马来西亚国家 石油公司：马来西亚国家石油公司与卡塔尔能源签署20年液化 天然气供应协议。 ...

Core Viewpoint - Qatar Energy has signed a long-term helium sales and purchase agreement with Air Liquide, committing to supply 300 million cubic feet of helium annually, which will enhance the stability of helium supply for high-end manufacturing sectors such as semiconductors and medical imaging [1] Group 1: Company Developments - Qatar Energy's helium production capacity is expected to more than double, driven by the expansion of the North Field LNG project [1] - Air Liquide, as an early customer and technology provider for Qatar's helium production facilities, will utilize the helium in advanced applications including semiconductor and fiber optic manufacturing [1] Group 2: Market Implications - Qatar's expansion and long-term agreement are anticipated to further secure the global helium supply, supporting the development of critical industries such as semiconductors and medical imaging [1]

中化新网讯 1月29日，中原油田白庙浅层储气库如期启动首轮采气。8口采气井有序开启，现场运行平 稳，首日采气计划量150万立方米。 该储气库是中原储气库群的最新成员，依托低产浅层油气藏改建而成，设计库容7.08亿立方米，工作气 量3.43亿立方米，日采气规模可达500万立方米。 作为华北及黄河流域天然气调峰与应急保供的关键设施，该储气库首轮采气的顺利启动，进一步完善了 中原储气库群的调峰体系，为区域天然气稳定供应再添重要保障。 此次采气作业将有效补充冬季用气高峰的供应缺口，提升区域能源供应韧性，为民生用气、工业生产及 供暖保障提供坚实支撑，助力国家天然气产供储销体系建设，筑牢能源安全防线。 ...

Group 1 - The core viewpoint of the news is that the National Energy Administration is ensuring stable energy supply during the winter season, especially in light of increased cold weather and high electricity demand [1][2][3] - As of January 4, 2026, the maximum national electricity load reached 1.351 billion kilowatts, marking a historical winter peak, with subsequent days seeing the load exceed 1.4 billion kilowatts for the first time [1] - The coal inventory at national regulated power plants was reported at 220 million tons as of January 27, sufficient for 26 days, indicating a stable coal supply for winter peak demand [2] Group 2 - The refined oil market in China is expected to maintain a weak demand in 2025, with a projected consumption of 378 million tons, a decrease of 2.9% year-on-year [2] - Natural gas consumption during the heating season reached 119.52 billion cubic meters as of January 27, reflecting a year-on-year increase of 4.6%, with stable domestic and imported gas supplies [2] - The National Energy Administration is coordinating with local governments and energy companies to enhance monitoring and response to adverse weather conditions, ensuring energy supply stability during the winter and upcoming Spring Festival [3]

此外，绿色发展理念深度融入运营全链条。本周期注气期间，国内首台兆瓦级天然气压差发电机组持续 运行，通过回收管网压力能，实现发电与节能降耗双赢，展现了能源保供与低碳转型的协同推进。（杨 凯 白晓斌 张超） 高效保供的背后，是精细化管理与技术创新提供的"硬核支撑"。华北油田针对各库地质特点与运行压 力，实施"一库一策、一井一法"的差异化采气策略。技术团队深化注采规律研究，通过"分阶段调配、 分区域控制"，充分释放产能，确保地下气库高效均衡采出。 同时，数字化转型与核心技术自主化取得双重突破。新建成的调控中心作为"智慧大脑"，依托自动化系 统对压力、流量、温度等参数进行24小时实时监测与可视化管控，形成"调控中心－作业区中控室"两级 联动、秒级响应的指挥体系。通过持续技术攻关，库群成功实现压缩机PLC控制柜等关键设备的国产化 替代，打破了核心部件长期依赖进口的局面，为稳定运行装备了可靠的"中国心"。 在全力提产保供的同时，安全生产始终是库群坚守的生命线。面对严寒风雪，库区建立"网格化+清单 式"风险隐患排查机制，加密对管线、阀门、压缩机等关键设施的巡检，确保隐患早发现、早处置。通 过深化精准化岗检与网格化属地管理， ...

随着新产能陆续上线，2026年，液化天然气（LNG）供给将从紧张转向相对宽松，全球将进入新一轮"买方市场"。 综合多家机构最新预测，随着新产能陆续上线，20 26年，液化天然气（LNG）供给将从紧张转向相对宽松，全球将进入新一轮"买方市 场"。鉴于需求增长势头整体趋缓，预计价格将随之走低。不过，价格下降将刺激亚洲等主要进口国加大购买力度，伴随欧洲将在低价 窗口期补充库存以备来年供暖季所需，需求有望得到小幅提振。整体来看，受地缘政治风险、经济增长放缓等因素制约，需求增幅有 限，这波LNG供应增长浪潮或将持续至20 29年。 市场普遍对LNG供应过剩发出警告，但卡塔尔、阿联酋等出产国仍然认为，未来能源需求强劲，强调中长期供应投资不足。 新增产能释放致价格承压 综合标普、开普勒、睿咨得能源最新预测，20 26年，全球将有至少3 500万吨/年的新增LNG产能投入运营，主要来自美国和卡塔尔；全 球LNG供应量预计将达到4.6亿至4.8 4亿吨，年增长率可能高达10%。 国际能源署指出，2025至2030年间，在建和已作出最终投资决策的项目，每年将有近3000亿立方米新增LNG产能投入运营。全球将迎 来 迄 今 最 大 ...

