Group 1 - The core viewpoint of the article highlights the performance of the Oil ETF (561360), which opened with a slight increase of 0.07% at 1.453 yuan [1] - The major holdings of the Oil ETF include China National Petroleum Corporation, which rose by 0.37%, China National Offshore Oil Corporation, which increased by 0.59%, and Sinopec, which saw a rise of 0.15% [1] - The ETF's performance benchmark is the CSI Oil and Gas Industry Index return, managed by Guotai Fund Management Co., Ltd., with a return of 44.70% since its establishment on October 23, 2023, and a return of 13.93% over the past month [1] Group 2 - Other notable stock performances within the ETF include Jereh Group, which fell by 0.34%, and China Merchants Energy, which decreased by 0.25%, while Guanghui Energy remained unchanged [1] - The article provides a detailed overview of the ETF's performance metrics, indicating a diverse range of stock movements among its holdings [1]

自国家药监局实施药品包装材料关联审评以来，材料通过审评成为进入医药市场的"通行证"。在中国石 化化工销售有限公司华北分公司精准把握行业需求，联合北化院、燕山石化开展技术研讨与市场对接， 优化配方与工艺参数，针对性解决吹膜破膜、加压漏液等难题。同时，高效完成客户需求对接、资料准 备及协助审评申报全流程，助力专用料快速获得市场资质，推动燕山石化高端医用软包装材料产业化应 用。 中化新网讯 近日，燕山石化生产的非PVC（聚氯乙烯）输液膜专用料通过国家药监局关联审评，中国 石化在高端医用包装材料领域再次实现新突破。 ...

2月7日晚9时许，中国石化恩施石油咸丰公交充电场站依然灯火通明。30座充电桩前，36辆电动公交车整齐列队，充电枪同步运行，持续的电流声没入夜 色，为次日城市的苏醒储备能量。这里是湖北首座由中国石化建成投运的公交专用充电场站，日均充电量超4000度，默默支撑着县城公交系统的有序运转。 极目新闻通讯员王楚怡 向潇雨 袁迪 在湖北省恩施土家族苗族自治州咸丰县城，36辆电动公交车每日往来穿梭，承载着数万人次出行。从清晨赶早市的菜农、奔赴校园的学生，到通勤的市民， 每一班准点抵达的公交车，串联起这座山城平稳而温暖的民生日常。这背后是中国石化在武陵山区十余年如一日的出行保障坚守。 曾经，充电资源紧张曾是李波每晚的难题：不到20把充电枪服务30多辆车，轮流充电、频繁挪车，夜起三四次已成常态。转机源于中国石化对民生需求的前 瞻布局。在当地公交公司提出建设34把充电枪时，中国石化恩施石油结合城区发展与运力增长趋势，最终决定建设30座充电桩、配备40把充电枪，为未来预 留空间。 2024年7月新场站投运后，李波的工作轻松了许多："现在充电枪充足，系统支持自动充满断电，夜间只需巡检一遍，终于能睡上整觉了。" 不仅如此，该充电站还率 ...

Investment Rating - The report maintains an "Overweight" rating for the oil and gas sector and the basic chemicals sector [5]. Core Insights - The overall price spread in the industry improved in January, indicating a potential recovery in profitability for 2026, with the CCPI-raw material price spread reaching 2631, up from 2500 at the end of 2025 [1][9]. - The demand for chemical products is shifting from real estate to consumer goods, infrastructure, and emerging technologies, with significant growth potential driven by global economic trends [2][11]. - The capital expenditure growth in the chemical industry has been declining since June 2025, suggesting a supply-side adjustment is approaching, which may lead to improved profitability in the sector [2][16]. Summary by Sections Price Trends - In January, oil prices rose due to geopolitical tensions and strong global crude oil replenishment demand, leading to a slight improvement in the price spread of most chemical products [9][21]. - Major price increases were observed in products like lithium carbonate and butadiene, while some products like methyltrichlorosilane saw price declines due to supply adjustments [3][33]. Supply and Demand Dynamics - The January PMI was reported at 49.3, indicating a continued bottoming out in the real estate sector, while consumer goods and major infrastructure showed positive growth [2][11]. - The chemical industry is expected to see a recovery in demand, supported by the exit of high-energy-consuming facilities in Europe and North America, and economic growth in Asia, Africa, and Latin America [2][11][14]. Investment Strategy - The report suggests focusing on sectors with potential recovery, such as oil and gas, basic chemicals, and companies leveraging synthetic biology for cost reduction [32]. - Specific stock recommendations include China Petroleum & Chemical Corporation, Baofeng Energy, and Yun Tianhua, among others, highlighting their potential for growth and profitability [7][32]. Monthly Performance Review - In January, the basic chemical index rose by 12.72%, with significant gains in sub-sectors like dye chemicals and petrochemical raw materials [34][36]. - The report notes that the chemical industry is experiencing a recovery phase, with various sub-sectors showing positive price movements and improved market conditions [34][36].

