本次提供担保后，公司及控股子公司的担保额度总金额为8亿元，公司及控股子公司对外担保总余额6亿 元，约占公司2024年末经审计净资产的30.18%，均为公司或子公司对合并报表范围内单位提供的担 保。 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 （记者 王晓波） 每经AI快讯，首华燃气1月12日晚间发布公告称，公司控股子公司北京中海沃邦能源投资有限公司（以 下简称"中海沃邦"）拟通过额度授信的方式向兴业银行股份有限公司（简称"兴业银行"）申请授信。授 信总金额不超过人民币捌亿元整（小写：800,000,000元），其中：贰亿元用于中、短期流动资金贷款 （中期流贷敞口不超过壹亿元，期限不超过3年）、开立银行承兑汇票、商票贴现、国内反向保理，担 保方式为首华燃气科技（上海）股份有限公司提供连带责任保证担保。 公司于2026年1月12日召开第六届董事会第十五次会议，审议通过了《关于为控股子公司提供担保的议 案》，同意公司为上述用于中、短期流动资金贷款、开立银行承兑汇票、商票贴现、国内反向保理的贰 亿元授信 ...

关岭光伏场站 1月12日，记者从省政府召开的新闻发布会上获悉，贵州坚持把能源产业作为全省战略性支柱产业来打 造，"十四五"时期，全省能源投资累计4200亿元以上，新型综合能源基地产值占六大产业基地总产值 35%左右，2025年预计达到3100亿元。 煤炭产业结构战略性调整成效凸显，产能产量持续提升。2025年，全省生产及联合试运转煤矿产能达 2.16亿吨/年、较2020年增长30.1%，大中型煤矿产能占比提升至87.1%；调度原煤产量突破1.83亿吨、较 2020年增长48%。 新型电力系统加快构建，"水、火、风、光、储"多能互补格局持续巩固。截至2025年12月底，全省电源 装机1.05亿千瓦、较2020年增长39.2%；新能源装机达3891万千瓦、占总装机37%。 非常规天然气开发力度加大，煤层气、页岩气产量快速提升。2025年，全省非常规天然气产量达5.85亿 立方米、是2020年的13倍。 编辑 胥芬芳 二审 杨韬 三审 田旻佳 贵州日报天眼新闻记者 张秀云 杨静 郑星 实习生 吴芊慧 ...

首华燃气公告称，公司控股子公司中海沃邦拟向兴业银行申请不超8亿元授信，其中2亿元用于中、短期 流动资金贷款等，公司拟为此提供连带责任保证担保。公司合计持有中海沃邦67.50%股权。2025年1 - 9 月，中海沃邦营收14.00亿元，净利润6693.72万元。本次担保事项已通过董事会审议，尚需股东会审 议。提供担保后，公司及控股子公司担保额度达8亿元，对外担保余额6亿元，占2024年末净资产约 30.18%，无逾期担保。 ...

Core Insights - During the week of January 5 to January 11, China imported a total of approximately 1.88 million tons of LNG, significantly up from the previous week's 0.98 million tons, indicating a strong increase in LNG imports [1][4] Group 1: LNG Import Data - A total of 29 LNG vessels were imported through coastal LNG receiving stations in China during the specified week [1] - The largest share of imports came from Australia, with 10 vessels and an import volume of about 610,000 tons, accounting for approximately 33% of the total imports for that week [4] - The Shanghai Yangshan LNG receiving station received the highest number of vessels, totaling 5 ships and approximately 270,000 tons [4] Group 2: Future Import Predictions - For the upcoming week of January 12 to January 18, it is predicted that China will import 22 LNG vessels, with an estimated total volume of about 1.58 million tons [4][5] - The forecast includes various vessels from countries such as Russia, Australia, and Qatar, indicating a diverse sourcing strategy for LNG imports [6] Group 3: E-Gas System Overview - The E-Gas system, developed by the China Economic Information Service in collaboration with the Shanghai Petroleum and Natural Gas Exchange Center, provides real-time statistics on LNG international trade and other energy industry data [7]

