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中石油经研院解析国内外油气行业“六变八稳”发展格局
Jing Ji Wang· 2026-02-04 10:38
Core Insights - The reports highlight that the global oil and gas industry is entering a period of profound transformation by 2025, characterized by intensified turmoil, system restructuring, and a reconfiguration of the landscape due to geopolitical conflicts, economic restructuring, and energy transition [1][2] Group 1: Global Oil and Gas Industry Trends - The global oil and gas sector is facing a complex "new situation" with increasing volatility and a reshaped framework, driven by intertwined geopolitical conflicts and economic changes [1] - By 2026, the global economy is expected to exhibit "low growth, high differentiation, and increased turmoil," posing severe challenges to global energy security and market stability [1] - The oil market is anticipated to shift from a tight balance to a state of oversupply, with Brent crude prices projected to range from $60 to $65 per barrel under normal conditions, and potentially rise to $70 to $75 per barrel amid geopolitical tensions [3] Group 2: China's Oil and Gas Industry Developments - China's oil and gas industry is demonstrating strategic confidence and resilience, aiming for progress while maintaining stability, with a focus on achieving the goals set for the 14th Five-Year Plan [1][4] - By 2025, China's energy self-sufficiency is projected to reach 84.4%, with non-fossil energy consumption accounting for 21.8% of total energy use, and this is expected to rise to over 23% by 2026 [4] - Oil and gas production in China is set to reach a historical high of 420 million tons of oil equivalent by 2025, with crude oil production expected to stabilize at 200 million tons in 2026 [4][5] Group 3: Energy Security and Policy Implications - The global energy security landscape is becoming increasingly complex, with the report indicating that while fossil energy remains relatively secure, the risks associated with electricity supply are rising [6] - The report calls for a more inclusive and cooperative approach to energy security, emphasizing the need for multilateralism and practical collaboration across various sectors, including energy investment and climate governance [6] - China's energy security situation is improving, marking a new phase in its journey towards becoming an energy powerhouse [6]
美团旅行:重庆酒店“春节提前订”增73% 春节00后预订单量增55%
Jing Ji Wang· 2026-02-04 09:03
Core Insights - The "Meituan Black Diamond Member Experience Officer" program has successfully launched in Chongqing, highlighting the city's appeal as a travel destination during the Spring Festival [2][3] - Chongqing's tourism bookings have seen significant growth, with a 32% year-on-year increase in Spring Festival cultural and tourism reservations, and a 73% increase in hotel bookings [2] - The program aims to enhance the hotel experience by integrating various cultural activities and local experiences, expanding the concept of "accommodation+" [6] Group 1: Tourism Growth - Chongqing's hotel bookings for the Spring Festival have surged, with high-end hotel night rates exceeding 800 yuan and a staggering 542% increase in bookings from "out-of-town tourists" [2] - The top ten sources of out-of-town visitors to Chongqing include major cities such as Beijing, Shanghai, and Guangzhou [2] - The demand for hotel bookings has increased significantly, with a 157% rise in early reservations for Marriott hotels in Chongqing [5] Group 2: Experience Integration - The "accommodation+" concept is being promoted, allowing guests to engage in various activities such as cocktail parties, opera performances, and local culinary experiences [3][6] - The program includes unique offerings like the "one meal seals the gods" dinner and packages that combine hotel stays with local cultural experiences [5] - The integration of local attractions, such as the drone light shows and scenic views from high-altitude hotels, enhances the overall visitor experience [5][6] Group 3: Demographic Trends - There is a notable increase in hotel bookings among younger travelers, with a 55% growth in reservations from the post-2000 generation [5] - The senior demographic (60 years and older) has also shown a significant increase in bookings, with a 79% rise in hotel reservations [5] - The trend indicates a shift towards more diverse travel experiences among different age groups, with a growing interest in cultural and local activities [6]
MOGOX与LG电子达成战略合作
Jing Ji Wang· 2026-02-04 09:03
作为全球领先的自动驾驶全栈技术与运营服务提供商,蘑菇车联通过"前装量产+视觉与固态激光 雷达融合"技术路线,显著提升了系统的一致性与可靠性,使目标感知距离提升超50%,漏检率/误检率 下降70%,接管率降低两个数量级,且大幅降低了研发与硬件成本,为自动驾驶巴士规模化落地奠定坚 实基础。其自研的新一代端到端自动驾驶系统MOGO AutoPilot,融合MogoMind物理世界多模态大模 型,通过海量真实路况数据训练,能够模拟人类司机的驾驶逻辑,在复杂场景中快速生成最优驾驶决 策。 当前,适逢全球自动驾驶产业从封闭场景向城市主干网跨越的关键期,技术协同与生态共建成为行 业发展趋势。在1月初的中韩商务论坛上,中韩双方共签署32份合作文件,自动驾驶成为重点合作领 域。同时,韩国提出《提升自动驾驶汽车产业竞争力计划》,目标是2027年实现L4级自动驾驶商业 化,跻身全球自动驾驶前三,并将光州指定为韩国首个"自动驾驶实证城市",全面推进自动驾驶技术研 发及服务落地。 此次战略合作契合了中韩两国在人工智能、自动驾驶等战略新兴领域的合作共识。蘑菇车联将持续 以技术创新为核心,联合autonoma等生态伙伴全面整合技术能力与市 ...
