"十四五"期间，上海石化通过产业结构调整及系列节水措施，完成生活水主管网改造、提升污水处理回 用率、优化排泥水回收系统、实施酸性水处理流程优化改造等工作，系统优化节水工作取得显著成效。 2025年，上海石化工业取水量较2020年下降30%，为参与水权交易筑牢了坚实基础。 在保障自身年度取水权益的前提下，该公司首次开展此项创新业务，通过出让年度富余水量，助力上海 市实现区域水资源优化配置与市场稳定供给的双重目标。 中化新网讯 近日，上海石化作为全国首批水权出让委托参与单位之一，完成了上海市"水善流"取水权 信托首笔跨区交易。 据悉，该信托是我国首个水权信托，在上海市水务局指导下，由上海环境能源交易所于2025年4月9日正 式推出，经国家金融监督管理总局核准实施。通过信托机制解决示范区内企业弹性用水需求，节水企业 可将富余取水权委托信托公司集中管理并按比例享有受益权，由信托公司作为统一持有人，通过标准化 交易流程将取水权分配给临时需求方，按期向受益人分配收益，有效盘活闲置水资源资产。 ...

Market Overview - The refining and trading sector experienced a decline of 0.77% on February 3, with ST Shenhua leading the drop [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Runbei Hangke (001316) with a closing price of 56.33, up 10.00% [1] - Heshun Petroleum (603353) at 38.65, up 5.83% [1] - Tongkun Co. (601233) at 20.99, up 4.48% [1] - Conversely, ST Shenhua (000698) saw a decline of 3.04%, closing at 3.83 [2] Trading Volume and Capital Flow - The total trading volume for the refining and trading sector showed a net outflow of 79.01 million yuan from main funds, with retail investors contributing a net inflow of 244 million yuan [2] - The capital flow for individual stocks indicated that: - Guanghui Energy (600256) had a net inflow of 48.13 million yuan from main funds [3] - China Petroleum (601857) recorded a net inflow of 45.05 million yuan from main funds [3] - Runbei Hangke (001316) had a net inflow of 46.34 million yuan from main funds [3]

项目预计于2027年底全面建成投产，届时上海石化大丝束碳纤维产能将跃居全国首位。该项目配套的年 产6万吨大丝束碳纤维原丝项目也将在上海石化现有厂区内建设，预计今年上半年开工。 中化新网讯 2月1日，上海石化年产3万吨大丝束碳纤维异地建设项目一阶段机械竣工，进入生产准备阶 段。一阶段包含2条生产线，产能合计6000吨/年，预计于今年二季度正式投产。 该项目是鄂尔多斯市重点工程项目，建设主体单位为上海石化控股子公司——内蒙古新金山碳纤维有限 公司，将依托上海石化自有大丝束碳纤维专利技术以及内蒙古地区丰富的绿电资源，主要生产48K、 60K等规格大丝束碳纤维，为下游风电等领域提供大丝束碳纤维原材料，助力新能源产业高质量发展。 图为项目现场。(李娟 摄) ...

【DT新材料】 获悉， 2月1日， 上海石化 年产3万吨大丝束 碳纤维 异地建设项目一阶段提前一个月机械 竣工 进入生产准备阶段。一阶段包含2条生产 线，产能合计6000吨/年，预计今年二季度正式投产。 该项目于2025年7月全面开工建设，依托 上海石化 自有大丝束 碳纤维 专利技术以及内蒙古地区丰富的绿电资源，主要生产48K、60K等规格大丝束 碳纤 维 ，为下游风电等领域提供大丝束 碳纤维 原材料，助力新能源产业发展。 项目预计于2027年底全面建成投产，届时上海石化大丝束碳纤维产能将跃居全国首位。 该项目是内蒙古鄂尔多斯市重点工程项目，建设主体单位为上海石化控股子公司——内蒙古新金山碳纤维有限公司。该项目在中国石化大丝束碳纤维原创 技术基础上，通过持续攻关和迭代优化，设计、装备水平更加安全环保、成熟可靠，达到国际领先水平。该项目配套的年产6万吨大丝束碳纤维原丝项目将 在上海石化现有厂区内建设，预计今年上半年开工。 内蒙古新金山碳纤维有限公司将致力于打造国内领先的大丝束碳纤维生产基地，实现国产大丝束碳纤维低成本、规模化、绿色化生产。 FINE 2026 未来产业新材料博览会 (上海) Future Ind ...