2026年1月9日凌晨，一枚据称"无法拦截"的高超音速导弹撕裂乌克兰西部夜空，精准命中利沃夫战略 储气库。这里储存着乌克兰一半以上的天然气，距离北约边境仅60公里。 俄罗斯说这是报复，乌克兰说这是恐怖袭击。而十天前发生的那件事，才是这场大戏的真正导火索—— 91架无人机，直扑普京官邸。 "榛树"导弹的致命一击 2026年1月9日凌晨，乌克兰西部城市利沃夫的居民还在睡梦中，突然被一声巨响惊醒。紧接着，火光冲 天，浓烟滚滚。. 等天亮后人们才知道，被炸的是利沃夫地下战略储气库——这可不是普通的设施，它的储气量占乌克兰 全国储气库总量的一半以上，说它是乌克兰的"能源心脏"一点都不夸张。 更让人心惊的是，这次俄军动用的武器不是普通导弹，而是"榛树"高超音速中程弹道导弹。这玩意儿 有多厉害？飞行速度10马赫，也就是音速的十倍，从发射到命中，留给防空系统的反应时间几乎为零。 据说目前世界上还没有能拦截它的防空系统，这话可不是吹的，因为之前在实战中已经验证过多次了。 同一天，俄军还发动了大规模空袭，总共发射了36枚各型导弹和242架无人机，打击目标遍布乌克兰多 个关键基础设施。 基辅当天的情况尤其惨烈，4人死亡，25人受伤 ...

Group 1 - Qatar Energy has signed an agreement with Egypt's Natural Gas Holding Company to supply up to 24 LNG shipments by summer 2026, indicating a deepening energy cooperation between the two countries [1] - The agreement does not specify the exact quantity of LNG but marks a significant step in enhancing bilateral energy relations [1] - Qatar Energy will also initiate negotiations to increase long-term LNG supplies to Egypt, reflecting the growing energy demand driven by Egypt's economic and industrial growth [1] Group 2 - A memorandum of understanding has been signed between Qatar Energy and Egypt's Ministry of Petroleum and Mineral Resources to strengthen cooperation in the energy sector, particularly focusing on LNG supply [1] - Qatar Energy's President and CEO, Saad Sherida Al-Kaabi, emphasized that the agreement builds on the recent successful cooperation between the two nations [1]

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中国石油（601857）,中国石化（600028）,广汇能源（600256）,新奥股份（600803）,申能股 份（600642）,深圳燃气（601139）,重庆燃气（600917） 相关报告：智研咨询发布的《2026-2032年中国液化天然气(LNG) 行业市场调查研究及发展前景规划报 告》 根据国家统计局数据显示：2025年11月中国液化天然气产量为281万吨，同比增长15.4%；2025年1-11月 中国液化天然气累计产量为2684.5万吨，累计增长15.4%。 2020-2025年1-11月中国液化天然气产量统计图 数据来源：国家统计局，智研咨询整理 ...

Core Viewpoint - The Hunan 2026 Energy and Operation Work Conference emphasized the importance of high-quality energy development and outlined key tasks for the upcoming year, aiming to align with national energy strategies and ensure sustainable growth in the energy sector [1][4]. Summary by Sections Achievements in 2025 - The energy system in Hunan has made significant progress in 2025, completing all 18 target tasks set in the 14th Five-Year Plan, including the successful operation of major projects like ultra-high voltage and coal power plants [3]. - Energy supply capabilities have been notably enhanced, achieving zero power outages and ensuring stable supply of coal, oil, and gas for three consecutive years [3]. - The province has made strides in green and low-carbon transitions, with an expanding scale of renewable energy installations and improved energy storage facilities [3]. Key Focus Areas for 2026 - The conference outlined seven key areas of focus for 2026, including the high-quality implementation of the 15th Five-Year Energy Plan, which aims to establish a comprehensive provincial energy planning system [5]. - A total of 24 major energy projects are set to be advanced, with an annual investment target of 45.2 billion yuan, including significant expansions in power generation capacity [6]. Energy Infrastructure and Green Transition - The plan includes upgrading energy infrastructure, with expectations to add 2.32 million kilowatts of thermal power capacity and enhance energy networks [6]. - The promotion of renewable energy and clean coal utilization is prioritized, with initiatives to develop a reserve of new energy projects and expand public charging infrastructure [6][7]. Reform and Innovation - The conference stressed the need for deepening energy system reforms, including the introduction of quality low-cost energy resources and the establishment of a robust electricity market [7]. - There is a focus on cultivating energy industry clusters, particularly in electric equipment and renewable energy sectors, to enhance local manufacturing capabilities [7]. Energy Supply and Safety Measures - Ensuring energy supply during peak winter demand is critical, with measures to enhance safety protocols and emergency preparedness [8]. - The energy system is tasked with maintaining a reliable supply chain for electricity, coal, and natural gas, especially during extreme weather conditions [8]. Workforce Development - Strengthening the capabilities of the energy workforce is essential, with an emphasis on enhancing professional skills and fostering a culture of integrity and accountability [8].

