Group 1 - The core viewpoint of the article emphasizes the acceleration of innovation capabilities in China's industries, driven by policy support for cultivating new productive forces, leading to the upgrading of traditional industries and the rapid development of emerging industries [1][3]. - The emergence of new quality services is identified as a crucial engine for cultivating new productive forces, characterized by new dynamics through innovative production factors like information technology and AI, new ecosystems relying on collaborative partnerships, and new paradigms promoting deep industry integration [2][3]. Group 2 - The demand for new quality services is closely linked to China's focus on developing new productive forces, as highlighted in the "14th Five-Year Plan," which aims for significant breakthroughs in high-quality development and the construction of a modern economic system [4][5]. - Since the "14th Five-Year Plan," the average annual growth rate of the added value of high-tech manufacturing has been 9.2%, with projections indicating that by 2024, it will account for 16.3% of the total industrial added value [5]. - The "Two New" policies, which include large-scale equipment updates and the replacement of consumer goods, are expected to release market potential worth trillions, marking a significant step in the comprehensive deepening of these policies [5][6]. Group 3 - The new quality service market is entering a trillion-level explosive growth phase, with key sectors such as industrial, electronics, transportation, medical, and construction serving as core areas for this development [6][7]. - In the industrial sector, the demand for equipment updates is driving the foundation of the new quality service market, with policies promoting upgrades in high-end equipment and digital transformation [6][7]. - The medical sector's new quality services focus on intelligent equipment upgrades, digital diagnosis, and green construction, supported by increasing policy backing and rapid market growth [7]. Group 4 - The transportation sector is a key application area for equipment updates and dual transformation, with the shift to new energy vehicles and the development of smart logistics driving the new quality service market [7]. - In the construction sector, new quality services are centered on the renovation of old buildings, smart building construction, and the application of green materials, driven by urban renewal initiatives and carbon neutrality requirements [7][8]. - Overall, new quality services are seen as an inevitable trend in economic development, serving as a vital support for optimizing and upgrading the economic structure, driven by technological innovation and user demand [8].

格隆汇12月5日丨中国石油化工股份(00386.HK)发布公告，2025年12月5日耗资387.17万港元回购86万 股，回购价格每股4.48-4.52港元。 ...

智通财经APP讯，中国石油化工股份(00386)公布，2025年12月5日耗资约387.17万港元回购86万股股 份。 ...

（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中原证券认为，随着反内卷政策的持续推进，在行政监管与行业自律等多项举措作用下，未来化工 行业的供给端约束有望明显加强。同时随着行业固定资产投资力度的下降，行业产能过剩的格局有望逐 步扭转，推动景气的逐步复苏。叠加环保、安监、减排等方面的监管要求的提升，对化工行业供给侧迎 来新的约束，推动行业格局的优化与高质量发展。 石化ETF（159731）紧密跟踪中证石化产业指数，从申万一级行业分布来看，基础化工行业占比为 60.39%，石油石化行业占比为32.71%，随着石化行业向智能化和绿色化发展，产业链价值将进一步提 高。 每日经济新闻 截至12月5日10:50，石化ETF（159731）涨0.24%，持仓股扬农化学、亚钾国际、华峰化学等涨幅 居前。从资金净流入方面来看，石化ETF近10日有9个交易日获得资金净流入，合计"吸金"2550万元。 ...

2025年1-8月原油加工量分析： 摘要：【图】2025年1-8月辽宁省原油加工量数据分析 图表：辽宁省原油加工量分月（当月值）统计 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。 据国家统计局数据，在2025年的前8个月，辽宁省规模以上工业企业原油加工量累计达到了5644.6万 吨，与2024年同期的数据相比，增长了6.1%，增速较2024年同期高9.7个百分点，增速较同期全国高2.9 个百分点，约占同期全国规模以上企业原油加工量48807.2万吨的比重为11.6%。 图表：辽宁省原油加工量分月（累计值）统计 2025年8月原油加工量分析： 单独看2025年8月份，辽宁省规模以上工业企业原油加工量达到了719.4万吨，与2024年同期的数据相 比，8月份的原油加工量增长了10.7%，增速较2024年同期高20.6个百分点，增速较同期全国高3.1个百 分点，约占同期全国规模以上企业原油加工量6346.5万吨的比重为11.3%。 产业调研网为您提供更多 石油化工行业最新动态 石油的现状和发展趋势 化工行业现状与发展趋势 日化市场现状及前景分析润滑油市场调 ...

s 加安期货 沥青早报 研究中心能化团队 2025/12/5 | | 指标 | 11/4 | 11/28 | 12/2 | 12/3 | 12/4 | 日度变化 | 周度変化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 基差&月差 | 山东基差(+80)(弘润) | 17 | 44 | 114 | 78 | 48 | -30 | 4 | | | 华东基差(镇江库) | 157 | 54 | 134 | 88 | 88 | 0 | 34 | | | 华南基差(佛山库) | 107 | -16 | 64 | 18 | -2 | -20 | 14 | | | 12-01 | -4 | -18 | -25 | -25 | -19 | 6 | -1 | | | 12-03 | -35 | -48 | -53 | -52 | -47 | 5 | | | | 01-02 | -15 | -7 | -5 | -9 | -11 | -2 | -4 | | :11:1 | BU主力合约(01) | 3193 | 2996 | 2916 | 2952 | ...

