来源：中国能源网 12月4日，第八届中国能源产业发展年会分论坛之一——2025中东能源投资论坛在京成功举办。 在以"新机遇、新挑战——投资中东能源"为主题的圆桌对话环节，圆桌对话主持人国际能源转型学会会 长、国际能源论坛（IEF）第四任驻会秘书长孙贤胜，与国际时事评论员、高级研究员艾那·唐根，中交 城市能源研究设计院有限公司总会计师陈可、安徽华晟新能源科技股份有限公司副总裁李鹏凯、上海氢 锐科技有限公司副总经理胡大麟围绕全球能源转型、中东能源投资机遇等展开热烈讨论。 以下为发言内容整理 国际能源转型学会会长、国际能源论坛（IEF）第四任驻会秘书长孙贤胜：中东能源投资机遇与风险并 存 全球能源转型加速，地缘政治格局动荡，中东作为传统的"世界油库"正站在历史性的十字路口。一方面 持续巩固其在碳氢化合物领域的优势，另一方面则大力开发可再生能源与未来产业，以实现经济多元 化。对全球投资者而言，这里既蕴含着巨大的机遇，也充满了复杂的挑战。 我们看到，当前全球能源体系正处于历史性的"十字路口"，而中东地区作为全球油气供应的核心枢纽， 也正处于能源变革的前沿阵地，其能源投资的战略逻辑、业态模式以及风险挑战正在经历深刻重构。 ...

Core Viewpoint - The Middle East is at a historical crossroads in energy investment, balancing its traditional hydrocarbon advantages with the development of renewable energy and economic diversification, presenting both opportunities and challenges for global investors [4][6]. Group 1: Investment Opportunities and Risks - The global energy transition is accelerating, and the Middle East, as a core hub for oil and gas supply, is undergoing profound restructuring in its energy investment strategies and risk challenges [6]. - Investors must possess precise risk judgment capabilities to assess whether project risks are manageable, especially in the hydrogen sector, which has faced challenges leading some companies to exit while others continue to pursue opportunities [6][8]. Group 2: Localization and Collaboration - Investors should deeply understand local conditions, including language and business culture, to navigate the diverse historical backgrounds and perspectives across the Middle East [8]. - Southern countries should actively seek collaboration opportunities to create a new economic force, recognizing the strategic importance of traditional resources even as they decline [8]. Group 3: Infrastructure and Global Strategy - China Communications Construction Company (CCCC) has achieved success in its globalization strategy through market brand advantages, regional deepening, and localized personnel [11]. - CCCC has established substantial operations in 158 countries, with over 3,000 projects globally, particularly in the Middle East, including the UAE and Kuwait [11]. Group 4: Technological Advancements in Renewable Energy - Anhui Huasheng New Energy Technology Co., Ltd. focuses on heterojunction technology, which is well-suited for the Middle East's environment, offering significant advantages in temperature coefficient and bifaciality [14][15]. - The company aims to commercialize its technology within five years, with a clear roadmap for industrialization, and is actively involved in establishing collaborative platforms for the solar energy industry [14][15]. Group 5: Hydrogen Energy Development - Shanghai Hydrogen Technology Co., Ltd. sees the Middle East as a key region for its global strategy, focusing on the development of green hydrogen ecosystems in collaboration with local enterprises [18]. - The company emphasizes the importance of technology and application scenarios in driving market expansion, despite some companies exiting the hydrogen sector [18].

三是构建面向未来的能源生态系统。着力培育智能微网、碳捕集利用与封存等新兴业态，打造智能互联、循环低碳的工业生态体系。 中国在能源技术、制造产能与市场发展方面正日益成为全球范围内的全面引领者。作为全球能源领域的重要力量，中国在装机规模、发 电能力、产业链完整性等方面具有显著优势，尤其在光伏、风电、储能等上游环节竞争力突出。这得益于中国在电网技术与工程建设方 面积累的深厚能力。与此同时，中东地区在能源转型进程中亦取得显著进展，其能源经济结构与许多国家高度互补，区域合作前景广 阔。 12月4日，第八届中国能源产业发展年会分论坛之一——2025中东能源投资论坛在京成功举办。阿联酋AIM全球基金会总干事瓦利德· 法加尔致辞。 以下为发言内容整理 当今世界正处于历史性的交汇点，我们面临着统筹能源安全与经济发展、应对气候变化与推动绿色转型的双重任务。 中东地区作为全球传统能源的核心板块，也正在经历一场深刻的变革。作为国际油气供应的重要支柱，中东各国在稳步保障油气出口收 益的同时，正以坚定的决心和切实的行动，加速推动自身能源结构转型升级，同时积极拓展可再生能源、氢能等新兴领域的国际合作与 发展空间。 可再生能源与氢能等新兴领 ...

