经济观察网 中国石油化工股份（600028.SH/00386.HK）近期值得关注的事件主要包括以下方面，基于 公开信息整理： 近期事件 市值情况 股价与资金表现 中国石油化工集团增持公司股份的计划实施期持续至2026年4月7日。截至2025年11月21日，集团已累计 增持A股和H股约3.9亿股。此外，2026年2月3日，FMR LLC增持H股2164.6万股，持股比例升至5.02%。 业绩经营情况 公司2025年前三季度营业收入为21,134.40亿元，同比下降10.69%；归母净利润299.84亿元，同比下降 32.23%。全年业绩情况需关注后续正式公告。 2025年12月24日，中国石化启动上市公司市值提升专项行动，重点包括优化资本布局、强化分红回购等 举措，以提升长期价值。 资金面情况 2026年2月12日数据显示，H股获港股通资金净流入，且国际油价波动可能影响板块景气度。公司苯酚 产品首次进入国际市场，拓展业务增量。 2026年1月8日，国务院国资委批准中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 此次重组旨在打造航空燃料全产业链一体化，后续业务整合及协同效应发挥值得关注。 以上内容基 ...

Group 1 - The core point of the article is the resignation of Li Yonglin from his positions as Executive Director and Senior Vice President of China Petroleum & Chemical Corporation (Sinopec) due to work adjustments [2] - Li Yonglin's resignation was officially announced by Sinopec's board of directors on February 13, and his original term was set to last until June 2027 [2] - In addition to his role as Executive Director, Li Yonglin also served as a member of the board's Strategic Committee [2]

斯里兰卡《每日金融》2月13日报道，中石化宣布在斯阿努拉德普勒完成三座加油站升级改造并新 建一座加油站，作为支持国家"清洁斯里兰卡"倡议的重要举措，标志其在全国范围内拓展能源基础设施 布局取得阶段性进展。 中石化表示，过去两年公司已在全国九个省份为300多名站点运营人员提供消防应急、急救及安全规范 培训，并持续推进能源人才培养计划，以提升行业专业水平。未来将在更多地区推广"Clear Spring"项 目，并引入更多创新服务，推动能源服务质量向省级地区下沉发展，力求在支持国家发展目标和可持续 标准的同时，强化其作为社区导向型能源供应商的角色。 此次启用的四座站点分布于埃帕瓦拉、斯拉瓦斯提普拉、新城及市区北部，标志着中石化进一步进 入中北省市场。其中，新城Lanka加油站经过全面翻新，配备公司第二套水过滤系统，延续此前在马杜 教堂节庆期间启动的社区供水计划。公司表示，解决中北省部分地区安全饮用水短缺问题，是其"Clear Spring"企业社会责任项目的重点方向之一。 （原标题：中石化在斯里兰卡阿努拉德普勒升级加油站网络，配合"清洁斯里兰卡"倡议拓展社区服务） "清洁斯里兰卡"阿努拉德普勒地区协调员参与该活动， ...

（文章来源：科技日报） 4-甲基-1-戊烯（4M1P）是合成聚4-甲基-1-戊烯（PMP）的关键单体，PMP正是制造ECMO膜式氧合器 膜材料的核心原料。体外膜肺氧合（ECMO）是体外生命支持技术的一种，也叫"人工肺"，被视为危重 患者的"救命神器"。 人民财讯2月14日电，13日，记者从大连理工大学获悉，该校化工学院梁长海教授领衔的科研团队与中 国石油化工股份有限公司镇海炼化分公司合作攻关，在百吨级丙烯二聚试验装置上首次成功产出合格产 品4-甲基-1-戊烯（4M1P），纯度达99.3%，优于进口同类产品。标志着我国在该高端特种单体的合成 领域取得阶段性重大技术突破。 ...

Investment Rating - The investment rating for the basic chemical industry is "Outperform the Market" [1] Core Insights - The European chemical industry is facing a systemic crisis due to the impact of the Russia-Ukraine conflict on energy costs, coupled with stringent carbon emission and environmental policies, leading to a "death spiral" of high costs and low demand. This situation is expected to result in a wave of shutdowns in the basic olefins, aromatics, chlor-alkali, and liquid ammonia sectors over the next 3-5 years, significantly affecting the global supply-demand landscape [2] - In contrast, the Chinese chemical industry is positioned to absorb the market share vacated by Europe, benefiting from a virtuous cycle of capital expenditure, cost optimization, and demand growth. Chinese companies are expected to capitalize on two main opportunities: (1) domestic chemical leaders will benefit from the systematic exit of the European chemical industry; (2) domestic firms in sectors with high consumption/production shares in Europe will also gain from the local industry's exit [2] - Investment recommendations include focusing on companies such as Sinopec, Rongsheng Petrochemical, Hengli Petrochemical, Wanhua Chemical, Satellite Chemical, Dongfang Shenghong, Hualu Hengsheng, and Luxi Chemical [2] Summary by Sections Section 1: Decline of European Chemical Industry - Europe has historically led the global chemical industry, but its market share has significantly declined from 16.4% in 2013 to 12.6% in 2023, while China's share increased from 34.0% to 43.1% during the same period [37][40] - The EU27 countries accounted for approximately 66% of the European chemical market, with Germany, France, Italy, and the Netherlands being the largest contributors [26] - The European chemical industry has seen a notable decrease in trade competitiveness, with exports dropping from 25% of global chemical exports in 2003 to 18% in 2023 [45] Section 2: Systemic Challenges in Europe - The European chemical industry is experiencing a significant decline in competitiveness due to high energy costs, stringent carbon policies, and regulatory burdens, leading to a lack of investment and innovation [90][92] - The energy cost for industrial users in the EU has more than doubled from 2008-2021 to 2022-2024, severely impacting the industry's profitability [106] - The industry is facing a wave of shutdowns, with approximately 20% of ethylene capacity expected to be closed over five years due to high operational costs and declining demand [78][84] Section 3: Opportunities for Chinese Chemical Industry - The Chinese chemical sector is benefiting from a favorable investment environment, with significant capital expenditures leading to optimized costs and increased demand [2] - Chinese companies are well-positioned to take over market share from Europe, particularly in sectors where European firms are exiting due to high costs and regulatory pressures [2] - The report highlights specific companies in China that are expected to thrive in this shifting landscape, indicating a strong potential for growth in the domestic chemical market [2]

