华油能源(01251)发布公告，于2025年9月26日，公司的附属公司CNG与PIONEER OIL INDONESIA(POI) 订立营运合作协议。根据营运合作协议，CNG已同意与POI在印度尼西亚贾邦登加区块的某区域开展油 气勘探、开发及生产活动。 倘若勘探工作取得成功，并且从贾邦登加区块某区域实现收益，根据营运合作协议，CNG与POI间的利 润分成将按50:50的比例进行分配。 POI为一家于印度尼西亚注册成立的公司，主要从事业务为油气田的勘探与开发。该公司由谢云金和熊 彬婕分别持有50%和50%的股权。 本营运合作协议旨在为CNG提供资金支持，以加快对贾邦登加区块的勘探与开发进程。该协议将通过 整合CNG与POI双方的资源、专业知识和经验，形成协同效应，从而有效且高效地推进该区块的勘探与 开发工作。 根据营运合作协议，POI将承担贾邦登加区块某区域的全部营运成本。在协议签署后的三年内，POI将 投入最高达到2亿美元的资金。根据营运合作协议，CNG不承担任何出资义务。 ...

倘若勘探工作取得成功，并且从贾邦登加区块某区域实现收益，根据营运合作协议，CNG与POI间的利 润分成将按50:50的比例进行分配。 本营运合作协议旨在为CNG提供资金支持，以加快对贾邦登加区块的勘探与开发进程。该协议将通过 整合CNG与POI双方的资源、专业知识和经验，形成协同效应，从而有效且高效地推进该区块的勘探与 开发工作。 根据营运合作协议，CNG已同意与POI在印度尼西亚贾邦登加区块的某区域开展油气勘探、开发及生产 活动。根据营运合作协议，POI将承担贾邦登加区块某区域的全部营运成本。在协议签署后的三年内， POI将投入最高达到2亿美元的资金。根据营运合作协议，CNG不承担任何出资义务。 格隆汇9月26日丨华油能源(01251.HK)公告，根据生产共享合同，CNG作为贾邦登加区块的承包商负责 执行石油营运，并将享有该项目70%的利润分成。董事会欣然宣布，于2025年9月26日，公司附属公司 CNG与PIONEER OIL INDONESIA("POI")订立营运合作协议。 ...

公司秉持"资源为王、技术为本"的核心发展理念，深耕油气产业链，坚定不移做大做强油气勘探开发业 务。目前，哈萨克斯坦坚戈区块已初步形成规模化产能，项目整体开发进入高效实施阶段，本次收购有 利于进一步提升项目勘探开发效率，实现增储上产和降本增效目标，同时将提升公司权益储量和产量规 模，为公司长远发展提供持续快速增产动能和潜力。 智通财经APP讯，中曼石油(603619.SH)发布公告，为进一步提升发散油气资源量和权益产量，公司全 资子公司中曼石油天然气集团(海湾)公司(简称"中曼海湾")拟收购昕华夏国际能源开发有限公司(简称"昕 华夏能源")下属全资子公司 China Rising Energy International (Cayman) Co., Limited(简称"昕华夏开曼")持 有的Rising EnergyInternational Middle East FZCO(简称"昕华夏迪拜")49%股权。本次股权收购交易金额 为5.63亿元人民币(折合7931.83万美元)，收购完成后，中曼海湾将持有昕华夏迪拜100%股权，从而间接 持有坚戈区块100%权益。 ...

