中化新网讯 截至9月底，石家庄炼化焦化装置已连续平稳运行17个月，创下该装置长周期运行新纪录。 作为一套重油处理装置，石炼焦化装置对于提高企业的原料适应性和产品多样性至关重要。自2021年装 置开工以来，该公司组织技术骨干成立攻关团队，将延长装置运行周期作为攻关重点持续推进。 目前，石炼正在对焦化装置进行分炉清焦作业，进一步深化管理，以保障装置安全平稳运行为前提，持 续优化装置运行，为推动企业高质量发展做出更大贡献。 石炼精细调整焦化装置各重要参数措施，持续改善运行工况，建立了与长周期运行目标挂钩的绩效考核 机制，有效调动了装置各班组的积极性;开展以关键指标为考评依据的班组竞赛，营造良好的竞争氛 围，促进了员工操作水平的整体提升;推行操作人员、专业工程师和管理人员分级巡检制度，实现了对 设备运行状态全方位监控，确保隐患得到及时发现和处理，筑牢安稳运行根基。 ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 在石油炼化与化工领域，气相色谱是把控产品质量、优化生产工艺的核心技术工具。但炼厂气、汽柴油、聚合物等不同 样品的分析难点多，仪器操作与故障排查也让人头疼…… 别担心！ 《气相色谱及其联用技术在石油炼制和石油化工中 的应用》 来了，紧扣石油炼化实际应用，一站式解决气相色谱分析痛点！ 带你了解炼化主要产品类别与特性，快速建立石油炼化领域的基本认知框架。 气相色谱基础 深入学习气相色谱核心原理、仪器构造，为后续分析工作筑牢理论基础，尤其适合石油炼化分析领域新人快速入 门。 （二）全品类样品分析，聚焦实际应用 气态产物分析 详解炼厂气等主要气态产物的气相色谱分析方法，助力掌握气体组分检测技巧。 馏分油分析 涵盖轻质馏分油、中间馏分油和重质油分析，重点讲解汽柴油组成、含硫 / 氮 / 氧化合物等关键指标的检测。 一、课程核心：覆盖石油炼化全流程分析 （一）基础入门，筑牢技术根基 炼化产品认知 化工中间品与聚合物分析 介绍聚合单体、芳烃等有机中间产品，以及聚合物挥发物、添加剂、受限有害物质的气相色谱分析策 ...

美股周五早盘，道指30成份股雪佛龙公司（NYSE：CVX）下跌0.4%，此前有报道称，雪佛龙位于洛杉 矶县的一座炼油厂发生爆炸后，引发大规模火灾。 来源：环球市场播报 ...

美银行体系准备金八连降跌破3万亿美元，美联储缩表或接近拐点。美国银行体系的准备金已连续八周下降，并首次跌破3万亿美元大关，令市场对美 联储是否会提前结束缩表产生关注。根据美联储周四公布的数据，截至10月1日的一周，银行准备金减少201亿美元至2.98万亿美元，创下今年1月以来 最低水平。准备金下滑与美国财政部的加大发债密切相关。自7月上调债务上限后，财政部加快发行国债以重建现金余额，吸收了市场流动性。这直接 冲击了美联储资产负债表中的负债端，包括隔夜逆回购(RRP)工具和商业银行准备金。随着RRP逐渐枯竭，商业银行在美联储持有的准备金成为主 要"出血口"。该变化正值美联储继续实施量化紧缩(QT)。QT通过缩减国债和MBS持有规模，收紧金融体系流动性。今年早些时候，美联储已放缓缩表 节奏，每月减少的债券到期规模有所降低，以避免引发市场震荡。 美联储威廉姆斯：各大央行必须为意外情况做好准备。FOMC永久票委、纽约联储主席威廉姆斯周五表示，不可预测的变化是不可避免的，央行需要 认识到这一点，并制定策略来应对这些环境。他表示，应对不确定性意味着央行需要制定强有力的原则和策略，以应对一系列突发事件，同时指出仍 将有新情 ...

