Integrated Oil and Gas

SINOPEC CORP

CATL

Financial Analysis

Conference Minutes

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The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

JD-SW

Pros

Sinopec Corp.

JD-SWR

JD.com

LEAPMOTOR

NIO-SW

XPENG-W

LI AUTO-W

XIAOMI-W

ZEEKR Intelligent Tech

BYD COMPANY

Tesla

NIO Inc

NIO Inc. USD OV

XPeng

Li Auto

JD HK SDR 10to1

CATL HK SDR 30to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

CATL (Minutes): Demand is strong, profitability does not rely on price increases

Sinopec Launches Domestic 'Aipao 103' Racing Fuel Filling High-Performance Gap

Sinopec Achieves Major Breakthrough in Shale Gas Exploration in Sichuan Basin

BOC International Upgrades Sinopec Stock Target Price and Adjusts Brent Oil Forecast

Sinopec Reports Decrease in Q1 Refining and Petrochemical Capacity Utilization

CLSA Cuts PetroChina Target Price, Warns of Q2 Challenges

Sinopec Holds 2025 Annual General Meeting to Deliberate on Multiple Proposals

Sinopec Announces 26.9% Growth in First Quarter Profit

SINOPEC CORP released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue HKD 801.21 B (forecast HKD 774.92 B), actual EPS HKD 0.1598 (forecast HKD 0.1303)

SINOPEC CORP to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue HKD 777.53 B, EPS HKD 0.1303

Sinopec to hold 2026 First H-Share AGM, Shareholders Vote on Share Repurchase

Sinopec Chairman Meets UAE Minister of Industry and Advanced Technology to Discuss Energy Cooperation

Sinopec Group Increases Shareholding in Sinopec by Approximately 484 Million Shares

China National Petroleum Corporation 增持中国石油股票

CLSA: Sinopec's 2025 Performance Below Expectations, Middle East Tensions to Impact Operations

HSBC Research Downgrades Sinopec's Earnings Forecast and Adjusts Target Price

UBS Raises Profit Forecast for Sinopec and Maintains Buy Rating

Sinopec Aims to Accelerate Hydrogen Energy Development

Sinopec Adjusts Procurement Strategy to Address Oil Supply Disruption Through Strait of Hormuz

Sinopec to Enhance Resource Assurance and Actively Acquire Diversified and Cost-effective Resources

JPMorgan Report: Sinopec Q4 2025 Earnings Fell Short of Expectations

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REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

Ordinary dividend (cash)

Ex Date: 2026.06.08, Cash dividend 0.1289 HKD

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Chinese refined fuel prices are set to increase by 90–110 yuan per ton at 24:00 on May 21, marking the eighth rise this year. This translates to an estimated increase of 8–9 cents per liter for 92-octane gasoline and an additional 4.5–5 yuan for a typical private car refill.

CoinLive

PETROCHINA

CNOOC

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

China Universal CSI Oil & Gas Resources ETF

E Fund CSI Petrochemical Industry ETF

Chinese Refined Fuel Prices Set to Increase for Eighth Time This Year

CLSA reports that SINOPEC CORP has underperformed compared to PETROCHINA and CNOOC since the Israel-Iran conflict, reflecting a divergence in earnings amid rising oil prices. The broker expects SINOPEC to potentially report a loss in 2Q26 due to downstream challenges, impacting dividend distributions. In contrast, PETROCHINA and CNOOC are projected to benefit from strong cash flows and increased dividends. CLSA maintains an Outperform rating for all three, with target prices set at HKD12 for PETROCHINA, HKD32 for CNOOC, and HKD4.9 for SINOPEC CORP.

AASTOCKS News

PetroCN HK SDR 1to2

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CLSA: SINOPEC CORP  Share Price Has Underperformed Peers Since Israel-Iran Conflict, Reflecting Fundamental Divergence; Sector Top Pick PETROCHINA

Evercore founder Roger Altman warns that the oil market may be at a tipping point, potentially leading to significantly higher prices that could destabilize the stock market. He highlights that a rise in crude oil prices towards $150 a barrel could trigger a second inflation shock post-COVID. While stocks have remained resilient, the diminishing buffers against oil supply shortfalls may complicate the economic outlook, which has otherwise appeared strong due to corporate profits and consumer resilience.

Dow Jones

Occidental Petroleum

SPDR O&G Ex & Prd

United States Oil Fund LP

Pro Ultr Bloomberg Crude Oil

VanEck Oil Services ETF

iShares US Oil Equip & Svcs

iShares US Oil & Gas Expl & Prod

Us Brent Oil

VanEck Oil Refiners ETF

SPDR O&G Equip

SPDR Energy Select

VG Energy

ISHRS S&P Glb Engy

Evercore

Factset Research

S&P 500

NASDAQ Composite Index

The oil market is reaching a 'tipping point' that could create problems for stocks, according to this Wall Street legend

The Global South Media and Think Tank Forum Chinese-Arab Partnership Conference took place in Cairo on May 13, focusing on enhancing China-Arab cooperation. Sinopec's Zhong Ren delivered a keynote speech and received the Outstanding Contribution Award for promoting mutual trust and collaboration. He emphasized the historical friendship between China and Arab states and highlighted Sinopec's commitment to energy security and cultural exchange initiatives. The event gathered around 250 representatives from various sectors to discuss future cooperation.

prnewswire

04:03 ETGlobal South Media and Think Tank Forum Chinese-Arab Partnership Conference Opens in Cairo

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Sinopec has reported proven reserves of 235.687 billion cubic meters at its Ziyang Dongfeng shale gas field, marking a significant milestone in China's shale gas exploration. The field, located in the Sichuan Basin, has received official approval from China's Ministry of Natural Resources. This development establishes it as China's first ultra-deep shale gas field, with reserves exceeding 100 billion cubic meters. Sinopec's innovative use of AI in geophysical imaging has enabled precise identification of gas deposits, paving the way for further exploration and production efforts to enhance national energy security.

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14:57 ETEl yacimiento Ziyang Dongfeng de Sinopec reporta reservas de 235.687 millones de metros cúbicos

China Petroleum & Chemical Corporation (Sinopec) has updated its board structure, detailing the composition of executive, non-executive, and independent non-executive directors as of May 13, 2026. The company outlined the leadership of its five key committees—Strategy, Audit, Sustainable Development, Remuneration and Appraisal, and Nomination—emphasizing its governance framework. The independent chairing of critical committees aims to enhance regulatory compliance and corporate governance, potentially boosting investor confidence. The latest analyst rating for Sinopec's stock (HK:0386) is a Hold with a price target of HK$4.90.

Tip Ranks

Sinopec Sets Out Updated Board Structure and Committee Line-Up

Sinopec has declared a final ordinary dividend of RMB 0.112 per share for the financial year ending December 31, 2025, subject to shareholder approval. The dividend will be ex-dividend on June 8, 2026, with a record date of June 16 and payment on June 26. The company clarified withholding tax arrangements for non-resident H-shareholders, generally applying a 10% tax rate. This announcement aims to enhance certainty for international investors and may improve the stock's attractiveness. The latest analyst rating for Sinopec (HK:0386) is a Hold with a price target of HK$4.90.

Sinopec Sets Final 2025 Dividend and Clarifies H-Share Tax Treatment

SINOPEC CORP(00386.HK)