Core Viewpoint - Zhongman Petroleum (603619.SH) announced the acquisition of a 49% stake in Rising Energy International Middle East FZCO from Xinhua International Energy Development Co., Ltd for 563 million RMB (approximately 79.32 million USD), aiming to enhance oil and gas resource volume and production rights [1] Group 1: Acquisition Details - The acquisition will allow Zhongman Gulf, a wholly-owned subsidiary, to hold 100% of Rising Energy International Middle East FZCO, thereby indirectly owning 100% rights in the Kenge block [1] - The transaction amount is 563 million RMB, which is equivalent to 79.32 million USD [1] Group 2: Strategic Importance - The company adheres to the core development philosophy of "resources are king, technology is fundamental," focusing on the oil and gas industry chain [1] - The Kenge block in Kazakhstan has begun to form scalable production capacity, and the overall project development has entered an efficient implementation phase [1] - This acquisition is expected to improve exploration and development efficiency, achieve increased reserves and production, and reduce costs while enhancing the company's equity reserves and production scale [1]

今年年初，在塔克拉玛干沙漠腹地，我国首口超万米科探井——深地塔科1井成功在地下10910米完钻， 成为亚洲第一、世界第二垂直深度井，首次发布万米以下取得的岩芯标本，实现"深地"领域的重大突 破。 当前，随着我国中浅层油气资源勘探开发进入中后期，向地球深部挺进已成为保障我国能源安全的重大 战略任务。我国深层、超深层油气资源量达671亿吨，超过总量的三分之一，勘探开发潜力巨大。 "超深层已成为我国油气资源增储上产的主阵地。"塔里木油田企业首席专家王春生介绍，近年来，塔里 木油田深地油气勘探开发持续突破，关键核心技术体系的自主攻关能力不断提升，累计完钻8000米以深 井占全国50%以上，找到的超深层油气储量占全国的四分之三，超深油气年产量达2047万吨，成为我国 最大的超深油气生产基地。 在中国石油新疆油田，页岩油是增储上产的希望。"页岩油作为非常规油气，近年来是我们发力的新方 向。"新疆油田吉庆油田作业区总地质师陈依伟在钻井作业现场仔细观察着钻井岩屑的成分。今年前7个 月，该示范区页岩油累计产量已突破100万吨，相较去年提前了近4个月，油气生产进一步提速，为我国 页岩油开发提供了技术支持和可借鉴的范例。 新疆作为 ...

Core Insights - The International Energy Agency (IEA) reports that approximately $540 billion annually is required for exploration and development to maintain current oil and gas production levels until 2050 [1][4] - Global oil and gas exploration spending is projected to reach $570 billion this year, but is expected to decline slightly in 2024, indicating a need for accelerated transition in fossil fuel demand [1] - Without continued investment, global oil production capacity could decline by 5 million barrels per day annually, equivalent to the total production of Norway and Brazil combined, representing a 40% increase since 2010 [1] Group 1 - The IEA emphasizes the critical need for investment to avoid significant production losses in the oil sector [4] - The current market shows a complex situation where, despite an oversupply expected in the next two years, non-OPEC supply growth is predicted to stagnate by early 2026 [4] - IEA Director Fatih Birol warns that upstream investment gaps will lead to substantial annual losses in oil production, urging the industry to take swift action to maintain supply stability [4]

Core Insights - The report highlights that in 2024, China's oil and gas production reached a historic high of 4.09 million tons, marking a continuous increase for eight years, and successfully completed the "Seven-Year Action Plan" two years ahead of schedule [1][8]. Group 1: Production and Exploration Achievements - In 2024, China's crude oil production reached 213 million tons, nearing historical peaks, while natural gas production exceeded 246.5 billion cubic meters, maintaining a growth of over 10 billion cubic meters for eight consecutive years [1][8]. - The marine and unconventional oil and gas sectors were the main contributors to production growth, with marine oil and gas production exceeding 85 million tons and shale oil production increasing by 35% year-on-year to over 6 million tons [1][2]. Group 2: Exploration Breakthroughs - The exploration sector focused on five key areas: deep and ultra-deep layers, marine, unconventional, new regions, and mature exploration areas, achieving significant breakthroughs [2]. - Notable achievements include the completion of China's first ultra-deep well "Deep Earth Taka 1" at a depth of 10,910 meters and the discovery of major oil fields in the Pearl River Mouth Basin and Qiongdongnan Basin [2]. Group 3: Technological Innovations - In 2024, China made significant advancements in oil and gas geological theory, exploration and development technologies, and equipment autonomy, enhancing the industry's technological capabilities [3]. - The introduction of high-density seismic exploration technology and advancements in shale gas drilling techniques led to an additional crude oil production of over 36 million tons in 2024 [3]. Group 4: Green Transition and Renewable Energy Integration - The oil and gas industry accelerated its integration with renewable energy, adding over 4 million kilowatts of solar and wind power capacity in 2024, and achieving record geothermal heating area [4]. - The application of CCUS (Carbon Capture, Utilization, and Storage) technology deepened, with 10 new CCUS-EOR projects added in 2024, cumulatively injecting 14.73 million tons of CO2 [4]. Group 5: Future Outlook - For 2025, the oil and gas industry aims to focus on high-quality development, with plans to maintain crude oil production at 200 million tons and continue increasing natural gas production by over 10 billion cubic meters for nine consecutive years [4].