FF301 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國石化上海石油化工股份有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00338 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,213,804,000 | RMB | | 1 RMB | | 3,213,804,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 3,213,804,000 | RMB | | 1 RMB | | 3,213,804,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | - ...

格隆汇2月2日丨ST开元(300338.SZ)公布，公司预计2025年度经审计的期末净资产为负值，根据《深圳 证券交易所创业板股票上市规则》第10.3.1条第一款第二项规定，在披露2025年年度报告后，公司股票 交易可能被深圳证券交易所实施退市风险警示（在股票简称前冠以"*ST"字样）。 ...

Core Viewpoint - The report highlights the growth in China's crude oil processing capacity, indicating a positive trend in the industry with a projected increase in processing volume and production over the coming years [1]. Industry Overview - According to the National Bureau of Statistics, China's crude oil processing volume reached 62.46 million tons in December 2025, representing a year-on-year increase of 5% [1]. - The cumulative crude oil processing volume for the entire year of 2025 was 737.588 million tons, showing a cumulative growth of 4.1% [1]. Company Insights - Listed companies in the sector include Hengyi Petrochemical (000703), Rongsheng Petrochemical (002493), Sinopec (600028), PetroChina (601857), Shanghai Petrochemical (600688), Huajin Co. (000059), Taishan Petroleum (000554), Yueyang Xingchang (000819), ST Shihua (000637), and Shenyang Chemical (000698) [1]. Research Report - The report titled "2026-2032 China Oil Industry Development Strategy Analysis and Investment Prospects Research Report" by Zhiyan Consulting provides insights into the future strategies and investment opportunities within the oil industry [1].

2月2日，上海石化跌5.21%，截至发稿，报3.09元/股，成交2.24亿元，换手率0.98%，总市值325.77亿 元。 资料显示，中国石化上海石油化工股份有限公司位于上海市金山区金一路48号，成立日期1993年6月21 日，上市日期1993年11月8日，公司主营业务涉及原油加工、整系列的油品、化工产品、基本有机化学 产品、合成纤维及单体、塑料及制品、聚酯纤维、针织纺织原料及制品、工业及燃料的生产和经营、其 他副产品的生产和经营和铂族金属的生产与加工。主营业务收入构成为：炼油产品67.95%，化工产品 21.60%，石油化工产品贸易9.77%，其他(补充)0.53%，其他0.15%。 国泰富时中国A股自由现金流聚焦ETF（159399）成立日期2025年2月19日，最新规模48.72亿。今年以 来收益4.4%，同类排名3044/5579；成立以来收益22.74%。 国泰富时中国A股自由现金流聚焦ETF（159399）基金经理为麻绎文。 截至发稿，麻绎文累计任职时间2年180天，现任基金资产总规模136.57亿元，任职期间最佳基金回报 135.9%， 任职期间最差基金回报-10.96%。 声明：市场有风险，投 ...

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

Group 1 - The core viewpoint of the articles indicates that the chemical industry is experiencing a prolonged period of negative growth in PPI, with projections suggesting a recovery phase starting around 2026 as domestic and international demand rebounds [2][3] - The chemical market has seen significant price increases recently, with epoxy propylene prices rising by 7.9% in the week of January 12-18, indicating potential upward momentum in the sector [2] - The chemical industry is characterized by a cyclical nature, typically following a five-year cycle of "profit upturn - capacity expansion - profit bottoming - capacity clearance/demand expectation improvement," suggesting a favorable outlook for the upcoming phase [2] Group 2 - Major chemical companies, such as China National Chemical Corporation, hold over half of the global market share, which may lead to a decrease in capital expenditure intensity and an increase in dividend payout ratios in the coming years [3] - The recent winter storm in the U.S. has disrupted natural gas and electricity supplies, affecting chemical production in key areas like Texas, which may impact global supply stability for major chemical products [3] - The domestic chemical sector is at a dual inflection point in terms of capacity and inventory cycles, with potential supply declines from overseas benefiting domestic production rates and overall industry recovery [3] Group 3 - Relevant Hong Kong-listed companies in the chemical sector include Sinopec (600028), Sinopec Oilfield Service (600871), Sinopec Engineering (02386), Shanghai Petrochemical (600688), and others [4]