Core Viewpoint - The official launch of the full island closure of Hainan Free Trade Port marks a historic opportunity for both domestic and foreign enterprises, encouraging them to leverage this strategic moment for growth and integration into Hainan's development [2]. State-Owned Enterprises - China National Offshore Oil Corporation (CNOOC) aims to ensure energy security and optimize energy supply structures to support key industries in the free trade port, leveraging its resources and industry advantages [3]. - Datang Hainan Energy Development Co., Ltd. plans to enhance investment in offshore wind power, hydrogen energy, and energy storage to support the construction of a new energy system in Hainan [3]. - China Galaxy Securities intends to utilize Hainan's geographical and policy advantages to facilitate cross-border financial cooperation and innovate financial products tailored to local industries [4]. - Hainan Airport Group is focusing on building an aviation ecosystem and enhancing logistics and commercial supply chains to support the development of the free trade port [4]. Private Enterprises - Hainan Modern Technology Group sees the closure as a chance to develop a globally competitive digital industry cluster, enhancing research efficiency and reducing costs through cross-border data flow [6][7]. - Hainan Posheng Marine Technology Development Co., Ltd. plans to expand its aquaculture and marine tourism businesses, leveraging the free trade port's policies to enhance production and attract international partnerships [7]. - Hainan Chun Guang Food Co., Ltd. aims to expand its procurement channels and enhance market competitiveness by taking advantage of the expanded zero-tariff product list [8]. - Hainan Xiansheng Pharmaceutical Co., Ltd. plans to accelerate drug research and development by utilizing the free trade port's policies to attract top research teams and advanced equipment [8]. - Hainan Huasheng Group intends to build a cross-border collaborative value chain ecosystem, expanding its market share in Southeast Asia through logistics integration [9]. Foreign Enterprises - Eurogreen Group is expanding its investment in Hainan, capitalizing on the favorable policies and improved business environment to strengthen its presence in the green energy sector [10]. - Zambon Pharmaceutical Co., Ltd. plans to utilize the zero-tariff policy to enhance production capacity and expand into international markets while maintaining a strong domestic presence [10]. - Dun & Bradstreet aims to leverage the data flow policies of the free trade port to enhance its services for over 160,000 companies, positioning Hainan as a central hub for global resources [11]. - Ernst & Young is preparing to meet the growing market demands in Hainan, exploring new service models and assisting enterprises in understanding the investment environment [11].

阿尔及利亚与乍得还将在液化石油气、矿业和水泥产业等领域深化合作。在矿业方面，双方将围绕 地质勘查、技术交流和人才培养加强协作；在水泥产业方面，阿尔及利亚表示将通过技术支持、能力建 设及阶段性解决方案，协助乍得缓解当前水泥产能不足问题，以满足基础设施和住房项目建设需求。 （原标题：阿尔及利亚推进对乍得在能源、矿业及水泥领域的合作） 阿尔及利亚《Algerie360》网站12月19日报道，阿尔及利亚与乍得近日在阿尔及尔签署一份会议纪 要，正式推进两国在油气、矿业及相关工业领域的合作。该文件由阿尔及利亚国务部长、能源与矿业部 长与乍得石油、矿业和地质部长签署，签署仪式在阿能源与矿业部举行，双方多名高级官员出席。 双方一致同意加强油气领域监管和法律框架合作，通过经验交流和技术支持，协助乍得完善油气行 业治理体系。合作内容涵盖油气勘探与开发、提升石油产能、炼化及石化产业发展、天然气综合利用以 及减少火炬气排放等。双方还就阿尔及利亚国家石油公司 Sonatrach参与乍得重点能源项目的可能性进 行了探讨。 ...

