Industry News - China National Offshore Oil Corporation (CNOOC) announced that the Bohai Oilfield, the largest offshore oilfield in China, is expected to achieve a cumulative production of over 40 million tons of oil and gas equivalent by 2025, marking a historical high and providing solid support for national energy security and high-quality economic development [3][4]. - The State Council's Work Safety Committee dispatched teams to conduct inspections on illegal mining activities across 12 key regions in China, focusing on the closure and remediation of abandoned mines [4]. - The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment issued a notice to collect typical cases of industrial green and low-carbon initiatives, including "waste-free parks" and "waste-free enterprises" [4]. Company News - The first two units of the Nanning Pumped Storage Power Station, the first pumped storage power station in Guangxi and a major project under the 14th Five-Year Plan, have been successfully put into operation, with a total investment of approximately 8 billion yuan [7][8]. - China General Nuclear Power Group announced that the first concrete pouring for the nuclear island of the second unit of the Guangdong Lufeng Nuclear Power Project has been completed, marking the official start of the main construction [5]. Local News - The world's first methanol dual-fuel intelligent super-large oil tanker, "Kai Tuo," was successfully delivered in Dalian, China, featuring a methanol dual-fuel main engine that significantly reduces carbon dioxide emissions by up to 92% compared to conventional fuels [9]. - The longest heavy-duty truck charging and swapping corridor in China has commenced commercial operations, spanning 2,243 kilometers across seven provinces and cities [9]. - The first 500 kV cross-river transmission tower in Anhui was demolished, marking the completion of its historical mission to make way for new national power projects [11]. - Heilongjiang's electricity export transaction volume for 2026 reached a record high of 14.668 billion kilowatt-hours, with green electricity exports also hitting a historical peak of 3.431 billion kilowatt-hours, representing a year-on-year increase of 19.3% [13]. International News - Japan's largest nuclear power plant, the Kashiwazaki-Kariwa Nuclear Power Station, has received approval to restart operations after being shut down since 2012 due to the Fukushima disaster [14].

Group 1 - The core viewpoint of the reports indicates that China's marine oil production is expected to reach approximately 68 million tons by 2025, contributing to about 80% of the national oil production increase [1] - The report highlights that China's marine oil and gas exploration efforts are intensifying, with five new discoveries and 22 evaluated oil and gas structures as of the end of Q3 this year [1] - The report also notes that global oil supply is expected to be loose in 2025, with international oil prices under pressure due to slowing global economic growth and accelerated energy transition [1] Group 2 - The former head of the National Energy Administration emphasizes the need for a new energy system focusing on clean and efficient use of fossil fuels, reliable non-fossil energy alternatives, and innovation [2] - It is projected that global capital expenditure on marine oil and gas will continue to grow, positioning marine oil and gas as a core growth area in global oil and gas supply [2] - The demand for marine oil and gas engineering equipment in China is increasing, with the utilization rate of mobile drilling equipment rising to 94%, surpassing the global average [2] Group 3 - Predictions indicate that energy-related carbon emissions and primary energy consumption are expected to peak within the next 5 to 10 years, with clean electricity becoming the primary terminal energy source [3] - The marine sector is anticipated to become a new highland for global energy supply, with over 30% of oil, 37% of natural gas, and 7% of electricity expected to come from marine sources [3] - A comprehensive marine energy supply system is expected to be established, integrating underwater oil and gas production with offshore renewable energy generation [3]

Core Insights - China National Offshore Oil Corporation (CNOOC) has initiated production at the Xijiang Oilfields 24 Block development project, utilizing existing facilities from the nearby Huixi Oilfields and a newly installed unmanned wellhead platform [1][2] Group 1: Project Overview - The Xijiang Oilfields 24 Block project is located in the shallow waters of the Pearl River Mouth Basin in the northern South China Sea [1] - CNOOC plans to develop ten wells for the project, targeting a peak output of approximately 18,000 barrels of oil equivalent per day (boepd) by 2026 [2] - The oil produced at this site is classified as light crude, and CNOOC is the sole owner and operator of the project [2] Group 2: Technological Innovations - The Xijiang 24-7 platform is noted as China's first unmanned offshore platform designed for high-temperature fluid cooling and export [2] - The platform's temperature control system aims to minimize heat impact on subsea pipelines, thereby supporting stable production [3] Group 3: Additional Developments - CNOOC has recently commenced operations at the Weizhou 11-4 oilfield adjustment and satellite fields project in the Beibu Gulf Basin, which utilizes adjacent infrastructure [3] - The Liuhua Oilfield, recognized as China's largest offshore reef limestone oilfield by proven geological reserves, has also seen full operations in its secondary development project [4] - Since its commissioning in 1996, the Liuhua Oilfield has produced over 20 million tonnes of crude oil and is acknowledged as China's first deep-water oilfield [5]

