本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【8月汽柴油批零价差持续修复，下旬或进一步扩大】8月14日消息，数据显示，截至8月13日收盘，国 内主营及山东地炼汽油批零价差分别为1708、1824元/吨，较上月底扩大176、130元/吨；柴油批零价差 为1233、1443元/吨，较上月底扩大176、190元/吨。8月，国际原油震荡下行，终端需求不及预期，汽 柴油批发价理性回落，批零价差持续向上修复。下旬，各地销售压力渐显，预计汽柴油批发价仍有回落 空间，批零价差或进一步扩大。 ...

张达，中国石化镇海炼化公司副总工程师、生产部(调度部)经理。28年前，他从浙江大学化工专业毕业 来到镇海炼化；28年后，他已从一名基层班组外操成长为企业生产调度的"指挥官"。 今年"五一"前夕，张达被评为全国劳动模范。 张达电脑里存着一张全球原油图谱。"渣油被有些企业视为'鸡肋'，但我们偏要做出有价值的产品。"他 说。 作为原油重质化的攻坚者，张达带领团队经过近3年的持续优化，成功建立了一条以沸腾床渣油加氢装 置为核心的重油加工路线。这套装置创下了长周期运行新纪录，并获得法国专利商阿克森斯认证。4年 来，这条原油重质化加工路线最大限度挖掘了未转化油的潜在价值。 张达所在的镇海基地是中国石化四大基地的重要组成部分。在基地庞大的能源链条中，张达一直在琢 磨：如何在宏观层面盘活资源、如何在微观层面确保每一滴原油的最大价值。 张达牵头编制了《镇海炼化2030年前碳达峰方案》，开展清洁能源替代，提升清洁能源供给能力；积极 推进碳资产管理系统建设，做好日常碳排放监控，镇海炼化119套能源装置、917条能源活动数据都被纳 入智能监控；高效落实生物航煤装置试生产工作，成功产出生物航煤合格产品。这项创新技术使我国成 为亚洲第一 ...

Core Insights - The "Online Preventive Maintenance of Safety Instruments in Petrochemical Industry" project by Yan'an Refinery of Yanchang Petroleum won the second prize at the 2025 National Equipment Management and Technological Innovation Achievement Exchange Conference, highlighting advancements in safety instrument management [1][3] Group 1: Project Overview - The project addresses pain points in safety instrument management within the petrochemical sector, moving away from traditional management models [1] - It establishes a comprehensive preventive maintenance management system for safety instruments, optimizing and upgrading safety instrument management [1] Group 2: Implementation and Results - Since the implementation of the preventive maintenance system, Yan'an Refinery has inspected 240 level switches and 529 interlock instruments, identifying and resolving over 100 potential issues [3] - In 2024, the company achieved zero incidents of production fluctuations or unplanned shutdowns caused by instrument malfunctions, significantly reducing maintenance costs [3]

Core Viewpoint - Dalian aims to establish itself as a Northeast Asia commodity resource allocation hub through a three-year action plan from 2025 to 2027, leveraging its industrial and geographical advantages to enhance commodity trade and market integration [1][2]. Group 1: Geographical and Industrial Advantages - Dalian's unique geographical position, with a natural deep-water port and extensive land transportation network, facilitates efficient distribution of commodities like soybeans and iron ore, making it a key logistics hub in Northeast Asia [2]. - The city has over 100 international shipping routes and significant deep-water berths, enhancing its capabilities in petrochemical and iron ore trade, particularly with Japan and South Korea [2]. Group 2: Strategic Development Plans - The action plan focuses on three key industrial clusters: agricultural products, metal minerals, and energy chemicals, with Dalian being a major base for oil refining and chemical industries in China [3]. - The plan proposes the establishment of a commodity trading park for energy chemicals, supported by major projects like the Hengli Petrochemical and the Hengli New Materials Technology Industrial Park, which involves a significant investment of 50 billion yuan [3]. Group 3: Innovative Development Framework - The framework "one core, two wings, and three zones" is designed to enhance Dalian's free trade zone and integrate various industrial parks to foster innovation and collaboration [4]. - The core area is the Dalian Free Trade Zone, with wings including the Shakoukou District for commodity trading and the Taiping Bay for processing and storage [4]. Group 4: Role of the Futures Market - The futures market is identified as a critical component for resource allocation, providing price signals that guide the flow of capital and resources [6]. - The plan emphasizes the importance of training enterprises in futures operations to enhance their understanding and utilization of these financial instruments [6]. Group 5: Collaboration and Talent Development - Dalian is fostering collaboration with leading enterprises and educational institutions to develop talent in commodity trading and risk management, with initiatives like the "Hundred Schools and Ten Thousand Talents" program [9]. - The partnership with universities aims to create specialized courses in commodity trading and financial management, ensuring a steady supply of skilled professionals [9]. Group 6: Market Integration and International Trade - The acceleration of the futures market's opening is expected to create new opportunities for Dalian to expand its international trade, particularly with Northeast Asian markets [10].

