据央视新闻， 记者今天（10月23日）从中国石化获悉，位于四川盆地的风险探井——綦陆页1井，测试获高产页岩油气流，日产页岩油38.64立方 米，天然气1万立方米， 标志着 我国在四川盆地发现了一个资源量达亿吨级的新页岩油规模增储阵地。 綦陆页1井所在的綦江页岩气田，于2022年发现了千亿立方米大型整装页岩气田。綦陆页1井获高产页岩油气流，拓展了綦江地区非常规资 源类型，与2022年发现的綦江页岩气田形成"下气上油"立体成藏格局，进一步开拓了四川盆地"油气并进"战略资源格局。中国石化持续加 大页岩油勘探开发力度，已探明新兴、溱潼、复兴三个规模页岩层系新油田，2024年页岩油年产量达70.5万吨，较上年增产30.8万吨， 2025年成功提交页岩油探明地质储量2亿多吨、天然气123.52亿立方米。 页岩油是一种赋存于页岩层系中的非常规石油资源，具有广阔的开发前景，是我国原油长期稳产的重要接替力量。綦陆页1井位于重庆市綦 江区，完成钻井的页岩储层位于地下两千多米，这口井在地下水平方向钻进了超过两公里，钻遇含油性较好页岩厚度近40米。这口井的突破 揭示该区新类型优质页岩分布面积超1000平方公里，具有较高的勘探开发潜力 ...

Core Insights - China Petroleum & Chemical Corporation (Sinopec) has discovered a new shale oil reserve in the Sichuan Basin, specifically at the Qilu Yey 1 well, which has a production capacity of 38.64 cubic meters of shale oil and 10,000 cubic meters of natural gas per day, indicating a new resource area with a potential of over 100 million tons [1][3][5] Group 1 - The Qilu Yey 1 well is located in the Qijiang District of Chongqing, with the shale reservoir situated over 2,000 meters underground, revealing a thickness of nearly 40 meters of oil-rich shale [3][5] - The breakthrough at Qilu Yey 1 well confirms a large-scale shale oil resource target exceeding 100 million tons, marking a strategic shift in oil and gas exploration from marine to terrestrial environments in the southern Sichuan Basin [3][5] Group 2 - The Qijiang shale gas field, where the Qilu Yey 1 well is located, was previously identified in 2022 with a large-scale shale gas reserve of 100 billion cubic meters, creating a "gas below, oil above" resource structure in the region [5] - Sinopec is intensifying its shale oil exploration efforts, with projected annual production of 705,000 tons in 2024, an increase of 308,000 tons from the previous year, and plans to confirm geological reserves of over 200 million tons of shale oil and 12.352 billion cubic meters of natural gas by 2025 [5]

今天（10月23日）从中国石化获悉，位于四川盆地的风险探井——綦陆页1井，测试获高产页岩油气 流，日产页岩油38.64立方米，天然气1万立方米，标志着我国在四川盆地发现了一个资源量达亿吨级的 新页岩油规模增储阵地。中国石化勘探分公司相关负责人表示，綦陆页1井页岩埋藏深度浅、油质好， 具有较好的经济开发效益。该井取得重大突破，基本落实了一个资源量超亿吨的页岩油大型整装目标， 初步实现了四川盆地南部油气勘探从海相走向陆相新领域的战略构想。（央视） ...

科技日报记者 操秀英 10月23日，记者从中国石化获悉，中国石化勘探分公司部署在重庆市綦江区的风险探井——綦陆页1井，试获日产油38.64立方米、天然气1万立方米高产页 岩油气流。对该井的区域整体评价表明，中国石化在四川盆地新发现了资源量达亿吨级的页岩油增储阵地，对我国西南地区页岩油勘探开发具有战略意义。 在部署实施綦陆页1井过程中，中国石化组建地质工程一体化攻坚团队，攻关形成"甜点"预测、钻井和压裂等针对性关键技术序列，安全高效完成钻探施 工，水平段长超2000米，优质页岩钻遇率100%，实现了探井的测试高产。 据介绍，中国石化持续加大页岩油勘探开发力度，已探明新兴、溱潼、复兴三个规模页岩层系新油田。其中，新兴油田位于渤海湾盆地济阳坳陷，2025年成 功提交页岩层系石油探明地质储量1.4亿多吨。溱潼油田位于苏北盆地，2025年成功提交页岩层系石油探明地质储量4002万吨。复兴油田位于四川盆地东南 缘，2025年成功提交石油2010.06万吨、天然气123.52亿立方米探明地质储量。2024年，中国石化页岩油年产量达70.5万吨，较上年增产30.8万吨，为保障国 家能源安全作出了积极贡献。 （中国石化供图）责 ...

