Group 1: Industry Performance - The chemical raw materials index increased by 0.40%, and the chemical machinery index rose by 1.28%, while the remaining five indices in the petroleum and chemical sectors declined [1] - The chemical pharmaceutical index decreased by 2.36%, and the pesticide and fertilizer index fell by 1.63% [1] - The petroleum processing index dropped by 0.20%, the petroleum extraction index remained stable, and the petroleum trade index decreased by 1.32% [1] Group 2: Commodity Prices - International crude oil prices saw a significant increase, with West Texas Intermediate crude oil futures settling at $65.72 per barrel, up 4.85% from September 19, and Brent crude oil futures at $70.13 per barrel, up 5.17% [1] - The top five rising petrochemical products included liquid chlorine up by 37.07%, paraquat mother liquid up by 6.25%, lithium battery electrolyte up by 5.71%, hydrogen peroxide up by 4.64%, and fluorite 97 wet powder up by 4.09% [1] - The top five declining petrochemical products included vitamin E down by 7.07%, sulfuric acid down by 6.54%, vitamin B6 down by 5.83%, methyl acrylate down by 5.59%, and dichloromethane down by 3.83% [1] Group 3: Capital Market Performance - The top five rising listed chemical companies were Lanfeng Biochemical up by 61.16%, Shuangwei New Materials up by 44.81%, Huarsoft Technology up by 31.83%, United Chemical up by 27.93%, and Asia-Pacific Industry up by 27.66% [2] - The top five declining listed chemical companies were Jinpu Titanium down by 23.15%, Hanwei Technology down by 18.80%, Sanwei Co. down by 14.29%, Hongda Co. down by 13.56%, and Bingyang Technology down by 11.93% [2]

智通财经APP获悉，英国石油(BP.US)正在推进一项耗资 50 亿美元的美国墨西哥湾海上钻探项目。该公 司已就Tiber-Guadalupe项目做出了最终投资决定，批准了其第二个新的生产平台，该平台的日原油产量 可达 8 万桶。该项目包括Tiber油田的六口油井以及从Guadalupe油田延伸出的两口连接井。 Tiber浮式生产平台在设计上约 85%基于Kaskida的设计，计划于 2030 年开始投产。其开发成本预计比 Kaskida低约每桶 3 美元，得益于设计上的协同效应。 英国石油正在墨西哥湾推进新的深水项目Tiber-Guadalupe和Kaskida，并将它们与现有的五个平台一起 定位为公司的主要增长动力。预计到 2030 年，这些资产将使该公司的美国海上石油产量能力提升至每 天超过 40 万桶油当量。 Tiber和Guadalupe油田预计在初始阶段可开采的石油资源量约为 3.5 亿桶油当量。未来阶段可能会进一 步钻探更多油井，具体事宜需视后续评估结果而定。 ...

该工艺在曲9-斜259水井中应用后，油井压力从14.5兆帕降至9.3兆帕，日注水量从注不进提升至20方。 对应油井曲9斜242日产油量从3.5吨提升至4吨，含水率下降4.4个百分点，动液面回升120米。 据了解，"七七三"解堵防砂工艺采用分段酸化与高压水射流脉冲负压返排联作、变排量覆膜砂端部脱砂 等七项复合技术措施，构建起"近井疏通—远井稳砂—中部固结"的立体治理网络，形成"疏、稳、防"三 级治理体系。 其中，济北采油管理区自主研发的D108毫米筒式三棱锥形合金笔尖尤为亮眼。它将原先防砂前冲砂、 防砂后钻砂塞、挤固砂剂需要的三趟工序整合为一趟工序，使作业周期缩短20%，单井节省作业费用3 万元，极大提升了作业效率与经济性。 本报9月28日讯(大众新闻记者顾松通讯员王祖江)近日，胜利油田鲁明公司济北采油管理区创新研发 的"七七三"解堵防砂工艺体系，在曲9斜259水井和曲9斜257油井的应用中取得显著成效，为同类油藏开 发提供了可复制的经验。 针对钻井泥浆污染风险、携砂液伤害等七大类堵塞问题，济北采油管理区技术人员经过系统分析和联合 攻关，解决油藏高效开发的水井增注难题。 "七七三"解堵防砂工艺还在多轮次水井防砂 ...

