人工智能竞赛的白热化，正同步催生一场能源产业的蓬勃发展浪潮。这场浪潮不仅正在重塑美国的电力 生产模式，更从天然气基础设施、公用事业系统到行业监管等多个维度，带来了可能持续数十年的深远 变革。 天然气生产商正以前所未有的速度扩建输气管道；公用事业公司已获得监管部门批准，将投入数十亿美 元用于相关建设；电力设备制造商的订单积压量，足以支撑其扩大工厂产能。 能源行业已成为人工智能产业发展的强力支持者，为美国科技行业在这场激烈的AI竞赛中抢占先机， 提供了坚实的政治与经济双重支撑。 美国最大天然气生产商EQT公司首席执行官托比・赖斯于7月宣布达成一项协议，将为宾夕法尼亚州荷 马城一座拟建的大型离网人工智能数据中心供应天然气。该数据中心选址于一座近期爆破拆除的燃煤电 厂旧址，配套建设的天然气发电厂将成为全美规模最大的同类设施，可承载高达440万千瓦的人工智能 计算算力，而该地区恰好是美国电力负荷最紧张的区域之一。 业界几乎达成一项共识：从公用事业公司、设备制造商到天然气生产商，整个美国电力系统都需要对已 使用数十年的老旧基础设施进行大规模投资，才能跟上人工智能时代的发展步伐。纠结于"人工智能泡 沫是否会破裂"这一非此即 ...

Industry Overview Upstream - Energy: The price of liquefied natural gas has declined [2] - Agriculture: The price of pork has slightly rebounded [2] - Non-ferrous metals: The prices of aluminum, nickel, copper, and zinc have significantly rebounded [2] Midstream - Chemical industry: The PX operating rate reached a seasonal high yesterday, while other chemical products were at a low level [2] - Energy: The coal consumption of power plants was at a seasonal low [2] Downstream - Real estate: The sales of commercial housing in first- and second-tier cities continued to recover [2] - Services: The number of domestic flights increased [2] Key Industry Price Indicators Agriculture - Spot price of corn: 2,248.6 yuan/ton, -0.06% year-on-year [34] - Spot price of eggs: 6.4 yuan/kg, 0.63% year-on-year [34] - Spot price of palm oil: 8,480.0 yuan/ton, -0.98% year-on-year [34] - Spot price of cotton: 15,602.8 yuan/ton, 0.35% year-on-year [34] - Average wholesale price of pork: 18.0 yuan/kg, 2.10% year-on-year [34] Non-ferrous Metals - Spot price of copper: 100,653.3 yuan/ton, 6.06% year-on-year [34] - Spot price of zinc: 23,952.0 yuan/ton, 3.87% year-on-year [34] - Spot price of aluminum: 23,323.3 yuan/ton, 5.98% year-on-year [34] - Spot price of nickel: 139,250.0 yuan/ton, 6.66% year-on-year [34] - Spot price of aluminum: 17,343.8 yuan/ton, 0.40% year-on-year [34] - Spot price of rebar: 3,228.0 yuan/ton, -0.09% year-on-year [34] Ferrous Metals - Spot price of iron ore: 817.1 yuan/ton, 1.02% year-on-year [34] - Spot price of wire rod: 3,492.5 yuan/ton, 0.72% year-on-year [34] - Spot price of glass: 12.8 yuan/square meter, -0.23% year-on-year [34] Non-metals - Spot price of natural rubber: 15,575.0 yuan/ton, 1.08% year-on-year [34] - China Plastic City Price Index: 752.7, 0.30% year-on-year [34] Energy - Spot price of WTI crude oil: 57.3 US dollars/barrel, 1.02% year-on-year [34] - Spot price of Brent crude oil: 60.8 US dollars/barrel, 0.25% year-on-year [34] - Spot price of liquefied natural gas: 3,238.0 yuan/ton, -2.18% year-on-year [34] - Coal price: 795.0 yuan/ton, -0.75% year-on-year [34] Chemical Industry - Spot price of PTA: 5,079.1 yuan/ton, 0.45% year-on-year [34] - Spot price of polyethylene : 6,410.0 yuan/ton, 0.52% year-on-year [34] - Spot price of urea: 1,725.0 yuan/ton, -1.85% year-on-year [34] - Spot price of soda ash: 1,208.6 yuan/ton, -1.40% year-on-year [34] - National cement price index: 135.3, -0.57% year-on-year [34] Real Estate - Building materials composite index: 115.3 points, -0.09% year-on-year [34] - National concrete price index: 90.4 points, 0.00% year-on-year [34] Other Information Production Industry - On the afternoon of January 5th, Chinese President Xi Jinping held talks with South Korean President Lee Jae-myung in the Great Hall of the People in Beijing. The two sides emphasized strengthening cooperation in emerging fields such as artificial intelligence, green industries, and the silver economy [1] Service Industry - The application for the child-raising subsidy in 2026 has been fully open since January 5th. As of 12:00 on the 5th, the child-raising subsidy information management system was operating smoothly. The biggest change in the online application for the 2026 child-raising subsidy is the addition of a renewal function. As of now, all 31 provinces (autonomous regions and municipalities) in China have issued the 2025 child-raising subsidy, with a cumulative number of over 24 million people, and the issuance rate in 2025 reached about 80% [1]

