按照日程安排，OPEC+主要成员国在10月5日举行线上会议，商议11月的产量安排。OPEC+的石油产量约占全球总量的一半，其成员包括OPEC+成员国， 以及俄罗斯等非OPEC+产油盟国。 对于此次会议，多家外媒透露，预计该组织将确认11月原油日产量至少再增加13.7万桶。其实，自今年4月起，OPEC+已放弃减产策略。8个参与减产的 OPEC+成员国在9月底前，完全取消此前减产计划中的一项——220万桶/日的自愿减产。从10月开始，这些国家已开始着手取消第二项减产（165万桶/ 日），当月将实现13.7万桶/日的增产。 但是如此快速的连续增产计划，让市场对原油供应进一步增加的预期扩大，加剧了人们对供应过剩局面的担忧。据彭博社调查数据，OPEC+在9月原油日 产量增加40万桶；而路透社调查显示，OPEC+五个成员国9月实际增产34.7万桶/日，低于协议配额增幅。 当下供给不断增加的市场环境下，已促使多家全球金融机构调整其油价预期。国际能源署（IEA）预测，若当前产量趋势持续，2026年原油供应过剩量可 能达到历史最高水平。麦格理集团（Macquarie）最新报告认为，当前形势意味着在今年年底至明年第一季度期间，原 ...

近日，工业和信息化部等7部门联合印发《石化化工行业稳增长工作方案(2025—2026年)》(下称《方 案》)。《方案》明确了行业"稳总量、优结构"的转型方向，成为化工市场关注的焦点。 投资者关心的是，政策对化工品价格影响几何？哪些品种值得重点布局？交易层面又该如何应对？对 此，受访人士普遍认为，这份《方案》的核心逻辑在于不搞"一刀切"去产能，而是通过"控新增、改存 量、扶高端"优化供给。从时间维度来看，政策对化工品价格的作用呈现明显分层。 《方案》明确"不涉及现有化工产能去化"，产能优化重点指向未来新项目，而非当前装置。例如，对炼 油、乙烯、PX等传统领域，仅要求"严控新增产能、科学调控投放节奏"，对现有老旧装置则以"改造升 级"为主，不强制淘汰。"这意味着短期内行业供给端不会出现大幅收缩，而需求端仍受传统行业复苏节 奏影响，缺乏显著增长点。"新湖期货化工研发总监施潇涵向期货日报记者表示。 施潇涵认为，当前化工市场的核心矛盾仍是"产能投放量大但需求疲软"，即便政策出台，近端基本面仍 难有实质改善。"近年来，化工产业链利润总体微薄，各环节在有限利润空间内相互挤压，即便部分品 种短期基本面好转，市场也会因对后续产 ...

新华财经北京9月26日电（记者李唐宁刘旭阳）工业和信息化部、生态环境部、应急管理部等七部门联 合印发的《石化化工行业稳增长工作方案（2025—2026年）》（以下简称"工作方案"）26日正式公布， 提出了2025—2026年石化化工行业增加值年均增长5%以上，经济效益企稳回升，产业科技创新能力显 著增强等目标。 分析人士认为，过去几年我国石化化工行业优化供给结构的压力比较大，企业盈利能力承压。本次工作 方案从提升有效供给能力入手，挖掘传统产业潜力和培育新兴应用需求并举，将推动行业"内卷式"竞争 等难点问题的解决。随着方案落地，科技创新中试项目、老旧装置改造、新兴产业配套材料等方向会迎 来显著发展机会。 提升有效供给扩大有效投资 石化化工行业经济总量大、产业关联度高，事关工业稳定增长、经济平稳运行。我国是全球最大的石化 化工产品生产国和消费国，炼油、乙烯、合成树脂等20多类基础化学品产品产能居世界首位。 但也要看到，石化化工行业仍面临多方面问题和困难。接受新华财经记者采访的业内人士表示，当前行 业结构性矛盾突出，基础大宗原料如煤制甲醇等产能冗余度高、烯烃和芳烃等基础原料产能投放节奏亟 需调控。同时，高端化工新材 ...

