据哥伦比亚《新世纪》1月20日报道，哥国家石油公司正在评估在美国可 能放松对委内瑞拉制裁的前提下，重启从邻国进口天然气的可行性。报道称 称，哥国家石油公司正等待美国总统特朗普与哥总统佩特罗下月会晤的结果， 再决定是否与委内瑞拉方面展开直接谈判。分析指出，美国目前的制裁政策曾 阻碍哥委之间的天然气合作，若美方调整对委内瑞拉的制裁措施，哥委有望重 新启动合作。 （原标题：哥伦比亚考虑重启从委内瑞拉进口天然气） ...

Group 1 - A widespread winter storm is expected to hit the United States, leading to a significant increase in demand for heating and power generation fuels, which has caused a surge in U.S. natural gas futures prices [1][3] - The National Weather Service has issued winter storm warnings, blizzard warnings, and alerts for low temperatures and ice across multiple regions, resulting in a spike in natural gas prices, with February futures rising approximately 26% to $3.907 per million British thermal units [3] - Analysts predict that the severe cold weather may lead to a notable increase in heating bills for U.S. households, with the National Energy Assistance Directors Association estimating that average winter heating costs could approach $1,000, significantly higher than previous years [5]

1、税务部门处罚拼多多 记者1月21日从国家税务总局上海市长宁区税务局获悉，上海寻梦信息技术有限公司（"拼多多"平 台运营主体）未按照《互联网平台企业涉税信息报送规定》的要求报送涉税信息，被税务机关责令限期 改正。企业虽已进行整改但未在规定期限内完成，该局依法依规对"拼多多"作出罚款10万元的处罚决 定。 据介绍，《互联网平台企业涉税信息报送规定》在2025年发布实施后，"拼多多"未按照要求报送 2025年第三季度平台内经营者和从业人员涉税信息。税务机关在2025年11月依法对其作出责令限期改正 通知，但其未在规定期限内改正。就此，上海市长宁区税务局依法依规对"拼多多"处以10万元罚款。 （新华社） 2、特朗普将和平委员会定位为联合国的替代方案 美国总统特朗普周二在白宫发表讲话时，将他的和平委员会(Board of Peace)定位为联合国的替代方 案。他表示："我希望联合国能做得更多。""我希望我们不需要和平委员会，但联合国，你们知道的， 在我解决的所有战争中，联合国从未在任何一场中对我提供过帮助。"该和平委员会最初由特朗普为支 持加沙重建而设立，现在其使命则扩大到调解全球冲突。 3、特朗普：我妻子认为我是 ...

Core Viewpoint - ST Jin Hong (Jin Hong Holdings) is facing significant financial pressure due to a overdue loan of 76 million yuan, which constitutes 205.12% of the company's latest audited net assets, indicating a critical liquidity issue [1][2] Financial Condition - The overdue loan of 76 million yuan exceeds the company's net assets, which were reported at 37.05 million yuan at the end of 2024 and further declined to -11.1 million yuan by the end of Q3 2025, indicating insolvency [2] - The company's debt-to-asset ratio has been increasing, reaching 86.47% at the end of 2023 and further rising to 94.06% by the end of 2024, significantly above the industry average of 46.36% as of Q3 2025 [2] - For the first three quarters of 2025, the company reported a net loss of 46.23 million yuan, although this was a 51.43% reduction year-on-year, with total revenue of 910 million yuan reflecting a 4.38% decline [2] Debt Issues - Historical debt issues remain unresolved, including the "15 Jin Hong Bond" issued in 2015, which defaulted in 2018, with some principal and interest still unpaid as of December 2025 [3] - The company has provided guarantees for its subsidiaries, accumulating a total of 1.574 billion yuan in guarantees, all of which are overdue, exacerbating liquidity pressures [3] Operational Performance - The profitability of the core business, natural gas transportation, has weakened, with an overall gross margin of only 8.02% for the first three quarters of 2025, down from 14.94% in the same period of 2024 [3] - Research and development expenditures have sharply decreased, falling by 42.05% to 3.1215 million yuan in 2024, representing only 0.24% of revenue, limiting the company's technological competitiveness [3] Industry Environment - The natural gas industry is significantly affected by energy price fluctuations and policy regulations, with ST Jin Hong, as a regional gas company, having limited bargaining power [3] - The net cash flow from operating activities was 72.94 million yuan for the first three quarters of 2025, maintaining positive inflow but down 50.94% year-on-year, indicating a declining ability to cover debts with cash flow [3] - There is a risk of entering a vicious cycle of declining revenue, worsening cash flow, and increasing debt defaults if future collections do not meet expectations [3]

