时光荏苒，"十四五"规划即将落下帷幕。五年来，一批坚守初心、勇担使命的企业正书写着高质量 发展的生动答卷。昆仑信托便是其中深耕不辍的践行者——以高质量发展为引领，在自我提升、协同赋 能、创新突破的征程上勇毅前行。 回望来时路，每一步都是矢志不渝的奋进足迹。五年来昆仑信托主动提升发展能力，全面深化协同 发展，切实强化科技赋能，从2021年的1924亿元信托规模增长至2024年末的3371亿元。昆仑信托交出了 一份极具厚重感的发展答卷。 展望未来路，每一程都是勇毅前行的开拓之旅。站在党的二十届四中全会吹响改革新号角的历史节 点，昆仑信托立足过往发展积淀，汲取实践宝贵经验，以更广阔的视野、更坚定的决心擘画"十五五"高 质量发展新蓝图。 生态为纲 服务为本 绘就绿色发展与客户赋能新图景 新疆油田风城油田作业区是我国最大的浅层整装超稠油油田，超稠油开采中产生大量需要减排的二 氧化碳及其他杂质等。为贯彻落实"双碳"目标，解决风城油田集输尾气排放问题，2022年，昆仑信托投 资建设"新疆风城油田CCUS项目"，并于2023年12月正式投产运行。该项目于2024年入选"央视财经金融 强国年度盛典"绿色金融年度案例。 在一个个 ...

Core Concept - The concept of "deep earth economy" has gained significant attention in the capital market as of October 2025, indicating a strategic shift towards resource extraction from deep within the Earth, impacting various sectors such as oil and gas, mining, and infrastructure [1] Group 1: Market Response and Strategic Initiatives - The capital market has reacted positively to the emergence of the deep earth economy, with multiple sectors showing strength, suggesting a multi-trillion yuan new growth avenue [1] - The Ministry of Natural Resources has outlined plans for the 14th Five-Year Plan, emphasizing the need for standardization in emerging industries such as deep-sea and deep-earth exploration [1][2] - A special fund has been established at the central level to guide social capital and accelerate the formulation of national standards in deep earth drilling and equipment manufacturing [1] Group 2: Resource Potential and Development Opportunities - China possesses significant deep and ultra-deep oil and gas resources, totaling 671 million tons of oil equivalent, which accounts for approximately 34% of the nation's total oil and gas resources [2] - The Sichuan Basin, particularly the city of Bazhong, is identified as a key area for deep oil and gas exploration, benefiting from favorable geological conditions and substantial resource reserves [3][5] - Bazhong's natural gas geological reserves are estimated at 1.4 trillion cubic meters, with shale oil resources around 25 million tons, indicating high economic value and development potential [5] Group 3: Investment and Development Metrics - From January to October this year, Bazhong completed investments of 1.692 billion yuan, a year-on-year increase of 63.5%, with a notable rise in the number of oil and gas wells [7] - The city has seen a significant increase in natural gas production, reaching 360 million cubic meters, a 71.4% year-on-year growth, and oil production of 14,000 tons, a 600% increase [7] Group 4: Industrial Layout and Future Plans - Bazhong aims to establish a "billion-level energy and chemical industry cluster," focusing on natural gas and oil chemical projects, with a total investment of approximately 13.15 billion yuan [11] - The city is targeting advanced materials and clean energy sectors, with investments planned for high-end products such as electronic-grade epoxy resin and carbon nanotubes [11] - The strategic deployment in Bazhong aligns with the anticipated growth of the deep earth economy, which is projected to exceed 5 trillion yuan during the 14th Five-Year Plan period [9] Group 5: Collaborative Efforts and Governance - The 2025 Bazhong Oil and Gas Development Conference highlighted the collaboration between state-owned enterprises and local government, forming a comprehensive support system for resource exploration and development [12][15] - A series of agreements were signed during the conference, showcasing the government's commitment to rapid project initiation and efficient service delivery [13][15] - Bazhong is positioning itself as a replicable model for the deep earth economy, integrating government organization, enterprise collaboration, and research support to achieve resource exploration breakthroughs [16]

