此次改造并非推倒重建，而是在保障区域持续供电的前提下，进行的一场高难度的"心脏不停跳搭桥手 术"。电力分公司明确了"安全可靠、清洁高效、智能可控"三大目标，推动变电站实现系统性跨越。 改造中，户外敞开式开关场升级为全室内200千伏GIS设备，结构更紧凑，抗恶劣环境能力全面提升； 倒闸操作实现计算机远程一键执行，大幅降低人为风险。同时，变电站增强了系统调度灵活性，为"火 电+绿电+储能"多元协同运行提供关键支撑，初步建成区域清洁电力汇集与调节枢纽。此外，通过部署 在线监测设备，构建起实时感知与诊断体系，运维模式由"被动检修"转向"主动防控"。 胜利油田滨海区域蕴藏着丰富的陆海油气资源，这里年产原油达807万吨，占油田总产量的34%，接近 全国年产量的4%。区域内电网结构完善、风光热资源富集，用能场景多元，已成为传统能源与清洁能 源融合创新、高效利用的"决胜主战场"。 肩负为滨海区域输送不竭动力重任的，正是220千伏新孤变电站——这座油田电压等级最高、规模最大 的枢纽变电站，堪称区域电网的"心脏"。 据了解，新孤变电站已持续运行超过30年，承担着海洋、孤东等六家开发单位的供电任务，年转供电量 达16亿千瓦时，占全 ...

这是12月1日在天津市滨海新区拍摄的渤海油田渤西油气处理厂（无人机照片）。截至12月1日，渤海油 田渤西油气处理厂今年累计向天津市供应天然气超4亿立方米，为当地提供清洁能源保障。 新华社图文 制图/韩景丰 ...

（文章来源：新华社） 人民财讯12月1日电，截至12月1日，渤海油田渤西油气处理厂今年累计向天津市供应天然气超4亿立方 米，为当地提供清洁能源保障。该厂通过实施流程优化，按供需变化适时调配气源和气量，全力保障当 地居民冬季用气安全顺畅。 ...

| 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入 (元) 游资净占比 散户净流入 (元) 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | -325.47万 | -8.72% | 37.52万 | 1.01% | 287.95万 | 7.72% | | 000968 蓝焰控股 | | -337.78万 | -4.72% | 443.07万 | 6.19% | -105.29万 | -1.47% | | 600759 洲际油气 | | -3131.61万 | -5.41% | 533.88万 | 0.92% | 2597.73万 | 4.49% | | 600938 中国海油 | | -1.09亿 | -7.45% | 7181.55万 | 4.90% | 3728.11万 | 2.55% | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日油气开采板块主力资金净流出1.47 ...

Investment Rating - The report maintains a neutral investment rating for the petrochemical industry, with specific recommendations for various companies based on their performance and market conditions [16]. Core Insights - Natural gas demand is expected to recover in 2026 after a significant slowdown in 2025, with global demand growth projected at 2% [6][10]. - The report highlights a tightening supply-demand balance in the downstream polyester sector, with improved outlooks for companies like Tongkun Co. and Wankai New Materials [16]. - Oil prices are expected to stabilize, with a neutral outlook for 2026, while companies like China Petroleum and CNOOC are recommended for their high dividend yields [16]. Summary by Sections Natural Gas Market - Global natural gas demand growth for 2025 is projected at only 0.5%, primarily driven by Europe, while Asian demand remains flat [6]. - In 2026, demand growth is expected to recover to 2%, with Asia-Pacific leading the increase at around 5% [6][10]. - Current low inventory levels in Europe and Japan are anticipated to support relatively strong gas prices during the heating season [8]. Oil Market - Brent crude oil prices have shown a slight increase, closing at $63.20 per barrel, while WTI prices reached $58.55 per barrel [20]. - The report notes a decrease in the number of active oil rigs in the U.S., indicating a potential slowdown in production growth [29]. - Global oil demand is expected to grow by 790,000 barrels per day in 2025, with the U.S., China, and Nigeria being the main contributors [42]. Petrochemical Sector - The downstream polyester sector is experiencing a tightening supply-demand balance, with recommendations for companies like Hengli Petrochemical and Rongsheng Petrochemical [16]. - The report indicates that the refining sector is seeing improved margins, with domestic refining margins increasing by 244 RMB/ton month-on-month [50]. - Ethylene prices in Northeast Asia have stabilized, while the price spread between ethylene and naphtha has increased, indicating favorable conditions for ethylene production [59][62].

Core Viewpoint - The National Energy Administration has approved and released two industry standards for shale gas, which will provide critical technical support for the scientific selection and efficient development of shale gas in China [1] Group 1: Industry Standards - The two approved standards are titled "Evaluation Method for Shale Gas Reservoir Preservation Conditions" and "Technical Specifications for Evaluation of Shale Gas Fracturing Interference" [1] - These standards were led by the Jianghan Oilfield Exploration and Development Research Institute [1] - The implementation date for these standards is set for March 28, 2026 [1] Group 2: Implications for Shale Gas Development - The new standards are expected to enhance the scientific selection process and improve the efficiency of shale gas development in China [1]

