可持续性已成为油田化学品关键增长引擎。石油企业在减碳转型中，对高效、可生物降解化学品的需求 激增，叠加低油价下"重挖潜、轻钻探"的战略转变，高端配方产品需求持续释放。油田化学品区域市场 呈现差异化机遇：中东、非洲及亚洲受益于经济发展与石油投资，扩张潜力显著;美洲市场稳中有进， 其中北美EOR、南美及西非则因海上油田成为增长热点，巴斯夫等企业的防垢防蜡等高端技术在此类复 杂场景中快速落地。 环境压力与法规要求推动行业创新向可持续化深度转型，从原材料选择到废物减排全链条升级。对化学 品制造商而言，产品可持续性已成为差异化竞争的关键。诺力昂作为破乳剂、缓蚀剂领域龙头，通过战 略协作助力客户实现运营与环保目标;巴斯夫推出的石蜡抑制剂以高效分散体系大幅减少溶剂使用及综 合成本，其EOR领域的生物基表面活性剂采用植物油和烷基糖苷化学品等原料，既提升含油率又降低水 资源消耗。 目前，全球油田化学品市场呈现头部集中格局，大型企业通过并购拓展服务边界，形成"勘探-钻井-工 程-化学品"一体化能力。除巴斯夫、诺力昂外，斯伦贝谢、哈里伯顿、贝克休斯、纳尔科水务和科莱恩 等亦是核心参与者。值得关注的是，聚丙烯酰胺龙头SNF集团通过密 ...

Group 1: Industry Outlook and Company Position - The company operates in the fine chemical industry, focusing on specialized fine chemicals with a wide range of applications and high added value [5] - The company’s main products include oil additives, refining aids, and oilfield chemicals, with significant demand from the petroleum and petrochemical sectors [5] - The company has developed a microchannel continuous reaction technology, recognized in the "2024 Petrochemical Green Low-Carbon Process Directory," promoting safety and sustainability in chemical production [5][8] Group 2: Financial Performance and Growth Strategies - In 2024, the company reported a revenue of 52,662.28 million yuan, a decrease of 9.4% year-on-year, and a net profit of 3,063.46 million yuan, down 43.52% due to unfavorable market conditions [8] - The company plans to enhance market penetration and sales strategies in 2025, focusing on value marketing and expanding product applications [6] - Continuous exploration of new markets and product lines is underway, including research on vanadium corrosion inhibitors and battery-grade ferrous oxalate [9] Group 3: International Market and Competitive Advantage - The company is the only domestic producer of cetane improvers certified by the US EPA and EU REACH, allowing access to international markets [7] - Products are exported to over 30 countries across six continents, establishing a solid customer base and reputation [7] Group 4: Financial Reporting and Governance - The company ensures the authenticity and fairness of financial statements through compliance with accounting standards and regular audits by independent firms [6] - The actual controller holds 36.58% of voting rights, with no current share pledge risks reported [11]