Core Viewpoint - The Jilin Oilfield CCUS technology team has been awarded the "Moving Petroleum Team" honor, reflecting their dedication and achievements in carbon capture, utilization, and storage (CCUS) technology, with a total carbon dioxide storage exceeding 3.9 million tons, ranking first in China [1][3]. Group 1: Achievements and Recognition - The Jilin Oilfield has successfully stored over 3.9 million tons of carbon dioxide, equivalent to planting 35 million evergreen trees in the Songliao Plain [1]. - The CCUS technology team has developed a series of advanced technologies with independent intellectual property rights despite facing significant challenges, including a lack of prior experience and references [4]. - The Jilin Oilfield operates the only Chinese project among the 21 large-scale CCUS projects globally, achieving a dual benefit of carbon reduction and increased oil production [5]. Group 2: Collaborative Efforts and Training - The Jilin Oilfield has established a new model of "production, learning, research, and application," focusing on talent cultivation and creating the first CCUS training system in China [7]. - The company has hosted over 2,000 domestic and international experts and established partnerships with various enterprises and academic institutions to tackle CCUS technology projects [9]. - More than 300 core technical talents in CCUS have been trained, and the company has expanded its services to provide CCUS design, technology research, and operational management to other oilfields [9].

Core Viewpoint - The Udmurt Republic sees significant potential for economic cooperation with China, emphasizing that the timing for such projects is optimal [1][2]. Trade and Investment - The trade volume between the Udmurt Republic and China is increasing annually, with ongoing large-scale investment project collaborations [1]. - The Udmurt Republic has established long-term effective cooperation with Chinese partners in the oil extraction sector [1]. - There is a strong partnership in food supply, with Chinese consumers showing a preference for Russian ice cream and agricultural products, while Russia imports production equipment and technology from China [1]. Government Support - The Udmurt Republic government is committed to facilitating cooperation projects with China, aiming to promote investment collaboration [1]. - A special development zone, the Sarapul Advanced Development Zone, has been established to provide favorable policies for investors, including tax incentives and streamlined approval processes [1].

吉林油田还努力将二氧化碳变废为宝，实现二氧化碳有效埋存。在大情字井黑125区块注气平台，一个 个封闭管道的二氧化碳注入井整齐排列，正平稳有序运行。截至今年8月，吉林油田累计埋存二氧化碳 量近400万吨。 "含氧量为6.04，二氧化碳浓度为7.18……"近日，全国石油石化行业碳排放监测员职业技能竞赛在吉林 油田举行。在完全模拟真实厂区环境的实操竞赛场内，选手们一边报告，一边快速记录数据，为工业排 放"把脉问诊"。 作为拥有60多年历史的老油田，吉林油田在去年交出一份亮眼的绿色成绩单：全年完成油气新能源当量 523.5万吨，同比增产32.5万吨；累计发绿电突破6亿千瓦时。与2021年相比，清洁电力在总用电量中的 占比从零起步跃升至28%，碳排放总量下降13%，展现了能源保供与绿色发展的双重担当。 走进吉林油田新立采油厂的16号大井丛平台，一组组液动直驱型抽油机密集排布，正有条不紊地采集石 油。新立采油厂第二采油作业区经理穆权介绍，大井丛集约化建井模式的智能化、自动化水平显著提 高，还能够大幅缩短巡检距离，减少管线铺设、电路架设和土地占用，降低泄漏风险和环境影响。 今年4月以来，在吉林石化和吉林油田之间，一条全线设 ...

"含氧量为6.04，二氧化碳浓度为7.18……"近日，全国石油石化行业碳排放监测员职业技能竞赛在吉林 油田举行。在完全模拟真实厂区环境的实操竞赛场内，选手们一边报告，一边快速记录数据，为工业排 放"把脉问诊"。 作为拥有60多年历史的老油田，吉林油田在去年交出一份亮眼的绿色成绩单：全年完成油气新能源当量 523.5万吨，同比增产32.5万吨；累计发绿电突破6亿千瓦时。与2021年相比，清洁电力在总用电量中的 占比从零起步跃升至28%，碳排放总量下降13%，展现了能源保供与绿色发展的双重担当。 （文章来源：经济日报） 吉林油田还努力将二氧化碳变废为宝，实现二氧化碳有效埋存。在大情字井黑125区块注气平台，一个 个封闭管道的二氧化碳注入井整齐排列，正平稳有序运行。截至今年8月，吉林油田累计埋存二氧化碳 量近400万吨。 今年4月以来，在吉林石化和吉林油田之间，一条全线设计总长280公里的二氧化碳管道工程正加紧建 设。吉林油田二氧化碳开发公司经理张德平介绍，工程预计明年6月建成投运，届时吉林油田的二氧化 碳年捕集和注入能力将达100万吨。 走进吉林油田新立采油厂的16号大井丛平台，一组组液动直驱型抽油机密集排布，正 ...

