2025年刚刚过半，但社会发生的变化却显而易见。 春晚亮相的人形机器人，以灵动的姿态向大众展示着人工智能的新玩法。而Deepseek的惊艳问世，更是让我们一夜进入"全民AI"时代。 短短半载，人工智能的应用已经是乱花渐欲迷人眼。 然而，在种种应用"娱大众一乐"的背后，我们不禁深思：当下，智能化的"用武之地"究竟在哪？ 5月28日，中国石油发布的3000亿参数昆仑大模型，正是这一问题的最好答案。 一、赋能油气全产业链 作为中国石油在人工智能领域的里程碑之作，3000 亿参数昆仑大模型的核心价值，在于其对能源全产业链的深度重塑。 尤其是近年来，伴随着油气开发逐渐走向深层、超深层、非常规等高难度领域，对油气勘探精细化的要求直线增加。这导致了勘探数据量的成指数级上涨， 极大增加了分析处理的难度。 如果依然按照传统方法进行处理，油气勘探的效率将大幅降低。 怎么办？ 中石油的"昆仑大模型"给出了很好的解决方案。 在油气勘探开发领域，昆仑大模型构建智能化全波形反演应用场景，提高了地震波波动方程求解效率，实现了正反演全流程10倍以上的效率提升。 相较于传统的油气勘探，该环节效率获得极大提升。 油气勘探还是只昆仑大模型众多应用 ...

Group 1: Oil and Gas Production - Fuman Oilfield, located in the Taklamakan Desert, is China's largest ultra-deep oilfield with cumulative oil and gas production exceeding 20 million tons [1] - The oilfield has drilled 144 ultra-deep wells over 8000 meters, making it the most concentrated area of ultra-deep wells in China [3] - The oilfield covers an area of 17,000 square kilometers with oil and gas resources exceeding 1 billion tons, recognized as the deepest and largest oil production area in China [1] Group 2: Drilling Efficiency and Technology - Recent advancements have led to a significant reduction in drilling completion times, with the average completion cycle for main production areas decreasing from 144.2 days to 109.8 days year-on-year [3] - The introduction of intelligent monitoring systems, such as the ALC05 and KC02 water analysis instruments, has optimized water injection development and improved real-time monitoring of oil-water ratios [3] Group 3: Russia-China Oil Supply Dynamics - Russia is willing to increase its annual oil supply to China by 2.5 million tons, with plans to expand export capabilities through Kazakhstan [5] - In 2022, China imported 108 million tons of crude oil from Russia, accounting for 20% of its total crude oil imports, despite a 1.9% decline in overall crude oil imports [6] - Russia's commitment to supply oil to China amid Western sanctions highlights the strengthening of economic ties between the two nations [8]

天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事燃气生产 和供应业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集团 有限公司共对外投资了105家企业，参与招投标项目5000次，财产线索方面有商标信息1446条，专利信 息5000条，此外企业还拥有行政许可28个。 中国石油集团长城钻探工程有限公司，成立于2008年，位于北京市，是一家以从事石油和天然气开采业 为主的企业。企业注册资本2770000万人民币。通过天眼查大数据分析，中国石油集团长城钻探工程有 限公司共对外投资了3家企业，参与招投标项目5000次，财产线索方面有商标信息16条，专利信息1738 条，此外企业还拥有行政许可21个。 金融界2025年5月27日消息，国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团长 城钻探工程有限公司申请一项名为"井下柱塞气举单流限位器"的专利，公开号CN120042535A，申请日 期为2023年11月。 专利摘要显示，一种井下柱塞气举单流限位器，限位器中，投捞组件包括设于顶部的实心投捞头和位于 底部的中空缓冲筒，中空缓冲筒 ...

Core Insights - China has maintained its position as the world's largest oil consumer for three consecutive years, with an average daily consumption exceeding 14 million barrels [1] - A strategic shift in global energy dynamics is underway, highlighted by Russia's decision to increase oil supply to China via Kazakhstan, breaking a two-decade technical monopoly [1][3] - The development of energy infrastructure and technology in China is rapidly advancing, with significant achievements in deep-water drilling and shale gas production [3][5] Group 1: Oil Consumption and Supply Dynamics - China's average daily oil consumption has surpassed 14 million barrels, solidifying its status as the top global consumer [1] - In 2023, China's imports of Russian crude oil increased by 28% year-on-year, exceeding 90 million tons, as Western sanctions reduced Russian oil exports to Europe by 42% [3] - The agreement to increase oil supply through the Kazakhstan pipeline will raise annual transport capacity to 12.5 million tons, enhancing China's refining capacity in Kazakhstan by 27% [1][3] Group 2: Technological Advancements - The successful drilling of the Tazhong 1 well at a depth of 10,038 meters has set a new record for onshore drilling in Asia, enabling China to master ultra-deep oil and gas extraction technology [3] - The "Deep Sea No. 1" project has achieved a 95% localization rate in underwater production systems, reducing operational costs by 40% compared to international peers [3] - The development of the "Xuanji" rotary steering system has significantly shortened drilling cycles and reduced costs, demonstrating rapid technological advancement in shale gas extraction [3][5] Group 3: Global Energy Strategy - China's overseas oil and gas equity production has reached 120 million tons, covering 32 oil-producing countries, establishing a four-pole linkage across the Middle East, Central Asia, Africa, and the Americas [5] - The strategic oil reserve has surpassed 500 million barrels, ensuring a safety line equivalent to 90 days of net imports, supported by a unique three-tier system of commercial, strategic, and enterprise reserves [5] - China's diversified oil import strategy has resulted in a decrease in the concentration of its top ten suppliers to 68%, allowing for better cost control during international price fluctuations [5] Group 4: Energy Governance and Cooperation - The International Energy Agency noted that China is reshaping global energy governance with its model of "technology output + capacity cooperation + infrastructure connectivity," providing an alternative to traditional Western approaches [6] - The rapid development of energy projects in Iraq has been recognized as a benchmark for Middle Eastern energy cooperation, showcasing China's efficiency and speed in project execution [6][8] - China's global energy strategy is characterized by a comprehensive innovation in technology standards, operational models, and strategic thinking, challenging traditional energy power dynamics [8]

