5月，印度原油产量同比下降1.8%，天然气产量同比下降3.6%，石油炼油产品产量同比增长1.1%。 ...

在大规模对外借款影响下，东方盛虹的有息负债及资产负债率持续攀升。截至2025年第一季度末，该公司总负债为1765.03亿元，其中有息负 债规模超1400亿元，资产负债率较2024年末的81.66%进一步攀升至82.17% 作为苏州富豪，缪汉根、朱红梅夫妇的财富主要来自于其一手创立的江苏东方盛虹股份有限公司（下称东方盛虹，000301.SZ）。 在此前公布的《2025胡润全球富豪榜》中，作为东方盛虹实际控制人，缪汉根、朱红梅夫妇以270亿元人民币财富位列榜单第989位。与2023年 巅峰时期的480亿元相比，二人的财富在短短两年时间里已缩水210亿元。 当前，石化产业正处于深度调整期，产品价格低位运行、产能过剩及环保政策收紧等多重压力持续挤压企业的利润空间，多数企业陷入增收不 增利的困境。有数据统计，2023年，化工全行业利润总额同比下降20.7%，2024年，这一数据再次下降8.8%，行业亏损面超过70%。 作为国内炼化一体化龙头公司之一，东方盛虹同样受到行业下行影响，出现上市以来最差业绩。财报显示，东方盛虹2024年实现营业收入 1376.75亿元，同比减少1.97%；归母净利润由盈转亏，亏损额达22.97 ...

中国石化上海石油化工股份有限公司 会议资料 上海市·金山区 目 录 六、关于续聘 2025 年度境内及境外会计师事务所并授权董事会 七、关于授权董事会决定注册发行中期票据、超短期融资券的议 八、关于提请股东会授权董事会回购本公司内资股及/或境外上 九 、 2024 年 度 董 事 、 监 事 及 高 级 管 理 人 员 薪 酬 执 行 情 况 报 中国石化上海石油化工股份有限公司 二○二四年度董事会工作报告 一、董事会关于公司报告期内经营情况的讨论与分析 行业格局深度重塑，电动革命发展远超预期，市场竞争态势进一步加 剧。 面对复杂的国内外经济和行业形势，本集团全力推动安全环保、 经营创效、转型发展、深化改革等重点工作取得新成效新突破，全面 打赢安全生产、扭亏为盈、高质量发展"三大战役"。全年累计加工 原油 1,334.58 万吨（其中来料加工 148.63 万吨） ，同比（下同）下 降 5.48%，生产成品油 864.98 万吨，下降 0.19%；主体商品总量 减少 6.32%。产品产销率为 99.89%，货款回笼率为 100%，产品质量继 续保持优质稳定。 各位股东、股东代理人： 首先，我谨代表中国石化上海 ...

据消息人士透露，雪佛龙(Cvx.N)正试图重新启动位于加利福尼亚州埃尔塞贡多（El Segundo）炼油厂， 此前该厂上周已将部分装置停产。 ...

Core Viewpoint - Dongfang Shenghong reported a significant net loss of 2.297 billion yuan in 2024, a year-on-year decline of 420.33%, primarily due to falling crude oil prices and reduced profit margins in refining products [2][3] Financial Performance - In 2024, Dongfang Shenghong's operating revenue was 137.675 billion yuan, a decrease of 1.97% year-on-year, while net profit turned to a loss of 2.297 billion yuan [2] - The company's non-recurring net profit was a loss of 2.654 billion yuan, down 1322.44% year-on-year [2] - The financial pressure is exacerbated by high debt levels, with total liabilities reaching 166.84 billion yuan and a debt-to-asset ratio of 81.66% by the end of 2024 [7] Industry Context - The decline in profitability is consistent across the industry, with Dongfang Shenghong experiencing the largest drop among major private refining companies [3] - Brent crude oil averaged $79.9 per barrel in 2024, down approximately 2.9% year-on-year, impacting the entire refining sector [3] Business Segments - In 2024, refining products generated revenue of 27.857 billion yuan, a decline of 4.05%, accounting for 20.23% of total revenue [5] - The other petrochemical and chemical new materials segment accounted for 58.42% of total revenue, with a revenue decline of 6.04% [5] - The fiber and polyester yarn segments saw growth, with fiber revenue increasing by 13.17% to 27.151 billion yuan [5] Debt and Financial Management - Short-term borrowings increased by 26.34% to 52.682 billion yuan, contributing to a rise in financial expenses to 4.873 billion yuan, up 39.49% year-on-year [7] - Despite the high debt levels, the company maintains that its financial health is stable, with a record operating cash flow of 10.475 billion yuan in 2024 [8] Future Outlook - Dongfang Shenghong is focusing on transitioning towards new energy markets, including investments in photovoltaic materials and lithium battery components [8][9] - The company is also advancing its EVA and POE production capabilities, with plans for a 100,000-ton POE facility expected to be operational in 2025 [9]

