内容概要：废润滑油绝非"废物"，而是极具价值的可循环利用资源，其再生基础油能够替代部分原油炼 制基础油，在国际油价持续波动的市场环境下，不仅经济价值显著提升，资源替代的战略意义也日益凸 显，近年来，我国废润滑油再生技术持续迭代升级，推动再生油品质实现跨越式提升，部分产品已达到 高端润滑油标准，成功打破应用局限，为其在车用、航空航天等高端领域的推广应用开辟了广阔空间， 据统计，2024年我国废润滑油再生产量达81.3万吨，同比增长8.8%；需求量达77.9万吨，同比增长 9.0%；市场规模达64.33亿元，同比增长2.7%。 相关上市企业：中国石化（600028）、中国石油（601857）、远大资源（874143.NQ） 相关企业：中国石化润滑油有限公司、中国石油天然气股份有限公司润滑油分公司、湖北安耐吉环保科 技有限公司、河南华阳长青润滑油科技有限公司、山东凤鸣桓宇环保有限公司、江苏中吴长润环能科技 有限公司、湖北润驰环保科技有限公司、青岛海纳能源环保科技开发有限公司、江苏森茂能源发展有限 公司、常州菲纳斯能源科技有限公司 关键词：废润滑油再生工艺、废润滑油再生市场政策、废润滑油再生产业链图谱、废润滑油再生产 ...

小创新撬动大效能。这套光伏板全自动吹扫与保护系统，凭借投入成本低、见效快、适配性强的显著优势， 应用场景远超油田场站屋顶，可快速拓展至山地等同类光伏安装场景，为分布式光伏自动吹扫与保护系统的 规模化推广奠定坚实基础，具备广阔的市场前景与行业引领价值。 光伏板全自动吹扫与保护系统的成功应用，是践行绿色发展理念、以技术创新赋能生产的生动实践。未来， 该区将持续优化升级，以更多硬核创新为新能源业务保驾护航，为"双碳"目标达成注入澎湃动能。（刘琼 邱子涵） 责任编辑：李靓 在"双碳"目标驱动下，分布式光伏已成为能源企业绿色转型的关键抓手。今年以来，中国石油长庆油田输油 二处庆咸作业区创新研发并成功试点应用的光伏板全自动吹扫与保护系统，为高效安全运行注入科技动能， 彰显石油企业向绿而行的坚定步伐。 为响应"绿色管道"建设号召，该区早在2023年便建成生活区屋顶光伏项目，源源不断为生产生活供应清洁能 源。然而，传统人工清洗方式的短板逐渐凸显：清洁效率低、效果差，不仅存在短路触电风险，还易加速设 备老化；加之屋顶作业空间狭小，运维过程中的安全与效率矛盾日益突出。 该区创新构建"基础清洁优化+智能监测升级"技术路线，形成三大 ...

Core Viewpoint - The Ministry of Commerce announced the continuation of anti-dumping duties on imported ethylene propylene diene monomer (EPDM) rubber from the United States, South Korea, and the European Union, with the measures set to expire for imports from the UK on December 20, 2025 [1] Group 1: Anti-Dumping Measures - The anti-dumping tax rates are set at 214.9%-222% for U.S. companies, 12.5%-24.5% for South Korean companies, and 14.7%-31.7% for EU companies [1] - The domestic supply structure for EPDM rubber has been restructured since the implementation of the anti-dumping policy in 2020, allowing current domestic and imported sources to meet downstream demand [1][7] Group 2: Industry Performance - The operating load rate of domestic EPDM rubber enterprises increased from 51.47% in 2020 to a projected 78.58% by 2025 [7] - The domestic EPDM rubber industry has seen significant growth in competitiveness over the past five years [8] Group 3: Import and Export Dynamics - In 2020, the main sources of EPDM rubber imports to China were the U.S. (52,900 tons), South Korea (42,500 tons), and the EU (19,400 tons), accounting for 61% of total imports [9] - By 2024, imports from Saudi Arabia, South Korea, and Japan are projected to be 66,700 tons, 65,300 tons, and 14,700 tons, respectively, making up 88% of total imports [12] Group 4: Production and Demand Trends - China's EPDM rubber production is expected to grow from 278,300 tons in 2021 to 326,300 tons in 2025, reflecting a 17.25% increase [13] - The automotive sector's consumption of EPDM rubber is projected to reach 223,000 tons by 2025, indicating a stable demand structure in downstream applications [13] Group 5: Future Outlook - The EPDM rubber industry is anticipated to shift from scale competition to performance customization, with technological innovation and global integration becoming core competitive advantages [14] - The continuation of anti-dumping duties is based on domestic companies' concerns about potential dumping from the U.S., South Korea, and the EU, which could harm the domestic industry [15]