岱勒新材加速布局消费电子装备制造 太空光伏打开新增长空间
Jing Ji Wang· 2026-02-04 09:03
Core Viewpoint - The company is establishing a new subsidiary, Jietai Intelligent Manufacturing, in collaboration with two investment partners, focusing on high-end intelligent equipment and new materials for consumer electronics, which is a strategic move to enhance its transformation in the consumer electronics sector and capture opportunities in the space photovoltaic market [1][4] Group 1: Company Strategy - The new subsidiary, Jietai Intelligent Manufacturing, has a registered capital of 50 million yuan, with the company holding a 51% stake, ensuring absolute control [1] - The business scope of the new company includes research, production, and sales of high-end intelligent equipment, superhard materials, and electronic new materials, which aligns with the core needs of the consumer electronics industry [1][2] - The establishment of Jietai Intelligent Manufacturing represents a further deepening of the company's "equipment + consumables" integrated strategy, following its previous collaboration with global consumer electronics glass manufacturers [2] Group 2: Market Opportunities - The company is leveraging its core technology in diamond wire to enter the space photovoltaic sector, which is expected to grow rapidly, with silicon-based components being a key material [3] - The company's diamond wire technology offers a competitive advantage in precision and cost control, which is crucial for the high standards required in space photovoltaic production [3] - The global photovoltaic industry is evolving towards efficiency and diversification, with space photovoltaic presenting significant growth potential, positioning the company as a key supplier in this emerging market [3][4] Group 3: Financial Performance - In 2025, the company faced pressure from the photovoltaic industry cycle, but it has shown significant operational improvement in the fourth quarter, indicating the gradual contribution of its new consumer electronics business [4] - The dual-track strategy of focusing on consumer electronics and space photovoltaic is seen as a clear strategic logic, with the potential to enhance the company's resilience against industry cycles [4]
收评:沪指涨0.85%,地产、银行等板块拉升
Jing Ji Wang· 2026-02-04 08:18
编辑:何颖曦 盘面上看,传媒、半导体板块走低;煤炭板块爆发,掀涨停潮;地产、石油、钢铁、电力、银行、 券商、保险、汽车等板块拉升,光伏、氢能源概念等活跃。 中国经济周刊-经济网讯 截至收盘,上证指数报4102.20点,涨幅0.85%,成交额10635.45亿元;深 证成指报14156.27点,涨幅0.21%,成交额14174.26亿元;创业板指报3311.52点,跌幅0.40%,成交额 6755.89亿元。 ...
极氪8X实车首次亮相,打造东方高性能旗舰
Jing Ji Wang· 2026-02-04 08:11
2026年2月3日,极氪旗下新车——极氪8X迎来实车首次亮相。作为极氪品牌面向2026年推出的超级电混高性能旗舰SUV,8X基 于SEA-S超级电混架构打造,是该架构下继9X之后第二款旗舰车型。 极氪9X是去年难得的现象级爆款,2025年11月-12月蝉联"50万级大型SUV销冠",成交均价达到53.8万元,海外更是出现了加价 求购的盛况。按照主流市场9系与8系车型10万元左右的定价差距,参考极氪9X市场表现,预计极氪8X的顶配版本将逼近50万 元。如果按照氪9X成交均价53.8万元估算,极氪8X的成交均价将达到43万元以上。 随着实车正式露出,极氪8X的外观细节、空间与动力方案等也将进入密集信息释放期,有望成为今年最受关注的旗舰新车之 一。(景煊) 新车在设计上延续家族旗舰基因,同时以更具力量感与优雅比例的车身型面,瞄准40万-50万级豪华SUV用户对"性能与体面"的 双重诉求。前脸采用9X同款一体式直瀑格栅,一样的旗舰霸气豪华;0.618黄金比例车身、1.12宽高比低趴姿态,配合劳斯莱斯 同款零面差车门工艺,将空气动力学与雕塑级美学融为一体。据悉,8X将提供"云珀红、月海灰、玄武灰、极夜黑和极昼白"五 款 ...
