2025年我国可再生能源发电量达到约4.0万亿千瓦时，超过欧盟27国用电量之和。 文丨本报记者 王林 国家能源局发展规划司副司长邢翼腾介绍，能源安全保障有力有效。202 5年是"十四五"以来能源保供成效最好的一年。原煤生产保持 稳定，规上工业原煤产量同比增长1.2%。油、气产量双创历史新高，规上工业原油产量同比增长1.5%，规上工业天然气产量同比增长 6.2%。电力供应平稳有序，一批特高压直流输电工程投产送电，电力系统互补互济水平持续提升。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编丨李慧颖 1月3 0日，国家能源局召开新闻发布会，《中国能源报》记者在会上了解到，2025年，我国能源供应保障能力有效提升，供需总体宽 松，多项重要政策举措密集出台，行业健康有序发展，新型能源体系建设基础持续夯实，助力我国经济持续回升向好。 绿色低碳转型步伐加快。 制定出台新能源集成融合发展、促进新能源消纳和调控等一系列政策措施，助力新能源发展提质增效。全年 风电光伏新增装机超过4.3亿千瓦、累计装机规模突破18亿千瓦，可再生能源发电装机占比超过六成。 可再生能源发电量达到约4 .0万 亿千 ...

责任编辑：王奕博 当地时间1月28日，欧盟委员会执行副主席里贝拉警告称，欧盟对从美国进口的液化天然气的依赖程度 正在显著增加。她表示，2025年，来自美国的液化天然气占欧盟进口总量的58%。尽管这帮助欧盟减少 了对俄罗斯天然气的依赖，但欧盟应该继续致力于液化天然气进口的多元化，并充分利用成员国内部资 源，发展新能源。 ...

Core Viewpoint - The National Energy Administration reports that fuel supply for power plants is stable, ensuring energy security during the peak winter season, particularly with the upcoming Spring Festival [1] Group 1: Fuel Supply and Energy Security - Nationally, the fuel supply for power plants is solid and reliable, with coal reserves in key heating regions exceeding 25 days [1] - The domestic refined oil market is well-supplied, with stable inventories, maintaining a balance between supply and demand during the peak winter season [1] - As of January 27, the cumulative natural gas consumption during the heating season reached 119.52 billion cubic meters, a year-on-year increase of 4.6% [1] Group 2: Natural Gas Supply - Both domestic and imported pipeline gas are operating at relatively high and stable levels [1] - Underground gas storage facilities and coastal LNG receiving stations have sufficient adjustment capacity to ensure natural gas supply during the peak winter season [1] Group 3: Preparedness for Adverse Weather - The National Energy Administration will collaborate with relevant provinces and energy companies to enhance monitoring and response to adverse weather conditions, such as low temperatures and snow [1] - The aim is to ensure a stable and orderly energy supply, providing strong support for citizens to have a warm winter and a peaceful New Year [1]

新华财经巴库1月30日电（记者周良）阿塞拜疆趋势网站29日援引阿塞拜疆国家统计委员会的数据报 道，2025年1月至11月，阿塞拜疆向意大利出口87.75亿立方米天然气，出口金额为42.34亿美元。 数据显示，2024年1月至11月，阿塞拜疆向意大利出口了89.31亿立方米天然气，出口金额为36.37亿美 元。和2024年同期相比，2025年前11个月阿塞拜疆出口意大利的天然气金额增加5.97亿美元，增幅达 16.4%。如果按照天然气出口量计算，去年前11个月阿塞拜疆出口意大利的天然气则减少了1.56亿立方 米，降幅为1.8%。 2025年前11个月，阿塞拜疆天然气出口总量达228.04亿立方米，出口金额为81.17亿美元。与2024年同期 相比，出口额增加5.133亿美元，增幅为6.7%；出口量则减少7.18亿立方米，降幅为3%。与此同时， 2025年前11个月，阿塞拜疆进口了2.52亿立方米天然气，价值3915.1万美元。 （文章来源：新华财经） ...

