南方财经21世纪经济报道记者郑青亭 北京报道 12月11日，中国石油集团经济技术研究院副院长吴谋远在2025国际能源发展高峰论坛上发布《2060年世界与中国能源展望》。 报告指出，未来十年全球油气需求仍将保持增长，维持新增产能和弥补产量递减仍需要大量投资。应避免油气价格短期波动影 响投资和信心，确保供应稳定，有效防范产量下滑冲击全球经济。 在全球能源转型的大势之下，石油化工行业何去何从？吴谋远认为，化工用油仍有较大增长潜力。石油需求加速转向化工品、 新材料制造领域，成为支撑能源转型关键"原料"。 报告指出，到2050年，中国化工用油将增至2.9亿吨峰值，较2025年增长57%，2050年后维持在峰值平台期，占石油需求比重提 升至50%以上。2040年后，绿氨和绿醇规模化应用推动化工用油绿色低碳发展，到2060年占化工用油比重达到30%。 不过，与全球巨大的不确定性相比，中国则展现出了在能源转型方面的巨大确定性。报告指出，未来10年，中国能源结构将呈 现煤减、油气稳、非化石升的特征。到2035年初步形成"三足鼎立"格局，油气需求占比高于25%，维持主体能源地位。到2060 年，化石能源、水核、风、光占比将分别达 ...

Core Viewpoint - The International Electrotechnical Commission (IEC) has released two key international standards in the power semiconductor device sector, led by China, marking a significant breakthrough in China's participation in international standardization efforts for power semiconductor devices [1] Group 1: International Standards - The two revised international standards are "Semiconductor Devices - Part 2: Discrete Devices - Rectifier Diodes" (IEC60747-2:2025ED4.0) and "Semiconductor Devices - Part 6: Discrete Devices - Thyristors" (IEC60747-6:2025ED4.0) [1] - These standards address long-standing mismatches between technical content and product development, enhancing the applicability and operability of testing for high-power semiconductor devices [1] Group 2: Applications and Impact - Rectifier diodes and thyristors are fundamental semiconductor devices widely used in household appliances such as mobile phone chargers, lighting controls, vacuum cleaner speed regulation, and electromagnetic stove power control [1] - They are also extensively utilized in electric vehicles and charging stations, renewable energy generation, new power systems, smart grids, industrial automation, and aerospace [1] - The new standards will serve as important references for global manufacturers, users, and third-party testing organizations in product research, testing, and application, thereby improving the overall technology and quality level of China's power electronics industry [1] Group 3: Collaborative Efforts - Chinese experts, as project leaders, collaborated with specialists from Japan, Germany, and South Korea to discuss terminology, definitions, testing methods, and conditions within the standards [2] - The domestic technical team conducted over a thousand related experimental validations to ensure the standards are structurally rigorous and content-complete [2]

Core Viewpoint - The article discusses the establishment of the Shanxi Province Manufacturing Revitalization and Upgrading Fund, aimed at supporting high-quality development in the manufacturing sector and enhancing the industrial chain capabilities in Shanxi Province [1][2]. Group 1: Fund Overview - The Shanxi Manufacturing Revitalization and Upgrading Fund, also referred to as the "Revitalization and Upgrading Mother Fund," is set up to attract more social capital and is focused on energy transition, industrial upgrading, and moderate diversification [1]. - The fund's total scale is not less than 100.01 billion yuan, with contributions from the Shanxi Provincial Finance Department and several provincial enterprises [1]. Group 2: Investment Focus - The fund will primarily invest in key sectors such as high-end equipment manufacturing, new materials and coal chemical industry, biomedicine, new energy, and information and digital industries [2]. - The investment strategy emphasizes supporting traditional industry upgrades, nurturing new industries, and constructing future industry layouts, particularly targeting critical links in the industrial chain and projects that enhance the chain [2].

