fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 能源化工研究团队 研究员：李捷,CFA（原油沥青） 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（碳市场工业硅） 研究员：彭婧霖（聚烯烃） 研究员：刘悠然（纸浆） 研究员：冯泽仁（玻璃纯碱） 请阅读正文后的声明 行业 沥青日报 日期 2025 年 7 月 3 日 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：李金（甲醇） 021-60635730 lijin@ccb. ...

Core Insights - In April 2025, the kerosene production in Ningxia Hui Autonomous Region was 17,000 tons, showing no year-on-year growth, with a decrease in growth rate by 13.3 percentage points compared to the previous year [1] - For the period from January to April 2025, the kerosene production reached 72,000 tons, reflecting a year-on-year increase of 23.5%, with an increase in growth rate by 16.9 percentage points compared to the previous year [1] Monthly Production Analysis - The kerosene production for April 2025 was 17,000 tons, which accounted for 0.4% of the national kerosene production of 4.36 million tons [1] - The cumulative kerosene production from January to April 2025 was 72,000 tons, representing 0.4% of the national kerosene production of 1.8349 million tons during the same period [1] Industry Context - The data reflects the performance of large-scale industrial enterprises, defined as those with annual main business income of 20 million yuan or more [3]

一、珠海市宏观经济分析 珠海，广东省省辖市，中国最早实行对外开放的经济特区之一。区位优越，濒临南海，东与香港水路相 距36海里，南与澳门陆地相连，港珠澳大桥通车后，珠海成为内地唯一与香港、澳门陆路相连的城市。 珠海是我国重要的口岸城市，设有拱北、横琴、青茂、港珠澳大桥珠海公路、珠澳跨境工业区5个陆运 口岸，九洲港、湾仔港轮渡客运、珠海港、斗门港、万山港5个水运口岸，共10个国家一类口岸，是仅 次于深圳的中国第二大口岸城市。近年来，珠海市经济实力不断提升，经济总量持续扩大，2024 年珠 海实现地区生产总值4479.06 亿元，比上年增长3.5%。其中，第一产业增加值 73.61亿元，比上年增长 3.5%，对地区生产总值增长的贡献率为 1.47%；第二产业增加值1904.93 亿元，增长4.9%，对地区生产 总值增长的贡献率为59.34%；第三产业增加值2500.52 亿元，增长 2.4%，对地区生产总值增长的贡献率 为39.19%。三次产业的比例为 1.64∶42.53∶55.83。人均地区生产总值 17.87 万元，比上年增长2.6%。 内容概要：珠海，广东省省辖市，中国最早实行对外开放的经济特区之一。近年 ...

Core Insights - The floating photovoltaic project at Qingdao Refinery marks China's first industrialized operation of a floating solar power station in a fully seawater environment, with an annual power generation capacity of 16.7 million kilowatt-hours and a CO2 reduction of 14,000 tons, equivalent to the carbon absorption of 750,000 trees [1] - The project utilizes innovative floating support structures that enhance wind and wave resistance while improving overall power generation efficiency by approximately 5% to 8% through natural seawater cooling [1][3] - The project is part of a broader strategy by Sinopec to integrate clean energy solutions, including the establishment of a "clean electricity + green hydrogen" model, which supports the development of green hydrogen refining and hydrogen transportation applications [2] Project Details - The floating photovoltaic station occupies about 60,000 square meters with an installed capacity of 7.5 megawatts, showcasing zero pollution and strong economic viability [1] - The project team has developed three key innovations: a specialized floating system resistant to salt corrosion and marine biofouling, an intelligent anchoring system capable of withstanding severe weather conditions, and efficient operation and maintenance designs that reduce costs [3] - Future plans include the expansion of the floating photovoltaic capacity to 23 megawatts, further enhancing renewable energy supply capabilities at the Qingdao Refinery [2] Industry Positioning - Sinopec is actively pursuing a clean and low-carbon transformation, aiming to build a diversified energy supply system while enhancing the clean utilization of fossil fuels [2] - The company has launched the "Ten Thousand Stations Sunlight" initiative, targeting the establishment of 10,000 solar power stations by 2027, and has a leading position in the geothermal heating sector with 120 million square meters of heating area [4] - Sinopec has built and operated 144 hydrogen refueling stations, making it the company with the most operational hydrogen stations globally, and is advancing green hydrogen manufacturing projects [4]

华夏能源网&华夏油气（公众号hxyq3060）获悉，6月30日，中国石油化工股份有限公司（以下简称"中 国石化"，SH：600028）公告称，董事会收到马永生的辞职报告。 | 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任 原因 | 是否继续 在公司及 其控股子 | 具体职 务(如 适用) | 是否存 在未履 行完毕 的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 公司任职 | | | | | | | | | | | 承诺 | | 侯启军 | 董事、副董事 | 2025 年 6 | 2026 年 6 | 工作 | 否 | 不适用 | 否 | | | 长、投资与发 | 月 30日 | 月7日 | 变动 | | | | | | 展委员会主任 | | | | | | | | | 委员 | | | | | | | 华夏能源网注意到，6月27日，侯启军刚刚升任中国石化母公司中国石油化工集团有限公司（以下简 称"中石化集团"）董事长、党组书记。（此前报道：《重磅丨中石油总经理侯启军调任中石化董事 长》）。 未来，侯启 ...