证券代码：600803 证券简称：新奥股份 公告编号：临2026-004 新奥天然气股份有限公司 关于反担保事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 公司参股公司重庆龙冉能源科技有限公司（以下简称"重庆龙冉"）向银行申请15,500万元融资，其控 股股东重庆涪陵能源实业集团有限公司（以下简称"涪陵能源"）为其提供全额连带责任保证担保，公司 拟按持股比例向涪陵能源提供2,170万元连带责任保证反担保。2026年1月29日，公司与涪陵能源签署了 《反担保协议》。 本次反担保事项已经公司于2025年12月10日召开第十一届董事会第六次会议、2025年12月26日召开的 2025年第三次临时股东会审议通过。 二、被担保人基本情况 ■ 三、主债务人基本情况 ■ ● 被担保人名称：重庆涪陵能源实业集团有限公司。 ● 截至本公告披露日，公司为重庆龙冉按持股比例向涪陵能源提供人民币0.23亿元连带责任保证反担保 （不含本次，下同）。 ● 本次担保属于反担保。 ● 累计担保情况 ■ 一、反担保情况概述 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global natural gas industry has undergone a complete cycle from demand collapse and low prices to supply shocks and price surges, leading to a structural reshaping of global trade patterns [2][13] - By 2025, the global natural gas market is expected to be in a state of "tight balance" with demand growth slowing to 0.9% and supply remaining tight due to reliance on North American LNG projects [2][4] - The LNG market is entering a "super expansion cycle" from 2026 to 2030, with an expected cumulative addition of approximately 202 million tons of LNG capacity, primarily concentrated in North America and the Middle East [3][47] Summary by Sections 1. Review of 2020-2024: From Supply Shock to Structural Reshaping of Trade Patterns - The global natural gas industry experienced extreme price fluctuations, with TTF spot prices rising from an average of about 4-5 USD/MMBtu in 2020 to 80-90 USD/MMBtu in August 2022, before falling back to around 10 USD/MMBtu by 2025 [13] - The EU's LNG import share increased from 9% in 2021 to about 19% in 2023, while the US became the largest LNG exporter with 88.4 million tons in 2024 [22] 2. Current Situation in 2025: Tight Balance and Regional Demand Differentiation - The global natural gas market is characterized by a "tight balance" with demand growth slowing to approximately 0.9%, driven by high prices and macroeconomic uncertainties [2][4] - North American LNG supply is expected to increase significantly, with major contributions from projects like Plaquemines and Corpus Christi [32][35] 3. Outlook for 2026-2030: Supply Side - LNG "Super Expansion Cycle" - 2026 is projected to be a critical turning point for the global LNG "super expansion cycle," with an expected cumulative addition of about 202 million tons of LNG capacity, representing a 40% increase from 2025 [3][47] - The supply landscape is shifting from a "multi-polar" to a "US-Qatar dual-core" model, enhancing the pricing power of LNG in global markets [3][47] 4. Outlook for 2026-2030: Demand Side - Moderate Growth and Regional Differentiation - Global natural gas demand is expected to grow at a compound annual growth rate of approximately 1.56% from 2025 to 2030, with significant growth in the Asia-Pacific region, particularly driven by China [4][41] - European demand is anticipated to decline due to renewable energy substitution and decarbonization policies, while North American demand growth is projected to be below 1% [4][41] 5. US Gas Prices: Price Upcycle Driven by LNG Exports and Power Demand - The US natural gas market is transitioning from a tight balance to a shortage, with Henry Hub prices expected to rise significantly by 2027, supported by LNG exports and power demand from data centers [5][6] - The cost of new natural gas wells in the US is projected to stabilize between 3-3.5 USD/MMBtu, providing a long-term price floor for Henry Hub [5][6]