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has successfully implemented its "14th Five-Year Plan," achieving significant milestones in energy security, green transformation, and technological innovation, with confidence in meeting all targets by the end of the year [2][3]. Group 1: Energy Security and Production Growth - CNOOC has completed its oil and gas reserve increase and production "seven-year action plan" two years ahead of schedule, contributing over 70% of the national crude oil increase last year [4]. - The company has made breakthroughs in deep-water exploration and development, enhancing its understanding of marine resources and achieving significant discoveries in previously unexplored areas [4][5]. - CNOOC's integrated collaboration has led to record production levels, with the Bohai Oilfield aiming to exceed 40 million tons this year and the South China Sea East Oilfield surpassing 20 million cubic meters annually [5]. Group 2: Green Development Initiatives - CNOOC has achieved year-on-year reductions in energy consumption and carbon emissions since the start of the "14th Five-Year Plan" [6][7]. - The company has implemented a comprehensive green development strategy, focusing on carbon reduction, pollution control, and energy structure transformation [7][8]. - Major projects, such as the offshore oilfield shore power project, have been completed, and the company has exceeded national energy efficiency targets in refining and chemical sectors [9]. Group 3: Technological Innovation and New Energy Development - CNOOC has received national awards for its technological advancements in deep-water gas field development and oil and gas exploration [11]. - The company has developed key technologies and equipment, enhancing its capability to convert marine resources into tangible production [11][12]. - CNOOC is actively investing in strategic emerging industries, with a 21.8% increase in investment in these sectors, and is focusing on digital transformation and artificial intelligence applications [12].

Core Viewpoint - The company successfully acquired the oil and gas exploration rights for the Ningxia Liupan Mountain Basin Haiyuan Block for RMB 85.38 million and received the exploration license from the Ministry of Natural Resources of the People's Republic of China [1] Group 1: Investment Details - The total investment for the exploration project is expected to not exceed RMB 130 million [1] - The funding for this project will come from the company's self-raised funds, which will be invested in phases according to the project's progress [1] Group 2: Project Objectives - The project aims to systematically study the geological data related to oil and gas in the Liupan Mountain Basin Haiyuan Block, analyze the structural, stratigraphic, and sedimentary characteristics of the block [1] - The company intends to summarize the geological conditions for oil and gas accumulation, optimize exploration deployment, and accelerate project implementation to achieve exploration breakthroughs [1]

长江材料公告，公司以人民币8538万元竞拍成功宁夏六盘山盆地海原区块石油天然气探矿权，并取得了 中华人民共和国自然资源部颁发的《矿产资源勘查许可证》。目前，公司已向自然资源部备案完成《宁 夏六盘山盆地海原区块石油天然气勘查实施方案》，将按照勘查实施方案组织勘查施工。本次勘查施工 区域为宁夏六盘山盆地海原区块选定的有利勘查区，预计总投资不超过人民币1.3亿元。 ...