上市公司：泰山石油（000554），ST实华（000637），沈阳化工（000698），恒逸石化（000703）， 岳阳兴长（000819），大庆华科（000985），中国石化（600028），恒力石化（600346），ST海越 （600387），统一股份（600506），上海石化（600688），渤海化学（600800），中国石油 （601857），恒通股份（603223） 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年1-8月，石油和天然气开采业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 180个，和上年同期相比，增加了12个，同比增长7.14%，占工业总企业的比重为0.03%。 2016-2025年1-8月石油和天然气开采业企业数统计图 ...

国家统计局10月20日发布数据显示，9月份，规模以上工业增加值同比实际增长6.5%，环比增长 0.64%。其中，石油和天然气开采业增长8.9%，化学原料和化学制品制造业增长9.0%，橡胶和塑料制品 业增长5.3%。 分三大门类看，9月份，采矿业增加值同比增长6.4%，制造业增长7.3%，电力、热力、燃气及水生 产和供应业增长0.6%。 分经济类型看，9月份，国有控股企业增加值同比增长6.5%；股份制企业增长6.8%，外商及港澳台 投资企业增长5.8%；私营企业增长4.6%。 分行业看，9月份，41个大类行业中有36个行业增加值保持同比增长。其中，煤炭开采和洗选业增 长6.4%，石油和天然气开采业增长8.9%，农副食品加工业增长6.0%，酒、饮料和精制茶制造业增长 0.8%，纺织业增长2.2%，化学原料和化学制品制造业增长9.0%，非金属矿物制品业增长0.2%，黑色金 属冶炼和压延加工业增长2.2%，有色金属冶炼和压延加工业增长8.4%，通用设备制造业增长9.3%，专 用设备制造业增长5.4%，汽车制造业增长16.0%，铁路、船舶、航空航天和其他运输设备制造业增长 10.3%，电气机械和器材制造业增长7.9%， ...

Industry Overview - The Chinese oil extraction industry, referred to as "oil and gas extraction," is the upstream segment of the energy industry chain, focusing on exploration, development, and production of crude oil and natural gas. It is a foundational and strategic industry for the national economy, directly impacting energy security, industrial production, transportation, and social life [1] - The development of this industry is influenced by international oil prices, national policies, geological resources, and technological levels, characterized by capital intensity, technology intensity, and high risk [1] Market Characteristics - The market is highly concentrated, dominated by the "Big Three" oil companies: China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), which control the majority of domestic oil and gas resources [6] - The industry is strongly policy-driven, with national strategies and guidelines, such as the "14th Five-Year Plan," focusing on energy security and low-carbon transition [6] - High costs and risks are prevalent as the focus shifts from easily extractable conventional resources to unconventional fields like deep-sea and shale oil, leading to increased exploration and development costs [6] - Domestic oil companies' revenues and profits are highly correlated with international oil prices, but domestic price controls and long-term contracts create a lag in performance fluctuations [6] Current Industry Status - In 2023, China's crude oil production reached 209 million tons, a 2.0% year-on-year increase, driven by continued capital investment in key basins [7] - However, domestic production growth lags behind consumption growth, with crude oil imports reaching 564 million tons in 2023, resulting in a dependency rate of approximately 72% [7] - The government is promoting market-oriented reforms in oil and gas exploration, opening certain exploration blocks to private and foreign enterprises [7] Future Trends - The core focus remains on "increasing reserves and production" to ensure energy security, with expectations for the "Big Three" to maintain domestic crude oil production above 200 million tons [13] - Unconventional oil and gas, along with deep-sea resources, are expected to be the main growth areas, with investment and technological breakthroughs being critical for industry development [13] - Digitalization and smart technologies are seen as essential for reducing costs and enhancing efficiency in the face of high operational costs [13] - Major oil companies are transitioning towards integrated and comprehensive energy suppliers, expanding into downstream high-value chemical products and renewable energy sectors [13] Challenges and Opportunities - The industry faces challenges such as resource constraints, high costs of unconventional and deep-sea oil and gas, and long-term pressures from carbon neutrality goals [13] - However, there are opportunities for growth through strong policy support for energy security, potential technological breakthroughs in key areas, and the rising demand for natural gas as a cleaner fossil fuel during the energy transition [13]

