Core Viewpoint - The construction of the LNG storage project at the Eastern Guangdong LNG receiving station has officially commenced, marking a significant technological breakthrough in China's large-scale LNG storage and transportation facilities [1][4]. Group 1: Project Overview - The project will build the world's largest land-based membrane LNG storage tanks, with a total gas storage capacity of 470 million cubic meters across three tanks [1][4]. - The total gas storage capacity of the Eastern Guangdong LNG receiving station will increase to 780 million cubic meters, with an annual processing capacity of 6 million tons [6]. Group 2: Technological Advancements - The new membrane tank technology is more space-efficient and economically advantageous, reducing overall carbon emissions by over 25% and allowing for flexible storage of various cryogenic media [3][10]. - The membrane tanks consist of a concrete outer tank and a stainless steel inner tank, designed to expand and contract with temperature changes while ensuring leak-proof storage [10][12]. Group 3: Industry Growth and Future Projections - Since the start of the 14th Five-Year Plan, China's LNG receiving station construction has rapidly developed, with the annual receiving capacity expected to exceed 200 million tons by 2030 [15][20]. - The number of operational LNG receiving station operators has increased from 9 to 16, with a significant rise in the share of private enterprises, which now account for nearly one-third of the supply capacity [17]. - The national LNG storage capacity has seen a substantial increase from 10.7 million cubic meters in 2020 to 28.68 million cubic meters by 2025, representing a growth of 168% [17].

Core Viewpoint - The construction of the Yuedong LNG receiving station's gas storage project has officially commenced, marking a significant technological breakthrough in China's large-scale LNG storage and transportation facilities. Group 1: Project Overview - The Yuedong LNG receiving station will feature the world's largest land-based membrane LNG storage tanks, with a total gas storage capacity of 470 million cubic meters from three tanks [1] - The project is a core expansion and upgrade initiative for the receiving station, utilizing advanced membrane tank technology [1] - The total gas storage capacity of the Yuedong LNG receiving station will increase to 780 million cubic meters, with an annual processing capacity of 6 million tons [5] Group 2: Environmental and Technical Aspects - The new technology offers advantages in space utilization and economic efficiency, while also reducing overall carbon emissions by over 25% [3] - The membrane tanks can flexibly store various cryogenic media, including LNG, liquid ammonia, ethane, ethylene, and liquefied petroleum gas, facilitating seamless integration across multiple market demands [3] - Membrane tanks are designed with a nitrogen protection system and a full-process monitoring system to enhance operational safety [10] Group 3: Industry Growth and Future Projections - Since the start of the 14th Five-Year Plan, China's LNG receiving station construction has accelerated, with the annual receiving capacity expected to exceed 200 million tons by 2030 [10][16] - By the end of 2025, there will be 39 operational LNG receiving stations in China, with a total receiving capacity of 16 million tons per year, an increase of 7.34 million tons per year compared to the end of the 13th Five-Year Plan [12] - The number of operational entities in the LNG receiving station sector has diversified, increasing from 9 to 16, with a significant rise in the share of private enterprises [14]

智通财经APP获悉，中信建投发布研报称，美国政策红利释放叠加行业降本增效、股息优势凸显，叠加 下游炼油业务盈利提振，市场对行业现金流预期向好，推动板块估值抬升。11月国内天然气市场量增价 跌，进口供应占比提升。11月国内天然气总供应量同比增长7.89%，进口量同比、环比分别增长 10.67%、22.21%，进口占比达43.33%，国产气产量环比微降。进口均价同比降幅超14%，预计12月至 次年1月供应宽松，需求温和修复，市场呈供稳需缓格局。 2025年能源市场出现本世纪罕见走势，国际油价全年跌超10%，WTI原油跌幅达19%，但能源股却逆势 坚挺，标普500能源精选板块ETF年内上涨约3%，形成油价与板块股价背离的局面。 这一背离走势由多重核心因素共同支撑：(1)美国出台相关法案为石油行业释放数十亿美元税收减免、 特许权使用费下调等政策红利，叠加特朗普政府放宽环保法规、取消电动车税收优惠，延后了化石能源 的替代衰退时间表。(2)头部石油企业持续推进成本削减，成功压低盈亏平衡油价，叠加股票回购举措 有效推升每股收益，且在行业波动中稳步提高股息，股息收益率优势凸显。(3)全球炼油产能收缩带动 石油企业下游业务盈利 ...

业界对政府此举表示支持但同时持谨慎态度。澳大利亚能源生产商代表马卡洛克表示，他支持为新的天 然气生产商建立国内天然气储备体系，但他也表达了谨慎态度，他说："澳大利亚竞争与消费者委员会 指出，过去政府的干预导致了投资的延迟和下降，这可能会对供应产生长期影响。" 昆士兰州主要液化天然气出口商、本地能源巨头Origin Energy以及英国石油巨头壳牌也呼吁该制度在制 定时充分考虑对投资的影响。 西澳大利亚州要求，国内天然气储备量必须达到15%。 澳大利亚气候变化及能源部长鲍恩表示："国内生产的天然气应该优先供应国内用户。"他指出，随着现 有合同到期，预计国内天然气供应能力将会增加，价格将会下降。他还表示，已将该计划告知主要出口 方。为响应各方对天然气市场进行审查的呼吁，该制度的设计将基于以下原则：与各州和领地政府合 作，建立全国性框架;优先发展国内天然气储备;强调长期商业生产和投资确定性。 此外，鲍恩强调其LNG产业虽长期支撑国内经济，但前保守联盟政府因政策失当导致供应短缺与价格 飙升，国内燃气用户需要得到保护。他还表示，政府将实施放松管制和简化治理体系，以提高市场透明 度。 中化新网讯 近日，澳大利亚联邦政府宣 ...

