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图122000年以来WTI油价与伯克希尔公司投资石油公司节点——中国石油,康菲石油,埃克森美孚,菲利普66
图122000年以来WTI油价与伯克希尔公司投资石油公司节点——中国石油,康菲石油,埃克森美孚,菲利普66
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【研报】石油化工行业能源板块投资理念探讨:低油价、高股息、一体化-20200624[30页].pdf
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图6.Brent-WTI期货主连合约价差(美元/桶)
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行业数据
2026-07-06
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2026年WTI原油期货结算价(美元/桶)
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2026-06-26
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中国战略石油库存(单位:千桶)
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行业数据
2026-06-24
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中国商业+炼厂石油库存(单位:千桶)
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行业数据
2026-06-24
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中国石油年度管道气长协定价方案◼2026/27中国石油年度管道气合同整体稳定,中石化合
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2026-06-11
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美国不同时期的菲利普斯曲线变化
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2026-06-10
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中国不同时期的“类”菲利普斯曲线变化
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行业数据
2026-06-10
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WTI原油期货曲线所隐含的2026年油价均值为88美元/桶,
fCDml6XmnJ8gICAgICAgfCAyMDI25bm0V1RJ5Y6f5rK55pyf6LSn6ZqQ5ZCr5Z2H5Lu377yI576O5YWDL+ahtu+8iSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18Cnwg5b2T5YmNICAgICAgfCA4OCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjYvMi8yNyB8IDY1ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlva3ljZrvvIzljY7ms7DnoJTnqbY=
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2026-05-25
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图13、全球对中东石油依赖度较高,其中中国相对独立
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行业数据
2026-05-11
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图1-4:中国石油消费量及进口占比(2016-2025年)
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行业数据
2026-04-20
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石油炼化的区域重构,将继续强化中国制造业中心地位
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行业数据
2026-04-02
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主要制造国家能源结构比较:中国“低石油依赖、高能源自给”特征突出
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行业数据
2026-03-24
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2025年中国石油消费结构
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行业数据
2026-03-17
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中国石油营业收入情况
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行业数据
2026-03-16
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中国石油进口源地占比
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2026-03-15
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低油价带来了相对低的公司估值。从投资的 7 家石油公司的时间节点及伯克希尔公司透露的信息看,在对中国石油、康菲石油、菲利普 66、西方石油的投资过程中,伯克希尔公司都采用了低油价时购入的策略,但即使是被人尊称“奥马哈先知”的巴菲特也无法准确预判油价走向,并在投资康菲石油与西方石油时两度失败。
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【研报】石油化工行业能源板块投资理念探讨:低油价、高股息、一体化-20200624[30页].pdf
表82017-2019年平均每股经营性现金流公司排名
表72017-2019年平均现金分红金额/归母净利润公司排名
表62017-2019年平均股息回报率公司排名
表5中国石化、中国石油2019年全产业链规模
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