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4月18日,金十数据报道,据海关总署数据显示,中国3月份液化天然气进口497万吨,同比降24.5%;中国3月份气态天然气进口419万吨,同比增2%;中国3月份柴油出口75万吨,同比降47.2%;中国3月份汽油出口93万吨,同比降19.1%。

4月18日,金十数据报道,当地时间4月17日,哥伦比亚国家石油公司的一家子公司表示,哥伦比亚的比森特纳里奥输油管道遭到爆炸袭击,导致输油作业暂停。据悉,这条输油管道是哥伦比亚最重要的输油管道之一,位于该国东北部阿劳卡省一处农村地区。目前暂无人员伤亡报告。哥军方将此次袭击归责于反政府武装“哥伦比亚民族解放组织”。该组织于1964年成立,据信有数千名成员,被美国和欧盟列为恐怖组织。

4月18日,金十数据报道,也门胡塞武装控制的萨巴通讯社称,当地时间4月17日晚,也门首都萨那与荷台达省连续遭遇美军空袭。17日,美国中央司令部发表声明,证实袭击了位于荷台达省的拉斯伊萨港。声明称,美军当日采取行动,袭击了胡塞武装控制的拉斯伊萨港燃料平台,切断了胡塞武装的燃料来源。拉斯伊萨港位于也门荷台达省,由胡塞武装控制,是也门北部进口燃料等重要物资的重要港口。

4月18日,中国能源报报道,由于中美贸易紧张局势不断升级,中国炼油企业对美国石油的采购量大幅削减了90%,转而以空前规模从加拿大进口原油。今年3月,从跨山管道终点附近的温哥华港运往中国的原油进口量飙升至前所未有的730万桶,这一数字有望在4月进一步上升。与此同时,中国从美国进口的石油量已从去年6月的峰值2900万桶下降至每月300万桶。

石化上市公司简讯

岳阳兴长

4月18日,岳阳兴长石化股份有限公司发布2025年第一季度报告,公告显示:2025年Q1,公司营业收入为10.63亿元,同比增长27.85%;归属于上市公司股东的净利润为1360.81万元,同比下降37.00%;基本每股收益为0.037元/股,同比下降48.61%。

风险提示

基于公开资料信息整理,可能存在信息滞后或更新不及时、不全面的风险;任何情况下,不构成投资建议。

适当性提示

《证券期货投资者适当性管理办法》于2017年7月1日起正式实施,通过本微信订阅号/本账号发布的观点和信息仅供民生证券的专业投资者参考,完整的投资观点应以民生证券研究院发布的完整报告为准。若您并非民生证券客户中的专业投资者,为控制投资风险,请取消订阅、接收或使用本订阅号/本账号中的任何信息。本订阅号/本账号难以设置访问权限,若给您造成不便,敬请谅解。我司不会因为关注、收到或阅读本订阅号/本账号推送内容而视相关人员为客户;市场有风险,投资需谨慎。

分析师承诺

本报告署名分析师具有中国证券业协会授予的证券投资咨询执业资格并登记为注册分析师,基于认真审慎的工作态度、专业严谨的研究方法与分析逻辑得出研究结论,独立、客观地出具本报告,并对本报告的内容和观点负责。本报告清晰准确地反映了研究人员的研究观点,结论不受任何第三方的授意、影响,研究人员不曾因、不因、也将不会因本报告中的具体推荐意见或观点而直接或间接收到任何形式的补偿。

免责声明

  欧盟最近推迟了对苹果公司和MetaPlatforms的处罚,暂时避免了与特朗普政府发生冲突。就在这一周,该联盟加大了与美国达成贸易协议的力度。

  知情人士称,欧盟的执行机构欧盟委员会最初计划在周二宣布针对这些科技巨头的停止侵权令,并已将该时间安排告知了至少其中一家公司。这两家公司原本也可能被处以罚款。

  推迟宣布该决定的时间点,是在欧盟贸易专员MarosSefcovic本周一在华盛顿与美国官员会晤前不久做出的。这是自总统特朗普宣布对部分关税暂停征收90天以来,Sefcovic首次与美方进行面对面会谈。此外,本周意大利总理梅洛尼与特朗普会面,特朗普表示,与欧盟达成贸易协议“没有什么问题”。

  这些裁决预计仍将进行,但目前尚不清楚推迟可能会持续多久。

  周二被问及这些案件时,一位欧盟委员会发言人告诉记者,尚未宣布任何日期,但技术工作已经完成。该发言人说:“我们目前正在努力,以期在短期内通过最终决定。”

  欧盟委员会周五表示,不对其内部计划置评。

  Meta和苹果公司的案件都与涉嫌违反欧盟《数字市场法》(DigitalMarketsAct)有关,该法旨在让规模较小的公司更容易与大型科技竞争对手竞争。欧盟委员会于2024年3月启动调查,并于去年夏天发布了这两起案件的初步调查结果。

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