Workflow
石油化工
icon
Search documents
中国石油化工股份(00386)12月8日斥资541.9万港元回购120万股
智通财经网· 2025-12-08 09:54
智通财经APP讯,中国石油化工股份(00386)发布公告,于2025年12月8日,该公司斥资541.9万港元回购 120万股股份,每股回购价4.49-4.54港元。 ...
国家发改委:自12月8日24时起,国内汽、柴油价格每吨均降低55元
Jing Ji Guan Cha Wang· 2025-12-08 09:32
| 成都市 | | --- | | 贵阳市 | | 昆明市 | | 西安市 | | 西宁市 | | 注: 1、表中价格包含浑 | | 2、表中汽油和柴油 | | 格。 | | 3、汽、柴油第六阶 | | 4、供国家储备、新 | | 7755 元和 6765 元; 其它 | 经济观察网据国家发改委网站消息,近期国际市场油价波动运行,根据12月8日的前10个工作日平均价格与上次调价前10个工作日平均价格对比情况,按照 现行成品油价格机制,自12月8日24时起,国内汽、柴油价格(标准品,下同)每吨均降低55元。调整后,各省(区、市)和中心城市汽、柴油最高零售价格见附 表。 | ו ו ו להלך ה | | --- | | 江苏省 | | 浙江省 | | 安徽省 | | 福建省 | | 江西省 | | 山东省 | | 湖北省 | | 湖南省 | | 河南省 | | 海南省 | | 重庆市 | | 广东省 | | 广西壮族自治区 | | 宁夏回族自治区 | | 甘肃省 | | 新疆维吾尔自治 | | 暂不实行一省一价 | | 呼和浩特市 | | 实行一省一价的地 | | --- | | 北京市 | | 天津市 | ...
苯乙烯产业链期货周报-20251208
Yin He Qi Huo· 2025-12-08 07:34
苯乙烯产业链期货周报 研究员:隋斐 期货从业证号:F3019741 投资咨询证号:Z0017025 目录 第二章 核心逻辑分析 4 第一章 综合分析与交易策略 2 第三章 周度数据追踪 17 GALAXY FUTURES 1 综合分析与交易策略 【综合分析】 【交易策略】 单边:震荡整理 套利:观望 期权:观望 GALAXY FUTURES 2 纯苯:近期地缘局势维持紧张状态,美国CPI环比上升同时就业数据走弱,市场担忧远期需求前景,本周油价先升后降。本周纯苯供增需减, 港口库存下降。中石化纯苯挂牌价格稳定,纯苯现货价格重心小幅抬升,山东和华东两地纯苯价差缩小,目前内盘区域间套利窗口仍呈关闭状 态。供应方面,福海创、东明石化先后重启,盛虹炼化一套重整装置 9 月 7 日停一套重整,计划月底重启,大连福佳大化重整及芳烃装置计 划 9 月中停车检修,初步计划 1 个月左右,石油苯检修不多,供应相对充裕。新装置方面,山东裕龙一套裂解乙烯23万吨新装置和河南丰利 石化一套9万吨新装置计划 9 月中下旬投产, 9月中下旬河北荣特,山西晋茂、山西焦化、辽宁鞍钢、唐山迪牧计划重启,,10 月纯苯进口 量预计延续高位。供应预 ...
AI与财务管理如何融合?这场论坛这么说
Guo Ji Jin Rong Bao· 2025-12-08 05:55
12月6日,第八届智能财务论坛在上海国家会计学院国际会议中心举行。本次评选共选出10家单位荣获 智能财务最佳实践年度综合大奖,包括中国石油化工股份有限公司油田事业部等;10家单位荣获智能财 务最佳实践单项奖,包括华中科技大学同济医学院附属协和医院等;3家单位荣获智能财务最佳实践最 佳网络人气奖。 研究院工作方面,自2018年成立以来,已汇聚19家机构、525名研究人员,形成六大研究方向,发布大 量蓝皮书、白皮书等成果。2026年,研究院将重点推进参与"十五五"规划制定、组织十大信息技术与最 佳实践评选、开通智能财务知识共享平台、发布AI Agent蓝皮书、深化国际合作等十大任务,持续推动 行业发展。 "需明晰战略、善用技术、夯实数据、重构流程、赋能人才、聚焦价值、严控风险,七要素兼备则成功 率大增。"就企业智能财务转型成功而言,刘勤在接受记者采访时表示,AI与财务管理融合,正从财务 会计标准化场景向管理会计个性化场景延伸、从单点智能向全局智能迈进,突破数据、模型、集成、人 才、法规瓶颈是关键。 (文章来源:国际金融报) 面向未来,卢文彬提出三大发展方向:一是坚持自主创新,构建中国特色智能财务知识体系,立足中国 ...