近日，中国石化召开2026年党风廉政建设和反腐败工作会议，总结2025年主要工作，部署2026年重点任 务，以更高标准、更实举措推进全面从严治党，为全面开启二次创业新征程、奋力谱写新时代振兴石化 新篇章提供坚强保障。会议以"现场+视频"形式召开，全系统2300余人参加。 这是全面派驻改革后中国石化召开的首次年度党风廉政建设和反腐败工作会议，是在中国石化全面开启 二次创业新征程之际，纵深推进全面从严治党的一次重要会议。党组书记侯启军立足履行全面从严治党 主体责任作讲话，重点分析公司全面从严治党面临的形势任务，部署2026年党风廉政建设和反腐败工作 重点任务；驻中国石化纪检监察组组长王鹏立足履行派驻职责作讲话，总结纪检监察、巡视巡察工作， 分析反腐败工作存在的具体问题和整体态势，部署下步重点任务。 与会同志一致认为，这次会议全面贯彻习近平总书记重要讲话精神和二十届中央纪委五次全会部署，紧 密结合中国石化实际，主题鲜明、重点突出，是一次求真务实、催人奋进的会议，达到了鼓舞士气、坚 定信心、认清形势、明确目标、压实责任、强化担当的预期目的。大家纷纷表示，将迅速把思想和行动 统一到会议各项部署上来，坚决扛稳全面从严治党 ...

Core Viewpoint - The quality supervision and inspection results for automotive glass cleaning products in Jiading District, Shanghai, indicate that all tested samples are compliant with the established quality standards for 2025 [1] Group 1: Inspection Results - The Jiading District Market Supervision Administration conducted a quality inspection of automotive glass cleaning products, testing a total of 2 batches [1] - All tested products passed the quality inspection, confirming their compliance with the standards [1] Group 2: Regulatory Framework - The inspection was carried out based on the implementation guidelines SHSSXZ0015-2025 for automotive windshield cleaning fluid [1] Group 3: Product Details - The inspected products included: - Glass cleaning fluid branded as "中贝尔" with a specification of 1.8L per bottle, produced by 句容天图环保科技有限公司, and sold by 上海中油中鹏加油站有限公司 [1] - Automotive glass cleaning agent branded as "喜乐爽" with a specification of 2L per bottle, produced by 中国石化销售股份有限公司, and sold by 中石化易捷销售有限公司 at 南翔加油站 [1]

中国石油化工股份(00386)公布，董事会于2026 年2月13日收到李永林先生的辞职报告，李永林先生因工 作调整辞去中国石化（600028）执行董事、董事会战略委员会委员及高级副总裁职务。 ...

Core Viewpoint - The announcement details the resignation of Li Yonglin, an executive director and senior vice president of Sinopec, effective February 13, 2026, due to work adjustments, with no pending commitments to the company [1]. Group 1: Resignation Details - Li Yonglin's resignation includes his roles as executive director, member of the board's strategic committee, and senior vice president [1]. - His term was originally set to end in June 2027, but he has chosen to resign earlier [1]. - After his departure, Li Yonglin will not hold any positions within Sinopec or its subsidiaries [1]. Group 2: Board Composition and Transition - The resignation will not reduce the number of board members below the legal requirement [1]. - Li Yonglin will ensure a proper handover according to the company's management policies [1]. - He confirmed that there are no disagreements with the board regarding his resignation and no matters requiring shareholder attention [1]. Group 3: Acknowledgment of Contributions - The board expresses gratitude for Li Yonglin's diligent work and contributions during his tenure [1].

Core Insights - The company has achieved significant milestones in resource exploration, with proven oil reserves reaching 269.6 billion tons, an increase of 83.79 billion tons compared to the previous five-year plan [1][4] - The strategic transformation during the "14th Five-Year Plan" period has led to breakthroughs in exploration methods and the discovery of new oil fields, including the establishment of a shale oil demonstration area [4][5] - The company has successfully completed its seven-year action plan ahead of schedule, achieving a drilling success rate of 67.8%, the highest in its history [1][2] Exploration Strategy - The company has shifted its exploration focus from conventional to unconventional resources, targeting deeper and broader geological formations [3][9] - New exploration strategies have been implemented, including expanding into new regions and types of resources, such as coalbed methane and geothermal energy [9] Technological Advancements - The company has developed innovative theories and technologies to enhance exploration efficiency, resulting in the activation of 1.51 billion tons of previously difficult-to-access reserves [5][7] - Significant breakthroughs in deep exploration have been achieved, with successful drilling at depths of up to 8,600 meters, leading to the discovery of high-yield oil flows [7] Future Outlook - The company aims to create an energy super basin by focusing on five key directions: stabilizing conventional resources, expanding new areas, promoting shale oil, nurturing natural gas, and expanding mining rights [9] - A comprehensive energy blueprint has been established for the "15th Five-Year Plan," emphasizing high-quality development and the prioritization of conventional resource exploration [9]