Group 1: Oil and Gas Production - The Fuman Oilfield, located in the Taklamakan Desert, is China's largest ultra-deep oilfield with cumulative oil and gas production exceeding 20 million tons [1] - The oilfield has drilled 144 ultra-deep wells over 8,000 meters, making it the oilfield with the most 8,000-meter deep wells in China [1] - The area of the oilfield is 17,000 square kilometers, with oil and gas resources exceeding 1 billion tons, making it the deepest and largest oil production area in China [1] Group 2: Exploration and Technology - The Tarim Basin has been advancing oil and gas exploration into ultra-deep layers, drilling nearly 200 ultra-deep wells annually and over 3,000 in total [1] - 90% of the oil and gas reserves found in the Tarim Oilfield come from ultra-deep layers, with annual production from these layers exceeding 20 million tons [1] - Technological advancements in ultra-deep drilling are accelerating the utilization of oil and gas reserves [1] Group 3: Sino-Russian Energy Cooperation - Russia is willing to increase its annual oil supply to China by 2.5 million tons, with a new supply cap of 12.5 million tons set to last until 2034 [3] - The "Power of Siberia" gas pipeline has been operational with an annual capacity of 38 billion cubic meters, significantly enhancing Sino-Russian gas trade [3] - The "Power of Siberia 2" gas pipeline project is underway, designed to have an annual capacity of 50 billion cubic meters, further deepening energy cooperation between the two countries [3] Group 4: Strategic Considerations - The involvement of Kazakhstan in the oil supply chain is seen as a strategic move to mitigate sanction risks and optimize costs [5] - The land-based pipeline transport is expected to save $3-5 per barrel compared to maritime routes, enhancing the economic viability of the oil trade [5] - The current geopolitical landscape encourages Russia to strengthen its economic ties with China as a counterbalance to Western pressures [7]

"三桶油"大力推进新能源产业发展，向综合能源供应商转型 "三桶油"扎实推进绿色低碳转型，积极布局新兴产业。（1）中国石油始终把天然气业务作为战略性、成 长性和价值性工程大力发展，2024年天然气产量占比超过油气总量的50%；积极推动构建新型能源体系， 天然气发电总装机规模持续扩大，风光发电实现跨越发展，大力发展CCUS等低碳零碳产业，努力做绿色 转型的引领者；认真履行社会责任，以客户为中心强化供应保障。在新能源领域，2024年，中国石油累计 建成风光发电装机规模超1000万千瓦，高纯氢产能达8100吨/年，同比增长23%。已建成充（换）电站3803 座，充电枪4.7万把，2025年4月充电量突破1亿千瓦时大关，创单月充电量最高纪录。（2）中国石化与宁 德时代深度合作，4月与宁德时代签署产业与资本合作协议，5月20日作为全球最大基石投资者参与宁德时 代在港上市，双方以"产业合作+资本合作"的方式，携手构建全国换电网络生态和标准建设，统一管理运 营换电资产，今年将建设不少于500座换电站，未来以共同建设1万座换电站为目标，推动我国换电站新型 基础设施建设。（3）中国海油积极推进CCUS项目建设，5月22日我国首个 ...

精准施策，看客荐菜。吕凤丽深谙"千人千面"的营销之道，根据客户需求定制个性化推介方案。对价格 敏感型客户，直击客户痛点："开卡220减15，折合每升优惠约0.6元"；对赠品偏好型客户，推出"充值 赠礼+会员专享+积分换购"组合拳；对大额消费客户，定制"大额充值+丰厚礼品"套餐，逐步引导接受 方案；对老客户，借势当期活动二次营销。4月份"充值1000元赠咖啡杯"活动中，一位客户为孩子连续 充值两笔，兑换不同颜色杯子...此类良好的活动效果比比皆是。 转自：大众报业·齐鲁壹点 今年3至4月份，在日均汽油销量仅0.6吨的严峻挑战下，济南83站吕凤丽交出了一份亮眼的答卷——累 计开卡36张，超额完成站内开卡任务指标，开卡完成率在本片区内名列前茅。她以"阳光心态"为帆， 以"专业服务"为桨，在平凡的岗位上书写着不平凡的业绩。 微笑服务，耐心待客。在加油服务中，吕凤丽始终秉持"微笑是最美的语言"。面对客户的一次次拒绝， 她始终保持积极态度，坚信"拒绝只是暂时的，信任需要时间培育"。正如一位常来加油的女教师，起初 多次婉拒办卡，直到4月孩子断奶后才最终办理。吕凤丽用真诚打动客户："推荐办卡，就是想让您享受 更实惠的价格。" ...

