近日，市市场监督管理局、市科学技术局、市工业和信息化局共同举办 "智汇茂名石化，创赢专利未 来"——茂名石油化工专利发布暨产业化与投融资对接活动。 编辑：ZJZ 茂名作为 "南方油城"，石化产业是城市经济 "压舱石" 与高质量发展核心引擎。在当前创新驱动发展战 略背景下，专利已成为链接 "技术—产业—资本" 的关键纽带，破解专利转化瓶颈、推动产业与资本融 合是茂名石化产业升级的必然选择。 终审：YG、JWW 本次活动以 "促进专利转化、深化产业协同、链接投融资资源" 为主线，成功构建了政府、企业、高 校、金融机构多方联动对接平台，为茂名石油化工产业高质量发展注入强劲动能。活动的顺利举办，也 标志着茂名石化产业在构建 "知识产权+产业+资本" 协同创新生态上迈出坚实的一步。 活动成果丰硕，发布了茂名石化产业专利清单，包括产业专利信息375条、成果介绍60条和技术需求40 条。融资对接环节成效显著，4家金融机构与企业达成合作意向并签约，融资金额9500万元。此外，3项 优质专利技术进行了产业化路演，直观展现技术转化前景。专利转化成效突出的企业代表分享了技术成 果产业化的成功经验，为同行提供可借鉴的实践路径。市质计 ...

天眼查App显示，12月25日，中海石油化工进出口有限公司发生工商变更，注册资本由约11.3亿人民币 增至约47.3亿人民币，增幅约318%，同时，多位高管发生变更。 该公司成立于2001年6月，法定代表人为戴彤，经营范围包括危险化学品经营、国营贸易管理货物的进 出口、贸易经纪等，由中国海洋石油集团有限公司全资持股。 ...

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 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：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 每日报告 行业 沥青日报 日期 2025 年 12 月 30 ...

中国石化上海石油化工股份有限公司第十一届董事会第二十三次会议于2025年12月29日以通讯方式召 开，应到董事11位，实到11位。会议审议通过《关于全资子公司拟实施增资扩股引入战略投资者暨关联 交易的议案》，关联董事郭晓军、杜军及解正林回避表决，8名非关联董事同意该议案。该议案经独立 董事专门会议事前审议并一致同意。 截至2025年12月29日收盘，上海石化(600688)报收于2.75元，上涨2.23%，换手率0.93%，成交量67.83万 手，成交额1.86亿元。 当日关注点 交易信息汇总资金流向 12月29日主力资金净流出224.9万元，占总成交额1.21%；游资资金净流出424.94万元，占总成交额 2.28%；散户资金净流入649.84万元，占总成交额3.49%。 公司公告汇总上海石化第十一届董事会第二十三次会议决议公告 中国石化上海石油化工股份有限公司于2025年12月29日与白沙湾分公司及中石化储备签订新的仓储服务 协议，协议内容包括白沙湾分公司向公司提供总计95万立方米的原油仓储服务，年仓储服务费为11,400 万元（含增值税），服务期限至2026年12月31日止。该关联交易年度上限基于历史交 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600688 证券简称：上海石化 公告编号：临2025-056 中国石化上海石油化工股份有限公司 第十一届董事会第二十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 中国石化上海石油化工股份有限公司（"本公司"或"公司"）第十一届董事会（"董事会"）第二十三次会 议（"会议"）于2025年12月29日以通讯方式召开，会议通知已按规定提前以书面方式送达予各位董事。 应到董事11位，实到董事11位。本公司高级管理人员列席了会议。会议的召开符合《中华人民共和国公 司法》及《中国石化上海石油化工股份有限公司章程》的相关规定。会议由董事长郭晓军先生主持，董 事会讨论并通过了一项决议。 二、董事会会议审议情况 董事会会议以8票同意、0票反对、0票弃权审议通过《关于全资子公司拟实施增资扩股引入战略投资者 暨关联交易的议案》。 上述议案在提交董事会审议前，已经过独立董事专门会议审议，全体独立非执行董事一致同意上述关联 交易，并同意将上述关联交 ...

