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民生证券:8月工业企业利润超预期高增 谁是“幕后推手”?
智通财经网· 2025-09-27 07:27
Core Insights - In August, industrial enterprises' profits surged from negative to a growth rate of 20.4%, marking the highest increase since December 2023. However, when excluding the low base effect, profit growth showed a marginal slowdown, decreasing from 1.3% in July to -0.5% in August when using a two-year average compound growth rate [1][2][12]. Group 1: Profit Growth Analysis - The significant profit increase in August is attributed to the "anti-involution" policy, which is reshaping profit distribution logic. This profit report provides key insights into these changes [2][7]. - The breakdown of volume, price, and profit margin in August indicates a scenario of "increased volume, decreased price, and positive profit margin growth." This represents a clear reversal from previous trends, with weakening support from industrial added value and reduced drag from PPI [5][12]. Group 2: Industry Dynamics - The "anti-involution" policy's effects are beginning to show, with some industries experiencing a restructuring of profit patterns. While external trade uncertainties may impact certain companies, the economic data from August suggests immediate price support from the policy [7][12]. - The analysis of volume and price data in August categorizes industries into four quadrants based on their response to the "anti-involution" dynamics, highlighting varying levels of competition and profitability across sectors [8][11]. Group 3: Sector-Specific Performance - Upstream industries have shown the most notable improvement in profits, with a narrowing decline to -1.9% in August from -12.7% in July, marking the best performance of the year for these sectors [12]. - In contrast, the midstream sector's profit growth remained stable, while downstream industries, particularly pharmaceuticals and automotive manufacturing, exhibited lackluster profit growth [12][13].
重庆复兴油田页岩油井产量创纪录
Zhong Guo Hua Gong Bao· 2025-09-24 02:44
Core Insights - The Jianghan Oilfield has achieved a new production record with the Xinyey L213-6-1HF well, yielding 208 cubic meters of oil and 52,000 cubic meters of gas per day, resulting in an oil and gas equivalent of 203.7 tons per day [1] Group 1: Well Performance - The Xinyey L213-6-1HF well is located in Chongqing's Zhong County and is part of the evaluation wells deployed in the Sichuan Basin [1] - The well has a 100% penetration rate of high-quality reservoirs and achieved efficient drilling over a horizontal section of 3,035 meters, with a drilling cycle of only 29.96 days, setting multiple drilling records in the region [1] Group 2: Operational Strategy - Jianghan Oilfield focuses on three main objectives: enhancing seam-controlled reserves, adapting process parameters, and optimizing seam network support [1] - The company has implemented an integrated operational model, relying on an integrated fracturing decision center to continuously optimize fracturing modification plans [1] - Monitoring and evaluation post-fracturing indicate a 30% increase in seam network complexity and over a 25% improvement in uniformity, enhancing both modification uniformity and flow capacity [1] Group 3: Record Achievements - The well has set new records for the maximum number of fracturing segments, the largest construction fluid volume, and the highest test production capacity in the Revitalization area [1]
风沙是独特的BGM 挥洒青春智慧端牢国家能源饭碗 | 砥砺奋进七十载 天山南北谱华章
Yang Shi Wang· 2025-09-20 04:48
央视网消息:在新疆塔克拉玛干沙漠腹地,"深地一号"顺北油气田正在日夜生产,这里的150多口深井平均深度在8000米以下, 几乎相当于珠峰的高度。在大漠风沙中,一群年轻的石油人正扎根广袤的西部大地,挥洒青春和智慧,让我们国家的能源饭碗牢牢 端在自己手中。 越野车在沙漠里颠簸了3个多小时,终于到达杨凌鹏的工作地点。 中国石化西北油田采油四厂生产指挥中心高级主管杨凌鹏介绍,顺北油气田面积非常非常大,有2万平方公里左右。有时候他们坐车 从最北端到最南端的井要走6个小时左右。 杨凌鹏,1995年生人,5年前从辽宁石油学院研究生毕业,来到深地一号顺北油气田。刚满30岁的杨凌鹏已经参与了两座油气处理站 库的建设和投产,成长为联合站的站长。 智能化生产线,7000多个控制点,每天能处理3000多吨原油和400多万立方米的天然气。这样复杂的系统在建设组装时不能有丝毫偏 差,不然就会给生产运行埋下安全隐患。面对艰巨的挑战,杨凌鹏和同事们奋战了一年。 塔克拉玛干沙漠一年有200多天都是风沙天气。这些年轻人常年在户外工作,风吹日晒,红色的工装1个多月就会褪色发白。 在顺北油气田有很多像杨凌鹏一样年轻的面孔,这支坚守深地的队伍平均年龄 ...
