胜利油田积极推进新能源产业建设，在功勋井营二井区域实施的风光热储多能互补综合利用项目，被誉为"传 统能源和新能源结合的典范" 在CCUS示范工程樊128站，工作人员正在检查设备运行情况，保障二氧化碳注入平稳运行 胜利油田集中式光伏发电项目—孤东106兆瓦集中式光伏项目现场 胜利济阳页岩油新兴油田成为我国率先通过国家有关部门评审备案的亿吨级页岩油田，标志着我国陆相断陷 盆地页岩油领域勘探开发的重大突破；国内油气领域率先建成"源网荷储"一体化智慧能源系统，累计建成光 伏装机572兆瓦，年发绿电能力达到7.4亿千瓦时，实施新能源项目184个，油气生产绿电使用占比达25%；率 先高质量建成国内百万吨级CCUS（二氧化碳捕集、利用与封存）示范工程，全链条技术装备体系达到领先 水平，年减排二氧化碳百万吨。 时间不语，却标注着奋斗的足迹。 中国石化胜利油田始终牢记"端牢能源饭碗"核心职责，巩固提升油气产业、培育壮大新能源产业、前瞻布局 绿色低碳产业、不断拓宽传统能源发展路径、加速上扬"第二增长曲线"。"十四五"以来，累计生产原油 11554.56万吨、天然气40.15亿立方米，为保障国家能源安全贡献胜利力量。 向深而进 打 ...

"多亏国汽轻量化技术的支持，我们的汽车座椅骨架整体减重15%，公司成功牵手6家国内外主机厂，今 年新增订单超500万元！"扬州恒新座椅有限公司的生产车间里，负责人指着流水线欣喜不已地说。这家 企业的发展，是国汽轻量化技术研究院技术赋能的结果，更是扬州经开区以科创为纽带，让创新成果加 速转化为现实生产力的生动实践。 近年来，该区攥指成拳推进"科创载体升级、研发平台支撑、核心技术引领、创新主体倍增、科技人才 引育"五大创新工程，通过国汽轻量化技术研究院等高能级平台集群搭建，让科技创新与先进制造深度 融合，走出一条平台赋能、产业增效的高质量发展之路。 研发平台筑基，搭起产业升级"创新桥梁" 作为国内首个专注汽车轻量化研究的实体化创新平台，国汽轻量化（江苏）汽车技术有限公司自落户扬 州经开区以来，已建成研发、试制、试验、服务四大平台，形成7个一站式能力，与北汽、吉利等10多 家整车厂达成合作。公司负责人梁东明介绍，"我们聚焦行业共性难题，既为本地企业破解'卡脖子'技 术，更通过科技招商引入7个项目、总投资超30亿元，带动区域汽车零部件上下游30余家配套企业协同 发展。" "坚持'平台跟着产业走、创新围着企业转'，通过 ...