该股最近90天内共有4家机构给出评级，买入评级4家；过去90天内机构目标均价为7.98。 该股主要指标及行业内排名如下： 2月9日的资金流向数据方面，主力资金净流出6453.62万元，占总成交额6.11%，游资资金净流入 3987.33万元，占总成交额3.77%，散户资金净流入2466.29万元，占总成交额2.33%。 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资金流向、游资资金流向和散户资金流 向。 近5日资金流向一览见下表： 证券之星消息，截至2026年2月9日收盘，中国石化(600028)报收于6.5元，上涨0.0%，换手率0.17%，成 交量162.43万手，成交额10.56亿元。 中国石化2025年三季报显示，前三季度公司主营收入21134.41亿元，同比下降10.69%；归母净利润 299.84亿元，同比下降32 ...

2025年第4季度，海南省市场监督管理局对全省流通领域车用尿素产品进行了监督抽查。本次抽查了25批次产品，经检验，全部合格。 本次监督抽查依据GB 29518-2013等标准要求，对下列项目进行了检验:尿素含量、密度、折光率、碱度、缩二脲、醛类、不溶物、磷酸盐、钙、铁、铜、 锌、铬、镍、铝、镁、钠、钾、一致性确认。本次抽查未发现有不符合标准要求的项目。 具体抽查结果如下: 2025年海南省流通领域车用尿素产品质量监督抽查所检项目符合相关标准的产品 | 序 | 产品名称(标称) | 商标(标称) | 规格型号 | 生产日期/批号(标 | 被检主体 | 生产企业(标称) | | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | 称) | | | | 1 | 柴油车尾气处理液 | / | 净含量: 10 | | 中国石化销售股份有限公司海南海口海府加油站 | 海洋石油富岛有限公司 | | | | | kg | 2025-09-08 | | | | 2 | AUS 32柴油尾气净化液 | / | 10kg/桶 | 2025-07-06 | 中国石油海南销售有限 ...

Core Viewpoint - The quality inspection results for automotive brake fluid products in Hainan Province for Q4 2025 indicate that all 16 batches tested were compliant with relevant standards, reflecting a positive trend in product quality in the automotive sector [2]. Group 1: Inspection Results - The Hainan Provincial Market Supervision Administration conducted a quality inspection of automotive brake fluid products, with all 16 batches passing the tests [2]. - The inspection was based on standards such as GB 12981-2012, covering parameters like appearance, kinematic viscosity, boiling point, pH value, and low-temperature fluidity [2]. Group 2: Product Details - The inspected products included various brands and specifications, all of which met the required standards [2]. - Notable products included: - High-performance brake fluid from Shandong Laike Technology Co., with a production date of April 11, 2025 [2]. - Brake fluid from Zhangjiagang Dike Automotive Chemicals, produced on September 8, 2025 [2]. - Shell brake fluid from Shandong Laike Technology Co., produced on August 8, 2025 [2].