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The report anticipates that the methanol price will mainly experience weak and volatile trends this week. The MA2601 contract is expected to trade between 2000 - 2080 yuan/ton. The mainland market is likely to remain in a stalemate, while the port market may show a bottom - strong oscillation, waiting for a rebound opportunity [5]. Summary by Directory 1. Daily Prompt - The fundamental situation of methanol shows that demand lacks highlights and supply pressure persists. The mainland market is expected to be in a stalemate, and the port market may oscillate strongly at the bottom. The spot price in Jiangsu is 2070 yuan/ton, with a basis of 15 for the 01 contract, indicating that the spot price is higher than the futures price. As of November 13, 2025, the total social inventory of methanol in East and South China ports was 127.90 million tons, with an increase of 1.29 million tons from the previous period. The overall available and tradable methanol in coastal areas decreased by 3.97 million tons to 76.59 million tons. The 20 - day line is downward, and the price is below the moving average. The main positions are net short, with an increase in short positions [5]. 2. Multi - and Short - term Concerns - **Likely Positive Factors**: Some plants have stopped production, such as Yulin Kaiyue and Xinjiang Xinya; the methanol production in Iran has decreased, and the port inventory is at a low level; a 600,000 - ton/year acetic acid plant in Jingmen has started production, and a 600,000 - ton/year acetic acid plant in Xinjiang Zhonghe Hezhong is planned to be put into production this month; CTO plants in the northwest are purchasing methanol externally [6]. - **Likely Negative Factors**: Some previously shut - down plants have resumed production, such as Inner Mongolia Donghua; there is expected to be a concentrated arrival of ships at the port in the second half of the month; formaldehyde has entered the traditional off - season, and the MTBE operating rate has significantly declined; coal - based methanol has a certain profit margin and is currently actively selling; due to poor sales, the inventory of some plants in the production areas has accumulated [7]. 3. Fundamental Data - **Price Data**: In the spot market, the price of methanol in various regions has changed. For example, the price in Jiangsu decreased by 2.06% to 2047 yuan/ton, and in Inner Mongolia, it decreased by 1.00% to 1980 yuan/ton. In the futures market, the closing price of the main contract decreased by 2.70% to 2055 yuan/ton. The basis, import spread, and price differences between regions have also changed [8][9]. - **Inventory Data**: As of November 13, 2025, the total social inventory of methanol in East and South China ports was 127.90 million tons, with an increase of 1.29 million tons from the previous period. The overall available and tradable methanol in coastal areas decreased by 3.97 million tons to 76.59 million tons [5]. - **Operating Rate Data**: The weighted average operating rate of methanol nationwide decreased by 3.81% to 74.90%. The operating rates in Shandong, Southwest, and Northwest regions also decreased [8]. - **Profit Data**: The profits of different methanol production processes vary. The profit of coal - based methanol decreased by 24 yuan/ton, the profit of natural - gas - based methanol remained unchanged, and the profit of coke - oven - gas - based methanol increased by 3 yuan/ton [20]. 4. Maintenance Status - **Domestic Plants**: Many domestic methanol plants are under maintenance, including Shaanxi Black Cat, Qinghai Zhonghao, etc. The maintenance periods and losses vary by plant [56]. - **Overseas Plants**: Some overseas methanol plants, especially those in Iran, are in the process of restarting or have uncertain operating conditions. For example, ZPC in Iran has heard to have one unit restored, but it needs verification [57]. - **Olefin Plants**: Some olefin plants with supporting methanol production are under maintenance or have different operating conditions. For example, Shaanxi Qingcheng Clean Energy's methanol and olefin plants stopped for maintenance on March 15, expected to last for 45 days [58].

三类油层作为油田潜在储量的重要组成部分，因层间及平面非均质严重、开发难度大，此前一直缺乏成熟的三次采油技术方案。 为破解这一难题，2018年8月，大庆油田采油五厂第七作业区现场试验攻关团队正式启动上返葡I1-2层聚合物驱现场试验，旨在探索适合杏南开发区三类油 层的注入体系与开发技术，为后续规模开发积累经验。 试验过程中，技术人员针对三类油层"非均质突出"的核心难点，创新建立井组分类开发原则。根据油层发育以及连通情况，按照从好到差划分，通过聚驱过 程中个性化设计分类井注入方案，实现聚合物连续注入，形成"一类一策"的全过程精细跟踪调整。在实现不同类型井均高效开发的同时，有效提升了油层动 用效率，试验区累计动用厚度比例达94.59%，远超预期目标。 经过多年持续攻关与精细管理，试验区开发效果逐步显现。截至目前，该试验区已累计增油5.0万吨，不仅验证了三类油层三次采油技术的可行性，更为杏 南开发区乃至整个油田的储量挖潜提供了可复制、可推广的技术模式。 （受访单位供图）责任编辑：冷媚 科技日报记者 朱虹 通讯员 裴宇 11月17日，记者从大庆油田了解到，大庆油田采油五厂杏南开发区上返葡I1-2层聚合物驱现场试验，累计增 ...