Core Viewpoint - In 2025, the manufacturing and energy-chemical industries will enter a rebalancing phase under multiple structural pressures, with geopolitical changes and trade rules reshaping global layouts. The focus will shift from "betting on growth" to "realizing value" as companies seek sustainable returns through asset optimization, capability restructuring, and operational upgrades [1]. Group 1: Manufacturing "15th Five-Year" Layout - The "15th Five-Year" plan (2026-2030) is a critical period for China's modernization by 2035, emphasizing the need for manufacturing enterprises to anticipate socio-economic and technological trends, plan high-quality development paths, and enhance international competitiveness amid geopolitical tensions [4]. Group 2: Asset Operation Restructuring - Energy and chemical companies must optimize asset layouts through normative analysis to enhance long-term decision-making certainty and return rates, particularly in the context of geopolitical and demand structure changes [7]. Group 3: Digital Transformation - Oil and gas companies face limitations in AI potential due to data quality and system fragmentation. Establishing a high-quality data foundation and governance mechanisms is essential to unlock the value of AI and digitalization in supply chain and operational transformations [9]. Group 4: Chemical M&A Recovery - The chemical industry is witnessing a gradual recovery in M&A activities, driven by overcapacity, weak demand, and tariff uncertainties. Companies and private equity are seeking growth paths through portfolio restructuring and regional diversification [11]. Group 5: Accelerated Power M&A - The demand for large data centers is driving a new wave of M&A in the U.S. power sector, compelling power companies to enhance scale, delivery capabilities, and clean energy supply to compete for core customers [13]. Group 6: Electrification Investment Decisions - The electrification trend brings substantial capital investments, but profitability is not guaranteed. Investment returns depend on asset utilization rates, contract structures, and service models, necessitating a careful balance between infrastructure and digital platforms [15]. Group 7: Renewable Value Realignment - The renewable energy sector is transitioning from a narrative of rapid growth to one focused on capability and return realization. Factors such as subsidy reductions, grid constraints, and rising capital costs are pushing companies to reshape their competitive edge through market-oriented capabilities [17]. Group 8: CCUS Commercial Breakthrough - Carbon capture, utilization, and storage (CCUS) is emerging as a viable decarbonization pathway in high-emission industries, but its adoption is constrained by economic viability and carbon pricing mechanisms. Innovative business models and policy collaboration are crucial for large-scale implementation [19]. Group 9: Industrial Aftermarket Opportunities - The industrial aftermarket is becoming a significant profit engine for OEMs, with growth rates of 7.8% in China and 6.5% globally. Companies can achieve steady and high-quality growth through network expansion, complexity management, and pricing capability upgrades [21]. Group 10: CBAM Cost Restructuring - The EU's Carbon Border Adjustment Mechanism (CBAM) is reshaping competitive rules in high-carbon industries like steel. Importers need to proactively manage emissions accounting, supply chain adjustments, and cost transfer mechanisms to mitigate the impacts of visible carbon costs [23]. Group 11: Infrastructure Innovation - Modern construction methods (MMC) are significantly enhancing efficiency, sustainability, and resilience in the global construction industry. Despite higher initial investments, the long-term value of MMC is becoming evident in global capital projects [25].

自2018年获得首口高产工业油流井以来，油田开发不断提速。实现第一个100万吨原油产量用时49个 月，后续四个100万吨突破时间依次缩短至13个月、10个月、9个月和8个月，呈现跨越式增长态势。 近年来，华北油田巴彦勘探开发分公司坚持战略引领、科技驱动，将勘探成果快速转化为产能，实现资 源接续与稳定供应。作为内蒙古地区最大的陆相碎屑岩油藏，油藏平均埋深超5000米，"一深带万难"成 为油气新发现的"拦路虎"。华北油田聚焦关键核心技术攻关，创新晚期快沉降盆地石油成藏理论，成功 落实两个亿吨级整装优质储量，建成内蒙古西部最大整装油田。 开发过程中，油田首创"整装油田一次开发直接采用注气重力驱"理念，积极探索超深层高压混相驱与 CCUS先导试验，并建成国内首个早期减氧空气驱砂砾岩油田，以技术新突破引领深层油气资源高效开 发。 中化新网讯 12月21日，中国石油华北油田公司巴彦油田原油总产量累计突破500万吨。 ...

完善交通脱碳新体系。推动园区绿色交通基础设施改造升级，完善园区充电桩、换电站、加氢（醇）站 等绿色基础设施，推广港口岸电、空港陆电、油机改电应用，鼓励开展车网互动技术应用。提升园区绿 色运输比例，支持园区应用新能源货车、物流车辆和船舶等绿色运输方式，加快运输工具低碳多元替 代。 搭建智慧管碳新系统。支持园区以能源和碳排放联动管理为核心，建设覆盖主要用能企业的能碳管理平 台，加强对园区及企业用能负荷监控、预测与调配，为碳排放核算、源网匹配调节、电力需求侧管理、 多能协同互补、资源高效循环利用等工作提供支撑，实现园区产品碳足迹核算、计量、认证可溯源可追 踪。 探索长效治碳新路径。支持园区管理机构、园区企业、零碳能源供应企业、电网企业、能源综合服务商 等各类主体参与零碳园区建设。鼓励有条件的园区以虚拟电厂（负荷聚合商）等形式参与电力市场，提 高资源配置效率和电力系统稳定性。 据悉，省发改委统筹推进海南自贸港零碳园区建设，会同相关部门加大对零碳园区的支持力度。各市县 要建立工作机制，明确各部门和园区管理机构职责，协同推进零碳园区建设各项任务落实。积极争取中 央预算内投资、超长期特别国债、地方政府专项债等资金，支持符合 ...