Group 1: Global Energy and Shipping Signals - The Canadian government is easing restrictions on oil and gas investments to stimulate the sector and promote new export routes to Asia [1] - Europe is accelerating the development of green fuels, with projects like the new RoRo terminal in Immingham and a 200MW synthetic fuel plant in Oulu, indicating an upgrade in competition between ports and energy systems [1] - The global market is shifting from "high-pressure emission reduction" to "pragmatic development," while the green transition continues in a more industrialized and regionally competitive manner [1] Group 2: Singapore's Methanol Bunkering Licenses - The Maritime and Port Authority of Singapore (MPA) will implement a five-year methanol fuel bunkering license system starting January 1, 2026, allowing companies to build operational capabilities and supply chains [2][3] - Three companies, Global Energy Trading, Golden Island, and China National Petroleum International (Singapore), received the licenses, which require them to establish a comprehensive methanol bunkering system [2][3] - This initiative is a key step in Singapore's goal to become a multi-fuel bunkering hub, responding to increasing pressure for low-emission fuels in the shipping industry [2][3] Group 3: Collaboration on Ammonia Fuel Systems - Alfa Laval and Hanwha Ocean are collaborating to develop ammonia fuel supply and safety systems for dual-fuel vessels, addressing the need for safe handling of ammonia fuel [4][5] - The partnership aims to advance demonstration projects that pave the way for commercial deployment of low-carbon fuel solutions [4][5] - This collaboration exemplifies the combination of equipment suppliers and shipyards, crucial for advancing ammonia fuel technology [4][5] Group 4: Canada’s Energy Policy Shift - Canadian Prime Minister Mark Carney signed an agreement with Alberta to relax emissions limits on the oil and gas sector in exchange for stronger industrial carbon pricing and support for large carbon capture projects [6][7] - The agreement aims to attract energy investments and maintain economic stability amid rising tariffs from the U.S., while also exploring new oil pipelines to enhance exports to Asia [6][7] - The Canadian Association of Petroleum Producers welcomed the agreement, viewing it as a boost to Canada's energy competitiveness [6][7] Group 5: Safety Concerns in Shipbuilding - A police raid occurred at Hanwha Ocean's shipyard following a worker's death, raising concerns about safety management in the shipbuilding industry [8][9] - The investigation focuses on potential safety negligence or violations, which could impact the company's reputation and regulatory pressures [8][9] - The shipbuilding industry is inherently high-risk, and ongoing safety incidents may affect future orders and policy support [8][9] Group 6: New Freight Terminal in Immingham - Stena Line and ABP have initiated the construction of a new roll-on/roll-off terminal in Immingham, with an investment exceeding £200 million, to enhance freight capacity and accessibility [10][11] - The new terminal aims to accommodate larger vessels and reduce transit times, responding to the growing demand for unaccompanied freight between the UK and the Netherlands [10][11] - This infrastructure upgrade is expected to improve supply chain reliability for logistics companies operating in the region [10][11] Group 7: Renewable Hydrogen and E-Fuel Facility in Finland - Hy2gen plans to build a 200MW renewable hydrogen and e-fuel production facility in Oulu, Finland, positioning the region as a major center for synthetic fuel production [12][13] - The facility will target hard-to-decarbonize sectors like shipping and aviation, contributing to the transition away from traditional fossil fuels [12][13] - This project reflects the increasing pressure for emissions reductions in Europe and highlights the strategic competition for green fuel production and export capabilities among Nordic countries [12][13]