曾几何时，西方对中国的石油前景极为不看好，"贫油国" 的标签被重重地贴在我国身上。在当时的国际环境下，石油被 视为现代工业的关键支撑，是国家间竞争的重要资本，也是国际博弈的关键因素。随着时间的推移，中国在石油领域不 断发力，成果逐渐显现。到了 2024 年第一季度，中国页岩油产量取得重大突破，达到 21.5 万吨，在全球仅有 21 个发现 可开采页岩油的国家中，中国成功跻身世界前三。 据央视新闻报道，位于塔克拉玛干沙漠腹地的富满油田是我国目前油气资源量最大的超深油田。记者从中国石油获悉， 富满油田累计生产油气产量突破2000万吨。富满油田的油区面积达1.7万平方千米，油气资源量超10亿吨，是我国发现的 埋藏最深、规模最大、效益最好的超深原油生产区。自投入开发至今，已自西向东发现了34条富含油气大断裂，含油气 面积比开发之初扩大了10倍。 中国石油塔里木油田勘探开发研究院企业高级专家 黄少英：我们塔里木盆地总共沉积了13套地层，通过我们的勘探实践 已经证实，这13套地层都有了油气发现，而且深层超深层油气资源量很大。近年来，塔里木盆地油气勘探持续向超深地 层推进，每年完钻超深钻井近200口，累计钻探超深井超300 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][6]. Core Viewpoints - The company is actively implementing ESG principles, showcasing its commitment to social responsibility and sustainable development [3][4]. - In 2024, the domestic natural gas production of the company is expected to account for 54.4% of its total oil and gas equivalent production, indicating an optimization of its energy structure [2]. - The company has set ambitious targets for its renewable energy business, aiming for a 7% share of its energy capacity by 2025 and a balanced division between renewable and oil and gas businesses by 2035 [4][22]. Summary by Relevant Sections ESG Development - The company has established a comprehensive ESG governance system and is committed to long-term planning in ESG development [3][11]. - The company integrates ESG principles into its overall development strategy and operational management, with a structured governance framework involving the board of directors and specialized committees [11][13]. Renewable Energy and Low-Carbon Transition - The company is rapidly advancing in its renewable energy initiatives, with a 21.7% year-on-year increase in new energy investments and a doubling of wind and solar power generation [2][26]. - The company has launched the "Green Low-Carbon Development Action Plan 3.0," focusing on clean energy development and carbon neutrality [4][22]. - By 2024, the company plans to invest 24.05 billion yuan in renewable energy, reflecting a significant commitment to low-carbon technologies [26]. Social Responsibility - The company actively participates in energy security, rural revitalization, and employee development, contributing to economic and social stability [5][45]. - It has implemented over 1,000 rural revitalization projects across 28 provinces, enhancing local infrastructure and education [45][47]. - The company emphasizes local employment and procurement in its international operations, fostering community development and cultural integration [55][56]. Financial Projections - The company is projected to achieve net profits of 167.4 billion yuan, 170.9 billion yuan, and 174 billion yuan for the years 2025, 2026, and 2027, respectively, with diluted EPS of 0.91, 0.93, and 0.95 yuan [58].

美国怎么也没想到，中国不声不响干了一件大事——石油领域逆袭全球，成了能源超级玩家。曾经说我们是"贫油 国"，结果现在炼油全球第一、石化全球第二，连中东、非洲、俄罗斯都跟我们做买卖。 更让西方军政界吃惊的是，这不是单纯经济问题，而是军事层面的战略胜利，全球能源通道、供应链、安全保护，全 都绕不开中国身影。 这一波中国石油的强势崛起，不只是经济账，更是军力与国力的大底牌。接下来我们聊聊，这一步步是怎么走出来 的，背后又意味着什么。 别看现在中国石油搞得风生水起，早年确实很苦。建国初那会儿，全国石油年产才100多万吨，90%以上靠进口，几 乎全是"洋油"撑着，连拖拉机、飞机都得靠外援。 那时候谁控制石油供应，谁就能掐咱脖子。美国和苏联都清楚，中国搞不到油，飞机开不起来，坦克动不了，军工厂 也别想运转。 中国地质队一没技术，二没经验，就是靠一双铁脚板在荒野里踩出来的油田。大庆油田一冒头，全国直接沸腾了。当 年有句口号，"石油工人一声吼，地球也要抖三抖"，不是夸张，是真把石油当救命稻草看。 从那时候开始，中国就不是为了"挣钱"去搞石油，而是为了备战。石油是军队的血液，哪怕自己挖出来的贵、难、效 率低，也要搞。 后来大庆 ...