2025年刚刚过半，但社会发生的变化却显而易见。 春晚亮相的人形机器人，以灵动的姿态向大众展示着人工智能的新玩法。而Deepseek的惊艳问世，更是让我们一夜进入"全民AI"时代。 短短半载，人工智能的应用已经是乱花渐欲迷人眼。 然而，在种种应用"娱大众一乐"的背后，我们不禁深思：当下，智能化的"用武之地"究竟在哪？ 5月28日，中国石油发布的3000亿参数昆仑大模型，正是这一问题的最好答案。 一、赋能油气全产业链 作为中国石油在人工智能领域的里程碑之作，3000 亿参数昆仑大模型的核心价值，在于其对能源全产业链的深度重塑。 尤其是近年来，伴随着油气开发逐渐走向深层、超深层、非常规等高难度领域，对油气勘探精细化的要求直线增加。这导致了勘探数据量的成指数级上涨， 极大增加了分析处理的难度。 如果依然按照传统方法进行处理，油气勘探的效率将大幅降低。 怎么办？ 中石油的"昆仑大模型"给出了很好的解决方案。 在油气勘探开发领域，昆仑大模型构建智能化全波形反演应用场景，提高了地震波波动方程求解效率，实现了正反演全流程10倍以上的效率提升。 相较于传统的油气勘探，该环节效率获得极大提升。 油气勘探还是只昆仑大模型众多应用 ...

伊拉克自20世纪80年代以来一直深陷战乱泥潭，这个曾经富庶的中东国家在过去40年间几乎没有得到真正的和平与发展。两伊战争拉开了伊拉克长期动荡 的序幕，这场持续8年的消耗战让伊拉克付出了惨重代价。1991年，海湾战争更使伊拉克遭受重创。进入新世纪后，伊拉克的苦难仍在继续。2003年，美 国以伊拉克拥有"大规模杀伤性武器"为由发动战争，彻底推翻了萨达姆政权。这场战争不仅导致数十万伊拉克平民丧生，更让整个国家陷入长期混乱。 2011年美军撤离后，极端组织ISIS趁虚而入，在伊拉克北部建立据点，使这个饱经战火的国家再次陷入反恐战争的漩涡。 在很多人眼中，伊拉克是一个充满复杂性和矛盾性的国家——孕育了夺目文明的"两河古国"，却长期饱受战乱之苦；石油储量位居世界前列，发展却一直 没有提上议程。近期，中欧国际工商学院校友王超峰（中欧EMBA 2013）到伊拉克进行商务考察，在他眼里，战争的阴霾正逐渐散去，首都巴格达街头 随处可见的战争遗迹虽令人痛心，但古老建筑与现代设施并存的魅力景象、热情好客的伊拉克人民、市场里琳琅满目的商品，都让人感受到生活的活力与 希望。王超峰带着关于伊拉克的第一手观察，为想进入伊拉克的中企分享了战略 ...

Group 1 - The National Petroleum and Natural Gas Index (399439) has seen an increase of 0.43% as of May 28, 2025, with notable gains from companies such as Zhuoran Co. (688121) up 4.25% and Lansi Heavy Industry (603169) up 3.81% [1] - The oil and gas ETF (159697) rose by 0.31%, with the latest price reported at 0.97 yuan [2] - The development project of the Kenli 10-2 oilfield group, which is the largest lithologic oilfield discovered offshore China with proven geological reserves exceeding 100 million tons, has entered the offshore operation phase [2] Group 2 - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 66.65% of the index, including major companies like China National Petroleum (601857) and Sinopec (600028) [3] - Short-term pressures on international oil prices are expected due to tariff policies and OPEC+ production increases, but geopolitical risk premiums and global demand resilience may support oil price stability [2] - The oil and gas upstream capital expenditure is increasing, leading to a recovery in the oil service industry and enhanced competitiveness driven by technological advancements [2]

金十数据5月28日讯，中国石油发布3000亿参数昆仑大模型，标志着中国石油在人工智能领域又迈出关 键一步，全力推动"人工智能+"行动走深走实。中国石油围绕26条业务线、119个业务域，优化形成"十 域百景千应用"的全景视图。本次共发布100个应用场景，其中迭代升级43个、新增57个，已全部投产。 （新华财经） 中国石油发布3000亿参数昆仑大模型 ...

Group 1: Oil and Gas Production - Fuman Oilfield, located in the Taklamakan Desert, is China's largest ultra-deep oilfield with cumulative oil and gas production exceeding 20 million tons [1] - The oilfield has drilled 144 ultra-deep wells over 8000 meters, making it the most concentrated area of ultra-deep wells in China [3] - The oilfield covers an area of 17,000 square kilometers with oil and gas resources exceeding 1 billion tons, recognized as the deepest and largest oil production area in China [1] Group 2: Drilling Efficiency and Technology - Recent advancements have led to a significant reduction in drilling completion times, with the average completion cycle for main production areas decreasing from 144.2 days to 109.8 days year-on-year [3] - The introduction of intelligent monitoring systems, such as the ALC05 and KC02 water analysis instruments, has optimized water injection development and improved real-time monitoring of oil-water ratios [3] Group 3: Russia-China Oil Supply Dynamics - Russia is willing to increase its annual oil supply to China by 2.5 million tons, with plans to expand export capabilities through Kazakhstan [5] - In 2022, China imported 108 million tons of crude oil from Russia, accounting for 20% of its total crude oil imports, despite a 1.9% decline in overall crude oil imports [6] - Russia's commitment to supply oil to China amid Western sanctions highlights the strengthening of economic ties between the two nations [8]

