石油炼化

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恒力石化股价微涨0.29% 大宗交易折价成交2亿元
Jin Rong Jie· 2025-08-25 18:15
恒力石化最新股价为17.15元,较前一交易日上涨0.05元。当日开盘价为17.10元,最高触及17.50元,最 低下探至16.84元,成交量为458160手,成交金额达7.86亿元。 风险提示:市场有风险,投资需谨慎。 恒力石化是国内领先的石化企业,主营业务涵盖石油炼化、PTA、聚酯新材料等领域。公司拥有从原油 加工到聚酯新材料的完整产业链,产品广泛应用于纺织、包装、电子等行业。 数据显示,恒力石化当日主力资金净流出4523.90万元,占流通市值的0.04%。近五日主力资金累计净流 入21313.49万元,占流通市值的0.18%。 8月25日,恒力石化发生一笔大宗交易,成交1169.45万股,成交金额2亿元,成交价17.10元,较当日收 盘价折价0.29%。该笔交易占当日总成交额的25.43%,买方为华泰证券上海分公司,卖方为中国银河证 券大连人民路营业部。 ...
中国海油千万吨级炼化一体化项目投产
Xin Lang Cai Jing· 2025-08-25 11:45
Core Viewpoint - China National Offshore Oil Corporation (CNOOC) successfully launched the fifth phase of the Dasha Petrochemical project, marking a significant milestone in the development of integrated refining and chemical projects in China [1] Group 1: Project Development - The Dasha Petrochemical project has achieved a successful first-time operation, indicating effective project execution and operational readiness [1] - The project is located in Ningbo, Zhejiang, and is part of a larger initiative to enhance China's refining and chemical capabilities [1] Group 2: Technological Innovation - The core technology used in the project is a domestically developed complete set of heavy oil direct cracking technology, which allows for the conversion of heavy oil into chemical products such as polypropylene [1] - This technological advancement is expected to promote efficient conversion of heavy oil, aligning with national goals for energy efficiency and resource utilization [1]
荣盛石化20250825
2025-08-25 09:13
荣盛石化 20250825 摘要 2025 年二季度荣盛石化营收 737 亿元,归母净利润 0.14 亿元,扣非 归母净利润 1.37 亿元。炼化板块盈利 0.9 亿元,其中浙石化盈利 8.6 亿 元,中京亏损 3.47 亿元。PTA 瓶片板块盈利约 400 万元,聚酯化纤薄 膜板块亏损约 6,000 万元。 浙石化上半年原油加工量约 2,100 多万吨,炼油负荷率接近 110%。全 年计划按照 4,300~4,400 万吨的原油加工规模进行。上半年成品油产 量约 790 万吨,其中出口 100 万吨、内销 690 多万吨。 上半年国际油价震荡下行,一季度布伦特原油均价为 75 美元/桶,二季 度为 67 美元/桶。国内煤炭价格也呈下行趋势。油价下跌降低了原油采 购成本,以浙石化年加工 4,000 万吨原油规模测算,油价中枢每下行 10 美元/桶,年均可节省原油采购成本超 200 亿元。 公司优化投资结构,降低高性能树脂、高端新材料等项目资本开支,挖 掘国际合作机会。控股股东启动第三期增持计划,体现管理层对公司长 期价值的认可。 Q&A 公司在应对行业调整方面采取了哪些措施? 面对行业调整,公司积极主动应变。 ...
产油大国爆发石油危机,乌克兰改变战术,俄罗斯10%炼油厂停产
Sou Hu Cai Jing· 2025-08-24 04:04
乌克兰袭击俄罗斯能源设施引发"石油危机" 在俄罗斯持续面临乌克兰军队的攻击时,石油供应问题悄然成为了一个新的焦点。为了应对俄罗斯不断升级的军事攻势,乌克兰军方近来改变了战术,逐步 加大对俄罗斯境内能源设施的打击力度。尤为显著的是,乌军对俄罗斯的炼油厂、电力变电站等关键基础设施的袭击,使得俄罗斯的能源生产遭遇了巨大的 冲击。根据《金融时报》报道,随着袭击事件的增多,俄罗斯境内的"石油危机"开始蔓延。越来越多的地区遭遇了严重的汽油短缺,而油价也随之飞涨,整 个局势引起了国际社会的广泛关注。 面对这些频繁的袭击,俄罗斯的能源供应链受到了前所未有的压力。根据《金融时报》的报道,在乌克兰军队加大力度打击俄罗斯能源设施的背景下,俄罗 斯国内多地出现了汽油短缺的情况,油价也持续上涨,创下了纪录。社交媒体上有大量视频显示,加油站前出现了长长的车队,市民纷纷抢购燃料。据悉, 当前俄罗斯已有10%的炼油厂因受袭或设备故障而停产,而原本计划的对外出口也受到影响。国内95号汽油的批发价格比年初上涨了超过55%。 与此同时,半岛电视台也在8月22日报道称,由于乌克兰不断加大对俄罗斯能源设施的打击,以及季节性燃料需求的增加,俄罗斯及其控 ...
