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2024年全球探明石油储量微增
Zhong Guo Hua Gong Bao· 2025-04-28 03:14
亚太地区表现亮眼。报告显示,2024年,亚太地区探明石油总储量增加至465.7亿桶,增长了 1.4%;天然气储量比上一年同期增加了1%。各个国家中,印度石油和天然气部的数据显示,截至2023 年4月,印度石油储量增加到6.695亿吨,天然气储量为40.32万亿立方英尺,均高于前一年。印度尼西亚 的最新探明石油储量总计24.1亿桶,天然气储量为35.3万亿立方英尺。巴基斯坦油气储量也得到了大幅 提振,截至2024年6月,其石油总储量达到2.43亿桶,天然气储量也增至18.5万亿立方英尺。 西欧地区普遍下降。西欧的石油和天然气储量均低于上一年度的调查,主要是由于挪威和荷兰报告 的储量较低。挪威石油局(NPD)最新年度资源报告显示,挪威已探明的石油储量降至69.1亿桶,天然 气储量降至48.24万亿立方英尺。根据北海过渡管理局的最新估计,英国探明石油储量仍为15亿桶,已 探明的天然气储量降至7亿桶石油当量。丹麦能源署报告称,截至2024年1月,丹麦石油储量略有增加, 增至5800万立方米;天然气储量增加至11300亿立方英尺。 633.5万亿立方英尺。根据加拿大能源监管局(CER)评估,加拿大常规重油和轻质油储量为 ...
石油化工行业周报:PDH装置存在降负预期,丙烯盈利存在较好支撑-20250427
Shenwan Hongyuan Securities· 2025-04-27 13:17
Investment Rating - The report maintains a positive outlook on the petrochemical industry, particularly regarding propylene profitability and the expected tightening of supply-demand dynamics [4][5]. Core Insights - The report highlights the anticipated reduction in operating rates for PDH units due to high costs associated with U.S. propane imports, which could lead to a significant drop in propylene supply [4][5]. - It emphasizes the potential for increased imports from Japan and South Korea, although these may not fully compensate for the domestic supply gap [4][5]. - The report suggests that the overall profitability of PDH units remains low, and future tariffs could delay or cancel planned new capacity [4][5]. Summary by Sections Upstream Sector - Brent crude oil prices closed at $66.87 per barrel, a decrease of 1.60% from the previous week, while WTI prices fell by 2.57% to $63.02 per barrel [4][22]. - U.S. commercial crude oil inventories increased by 244,000 barrels, while gasoline inventories decreased by 4.476 million barrels [25][22]. - The report notes a stable day rate for self-elevating drilling rigs, indicating a recovery trend in the oil service sector [4][22]. Refining Sector - The report indicates an increase in overseas refined oil crack spreads, with Singapore's refining margin rising to $10.75 per barrel [4][22]. - The profitability of domestic refining products is expected to improve gradually as economic recovery progresses [4][22]. Polyester Sector - PTA profitability has increased, while polyester filament profitability has decreased, indicating mixed performance within the polyester supply chain [4][22]. - The report suggests that the polyester industry may see improvements in the medium to long term as new capacity comes online [4][22]. Investment Recommendations - The report recommends focusing on leading refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong due to favorable competitive dynamics [4][17]. - It also highlights the potential for valuation recovery in companies like Satellite Chemical and Tongkun Co., given the expected improvements in the industry [4][17].
洲际油气现8笔大宗交易 均为折价成交
Zheng Quan Shi Bao Wang· 2025-04-25 12:45
Summary of Key Points Core Viewpoint - On April 25, 2023, Intercontinental Oil and Gas experienced significant trading activity on the block trading platform, with a total transaction volume of 69.016 million shares and a total transaction value of 135 million yuan, reflecting a discount of 7.14% compared to the closing price of the day [2]. Trading Activity - The stock had 12 block trades in the last three months, with a cumulative transaction value of 167 million yuan [2]. - The closing price of Intercontinental Oil and Gas on the same day was 2.10 yuan, marking an increase of 0.96% [2]. - The daily turnover rate was 1.93%, with a total trading volume of 168 million yuan, and a net outflow of main funds amounting to 17.2388 million yuan [2]. - Over the past five days, the stock has declined by 1.41%, with a total net outflow of funds reaching 86.8751 million yuan [2]. Margin Trading Data - The latest margin financing balance for the stock was 442 million yuan, showing a decrease of 13.1868 million yuan over the past five days, which is a decline of 2.90% [2].