（来源：数局） CONTENT 目录 油气行业外部环境五大特点 1 Five Features of External Environment of the Oil and Gas Industry 油气行业发展取得十大成就 N9 Ten Great Achievements of the Oil and Gas Industry 未来五年油气行业五大展望 6 Five Prospects of the Oil and Gas Industry in the Next Five Years 变与稳 弱与强 世界百年变局加速演进 全球经济弱势增长 中国油气行业稳健前行 中国经济韧性增强 退与进 逆与顺 能源转型有退有进 油气需求增速放缓 中国引领绿色发展 贸易流向"逆顺"转换 新与融 科技革命突飞猛进, 融合创新赋能油气行业 3 特点1:世界百年变局加速演进,中国油气行业稳健前行 特点2:全球经济弱势增长,中国经济韧性增强 中国经济增速 全球经济增速 フラ and 10:2 10:2 10:2 10:2 数据来源:国家统计局,中石油经济技术研究院 数据来源:IMF《世界经济展望》 □ 大国博弈波及能源,供应链安 ...

中新网深圳12月22日电 (索有为 杨力 胡堂均)中国海油深圳分公司22日发布消息称，随着西江油田群24 区开发项目成功投产，中国首次实现海上无人平台油气水混合物高温冷却外输，为保障国家能源安全提 供了有力支撑。 西江油田群24区开发项目位于深圳东南约150公里，是珠江口盆地海域重要产能建设项目，预计高峰日 产原油超2300吨，提炼成汽油后可满足25万辆家用小汽车的日常用油需求。 西江24-7 无人井口平台。杨力 摄 西江24-7无人井口平台是西江油田群24区开发项目的核心设施，高约138米，重约6700吨，设计生产井 10口。该平台全面集成智能采油、智能运维与智能安防等系统，在远程一键启停、智能调节与故障智能 诊断等智能化开发方面取得重要突破。同时与周边10公里范围内的西江24-3、西江24-3B等多个在产平 台实现电力组网与5G通讯组网，共同构建起数字化、智能化、无人化深度融合的智慧油田群，推动数 智技术与勘探开发业务进一步融合，为中国海上油田智能化、集约化开发探索出新路径。 中国海油深圳分公司惠西作业公司总经理陈三君表示，西江24-7无人井口平台的顺利投产，标志着中国 海上无人平台数智化应用实现新突破， ...

Economic Achievements - In the first eleven months of 2025, China's national railway transported a total of 3.727 billion tons of goods, marking a year-on-year increase of 2.7% [3][5] - The China-Europe and China-Central Asia freight trains operated a total of 31,200 trains, representing a 9.0% increase year-on-year, with November setting a record for the highest monthly operation volume [7] - The Yangtze River Economic Belt's import and export value exceeded 19 trillion yuan, achieving a historical high with a year-on-year growth of 6.3% [11] Energy Sector - China's hydropower generation reached 1.13 trillion kilowatt-hours in the first ten months of 2025, showing a 1.6% increase year-on-year, with total hydropower installed capacity reaching 444 million kilowatts, maintaining the global lead for 22 consecutive years [10][8] - The Bohai Oilfield, China's largest offshore oilfield, is projected to produce over 40 million tons of oil and gas equivalent in 2025, contributing more than 600 million tons of crude oil to date [16][21] - The domestic crude oil production is expected to reach 215 million tons in 2025, with offshore crude oil production anticipated to exceed 6.8 million tons, accounting for approximately 80% of the national crude oil production increase [26] Digital Economy - In the first half of 2025, China's total digital consumption reached 9.37 trillion yuan, with the number of digital consumption users surpassing 958 million, indicating that digital consumption is becoming a significant driving force for overall consumption [15]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has announced the commencement of production for the Xijiang Oilfield Block 24 development project, which is fully owned and operated by the company [1] Group 1: Project Details - The project is located in the shallow waters of the Pearl River Mouth Basin and relies on existing facilities from the Huixi Oilfield group [1] - A new unmanned wellhead platform has been constructed for the project, which plans to produce 10 wells [1] - The project is expected to reach a peak production of approximately 18,000 barrels of oil equivalent per day by 2026, with the oil being classified as light crude [1] Group 2: Technological Innovation - The newly built Xijiang 24-7 platform is the first unmanned platform in China for oil and gas-water mixed high-temperature cooling external transportation [1] - An innovative temperature control system has been implemented to reduce the impact of high temperatures on subsea pipelines, ensuring continuous and stable production from the oilfield [1]

