石油与天然气

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75年石油史诗:从12万吨到“三个1亿吨”的中国答卷
Xin Lang Cai Jing· 2025-09-25 03:14
2025年9月25日,中国石油75岁了。 75年前,全国只有四个投入开发的油田,原油年产量仅12万吨。5.4亿中国人,人均占有石油资源仅22 毫升。因为缺油,城市公共汽车只能背着煤气包上路。因为缺少炼化条件,中国最大的城市也要排长队 买"的确良"衣服。 为实现中国石油工业自立自强,以"铁人"王进喜为代表的第一代石油人,践行"宁肯少活20年,拼命也 要拿下大油田"的誓言,将"我为祖国献石油"的使命和信念刻进骨髓、融入血脉,铸就了以"三老四严、 苦干实干"为核心的石油精神和大庆精神铁人精神,激励一代又一代石油人将能源报国的旗帜,插遍神 州大地。 如今,中国石油形成了国内原油产量、国内天然气产量当量和海外油气权益产量当量"三个1亿吨"的生 产格局并巩固发展,有力地夯实了国家能源安全基石。 现在的中国石油炼厂,早已不满足于生产出催化剂、"的确良",而是能产出全球最高等级低硫船用燃料 油等前沿高端产品。中国石油炼化技术已经实现从跟跑、并跑到领跑的跨越。据国际机构对化工企业排 名,中国石油由2020年的第十三位跃升至2024年的第四位,炼油能力达到全球第二,乙烯产能位列全球 第五。 此外,40万公里"能源动脉",穿越戈壁 ...
金融期货早评-20250925
Nan Hua Qi Huo· 2025-09-25 02:55
【核心逻辑】7-8 月作为三季度经济运行的核心观测期,其披露的数据系统呈现出当前宏 观经济的复杂态势:一方面,经济增速边际放缓的压力已明确显现,地产拖累、消费支撑 弱化、投资增速下行等信号共同构成了这一态势的核心底色;另一方面,政策端的逆周期 调节已精准发力,供需两侧的托底政策正按序落地实施;更深层次看,数据亦揭示了金融 市场与宏观基本面的结构性互动。股票市场在经济增速趋缓背景下保持强势,是行业业绩 改善、全球风险偏好回升与政策持续利好共振的结果;商品市场则受即期需求约束呈现震 荡格局。海外方面,9 月美联储议息会议重启降息周期。尽管点阵图显示年内仍有 50 个基 点的降息空间,但鲍威尔反复强调数据依赖,未来政策路径将紧密锚定就业与通胀两大核 心指标。美国 9 月 Markit 制造业、服务业 PMI 回落,基本符合市场预期,后续需重点关注 美国 PCE 数据和当周初请失业金人数。 人民币汇率:关注当周初请失业金人数情况 金融期货早评 宏观:关注美国经济数据情况 【市场资讯】1)中国国家主席在联合国气候变化峰会发表视频致辞,宣布中国新一轮国家 自主贡献,到 2035 年温室气体净排放量比峰值下降 7%-10% ...
资讯早班车-2025-09-25-20250925
Bao Cheng Qi Huo· 2025-09-25 01:19
一、 宏观数据速览 投资咨询业务资格:证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-09-25 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250715 | 2025/06 | GDP:不变价:当季同比 | % | 5.20 | 5.40 | 4.70 | | 20250831 | 2025/08 | 制造业 PMI | % | 49.40 | 49.30 | 49.10 | | 20250831 | 2025/08 | 非制造业 PMI:商务活 动 | % | 50.30 | 50.10 | 50.30 | | 20250915 | 2025/08 | 社会融资规模增量:当 | 亿元 | | 25668.00 11307.00 | 30323.00 | | | | 月值 | | | | | | 20250912 | 2025/08 | M0(流通中的现金):同 比 | % | 11.70 | 11.80 | 12.20 | | 202509 ...