Core Viewpoint - Saudi Aramco has authorized the issuance of benchmark US dollar bonds with maturities of 5, 10, and 30 years, indicating a strategic move to raise capital in the international debt market [1] Group 1 - The designated bookrunners for the bond issuance are Citigroup, Goldman Sachs, HSBC, and JPMorgan, showcasing the involvement of major financial institutions in the transaction [1]

Group 1 - Macron's recent energy policy proposals have failed to gain traction on the international stage, highlighting the challenges of unifying EU member states around a common strategy against Russian energy imports [1][2][5] - The internal divisions within the EU, particularly with countries like Germany and Hungary heavily reliant on Russian energy, make it unlikely that Macron's proposed tariffs on Russian oil will be accepted [3][4][6] - The U.S. has shown reluctance to support Macron's initiatives, as American companies benefit from trade with Russia, indicating a complex interdependence in global energy markets [6][7] Group 2 - In contrast to Macron's struggles, Sino-Russian energy cooperation is progressing smoothly, with China set to increase its oil imports from Russia by 2.5 million tons annually, reflecting a long-term strategic partnership [10] - By 2024, China is expected to import 108 million tons of crude oil from Russia, accounting for half of Russia's total exports, and the majority of trade is conducted in local currencies, bypassing the dollar [10][12] - China's diversified energy sourcing strategy, including significant imports from the Middle East and Africa, ensures energy security and reduces reliance on any single supplier [12][13] Group 3 - The ongoing energy crisis in Europe, exacerbated by the loss of cheap Russian gas, has led to rising industrial costs and public discontent, prompting Macron's aggressive stance as a means to deflect domestic issues [15][16] - The internal contradictions within the EU regarding energy policies and sanctions against Russia reveal a lack of cohesion, undermining the effectiveness of collective action [16][18] - Globally, the energy landscape is shifting, with China emerging as a dominant player in energy imports and investments, while Russia pivots towards Eastern partnerships in response to Western sanctions [17][18][20]

埃及石油部：浮式储存与再气化装置ENERGOS POWER从德国运抵埃及，容量为17.4万立方米，埃及 计划包租另外两台机组。 ...

Group 1 - The EU has implemented its strongest sanctions since the outbreak of the Russia-Ukraine war, blacklisting 342 oil tankers, nearly doubling the previous count of 153 [1] - The sanctions include a wide range of measures such as mixed sanctions, human rights sanctions, and chemical weapons sanctions, indicating a new strategy to cut off the survival space of shadow oil tankers [3][4] - The sanctions target not only the shadow fleet but also key oil transportation companies like Surgutneftegas, aiming to sever Russia's funding sources [4] Group 2 - The Western countries were aware of the existence of shadow oil tankers but hesitated to act due to concerns over global oil supply stability, which reaches 10 million barrels per day [4] - The EU's previous oil price cap measures had limited effectiveness, with Russian oil revenues decreasing by 13.7% from March 2023 compared to March 2022, resulting in an estimated loss of $38 billion [4] - The shift in EU and US policy began last summer, with the UK leading efforts to strengthen sanctions against shadow oil tankers [6] Group 3 - The recent sanctions were partly triggered by political dynamics, including statements from former President Trump that angered the EU and prompted a more aggressive stance [8] - Italy has taken a strong position by preparing to provide military support to Ukraine, reflecting a broader shift in European policy towards direct military assistance [8][12] - The EU's decisive actions, including sanctions and military support, suggest a potential acceleration towards ending the conflict if this assertive approach continues [12]

Group 1: Oil and Gas Production - The Fuman Oilfield, located in the Taklamakan Desert, is China's largest ultra-deep oilfield with cumulative oil and gas production exceeding 20 million tons [1] - The oilfield has drilled 144 ultra-deep wells over 8,000 meters, making it the oilfield with the most 8,000-meter deep wells in China [1] - The area of the oilfield is 17,000 square kilometers, with oil and gas resources exceeding 1 billion tons, making it the deepest and largest oil production area in China [1] Group 2: Exploration and Technology - The Tarim Basin has been advancing oil and gas exploration into ultra-deep layers, drilling nearly 200 ultra-deep wells annually and over 3,000 in total [1] - 90% of the oil and gas reserves found in the Tarim Oilfield come from ultra-deep layers, with annual production from these layers exceeding 20 million tons [1] - Technological advancements in ultra-deep drilling are accelerating the utilization of oil and gas reserves [1] Group 3: Sino-Russian Energy Cooperation - Russia is willing to increase its annual oil supply to China by 2.5 million tons, with a new supply cap of 12.5 million tons set to last until 2034 [3] - The "Power of Siberia" gas pipeline has been operational with an annual capacity of 38 billion cubic meters, significantly enhancing Sino-Russian gas trade [3] - The "Power of Siberia 2" gas pipeline project is underway, designed to have an annual capacity of 50 billion cubic meters, further deepening energy cooperation between the two countries [3] Group 4: Strategic Considerations - The involvement of Kazakhstan in the oil supply chain is seen as a strategic move to mitigate sanction risks and optimize costs [5] - The land-based pipeline transport is expected to save $3-5 per barrel compared to maritime routes, enhancing the economic viability of the oil trade [5] - The current geopolitical landscape encourages Russia to strengthen its economic ties with China as a counterbalance to Western pressures [7]