2025年，大庆油田古龙陆相页岩油已实现规模化效益开采，年内产量将突破100万吨。 记者日前从中国石油大庆油田获悉，大庆古龙陆相页岩油国家级示范区2025年实现页岩油规模化效益开采。 五年时间，大庆油田建立从实验评价到钻井采油全生命周期的系列技术。"双甜点"甜点评价与地球物理预测系列技术、水平井优快钻完井技 术、逆混合复合压裂技术等，为我国陆相页岩油开发突破提供关键支撑。 大庆钻探打造形成以"技术创新+管理优化"为核心的"古龙工程技术服务模式"，将平均钻完井周期从最初的113天大幅缩短至26.31天，钻井成 本降幅40%以上。 ...

活动特邀常熟理工学院电气工程专业教师、工学博士、三级教授陶国彬，就《推广普及创新方法，助力新质生产力发展》主题进行授课。陶国彬是科技部 科技专家库专家，国家级一流本科课程评审专家，国家三级创新工程师，中国创新方法大赛江苏、贵州、安徽、黑龙江等赛区评委，2014年以来，先后面 向大庆油田、中车集团、美的集团（000333）等企业开展创新方法培训100余场次，协助企业解决诸多技术难题。 陶国彬主要从新质生产力与创新、TRIZ创新方法简介、创新方法应用流程、TRIZ赋能产业创新等四个方面，进行宣讲。听课企业人员说，陶教授讲解深 入浅出、内容丰富、案例生动，既有理论高度，又有实践深度，为他们打开了创新方法应用的新视野。 现场 扬子晚报网11月5日讯(通讯员邹刚记者万凌云姜天圣)11月5日，"科创镇江"创新方法丹徒行活动走进丹徒高新园，为园区企业创新传经送宝，注入新的思 维动能。镇江市科协党组成员、副主席翟海出席活动。 活动现场，翟海代表市科协向丹徒高新园赠送了30套"创新方法"教程。 ...

Core Viewpoint - Daqing Oilfield has successfully implemented cable-controlled intelligent layered water injection technology, achieving a qualified rate of over 92% for experimental water wells, addressing issues of long operation time and low efficiency in conventional single-well measurement and adjustment [1][2]. Group 1: Technology Development - The cable-controlled intelligent layered water injection technology utilizes cables as power and communication carriers for downhole water distribution devices, enabling continuous monitoring and adjustment of water injection in different layers [2]. - This technology allows for remote monitoring of water injection flow, temperature, and pressure, facilitating dynamic adjustments to optimize water distribution and improve oil recovery [2]. Group 2: Historical Context - Daqing Oilfield developed China's first hydraulic pressure differential packer in the 1960s to meet the needs of water injection development, marking a significant advancement in layered water injection technology [1]. - The oilfield has since developed multiple generations of layered water injection technologies, supporting high and stable production at different stages of oilfield development [1]. Group 3: Implementation and Impact - A project team has been established to promote the large-scale application of the cable-controlled intelligent layered water injection technology, with 83 water wells in Daqing Oilfield's production plant already implemented [2]. - The technology not only ensures a high qualified rate for layered water injection but also reduces the workload for verification and sealing measurements, providing substantial data support for reservoir analysis and evaluation [2].

Core Viewpoint - During the "14th Five-Year Plan" period, Heilongjiang Province focuses on enhancing enterprise innovation capabilities and strengthening the role of enterprises as the main body of innovation, aiming to promote organized research and transformation effectively [1][3]. Group 1: Innovation and Research Initiatives - Heilongjiang's technology system emphasizes industry orientation and enterprise needs, continuously deepening the reform of provincial science and technology plan management [3]. - Since 2022, all key project guidelines from the Heilongjiang Natural Science Foundation are derived from the "4567" modern industrial technology demands [3]. - The proportion of project funding for enterprises leading key research and development plans in 2024 is expected to exceed 85%, an increase of nearly 24 percentage points compared to the "13th Five-Year Plan" period [3]. Group 2: Industry Collaboration and Achievements - Key enterprises in Heilongjiang, such as China First Heavy Industries and Harbin Electric Group, play a leading role in innovation, forming 96 industrial technology innovation alliances, a 146% increase from 2021 [3][4]. - The number of industrial technology research centers has reached 187, marking a 123% increase from 2022 [3][4]. - A total of 63 national major innovation projects have been established in Heilongjiang, with leading enterprises undertaking significant national tasks [3]. Group 3: Financial Support and Growth Metrics - The implementation of the "60 Measures for Innovation Development" has led to enterprise R&D investments reaching 12.59 billion yuan, a 50.06% increase from the end of the "13th Five-Year Plan" [4]. - The number of high-tech enterprises in Heilongjiang has reached 5,040, reflecting an increase of nearly 161% [4]. - In the first three quarters, 552 major technological achievements were converted on-site, supporting the province's "Breakthrough Year for Industrialization of Scientific and Technological Achievements" initiative [4]. Group 4: Future Directions - The Heilongjiang technology system plans to further enhance the demonstration of leading innovative enterprises, stabilize and improve high-tech enterprises, and cultivate technology-based small and medium-sized enterprises [4]. - The focus will be on creating a complete chain from basic research, technology development, achievement transformation to industrial application, fostering a dual empowerment development pattern between technology and industry [4].