Core Insights - Guangdong Petrochemical has achieved significant advancements in the development and application of a high-coke ratio environmentally friendly POX (Partial Oxidation) technology, winning a first-class award at the recent Science and Technology Innovation Conference [1] Group 1: Project Achievements - The project has successfully reduced maintenance labor hours by 4,800 and lowered gasifier maintenance costs by over 7 million yuan, with the facility operating stably for over 970 days [1] - The technology team has increased the coke blending ratio from 0% to 80%, overcoming various technical challenges related to the properties of petroleum coke [2] - Since August 2023, the company has achieved over 85% blending ratio and stable operation at over 85% load by adjusting operational parameters [2] Group 2: Operational Innovations - In 2024, the company implemented a "smooth feeding" operational mode, significantly reducing gasifier "back-cut" costs and improving system operation quality [3] - The project has addressed the challenges of utilizing high-sulfur, high-metal, and low-value petroleum coke, achieving a record maintenance cycle of 176 days in the domestic industry [3] - The petroleum coke hydrogen production facility has continuously supplied nearly 5 billion standard cubic meters of high-purity hydrogen and fuel gas since its commissioning [3]

Group 1 - The core viewpoint emphasizes that Russian oil companies are required to promptly resume refinery production after completing repairs [1]

Core Viewpoint - The U.S. Energy Information Administration (EIA) reported a significant decrease in U.S. oil imports from Saudi Arabia in April, attributed to maintenance at the Motiva Port Arthur refinery [1] Group 1: Import Data - U.S. oil imports from Saudi Arabia fell to approximately 174,000 barrels per day in April [1] - This represents a month-over-month decline of about 11% [1] - Year-over-year, the imports decreased sharply by 49% [1] Group 2: Contributing Factors - The decline in imports is primarily due to maintenance activities at the Motiva Port Arthur refinery [1]

Core Insights - The company has developed over 10 chemical products in the first five months of the year, with a high-end chemical product rate exceeding 70% [1][3] - The company has implemented 47 energy-saving measures, resulting in a cost reduction of over 1 billion yuan [6][7] - The company focuses on technological innovation to enhance quality and efficiency, integrating new product development and digital transformation [2][5] Energy Efficiency and Production Optimization - The company has optimized processes to reduce logistics inefficiencies and improve energy utilization, leading to increased production of ethylene and propylene [1][3] - Adjustments in operational modes have resulted in significant increases in production efficiency, such as a 0.43-ton increase in ethylene processing load per hour [4][6] Technological Innovation and Product Development - The company has successfully produced a new polyethylene product using domestic catalysts, enhancing market competitiveness [2] - The company has developed 14 types of metallocene polyethylene products since 2015, becoming a leader in this segment in China [2] Cost Control and Financial Performance - The company has established a comprehensive cost control system, achieving significant savings through optimized operational practices [6][7] - The company has ranked first in profitability and new material output among its peers in the refining sector as of May [5] Digital Transformation and Smart Management - The company has implemented a smart management system that allows for real-time production adjustments, significantly improving operational efficiency [5] - The introduction of intelligent inspection robots has enhanced maintenance quality and operational stability [5]

Core Insights - Daqing Petrochemical has achieved the highest score in the 2024 procurement performance assessment by China National Petroleum Corporation, leading among 34 units in the refining and chemical materials sector, indicating a significant improvement in material supply management and supporting high-quality development [1] Group 1: Procurement Management - The company has implemented a performance assessment system that emphasizes meticulous management, focusing on five core indicators: centralized procurement rate, online procurement rate, procurement cost savings rate, catalog procurement rate, and direct manufacturer procurement rate [1] - Daqing Petrochemical aims to enhance procurement management through systematic optimization and benchmarking against industry leaders, ensuring a comprehensive upgrade in management practices [1] Group 2: Cost Reduction Strategies - A full-chain service system has been established for secondary material centralized procurement, which includes demand forecasting, resource integration, and bulk purchasing, allowing the company to leverage its purchasing power for better price negotiations [1] - The company has adopted a dynamic pricing management mechanism to track market variables and develop differentiated procurement strategies, effectively reducing procurement costs [2] Group 3: Supplier Management - Daqing Petrochemical is focused on optimizing the direct procurement ecosystem by enhancing supplier resource structure and implementing a dynamic management and multi-dimensional evaluation system for suppliers [2] - The company aims to significantly reduce intermediary trade links and shorten supply chains, achieving goals of "safe, timely, and economical" material supply through core manufacturer partnerships [2]

Group 1 - Valero Energy Corp's stock has gained nearly 40% since April, leading analysts to anticipate profit-taking due to overbought conditions [1] - The stock has faced resistance at the $142.50 level, which has historically led to sell-offs when reached [2][3] - Previous instances of reaching this resistance level resulted in traders placing sell orders, creating a pattern of selling pressure [4] Group 2 - The current overbought conditions at the resistance level suggest that a sell-off may occur soon, as traders anticipate a reversal [5]