TD Cowen Reaffirms Hold on TotalEnergies SE (TTE) Ahead of Investor Day
Yahoo Finance· 2025-09-24 20:59
Group 1 - TotalEnergies SE is considered one of the best safe stocks to buy, with a 'Hold' rating and a price target of $65.00, indicating a potential upside of 4.6% [1] - The company, along with QatarEnergy, announced a significant seawater supply project and the full-scale development of the Ratawi oil field in Iraq, marking a major milestone in the Gas Growth Integrated Project [2] - By 2030, TotalEnergies expects 50% of its total revenue to come from LNG production and 20% from renewable energy, showcasing a promising future for the company [3] Group 2 - TotalEnergies SE is a multi-energy company based in Courbevoie, France, specializing in oil, biofuels, natural gas, biogas, and electricity, operating through five segments [4]
东华能源:马森张家港增持0.34%
Xin Lang Cai Jing· 2025-09-24 11:13
Group 1 - The controlling shareholder's action, Ma Sen Energy (Zhangjiagang) Co., Ltd., increased its stake in Donghua Energy by acquiring 5.3093 million shares, representing 0.34% of the total share capital, for a transaction amount of 45.6488 million yuan [1] - The combined shareholding ratio of Donghua Petroleum and its concerted parties rose from 40.66% to 41.00% following the acquisition [1] - The share purchase plan is set to occur within a six-month period starting from April 9, 2025, with a target to acquire no less than 1.9% and no more than 2% of the total shares, which is still in progress [1]
原油系板块集体飘红 燃料油主力涨近4%
Jin Tou Wang· 2025-09-24 03:36
液化石油气期货仓单12496手,环比上个交易日减少478手; 低硫燃料油期货仓库仓单10020吨,环比上个交易日持平; 9月23日,商品仓单数据显示: 中质含硫原油期货仓单5401000桶,环比上个交易日持平; 燃料油期货仓单97230吨,环比上个交易日减少29910吨; 石油沥青期货仓库仓单18940吨,环比上个交易日持平;石油沥青期货厂库仓单39180吨,环比上个交易 日减少1260吨; 9月24日,国内期市原油系板块集体飘红,燃料油主力涨近4%。具体来看,截止目前,原油主力上涨 1.75%,报483.60元/桶;燃料油主力上涨3.81%,报2863.00元/吨;低硫燃料油主力上涨1.79%,报 3405.00元/吨;沥青主力上涨0.56%,报3396.00元/吨。 9月24日原油系期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | SC原油 | 479.20 | 473.10 | 475.30 | | 燃料油 | 2797.00 | 2759.00 | 2758.00 | | 沥青 | 3395.00 | 3373.00 | 337 ...
深夜重磅!美联储释放重要信号
Sou Hu Cai Jing· 2025-09-24 03:23
当地时间本周二,美联储主席鲍威尔出席公开活动并发表讲话。鲍威尔表示,美联储将持续面对就业疲软与通胀反弹的 挑战,因而将继续保持谨慎的货币政策立场来对待降息,他还认为美股的估值"相当高"。讲话后,美国三大股指跌至日 内新低,科技和非必需消费品等类别股票领跌,三大股指本周二集体收跌。截至收盘,道指跌0.19%,标普500指数跌 0.55%,纳指跌0.95%。 在重点个股方面,宣布对OpenAI投资1000亿美元第二日,英伟达收跌2.82%,甲骨文收跌4.36%。投资者谨慎评估这笔 巨额投资对行业的影响。分析人士认为,在OpenAI尚未盈利之际,已过度将其与英伟达绑定,且美国电力供应瓶颈未来 会制约甲骨文新建大型数据中心。 美国监管机构起诉亚马逊案进入陪审团审理阶段 23日,欧洲三大股指涨跌不一 在原油期货方面,伊拉克库尔德地区油田的石油出口未能在本周二如期恢复。据悉,该地区的产能可以保障每日经输油 管线向土耳其出口约23万桶原油,但当地石油公司就出口协议存在分歧,原油出口自2023年3月以来一直中断。受此影 响,国际油价本周二上涨。截至收盘,纽约商品交易所11月交货的轻质原油期货价格收于每桶63.41美元,涨幅为 ...
液化石油气日报:LPG供需格局仍偏宽松,盘面显著回调-20250923
Hua Tai Qi Huo· 2025-09-23 05:19
Report Summary 1. Industry Investment Rating - Unilateral: Neutral - Inter - period: None - Cross - variety: None - Spot - futures: None - Options: None [2] 2. Core View - The supply - demand pattern of LPG remains relatively loose, and the futures market has significantly corrected. Although the market sentiment has improved with the marginal improvement of fundamentals and the rebound of external prices, the supply - demand pattern has not reversed. Overseas supply is abundant, and China's LPG arrivals and port inventories are high. After the increase in raw material costs, downstream chemical profits are under pressure again, and demand shows signs of a slight decline. The market may enter a range - bound state after adjustment [1]. 3. Summary by Related Content Market Analysis - On September 22, regional prices were as follows: Shandong market, 4520 - 4570 yuan/ton; Northeast market, 3970 - 4330 yuan/ton; North China market, 4350 - 4650 yuan/ton; East China market, 4300 - 4550 yuan/ton; Yangtze River region market, 4460 - 4700 yuan/ton; Northwest market, 4500 - 4655 yuan/ton; South China market, 4548 - 4750 yuan/ton [1]. - In the second half of October 2025, the CIF prices of frozen LPG in East China were propane at 597 US dollars/ton (down 1 US dollar/ton) and butane at 584 US dollars/ton (down 1 US dollar/ton), equivalent to 4673 yuan/ton (down 10 yuan/ton) for propane and 4572 yuan/ton (down 9 yuan/ton) for butane in RMB. In South China, propane was 590 US dollars/ton (down 1 US dollar/ton) and butane was 577 US dollars/ton (down 1 US dollar/ton), equivalent to 4619 yuan/ton (down 9 yuan/ton) for propane and 4517 yuan/ton (down 9 yuan/ton) for butane in RMB [1].