Core Insights - The global LNG supply is projected to reach 594 million tons by 2030, a significant increase of 42% from 418 million tons in 2024, leading to a potential supply surplus of approximately 15 million tons in the international market [1] - The energy production landscape in Africa is shifting, with North Africa's traditional dominance in natural gas production expected to decline to around 40% by 2035, while Sub-Saharan Africa's supply could quadruple by 2050 [1] - Morocco aims to leverage its strategic geographic position and advanced port facilities to become a regional logistics hub and energy transit center, despite lacking abundant natural gas resources [1] Group 1 - The Nazour Mediterranean port, set to begin operations in the second half of 2026, will serve as a key component of Morocco's energy strategy, featuring the country's first LNG infrastructure [2] - The port will provide nearly 800 hectares of industrial land initially, with plans to expand to 5,000 hectares in the long term [2] - The Nigeria-Morocco gas pipeline project, with an investment of approximately $25 billion, aims to transport Nigeria's natural gas resources to regional markets and Europe [2] Group 2 - Successful advancement of Morocco's planned energy projects could enhance its position in the global energy landscape, while delays or insufficient funding may exacerbate market volatility due to global LNG supply surplus [2]

Core Viewpoint - The arrival of the LNG carrier "Pan Africa" at the Lusi Port marks the commencement of energy supply efforts in the Yangtze River Delta for 2026, enhancing energy security for the East China region during winter [1][7]. Group 1: LNG Shipment Details - The "Pan Africa" vessel unloaded approximately 61,000 tons of liquefied natural gas, equivalent to 145,000 cubic meters, which can meet the annual gas needs of about 376,000 households [3]. - This LNG shipment is expected to significantly bolster the region's energy supply capacity during winter, supporting stable economic and social operations [3]. Group 2: Safety and Operational Measures - LNG carriers operate in extremely low temperatures of -163°C, necessitating high safety standards. The Nantong Maritime Bureau coordinated traffic organization plans and utilized information technology for real-time monitoring to ensure safe and efficient port operations [5]. - The Bureau's efforts included joint patrols and channel clearance, as well as on-site escort by patrol boats, to establish a robust safety defense for maritime operations [5]. Group 3: Strategic Importance of Lusi Port - The stable operation of the Lusi Port LNG receiving station is crucial for optimizing the regional energy structure and ensuring supply chain continuity [7]. - The Nantong Maritime Bureau plans to enhance supply and transportation mechanisms to support energy security during the 14th Five-Year Plan period, contributing to the development of a distinctive "Water Transport Jiangsu" [7].

2024年，俄罗斯LNG产量同比增长5.4%，达到3470万吨，低于预期的3520万吨。 中化新网讯 俄罗斯政府近期更新的能源领域长期发展战略规划预测，到2030年LNG产量将达9000万至 1.05亿吨，到2036年将达1.1亿至1.3亿吨。俄罗斯联邦副总理诺瓦克表示，由于西方对俄罗斯能源行业 的制裁，导致俄罗斯液化天然气(LNG)年产量实现1亿吨的目标比此前公布的计划推迟数年。将比计划 推迟"数年"。 俄罗斯目前占全球LNG市场份额为8%。该国计划在2030年至2035年间将这一份额提高到20%，但西方 制裁阻碍了这一目标的实现，北极LNG-2开发项目也成为制裁对象。 欧盟将于2027年1月1日起完全停止进口俄罗斯LNG。北极LNG-2项目于2023年12月投产，但直至2025年 8月才向贸易方交付首批货物。 ...