来源：中国能源网 【美国原油供给】截至2025年12月12日当周，美国原油产量为1384.3万桶/天，较上周减少1.0万桶/天。 截至2025年12月19日当周，美国活跃钻机数量为406台，较上周减少8台。截至2025年12月19日当周，美 国压裂车队数量为160部，较上周减少8部。 【美国原油需求】截至2025年12月12日当周，美国炼厂原油加工量为1698.8万桶/天，较上周增加12.8万 桶/天，美国炼厂开工率为94.80%，较上周上升0.3pct。 【美国原油库存】截至2025年12月12日当周，美国原油总库存为8.37亿桶，较上周减少102.5万桶 （-0.12%）；战略原油库存为4.12亿桶，较上周增加24.9万桶（+0.06%）；商业原油库存为4.24亿桶， 较上周减少127.4万桶（-0.30%）；库欣地区原油库存为2086.2万桶，较上周减少74.2万桶（-3.43%）。 【美国成品油库存】截至2025年12月12日当周，美国汽油总体、车用汽油、柴油、航空煤油库存分别为 22562.7、1426.3、11850.0、4357.6万桶，较上周分别+480.8（+2.18%）、-192.1（-1 ...

渤海油田产量持续增长的背后，是科技的创新发展。据介绍，渤海油田投用首套国产化浅水水下生产系统，推动了我国 浅水海域油气开发；耐高温注采一体化装备推动旅大5-2北、锦州23-2等非常规稠油油田开发，支撑热采年产量实现从 30万吨到200万吨的突破。 "渤海油田近5年以年均5%的油气产量增幅前进，原油增量约占全国总增量近40%，成为支撑国内油气增储上产的核心 力量。" 上述负责人表示，"十五五"期间，将重点建设万亿大气区，进一步增强海洋油气供给保障能力。（ 杜燕飞 ） 中国海油21日发布消息， 我国海上最大油田——渤海油田2025年累计生产油气当量突破4000万吨，创历史新高， 为 国家能源安全和经济社会高质量发展提供保障。 据了解， 渤海油田是我国海上产量最高、规模最大的主力油田，现拥有60余个在生产油气田、200余座生产设施，累计 生产原油超6亿吨。 结合渤海油田油气储量资源情况，中国海油制定了2025年实现油气产量4000万吨的目标任务。 "2025年渤海油田产能建设全面提速，全年钻完井作业量创历史新高，推动垦利10-2、渤中26-6等亿吨级油田在内的 多个重点项目快速建成投产，为攻坚4000万吨目标提供支 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has announced the commencement of production for the Xijiang Oilfield Block 24 development project, which is expected to reach a peak production of approximately 18,000 barrels of oil equivalent per day by 2026 [1] Group 1: Project Overview - The Xijiang Oilfield Block 24 project is located in the Pearl River Mouth Basin shallow waters and relies on existing facilities from the Huixi Oilfield group for development [1] - The project includes the construction of an unmanned wellhead platform, the Xijiang 24-7 platform, which is the first offshore unmanned platform in China designed for the high-temperature cooling and transportation of oil and gas-water mixtures [1] Group 2: Technological Innovation - The innovative temperature control system implemented in the project aims to reduce the impact of high temperatures on subsea pipelines, ensuring continuous and stable production from the oilfield [1]