□ 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].

证券日报网讯2月3日，陕天然气（002267）在互动平台回答投资者提问时表示，公司始终致力于以专 业、真诚的态度为投资者提供全面、深入的公司信息，帮助投资者更好地理解公司的经营状况和发展战 略。 ...

中辉能化观点 | 品种 | 核心观点 | 主要逻辑 | | --- | --- | --- | | | | 中东地缘缓和，油价回落，短期仍有较强不确定性。地缘：中东地缘拉扯， | | 原油 | 谨慎看空 | 美伊谈判仍有较大不确定性，油价波动加剧，短期防风险为主；核心驱动： | | ★ | | 供给过剩格局仍未扭转，需求淡季到来，油价仍有下行压力；关注变量： | | | | 美国页岩油产量变化，俄乌以及中东地缘进展。 | | | | 中东地缘缓和，成本端油价大幅回落，液化气跟随油价回落。成本端油价 | | LPG | | 短期受地缘扰动反弹走强，沙特上调 2 月 CP 合同价，成本端利好；供需 | | ★ | 谨慎看空 | 方面，液化气商品量出现下降，PDH 开工率维持在 70%上方，下游化工 | | | | 需求存在韧性；库存端利多，港口库存环比下降。 | | L | | 两油石化库存重新累库，寒潮影响阶段性回落，盘面回吐地缘和天气溢价， | | ★ | 空头盘整 | 短期产业可关注逢高套保机会。近期装置陆续回归，预计本周产量环比增 | | | | 加，基差跌至同期低位，关注后市需求验证情况。 | | | ...

普亚内表示，项目重启是重要里程碑，将助力莫桑比克跻身全球主要LNG出口国。查波总统称，项目 复工印证了国际社会对莫桑比克的信心，将激活劳动力市场、巩固地区能源枢纽定位，提升该国地缘战 略价值。据悉，该合资项目由道达尔能源等多方持股。 中化新网讯 1月29日，道达尔能源董事长兼CEO帕特里克·普亚内与莫桑比克总统丹尼尔·查波共同宣 布，200亿美元莫桑比克LNG项目全面重启。此次重启源于2025年11月7日项目财团决议，解除2021年 宣布的不可抗力状态。 莫桑比克政府重申将全力支持项目重启，妥善处理不可抗力期间相关问题，并联合卢旺达采取安保措施 保障项目安全。目前，阿丰吉项目现场海陆施工已全面恢复，集结超4000名施工人员，其中本地员工超 3000人，项目整体进度达40%，主体设备设计与采购已完成，预计2029年产出首批LNG。该项目将为莫 桑比克带来显著经济收益，建设期间可提供至多7000个直接就业岗位，本土企业合同总额预计超过40亿 美元。 ...

Core Viewpoint - Oil prices experienced a significant drop, with various factors contributing to the volatility in the market, including geopolitical tensions and supply-demand dynamics [4][5][20]. Market Dynamics - On Monday, oil prices fell sharply, with WTI crude oil futures closing at $62.14 per barrel, down $3.07 or 4.71%, and Brent crude oil futures at $66.30, down $3.02 or 4.36% [6][22]. - The decline in oil prices was attributed to a combination of easing geopolitical tensions, particularly between the U.S. and Iran, and a rise in global oil inventories as supply concerns diminished [5][21]. Supply and Demand Factors - Recent data indicated a rebound in global oil inventories, with the impact of North American cold weather subsiding and production at Kazakhstan's Tengiz oil field resuming [5][21]. - The market is expected to remain in a cautious wait-and-see mode as investors anticipate the outcomes of U.S.-Iran negotiations, which could further influence oil prices [21]. Recent Developments - OPEC+ has been monitoring compliance with production quotas, with November's production reported at 37.625 million barrels per day, which is 505,000 barrels below target levels [23]. - The European natural gas futures market saw a significant drop of over 12%, attributed to warmer weather forecasts and improved LNG supply, alleviating short-term supply concerns [24][26]. Price Trends - The European natural gas price fell to approximately €34.3 per megawatt-hour, down from a seven-month high of €40 per megawatt-hour [25][29]. - Despite the recent price drops, European gas storage levels remain low at around 41.1%, indicating ongoing supply vulnerabilities [29].