进入中海油平台拖航市场
Qi Lu Wan Bao· 2025-09-19 11:09
本报9月18日讯(大众新闻记者顾松通讯员王为刘晨光)近日,胜利石油工程公司海洋钻井公司新胜利二 号平台顺利就位渤西井组,标志着该公司成功拓展中海油钻井平台拖航业务。 自进入中海油市场以来,该公司致力于"打造精品工程",先后完成曹妃甸、秦皇岛、龙口、渤南等区块 20口井钻完井服务,7项KPI指标达到A类钻井平台标准,打成2口"百吨井",连续4个月日费获取率保持 100%,2次收到甲方表扬信。 本次拖航作业时间窗口窄、要求精度高、作业意义重大,气象预报仅有一天的良好天气,就位位置距离 生产平台仅3.2米。拖航前,他们提前做好水文气象资料搜集、拖航方案制定、船舶验收、平台拖曳系 统、压排载系统、桩腿升降系统检查和试验。拖航过程中,人员分工明确、统一指挥、精准操作,实现 当天拔桩、当天拖航、当天就位,较原作业计划提前7天。甲方项目经理、钻井总监全程观摩,给予高 度评价。 ...
逐梦万里深地 ——记中国石油塔里木油田企业首席专家王春生
Jing Ji Ri Bao· 2025-08-30 23:20
但在深地塔科1井,这些"配角"被王春生当成宝贝。他经常开会强调,钻井人一定要结交"3个好朋友": 地质、钻井液、钻工具。他催促年轻的钻井人,"赶紧去找'3个好朋友'串门呀,掏点他们的'武功秘 籍'"。他自己则天天和这3个专业的现场技术负责人胡剑风、尹达、卢强在一起吃饭、散步。 今年年初,我国首口超万米科探井——深地塔科1井在地下10910米胜利完钻。该井先后创造了全球尾管 固井最深、全球电缆成像测井最深、全球陆上钻井突破万米最快、亚洲直井钻探最深等工程纪录。 万米钻探,步步惊心,每一米都是对未知的挑战,每一寸都是向极限的突破。那么多世界级技术难题、 井控风险,那么多来自五湖四海的专业队伍,需要一个集现场技术总负责、生产组织总指挥于一身的负 责人,塔里木油田企业首席专家王春生担起了重任,成为深地塔科1井的井长。"我们要努力向深而生, 保障国家能源安全。"王春生说。 善用人才 有些深地塔科1井的工作人员说,他们有点怕王春生。最初对他的一些做法也不太理解。 现场钻井工程主要由钻井、地质、钻井液、钻工具四大专业队伍联合完成。曾经,地质、钻井液、钻工 具专业处于"配角"地位。虽然目前油田实行工程地质一体化并取得不小成绩 ...
烽火淬炼“石油魂”
Zhong Guo Hua Gong Bao· 2025-08-27 02:32
Core Viewpoint - The article commemorates the 80th anniversary of China's victory in the Anti-Japanese War and highlights the historical significance of the Yanlong Oil Factory and the Dingbian Salt Field in contributing to national energy security during wartime [1]. Group 1: Historical Significance - The Yanlong Oil Factory, established in 1905, is recognized as the first oil enterprise on land in China, marking the beginning of modern oil industry development in the country [5]. - During the Anti-Japanese War, the Yanlong Oil Factory played a crucial role in supporting the war effort by producing essential oil products despite severe resource shortages and equipment destruction [6][10]. - The factory produced a total of 3,155 tons of crude oil, 163.94 tons of gasoline, and 5,760 boxes of candles from 1939 to 1946, significantly contributing to the war effort and earning the title "Heroic Oil Mine" [10]. Group 2: Spirit of Self-Reliance - The article emphasizes the spirit of self-reliance and hard work embodied by the workers at the Yanlong Oil Factory, who created makeshift drilling equipment to continue oil production under challenging conditions [6][10]. - The factory's workers, led by Chen Zhenxia, demonstrated resilience by using wooden drilling rigs to extract oil, which became a symbol of the perseverance of the Chinese people during the war [10][12]. Group 3: Contribution of the Dingbian Salt Field - The Dingbian Salt Field, another significant industrial heritage site, provided essential salt to the local population and military during the war, showcasing the importance of salt as a vital resource [14][17]. - Under the leadership of military and local officials, the salt field produced over 700,000 piculs of salt in 1941, helping to alleviate food shortages and stabilize the economy in the region [20][21]. Group 4: Modern Developments - Today, the Yanlong Oil Company is transitioning towards a diversified energy model, aiming to become a world-class green low-carbon comprehensive energy service provider by 2025 [30]. - The company is expanding its product offerings beyond oil to include gas, coal, and electricity, reflecting a shift towards high-quality development and sustainable practices [30].
