【荣盛石化】我国民营炼化龙头企业，看好聚酯链与炼油利润修复、硫磺价格上涨后利润弹性 海外炼厂扰动推高汽柴油裂差，公司依托出口配额受益。2025 年下半年，乌克兰无人机袭击致俄罗斯炼厂，俄原 油加工量与柴油出口量持续回落；美国受电力紧张与秋季炼厂检修影响，10月炼厂关停133.7万桶/日（电力相关占 比 56.24%），开工率下滑。双重因素推动全球汽柴油裂差冲高，11月欧洲/新加坡/美国汽油价差最高达27/17/25美 元/桶（较年初+ 286%/+125%/+92%），柴油价差最高41/33/48美元/桶（较年初+174%/+93%/+110%）。公司拥有 1366万吨灵活调整成品油产能及350万吨/年出口配额，可通过规划出口窗口期实现成品油价差及退税套利。 荣盛石化为国内民营炼化龙头，核心浙石化项目具备4000万吨原油加工、880万吨PX及420万吨乙烯处理能力。公 司合计拥有PX1040万吨、PTA2150万吨、成品油1366万吨等全产业链产能，是全球最大PX、PTA生产商。2022年 起推进"强链补链"，聚焦新能源与高端材料领域，投建浙石化高端新材料、高性能树脂、金塘新材料等项目，布 局 EVA、POE ...

证券之星消息，截至2026年2月27日收盘，泰山石油(000554)报收于8.96元，上涨2.99%，换手率 14.83%，成交量53.79万手，成交额4.74亿元。 泰山石油2025年三季报显示，前三季度公司主营收入23.95亿元，同比下降5.6%；归母净利润1.13亿 元，同比上升112.32%；扣非净利润1.17亿元，同比上升111.85%；其中2025年第三季度，公司单季度主 营收入8.07亿元，同比下降5.54%；单季度归母净利润2172.62万元，同比上升24.95%；单季度扣非净利 润2494.54万元，同比上升35.76%；负债率35.54%，财务费用289.32万元，毛利率16.41%。泰山石油 （000554）主营业务：主要从事成品油批发零售业务以及非油品业务。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力 ...

■ 本期金股 | 代码 | 筒 称 | 行业 | 收盘价(元) | 流通市值 | | --- | --- | --- | --- | --- | | | | | 2026/2/26 | 亿元 | | 000807. SZ | 云铝股份 | 工业金属 | 30. 99 | 1074. 71 | | 002493. SZ | 荣盛石化 | 炼化及贸易 | 15. 27 | 1429. 61 | | 603308. SH | 应流股份 | 通用设备 | 73. 06 | 496. 10 | | 601211. SH | 国泰海通 | 证券 | 18. 97 | 2560. 36 | | 600642. SH | 申能股份 | 电力 | 8. 43 | 412. 55 | | 600765. SH | 中航重机 | 航空装备 | 21. 62 | 338. 23 | | 600398. SH | 海澜之家 | 服装家纺 | 6. 23 | 299. 21 | | 1055. HK | 中国南方航空股份 | 航空机场 | 6. 19 | 287. 46 | | 1801. HK | 信达生物 | 生物制品 | 84. ...

商务大数据显示，2月16日至22日，全国生产资料市场价格比前一周(环比，下同)下降0.2%。 有色金属价格继续下降，其中铜、铝、锌分别下降1.1%、0.3%和0.1%。 橡胶价格略有下降，其中合成橡胶、天然橡胶分别下降0.3%和0.2%。 煤炭价格基本持平，其中动力煤、炼焦煤每吨777元和1043元，均与前一周持平，无烟块煤每吨1133 元，下降0.1%。 基础化学原料价格基本持平，其中硫酸、纯碱、聚丙烯均与前一周持平，甲醇下降0.2%。 成品油批发价格稳中略涨，其中95号汽油、0号柴油均与前一周持平，92号汽油上涨0.2%。 化肥价格略有上涨，其中尿素上涨0.3%，三元复合肥与前一周持平。 钢材价格稳中有降，其中普通中板、焊接钢管每吨3620元和3708元，均与前一周基本持平，热轧带钢、 螺纹钢每吨3499元和3342元，均下降0.1%。 ...