【恒逸石化(000703.SZ)】Q2业绩显著回暖,加速布局高附加值差异化产品——2025年半年报点评(赵乃迪/蔡嘉豪)
光大证券研究· 2025-08-24 00:04
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 公司发布2025年半年度报告,2025年上半年公司实现营业收入559.6亿元,同比-13.6%;实现归母净利润 2.3亿元,同比-47.3%。其中Q2单季度公司实现营收287.9亿元,同比-13.0%,环比+6.0%;实现归母净利 润1.75亿元,同比+953.9%,环比+240.2%。 点评: 炼油、长丝价差改善,2025年Q2业绩回暖 2025年Q2,布伦特原油均价66.76美元/桶,同比-22%,环比-11%;石脑油裂解价差-50美元/吨,同比+19 美元/吨,环比+20美元/吨;炼油价差1111元/吨,同比+420元/吨,环比+158元/吨;PX价差-389元/吨,同 比-821元/吨,环比+175元/吨;PT ...
美国X-37B太空飞机发射升空以测试通信和导航技术;中国海油大型炼化一体化项目全面建成丨智能制造日报
创业邦· 2025-08-23 03:25
1.【中国海油大型炼化一体化项目全面建成】中国海油宣布,中海石油大榭石化炼化一体化项目在浙 江宁波全面建成。该项目总投资额为210亿元,此次投产的核心装置每年产能达320万吨,可年产聚 合级乙烯和丙烯达120万吨,这两种产品是加工矿泉水瓶、食品包装袋、化纤衣物等日常生活用品的 最基础原材料,事关老百姓"衣食住行"。该装置投产后,大榭石化烯烃每年产能达到180万吨,成为 全国规模最大重质油直接转化制烯烃生产基地。(广角观察) 2.【美国X-37B太空飞机发射升空以测试通信和导航技术】美国太空军的可重复使用太空飞机X-37B 从佛罗里达州卡纳维拉尔角航天发射场发射升空,进入近地轨道。美国太空军此前发布消息表示,计 划在X-37B飞行器的第八次任务框架内进行激光通信演示。此外,在此次任务框架内还将测试一种基 于量子惯性技术的不依赖GPS的先进导航系统。( 财联社 ) 3.【法国液化空气集团将以28.5亿欧元收购韩国工业气体制造商DIG Airgas】法国液化空气集团宣布 已与麦格理亚太区基础设施基金签署协议,收购韩国工业气体制造商DIG Airgas,该交易预计将于 2026年上半年完成。此次拟议交易对DIG Ai ...
石油化工行业周报:考虑OPEC+的进一步增产,EIA预计今年全球原油将有164万桶、天的供应过剩-20250817
Shenwan Hongyuan Securities· 2025-08-17 11:38
Investment Rating - The report indicates a positive outlook for the petrochemical industry, particularly for polyester and refining companies, suggesting potential investment opportunities in leading firms such as Tongkun Co. and Hengli Petrochemical [17][18]. Core Insights - The EIA forecasts a global crude oil supply surplus of 1.64 million barrels per day for the current year, with adjustments made to oil and natural gas price predictions [4][15]. - The IEA and OPEC have both revised their global oil demand growth estimates for 2025 and 2026, with IEA projecting increases of 680,000 and 700,000 barrels per day respectively, while OPEC expects increases of 1.29 million and 1.38 million barrels per day [8][44]. - The report highlights a recovery in the drilling day rates for offshore rigs, indicating a positive trend in the oil service sector [22][37]. Summary by Sections Supply and Demand - EIA expects global oil and liquid fuel consumption to rise by 980,000 barrels per day in 2025, reaching 103.7 million barrels per day, and by 1.19 million barrels per day in 2026 [46]. - Global oil supply is projected to increase by 2.28 million barrels per day in 2025, with OPEC+ contributing approximately 610,000 barrels per day to this growth [12][46]. Price Predictions - EIA has adjusted its forecast for 2025 average crude oil prices to $67 per barrel, down by $2 from previous estimates, and $51 per barrel for 2026, down by $7 [4][47]. - The report notes a decline in refining margins, with Singapore's refining margin dropping to $15.07 per barrel [51]. Industry Performance - The report emphasizes the recovery potential in the polyester sector, with expectations of improved profitability as supply and demand dynamics stabilize [17]. - Key companies in the refining sector, such as Hengli Petrochemical and Rongsheng Petrochemical, are highlighted as having favorable competitive positions due to lower operational costs and market conditions [17][18].