Core Viewpoint - The company Rongsheng Petrochemical continues to face challenges, reporting increased revenue but significantly decreased profits, marking a trend of declining performance since 2022 [3][4]. Financial Performance - In 2024, Rongsheng Petrochemical achieved an operating revenue of 326.475 billion yuan, a year-on-year increase of 0.42%, while net profit fell to 724 million yuan, a decrease of 37.44%, the lowest since 2016 [3][4]. - The company's revenue from 2022 to 2024 showed continuous growth: 289.095 billion yuan in 2022, 325.112 billion yuan in 2023, and 326.475 billion yuan in 2024, while net profits dropped significantly from 3.341 billion yuan in 2022 to 724 million yuan in 2024, with declines of 74.76%, 65.33%, and 37.44% respectively [4][5]. Dividend and Share Buyback - For 2024, the company proposed a cash dividend of 1 yuan per 10 shares, totaling 957.2 million yuan, with a payout ratio of 132.15%, the highest since its listing [3][6]. - The total amount for cash dividends and share buybacks in 2024 reached 1.325 billion yuan, which is 182.85% of the company's net profit [6]. Debt and Financial Pressure - As of 2024, the company reported cash and cash equivalents of 14.833 billion yuan, while short-term borrowings amounted to 44.091 billion yuan, and long-term borrowings reached 119.518 billion yuan [7]. - Financial expenses increased from 6.031 billion yuan in 2022 to 7.131 billion yuan in 2024 [7]. Management Compensation - The chairman of the company received a pre-tax salary of 4.7152 million yuan in 2024, with other executives also receiving substantial compensation [8]. Market Outlook - Analysts have downgraded profit forecasts for the company, with Tianfeng Securities reducing its 2025 and 2026 net profit estimates from 6.7 billion yuan and 9 billion yuan to 3.5 billion yuan and 6 billion yuan respectively [9].

产能方面 ，截止目前，恒逸石化已形成 800万吨/年炼化设计产能（文莱炼化项目一期）、2,150 万吨/年参控股PTA产能、1,285万吨/年参控股聚合产 能、30万吨/年PIA设计产能及40万吨 /年己内酰胺参股产能 。 项目建设方面 ，2024年，恒逸石化大力推进钦州 "年产120万吨己内酰胺—聚酰胺产业一体化及配套项目" （以下简称"钦州项目"）建设，项目一期预计 于2025年建成投产，目前已转入生产运营准备阶段。钦州项目为恒逸石化近年来重点打造的大型己锦一体化生产基地，该项目拥有技术优势、一体化优 势、产品结构优势等。 另外， 恒逸石化也在持续稳步推进 文莱炼化项目 二期建设 。 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月23日晚间， 恒逸石化 发布2024年年度报告。2024年，公司实现营业总收入1254.63亿元，同比下降7.85%；归母净利润2.34亿元，同比下降46.28%； 扣非净利润2027.65万元，同比下降62.23%。 | | 2024 年 | 2023 年 | 本年比 ...