Group 1 - The core viewpoint of the article emphasizes the shift in chemical demand from traditional sectors to emerging growth areas such as new energy, robotics, and biotechnology [1][5][6] - Traditional chemical demand can be categorized into two segments: real estate and infrastructure, which are weak, and consumer-related sectors like home appliances and textiles, which show moderate performance [2][5] - New materials related to new energy, AI, and robotics are highlighted as bright spots in chemical demand, indicating a transition towards high-strength, lightweight materials [2][6] Group 2 - Economic indicators from August show a weak performance in traditional sectors, particularly in real estate investments and construction, while new energy vehicles and industrial robots demonstrate strong growth [3][5] - The chemical industry is currently at the bottom of a traditional cycle but is expected to transition to an upward cycle, aided by policies against over-competition [6][9] - The overall profitability of the chemical industry remains low, but there are signs of a potential recovery driven by new material demands and a shift in economic dynamics [8][9] Group 3 - The article suggests that the recent interest in the chemical sector is due to the performance of new energy and AI sectors, which have a spillover effect on chemical demand [9] - The chemical sector is characterized by a complex and diverse range of sub-sectors, with significant opportunities for investment through ETFs that cover both traditional and emerging growth areas [9]

Core Viewpoint - The article discusses the public announcement of the environmental impact report for the special nylon production base project by Hubei Aosheng Material Technology Co., Ltd, highlighting its significance in the nylon materials industry [2]. Group 1: Project Overview - Hubei Aosheng Material Technology Co., Ltd's special nylon production base project was publicly announced in September, with the project being filed in March and receiving land use planning approval in July [2]. - The project is located in Huanggang Chemical Industry Park, covering an area of 30 acres, with a total investment of 60 million yuan [2]. - The production capacity includes 15,000 tons/year of transparent nylon and long-chain nylon, 15,000 tons/year of high-temperature nylon, and 10,000 tons/year of other synthetic resins and engineering plastics [2]. Group 2: Company Background - Hubei Aosheng Material Technology Co., Ltd was established in 2023 and is based in Wuhan, Hubei Province, primarily engaged in technology promotion and application services [2]. - The parent company, Hubei Aofeng Material Co., Ltd, was founded in 2016 and is located in the East Lake New Technology Development Zone in Wuhan, focusing on the research and production of high-performance special nylon materials [2].

编辑：张嘉怡 广告等商务合作，请点击这里 广西计划突出绿色低碳发展，要求构建循环经济产业链条，支持企业建设绿色工厂；同时推动数字化转 型，打造智慧园区，推进人工智能(AI)技术在生产优化、安全预警等场景落地。 与此同时，广西将积极构建跨区域跨境产业链，利用国外的原油、煤炭、磷矿等矿产资源，在广西延伸 发展下游深加工产品，建设一批原料保供基地、初级加工基地，打造"海外资源+广西加工+海外市 场"及"海外资源+广西加工+国内市场"发展模式。 此外，广西还积极拓展东盟国家市场需求，利用《区域全面经济伙伴关系协定》规则，扩大成品油、聚 丙烯、合成树脂、精细化工品等化工产品出口，拓展东盟国家市场。同时，聚焦东盟国家有色金属、纺 织服装、新能源、电子信息等产业，发展配套化工产品，加强与东盟国家的产业协同。(完) 来源：中国新闻网 广西打造面向东盟绿色化工产业基地 三年冲刺3500亿产值 中新网南宁9月17日电(张广权)广西壮族自治区工业和信息化厅17日介绍，广西打造面向东盟的绿色化 工产业基地，未来三年，将着力推动石化化工产业向高端化、绿色化、智能化转型。到2027年，广西石 化化工产业力争实现产值3500亿元人民币，规 ...

天眼查App显示，近日，苏州尚可为塑胶材料有限公司成立，法定代表人为全海建，注册资本50万人民 币，经营范围为一般项目：新材料技术研发；工程塑料及合成树脂销售；建筑装饰材料销售；特种劳动 防护用品销售；合成材料销售；塑料制品制造；塑料制品销售；机械设备销售；专用设备制造（不含许 可类专业设备制造）；机械零件、零部件加工；机械零件、零部件销售；通用设备制造（不含特种设备 制造）；新材料技术推广服务；玻璃纤维增强塑料制品销售；化工产品销售（不含许可类化工产品）； 橡胶制品销售；高性能纤维及复合材料销售；金属材料销售；电气设备销售（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）。 ...

证券代码：603928 证券简称：兴业股份 公告编号：2025-036 苏州兴业材料科技股份有限公司 2025 年半年度主要经营数据公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 苏州兴业材料科技股份有限公司（以下简称"公司"）根据上海证券交易所 《上海证券交易所上市公司自律监管指引第3号——行业信息披露》第十三号— —化工的要求，现将2025年半年度主要经营数据披露如下（均不含税）： 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 2025 | 年 1-6 | 月产量 | 2025 | 年 | 1-6 月销量 | | 2025 | 年 1-6 | 月营业收入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （吨） | | | （吨） | | | | （万元） | | | 合成树脂 | | | 60,855.72 | | | | 61,225.24 | | | 52,197.87 | | 涂料 | | | ...