Investment Rating - The report maintains a "Positive" outlook on the petrochemical industry, with specific recommendations for various companies based on their performance and market conditions [3]. Core Insights - Natural gas demand is expected to recover, with short-term price stability anticipated due to low inventory levels during the heating season of 2025-2026. The International Energy Agency (IEA) forecasts a global natural gas demand growth of 2% in 2026, with Asia-Pacific demand potentially reaching 5% [5][6][8]. - The upstream sector is experiencing a mixed trend, with oil prices showing a slight increase while drilling day rates for self-elevating platforms are rising. Brent crude oil futures closed at $63.20 per barrel, reflecting a 1.02% increase week-on-week [5][23]. - The refining sector is seeing a decline in overseas refined oil crack spreads, while olefin spreads are increasing. The Singapore refining margin for major products dropped to $19.61 per barrel, a decrease of $7.03 from the previous week [5][60]. - The polyester sector is witnessing a mixed performance, with PTA profitability rising while polyester filament profitability is declining. The PTA price in East China averaged 4625 RMB per ton, down 0.04% week-on-week [5][57]. Summary by Sections Upstream Sector - Brent crude oil futures closed at $63.20 per barrel, with a week-on-week increase of 1.02%. The U.S. commercial crude oil inventory rose to 427 million barrels, up 2.78 million barrels from the previous week [5][23][25]. - The number of U.S. drilling rigs decreased to 544, down 10 rigs week-on-week and 38 rigs year-on-year [34][37]. Refining Sector - The Singapore refining margin for major products was reported at $19.61 per barrel, down $7.03 from the previous week. The U.S. gasoline RBOB-WTI spread was $17.96 per barrel, slightly up from the previous week [5][60][65]. Polyester Sector - The PTA price in Asia was reported at $827.37 per ton, down 0.22% week-on-week. The PTA-PX spread increased to 266.40 USD/ton, up 7.05 USD/ton from the previous week [5][57]. Investment Recommendations - The report recommends focusing on quality companies in the polyester sector such as Tongkun Co. and Wan Kai New Materials, as well as large refining companies like Hengli Petrochemical and Rongsheng Petrochemical due to expected improvements in profitability [5][18].

我国将继续坚持对虚拟货币的禁止性政策，持续打击虚拟货币相关非法金融活动 国家航天局设立商业航天司持续推动商业航天高质量发展 数据中心过热致芝商所中断交易超10小时媒体：凸显数字经济时代市场交易平台过度集中存在风险 据中国人民银行29日消息，中国人民银行日前召开打击虚拟货币交易炒作工作协调机制会议。会议强调，虚拟货币不具有与法定货币等同的法律地位，不具 有法偿性，不应且不能作为货币在市场上流通使用，虚拟货币相关业务活动属于非法金融活动。稳定币是虚拟货币的一种形式，目前无法有效满足客户身份 识别、反洗钱等方面的要求，存在被用于洗钱、集资诈骗、违规跨境转移资金等非法活动的风险。会议要求把防控风险作为金融工作的永恒主题，继续坚持 对虚拟货币的禁止性政策，持续打击虚拟货币相关非法金融活动。（新华财经） 国家金融监督管理总局11月29日发布通知，指导银行业保险业全力做好香港大埔火灾的金融保障服务等工作，高效查勘理赔，做好保险保障服务，加强金融 信贷支持，积极助力受灾重建。（新华社） 据应急管理部网站29日消息，日前，国务院安委会印发通知，部署开展高层建筑重大火灾风险隐患排查整治行动，聚焦有人员居住和活动的高层民用建筑 （ ...

转自：看台海 近年来，我国商业航天在政策牵引、技术突破与市场驱动下，以全产业链协同创新，完成了历史性的跨越。国家航天局相关负责人介绍，当前我国商业航 天企业数量超600家，在确保安全的前提下逐步释放商业航天发展潜力。 塔里木油田新增超深天然气产能20亿立方米 两部门紧急协调援助应急装备物资全力支持香港大埔火灾应对处置后续工作 记者从应急管理部获悉，为妥善做好香港大埔火灾应对处置后续工作，按照中央港澳办统筹安排，针对香港特区政府有关需求，国家防灾减灾救灾委员会 办公室、应急管理部29日启动应急物资政社协同保障机制，协调应急关爱基金会以及阿里、韩红、壹基金、爱德、字节跳动等基金会，向香港特区政府紧 急提供便携式户外充电站、承重搬运机、鼓风机、呼吸器、护目镜、防护服、头灯、防水靴等应急装备物资，全力支持香港特区政府做好应对处置后续工 作。 此外，根据香港消防处需求，国家消防救援局在前期已援助照明无人机、双光侦察无人机、外骨骼机械装备、灭火救援靴等应急装备物资基础上，再次向 香港特区政府提供防护靴等物资支持。 国家航天局设立商业航天司 持续推动商业航天高质量发展 记者29日从国家航天局获悉，该局已于近期设立商业航天司 ...

Core Insights - The article highlights the addition of 2 billion cubic meters of natural gas production capacity from ultra-deep wells in China's West-to-East Gas Transmission project, enhancing energy security for the country [1] Company Summary - China Petroleum's Tarim Oilfield has successfully drilled 27 ultra-deep gas wells this year, utilizing advanced 10,000-meter drilling technology [1] - The new natural gas production capacity is a significant contribution to China's energy supply, providing a boost to energy security [1] Industry Summary - The development of ultra-deep natural gas resources is crucial for meeting China's growing energy demands and ensuring energy security [1] - The successful drilling and production from ultra-deep wells indicate advancements in drilling technology and resource extraction capabilities within the industry [1]