Core Viewpoint - The recent surge in electronic prices is driven by a structural transformation due to explosive growth in the AI industry and rising upstream raw material costs, rather than simple cyclical fluctuations. The demand for AI is expected to continue growing rapidly, and under the backdrop of a weak dollar and resource nationalism, metal prices are likely to rise further, extending the electronic price surge into the end of this year and possibly early next year [1] Information Technology - By Q2 2025, memory prices are expected to reach a cyclical turning point due to production cuts by manufacturers and improved end-user demand. As major manufacturers shift capacity towards high-margin products like HBM, the supply of consumer-grade memory chips will continue to shrink, leading to an expanding supply-demand gap and rising prices. By the end of 2025, the rising costs of industrial metals and other raw materials will cause price increases to spread from memory chips to passive components, testing, packaging, and other segments of the entire industry chain, thereby increasing cost pressures on consumer electronics [2] - The Philadelphia Semiconductor Index, Taiwan Semiconductor Industry Index, and DXI Index have all risen this week, along with increases in DRAM and NAND memory prices. The three-month rolling year-on-year growth rate of semiconductor manufacturing equipment shipments from Japan has narrowed, while the three-month rolling year-on-year decline in optical cable production has also narrowed. Panel prices have increased, and the three-month rolling year-on-year growth rate of NB LCD shipments has expanded [2] Midstream Manufacturing - This week, prices for some positive electrode materials, lithium raw materials, and cobalt products have increased, while the prices of lithium hexafluorophosphate and DMC have decreased. The photovoltaic price index has risen, with prices for silicon materials increasing, while prices for silicon wafers and components have remained stable. The three-month rolling year-on-year decline in the production of packaging equipment has narrowed, and the three-month rolling year-on-year growth rate of metal forming machine tool production has also narrowed. The four-week rolling average of port cargo throughput and container throughput has increased year-on-year [3] Consumer Demand - Prices for fresh milk have risen, while the comprehensive price of sugar has decreased. Pork prices have increased, with the wholesale price of piglets remaining stable compared to last week, and the average price of live pigs has decreased. In terms of pig farming profits, both self-bred and purchased pig farming profits have increased. In the broiler farming sector, the price of broiler chicks has decreased. The vegetable price index has decreased, while the futures settlement price of corn has increased, and the futures settlement price of cotton has decreased. The ten-day average of box office revenue has increased, while the ten-day average of movie ticket prices has decreased [3] Resource Products - The ten-day average transaction volume of construction steel has decreased, while the prices of steel billets have remained stable and rebar prices have decreased. In terms of coal prices, the price of Qinhuangdao mixed power coal has decreased, while the price of Shanxi coking coal at Jingtang Port has increased. The futures settlement prices of coke and coking coal have both decreased. In terms of inventory, coal inventory at Qinhuangdao Port has increased, while coking coal inventory at Jingtang Port has decreased, and coke inventory at Tianjin Port has increased. The national cement price index has decreased. Brent crude oil prices have increased, and the national chemical product price index has risen week-on-week, with chemical prices generally increasing, particularly for fuel oil and asphalt. This week, industrial metal prices have generally risen, with prices for copper, aluminum, zinc, tin, cobalt, and nickel increasing, while lead prices have decreased, and most inventories have risen. The prices of gold and silver in the spot and futures markets have increased [4] Financial Real Estate - The net injection in the money market has occurred. The turnover rate and daily transaction volume of A-shares have decreased. The land transaction premium rate has increased, while the transaction area of commercial housing has decreased. The number of second-hand houses listed for sale nationwide has decreased, while the listing price index has increased [4] Public Utilities - The ex-factory price of natural gas has increased. The year-on-year decline in the average daily power generation of key national power plants over a 12-week rolling period has narrowed [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002267证券简称：陕天然气公告编号：2026-003 陕西省天然气股份有限公司关于非独立董事辞职暨提名非独立董事候选人、调整董事会 专门委员会委员的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、非独立董事辞职情况 陕西省天然气股份有限公司（以下简称"公司"）董事会于近日收到公司非独立董事张栋先生、郭娜女士 的书面辞职报告。 张栋先生因工作调整，申请辞去第六届董事会董事职务，同时辞去第六届董事会战略委员会委员相关职 务，其原定任期为公司第六届董事会届满为止。辞职后，张栋先生将不在公司及控股子公司担任任何职 务。根据《公司法》《深圳证券交易所上市公司自律监管指引第 号——主板上市公司规范运作》等法律法规以及《公司章程》的有关规定，张栋先生的辞职未导致公司 董事会成员低于法定人数，其辞职报告自送达公司董事会之日起生效。截至本公告披露之日，张栋先生 未持有公司股份，后续股票交易也将继续遵守中国证监会及深圳证券交易所相关规定，不存在未履行完 毕的公开承诺，其辞职不会影响公司正常生产经营。 郭娜女 ...

根据公司初步统计，2025年第四季度，本公司及子公司按合并报表口径完成输/售气量137,307.62万立方 米，同比增加0.59%，其中售气量124,938.57万立方米，同比增加3.78%；代输气量12,369.05万立方米， 同比减少23.25%。截至2025年12月31日，累计完成输/售气量525,481.96万立方米，同比减少10.71%，其 中售气量477,054.00万立方米，同比减少7.47%；代输气量48,427.96万立方米，同比减少33.63%。 格隆汇1月29日丨新天绿能(600956.SH)公布，根据公司初步统计，2025年第四季度，本公司及子公司按 合并报表口径完成发电量4,442,555.09兆瓦时，同比增加3.66%；完成上网电量4,338,170.75兆瓦时，同 比增加3.66%。截至2025年12月31日，累计完成发电量15,210,416.24兆瓦时，同比增加7.71%；累计完成 上网电量14,844,623.57兆瓦时，同比增加7.71%。2025年1-12月，公司平均上网电价（不含税）为0.41 元/千瓦时，较去年同期下降4.52%；公司市场化交易电量9,821,643 ...

寒潮引发天然气市场剧变，美国天然气期货波动率升至2022年以来最高。空头误判天气被迫平仓，年内收益尽数清零。 由于北极寒潮席卷美国大部地区导致天然气需求激增，天然气期货价格在短短数日内翻倍。分析公司普勒有限公司（Kpler Ltd.）表示，这场市场 动荡让押注价格下跌的投机者蒙受损失，其中包括大宗商品交易顾问（CTA）等部分市场参与者。 美国天然气期货的波动率飙升至该合约35年历史中罕见的水平，此次极寒天气推升了天然气需求，同时令供应陷入停滞。尽管目前尚无法评估 CTA的损失总额，但显而易见的是，这场突发的涨势抹去了他们今年以来的全部收益，而价格暴涨时投资者争相平仓空头头寸的行为，实则进一 步助推了涨势。 约一周前，随着供暖和发电用天然气需求开始飙升，冻堵的油井和泵站导致美国国内天然气供应减少16%。 普勒公司称，随着天然气期货价格突破关键关口，部分CTA通过平仓空头头寸并转回多头，成功控制了损失规模。 普勒公司数据显示，1月16日（周五）收盘时，部分CTA持有天然气期货100%的空头头寸。当周周末期间，天气预报发生重大转变，预警一场大 范围的冬季风暴即将形成并席卷美国大部地区。 1月20日（周二）美股恢复交 ...