印度两大油企购买非俄原油
Zhong Guo Hua Gong Bao· 2025-08-15 04:20
美国一直在敦促印度停止购买俄罗斯原油。自2022年俄乌冲突爆发以来,印度国有炼油厂一直在购买廉 价的俄罗斯原油,但在美国总统特朗普的压力下,印度国有炼油厂于7月下旬暂停了对俄罗斯原油的购 买。据消息人士透露,印度石油公司在最近的招标中购买了200万桶美国马瑞原油、200万桶巴西原油和 100万桶利比亚原油。过去一周,该公司还通过招标从中东、美国、加拿大和尼日利亚购买了800万桶9 月交付的原油。 据消息人士透露,巴拉特石油公司也通过谈判购买了900万桶9月交付的原油,其中包括100万桶安哥拉 原油、100万桶美国马瑞原油、300万桶阿布扎比原油和200万桶尼日利亚原油。 中化新网讯 近日,印度两大国有炼油厂印度石油公司和巴拉特石油公司已合计购买了至少2200万桶非 俄罗斯原油,所购原油将于9月和10月交付。 ...
延炼斩获全国设备管理与技术创新奖
Zhong Guo Hua Gong Bao· 2025-08-01 02:21
中化新网讯 在近日举行的2025行业设备管理与技术创新成果交流大会上,延长石油炼化公司所属延安 炼油厂申报的"石油化工安全仪表在线预防性维护"成果获得2025全国设备管理与技术创新成果二等奖。 该成果聚焦石油化工安全仪表管理的痛点与难点,打破传统仪表管理模式,通过完善和丰富安全仪表系 统预防性维护管理体系,实现了安全仪表管理的优化升级。其核心在于根据设备的重要性和工作条件, 精准划分安全仪表在线预防性维护范围,制定详细的维护方案与计划,明确每台设备的维护周期和具体 内容,构建起科学高效的安全仪表在线预防性维护模式。 图为颁奖现场。(企业供图) 自实施该安全仪表系统预防性维护工作以来,延炼取得了显著成效,累计排查240个液位开关、529台联 锁仪表,发现并解决大小隐患问题100余项。2024年度,该公司成功实现仪表设备误动作造成的生产大 幅波动或非计划停工清零,大幅节约了维护成本。 ...
大连着力打造东北亚大宗商品资源配置基地
Qi Huo Ri Bao Wang· 2025-07-29 16:27
Core Viewpoint - Dalian aims to establish itself as a Northeast Asia commodity resource allocation hub through a three-year action plan from 2025 to 2027, leveraging its industrial and geographical advantages to enhance commodity trade and market integration [1][2]. Group 1: Geographical and Industrial Advantages - Dalian's unique geographical position, with a natural deep-water port and extensive land transportation network, facilitates efficient distribution of commodities like soybeans and iron ore, making it a key logistics hub in Northeast Asia [2]. - The city has over 100 international shipping routes and significant deep-water berths, enhancing its capabilities in petrochemical and iron ore trade, particularly with Japan and South Korea [2]. Group 2: Strategic Development Plans - The action plan focuses on three key industrial clusters: agricultural products, metal minerals, and energy chemicals, with Dalian being a major base for oil refining and chemical industries in China [3]. - The plan proposes the establishment of a commodity trading park for energy chemicals, supported by major projects like the Hengli Petrochemical and the Hengli New Materials Technology Industrial Park, which involves a significant investment of 50 billion yuan [3]. Group 3: Innovative Development Framework - The framework "one core, two wings, and three zones" is designed to enhance Dalian's free trade zone and integrate various industrial parks to foster innovation and collaboration [4]. - The core area is the Dalian Free Trade Zone, with wings including the Shakoukou District for commodity trading and the Taiping Bay for processing and storage [4]. Group 4: Role of the Futures Market - The futures market is identified as a critical component for resource allocation, providing price signals that guide the flow of capital and resources [6]. - The plan emphasizes the importance of training enterprises in futures operations to enhance their understanding and utilization of these financial instruments [6]. Group 5: Collaboration and Talent Development - Dalian is fostering collaboration with leading enterprises and educational institutions to develop talent in commodity trading and risk management, with initiatives like the "Hundred Schools and Ten Thousand Talents" program [9]. - The partnership with universities aims to create specialized courses in commodity trading and financial management, ensuring a steady supply of skilled professionals [9]. Group 6: Market Integration and International Trade - The acceleration of the futures market's opening is expected to create new opportunities for Dalian to expand its international trade, particularly with Northeast Asian markets [10].