纳瑞亚EPC项目正在施工中。项目部供图 移动光伏站。项目部供图 纳瑞亚EPC项目经理孙光海表示，项目部主动作为，结合项目所在地区日照充足、可再生能源条件优越的特点，广泛调研各类供电方案，最终确定 以"市电+移动光伏+应急柴发"协同供电的新型模式： 人民网迪拜12月11日电 （记者管克江）记者从中企承建沙特纳瑞亚EPC项目了解到，该项目实施"市电+移动光伏+应急柴发"的施工用电模式两个多月 以来，在降低用电成本同时，大幅减少了传统柴油发电模式导致的环境污染。 市电作为主供电源，为施工区提供持续电力；移动光伏系统根据实时光照条件动态发电，自动调节输出功率；如遇突发停电或极端天气，应急柴发可随 时介入，实现能源安全"零断供"。这也是山东电建三公司首次在施工中采取类似用电模式。 沙特纳瑞亚EPC项目位于沙特东部，是一个1800MW联合循环电站，由中国电建所属山东电建三公司（山东三公司）承建。施工用电是工程建设的关键 环节。据了解，长期以来，项目施工现场普遍采用柴油发电（柴发）单一供电模式，在实际应用中暴露出诸多问题：一是供电不稳定，易出现设备过载或停 机，频繁影响现场生产秩序；二是碳排放量大、噪音污染严重，与绿色低碳 ...

Core Viewpoint - Shenzhen Port Group and China General Nuclear Power Corporation New Energy signed a cooperation agreement to develop offshore wind power and integrated energy projects, aiming to create a new model of collaboration in the energy sector [2][3]. Group 1: Cooperation Agreement - The agreement focuses on the integrated development model of "offshore wind power + comprehensive energy + port-city integration" [2]. - Key projects include the construction of offshore wind power bases, offshore comprehensive energy islands, wind power operation and maintenance mother ports, and a green ship fuel supply trading center in South China [2]. Group 2: Strategic Importance - The partnership aims to enhance the operational capacity for offshore wind power maintenance and promote high-quality development in the green energy industry [3]. - Shenzhen Port Group's modern service system integrates "port hub + logistics channels + trade networks," supporting the transition to smart and green port operations [3]. Group 3: Industry Trends - The green hydrogen and ammonia industry is identified as a crucial direction for future energy transformation, with Shenzhen Port Group positioned as a strategic partner due to its global port and shipping network advantages [2]. - The green hydrogen and methanol project utilizes renewable energy for hydrogen production, contributing to global energy transition and carbon neutrality goals [2]. Group 4: Previous Collaborations - In September, Shenzhen Port Group and China General Nuclear Power Corporation New Energy signed a strategic cooperation project for integrated green ship fuel production and supply, involving 21 other organizations to accelerate the development of the green ship fuel industry in the Guangdong-Hong Kong-Macao Greater Bay Area [3]. Group 5: Regional Leadership - China General Nuclear Power Group leads in offshore wind power operations and construction in Guangdong Province and has initiated the first domestic offshore comprehensive energy island innovation platform [4].

Core Insights - The report highlights the urgent need for workforce development in the global wind energy sector, projecting a significant increase in labor demand due to the expansion of wind capacity from 2025 to 2030 [1][12][41] - By 2030, the global wind industry will require approximately 628,000 skilled technicians, driven by the need for both construction and maintenance of an expanding fleet [12][55][58] - The offshore wind sector, while only expected to account for 10% of total installed capacity, will represent about 25% of workforce demand, necessitating specialized skills and safety competencies [2][71] Labor Demand Characteristics - Onshore wind remains the primary source of installations, but offshore wind is growing rapidly, requiring a workforce with advanced technical skills [2][13] - The demand for labor is concentrated in construction and installation (C&I) and operations and maintenance (O&M), with O&M needs expected to increase significantly as the turbine fleet ages [20][21][42] - The industry faces challenges such as a shortage of skilled technicians, limited training capacity, and competition for talent across sectors [22][47][48] Strategic Solutions - The report suggests a collaborative approach involving public and private sectors to enhance workforce planning, training, and knowledge transfer [3][14] - Countries are taking action by establishing training institutions, promoting certification standards, and fostering partnerships between educational institutions and industry [3][16] - A focus on standardized training and international cooperation is essential to address the workforce shortage and support the industry's growth [3][16][36] Economic and Social Impact - Workforce development in the wind sector is crucial not only for achieving energy transition goals but also for creating high-quality jobs and supporting regional economic growth [3][23][50] - Ensuring equitable access to training and supporting workers transitioning from fossil fuel sectors are vital for a just energy transition [24][50] - The wind energy sector is positioned as a significant job creation engine, contributing to broader economic and social benefits [56][57]