1月20日，管网单日供气量达到1 0.67亿立方米， 创新高 。 在山东，多地最低气温已跌破- 10 ℃ ，管网工作人员重点强化场站及管线冰堵防范措施，最大限度降低极端天气对管网运行造成的风 险，确保输气系统安全稳定运行。 国家管网集团山东公司市场部经理 马云飞： 受寒潮影响，山东天然气管道日下载量迅速攀升至超7900万立方米，单日增幅38%，刷新 了我们单日天然气下载量历史纪录。 在位于河南的南阳作业区，工作人员对关键场站、阀室及埋地管道进行全覆盖排查，针对低温天气可能引发的设备冻堵风险，运维人员 对阀门、仪表等易冻部位加装伴热装置，开展预防性维护。 在国家管网调控中心，工作人员通过压缩机效率监测平台实时监测机组运行效率，及时调整运行流程和机组配置，确保天然气管网超 150台压缩机组运行平稳，提前将管网管存提升至36亿立方米以上。 最近，寒潮导致我国多地出现断崖式降温，我国主干天然气管网迎峰保供压力加大。 来源：央视新闻客户端 1月2 0日，管网单日供气量达到了创新高的1 0.67亿立方米，各地也忙着做好管网巡检维护，保障居民用气。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy ...

Core Viewpoint - The announcement details the upcoming natural gas auction by CNOOC Bohai (Binzhou) Energy Co., Ltd. in collaboration with the Shanghai Petroleum and Natural Gas Exchange, scheduled for January 22, 2026, in response to national market-oriented reforms in the natural gas sector [1][9]. Group 1: Auction Details - The auction will take place on January 22, 2026, from 14:00 to 15:00 [1][9]. - Registration for the auction is open from January 21 to January 22, 2026 [1][9]. - The product being auctioned is natural gas, with delivery scheduled from January 31, 2026, to February 28, 2026 [1][9]. Group 2: Transaction Parameters - The auction will utilize a bidding model, with a minimum bid quantity of 280,000 cubic meters and a maximum bid increment of 0.03 yuan per cubic meter [3][12]. - The bidding process will follow a price and time priority rule, where higher bids are prioritized, and in case of ties, the earlier bid is favored [3][13]. - The transaction price will be inclusive of taxes, and the final settlement price will be based on the actual transaction price [3][12]. Group 3: Financial Requirements - A deposit of 10% of the bid amount is required, along with a transaction service fee of 0.1% [2][11]. - Both the deposit and service fee must be paid by the day before the auction [2][11]. - Successful bidders must promptly complete prepayment after winning the auction [2][11]. Group 4: Eligibility Criteria - Participants must have signed a natural gas sales contract with the Binzhou pipeline and possess a good performance record without major breaches [5][14]. - Companies must be members of the Shanghai Exchange and have completed third-party bank custody agreements [5][14]. - Interested companies must submit an application form and relevant certification materials by January 22, 2026, at 11:30 [5][15]. Group 5: Transaction Process - The settlement price will be executed based on the actual transaction price, with an electronic contract generated post-transaction [6][15]. - Participants are advised to familiarize themselves with the trading system and ensure sufficient funds for deposits and fees [6][16]. - The auction will adhere to principles of fairness, justice, and openness, with the interpretation rights held by the Binzhou pipeline and the Shanghai Exchange [7][16].