Investment Rating - The report maintains a "Buy" rating for several companies including Xinyangfeng, Senqilin, Ruifeng New Materials, Sinopec, Juhua, Yangnong Chemical, CNOOC, Tongkun, Daotong Technology, and others [10]. Core Viewpoints - The report highlights significant price increases in battery-grade lithium carbonate (up 10.79%) and industrial-grade lithium carbonate (up 10.78%), while sulfur and liquid chlorine experienced notable declines [4][7]. - It suggests focusing on investment opportunities in areas such as import substitution, pure domestic demand, and high dividend stocks, particularly in light of the current geopolitical tensions affecting oil prices [6][18]. - The overall chemical industry remains under pressure, with mixed performance across sub-sectors due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [21]. Summary by Sections Chemical Industry Investment Suggestions - The report recommends paying attention to the glyphosate industry, which is showing signs of recovery with decreasing inventory and rising prices, suggesting potential investment in companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical [21]. - It also emphasizes selecting stocks with strong competitive positions and growth potential, particularly in the lubricant additive sector and coal-to-olefins industry [21]. - The report notes that domestic demand for chemical fertilizers and certain pesticide sub-products remains robust, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for investment [21]. Price Trends of Chemical Products - The report details recent price movements, with significant increases in battery-grade lithium carbonate and PTA, while products like sulfur and liquid chlorine saw declines [4][5][19]. - It mentions that the international oil price is expected to stabilize around $65 per barrel, which could benefit companies with high dividend yields and those that are sensitive to raw material cost reductions [6][18]. Market Dynamics - The report discusses the impact of geopolitical tensions on oil prices, particularly the situation in Venezuela and the EU's sanctions on Russia, which have contributed to recent price fluctuations [22][23]. - It highlights the weak trading atmosphere in the coal market, with prices declining due to limited demand and cautious market sentiment [29][30]. - The report notes that the polypropylene market is experiencing downward pressure due to weak demand and increased supply, while the PTA market is expected to remain strong due to ongoing inventory reduction [31][35].

上海石化(600688.SH)公告称，公司已与白沙湾分公司及中石化储备于2025年12月29日完成签订新框架 协议，新框架协议于同日正式生效。根据协议，白沙湾分公司向公司提供原油仓储服务，包括共计95万 立方米的储油罐，年仓储服务费为人民币11,400万元（包含增值税），服务期限截至2026年12月31日 止。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Insights - The Huajin Aramco fine chemical and raw material engineering project has achieved mechanical completion of all 32 major production units, marking a significant milestone in its development [1][3] - The total investment for the project is 83.7 billion yuan, which includes the construction of a 15 million tons per year refining capacity and a 1.65 million tons per year ethylene unit [1][3] Project Overview - The project commenced in March 2023 and has now reached mechanical completion of all major production units [1] - Key production units include a 1.65 million tons per year ethylene unit, a 2 million tons per year aromatics complex, a 1 million tons per year C4 complex, and a 200,000 tons per year polyether polyol unit [1][3] Construction Achievements - The project team focused on green and low-energy consumption goals during the design phase and quickly initiated procurement for long-cycle equipment [3] - The construction faced challenges such as limited space, multiple concurrent operations, and high lifting difficulties, which were managed through parallel progress in concrete, piping, steel structure, and equipment installation [3] - The ethylene unit is noted as the largest single ethylene unit in China, with significant progress made to ensure mechanical completion within the year [3] - The project team set an industry record by successfully lifting a 2,100-ton propylene distillation tower and a nearly 1,000-ton ethylene distillation tower on the same day [3] - In the aromatics complex, a 4,366-ton heavy liquid extraction tower was successfully lifted in one go, utilizing a modular approach to reduce high-altitude work by 60% and save over 50 days in installation time [3] - Quality control measures were strictly implemented in the polyether polyol unit construction, establishing a comprehensive inspection system to ensure traceability and verifiability of the construction process [3]

Core Viewpoint - Longzhou Co., Ltd. has announced that its total approved external guarantees amount to approximately 1.576 billion yuan, which represents 135.56% of the company's audited net assets attributable to shareholders for the fiscal year 2024 [1] Financial Performance - As of the first half of 2025, Longzhou Co., Ltd.'s revenue composition is as follows: asphalt sales account for 57.72%, automotive and parts sales and repair income account for 12.69%, oil sales account for 11.78%, passenger transport and station service account for 10.18%, and other businesses account for 6.5% [1] Market Capitalization - The current market capitalization of Longzhou Co., Ltd. is 5.4 billion yuan [1]

摘要：【图】2025年1-8月江西省石脑油产量统计分析 2025年8月石脑油产量统计： 石脑油产量：2.9 万吨 同比增长：-30.4% 增速较上一年同期变化：低74.5个百分点 据统计，2025年8月江西省规模以上工业企业石脑油产量与上年同期相比下降了30.4%，达2.9万吨，增 速较上一年同期低74.5个百分点，增速较同期全国低28.2个百分点，约占同期全国规模以上企业石脑油 产量661.5万吨的比重为0.4%。 详见下图： 图1：江西省石脑油产量分月（当月值）统计图 图2：江西省石脑油产量分月（累计值）统计图 2025年1-8月石脑油产量统计： 石脑油产量：19.6 万吨 同比增长：-28.6% 增速较上一年同期变化：低48.4个百分点 据统计，2025年1－8月，江西省规模以上工业企业石脑油产量与上年同期相比下降了28.6%，达19.6万 吨，增速较上一年同期低48.4个百分点，增速较同期全国低28.1个百分点，约占同期全国规模以上企业 石脑油产量5283.7万吨的比重为0.4%。详见下图： 注：主要能源产品产量月度统计范围为规模以上工业法人单位，即年主营业务收入2000万元及以上的工 业企业。 产业 ...