12月30日，记者从国家管网集团获悉，粤东液化天然气接收站储气工程正式开工建设，项目将建设全球 有效容积最大的陆上薄膜型液化天然气储罐，标志着我国大型液化天然气储运设施建设实现重要技术突 破。粤东液化天然气接收站是华南地区天然气储运网络的重要枢纽，具备液化天然气卸料、储存、转 运、气化及外输全链条功能。此次开工的储气工程，是接收站核心扩容升级项目，采用国际先进的薄膜 储罐技术，新建3座单罐直径近百米的薄膜型液化天然气储罐，储气能力达4.7亿立方米。 （文章来源：央视新闻） ...

格隆汇12月30日｜北美新增产能投产，2025年全球液化天然气（LNG）出口量或迎来三年来最大幅度 增长。航运数据监测机构克莱珀（Kpler）测算，2025年全球液化天然气出口量同比增长4%，达4.29亿 吨；数据显示，这也是2022年出口量同比大涨 4.5% 以来的最大年度增幅。此次增长主要得益于加拿大 液化天然气项目（LNG Canada）及美国普拉克明斯液化天然气项目（Plaquemines）的产能爬坡。美国 正稳固其液化天然气主要出口国地位，今年该国液化天然气出口量首次突破1亿吨大关。预计美国后续 将持续新增产能，到本十年末实现产能翻倍，进而推动出口量进一步攀升。这一趋势或将拉低亚洲与欧 洲的天然气价格。目前，亚洲天然气价格已接近年内最低点，欧洲天然气期货价格较年初跌幅超 40%。新增产能还可能进一步推高低温液化天然气运输船的市场需求。上月，受供应激增带动运输船需 求上涨，跨大西洋液化天然气运输成本创下近两年新高。 ...

责任编辑：王永生 北美新增产能投产，2025 年全球液化天然气（LNG）出口量或迎来三年来最大幅度增长。航运数据监 测机构克莱珀（Kpler）测算，2025 年全球液化天然气出口量同比增长 4%，达 4.29 亿吨；数据显示， 这也是 2022 年出口量同比大涨 4.5% 以来的最大年度增幅。此次增长主要得益于加拿大液化天然气项 目（LNG Canada）及美国普拉克明斯液化天然气项目（Plaquemines）的产能爬坡。美国正稳固其液化 天然气主要出口国地位，今年该国液化天然气出口量首次突破 1 亿吨大关。预计美国后续将持续新增产 能，到本十年末实现产能翻倍，进而推动出口量进一步攀升。这一趋势或将拉低亚洲与欧洲的天然气价 格。目前，亚洲天然气价格已接近年内最低点，欧洲天然气期货价格较年初跌幅超 40%。新增产能还 可能进一步推高低温液化天然气运输船的市场需求。上月，受供应激增带动运输船需求上涨，跨大西洋 液化天然气运输成本创下近两年新高。 北美新增产能投产，2025 年全球液化天然气（LNG）出口量或迎来三年来最大幅度增长。航运数据监 测机构克莱珀（Kpler）测算，2025 年全球液化天然气出口量同比增长 ...

Core Viewpoint - Shanxi, traditionally known for its coal industry, is rapidly transforming into a major player in the natural gas sector, aiming to become "China's new natural gas province" through explosive growth in natural gas production [1] Group 1: Natural Gas Production - During the 14th Five-Year Plan period, Shanxi's unconventional natural gas production is projected to reach 74.9 billion cubic meters, a significant increase of 155% compared to the 13th Five-Year Plan [1] - By 2030, the annual production of unconventional natural gas is expected to reach 30 billion cubic meters, which is equivalent to 23.9 million tons of oil [1] - This production capacity could meet the gas needs of over 200 million people, based on an average daily consumption of 1 cubic meter per household, sufficient for 80 million households [1] Group 2: Industry Transformation - Shanxi is undergoing an energy transformation, moving from being labeled as a "gas-deficient province" to a significant contributor in the natural gas industry [1] - The province is also focused on developing a trillion-level industrial cluster around natural gas [1]

天然气板块短线拉升，利柏特此前涨停，美能能源直线涨停，中集集团、高澜股份、雪人集团跟涨。 ...

2025年12月29日，元旦佳节前夕，西蓝集团党委书记、董事长姬秦安带队，深入基层各生产经营场站，开展冬季保供与安全生产专项检查，并亲切看望慰 问坚守岗位的一线干部员工，向大家致以诚挚的节日问候和新年祝福。集团领导陈东、马秀红、王佩、仲勤陪同参加检查慰问。 11400 a 2 CNG加气站: 西蓝天然气 TT III TIMES a N TO II TO BL TOT III TT 0 000 L HITE WITE TH n 'हा @ France A in U all □N 西安市西蓝天然气公司 UL HHHHH FAL RETA ISTH i 在蓝田加气站和长乐西加气站，董事长姬秦安一行查看了加气作业流程、车辆进出管理、储气设施安全以及员工操作规程执行情况。董事长姬秦安要求各 加气站既要保证安全规范操作，杜绝任何违章行为，也要做好节日期间的车流引导和客户服务，展现西蓝良好的窗口形象。 数九寒天，使命在肩。随着元旦假期的临近，确保天然气安全稳定供应，保障人民群众温暖过节，成为西蓝集团当前工作的重中之重。董事长姬秦安一行 顶风冒寒，先后实地深入蓝田加气站、蓝田市场开发部、蓝田门站、洪庆生产区、调度指挥中心 ...