天佑德青稞酒“四美战略”再落关键一子
Jing Ji Wang· 2026-02-04 08:11
Core Viewpoint - The collaboration between Qinghai Huzhu Tianyoude Qinkui Wine Co., Ltd. and a restaurant brand to launch the "Yizun Huangniu · Tianyoude Qinkui Wine Co-branded Experience Store" in Lanzhou marks a significant step in the company's "Four Beauties Strategy," particularly in the integration of "fine food and fine wine" [1] Group 1 - The "Four Beauties Strategy" focuses on "fine wine, fine food, beautiful scenery, and beauty," aiming to upgrade the brand from a provider of excellent products to a leader in highland quality lifestyle [1] - The "Food Strategy" serves as an extension of the value of "fine wine," acting as a friendly entry point to connect with consumers and convey the cultural essence of the Qinghai-Tibet region [1] - The Vice General Manager of the company, Chen Mingfeng, emphasized that this partnership is a strategic choice based on shared development philosophies, market insights, and a deep understanding of future consumption trends [1] Group 2 - This co-branding initiative signifies a new phase of large-scale, benchmark, and cross-regional development in the exploration of food and wine integration [1] - As a key national leading enterprise in agricultural industrialization, the company aims to link Qinghai-Tibet specialty products with global culinary culture, empowering brand upgrades and enhancing quality of life through industrial integration [1]
让文创“火”起来,天猫联合首批十大博物馆启动“镇馆之宝”计划
Jing Ji Wang· 2026-02-04 08:11
2月3日,天猫在北京举办"镇馆之宝"计划发布会,2026年将大力投入,上线文创专属频道,提供从趋势洞察、新品设计、品牌 跨界联名、供应链等全方位支持,目标单年孵化100款成交破百万的文创新品,推动1万个品牌与博物馆文创IP跨界联名,让文 物"活"起来,走进大众生活日常。 发布会上,中国国家博物馆、故宫博物院、国家图书馆、甘肃省博物馆、河南博物院、苏州博物馆、陕西历史博物馆、敦煌研 究院、三星堆博物馆、青岛啤酒博物馆10家博物馆,万仟堂、太湖雪、铜师傅、罗莱等品牌,共同启动天猫"镇馆之宝"计划。 北京市文旅局相关负责人表示,博物馆文创是连接历史与当下、彰显文化自信的重要载体。电商平台让越来越多优质文创被看 见,走出博物馆边界,走向更多人的日常生活。既为文化传承打下坚实的基础,也进一步促进文化消费的繁荣。北京市文旅局 将与天猫深入拓展北京文创,围绕"北京礼物"开展IP合作。 天猫是线上最大的博物馆文创品上新阵地及文创消费平台。截至目前,有77家国内外博物馆在天猫开设官方旗舰店,2025年上 新超5000款优质文创新品。过去一年,有7亿人次在淘宝天猫在线逛馆,其中18岁至34岁用户占比超过80%,博物馆文创连续三 ...
“严控视频和PPT”,不仅是算经济账
Jing Ji Wang· 2026-02-04 02:18
近日,浙江省委、省政府印发《浙江省党政机关厉行节约反对浪费实施办法》提出,党政机关应当严格控制视频、PPT在会议中制作使用,一般性工 作会议,原则上不播放视频短片。 这项最新规定,算的不仅是行政成本经济账,更是剑指"屏幕中的形式主义"的政治账。 视频、PPT本是提升效率、辅助表达的工具,却在一些地方异化为政绩展示的"秀场"。工作汇报追求动画特效,年终述职讲究炫目模板,就连村社干 部入户走访的点滴成果,也被强行制作成几页"高大上"的幻灯片。更有甚者,动用财政资金外包制作,把"真金白银"浪费在华而不实的视觉包装上。 这些做法,问题表现在"屏上",根子却深植于错位的政绩观中。一些干部以为,材料做得亮眼,比工作干得扎实更能"出彩";视频拍得精致,比群众 口碑传得响亮更易"出圈"。于是,把制作技巧当作"软实力",却对群众的急难愁盼视而不见;把汇报包装当成"硬通货",却对实际成效避而不谈。更深层 次原因在于,部分地方的考核评价仍依赖"材料厚度""视频精度""PPT美观度",考核"看包装",干事就"重包装",实干者疲于应付,虚功者反得其便。 海报:王宇峰 破除屏幕中的形式主义,关键在于树立和践行正确政绩观。政绩不是秀出来的 ...
春节消费新场景升级 激发市场活力
Jing Ji Wang· 2026-02-04 02:18
2026年全国春节文化和旅游消费月主场活动近日在福建泉州启动。各地围绕春节假期开展文旅消费惠民 活动,推出丰富多彩的应季文旅产品和活动,加大直达居民游客的普惠政策力度,如门票减免、票根联 动优惠、跨区域文旅优惠等举措,为人民群众欢度新春提供更多选择。 本报记者 王琰 近日,2026年全国春节文化和旅游消费月主场活动在福建泉州启动,一系列春节特色活动、优质产品和 惠民举措同期发布,让春节文旅体验"升级"、福利"加码"、生活"添彩"。值得关注的是,近期,各地密 集推出一批创新性举措,培育了一系列极具活力的消费新业态新场景,有效激发了市场内生动力和居民 消费潜力。 今年以来,江苏各地持续优化"跟着演出(赛事)游江苏"玩法,南京推出"1+3"连环优惠,球迷购球票 后可获餐饮、商场、酒店多重福利;苏州让球迷凭球票免费体验评弹表演,同步享受园林门票折扣,实 现传统文化与体育经济双向赋能。 贵州则将"票根联动"作为2026年促消费重点举措,贵阳市围绕冬季旅游,联动11家温泉景区及近百家街 区商户,将温泉票根优惠覆盖非遗文创、特色美食等场景,有效期延长至2026年3月;兴义市以高铁票 根为纽带,推出299元"康旅通惠卡",覆 ...