Core Viewpoint - The chemical industry ETF managed by E Fund has shown positive performance, with significant inflows and growth in both scale and shares, reflecting strong investor interest in the sector [1][2]. Group 1: Index Performance - As of February 4, 2026, the China Petroleum Industry Index (H11057) increased by 0.41%, with key stocks like Sinopec rising by 3.17% and Wanhua Chemical by 3.09% [1]. - Over the past two weeks, the E Fund chemical industry ETF has accumulated a rise of 0.55%, ranking in the top half among comparable funds [1]. Group 2: Liquidity and Trading Volume - The E Fund chemical industry ETF had a turnover rate of 3.05% during the trading session, with a transaction volume of 48.77 million yuan [1]. - The average daily trading volume over the past week reached 160 million yuan [1]. Group 3: Fund Size and Shares - The latest size of the E Fund chemical industry ETF reached 1.595 billion yuan, marking a one-year high [1]. - The total shares of the ETF have also reached 1.466 billion, which is a one-year high [1]. Group 4: Net Inflows - The E Fund chemical industry ETF has seen continuous net inflows for 13 days, with the highest single-day net inflow reaching 391 million yuan, totaling 1.371 billion yuan in net inflows [1]. - The average daily net inflow stands at 105 million yuan [1]. Group 5: Top Holdings - As of January 30, 2026, the top ten weighted stocks in the China Petroleum Industry Index account for 55.71% of the index, including companies like Wanhua Chemical and Sinopec [2].

港股石油股午后走高，中国石油化工股份(00386.HK)、中国海洋石油(00883.HK)、中国石油股份 (00857.HK)均涨超2%。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the article highlights the performance of the Oil ETF (561360), which opened with a gain of 1.42% at 1.431 yuan on February 4 [1] - Major holdings of the Oil ETF include China National Petroleum Corporation, which rose by 2.01%, China National Offshore Oil Corporation by 1.98%, and Sinopec by 0.79% [1] - The Oil ETF's performance benchmark is the CSI Oil and Gas Industry Index return, managed by Guotai Fund Management Co., Ltd., with a return of 41.01% since its establishment on October 23, 2023, and a return of 14.47% over the past month [1] Group 2 - The article lists other notable stocks within the Oil ETF, including Jereh Group (up 0.98%), China Merchants Energy Shipping (up 1.56%), Guanghui Energy (up 1.30%), COSCO Shipping Energy (up 0.82%), Hengli Petrochemical (up 1.82%), Rongsheng Petrochemical (up 0.79%), and Intercontinental Oil and Gas (up 2.24%) [1]

Core Viewpoint - The article discusses the incentive compensation for executives of major state-owned enterprises in the energy sector in China for the 2022-2024 term, highlighting the amounts allocated to various leaders within these companies [1][3][4]. Group 1: Central Enterprises and Their Incentive Compensation - The State-owned Assets Supervision and Administration Commission (SASAC) has released the incentive compensation details for executives of central enterprises, which include companies like China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and State Grid Corporation of China [1][3]. - The incentive compensation consists of annual salary and term incentive income, with the latter being distributed every three years [1]. Group 2: Individual Executive Compensation - For CNPC, the chairman Dai Houliang is set to receive an incentive income of 86.21 million RMB for the 2022-2024 term [3]. - In Sinopec, chairman Ma Yongsheng's incentive income is 84.81 million RMB, while other executives like Zhao Dong and Zhang Shaofeng have amounts of 83.23 million RMB and 75.35 million RMB respectively [4]. - China National Offshore Oil Corporation (CNOOC) chairman Wang Dongjin will receive 86.06 million RMB, with other executives like Zhou Xinhai and Huojian receiving 49.43 million RMB and 76.86 million RMB respectively [5]. Group 3: Summary of Other Major Enterprises - State Grid Corporation of China chairman Zhang Wei will receive 78.17 million RMB, while other executives like He Zhongwen and Jiang Changliang will receive 48.54 million RMB and 70.14 million RMB respectively [7]. - China Southern Power Grid's chairman Meng Zhenping is set to receive 83.54 million RMB, with other executives like Qian Chaoyang receiving 26.35 million RMB [10]. - China Huaneng Group's chairman Wenshu Gang will receive 63.47 million RMB, while other executives like Zhang Wenfeng and Dong Jianling will receive 39.02 million RMB and 67.79 million RMB respectively [11]. Group 4: Additional Notable Executives - In China Datang Corporation, chairman Zou Lei will receive 80.02 million RMB, while Liu Mingsheng and Zhang Chuanjiang will receive 44.23 million RMB and 17.78 million RMB respectively [12]. - China Huadian Corporation's chairman Jiang Yi will receive 63.24 million RMB, with other executives like Ye Xiangdong receiving 84.32 million RMB [14]. - National Energy Investment Group's former chairman Wang Xiangshi received 16.46 million RMB for his term, while other executives like Feng Laifa and Xu Xinfeng will receive 60.97 million RMB and 39.94 million RMB respectively [18].