于海涛 致辞 中国石油天然气集团有限公司董事会办公室副主任 中国石油积极践行ESG理念，实施清洁替代、战略接替、绿色转型"三步走"战略，推动ESG评级跃升，可持续发 展与ESG管理迈上新的台阶。中国石油将绿色低碳纳入企业战略，加大新能源布局，推动油气与新能源融合发 展，完善碳排放管理体系，助力美丽中国建设。深化企业改革，完善公司治理体系，提升治理效能，连续11年获 评上交所信息披露A级评价。公司秉持价值共享理念，积极履行社会责任，保障油气稳定供应。 沈中 致辞 中国石油天然气集团有限公司企业文化部副部长 中国石油坚持绿色发展为品牌赋能，打造低碳能源生态圈，向综合能源供应商转型；坚持创新发展为品牌提效， 建设国家战略科技力量和能源化工新高地，取得多项成果；坚持合作发展为品牌聚力，积极参与全球能源合作， 打造全球化品牌；坚持共享发展为品牌筑基，践行ESG理念，回馈社会。 陆晓峰 致辞 中国海洋石油有限公司董事会办公室副总经理 在全球产业发展中，ESG已成为中国品牌价值提升的关键。一方面，ESG赋能品牌价值底座，助力中国企业在国 际舞台获得价值认同；另一方面，品牌战略有效激发ESG传播效能，将ESG成果转化为品牌软 ...

阿尔及利亚通讯社12月21日报道，国务部长兼油气和矿业部长阿尔卡布21日表示，油气和矿业部正致力 于通过实施"城市采矿"理念，加强固体矿产废弃物回收利用。 阿尔卡布还重点介绍了阿为实现采矿业现代化所做的努力，特别是采用减少采矿作业粉尘和细颗粒物排 放的现代技术。他指出，该行业致力于将矿山转型为生态友好型场所，为此阿投资了智能喷洒系统和实 时空气质量监测装置，以保护矿区居民的健康，为他们提供安全的生活环境。 阿油气和矿业部致力于通过固体废弃物回收利用，建立循环经济模式，并实施"城市采矿"理念，旨在回 收和循环利用废旧金属，特别是铁质残渣。 阿尔卡布表示，尽管近年来阿国内对天然气、石油产品和化肥的消费量快速增长，但油气和矿业部为改 善人民生活质量和发展环境所做的努力，已使国内对这些物资的需求基本得到满足。他还强调了海水淡 化项目的重要性，海水淡化已可满足阿全国42%的饮用水需求。为加强国家水安全，阿计划新建六套海 水淡化装置，总产能达每日180万立方米。 阿尔卡布表示，油气和矿业部将加大力度，扩大废油回收项目和生物燃料生产，将环境挑战转化为提升 生活质量的发展机遇。他强调油气和矿业部为保护环境和减少碳排放所做的努 ...

部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输 或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我们均不承担任何责任。 台H 研究中心能化团队 2025/12/26 -P G 内院CFR华 CP预测合 山东烷基 山东液化气 丙烷CIF日本 纸面进口利润 日期 华南液化气 山东醚后碳四 主力基差 华东液化气 目似 化油 E 2025/12/19 4398 4500 4380 573 504 497 4610 7150 -142 399 2025/12/22 4370 | 7150 4480 4388 580 536 202 4580 -213 355 2025/12/23 4475 4377 4370 7180 444 590 550 507 4580 -291 2025/12/24 4392 4320 4480 590 543 510 4570 7180 -277 398 2025/12/25 4520 4505 4389 4310 539 7150 413 l l I 0 B 日度变化 -10 -4 -50 -30 15 ...

Core Viewpoint - Despite the EU's commitment to purchase $750 billion worth of U.S. energy over the next three years, spending on U.S. oil and gas imports has decreased by 7% year-on-year over the past four months [1] Group 1: Import Trends - The EU has increased its imports of liquefied natural gas (LNG) from the U.S. since the trade agreement with Washington in August, but the overall import value has declined due to falling oil and gas prices [1] - From September to December, the total amount spent by the EU on U.S. LNG and oil was estimated at $29.6 billion [1] Group 2: Trade Agreement Insights - The non-binding trade agreement has not significantly driven additional purchases of U.S. commodities by the EU, as stated by Kpler's senior director Gillian Boccara [1] - Commodity procurement is primarily determined by economic factors such as transportation costs and profit margins, rather than political commitments, leading to the characterization of the procurement promise as "unrealistic" [1]