【周心怀辞任】10月20日，中国海洋石油有限公司关于执行董事、副董事长及首席执行官辞任的公告 称，中国海洋石油有限公司董事会谨此宣布，周心怀先生因任职变化辞任本公司执行董事、副董事长及 首席执行官，自二零二五年十月二十日生效。因此，周先生于同日起亦将不再担任本公司战略与可持续 发展委员会成员。（来源：上海证券交易所、中国海油） 证券简称:中国海油 公告编号:2025-030 证券代码:600938 中国海洋石油有限公司("本公司")董事会谨此宣布,周心怀先生("周先 生")因任职变化辞任本公司执行董事、副董事长及首席执行官,自二零二五年十月 二十日生效。因此,周先生于同日起亦将不再担任本公司战略与可持续发展委员会成 员。 董事会于2025年10月20日以书面决议形式审议通过有关执行董事、副董事长及 首席执行官辞任的议案,表决结果为8票同意,0票反对,0票弃权,周先生未参与表 决。 周先生已确认其与董事会并无任何意见分歧,亦无任何与其辞任有关的事项须提 请本公司股东、香港联合交易所有限公司及上海证券交易所注意。 董事会藉此机会对周先生为本公司及海洋石油事业所作出的贡献表示衷心的感谢。 中国海洋石油有限公司董事会 ...

Core Insights - The overall industrial capacity utilization rate for Q3 2025 is reported at 74.6%, showing a decrease of 0.5 percentage points compared to the same period last year [2] - The mining industry has a capacity utilization rate of 72.5%, down by 2.1 percentage points year-on-year [2] - The manufacturing sector's capacity utilization rate stands at 74.8%, reflecting a decline of 0.4 percentage points from the previous year [3] Industry Breakdown - Mining Industry: Capacity utilization at 72.5%, down 2.1 percentage points from last year [2] - Manufacturing Sector: Capacity utilization at 74.8%, down 0.4 percentage points year-on-year [3] - Electricity, Heat, Gas, and Water Production and Supply: Capacity utilization at 74.3%, unchanged from the previous year [3] Specific Industries - Coal Mining and Washing: 68.9%, down 3.8 percentage points [3] - Food Manufacturing: 70.1%, down 0.6 percentage points [3] - Textile Industry: 77.2%, down 0.7 percentage points [3] - Chemical Raw Materials and Products: 72.5%, down 3.5 percentage points [3] - Non-Metallic Mineral Products: 62.0%, up 0.3 percentage points [3] - Black Metal Smelting and Rolling: 80.1%, up 2.7 percentage points [3] - Non-Ferrous Metal Smelting and Rolling: 77.8%, down 0.6 percentage points [3] - General Equipment Manufacturing: 78.9%, up 0.2 percentage points [3] - Specialized Equipment Manufacturing: 75.5%, down 0.3 percentage points [3] - Automobile Manufacturing: 73.3%, up 0.1 percentage points [3] - Electrical Machinery and Equipment Manufacturing: 74.9%, down 0.7 percentage points [3] - Computer, Communication, and Other Electronic Equipment Manufacturing: 79.0%, up 1.1 percentage points [3]

从环比看，9月份，规模以上工业增加值比上月增长0.64%。 分经济类型看，9月份，国有控股企业增加值同比增长6.5%；股份制企业增长6.8%，外商及港澳台投资企业增长5.8%；私营企业增长4.6%。 分行业看，9月份，41个大类行业中有36个行业增加值保持同比增长。其中，煤炭开采和洗选业增长6.4%，石油和天然气开采业增长8.9%，农副食品加工业 增长6.0%，酒、饮料和精制茶制造业增长0.8%，纺织业增长2.2%，化学原料和化学制品制造业增长9.0%，非金属矿物制品业增长0.2%，黑色金属冶炼和压 延加工业增长2.2%，有色金属冶炼和压延加工业增长8.4%，通用设备制造业增长9.3%，专用设备制造业增长5.4%，汽车制造业增长16.0%，铁路、船舶、航 空航天和其他运输设备制造业增长10.3%，电气机械和器材制造业增长7.9%，计算机、通信和其他电子设备制造业增长11.3%，电力、热力生产和供应业增 长0.5%。 国家统计局发布的数据显示，9月份，规模以上工业增加值同比实际增长6.5%（增加值增速均为扣除价格因素的实际增长率）。从环比看，9月份，规模以 上工业增加值比上月增长0.64%。1—9月份，规模以上 ...