周心怀任中国石油天然气股份有限公司（以下简称"中国石油"）副董事长。 12月2 0日，中国石油发布公告称，公司以现场及视频连线方式召开第九届董事会第十六次会议，审议并通过了《关于选举公司副董事 长的议案》， 选举周心怀先生担任公司副董事长，任期与公司第九届董事会任期一致。 周心怀，54岁，现任中国石油集团公司董事、总经理、党组副书记。 周先生是正高级工程师，博士，在石油行业拥有丰富的工作经验。2017年3月任中国海洋石油东海石油管理局（中海石油<中国>有限公 司上海分公司）总地质师，2019年1 0月任中国海洋石油有限公司勘探部总经理，2021年3月任中海石油（中国）有限公司海南分公司总 经理、党委书记，2022年3月任中国海洋石油集团有限公司副总经理、党组成员，同年4月兼任中国海洋石油有限公司董事、首席执行 官（CEO），20 23年6月至2024年11月期间兼任中国海洋石油有限公司总裁，202 4年3月任中国海洋石油集团有限公司董事、总经理、 党组副书记，2 0 25年8月任中国石油集团公司董事、总经理、党组副书记。2025年12月任公司董事。 证券代码 601857 · 证券简称 中国石油 · 公告编号 ...

Core Viewpoint - Wuliangye Group is investing in renewable energy by establishing a joint venture with Longi Green Energy and planning to build an energy storage power station in its industrial park, indicating a significant shift in the energy landscape and the emergence of structural opportunities in the industry [1][6]. Group 1: Investment Waves in Renewable Energy - The first wave of cross-industry investment began in 2006 with the Renewable Energy Law, which established a guaranteed purchase mechanism, followed by the introduction of high-standard feed-in tariffs in 2011, attracting numerous investors to the photovoltaic sector [2][7]. - The second wave was initiated by the 2015 electricity reform policy, which restored the commodity nature of electricity and allowed market-based pricing, expanding competition from generation to consumption [2][7]. - The third wave was driven by the 2020 carbon neutrality goals and subsequent policies promoting new energy storage, leading to increased participation from non-energy players in diverse business areas [3][8]. Group 2: Factors for Success in Cross-Industry Investment - Sufficient funding acts as a crucial "booster" for successful cross-industry players, enabling them to explore new growth avenues; companies like Sunwoda and Tongwei leveraged their cash flow to enter the renewable sector [4][8]. - Technological capabilities serve as a "streamlining cover," allowing companies to differentiate themselves; for instance, TCL successfully transferred its semiconductor technology to the photovoltaic sector [4][9]. - The integration of various scenarios is becoming a "transformational engine," as seen with China Mobile's energy storage products tailored for data centers and industrial parks, indicating a trend towards the fusion of energy, power, and data [5][10]. Group 3: Market Dynamics and Future Outlook - The renewable energy sector is experiencing significant changes due to fluctuating photovoltaic component prices, intensified competition in energy storage, and periodic policy adjustments, leading to a divergence in the fortunes of cross-industry enterprises [1][6]. - Companies like JD Logistics are capitalizing on opportunities within the photovoltaic supply chain by offering customized services and integrated solutions, enhancing their value proposition [5][10]. - The future of cross-industry opportunities in renewable energy will depend on companies' ability to create stable and sustainable value within the new energy system, with long-term thinkers likely to gain an advantage [5][10].