Core Viewpoint - The launch of "Daqing Petrochemical Party Building Cloud" marks a significant step towards the digital transformation and smart upgrade of party building work within Daqing Petrochemical, aligning with the broader "Smart Petroleum" strategy of China National Petroleum Corporation [1][6]. Group 1: Digital Transformation and Infrastructure - The "Daqing Petrochemical Party Building Cloud" integrates digital technology to enhance organizational capabilities and improve the quality and efficiency of party building work [1]. - The platform features a three-tier organizational structure covering the company's two-level party committees, party group departments, and grassroots party branches, facilitating cross-departmental collaboration [2]. - The system includes 90 primary modules, 282 secondary modules, 253 tertiary modules, and 96 quaternary modules, resulting in 217 data statistical tables to support 427 users in improving work efficiency [2]. Group 2: Data Collection and Analysis - Data collection is a fundamental function of the "Daqing Petrochemical Party Building Cloud," allowing for efficient gathering and intelligent analysis of grassroots party building data [2]. - The platform enables the creation of multi-dimensional tables, task lists, and mind maps, automatically generating professional data models for visualization [2]. Group 3: Enhanced Collaboration and Communication - The platform promotes vertical and horizontal collaboration among various departments, breaking down information barriers and enhancing cross-domain cooperation [4]. - Features such as instant messaging, online editing of multi-dimensional tables, and cloud file circulation serve as a "digital hub" for collaborative efforts [4]. Group 4: Smart Applications and User Support - The "Daqing Petrochemical Party Building Cloud" acts as an "online mentor" for grassroots party branch secretaries, providing clear work guidelines and significantly improving work efficiency and quality [5]. - The platform integrates various smart applications, including video conferencing tools that convert audio to text and AI tools for intelligent classification and archiving of records [6]. Group 5: Future Development and Optimization - The company plans to continuously optimize the platform's functions and deepen its applications, reinforcing digital leadership to drive high-quality development in party building and overall corporate growth [6].

Core Viewpoint - The article emphasizes that the United States is not only fighting for the dollar but also for oil, which plays a crucial role in shaping global order and political dynamics. Group 1: Historical Context - The article discusses the historical significance of oil in global conflicts, particularly highlighting how oil has influenced military actions and geopolitical strategies [4]. - It mentions the establishment of the Dawes Plan in 1921, which helped Germany recover economically post-World War I, allowing for collaboration between American oil giants and German industry [9]. - The article outlines the advancements in organic chemistry in Germany during the early 20th century, which laid the groundwork for the development of the petrochemical industry in the United States [11]. Group 2: Key Companies and Technologies - The formation of IG Farben in 1925, a merger of major German chemical companies, is noted for its role in technological innovation, particularly in ammonia production, which was crucial for agriculture and munitions [12]. - The article highlights the collaboration between American Standard Oil and German firms, which facilitated the transfer of advanced chemical technologies to the U.S., leading to the rise of the petrochemical industry [11][12]. - It details the development of synthetic fuels and rubber by IG Farben, which became essential for the German war machine during World War II, showcasing the company's strategic importance in wartime production [16][17]. Group 3: Political Implications - The article discusses how IG Farben's support for the Nazi regime ensured the stability of synthetic fuel production, which was vital for Germany's military operations [16]. - It notes that the company's resources were heavily invested in the German war effort, producing essential materials for warfare, thus linking corporate interests with state military objectives [16]. - The transformation of IG Farben into a state-controlled entity under the Nazi regime illustrates the intertwining of corporate power and government policy during this period [16].

| 燃料油早报 | | --- | 研究中心能化团队 2025/07/02 | 燃 料 油 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 鹿特丹3.5% HSF | 鹿特丹0.5% VLS | 鹿特丹HSFO-Br | 鹿特丹10ppm G | 鹿特丹VLSFO-G | LGO-Brent M1 | 鹿特丹VLSFO-H | | | O掉期 M1 | FO掉期 M1 | ent M1 | asoil掉期 M1 | O M1 | | SFO M1 | | 2025/06/25 | 414.85 | 468.83 | -1.74 | 653.84 | -185.01 | 22.12 | 53.98 | | 2025/06/26 | 413.96 | 474.16 | -2.49 | 661.27 | -187.11 | 23.04 | 60.20 | | 2025/06/27 | 411.99 | 474.54 | -2.26 | 644.22 | -169.68 | 20.75 | 62.55 | | 2025/ ...

行业 沥青日报 日期 2025 年 7 月 2 日 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：李金（甲醇） 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 能源化工研究团队 研究员：李捷,CFA（原油沥青） 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（碳市场工业硅） 研究员： ...

| | | PX&PTA&PR | | | | | | --- | --- | --- | --- | --- | --- | --- | | 2025/7/2 | 品种 | 更新日期 | 单位 | 现值 | 前值 | 涨跌(幅) | | | 期货结算价(连续):WTI原油 | 2025/7/1 | 美元/桶 | 65.45 | 65.11 | 0.52% | | 上 | 期货结算价(连续):布伦特原油 | 2025/7/1 | 美元/桶 | 67.11 | 67.61 | -0.74% | | 游 | 现货价(中间价):石脑油:CFR日本 | 2025/7/1 | 美元/吨 | 570.75 | 572.75 | -0.35% | | | 现货价(中间价):二甲苯(异构级):FOB韩国 | 2025/7/1 | 美元/吨 | 754.00 | 750.50 | 0.47% | | | 现货价:对二甲苯PX:CFR中国主港 | 2025/7/1 | 美元/吨 | 861.00 | 874.17 | -1.51% | | | CZCE TA 主力合约 收盘价 | 2025/7/1 | 元/吨 | 4800.00 ...