Core Insights - The United States is projected to export 111 million tons of LNG in 2025, becoming the first country to exceed the 100 million tons mark in annual exports, leading Qatar by nearly 20 million tons and increasing by approximately 23 million tons compared to 2024, solidifying its position as the world's largest LNG supplier [1] Group 1: Export Growth - The growth in LNG exports is primarily driven by the commissioning of new projects, such as the Plaquemines LNG project, which achieved an annual shipment volume of 16.4 million tons after commencing exports [1] - U.S. export terminals maintained high utilization rates throughout the year, with December 2025 setting a monthly export record of 11.5 million tons [1] Group 2: Market Dynamics - Europe remains the main destination for U.S. LNG, as the region continues to replace Russian gas and meet winter demand, with approximately 9 million tons shipped to Europe in December 2025 alone [1] - Turkey's LNG purchases surged at the end of the year, with the volume of U.S. LNG bought in December 2025 exceeding that of the entire Asian market [1] - Egypt has also emerged as a significant buyer due to domestic supply shortages [1] Group 3: Industry Transformation - In less than a decade, the U.S. has transformed from a net LNG importer to a country that supplies about one-quarter of the global LNG trade, driven by flexible contracts, offshore pricing models, and abundant shale gas resources, making U.S. LNG products highly attractive to buyers seeking supply security [1] Group 4: Future Developments - Additional LNG capacity in the U.S. is set to come online in 2026, with the Plaquemines project aiming to reach full production, and several smaller projects continuing to increase output [2] - The first production line of the Golden Pass LNG project is also expected to begin production later this year [2]

中化新网讯 2025年12月22日，维尔利与中油合能（四川）新能源开发有限责任公司在成都中国石油西 南油气田分公司举行签约仪式，就维尔利沼气资源化利用项目产出的约1100万立方米生物天然气绿色权 益购销交易达成合作。这是国内首例生物天然气从生产端到应用端跨区域消纳应用的案例。 维尔利集团总裁李遥介绍，维尔利生物能源公司现有9个在执行的生物天然气项目，生物天然气总产能 接近1亿立方米/年，力争在2~3年内完成日产生物天然气100万立方米的战略目标。中国石油西南油气田 分公司经济与管理首席专家贺志明提出了西南油气田分公司与维尔利集团在生物天然气领域共同投资、 产品输配、绿气购销、绿气认证、技术装备研发等一系列合作建议。 未来双方将充分发挥各自在技术、资源与市场渠道方面的优势，共同推进生物天然气在区域能源结构优 化与碳减排领域的规模化应用，为城市和工业的低碳转型提供一条可量化、可交易、可复制的绿色能源 应用路径。 ...

公司不涉及机器人相关业务，公司主营业务仍为液化天然气采购、运输及销售，未发生重大变化，收购 方不存在未来十二个月内的资产重组计划，收购方不存在未来12个月内对上市公司及其子公司的资产和 业务进行出售、合并、与他人合资或合作的计划，或上市公司拟购买或置换资产的重组计划，收购方不 存在未来36个月内通过上市公司借壳上市的计划或安排。 公告称，收购方七腾机器人参与本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金的申 请仍在审批阶段，是否可以申请成功尚存在不确定性，请广大投资者注意投资风险，理性决策，审慎投 资。 公司6日晚间发布公告提示，近期公司股票价格显著偏离大盘指数和行业指数，短期波动幅度较大，已 明显偏离市场走势，存在较高的炒作风险，目前公司股价已严重偏离上市公司基本面，未来存在快速下 跌的风险。 今日复牌的胜通能源（001331）再度涨停，斩获13连板，续创新高。截至发稿，该股报50.94元/股，涨 停板上封单超3万手。 ...

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来源：中国金融信息网 新华财经北京1月5日电（郑大伟）截至2026年1月5日，中国能化现货估价指数报784.33点，较前一工作日（12月31日，下 同）下跌1.38点，跌幅为0.18%，较基期（2024年7月2日）下跌215.67点，跌幅为21.57%。 其中，石油行业估价指数报753.88点，较前一工作日上涨0.24点，涨幅为0.03%。 天然气行业估价指数报845.82点，较前一工作日下跌20.71点，跌幅为2.39%。 今日国内能化现货估价指数整体微跌，行业间走势依旧有所分化。石油及化工行业微幅收涨，液化气局部地区价格领涨 能化行业。天然气则在供应与天气因素压制下，多数地区价格承压降价，液厂补跌促销情况普遍，现货成交节奏未见明 显变化，下游采购仍以刚需为主，市场观望情绪延续。 表：当期中国能化现货监测估价情况 （单位：元／吨，山东、上海、舟山保税船燃 单位：美元／吨） | 行业 | 品类 | 详情 | 当期价格 | 上期价格 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 石油 | 原油 | 山东港进口到岸价 | 3120 | 314 ...