摘要：【图】2025年9月黑龙江省石油焦产量数据分析 2025年1-9月石油焦产量分析： 图表：黑龙江省石油焦产量分月（累计值）统计 2025年9月石油焦产量分析： 单独看2025年9月份，黑龙江省规模以上工业企业石油焦产量达到了1.7万吨，与2024年同期的数据相 比，9月份的产量下降了6.1%，增速较2024年同期低15.9个百分点，增速较同期全国低2.9个百分点，约 占同期全国规模以上企业石油焦产量259.7万吨的比重为0.7%。 图表：黑龙江省石油焦产量分月（当月值）统计 据国家统计局数据，在2025年的前9个月，黑龙江省规模以上工业企业石油焦产量累计达到了14.7万 吨，与2024年同期的数据相比，下降了8.5%，增速较2024年同期低28.8个百分点，增速较同期全国低 3.8个百分点，约占同期全国规模以上企业石油焦产量2342.9万吨的比重为0.6%。 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 石油现状及发展前景 化工发展前景趋势分析 日化的现状和发展趋势 润滑油行业现状与发展趋势汽油市场 ...

石油沥青日报 | 2025-12-05 市场压力仍存，盘面延续弱势 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 原油价格大幅波动、宏观风险、海外原料供应风险、沥青终端需求变动、装置开工负荷变动等 市场分析 1、12月4日沥青期货下午盘收盘行情：主力BU2601合约下午收盘价2952元/吨，较昨日结算价上涨31元/吨，涨幅 1.06%；持仓104372手，环比下跌8340手，成交129735手，环比上涨121328手。 2、卓创资讯重交沥青现货结算价：东北，3156—3500元/吨；山东，2840—3470元/吨；华南，2960—3150元/吨； 华东，3100—3300元/吨。 虽然原油价格近日小幅反弹，但沥青盘面依然维持低位震荡态势，反弹动力暂有限，需等待筑底完成。现货方面， 昨日西北、山东以及华南地区沥青现货价格均出现下跌，其余地区沥青现货价格大体企稳。就沥青自身基本面而 言，市场情绪仍较弱，需求端持续疲软，南方炼厂释放供应较多，压制沥青现货价格。虽然有部分冬储合同释放， 但逆转弱势还需要更多利好因素刺激。 策略 单边：中性，短期观望为主，等待市场筑底 跨期：逢高反套2601/ ...

1. Report Industry Investment Rating - Unilateral: Neutral, with a short - term focus on waiting and seeing [2] 2. Core View of the Report - The recent strength of the external market provides some support to the domestic market, but the upward driving force on the futures market is still limited [1] 3. Summary by Related Content Market Analysis - On December 4, the regional prices were as follows: Shandong market 4450 - 4500 yuan/ton; Northeast market 4000 - 4160 yuan/ton; North China market 4250 - 4470 yuan/ton; East China market 4270 - 4500 yuan/ton; Yangtze River market 4600 - 4980 yuan/ton; Northwest market 4350 - 4520 yuan/ton; South China market 4400 - 4600 yuan/ton [1] - In the first half of January 2026, the CIF prices of frozen propane and butane in East China were 590 and 582 US dollars/ton respectively, up 2 US dollars/ton, equivalent to 4594 and 4532 yuan/ton respectively, up 14 yuan/ton. In South China, they were 583 and 575 US dollars/ton respectively, up 2 US dollars/ton, equivalent to 4540 and 4478 yuan/ton respectively, up 14 and 15 yuan/ton [1] - Recently, Saudi Aramco's December CP increased, and the external swap price maintained a volatile and strong trend, raising the LPG import cost. In the spot market, the price in the East China region rose moderately yesterday, while the prices in other regions remained stable, with a general trading atmosphere and controllable upstream inventory pressure [1] - In terms of fundamentals, the Middle - East supply has tightened marginally recently, the maintenance of Kuwait's Azour refinery has been extended, and the domestic refinery supply is relatively stable. Overseas supply is tightened in the short - term but remains relatively loose in the medium - term. In terms of demand, the combustion - end demand is acceptable; in the deep - processing sector, the operating rate of PDH plants is still limited by profit factors [1] Strategy - Unilateral: Neutral, short - term waiting and seeing is recommended; for cross - period, cross - variety, spot - futures, and options, no strategies are provided [2]

德黑兰时报12月1日报道：第三届伊朗石油化工大会暨展览会（Petrochem 2026）将于2026年1月6日至8 日在基什国际展览中心举行。会议旨在解决行业挑战，并展示最新的创新成果、产品和技术。此次会议 重点是推进伊朗石化产业发展，加强技术、商业和投资合作。据组委会报道，与上届相比，参展企业数 量增长了40%，超过200家企业和制造商确认参展。参展商将展示石化产品、催化剂、机械设备及相关 器材。此外，还将举办研讨会和技术讲座，以促进主要石化企业、下游产业和国内技术开发商之间的交 流互动。（驻伊朗使馆经商处） ...