ST新潮“挑起”竞购角逐,伊泰B股砸百亿“夺权”,金帝石油要约价陷倒挂困局
Zheng Quan Zhi Xing· 2025-04-24 09:52
而ST新潮自身也是烦恼重重,实控人长期缺位、控制权纷争、长期不分红叠加内控缺陷而"戴帽",使得这份优质的海外油气资产深陷治理泥潭。 8个月内遭三路资本"围猎" 4月18日,伊泰B股发布对外投资公告,预定要约收购ST新潮的股份数为34.68亿股,占总股本的51%,要约收购价格为3.4元/股,预计最高收购价为117.92亿 元。本次要约收购的生效条件为预受要约的股票申报数量不低于ST新潮总股本的28%。 在A股市场首例竞争性要约收购的刺激下,ST新潮(600777)(600777.SH)股价于4月23日盘中站上2023年以来的新高。这场竞购始于今年初,浙江金帝石油 勘探开发有限公司(下称"金帝石油")率先抛出42.16亿元要约收购ST新潮20%股份,但其收购梦近日被伊泰B股(900948.SH)以117.92亿元、51%股份的更高报 价"截胡"。 证券之星注意到,二者目标直指ST新潮控制权,双方形成竞争要约。这背后,ST新潮稀缺的海外油气资产极具吸引力。然而,先一步行动的金帝石油因要 约数量、收购价逊色于伊泰B股而陷入被动局面。由于二者要约期限重叠,股东可随时"跳单"转投更高报价方,使得这场竞购之争愈发激烈。 资 ...
汪东进卸任中海油董事长
第一财经· 2025-04-23 10:56
2025.04. 23 本文字数:1030,阅读时长大约2分钟 对此,第一财经记者当日下午致信上市公司中国海油公共关系处。对方回复称,相关高级管理人员情 况尚待上市公司官方披露信息。 当晚,中国海油(00883.HK)披露公告,汪东进因任职变化不再担任上市公司非执行董事、董事长 等职,即日起至公司新任董事长委任生效期间,公司副董事长周心怀将主持相关工作。 值得关注的是,汪东进在4月9日还曾出席过集团公开活动。据中海油官方公众号消息,当天,汪东 进以集团党组书记、董事长身份赴研究总院工作调研,在听取工作汇报后进行座谈交流并发表讲话。 但在此后公司陆续发布的召开集团生产经营相关工作会议、党组会议中,均不见汪东进身影,而是由 周心怀主持召开会议并作讲话。 据中央组织部和国资委的相关规定,大型央企一把手的退休年龄一般是60周岁,上限可放宽至63周 岁。汪东进出生于1962年7月,即将年满63周岁。 作者 | 第一财 经 郭霁莹 4月23日,第一财经记者注意到,中国海洋石油集团有限公司(下称"中海油")公司高层一栏信息 中,集团董事长汪东进的相关任职信息已被撤下。 2000年,汪东进被调往哈萨克斯坦,兼任中油国际(哈萨 ...
中国石油长庆油田第一采气厂下好风险管理“先手棋”把好“源头关”
Zhong Guo Neng Yuan Wang· 2025-04-22 11:15
Core Viewpoint - The company is enhancing compliance risk management through a comprehensive approach that includes risk identification, prevention, and response strategies. Group 1: Compliance Risk Identification - The company focuses on identifying risks related to legal regulations by updating the list of applicable laws and regulations relevant to its operations [1] - It emphasizes the importance of management requirements by promptly analyzing compliance risk notifications and recommendations from higher authorities [1] - The company systematically addresses issues identified through internal controls, audits, and inspections to prevent recurrence of similar problems [1] Group 2: Compliance Risk Prevention - The company has developed compliance risk notification letters that detail risk points, potential consequences, and suggested preventive measures, which are disseminated for timely adjustments [2] - It organizes specialized meetings to analyze typical compliance issues, providing a platform for discussing causes and formulating corrective actions [2] - The company integrates compliance risk notifications into all business processes and compliance reviews, ensuring that compliance is a constant consideration [2] Group 3: Compliance Risk Response - The company is strengthening its foundation by enhancing institutional frameworks and conducting compliance evaluations to fill management gaps [3] - It promotes learning from past violations by compiling a manual of violation cases for staff education, thereby improving risk recognition and prevention capabilities [3] - The company implements comprehensive management practices to monitor key control points in business processes and conducts quarterly assessments of major risks [3]
揭秘涨停 | 超136万手封死涨停,股权争夺战打响
Zheng Quan Shi Bao· 2025-04-21 10:19
涨停战场:ST新潮(维权)封单资金居首 从收盘涨停板封单量来看,ST新潮封单量最高,有136.46万手;利欧股份、跨境通分列第二、第三名,封单量分别为83.2万手、40.66万手;天保 基建、步步高(维权)、保税科技、武汉凡谷、海能达等股封单量超过20万手。 从连续涨停天数来看,国光连锁斩获6连板,立方制药、安记食品5连板;天保基建4连板,保税科技、尤夫股份、红墙股份等股3连板。国芳集团 斩获4连板,拉长时间看,该股在12个交易日内收获11板,累计涨幅168.28%。 以封单金额计算,14股封单资金过亿元,规模居前的有ST新潮、仕佳光子、利欧股份、武汉凡谷、海能达,金额依次为4.07亿元、3.47亿元、2.93 亿元、2.64亿元、2.62亿元。 ST新潮目前处于资金竞争性收购之中。4月18日晚间,伊泰B股向ST新潮的全体股东发出的部分要约显示,拟117.92亿元要约收购ST新潮51%股 份,要约收购价格为3.40元/股,此举旨在增强上市公司股权结构稳定性并取得上市公司控制权。 值得注意的是,4月3日,浙江金帝石油拟要约收购ST新潮20%股份,要约收购的价格为3.10元/股。其目的同样是基于母公司金帝控股产业 ...