（文章来源：中国新闻网） 万劲松表示，埃克森美孚作为全球知名的大型跨国能源公司，是中国油气企业的老朋友，双方在多年紧 密合作中取得了互利共赢的良好成效。中国欢迎包括埃克森美孚在内的各国企业共享中国能源发展的新 一轮机遇，共创合作新成果。 魏捷凯介绍了埃克森美孚在全球特别是在中国的业务进展，表示愿继续加大对中国投入，持续深化各领 域务实合作。(完) 据中国国家能源局19日消息，国家能源局副局长万劲松近日在北京会见魏捷凯，双方就天然气在能源绿 色低碳转型中的角色、CCUS(二氧化碳捕集、利用与封存)、低碳氢能、产品碳计量等议题交换意见。 中新社北京12月19日电美国能源巨头埃克森美孚全球高级副总裁魏捷凯近日在北京表示，愿继续加大对 中国投入。 ...

Core Insights - The article highlights the transformation of Ice Wheel Environment from a traditional equipment supplier to a comprehensive solution provider in temperature control and energy management, addressing diverse market needs through innovative technologies [1][2]. Company Transformation - Ice Wheel Environment's breakthrough in helium compressors in 2016 marked a significant shift, allowing the company to transition from traditional cold chain services to advanced applications in fields like controlled nuclear fusion and ultra-low temperature research [2]. - The helium compressor, known as the "crown jewel" of the compressor industry, addresses extreme low-temperature challenges, achieving international leading standards while costing about 20% of imported alternatives [2]. Industry Positioning - The company is extending its temperature control capabilities by developing technologies for both ultra-low and high-temperature applications, including industrial heat recovery systems [3]. - Through acquisitions, such as Dunham-Bush and Beijing Huayuan Taimeng Energy Equipment Co., Ice Wheel Environment has completed its temperature control industry chain from low to high temperatures [3]. Market Opportunities - The company is capitalizing on the growing demand for temperature control solutions driven by AI computing and accelerated nuclear power construction, positioning itself in a favorable market environment [4]. - Ice Wheel Environment's products, including liquid cooling systems, are recognized in the National Green Data Center Advanced Applicable Technology Product Directory, indicating their relevance in the evolving data center landscape [4]. Nuclear Power Sector - Dunham-Bush, a subsidiary of Ice Wheel Environment, holds the highest nuclear-grade qualifications and is the only service provider in China covering all areas of nuclear island cooling systems [5]. - The company has serviced over twenty nuclear power plants, showcasing its expertise and commitment to safety in extreme conditions [5]. Strategic Focus - Ice Wheel Environment aims to balance short-term performance with long-term investments in emerging technologies like hydrogen energy and carbon capture, utilization, and storage (CCUS) [6]. - The establishment of a "Central Research Institute" emphasizes the company's commitment to innovation, with a focus on maintaining a minimum R&D investment of 4% across business units [6]. Vision and Commitment - The brand slogan "Let Temperature Have More Temperature" reflects the company's dual focus on technical excellence and humanistic values, aiming to contribute to carbon neutrality goals [7]. - Ice Wheel Environment is dedicated to becoming a standard configuration for carbon neutrality across industries, leveraging nearly 70 years of expertise to navigate the evolving landscape of digital and green technologies [7].