□ 本报记者周永金 江苏港口众多，货物吞吐量长期位居全国前列。在"双碳"目标引领下，全面推进零碳码头建设具有重要 意义。 省政协委员，中海石油气电集团有限责任公司党委委员、副总经理李峰建议，完善政策支持与市场激励 机制，加大财政金融扶持力度，营造良好的零碳产业发展生态。同时，要推动港口作业流程与装备全面 绿色转型，打造"零碳作业"示范场景。此外，他还提出要建设覆盖全省港口的智慧能源与碳管理平台， 推广智能化生产调度系统，全面提升江苏港口在全球航运网络中的绿色竞争力与枢纽能级。 ...

目标公司的主要业务为天然气批发及零售业务，包括液化天然气及压缩天然气分销。目标公司与多间主 要燃气公司合作，担任该等燃气公司的供应商。于2025年，目标公司的销售额为约人民币2400万元，并 逐步于中国各地建立稳定销售渠道。目前目标公司采用"企业对企业"营运模式，长期目标为进一步发展 成为专注于清洁能源的综合性企业。在中国政府政策支持下，天然气于低碳能源替代高碳能源过程中扮 演关键角色。董事会认为，收购事项将为集团开拓清洁能源业务提供契机，实现收入来源多元化。 集团主要于中国香港、中国澳门、中国台湾及中国大陆从事华贵品牌手表、时计及配件的分销业务以及 物业投资。业内持续受到非必需消费支出疲弱及宏观经济不确定性的挑战，导致消费需求持续疲软。预 期奢侈品市场于短期内仍将继续受压。在此背景下，管理层对现有业务采取审慎态度，并持续探索潜在 机会，以实现集团业务及收入来源的多样化，并减轻任何潜在风险与不确定性的影响。 智通财经APP讯，SINCEREWATCH HK(00444)发布公告，于2026年2月3日，买方(公司全资附属公司北 京麦立威尔科技有限公司)、卖方冯梅英女士及担保人订立股权转让协议，买方拟向卖方收购目 ...

每日经济新闻 地缘政治催化，石油景气度持续修复，2月3日，石油ETF（561360）收涨近3%，资金抢筹，近20日净 流入超20亿元。 光大证券指出，全球战略资源博弈加剧，深海资源战略价值凸显。地缘局势紧张抬升油价，考虑到美国 页岩油边际成本高企、OPEC+平衡油价的诉求以及2026年原油需求预期向好，预计油价在60美元/桶～ 80美元/桶区间宽幅震荡，中高位运行为石化板块景气奠定基础。供给端，炼化扩能接近尾声，在"反内 卷"政策及"油转化"加速背景下，行业供需有望改善，迈向高质量发展。化纤方面，涤纶长丝新增产能 较少，产能结构性优化加速。整体来看，石化行业供需态势有望持续改善，景气度持续修复。 石油ETF（561360）跟踪的是油气产业指数（H30198），该指数主要涵盖石油、天然气勘探、开采及服 务等相关领域的上市公司证券，以反映油气产业链相关上市公司证券的整体表现。该指数成分股具有较 强的周期性特征，受国际油价波动影响较大，是跟踪能源行业表现的重要指标之一。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观 ...

Core Viewpoint - Victory Energy is expected to turn a profit in 2025 with a projected net profit of 15 million to 19.5 million yuan, compared to a loss of 16.89 million yuan in the previous year, although the net profit excluding non-recurring gains is still expected to be negative [1][4]. Financial Performance - The projected net profit attributable to shareholders is between 15 million and 19.5 million yuan, a significant improvement from the previous year's loss of 16.89 million yuan [1][4]. - The net profit excluding non-recurring gains is expected to be between -21.5 million and -15.5 million yuan, compared to -17.95 million yuan in the same period last year [1][4]. - Basic earnings per share are projected to be between 0.0531 yuan and 0.0691 yuan, compared to -0.0838 yuan in the previous year [4]. Factors Influencing Performance - The performance improvement is primarily driven by an increase in non-operating gains, including asset disposal income, government compensation, and investment income [1][6]. - The main business faces challenges due to a loose supply-demand balance in the international natural gas market, low gas prices, and intensified competition, which pressure prices and profit margins [1][6]. - The execution of a long-term agreement for imported LNG has negatively impacted the company's main business performance, as previously indicated in the 2024 performance forecast [6]. Market Activity - Despite the challenging fundamentals, Victory Energy's stock has shown strong performance, with a 213.97% increase over a period of 12 consecutive trading days [7]. - The stock price surge coincided with the announcement of a share acquisition plan by Qiteng Robotics, which aims to acquire up to 44.99% of Victory Energy for over 1.6 billion yuan [7]. Accounting Adjustments - Victory Energy announced a significant adjustment to its financial data due to accounting errors, which resulted in a reduction of reported revenues and costs for previous periods [8][9]. - The adjustments were made following a directive from the Shandong Securities Regulatory Commission, which identified discrepancies in revenue recognition practices [9]. Future Outlook - The company faces multiple tasks, including improving its main business, facilitating the change in control, and enhancing financial compliance, all while aiming for sustainable development [9].