中国石油西南油气田“十三五”以来累计产气近2000亿立方米
Zhong Guo Xin Wen Wang· 2025-04-18 11:15
发布会现 场。西南油气田 供图 中新网成都4月18日电(杜成 张曦予)18日,中国石油西南油气田公司(以下简称"西南油气田")在蓉发布 2024年度社会责任报告。报告显示,"十三五"以来,西南油气田在川渝地区累计生产天然气近2000亿立 方米,产量就地留存率高达75%以上,保障1200余家大型工业企业、2500万居民用气,带动相关产业 GDP贡献值达1.7万亿元,有力助推了川渝区域经济的高质量发展。 作为全国第二大天然气田,西南油气田2024年天然气产量达447亿立方米,相当于1.2亿家庭年用气量; 页岩气产量达130.5亿立方米,占全国"半壁江山"。 值得一提的是,西南油气田以全球第二大页岩气产区的技术优势,2024年主导制定全球首个页岩气领域 国际标准,持续巩固中国在非常规能源领域的国际话语权。 在乡村振兴领域,西南油气田累计在四川甘孜州九龙县和色达县、重庆开州区以及上产区域投入帮扶资 金1.6亿元,推进当地基础设施、文化、教育、卫生、旅游等领域70余个帮扶项目建设,购买帮扶产品 超1亿元,带动10万群众脱贫致富,助推当地产业高质量发展。在甘孜九龙县大山深处,西南油气田援 建的"石油路"蜿蜒入村,"秘境· ...
薛松松:自带化学反应的“水医生”
Zhong Guo Hua Gong Bao· 2025-04-18 02:19
Core Insights - The article highlights the innovative efforts of a researcher in developing advanced desulfurization techniques for wastewater treatment in the Puguang gas field, aiming to reduce treatment costs and hazardous waste emissions [1][2][3][4][5] Group 1: Research and Development - The researcher has developed a new efficient desulfurization technology to address the high sulfur content in wastewater from the Puguang gas field, which has been a significant challenge for traditional treatment methods [2][3] - The researcher has published 9 academic papers and filed 3 invention patents, receiving awards for technological advancements in the oil field [1] Group 2: Challenges and Solutions - The complexity of the wastewater, including high sulfur content and unclear composition, posed significant challenges for effective treatment [2] - The researcher identified the main types of sulfur compounds in the wastewater and implemented a pilot test for desulfurization, achieving successful results [2][3] Group 3: Practical Applications - The innovative desulfurization techniques have been successfully applied to treat fracturing return fluids, allowing for the reuse of treated water and saving approximately 12 million yuan in treatment costs [3] - The researcher has also developed a new approach to reduce chloride ion content and mineralization in treated water, significantly lowering chloride levels from 18,000 mg/L to 1,000 mg/L [5]
中证沪港深互联互通中小综合能源指数报1901.11点,前十大权重包含平煤股份等
Jin Rong Jie· 2025-04-16 07:58
金融界4月16日消息,A股三大指数收盘涨跌不一,中证沪港深互联互通中小综合能源指数 (沪港深通中 小能源综合,H30468)报1901.11点。 数据统计显示,中证沪港深互联互通中小综合能源指数近一个月下跌6.73%,近三个月下跌6.43%,年 至今下跌10.19%。 据了解,中证沪港深行业指数系列将中证沪港深 500、中证沪港深互联互通中小综合以及中证沪港深互 联互通综合指数样本按行业分类标准分别分为 11 个行业,再以各行业全部证券作为样本编制指数,以 反映中证沪港深指数系列中不同行业公司证券的整体表现。该指数以2004年12月31日为基日,以1000.0 点为基点。 从指数持仓来看,中证沪港深互联互通中小综合能源指数十大权重分别为:中煤能源(8.65%)、永泰 能源(8.55%)、杰瑞股份(5.15%)、恒逸石化(3.64%)、平煤股份(3.57%)、美锦能源 (3.56%)、华阳股份(3.34%)、海油工程(3.31%)、新集能源(3.03%)、山煤国际(2.87%)。 从中证沪港深互联互通中小综合能源指数持仓的市场板块来看,上海证券交易所占比54.91%、深圳证 券交易所占比22.93%、香港证券交 ...