（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 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) has announced a financial derivatives transaction with PetroChina Finance Co., which includes significant financial services for the year 2026, indicating a strategic move to enhance liquidity and financial management [1]. Group 1: Stock Performance - As of December 22, 2025, PetroChina's stock closed at 9.72 yuan, up 0.73% from the previous trading day, with a total market capitalization of 1,778.96 billion yuan [1]. - The stock opened at 9.72 yuan, reached a high of 9.75 yuan, and a low of 9.64 yuan, with a trading volume of 8.38 billion yuan and a turnover rate of 0.05% [1]. Group 2: Financial Derivatives Announcement - The board of directors approved a proposal for PetroChina Finance to provide deposit, loan, credit, and currency financial derivatives services to the company and its subsidiaries in 2026 [1]. - The maximum daily deposit balance is set at 65 billion yuan, with a loan limit of 150 billion yuan and a total credit amount of 200 billion yuan [1]. - The upper limit for the scale of currency financial derivatives transactions in 2026 is 7 billion USD, with funding sourced from self-owned funds, covering various transaction types including forward foreign exchange sales and purchases, foreign exchange swaps, currency swaps, and interest rate swaps [1].

Core Viewpoint - The U.S. has seized the "Century" super tanker, carrying approximately 1.8 million barrels of Venezuelan heavy oil, valued at around $144 million, which belongs to Chinese traders, under the pretext of combating drug trafficking and terrorism funding, thereby undermining China's legitimate energy cooperation with Venezuela [2][3]. Group 1: U.S. Actions and Justifications - The U.S. claims the seizure is part of efforts to combat drug trafficking and terrorism linked to the Venezuelan regime, but this is viewed as an attempt to disrupt Venezuela's oil exports and harm China's legitimate business interests [2][3]. - This incident marks the second seizure of a vessel linked to Chinese assets within a month, following the earlier detention of the "Skipper" tanker, which was also justified by claims of sanction evasion related to the Iranian Revolutionary Guard [2]. Group 2: International Reactions and Implications - The U.S. actions have sparked widespread controversy regarding the legality of its domestic laws overriding international law, with countries like Russia expressing dissatisfaction and calling for respect for international law and the rights of businesses [2][3]. - The seizure is seen as a disruption to international shipping and energy trade, raising concerns about the protection of legitimate business rights and the potential consequences of U.S. hegemony in global trade [3].

Core Insights - China's shale resource reserves rank among the highest in the world, but most are from continental formations, making extraction significantly more challenging than North American marine shale [1] - The breakthrough occurred in June 2020 when a well in the Gulong area achieved industrial oil flow, leading to the discovery of favorable oil properties and continuous oil presence in the shale [1][2] - The Daqing Oilfield research team developed a new theory and innovative methods to accurately assess oil reserves and improve extraction processes, despite the challenges posed by the unique geological conditions of Gulong shale [1] Group 1 - The Gulong shale oil is characterized by its high oil content and the presence of oil in extremely small pores, which are 1/500 the size of a human hair [1] - The research team initially attempted to adopt North American technologies but faced failures, leading to the development of a proprietary process that resulted in high and stable production wells [2] - The introduction of the "mud pattern shale artificial multi-stage fracture network technology" marked a significant innovation, solving a global challenge in shale oil extraction [2] Group 2 - By December 5, 2025, the Daqing Oilfield announced that the Gulong shale oil production had surpassed 1 million tons annually, a significant milestone for an area previously considered an exploration "no man's land" [2]

本文源自：财华网 【财华社讯】中国石油股份(00857.HK)公布，公司非执行董事周心怀被任命为公司副董事长，该委任立 即生效。 ...