Core Viewpoint - The article emphasizes the deep-rooted historical and cultural ties between China and the Arab world, highlighting the significance of energy cooperation in shaping global energy markets and fostering mutual development [4][5]. Group 1: Historical Context and Cooperation Framework - The friendship between the Arab world and China dates back over a thousand years, rooted in the ancient Silk Road, which facilitated cultural and material exchanges [4]. - The establishment of the China-Arab States Cooperation Forum in 2004 marked a new phase of institutionalized cooperation, focusing on energy as a core topic [4]. - Energy cooperation has evolved from basic oil trade to comprehensive strategic collaboration, including oil and gas exploration, development, and technology exchange [4]. Group 2: Belt and Road Initiative - The Belt and Road Initiative proposed in 2013 has significantly boosted energy cooperation between China and Arab countries, aligning with their development visions [5]. - The initiative has led to the establishment of energy channels and cooperative projects, integrating Middle Eastern energy advantages with China's technological and financial strengths [5]. - Various platforms, such as the China-Arab Energy Cooperation Conference and the China-Arab Expo, have facilitated cooperation and showcased achievements in clean energy projects [5]. Group 3: Investment Environment in the Middle East - The Middle East is creating an attractive energy investment environment, with countries like the UAE and Saudi Arabia implementing supportive policies and establishing renewable energy funds [6]. - The UAE's "2025 Energy Strategy" aims to increase the share of clean energy to 50%, while Gulf countries are expected to derive 30% of their power from renewable sources within five years [6]. - Improved energy infrastructure and simplified foreign investment approval processes are enhancing the region's appeal to investors [6]. Group 4: Future Prospects - Future energy cooperation between China and Arab countries is expected to expand in clean energy sectors such as photovoltaics, wind power, and hydrogen [7]. - There is potential for deeper collaboration across the entire oil and gas value chain, enhancing exploration efficiency and value addition in petrochemicals [7]. - The Arab League aims to facilitate policy alignment and market openness, fostering the realization of more cooperative projects [7].

▲ 2 0 2 5中国能源企业5 0 0强发展报告发布现场 2024年，全球能源市场呈现供需宽松态势，原油、动力煤价格随市场供给过剩同步下滑，传统能源价格中枢持续下移。国内层面，鼓 励民间投资政策密集落地，能源领域市场准入进一步放宽，核电、储能、油气支线等重点领域对民企开放力度显著加大，市场活力持续 释放。新能源产业面临结构性分化，部分领域前期盲目扩张导致产能过剩，低价恶性竞争问题日益凸显。电力行业凭借需求端稳步增长 与供给侧结构优化形成共振，实现稳健发展。传统能源领域"增储上产"成效显著，能源安全保障能力持续提升，但受绿色转型加速和市 场需求结构变化影响，转型压力进一步增大。 中国能源企业500强（以下简称" 500强"）作为能源产业核心力量，是保障安全、推动转型、拉动增长的中坚力量。本报告基于2024年 中国能源企业营业收入等数据，聚焦其规模实力、资本格局、行业发展、区域分布等角度，为产业高质量发展提供参考。 一 、" 50 0强"营收增速放缓 营业收入总额小幅增长。" 500强"实现营收总额33.43万亿元，较上年增长0.01万亿元，同比小幅增长0.04%，增幅再次下降（如图1所 示）。 2024年，国 ...

注：上期为2025年11月中旬。 相关阅读： 国家统计局：2025年11月中旬液化天然气（LNG）4268.1元/吨 比上期下降1.3% 北极星能源网获悉，国家统计局发布2025年11月下旬流通领域重要生产资料市场价格变动情况。据对全 国流通领域9大类50种重要生产资料市场价格的监测显示，2025年11月下旬与11月中旬相比，15种产品 价格上涨，30种下降，5种持平。 油气方面： 液化天然气（LNG）4213.7元/吨，比上期下降1.3%；液化石油气（LPG）4347.0元/吨，比上期上升 0.3%；汽油（95#国VI）8022.7元/吨，比上期下降0.3%；汽油（92#国VI）7744.3元/吨，比上期下降 0.4%；柴油（0#国VI）6883.8元/吨，与上期相比下降0.4%。 ...