Core Insights - The quality supervision inspection results for automotive windshield cleaning fluid products in Hainan Province for Q4 2025 have been released, indicating that all 21 batches tested were compliant with standards [1] Group 1: Inspection Results - The inspection was conducted by the Hainan Provincial Market Supervision Administration, and all products passed the quality tests [1] - The inspection adhered to standards such as GB/T 23436-2009, evaluating parameters including freezing point, pH value, appearance, compatibility, thermal stability, and low-temperature stability [1] Group 2: Product Details - A total of 21 batches of automotive windshield cleaning fluids were tested, with various brands and specifications, all meeting the required standards [1] - Notable products included: - "喜乐爽汽车玻璃清洗剂" with a net content of 2L produced by China Petroleum & Chemical Corporation [1] - "去油膜虫胶玻璃水" with a volume of 1300mL from a local trading center [1] - "强力去污镀膜玻璃水" with a net content of 1.3L from a local supermarket [1]

来源：环球网 在春节这一关键的保供"大考"前夕，中国石化销售上海石油分公司（以下简称"上海石油"）的"新春走 基层"活动，深入闵行油库的管线巡检一线与位于市中心的第十加能站，实地探访这座能源央企如何在 传统能源与新能源的双赛道上，保障城市运行的安全底记与绿色转型的活力。 地下"生命线"的守护者：日行万步丈量安全 位于上海西南的闵行油库始建于1968年，是保障上海市西南地区成品油市场供应的重要枢纽。而在油库 之外，全长约110公里的两条输油管道则如同隐秘的"大动脉"，将成品油源源不断地从上海石化输送至 此。 对闵行油库管道技术管理人员邓师傅和他的团队来说，春节并不意味着休息，而是"提级管理"的开 始。"管道埋在地下，地面上每隔约100米设有一个标志桩。我们的工作，就是确保这100多公里管廊不 仅在图纸上清晰，更在现实中无恙。"邓师傅介绍道。 据了解，为了满足日益增长的市场保供需求，设计年输量300万吨的新成品油管道已于2025年底投入试 生产，目前正处于首个迎峰度冬的关键期，巡检压力随之倍增。 "我们有9位专职徒步巡线员，加上车辆巡检作为补充。"邓师傅指着墙上的地图解释说，这支队伍无论 寒暑，每天都要在这条线路 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The report highlights a positive outlook for the global chemical industry driven by the new demand cycle from anti-involution and AI, with a focus on the upcoming peak season in the chemical sector leading to price increases [1][2] - Chinese chemical companies are expected to benefit from solid cost and efficiency advantages, entering a long-term upward performance cycle [2] - The report emphasizes the potential for increased dividend yields as supply-side constraints and demand recovery enhance industry profitability [2] Summary by Sections Investment Suggestions - The report suggests focusing on sectors with supply constraints and recovering demand, which are likely to see sustained improvements in industry conditions [2] - Key sectors to watch include: 1. Coal Chemical: Hualu Chemical, Luxi Chemical, Baofeng Energy 2. Oil Refining: Hengli Petrochemical, Satellite Chemical, Sinopec, PetroChina, CNOOC 3. Polyurethane: Wanhua Chemical, Huafeng Chemical 4. Phosphate Fertilizer: Yuntianhua, Yuntu Holdings, Xinyangfeng, Batian Shares 5. Pesticides: Yangnong Chemical, Lier Chemical, Xingfa Group, Limin Shares, Jiangshan Shares, Xin'an Shares, Runfeng Shares 6. Potash Fertilizer: Salt Lake Shares, Yara International, Oriental Iron Tower [2] Supply Drivers - The report notes that domestic anti-involution measures and the exit of European production capacity are expected to support the chemical industry's recovery [3] Demand Drivers - The report identifies several demand-driven opportunities, including: 1. Gas turbines and SOFC upstream: Zhenhua Shares, Yingliu Shares, Longda Shares, Wanze Shares, Sanhuan Group 2. Refrigerants and fluorinated liquids: Juhua Shares, New Zhoubang, Runhe Materials 3. Energy storage industry chain: Chuanheng Shares, Xingfa Group, Yuntianhua, Batian Shares, Yuntu Holdings 4. Robotics materials industry chain: PEEK - Kingfa Technology, Zhongyan Shares, Guoen Shares, Huitong Shares 5. Semiconductor materials industry chain: Photoresists: Yanggu Huatai, Wanhua Shares, Dinglong Shares, Tongcheng New Materials, Jingrui Electric Materials, Jiuri New Materials, Yake Technology [7][10] Recent Performance - The chemical industry has shown strong relative performance, with a 1-month increase of 5.7%, a 3-month increase of 15.4%, and a 12-month increase of 47.2% compared to the CSI 300 index [5] Key Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for many, with several companies rated as "Buy" [29]