SHPGX导读：1月21日，海关总署全球贸易监测分析中心和上海石油天然气交易中心联合发布的中国LNG综合进口到 岸价格指数显示，1月12日-18日中国LNG综合进口到岸价格指数为128.74，环比上涨0.95%，同比下跌18.64%。 从LNG综合进口到岸价格指数来看，1月12日-18日中国LNG综合进口到岸价格指数为128.74点，近期指数窄幅波动。 主要原因是，占进口体量绝大多数的中长协部分，定价所挂钩对应计价期内的国际原油价格波幅较小；而对于小部分 的进口现货而言，因计价周期的缘故，目前的到岸价格指数中现货部分的定价周期主要在2025年12月中旬，该时间段 内现货价格震荡下跌，但现货采购需求较为低迷。综合影响下，LNG综合进口到岸价格震荡运行。 中国LNG综合进口到岸价格指数编制由海关总署全球贸易监测分析中心和上海石油天然气交易中心合作完成，于2019 年10月16日首次面世，以价格形式发布，自2020年9月23日起调整为以指数形式发布，该指数以2018年第一日历周为 基期（当周中国LNG综合进口到岸价格为2853元/吨，价格指数为100），综合反映上周我国LNG进口到岸的价格水 平。 本文来源 | 上 ...

Core Viewpoint - Guanghui Energy (600256.SH) forecasts a net profit attributable to shareholders of 1.32 billion to 1.47 billion yuan for the year 2025, representing a year-on-year decline of 50.03% to 55.13% due to a loose supply-demand balance in energy products [1] Summary by Relevant Categories Financial Performance - The company expects a significant decrease in net profit for 2025, with projections between 1.32 billion and 1.47 billion yuan, marking a decline of over 50% compared to the previous year [1] - The anticipated decline is primarily attributed to the drop in prices of coal, liquefied natural gas (LNG), and coal chemical products [1] Asset Management - The company plans to make a substantial asset impairment provision of approximately 350 million yuan [1] - Additional financial obligations include the payment of overdue taxes and penalties amounting to 405.5464 million yuan, as well as a water and soil conservation fee of 965.9315 million yuan, which will also impact the net profit for the period [1]

受报告期内能源产品供需偏宽松影响，公司主营煤炭、液化天然气（LNG）及煤化工产品价格同比出 现不同程度下滑，对公司当期经营业绩产生主要影响。 格隆汇1月21日丨广汇能源(600256.SH)公布，预计2025年实现归属于上市公司股东的净利润为13.2亿元 至14.7亿元，同比下降50.03%至55.13%；预计2025年归属于上市公司股东的扣除非经常性损益的净利润 为13.18亿元至14.68亿元，同比下降50.00%至55.11%。 ...

Core Viewpoint - Mitsubishi Corporation announced the acquisition of EnLink Midstream's Haynesville shale gas operations in the U.S. for approximately $5.2 billion, marking its first direct entry into the U.S. shale gas sector [1] Group 1: Acquisition Details - The agreement involves the purchase of all equity interests in related entities of EnLink Midstream [1] - The transaction is expected to be completed between April and June 2026, pending regulatory approval [1] Group 2: Asset and Production Information - The acquired assets span across Louisiana and Texas, with a current natural gas production of approximately 2.1 billion cubic feet per day, equivalent to an annualized output of about 15 million tons of liquefied natural gas (LNG) [1] - The produced natural gas is primarily sold to the southern U.S. market, with some considered for export [1] Group 3: Strategic Importance - The Haynesville Basin is recognized as one of the most strategically significant natural gas producing regions in the U.S. due to its proximity to several LNG export terminals along the Gulf Coast [1] - Mitsubishi already has capacity in the U.S. Cameron LNG project, and this acquisition will enhance its control over the entire supply chain from gas fields to export terminals [1]