高频数据跟踪 20251207:物价持续上行,房地产季节性改善
China Post Securities· 2025-12-08 05:25
1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - High - frequency economic data focuses on four aspects: production end heat is differentiated, the real - estate market has seasonal improvement, prices continue to rise, and the Baltic Dry Index continues to rise rapidly. Short - term attention should be paid to the implementation of incremental policies on the consumption and investment sides and the recovery of the real - estate market [2][33] 3. Summary by Relevant Catalogs 3.1 Production: Steel Output Declines, Asphalt Operating Rate Rises Slightly at a Low Level - **Steel**: Coke oven capacity utilization increased by 0.62 pct, blast furnace operating rate decreased by 0.93 pct, and rebar output decreased by 16.77 tons. On the week of December 5th, the coke oven capacity utilization of domestic independent coking plants (230 samples) was 72.64%, the blast furnace operating rate of steel mills (247 samples) was 80.16%, and the national building materials steel mill rebar output was 189.31 tons [3][10] - **Petroleum Asphalt**: The operating rate increased by 0.1 pct but remained at a low level. On the week of December 3rd, the domestic petroleum asphalt plant operating rate was 27.9% [3][10] - **Chemical Industry**: PX operating rate decreased by 0.92 pct, and PTA operating rate remained flat. On December 4th, the domestic chemical PX operating rate was 89.21%, and the PTA operating rate was 73.81% [3][10] - **Automobile Tires**: The operating rate of all - steel tires increased by 0.17 pct, and that of semi - steel tires increased by 1.73 pct. On the week of December 4th, the operating rate of automobile all - steel tires was 63.5%, and that of semi - steel tires was 70.92% [11] 3.2 Demand: Seasonal Improvement in Commodity Housing Transactions, Rapid Uptrend of BDI Index - **Real Estate**: The commodity housing transaction area continued to rise, the inventory - to - sales ratio declined, the land supply area declined from a high level, and the residential land transaction premium rate rebounded. On the week of November 30th, the commodity housing transaction area of 30 large and medium - sized cities was 2.4449 million square meters, the inventory - to - sales ratio of 10 large cities was 89.07, the land supply area of 100 large and medium - sized cities was 34.2804 million square meters, and the residential land transaction premium rate was 3% [15] - **Movie Box Office**: It increased by 1.648 billion yuan compared with the previous week. On the week of November 30th, the national movie box office revenue was 211.1 million yuan [15] - **Automobile**: On the week of November 30th, the daily average retail sales of manufacturers increased by 54,500 vehicles, and the daily average wholesale sales increased by 90,300 vehicles [18] - **Shipping Freight Rates**: The SCFI index decreased by 0.39%, the CCFI index decreased by 0.62%, and the BDI index increased by 6.52%. On the week of December 5th, the SCFI was 1397.63 points, the CCFI was 1114.89 points, and the BDI was 2727 points [21] 3.3 Prices: Prices of Crude Oil, Metals, Coking Coal, and Agricultural Products All Rise - **Energy**: Brent crude oil price increased by 0.87% to $63.75 per barrel. On December 5th, the settlement price of Brent crude oil futures (continuous