和顺石油2025年三季报显示，前三季度公司主营收入21.26亿元，同比下降0.13%；归母净利润2180.62 万元，同比下降49.44%；扣非净利润1089.97万元，同比下降65.95%；其中2025年第三季度，公司单季 度主营收入6.7亿元，同比下降11.23%；单季度归母净利润775.73万元，同比下降50.65%；单季度扣非 净利润448.68万元，同比下降48.1%；负债率15.27%，投资收益1419.32万元，财务费用678.51万元，毛 利率7.64%。和顺石油（603353）主营业务：销售成品油及便利店日用消费商品;仓储租赁服务;物流运 输服务等。 证券之星消息，截至2026年2月27日收盘，和顺石油(603353)报收于42.13元，上涨10.0%，换手率 4.99%，成交量8.5万手，成交额3.51亿元。 2月27日的资金流向数据方面，主力资金净流入1580.94万元，占总成交额4.5%，游资资金净流出 1691.59万元，占总成交额4.82%，散户资金净流入110.66万元，占总成交额0.32%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 资金流向名词解释：指通过价 ...

Group 1: Agricultural Products Market - The national edible agricultural product market price increased by 0.5% from the previous week [1] - The average wholesale price of 30 types of vegetables is 5.60 yuan per kilogram, up by 1.3%, with celery, lettuce, and cabbage rising by 5.7%, 5.0%, and 4.1% respectively [1] - The average wholesale price of 6 types of fruits saw a slight increase, with citrus, pears, and grapes rising by 1.0%, 1.0%, and 0.7% respectively [1] - Wholesale prices of aquatic products slightly increased, with large hairtail, silver carp, and carp rising by 1.2%, 0.7%, and 0.3% respectively [1] - The wholesale price of pork is 18.98 yuan per kilogram, up by 0.5%, while lamb and beef increased by 0.3% and 0.1% respectively [1] - Grain and oil wholesale prices remained stable, with soybean oil and rapeseed oil rising by 0.1%, while peanut oil and rice remained unchanged, and flour decreased by 0.2% [1] - Poultry product wholesale prices showed a slight decline, with white strip chicken remaining stable and eggs decreasing by 0.6% [1] Group 2: Production Materials Market - Prices of non-ferrous metals continued to decline, with copper, aluminum, and zinc decreasing by 1.1%, 0.3%, and 0.1% respectively [2] - Rubber prices slightly decreased, with synthetic rubber and natural rubber falling by 0.3% and 0.2% respectively [2] - Steel prices remained stable with slight declines, where ordinary medium plates and welded steel pipes were priced at 3620 yuan and 3708 yuan per ton, respectively, while hot-rolled strip steel and rebar decreased by 0.1% [2] - Coal prices remained stable, with thermal coal and coking coal priced at 777 yuan and 1043 yuan per ton, respectively, while anthracite coal decreased by 0.1% [2] - Prices of basic chemical raw materials remained stable, with sulfuric acid, soda ash, and polypropylene unchanged, while methanol decreased by 0.2% [2] - Wholesale prices of finished oil showed slight increases, with 95 gasoline and 0 diesel remaining stable, while 92 gasoline increased by 0.2% [2] - Fertilizer prices saw a slight increase, with urea rising by 0.3%, while compound fertilizers remained unchanged [2]

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoint of the Report - During the Spring Festival holiday, crude oil prices fluctuated sharply. Affected by the news that OPEC might continue to increase production in April and the Iran-US negotiation agreement, Brent crude oil fell to around $66 per barrel on the 17th. Subsequently, with the escalation of the Iran-US situation, the gap between the red lines of the two sides was extremely large, and the war state between the two sides was imminent. Crude oil prices rose significantly, and Brent crude oil once rose to around $72 per barrel. The fundamental changes during the holiday were neutral, with the IEA monthly report being bearish, EIA inventory data being bullish, and OPEC supply policy being bearish. The core contradiction of oil price fluctuations still lies in geopolitical premiums. The latest report indicates that the US may launch a military strike against Iran on February 23rd or 24th. Geopolitical situations have a significant impact on absolute prices. If a full-scale attack occurs, the absolute price may have a large short - term pulse space. If there is no major supply interruption, the fundamental valuation is still around $60 per barrel. Attention should be paid to risk management [5] Group 3: Summary by Relevant Catalogs 1. Price Data - WTI prices changed from $62.84 on February 12th to $65.21 on February 26th, a decrease of $0.21. Brent prices changed from $67.52 to $70.75, a decrease of $0.10. Dubai prices changed from $66.82 to $68.34, an increase of $0.02 [3] - SC prices are not shown on February 12th, and Oman prices changed from $65.97 to $70.44, an increase of $0.80. The difference between SC and Brent changed from 1.13 to - 0.89, a decrease of 0.48 [3] - Japanese naphtha CFR data is not available on February 26th. Singapore fuel oil 380CST changed from 15.05 to 5.4, an increase of 0.8. The difference between Singapore 380 and Brent changed from - 81.38 to - 99.94, an increase of 4.80 [3] 2. Daily News - US officials said that Trump is expected to convene senior advisors on Friday to discuss the Iranian issue in detail and decide on the course of action against Tehran. The focus of the discussion is not whether an attack will occur, but its scope and potential targets, including nuclear facilities, missile bases, state institutions, and infrastructure [3] - Iranian Foreign Minister Araqchi said that the third - round indirect negotiations between Iran and the US achieved good progress. The technical teams of both sides will hold technical negotiations in Vienna, Austria on March 2nd [4] - According to Axios reporters citing US officials, the nuclear negotiations with Iran in Geneva have made positive progress [4] 3. Inventory - US API crude oil inventory for the week ending February 20th was 1142.7 million barrels, with an expected value of 125 million barrels and a previous value of - 60.9 million barrels. API gasoline inventory was - 153.5 million barrels, with an expected value of - 59.1 million barrels and a previous value of - 31.2 million barrels. API refined oil inventory was - 277.1 million barrels, with an expected value of - 190 million barrels and a previous value of - 156.7 million barrels [4] - EIA report: US crude oil exports decreased by 27.7 million barrels per day to 431.3 million barrels per day in the week ending February 20th. Domestic crude oil production decreased by 3.3 million barrels to 1370.2 million barrels per day. Commercial crude oil inventory excluding strategic reserves increased by 1598.9 million barrels to 436 million barrels, an increase of 3.81%. The four - week average supply of US crude oil products was 2139.1 million barrels per day, a 5.38% increase compared to the same period last year. The US Strategic Petroleum Reserve (SPR) inventory remained unchanged at 415.4 million barrels. US commercial crude oil imports excluding strategic reserves were 665.9 million barrels per day, an increase of 13.5 million barrels per day compared to the previous week [4][5]