Core Viewpoint - The demand for asphalt in China remains strong due to ongoing economic development and infrastructure construction, but the industry is entering a new phase characterized by supply surplus and limited capacity growth [2]. Group 1: Industry Overview - The asphalt industry in China has seen a steady increase in production capacity, reaching 79 million tons in 2023, with an annual increase of 8 million tons, representing a growth of 11.27% year-on-year [2]. - The average operating rate of refineries has remained low at around 50%, indicating a persistent supply surplus in the domestic asphalt market [2]. - The production profit for asphalt is expected to drop to its lowest point in recent years in 2024, which will further inhibit refineries from increasing production capacity [2]. Group 2: Demand and Supply Factors - The overall demand for asphalt is projected to decline due to local fiscal pressures and stricter approvals for infrastructure projects [2]. - Potential implementation of a consumption tax policy could significantly increase production costs, further weakening the willingness of refineries to expand production [2]. Group 3: Industry Development History - The asphalt industry in China began to develop significantly in the 1980s with the construction of high-grade highways, leading to increased demand for asphalt [7]. - The "Twelfth Five-Year Plan" period saw rapid development in various transportation modes, which further stimulated the asphalt industry [7]. - The "Thirteenth Five-Year Plan" period is characterized by a focus on supporting major national strategies, indicating a broad market potential for the asphalt industry [7]. Group 4: Industry Chain - The upstream of the asphalt industry chain includes raw materials such as coal, emulsifiers, modifiers, and petrochemicals [9]. - The midstream involves the production and manufacturing of asphalt, while the downstream applications include highways, waterproof building materials, municipal road construction, and airport construction [9]. Group 5: Future Outlook - The asphalt industry is expected to face stagnation in capacity growth due to multiple factors, including declining demand and rising production costs [2]. - The continuous expansion of the highway network and periodic maintenance needs will provide stable and sustained market demand for the asphalt industry in the future [14].

Group 1 - The oil and gas ETF Huatai-PB (561570) opened with a gain of 1.22%, priced at 1.331 yuan [1] - Major holdings in the ETF saw positive movements: CNOOC rose by 1.98%, PetroChina by 2.01%, Sinopec by 0.79%, and others like Jereh, COSCO Shipping, and Guanghui Energy also experienced gains [1] - The ETF's performance benchmark is the CSI Oil and Gas Industry Index, managed by Huatai-PB Fund Management Co., with a return of 31.70% since its inception on October 9, 2024, and a monthly return of 14.01% [1]

截至9月30日，中国石油股东户数50.39万，较上期增加4.46%；人均流通股324618股，较上期减少 4.33%。2025年1月-9月，中国石油实现营业收入21692.56亿元，同比减少3.86%；归母净利润1262.79亿 元，同比减少4.71%。 融资方面，中国石油当日融资买入2.23亿元。当前融资余额19.57亿元，占流通市值的0.11%，融资余额 低于近一年20%分位水平，处于低位。 融券方面，中国石油2月2日融券偿还46.38万股，融券卖出18.64万股，按当日收盘价计算，卖出金额 199.08万元；融券余量227.50万股，融券余额2429.70万元，超过近一年90%分位水平，处于高位。 资料显示，中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室，成立日期1999年11月5日，上市日期2007年11月5日，公司主营业务涉及(i)原油及天然气的 勘探、开发、生产、输送和销售以及新能源业务;(ii)原油及石油产品的炼制,基本及衍生化工产品、其他 化工产品的生产和销售以及新材料业务;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输 ...

Group 1 - The total income of central enterprise leaders consists of annual salary and term incentive income, with the latter being distributed every three years [1] - The term incentive income for central enterprise leaders for the period 2022-2024 has been publicly disclosed [1] - The disclosure includes various state-owned enterprises such as China National Petroleum Corporation and State Grid Corporation of China [1]

中石油哈尔滨分公司3日发布消息， 根据国家发展改革委通知， 4日零时起， 柴油方面， 来源：哈尔滨新闻网 记者： 节永志 编辑：马云鹏 哈市各号汽柴油价格迎来上调。 其中， E95（国Ⅵ）汽油每吨上调230元，从9408元/吨升至9638元/吨，每升价格由7.25元上调至7.43元， 涨幅0.18元； E98（国Ⅵ）汽油每吨上调260元，从10668元/吨涨至10928元/吨，每升价格从8.22元调整为8.43 元，上调0.21元。 0号（国Ⅵ）柴油每吨上调195元，从7415元/吨升至7610元/吨，每升价格由6.27元上调至6.43元， 涨幅0.16元； -35号（国Ⅵ）柴油每吨上调225元，从8527元/吨涨至8752元/吨，每升价格从7.18元调整为7.37 元，上调0.19元。 ...

使命如磐，步履铿锵。从戈壁瀚海的井架凌云，到炼化厂区的银龙腾跃，从保供前线的昼夜鏖战，到创新高地的攻坚突破，中国石油始终与国家发展同频、 与时代脉搏共振。 "十四五"时期，中国石油把规划从蓝图变为实景，公司"整体基本实现高质量发展"的阶段性战略目标如期达成，在建设能源强国的征程中，用实干与创新书 写着能源央企的使命担当，交出了一份沉甸甸的时代答卷。 作为保障国家能源安全的主力军，中国石油始终把保障国家能源安全作为须臾不可忽视的"国之大者"，以实际行动当好能源保供"顶梁柱"，着力保障国家油 气核心需求，持续提升能源资源高效供给能力。 "十四五"时期，中国石油原油勘探开发战线立足资源战略，着力打好勘探开发进攻战，加快先进开采技术开发应用，助力全国原油产量连续6年保持增长、 接近历史峰值，为保障国家能源安全发挥"压舱石""顶梁柱"作用。 截至2025年底，中国石油国内原油产量约占全国总产量的1/2，长庆油田油气产量当量连续6年超过6000万吨，西南油气田建成500亿立方米大气区，新疆吉 木萨尔、大庆古龙页岩油国家级示范区建设取得突破性进展，国内油气"压舱石"更加稳固；国际油气合作沿着共建"一带一路"国家和地区跨越山 ...