为深入贯彻落实国家碳达峰碳中和目标，充分发挥行业组织在绿色低碳发展中的桥梁纽带作 用，中国开发区协会碳中和专业委员会、中国能源报中国能源经济研究院零碳园区专委会拟联 合发起搭建"零碳建设研究平台"（下简称"研究平台"），整合"政产学研用"多方资源，汇聚行 业力量推进零碳园区领域标准建设、技术创新与产业协同，全面提升零碳园区、零碳工厂建设 综合服务能力。 现诚邀各有关单位作为发起单位参与研究平台建设，具体事项通知如下： | 直连经济分析课题研究,整合零碳技术与解决方案、金融资本、专业 | | --- | | 服务、高端人才等全链条资源,建立供需对接与项目招引机制,为园 | | 区提供一站式综合服务。 | | (四)强化行业交流与品牌传播。定期组织零碳园区考察调研、 | | 高端论坛交流活动,促进前沿理念与实践经验互鉴共融;依托权威媒 | | 体渠道提升联合体及成员单位品牌影响力。 | | 二、征集范围 | | 研究平台征集范围覆盖园区零碳转型价值链关键主体,包括但不 | | 限于以下类型单位: | | (一)国家及各省、自治区、直辖市、发展改革委、能源局、工 | | 业和信息化厅(局)、园区管委会、住房和城乡建 ...

Core Insights - The energy investment in China is expected to show strong growth and transition towards greener and newer sources, with a projected completion investment of 3.54 trillion yuan in key energy projects for the year, representing an 11% year-on-year increase [1] Investment Trends - Significant investments are noted in nuclear power, onshore wind power, distributed photovoltaic, and power grids, while new energy storage, charging and swapping infrastructure, and hydrogen investments are growing rapidly [1] - Private enterprises are actively participating in energy investments, with a year-on-year increase of 15% in completed investments [1] Policy and Mechanisms - The National Energy Administration and relevant departments are establishing and improving mechanisms for private enterprises to participate in nuclear power projects, with all 10 newly approved nuclear power units in 2025 expected to attract private capital, with a maximum shareholding of 20% [1] - Initiatives are being taken to encourage private investment in hydropower projects like Danba and to support market-oriented participation in oil and gas pipeline projects, along with the approval of four large private coal mine projects [1]

每经AI快讯，杰瑞股份（SZ 002353，收盘价：70.79元）12月25日晚间发布公告称，公司第六届第三十 一次董事会会议于2025年12月25日在公司五楼会议室以现场方式召开。会议审议了《关于2026年度预计 日常关联交易额度的议案》等文件。 （记者 王晓波） 2025年1至6月份，杰瑞股份的营业收入构成为：油气行业占比95.24%，新能源及再生行业占比4.76%。 截至发稿，杰瑞股份市值为725亿元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 ...

Core Insights - The article emphasizes the need to accelerate the construction of a modern infrastructure system to support national development and rejuvenation efforts, focusing on high-quality development rather than mere scale growth [1] Group 1: Infrastructure Development - The article advocates for optimizing the supply structure of infrastructure by balancing development needs with environmental and fiscal capacities, enhancing the quality and efficiency of existing infrastructure, and promoting a comprehensive green and low-carbon transition [1] - In the transportation sector, it highlights the importance of utilizing existing resources effectively, improving the efficiency of new infrastructure projects, and implementing modern maintenance practices [1] - The energy sector is urged to increase the share of renewable energy, ensure a safe and orderly transition from fossil fuels, and develop a new power system that enhances stability and peak supply capabilities [1] Group 2: Reform and Innovation - The article calls for deepening reforms in key areas, including market-oriented reforms and investment financing reforms, to enhance the dynamism and vitality of infrastructure development [2] - In transportation, it suggests reforms in the comprehensive transportation system, railway system, and air traffic management, while encouraging private sector participation in construction and operation [2] - The energy sector is encouraged to establish a unified national electricity market and improve mechanisms for large-scale renewable energy integration into the grid, alongside optimizing oil and gas pipeline operations [2]