中国石油9月22日获融资买入5444.64万元,融资余额23.16亿元
Xin Lang Cai Jing· 2025-09-23 04:30
来源:新浪证券-红岸工作室 资料显示,中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室,成立日期1999年11月5日,上市日期2007年11月5日,公司主营业务涉及(i)原油及天然气的 勘探、开发、生产、输送和销售以及新能源业务;(ii)原油及石油产品的炼制,基本及衍生化工产品、其他 化工产品的生产和销售以及新材料业务;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输送 及销售业务。主营业务收入构成为:炼油产品73.89%,原油45.28%,天然气39.06%,化工产品 10.48%,其他5.75%,加油站非油品销售0.90%,其他收入0.05%,管输业务0.04%。 截至6月30日,中国石油股东户数48.24万,较上期减少8.82%;人均流通股339297股,较上期增加 9.77%。2025年1月-6月,中国石油实现营业收入14500.99亿元,同比减少6.68%;归母净利润839.93亿 元,同比减少5.21%。 分红方面,中国石油A股上市后累计派现8752.80亿元。近三年,累计派现2470.78亿元。 机构持仓方面,截止2025年6 ...
国投期货能源日报-20250922
Guo Tou Qi Huo· 2025-09-22 11:07
Report Industry Investment Ratings - Crude oil: ★★★ (more clear short - term bearish trend with current investment opportunities) [1] - Fuel oil: ★★★ (more clear short - term bearish trend with current investment opportunities) [1] - Low - sulfur fuel oil: ★★★ (more clear short - term bearish trend with current investment opportunities) [1] - Asphalt: ★★★ (more clear short - term bearish trend with current investment opportunities) [1] - Liquefied petroleum gas: ★★★ (more clear short - term bearish trend with current investment opportunities) [1] Report's Core Views - The bearish trend in the crude oil market continues, with the estimated average price of Brent crude oil in Q4 dropping from $67/barrel in Q3 to $63/barrel. The medium - term strategy is mainly to short on rallies, but there are geopolitical risks around the Iran nuclear negotiation and supply disruption risks from Ukraine's attacks on Russian energy facilities [1]. - Fuel oil is following the downward trend. High - sulfur fuel oil has weak demand (delayed power generation demand and potential weakening of bunker demand due to tariffs) and sufficient supply (increased Middle - East arrivals and stable Russian shipments). Geopolitical risks may support high - sulfur prices in the short - term. Low - sulfur fuel oil has reduced inflow of Western arbitrage cargoes, but the shutdown of a Nigerian RFCC device may push low - sulfur oil to Asia. The third batch of export quotas is lower than expected, but the quota utilization rate is low, so the impact on supply and demand is limited [2]. - Asphalt has a relatively small decline among oil products. The weekly shipment volume has increased significantly. There is pre - holiday rush - work demand in the north. The October production plans of refineries show a significant year - on - year increase. The overall inventory level has decreased, and the futures price shows a slightly bullish consolidation pattern [2]. - The self - use of liquefied petroleum gas in refineries has increased, squeezing the external supply. Typhoon weather affects imports in the South China region, and the arrival volume in the East China region is still low. The overall consumption has increased slightly. The marginal improvement in supply and demand and the expected improvement in import cost support the market price floor, and the LPG market is expected to fluctuate at the bottom [3]. Summary by Related Catalogs Crude Oil - The bearish trend in the crude oil market has not ended, and the estimated Q4 average price of Brent crude oil will drop from $67/barrel in Q3 to $63/barrel. The medium - term strategy is to short on rallies, and short positions should be combined with out - of - the - money call options due to geopolitical and supply disruption risks [1]. Fuel Oil & Low - Sulfur Fuel Oil - High - sulfur fuel oil: Demand is weak, and supply is sufficient, but geopolitical risks may support prices in the short - term [2]. - Low - sulfur fuel oil: Western arbitrage cargo inflow has decreased, but Nigerian factors may push low - sulfur oil to Asia. Export quotas have limited impact on supply and demand [2]. Asphalt - The decline is relatively small among oil products. The weekly shipment volume has increased. There is pre - holiday rush - work demand in the north. The October production plan shows a year - on - year increase. The overall inventory has decreased, and the futures price is in a slightly bullish consolidation pattern [2]. Liquefied Petroleum Gas - Refinery self - use has increased, squeezing external supply. Typhoon affects imports in the South China region, and the East China arrival volume is low. Overall consumption has increased slightly. The market is expected to fluctuate at the bottom [3].