天然气：LNG低位震荡，HH下方仍存支撑 研究员：吴晓蓉 期货从业证号：F03108405 投资咨询证号：Z0021537 目录 | 第一章 | 综合分析与交易策略 | 2 | | --- | --- | --- | | 第二章 | 基本面分析 | 4 | | 第三章 | 核心数据追踪 | 9 | 1 227/82/4 228/210/172 181/181/181 87/87/87 文 字 色 基 础 色 辅 助 色 137/137/137 246/206/207 68/84/105 210/10/16 221/221/221 208/218/234 综合分析与交易策略 2 227/82/4 228/210/172 181/181/181 87/87/87 文 字 色 基 础 色 辅 助 色 137/137/137 246/206/207 68/84/105 210/10/16 221/221/221 208/218/234 目录 137/137/137 第二章 基本面分析 4 第一章 综合分析与交易策略 2 第三章 核心数据追踪 9 3 227/82/4 228/210/172 181/181/181 8 ...

Investment Rating - The report indicates a cautious optimism regarding the oil market, with expectations that demand growth will exceed non-OPEC supply growth post-2027, suggesting a potential bottom for oil prices this year [1][4]. Core Insights - The oil market outlook has improved slightly, with investors showing a more favorable view on oil, while maintaining a cautious stance on natural gas [3][4]. - The natural gas market faces challenges due to an influx of liquefied natural gas (LNG) supply, with significant pressure anticipated from 2027 to 2029 [1][12]. - The overall activity level in the U.S. onshore oil and gas sector is expected to remain stable in 2026, with WTI crude oil prices potentially stabilizing around $40 per barrel [7]. - Canadian energy companies are gaining attention, with reduced selling pressure on Canadian oil stocks, particularly Suncor Energy, despite recent volatility due to geopolitical factors [9][10]. Summary by Sections Oil Market - Investors are slightly more optimistic about the oil market, with expectations of demand growth surpassing non-OPEC supply growth after 2027 [1][4]. - ConocoPhillips and Chevron are highlighted as companies to watch, particularly in relation to the evolving situation in Venezuela [5]. Natural Gas Market - The U.S. natural gas production is expected to grow at over 3%, but the LNG market is facing significant supply challenges [1][12]. - The report emphasizes a cautious outlook for natural gas, with a focus on the potential impacts of supply influx on pricing [12]. U.S. Onshore Oil and Gas Activity - The report anticipates that overall activity levels in the U.S. onshore oil and gas sector will remain stable in 2026, with no significant adjustments expected [7]. - The report notes that if WTI prices drop to the $40 range, the industry activity is likely to remain relatively stable [7]. Canadian Energy Sector - Canadian oil stocks are experiencing reduced selling pressure, with Suncor Energy being a notable player despite recent challenges [9][10]. - The report highlights the importance of Canadian companies in the global energy landscape, particularly in terms of technological innovation and sustainability [8]. Refining Industry - The global refining capacity is expected to grow at a slower pace than refined oil demand, leading to a structurally tighter market [22]. - The report suggests that the refining sector will perform well in the next 6 to 12 months, although it may face consolidation pressures [22].