作为国家"双碳"战略的积极践行者，"十四五"以来，吉林石化建立完善"源头控碳、过程降碳、末端固 碳"的全链条管控机制，全面推进能耗双控向碳排放双控转变。该公司深入践行"不让一滴污油、废渣落 地，不让一立超标废气上天，不让一滴超标废水入江，不让噪声超标扰民"的"四不让"理念，加大过程 管控的同时，累计投资近10亿元推进84个环保项目；坚持"生产装置与环保设施一体化管理"，狠抓环保 设施稳定、达标、优化运行，污染物排放总量显著下降。 绿色低碳转型的成果，在一组组亮眼数据里可以看到：通过节能提效、清洁能源替代、电气化提升等措 施，对比"十四五"末，二氧化碳总量降低4个百分点。对比2022年，万元工业产值碳排放强度下降 28%，实现增产不增排、增效不增碳；累计消纳绿电6.4亿千瓦时，相当于让近百万户家庭用上一整年 的清洁电力。 记者从中国石油吉林石化公司获悉：自吉林石化化肥厂动力系统1号、2号锅炉烟气超低排放升级改造项 目投运以来，各项排放指标均持续稳定在合格区间。至此，吉林石化所有锅炉装置已全部完成烟气超低 排放改造。 当前，吉林石化正加速推进百万吨CCUS(二氧化碳捕集、封存和利用)示范工程，持续深化上下游绿色 ...

Core Viewpoint - The successful application of China's first domestically produced 100,000 cubic meter high-pressure injection compressor in the CCUS project at Jilin Oilfield marks a significant milestone in achieving self-sufficiency in critical equipment for carbon capture, utilization, and storage technology [1][2]. Group 1: Technological Advancements - The domestically produced high-pressure injection compressor has operated safely and stably for over 10,000 hours, overcoming reliance on imported equipment [1]. - The CCUS technology team at Jilin Oilfield has successfully extended the replacement cycle of critical valve components from one month to over three months, increasing the compressor's processing capacity to 115% of its rated output and saving over 1 million yuan in annual electricity costs [2]. - The optimization of lubrication oil usage has extended its replacement cycle from 7 days to 9 days, resulting in an annual cost saving of 450,000 yuan [2]. Group 2: Industry Impact - Jilin Oilfield has developed Asia's first full-chain CCUS engineering dedicated compressor unit and the first domestically produced carbon dioxide water drive gas co-injection device, achieving over 95% accuracy in dual medium measurement [3]. - The ongoing trials of domestic compressors and other core equipment at Jilin Oilfield are expected to lead to large-scale production and full domestic replacement of similar imported products [3].

Core Insights - Songyuan City, known for its rich oil and gas resources, is transitioning towards green energy projects, focusing on renewable energy sources like wind and solar to meet its "14th Five-Year Plan" goals [1][2] New Industry: Green Energy Exploration - The region between the Greater Khingan Range and the Changbai Mountains has significant wind and solar energy resources, driving the development of green energy projects [2] - The green hydrogen and ammonia project in Songyuan has a total investment of 6.946 billion yuan, aiming to produce 200,000 tons of green ammonia and green methanol annually [2][4] New Chain: Focus on "Dual Carbon" Innovation - Songyuan is enhancing its manufacturing capabilities by integrating the entire supply chain for renewable energy, including wind turbine and solar equipment manufacturing [5][7] - The city has attracted ten major enterprises in the renewable energy equipment manufacturing sector, with an expected output value of 7.378 billion yuan in 2024 [7] New Power: Green Transition of Oil and Gas Industry - The Jilin Oilfield, with over 60 years of exploration history, is actively pursuing green development, achieving a cumulative self-generated power of 1.05 billion kilowatt-hours, with 33% of its production electricity sourced from clean energy [9][11] - The CCUS project aims to capture and utilize carbon dioxide, enhancing oil recovery while reducing emissions, with a pipeline project already underway [11]