Investment Rating - The report recommends a "Buy" rating for major companies in the oil and gas sector, including China National Petroleum Corporation, China Petroleum & Chemical Corporation, China National Offshore Oil Corporation, Zhongman Petroleum, and New Natural Gas [4]. Core Views - The ongoing conflict between Ukraine and Russia has led to increased oil prices due to attacks on Russian oil facilities, impacting supply chains and causing fuel shortages in Russia [1][8]. - Iraq's oil production and export flexibility are expected to improve, which may enhance compliance with OPEC+ production quotas in the short term [1]. - The report anticipates that oil prices will remain volatile in the short term due to geopolitical factors and OPEC+'s concentrated pricing power [1][8]. Summary by Sections Industry Investment Rating - The report provides a "Buy" recommendation for key players in the oil and gas sector, highlighting their stable performance and high dividend yields [4]. Market Overview - As of September 26, 2025, Brent crude oil futures settled at $70.13 per barrel, up 5.17% week-on-week, while WTI futures settled at $65.72 per barrel, up 4.85% [9][36]. - The U.S. crude oil production increased to 13.5 million barrels per day, with refinery throughput rising to 16.48 million barrels per day [9][10]. Company Performance - The report highlights the performance of various companies, with China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China National Offshore Oil Corporation being recommended for their strong fundamentals and dividend policies [4][12]. Oil Supply and Demand - U.S. crude oil inventories decreased, with commercial crude oil stocks at 41.475 million barrels, down 61,000 barrels week-on-week [10]. - The report notes that geopolitical tensions and OPEC+ decisions will continue to influence oil supply and demand dynamics [1][8]. Natural Gas Market - The NYMEX natural gas futures price closed at $2.86 per million British thermal units, down 1.99% week-on-week, while Northeast Asia's LNG price was $11.21 per million British thermal units, down 3.25% [9][44].

Group 1 - The People's Bank of China emphasizes the importance of utilizing securities, funds, and insurance company swap facilities and stock repurchase loans to maintain capital market stability [1] - The Ministry of Human Resources and Social Security reports that the number of basic pension insurance participants has reached 1.072 billion, an increase of over 73 million since the end of the 13th Five-Year Plan, with a participation rate rising to over 95% [1] - The State Council's State-owned Assets Supervision and Administration Commission discusses the economic operation of state-owned enterprises, focusing on stabilizing electricity and coal prices and preventing "involution" competition [1] Group 2 - The Ministry of Industry and Information Technology and other departments issue a plan for stable growth in the petrochemical industry, projecting an average annual growth of over 5% in value added from 2025 to 2026 [1] - The National Development and Reform Commission and other departments release measures to strengthen the cultivation of innovative digital economy enterprises, promoting public data resource development [1] - The National Energy Administration reports that as of August, the total installed power generation capacity in the country reached 3.69 billion kilowatts, a year-on-year increase of 18% [1] Group 3 - The Hong Kong Monetary Authority announces the launch of a new "Renminbi Business Funding Arrangement" starting October 9, replacing the previous arrangement with lower interest rates [1] - The Shanghai Municipal People's Congress passes the "Regulations on Promoting the Private Economy," effective from October 20, 2025, focusing on fair competition and protecting enterprise rights [1] - Freeport-McMoRan states that the production forecast for its Indonesian operations in 2026 may be 35% lower than previously expected due to various factors [2]

Group 1 - The central government emphasizes the importance of social stability and long-term peace in Xinjiang, aligning with the overall strategy of the Communist Party of China [1][4] - The Xinjiang Production and Construction Corps (XPCC) plays a crucial role in promoting social stability and development in the region, acting as a "stabilizer" and "melting pot" [2][5] - There is a focus on enhancing vocational education to align with local industries, aiming to cultivate high-quality skilled talent for Xinjiang's development [2][3] Group 2 - The central delegation is actively assessing various sectors, including cultural heritage protection, agricultural innovation, and community development, to ensure comprehensive growth in Xinjiang [3][4][6] - The importance of cultural integration and the promotion of the shared values of the Chinese nation is highlighted as a key strategy for fostering unity among different ethnic groups [5][6] - The delegation's visits to various enterprises and educational institutions indicate a commitment to leveraging local resources and enhancing economic development through innovation and collaboration [4][7]