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中国石油逆袭:从“贫油国”到全球能源巨头的华丽转身
Sou Hu Cai Jing· 2025-07-05 15:03
Core Viewpoint - China's energy development has transformed from being perceived as a "poor oil country" to becoming a global leader in the energy industry, driven by technological innovations and strategic advancements in oil extraction [1][11]. Group 1: Historical Context and Initial Challenges - Western countries historically underestimated China's oil potential, labeling it as a "poor oil country" with minimal resources [1][3]. - Geologist Li Siguang's research laid the foundation for China's oil exploration, challenging the prevailing views and leading to significant discoveries [3]. Group 2: Technological Advancements - The 21st century marked a turning point for China's oil industry, particularly with breakthroughs in shale oil extraction, where China's production reached 21.5 million tons in Q1 2024, ranking among the top three globally [3][5]. - Chinese researchers adapted and improved upon American technologies for shale oil extraction, overcoming previous challenges and enhancing domestic energy security [5][11]. - In deep-sea oil field development, China achieved notable success with the self-developed "integrated underwater wellhead system," capable of operating under extreme conditions [5][7]. Group 3: Strategic Positioning and International Relations - China's rise in oil production, especially in shale and deep-sea fields, has shifted its role from merely a "demand side" in the global energy market to a significant player with increased international influence [7][9]. - The country is enhancing its energy security through diversified energy sources and strengthening cooperation with major oil-producing nations like Russia and Saudi Arabia [9][11]. Group 4: Future Challenges and Opportunities - Despite significant achievements, challenges remain, including balancing energy extraction with environmental protection and adapting to increasing global energy demands [9][11]. - The competitive landscape is intensifying, particularly with the rise of renewable energy, necessitating continuous technological innovation and resource diversification for China's oil industry to maintain its competitive edge [9][11].
谁在守护中国的能源咽喉
Guan Cha Zhe Wang· 2025-06-26 14:58
► 文 观察者网心智观察所 6月25日,中国海油在南海水域的"深海一号"大气田二期项目全面投产,标志着我国最大海上气田建 成。 这个6月,并不平凡,伊朗与以色列的冲突,以及美国的卷入,让霍尔木兹海峡的波涛暗藏危机。 伊朗扬言封锁这条全球20%石油(每日约2090万桶)的咽喉通道。早在2019年的一次秘密演习中,伊朗 就成功测试了"智能水雷"系统,能精准锁定特定船只,避开己方油轮。这一技术细节从未公开,却让海 峡封锁威胁更加可信。 封锁如果实施,将推高油价至每桶100美元以上。而伊朗约90%的石油出口流向中国。 历史总是一再重演。1973年10月7日,由于第四次中东战争(赎罪日战争)爆发,伊拉克宣布将巴士拉 石油公司中美国埃克森和莫比尔的股份收归国有。这是OPEC石油禁运和第一次石油危机的导火索。 此举让美国措手不及,油价从每桶3美元飙升至近12美元,迫使美国加强了对波斯湾的军事部署,如在 巴林建立第五舰队,才最终巩固了其通过能源控制全球霸权的战略布局。 这是波斯湾国家在能源控制上的觉醒,他们意识到,手中握着的不仅是石油,更是全球经济命脉。 中国作为全球最大的能源消费国,2023年石油消费量达7.56亿吨,天然 ...
中国化学(601117):当前时点如何看中国化学?
Xin Lang Cai Jing· 2025-04-29 02:35
施工业务:国内受益煤化工投资提速,海外保持较高景气。当前海外能源不稳定因素增多,同时国内能 源需求稳定上行,叠加近期中美关税事件冲击,提高国内能源自给率的重要性持续提升,发展新疆煤化 工是保障国家能源安全的重要一环。今年新疆煤化工投资预计步入加速期,我们测算2025-2026 年预计 每年投资完成额为1177/2104 亿元,2025 年开始项目建设显著提速,2026 年有望步入执行高峰。中国化 学作为化学工程行业龙头,占据我国绝大部分煤化工份额,后续有望显著受益新疆煤化工建设提速。假 设每年煤化工投资中70%以EPC 订单形式实现,中国化学占其中至少50%以上份额,预计2025-2026 年 可分别获得订单391/736 亿元,占公司2024 年订单的10.7%/20.1%,预计可对冲国内其他品类化工订单 下滑,带动国内订单保持平稳增长。海外市场看,2024 年公司新签海外订单1133 亿元,占总订单的 30.9%,在去年海外订单大增165%的高基数上继续增长13%,海外业务开拓持续加码。随着近年来公司 签署的大量海外订单在今年陆续进入施工期,海外订单有望持续向收入传导,驱动公司整体营收与利润 加速。 投资 ...