新华财经墨尔本12月11日电（记者徐海静） 据澳大利亚媒体11日报道，澳大利亚维多利亚州政府已批 准该州南部奥特韦（Otway）盆地附近的海上勘探和东南部吉普斯兰（Gippsland）盆地陆上勘探两个天 然气项目的勘探许可证，向私人企业开放竞标，竞标期截至2026年2月。 根据该报告，维多利亚州能否实现其2030年可再生能源占比65%的目标，将取决于包括天然气储备在内 的关键项目能否按时完成。 澳大利亚能源生产商组织维州办公室主任彼得·科斯说，"预计维多利亚州最早在2027年出现天然气短 缺。"他表示，开放新的天然气勘探许可证是开发新的国内天然气资源的重要一步，表明政府正在采取 措施应对未来的能源挑战。 维州环保人士对此决定表示反对，认为这两个天然气项目将对地下水和海洋环境造成负面影响。 （文章来源：新华财经） 据报道，维州政府将优先考虑那些愿意依赖现有地质数据进行海上勘探的公司的申请，以避免进行新的 地质勘探爆破。 分析指出，维州这一决定反映出该州面临的能源压力。 维州能源部长莉莉·丹布罗西奥说，目前有200万户维州家庭使用天然气，而能源转型不可能一夜之间完 成。为了实施有序的能源转型，州政府开放了新的天然 ...

"这是一个既供应过剩、也风险过剩的市场。" 标普全球副董事长、著名能源专家丹尼尔.耶金(Daniel Yergin) 12月11日，在2025国际能源发展峰会期间，标普全球副董事长、著名能源专家丹尼尔.耶金(Daniel Yergin)向媒体指出，全球能源 体系正从"供应过剩"迈向"风险过剩"，地缘政治因素正成为影响能源价格的核心变量。 在需求侧，他指出，中国石油需求正在进入关键的"平台期"，这一变化标志着全球石油市场的重大转折点。他说，在过去约20 年间，中国贡献了全球石油需求增量的一半，但目前中国石油需求已趋于平稳。 耶金称，国际能源署发布报告指出，为维持当前石油天然气产量，全球需在2050年前每年投入约5400亿美元用于勘探开发。当 前，一些公司正在从过度快速向可再生能源转型的战略中回撤，重新对油气勘探表现出兴趣，同时继续探索多元化技术路线。 此外，耶金还特别强调矿产资源的重要性快速上升，包括铜在内的关键矿产将在全球电气化进程中发挥核心作用。"铜在未来电 气化体系中将发挥关键作用。未来能源体系必须同时考虑传统能源、可再生能源以及关键矿产。" 当被问到中国在绿色能源领域的地位时，耶金表示，中国在太阳能、电 ...

凤凰网财经讯 12月11日，三大指数集体高开，沪指高开0.09%，深成指高开0.13%，创业板指高开 0.05%，贵金属、海南、能源金属等板块指数涨幅居前。 | | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 涨跌 涨跌家数 | 涨速% | 息手 | 现手 | 金额 | | 上证指数 | 3903.89 | 0.09 | 3.39 | 1107/740 | -0.02 | 5847 | 584万 | 69.36 亿 | | 深证成指 | 13333.29 | 0.13 | 16.87 | 1447/895 | 0.03 | 8247 | | 824万 106.35亿 | | 北证50 | 1393.32 | 0.25 | 3.52 | 151/74 | 0.24 | 6.62万 | 6.62万 | 8498万 | | 创业板指 | 3210.55 | 0.05 | 1.55 | 704/468 | 0.05 | 156 7 | 156万 | 39.9 ...

Group 1 - The recent surge in international copper prices, with LME copper futures up over 30% this year, is attributed to a global copper inventory crisis, raising concerns about a potential "copper shortage" [1] - Copper is deemed "irreplaceable" during the industrial transformation, being essential for clean energy, digital economy, and high-end manufacturing [2] - The International Energy Agency's report indicates that copper is crucial for decarbonization, with significant copper requirements for wind and solar projects, as well as electric vehicles [2] Group 2 - Despite the abundance of global copper resources, the distribution is uneven, and the quality of many mines is declining, leading to increased production costs [4] - The global copper supply is projected to face a significant shortfall, with a forecasted gap of 30% by 2035, reflecting long-term supply-demand imbalances [4] - China's copper consumption is expected to reach 15.4 million tons by 2025, driven by sectors like electric vehicles and AI, which are projected to consume 3.8 to 4 million tons this year [5] Group 3 - Technological innovation is being leveraged to stabilize copper production, with companies focusing on breakthroughs in technology, resource security, and recycling [6] - China Copper Corporation is implementing "smart mining" initiatives to enhance mining efficiency and reduce energy consumption, aiming for a significant increase in recycled copper production by 2025 [6] - The integration of technology and industry innovation is seen as vital for meeting the high-end material demands in manufacturing [6]