Core Viewpoint - Energy security is a critical issue for national economic and social development, emphasized by Xi Jinping's statements on the importance of energy supply and security [1][2]. Background Situation - China, as the world's largest energy consumer, faces challenges in ensuring energy security amid stable economic growth and increasing energy consumption [2]. - The transition to green and low-carbon energy is ongoing, but renewable energy sources like wind and solar still face reliability issues, impacting grid stability [2]. Main Practices and Achievements - The government has strengthened the energy production, supply, storage, and sales system, effectively meeting energy demands for both livelihood and economic development [3]. - The capacity for energy supply security has been enhanced through the development of renewable energy, with a projected installed capacity of 1.89 billion kilowatts by the end of 2024, accounting for 56% of total installed capacity [4]. - Fossil energy supply has also been improved, with stable crude oil production at 200 million tons and continuous natural gas production increases [4]. Energy Infrastructure Development - A comprehensive energy infrastructure network has been established, enhancing energy transmission capabilities across regions [5]. - By the end of 2024, the length of 220 kV and above transmission lines is expected to reach 960,000 kilometers, with a capacity of 5.78 billion kilovolt-amperes [5]. Energy Reserve Facilities - The construction of coal and gas reserve facilities has been prioritized, improving the government's ability to manage energy supplies [6]. - By the end of 2024, the installed capacity of pumped storage power stations is projected to reach 58.69 million kilowatts, with new energy storage projects increasing by over 130% [6]. Energy Market System - The establishment of a unified national electricity market is underway, with an increasing proportion of market-based electricity transactions [7]. - Reforms in the oil and gas market are being implemented to enhance the efficiency of energy distribution and pricing mechanisms [7]. Ensuring Livelihood Energy Supply - Measures have been taken to ensure energy supply during peak demand periods and major events, with a focus on maintaining stable electricity supply [8]. - Long-term contracts for coal and natural gas are being emphasized to stabilize energy prices and ensure supply [8]. Lessons Learned - A strong energy supply capability is fundamental for energy security, with a focus on both increasing clean energy supply and stabilizing existing fossil fuel production [9]. - The transition to a new energy system must prioritize green transformation while balancing economic and environmental needs [10]. - Coordinated national energy resource management is essential to address the imbalance in energy production and consumption across regions [10].

西雅尔多还表示，斯洛伐克同样高度依赖俄油气供应，相关决定对该国能源安全和经济构成严重威 胁。他已就此同斯洛伐克外长磋商，双方同意协调一致采取法律行动。他说，斯洛伐克政府也已决定通 过法律途径继续就进口俄能源问题同欧盟抗争。 西雅尔多当天在布鲁塞尔出席北约外长会期间举行记者会说，欧盟委员会、欧洲理事会和欧洲议会 就一项立法草案达成政治协议，计划自2027年9月逐步禁止欧盟成员国通过管道进口俄天然气，欧盟委 员会还提出自2027年底起禁止进口俄原油。 西雅尔多批评欧盟相关决定是出于政治和意识形态考量，认为其违背欧盟的基本条约，即能源政策 完全属于成员国的国家权限范围。他表示，一旦禁止进口俄能源的法案获得通过，匈牙利将立即向欧盟 法院提起诉讼，目前相关法律准备工作已经启动。 新华社布鲁塞尔12月3日电（记者 张兆卿 丁英华）匈牙利外交与对外经济部长西雅尔多·彼得3日表 示，匈牙利将就欧盟逐步禁止进口俄罗斯能源的相关决定向欧盟法院提起诉讼，认为这一决定损害匈牙 利能源安全，违反欧盟条约。 西雅尔多说，在现有基础设施条件下，匈牙利离不开俄罗斯的原油和天然气供应，匈方不可能接受 并执行欧盟这一"勒令"。他警告说，如果逐步 ...

引 言 习近平总书记指出，能源保障和安全事关国计民生，是须臾不可忽视的"国之大者"。《习近平经济文 选》第一卷中的《积极推动我国能源生产和消费革命》一文指出，"能源安全是关系国家经济社会发展 的全局性、战略性问题，对国家繁荣发展、人民生活改善、社会长治久安至关重要。"党的十八大以 来，各有关方面深入学习领会习近平总书记关于能源保供的重要指示批示精神，始终坚持以习近平经济 思想和习近平生态文明思想为指导，深入推进能源产供储销体系建设，多措并举加强供需调节，全面推 进能源高质量发展，不断筑牢能源安全保障根基。 一、背景情况 习近平总书记指出，能源安全事关经济社会发展全局。我国作为世界上最大的能源消费国，如何有效保 障国家能源安全，始终是能源发展的首要问题。从需求端看，我国经济持续稳定增长，终端用能电气化 进程加快，人民对改善生活舒适度意愿增强，带动能源消费较快增长。从供给端看，我国能源绿色低碳 转型持续推进，清洁能源装机占比不断提升，但风电、光伏具有随机性、间歇性和波动性特征，在电量 方面仍处于增量替代阶段，在电力方面难以提供稳定、可靠的电力支撑，在安全方面一定程度上加剧了 电网安全稳定运行风险，实现新能源对传统 ...