Core Viewpoint - In the first half of 2025, the company experienced a significant decline in revenue and net profit due to weak supply and demand dynamics, alongside inventory losses from falling oil prices [1][2]. Financial Performance - The company reported a total revenue of 1,409.05 billion yuan, a year-on-year decrease of 10.60% [1] - The net profit attributable to shareholders was 21.48 billion yuan, down 39.83% year-on-year [1] - The basic earnings per share (EPS) was 0.18 yuan, reflecting a 40.2% decline compared to the previous year [1] - In Q2 2025, revenue was 673.70 billion yuan, down 14.31% year-on-year and 8.39% quarter-on-quarter [1] - The net profit for Q2 was 8.22 billion yuan, a year-on-year decrease of 52.73% and a quarter-on-quarter decrease of 38.04% [1] Segment Performance - The exploration and development segment generated 23.6 billion yuan, down 55% year-on-year; refining segment earned 3.5 billion yuan, down 36%; marketing segment earned 8 billion yuan, down 67%; and the chemical segment reported a loss of 4.2 billion yuan, down 11% [2] - In Q2, the exploration and development segment earned 11.9 billion yuan, while the refining and chemical segments saw a quarter-on-quarter decline [2] Production and Cost Management - The company achieved a record high oil and gas equivalent production of 262.81 million barrels, a 2.0% increase year-on-year [3] - The cash operating cost for oil and gas was 718.0 yuan per ton, a reduction of 4.7% year-on-year [3] Refining and Chemical Sector - The refining sector faced weak oil product demand, processing 120 million tons of crude oil, a 7.6% decrease year-on-year, while producing 71.4 million tons of refined oil [4] - The chemical sector saw improvements in production and sales, with ethylene production increasing by 16.4% to 7.56 million tons and synthetic resin production rising by 12.8% to 11.04 million tons [4] Industry Outlook - The company is positioned to benefit from the current competitive landscape as domestic refining capacity approaches regulatory limits, with a focus on eliminating inefficient production [5] - The long-term investment value of the company is viewed positively, with projected net profits for 2025-2027 at 46.17 billion, 47.86 billion, and 51.73 billion yuan respectively [5]

Investment Rating - The investment rating for Sinopec (600028.SH) is "Buy" [1] Core Views - The report indicates that Sinopec's performance in the first half of 2025 was under pressure due to weak supply and demand in the refining sector, with a significant decline in revenue and net profit compared to the previous year [1][4] - The report highlights that the company achieved a historical high in oil and gas equivalent production, despite a slight decrease in crude oil output [4][5] - The long-term investment value of Sinopec is viewed positively, given its position as a leading player in the petrochemical industry amid a competitive landscape [5][7] Financial Performance Summary - In the first half of 2025, Sinopec reported total revenue of CNY 1,409.05 billion, a year-on-year decrease of 10.60%, and a net profit attributable to shareholders of CNY 21.48 billion, down 39.83% [1] - The second quarter of 2025 saw revenue of CNY 673.70 billion, a year-on-year decline of 14.31%, and a net profit of CNY 8.22 billion, down 52.73% [2] - The average Brent oil price in the first half of 2025 was USD 71 per barrel, a decrease of 15% year-on-year, impacting the company's inventory and overall performance [4] Segment Performance Summary - The exploration and development segment achieved operating income of CNY 23.6 billion, while refining, marketing, and chemical segments reported operating incomes of CNY 3.5 billion, CNY 8 billion, and a loss of CNY 4.2 billion, respectively [4] - The company processed 120 million tons of crude oil in the first half of 2025, producing 71.4 million tons of refined oil, a decrease of 7.6% year-on-year [4] - The chemical segment showed improvement with ethylene production increasing by 16.4% year-on-year to 7.56 million tons [4] Future Earnings Forecast - The forecast for net profit attributable to shareholders for 2025, 2026, and 2027 is CNY 46.17 billion, CNY 47.86 billion, and CNY 51.73 billion, respectively, with corresponding EPS of CNY 0.38, CNY 0.39, and CNY 0.43 [7] - The report anticipates a net profit growth rate of -8.2% for 2025, followed by a recovery with growth rates of 3.7% and 8.1% in 2026 and 2027 [7]