Core Viewpoint - Guangdong Petrochemical has successfully trial-produced three new product grades in full-density polyethylene, high-density polyethylene, and polypropylene, showcasing its commitment to developing high-quality products and overcoming technical challenges since its inception nearly three years ago [1] Group 1: Export Market Expansion - Guangdong Petrochemical has exported over 2 million tons of various products to more than 10 countries and regions, including Europe, Australia, and Japan, achieving a product qualification rate of 100% [3] - The company has optimized its refining processes to meet international standards, successfully increasing the smoke point of aviation kerosene from 22 mm to over 26 mm and achieving a corrosion level below 0 [3][4] Group 2: Aromatics Production and Purity - The aromatics unit at Guangdong Petrochemical has maintained a paraxylene purity of over 99.75%, significantly exceeding international standards, and has implemented various optimizations to enhance operational efficiency [4][5] - The company has reduced the circulation of ineffective materials and improved energy efficiency, with comprehensive energy consumption far below industry benchmarks [4] Group 3: New Product Development - Guangdong Petrochemical has completed over 230 production transitions across its four polyethylene units, focusing on new product development [7] - The company successfully trial-produced three new grades in one week, including a high-strength polyethylene suitable for dairy packaging, enhancing product value [7][8] - A total of 20 new high-efficiency materials have been developed, with total new product output exceeding 1.7 million tons, leading the industry in both variety and volume among Chinese petroleum refining enterprises [8]

Industry Developments - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" was released, aiming for a self-controlled, high-end, intelligent, and green development of China's energy key equipment industry chain by 2030, with significant achievements in technology and industrial systems [2] - The "Steel Industry Stabilization Growth Work Plan (2025-2026)" was issued, projecting an average annual growth of about 4% in the steel industry's added value from 2025 to 2026, with improved economic benefits and a more balanced market supply and demand [2] - The Chongqing Zhaodu Reservoir project, part of national major water conservancy projects, has successfully completed its first water delivery tunnel, with a total reservoir capacity of 201 million cubic meters [2] Technological Innovations - The world's first megawatt-level commercial floating wind power system successfully completed testing in Gobi conditions, showcasing advancements in renewable energy technology [3] - The world's largest hoisting vertical ship lift, the Baise Ship Lift, was successfully delivered, marking a new peak in "Chinese manufacturing" in this field, with a total lifting weight of 1,070 tons and a height of 88.8 meters [3] Trade and Export Performance - Jiangsu's exports of "new three types" products, including new energy vehicles, reached 121.45 billion yuan in the first eight months of the year, reflecting a growth of 10.6% [3] Regulatory Updates - Beijing's market regulatory bureau issued a notice to standardize charging fees for electric bicycles, requiring clear pricing and separation of price and fee [4] Corporate Developments - China Petroleum & Chemical Corporation (Sinopec) has commenced the integrated refining and chemical project in Xinjiang, expected to generate an annual output value of approximately 20.2 billion yuan and tax revenue of about 3.5 billion yuan, while creating around 10,000 jobs [6]

Core Viewpoint - Despite the focus on large tech stocks and AI-related companies, traditional oil refining companies have seen significant gains, with their performance nearly matching that of leading AI infrastructure firms like Nvidia and Broadcom [1][2]. Group 1: Market Performance - Major refining companies such as Valero Energy Corp and Marathon Petroleum Corp have seen stock price increases of at least 30% this year, outperforming approximately 90% of S&P 500 constituents, including tech giants like Microsoft and Apple [2]. - Smaller refining firms like Par Pacific Holdings Inc. and CVR Energy Inc. have experienced even stronger stock performance, with Par Pacific's stock doubling and CVR Energy's stock rising by 83% year-to-date [2]. Group 2: Profitability Factors - The profitability of global refining companies has significantly increased due to falling crude oil prices and stable gasoline prices, leading to expanded profit margins [3]. - The market anticipates further declines in Brent crude oil prices, which could enhance the earnings outlook for refineries and catalyze additional stock price increases [1][9]. Group 3: Energy Sector Dynamics - The weight of energy stocks, including oil and gas, in the S&P 500 index has been steadily declining, currently accounting for less than 3% [6]. - The so-called "Magnificent Seven" tech giants dominate the S&P 500 and Nasdaq 100 indices, comprising about 35% of their market weight, while also benefiting from the AI boom [6]. Group 4: Future Outlook - Analysts suggest that as oil prices decline, it is typical to sell large oil company stocks and buy refining stocks, which may have a "scarcity value" due to the limited number of new facilities being built [11]. - The recent proposal to exempt small refineries from renewable fuel standards could serve as a tailwind for the sector, contributing to stock price increases for mid-sized refiners [11]. - Factors such as attacks on Russian energy infrastructure, low diesel inventories, and unprecedented electricity demand from AI data centers create a unique bullish outlook for the refining sector over the next 6-12 months [12].