胜利油田生产经营半年考交出亮眼“成绩单”
Qi Lu Wan Bao Wang· 2025-08-18 10:49
Core Insights - The company achieved significant operational milestones in the first half of the year, including the highest production levels in nine years and a record low breakeven point since the start of the 14th Five-Year Plan [1][2][3] - The leadership emphasized the importance of collaboration and resilience in achieving these results, which reflect a strong foundation for future growth [2][10] Production and Economic Performance - The company reported a production of 12,600 tons of crude oil, maintaining an upward trend in oil and gas output for eight consecutive years [3][4] - All 11 development units exceeded production targets, showcasing effective cost control and improved economic benefits [4][6] - The company has implemented a "lean management" approach, focusing on value creation and cost reduction strategies to navigate low oil prices [6][10] Technological Advancements and Innovations - The establishment of an integrated online geological and technical decision-making platform has enhanced operational efficiency [7] - New projects, including shale oil capacity and carbon capture initiatives, have contributed to increased production and reduced costs [7][8] Strategic Planning and Future Outlook - The company is committed to high-quality development and has outlined strategies to address challenges posed by fluctuating oil prices [12][13] - The focus will be on expanding traditional oil and gas production while exploring new energy sources and technologies [13][14] - The leadership has called for a collective effort to achieve annual production goals and prepare for the upcoming 15th Five-Year Plan [11][14]
四川盆地首个油田诞生 重庆页岩油助力中国能源“破冰”
Sou Hu Cai Jing· 2025-08-12 02:54
原标题:重报深一度|四川盆地首个油田诞生 重庆页岩油助力中国能源"破冰" 8月6日,丰都县仁沙镇,背景是渝东连绵的群山,田垄与林木间,一幅现代工业与千年农耕文明交织的 画卷在记者眼前展开。 一座雄壮的采气平台——泰页1试采站,如同钢铁巨人般矗立于平整开阔的井场。它的脚下,灰顶的控 制室、银色的储罐、黄色的采气树布局井然;纵横的管线如通血脉,将宝贵的"工业黄金"输送出去。 8月4日,丰都县仁沙镇,丘陵中的复兴油田泰页1#试采站。记者 张春晓 实习生 陈昕雯 摄/视觉重庆 这里,就是重庆市和整个四川盆地的第一个油田——复兴油田的核心作业区。一种暗金色的、被地质学 家称为"挥发性"的轻质石油,正从这座钢铁巨人脚下数千米深的侏罗纪页岩层中汩汩而出。 它的诞生,在中国的能源版图上点亮了一个新的坐标;其背后则是十余年探索和开拓,历经起落的"破 冰"史诗。 "富气少油"魔咒下的十年求索 最初的钻井结果令人鼓舞,确实见到了油气。但后来尽管打了10多口井,产出的油气却始终不多,无法 形成有经济效益的工业化开采。 深夜的会议室里,烟雾缭绕,江汉油田技术团队对着复杂的测井曲线和地质模型反复推敲,却始终无法 突破产能的瓶颈。 以当时 ...
陕西延长石油近10年累计投入科技资金超600亿元 让油田实现“逆生长”
Ren Min Ri Bao· 2025-08-04 21:57
Core Viewpoint - The company is transforming from a traditional oil extraction enterprise into a large-scale energy and chemical company that efficiently develops and utilizes multiple resources, including oil, gas, and coal, through innovative technologies and sustainable practices [1][2][3]. Group 1: Technological Innovations - The company has developed a controlled-speed water injection technology that has increased oil recovery rates from 13.7% to 17.3%, enhancing production stability [1][2]. - The company captures CO2 produced during coal chemical processes and injects it into oil layers, achieving an annual injection scale of 360,000 tons, which reduces carbon emissions and aids in oil recovery [2]. - Over the past decade, the company has invested over 60 billion yuan in technology, resulting in the establishment of over 10 globally first-of-their-kind facilities for comprehensive resource utilization [2]. Group 2: Financial Performance - In 2024, the company’s oil and gas equivalent production surpassed 20 million tons, reaching 20.146 million tons, with revenue of 390 billion yuan and a total profit of 14.802 billion yuan [3]. - The company anticipates breakthroughs in modern industrial system construction and new productive forces development in the next 5-10 years due to increased investment in technological research and development [3]. Group 3: Organizational Structure and Incentives - The company has established four research institutions and over 30 national and provincial innovation platforms, employing more than 2,000 researchers to drive innovation [2]. - Various mechanisms have been implemented to enhance innovation, including hiring experts, providing incentives through equity and dividends, and rewarding technology transfer based on contract amounts [2].
美国至7月25日当周总钻井总数 542口,前值544口。
news flash· 2025-07-25 17:05
Group 1 - The total number of active drilling rigs in the United States as of the week ending July 25 is 542, a decrease from the previous count of 544 [1]