注：主力资金为特大单成交，游资为大单成交，散户为中小单成交 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 该股主要指标及行业内排名如下： 泰山石油2025年三季报显示，前三季度公司主营收入23.95亿元，同比下降5.6%；归母净利润1.13亿 元，同比上升112.32%；扣非净利润1.17亿元，同比上升111.85%；其中2025年第三季度，公司单季度主 营收入8.07亿元，同比下降5.54%；单季度归母净利润2172.62万元，同比上升24.95%；单季度扣非净利 润2494.54万元，同比上升35.76%；负债率35.54%，财务费用289.32万元，毛利率16.41%。泰山石油 （000554）主营业务：主要从事成品油批发零售业务以及非油品业务。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的 ...

原油成品油早报 ·美国国务卿鲁比奥：伊朗长期以来一直对美国构成非常严重的威胁。伊朗目前没有进行铀浓缩，但他们正试图达到最 终能够进行铀浓缩的状态。 ·美特使要求伊朗核协议永久有效 金十数据2月26日讯，一名美国官员及另外两名消息人士称，美国特使威特科夫周二在一场私人聚会上表示，特朗普政 府要求伊朗同意，任何未来的核协议都将无限期生效。根据2015年达成、后被特朗普废除的协议，对伊朗核项目的大部 分限制将在签署后8年至25年间逐步到期。排除此类"日落条款"将加强该协议，并使特朗普更容易在国内将其推销为对 奥巴马政策的升级加以推销。威特科夫表示："我们与伊朗人谈判的前提是不存在日落条款。无论是否达成协议，我们 的前提是：你们必须在余生中都遵守规矩。"威特科夫还表示，目前美伊谈判聚焦于核问题，但如果达成协议，特朗普 政府希望就伊朗的导弹计划及其对代理武装组织的支持展开后续谈判。届时美国希望该地区其他国家也参与谈判。威特 科夫称，在当前核谈判中，两个关键问题是伊朗铀浓缩能力以及其现有浓缩铀库存的处理。 ·伊朗局势紧张之际，沙特石油出口飙升至三年高点 金十数据2月25日讯，本月，沙特阿拉伯从其港口出口的石油量有望达到近 ...

煤炭价格环比下降1.0%，同比下降6.7%，其中，炼焦煤、二号无烟块煤、动力煤环比分别下降1.8%、 1.5%和0.6%。 成品油价格环比下降2.1%，同比下降12.6%，其中，0号柴油、95号汽油、92号汽油环比分别下降 2.6%、1.6%和1.5%。 有色金属价格环比上涨8.1%，同比上涨23.5%，其中，铜、铝、锌环比分别上涨8.9%、7.4%和5.3%。 化肥价格环比上涨0.9%，同比下降2.2%，其中，尿素、三元复合肥环比分别上涨1.0%和0.5%。 钢材价格环比上涨0.1%，同比下降6.3%，其中，普通高速线材、热轧带钢、焊接钢管环比均上涨 0.2%。 商务大数据显示，1月份，全国生产资料市场价格环比上涨1.6%。 从主要品种来看： ...