contract) was $63.75 per barrel [23] - **Coking Coal**: The futures price increased by 9.49% to 1165 yuan per ton. On December 5th, the settlement price of coking coal futures (active contract) was 1165 yuan per ton [23] - **Metals**: The futures price changes of LME copper, aluminum, and zinc were +4.38%, +1.24%, and +1.56% respectively, and the domestic rebar futures price increased by 2.13%. On December 5th, the closing price of LME copper futures (active contract) was $11,665 per ton, LME aluminum was $2900.5 per ton, LME zinc was $3098.5 per ton, and the domestic rebar futures settlement price was 3164 yuan per ton [24] - **Agricultural Products**: The overall price increased, with the 200 - index of agricultural product wholesale prices rising by 1.81%. The price changes of pork, eggs, vegetables, and fruits compared with the previous week were - 0.84%, +1.22%, +2.42%, and +2.63% respectively. On December 5th, the 200 - index of agricultural product wholesale prices was 128.78, the average wholesale price of pork was 17.68 yuan per kg, eggs were 7.44 yuan per kg, 28 kinds of key - monitored vegetables were 5.93 yuan per kg, and 7 kinds of key - monitored fruits were 7.41 yuan per kg [26][27] 3.4 Logistics: Both Domestic and International Flight Volumes Decline, and the Urban Congestion Index Drops Slightly - **Subway Passenger Volume**: It decreased in both Beijing and Shanghai. On December 4th, the seven - day moving average of Beijing's subway passenger volume was 9.6202 million person - times, and that of Shanghai was 10.5057 million person - times [29] - **Flight Execution Volume**: Both domestic and international flight volumes declined. On December 5th, the seven - day moving average of domestic (excluding Hong Kong, Macao, and Taiwan) flight execution volume was 12,359.14 flights, the seven - day moving average of domestic (Hong Kong, Macao, and Taiwan) flight execution volume was 364.43 flights, and the seven - day moving average of international flight execution volume was 1816.14 flights [31] - **Urban Traffic**: The peak congestion index of first - tier cities dropped slightly. On December 5th, the seven - day moving average of the peak congestion index of first - tier cities was 1.72 [31]
液化石油气(LPG)投资周报:PG横盘震荡运行,关注终端市场需求表现-20251208
Guo Mao Qi Huo· 2025-12-08 05:19
投资咨询业务资格:证监许可【2012】31号 【液化石油气(LPG)投资周报】 PG横盘震荡运行,关注终端市场需求表现 国贸期货 能源化工研究中心 2025-12-8 国贸期货研究院:叶海文 从业资格证号:F3071622 投资咨询证号:Z0014205 国贸期货研究院:施宇龙 从业资格证号:F03137502 本报告非期货交易咨询业务项下服务,其中的观点和信息仅供参考,不构成任何投资建议;期市有风险,投资需谨慎 本周能化大宗产品收盘价格监控 能化产品收盘价格监控 | 品 种 | 单 位 | 现 值 | 日涨跌幅 | 周涨跌幅 | 月涨跌幅 | 年涨跌幅 | 周价格走势 | 品 种 | 单 位 | 现 值 | 日涨跌幅 | 周涨跌幅 | 月涨跌幅 | 年涨跌幅 | 周价格走势 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 美元兑人民币汇率 | 元 | 7 0749 . | 0 02% . | -0 06% . | -0 12% . | -1 56% . ...
【图】2025年9月海南省原油产量数据分析
Chan Ye Diao Yan Wang· 2025-12-08 04:02
摘要:【图】2025年9月海南省原油产量数据分析 单独看2025年9月份,海南省规模以上工业企业原油产量达到了9.2万吨,与2024年同期的数据相比,9 月份的产量增长了110.7%,增速较2024年同期高118.2个百分点,增速较同期全国高106.6个百分点,约 占同期全国规模以上企业原油产量1777.5万吨的比重为0.5%。 图表:海南省原油产量分月(当月值)统计 2025年1-9月原油产量分析: 据国家统计局数据,在2025年的前9个月,海南省规模以上工业企业原油产量累计达到了74.1万吨,与 2024年同期的数据相比,增长了67.4%,增速较2024年同期高61.7个百分点,继续保持增长,增速较同 期全国高65.7个百分点,约占同期全国规模以上企业原油产量16263.3万吨的比重为0.5%。 图表:海南省原油产量分月(累计值)统计 2025年9月原油产量分析: 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。 产业调研网为您提供更多 石油化工行业最新动态 石油市场现状及前景分析 化工市场调研与发展前景 日化发展现状及前景预测润滑油市场调研及发展趋 ...