[ 责编：袁晴 ] 面对基层干部"留不住、干劲弱"等问题，大庆市推出社区工作者"三岗十八级"、网格员"基本工资+绩效 奖金"薪酬体系，并畅通晋升通道，已有56名优秀社区（村）党组织书记进入事业编制，636名网格员成 长为社区骨干。针对基层干部的能力短板，大庆市搭建"网格党校""家园说知行课堂"等培训平台送学上 门；部分社区推行"我与社区同办公"机制，邀请党员群众参与决策，提升干部服务能力和居民的归属 感。 根据本地实际，大庆市推动属地综合网格与大庆油田红色网格融合，吸纳514名油田干部到社区兼职， 地方和企业共建项目380个，解决民生难题1200余件。拥军街道绿洲社区辖区内驻有大庆第三采油厂4个 作业区、中建八局东北公司等多家单位，社区党支部探索出党员联管、场所联用、活动联办、环境联 建、服务联做、平安联抓"六联"机制，推动地企共解难题。 本报哈尔滨10月12日电 （记者崔佳、刘梦丹）黑龙江省大庆市以"城市筑基"工程为总抓手，通过"织网 固垒""区域联建"等7个专项行动精耕党建"责任田"，有效打通基层"毛细血管"，持续将党建优势转化为 基层治理效能。大庆市从组织体系、基层队伍、工作机制等方面发力，努力实现"小 ...

Core Insights - The operating conditions of state-owned enterprises (SOEs) in China have shown continuous improvement in the first eight months of this year, with total operating revenue turning positive year-on-year and a narrowing decline in total profits, indicating significant positive signals for the state-owned economy [2][8] - The emphasis on the "second curve" by the State-owned Assets Supervision and Administration Commission (SASAC) aims to encourage SOEs to seek new growth engines beyond traditional paths, ensuring the sustainability and competitiveness of state capital while achieving national strategic goals [2][4][7] Economic Performance - From January to August, SOEs achieved total operating revenue of 53.96 trillion yuan, a year-on-year increase of 0.2%, marking the first positive growth rate of the year [8] - The total profit for the same period was 2.79 trillion yuan, reflecting a year-on-year decline of 2.7%, but the decline has narrowed compared to previous periods [8] - Tax payments amounted to 3.90 trillion yuan, showing a slight year-on-year decrease of 0.3% [8] Strategic Focus - SASAC's focus on the "second curve" is a response to the need for SOEs to transition from traditional growth models to innovative and sustainable development strategies [4][7] - The "second curve" concept, introduced by British management scholar Charles Handy, emphasizes the necessity for companies to innovate and develop new business lines before reaching the peak of their first growth curve [3] Sectoral Developments - SOEs are actively engaging in new industries such as green economy, digital technology, and future industries to navigate global economic slowdowns and domestic challenges [4][6] - Specific examples include Southern Power Grid's initiatives to enhance energy security and digitalization, and China Southern Airlines' focus on expanding cargo operations and intelligent transformation [5][6] Regional Disparities - There is a notable divergence in performance among SOEs, with central enterprises showing robust growth in strategic emerging industries, while some local enterprises, particularly in resource-dependent provinces, face significant challenges [9] - For instance, the total profit of state-owned enterprises in Shanxi province saw a year-on-year decline exceeding 30% from January to May [9] Innovation and Upgrading - The need for innovation is underscored as essential for enhancing product value and market competitiveness, as well as for achieving sustainable development [10] - SOEs are encouraged to strengthen core technology development and optimize resource allocation to maintain systemic risk management [9]