Core Viewpoint - Guangdong Petrochemical has successfully trial-produced three new product grades in a week, showcasing its commitment to developing a high-quality product matrix and overcoming technical challenges since its inception nearly three years ago [1] Group 1: Product Development and Market Expansion - Guangdong Petrochemical has exported over 2 million tons of various products since 2025, reaching international markets in over 10 countries and regions, with a product qualification rate of 100% [3] - The company has optimized its refining processes to meet international standards, achieving significant improvements in key performance indicators such as smoke point and sulfur content in its aviation fuel and ultra-low sulfur diesel [2][3] - The company has developed 20 high-efficiency new material products, with three grades reaching international advanced levels, leading the industry in both variety and production volume [8] Group 2: Technological Innovations and Operational Efficiency - The company has implemented over 230 production transitions across its four polyethylene units, demonstrating its agility in responding to market demands [8] - Through continuous optimization of its processes, Guangdong Petrochemical has maintained a xylene purity of over 99.75% and a yield stability between 96% and 97% [5][6] - The company has significantly reduced energy consumption in its operations, achieving a decrease of 1.4 kg standard oil per ton in August compared to July [5]

Group 1: Overview of Cooperation Opportunities - The Emirate of Ras Al Khaimah is seeking cooperation opportunities with Shandong, indicating a deepening economic collaboration between China and Middle Eastern countries [1][2] - The Ras Al Khaimah Free Trade Zone offers tax incentives for businesses engaged in transshipment trade, including exemption from import/export duties [3] Group 2: Economic and Infrastructure Development - Ras Al Khaimah is developing its Saqr Port, which will enhance its oil refining capabilities and increase liquid bulk handling capacity to 100 million tons annually [4] - The region is witnessing significant infrastructure projects, with Chinese companies actively participating in local developments, including the establishment of a large concrete pipe factory [4][6] Group 3: Investment and Market Opportunities - The UAE has a favorable business environment, ranking 7th globally for competitiveness, with zero personal income tax and low corporate tax rates [3] - The Middle East is becoming a key market for Chinese companies, with opportunities in various sectors including renewable energy, transportation, and smart city solutions [10][11] Group 4: Strategic Partnerships and Projects - Shandong Electric Power Construction Third Engineering Company is a leading player in the Middle East, being the largest EPC contractor for seawater desalination globally [8] - Saudi Arabia's Vision 2030 presents numerous investment opportunities in renewable energy, infrastructure, and mining, aligning with Shandong's strengths [13] Group 5: Challenges and Recommendations - Chinese EPC contractors face competition from international firms and must adapt to local standards and requirements to succeed in the Middle East [11][14] - Companies are advised to have a solid foundation and experience before entering the Middle Eastern market to mitigate risks [14]

Core Viewpoint - Yanshan Petrochemical has initiated a comprehensive safety inspection and rectification program named "Thunder Action," focusing on production site operations and construction activities [1][2] Group 1: Action Plan - The "Thunder Action" emphasizes rapid execution, requiring all company personnel to act swiftly [1] - The plan highlights the importance of identifying potential hazards and ensuring compliance with safety regulations [1] - The initiative aims for thorough inspections without any blind spots, reinforcing the execution of safety measures [1] Group 2: Key Areas of Focus - The program will rigorously check the management of safety warning signs [1] - It will assess the risk prevention measures for refining and chemical processes [1] - The initiative includes scrutiny of equipment leakage risk management [1] - Construction project management will also be a focal point [1] - The maintenance processes of facilities will undergo strict oversight [1] - Safety management during the transportation and unloading of hazardous chemicals will be evaluated [1] - The safety management of oil and gas pipelines will be inspected [1] - The program will address the management of natural disaster prevention [1] Group 3: Implementation Phases - The "Thunder Action" will be executed in three phases: self-inspection by secondary units, company-wide inspections, and deep rectification [2] - The first phase requires completion of self-inspections by the end of September [2] - The second phase involves professional safety checks by responsible departments, to be completed by the end of October [2] - The final phase focuses on developing and implementing rectification plans based on inspection findings, scheduled for November to December [2]