Core Viewpoint - The company plans to issue an asset-backed special plan (similar to REITs) using the Zhoushan LNG pipeline assets to improve capital structure, optimize operational models, and enhance asset efficiency in response to national policy initiatives [1][10]. Group 1: Issuance Plan Overview - The underlying asset for the issuance will be the Zhoushan LNG pipeline project held by the company's subsidiary [1]. - The proposed issuance scale is up to RMB 4.5 billion, subject to regulatory approval [2]. - The product duration will not exceed 18 years [3]. - The issuance interest rate will be determined based on market conditions at the time of issuance [4]. - The issuance will be conducted at face value [5]. - The trading venue for the securities will be the Shanghai Stock Exchange [6]. - The raised funds will be used for repaying bank loans and supplementing working capital in compliance with national laws and regulations [6]. Group 2: Transaction Structure - The special plan will be established once the total subscription amount meets or exceeds the target fundraising scale [7]. - Investors will sign a subscription agreement to entrust their funds to the plan manager, who will manage the special plan and issue asset-backed securities [7]. - The plan manager will enter into a custody agreement with a custodian to safeguard the assets of the special plan [9]. - The company will provide liquidity support for the priority asset-backed securities and cover any necessary fees to maintain rights [8]. - Newao Tianjin will have priority acquisition rights over the underlying assets and securities [8]. - The plan manager will sign operational management service agreements with Newao Pipeline for business operations and asset management [9]. - The plan manager will also enter into agreements for equity transfer and loans with Newao Pipeline [9]. - The asset-backed securities will be registered and traded on the Shanghai Stock Exchange [9]. Group 3: Board Meeting and Authorization - The company's board of directors approved the issuance plan on February 2, 2026, deeming it beneficial for business development and capital structure improvement [10]. - The board authorized the management to handle all matters related to the special plan, including necessary documentation and adjustments based on market conditions [10][11]. Group 4: Impact of the Issuance - The issuance is expected to optimize the company's asset-liability structure, enhance asset turnover efficiency, and broaden financing channels [12]. - It will not affect the operation of the Zhoushan LNG receiving station, ensuring stability in the operation of the pipeline assets [12].

齐鲁晚报.齐鲁壹点李自强通讯员马桂山刘晶晶 2月1日，在董家口海事局的密切监护下，北方地区参与春运能源运输的首艘LNG(液化天然气)运输船"科斯莫优雅"轮，安全靠泊董家口港区青岛LNG接收 站；2月2日，该船完成卸载后离泊，标志着2026年春运期间华北地区海上清洁能源运输保障工作全面启动。 "科斯莫优雅"轮载运的6.6万吨液化天然气，可气化为超过1亿标准立方的天然气，能够满足超600万户家庭一个月的用气需求，有效缓解冬季高峰期间华 北地区天然气供应压力。 作为华北地区重要能源接转枢纽，青岛LNG接收站供气范围覆盖山东、河北、江苏、河南等多省市。今年以来已累计接卸液化天然气资源40万吨，单日 气化外输天然气最高达2715万方，单日LNG槽车充装外运最高达4600吨。 2月2日，春运启幕，载运6.6万吨液化天然气的"科斯莫优雅"轮在董家口港区青岛LNG接收站完成卸载后离泊，这标志着2026年春运期间华北地区海上清 洁能源运输保障工作全面启动。山东海事和港口等多部门联动，保障华北地区海上能源运输通道安全畅通，为区域民生用气和工业生产筑牢保障防线。 为确保春运期间LNG船舶海上运输安全有序，天然气供应稳定充足，山东多 ...