光大证券晨会速递-20251208
EBSCN· 2025-12-08 03:16
Core Insights - The report indicates that the market is experiencing a bullish trend, although it may enter a phase of wide fluctuations in the short term. The current index has significant room for growth compared to previous bull markets, but the duration of the bull market may be more critical than the magnitude of the increase due to government policies promoting a "slow bull" market [2] - The report highlights the attractiveness of fixed-income assets in a low-interest-rate environment, suggesting that the 10-year government bond ETF offers a favorable risk-reward ratio for investors [3] - The report notes that the A-share market is showing signs of recovery, with a focus on defensive and consumer sectors in the short term, while TMT and advanced manufacturing sectors are recommended for medium-term investment [4] Market Data Summary - The A-share market indices showed positive performance, with the Shanghai Composite Index closing at 3902.81, up 0.70%, and the Shenzhen Component Index closing at 13147.68, up 1.08% [8] - The report indicates a slight net inflow into stock ETFs, with small and mid-cap theme ETFs being the main contributors to this inflow [4] - The report also mentions that the issuance of credit bonds increased by 16.86% month-on-month, with a total issuance of 13153.34 billion yuan in November 2025 [7] Industry Research Summary - The report categorizes the electric power equipment and new energy sector into high-growth segments (such as AIDC power supplies, solid-state batteries, hydrogen ammonia, and energy storage) and "anti-involution" segments (including lithium batteries, wind power, and photovoltaics), each presenting unique investment opportunities [12] - The chemical industry is expected to see a recovery in profitability due to macroeconomic improvements and supply-side policy advancements, with a focus on sectors like phosphate chemicals, potassium fertilizers, and lithium battery materials [14] - The report emphasizes the investment potential in the hydrogen ammonia and energy storage sectors, particularly in the context of domestic bidding and overseas opportunities [15]
【图】2025年8月江西省煤油产量数据
Chan Ye Diao Yan Wang· 2025-12-08 03:03
2025年8月煤油产量统计: 煤油产量:11.9 万吨 同比增长:25.3% 增速较上一年同期变化:低7.5个百分点 据统计,2025年8月江西省规模以上工业企业煤油产量与上年同期相比增长了25.3%,达11.9万吨,增速 较上一年同期低7.5个百分点,增速放缓,增速较同期全国高14.6个百分点,约占同期全国规模以上企业 煤油产量555.6万吨的比重为2.1%。 详见下图: 摘要:【图】2025年8月江西省煤油产量数据 2025年1-8月煤油产量统计: 煤油产量:64.2 万吨 同比增长:27.9% 增速较上一年同期变化:高18.1个百分点 据统计,2025年1-8月,江西省规模以上工业企业煤油产量与上年同期相比增长了27.9%,达64.2万 吨,增速较上一年同期高18.1个百分点,继续保持增长,增速较同期全国高24.5个百分点,约占同期全 国规模以上企业煤油产量3931.5万吨的比重为1.6%。详见下图: 图2:江西省煤油产量分月(累计值)统计图 图1:江西省煤油产量分月(当月值)统计图 产业调研网为您提供更多 石油化工行业最新动态 石油市场调研与发展前景 化工发展现状及前景预测 日化市场调研及发展趋势 润 ...
前沿技术成果加速“变现”
Zhong Guo Hua Gong Bao· 2025-12-08 03:01
11月25日在天津举办的2025中国石油和化工民营经济高质量发展大会分论坛——石化行业国家级创新平 台科技创新成果交流论坛上,来自多个全国重点实验室的专家学者介绍了微化工、工业人工智能(AI)、 绿色分离技术、高性能新材料制备等创新成果。《中国化工报》记者了解到,面对行业发展的多重压 力,覆盖原料利用、反应工艺、系统集成的全链条技术创新成果正在为行业注入全新动能。 技术协同多点突破:工艺更绿色、更安全 记者从会上了解到,本质安全与绿色低碳依然是创新方向。 清华大学化学工程系党委书记吕阳成介绍了微化工技术——以微结构元件为核心,在微米或亚毫米受限 空间内进行化工过程,减小装置体积以提高安全性和可控性,将实验室成果快速转化为工业生产。 "微化工的核心不是通道大小,而是在微纳尺度上精准控制反应过程,通过强化混合传递,规避相似放 大带来的风险。"吕阳成表示,该团队开发的首套600吨/年重氮盐绝热微反应合成工艺、首套1000吨/年 氯苯绝热硝化微反应工艺,实现了效率提升与能耗降低的双重突破,被应急管理部和中国化学品安全协 会视为危险化工工艺创新的典范。 与吕阳成同属化学工程与低碳技术全国重点实验室的天津大学王志教授介绍 ...