最近公布的一组海关数据让国际能源市场再次聚焦中俄之间的能源合作。就在刚刚过去的11月，俄罗斯 对华液化天然气（LNG）出口量同比飙升了142.6%，达到160万吨。这一增长不仅让俄罗斯超越澳大利 亚，成为中国两大液化天然气供应国之一，与卡塔尔并列，更显示出在地缘的风云变幻下，能源贸易格 局正在发生的深刻变化。 与此同时，俄罗斯对华液化天然气出口激增的时间点也颇为微妙，正值美国及其盟友加大对俄罗斯能源 行业施压之际——英国刚刚将能源行业的14个新目标列入制裁名单（含俄罗斯石油公司）；欧洲议会则 批准了到2027年底逐步停止从俄罗斯进口天然气的计划。还有消息称，美国正准备对俄罗斯能源行业实 施新一轮制裁。 然而，这些外部压力似乎并未阻碍中俄能源合作的步伐。上个月在北京举行的中俄能源商业论坛上，中 方明确承诺将深化两国的能源合作，显示出中国在能源安全方面的战略考量。 虽然液化天然气贸易数据抢眼，但中俄能源合作不止于此。尽管俄罗斯11月份对华原油出口量略有下降 3.4%，至840万吨，但俄罗斯仍然稳坐中国最大原油供应国的位置，占中国原油进口总量的16.4%。 事实上，仅仅一年前，澳大利亚还稳坐中国最大液化天然气供应国 ...

在经济增长方面，2025年欧盟GDP预计将实现1.4%的温和扩张，高于2024年的1%。这一增长主要由私 人消费和投资驱动。受益于工资上涨和通胀放缓，欧盟居民实际可支配收入增加，推动了零售和服务业 复苏。但值得注意的是，成员国经济预测差异显著：波兰得益于基础设施投资和欧盟资金注入，预计 2025年GDP将增长3.2%；西班牙由于旅游业和房地产逐步复苏，预计将增长2.9%。相较之下，德国作 为欧盟最大经济体，预计增长0.2%，其中，制造业下滑是主要拖累因素。整体而言，今年欧盟经济总 量预计将达19.99万亿美元（名义值），约占全球经济的六分之一。 通货膨胀得到控制是2025年欧盟经济的一大亮点。11月欧元区消费者通胀年率稳定在2.1%，与10月持 平，接近欧洲央行的中期目标水平，这主要得益于能源价格回落和供应链恢复。今年年初，能源通胀曾 因中东地缘政治紧张而短暂上升，但欧洲央行通过多次降息有效抑制了价格压力。在成员国中，爱沙尼 亚的年通胀率最高，为4.7%，其次是克罗地亚（4.3%）和奥地利（4%）。与2024年相比，2025年欧盟 通胀更趋稳定，为货币政策转向刺激增长提供了空间。 总体而言，2025年欧盟经济 ...

Group 1 - The Trump administration's tariffs on Japanese automobiles have escalated from an initial 27.5% to 50%, significantly impacting Japan's economy, as automobile exports account for nearly 20% of its GDP and 30% of exports to the U.S. [1] - Japan's Prime Minister Kishi Nobuo's team has proposed to increase purchases of U.S. natural gas and corn, as well as to contribute more to the costs of U.S. military presence in Japan, but the U.S. response has been vague [1] - Internal discussions within the Japanese government suggest using its substantial holdings of U.S. Treasury bonds as leverage, with proposals to sell some to pressure the U.S. [3] Group 2 - The trade conflict has highlighted the fragility of U.S.-Japan relations, with experts suggesting Japan should adopt a more assertive stance similar to China's approach in its trade disputes with the U.S. [3] - Japan is reevaluating its trade policies towards China, with calls for a "zero tariff" approach and renewed discussions on the trilateral free trade agreement with China and South Korea [7] - Japan's commitment to participate in China's Belt and Road Initiative, including infrastructure projects, is seen as a strategy to stabilize resource supply and enhance economic cooperation [7] Group 3 - Tensions have escalated following remarks by Japan's Prime Minister regarding China's actions towards Taiwan, leading to a deterioration in trade relations and the cancellation of cultural meetings [9] - Japan's reliance on the U.S. has been questioned, as the country risks becoming a pawn in U.S.-China tensions, with the U.S. emphasizing its priorities in the region [11] - Japan's economic strategy must adapt to the growing influence of China, with calls for deeper cooperation in high-end manufacturing to ensure mutual benefits [13]

人民财讯12月23日电，胜通能源(001331)12月23日公告，公司股票自12月12日以来连续8个交易日涨 停，累计涨幅达114.44%，属于股票交易严重异常波动的情形。公司控股股东、实控人签署了《关于胜 通能源股份有限公司之股份转让协议》。公司不涉及机器人相关业务，公司主营业务仍为液化天然气采 购、运输及销售，未发生重大变化，收购方不存在未来12个月内的资产重组计划，不存在未来36个月内 通过上市公司借壳上市的计划或安排。 ...

路透社12月8日消息，阿联酋能源与基础设施部部长苏海勒在阿布扎比金融周活动期间表示，阿联酋不 仅计划满足国内对液化天然气（LNG）的需求，还将进一步扩大出口规模。阿布扎比国家石油公司国 际投资部门XRG今年6月表示，计划在2035年之前打造年产2000万至2500万吨的天然气与液化天然气业 务。 （原标题：阿联酋扩大LNG出口应对全球需求） ...

Group 1 - The company announced that on December 16, 2025, it received a total of 8 valid applications for the rights issue, which was oversubscribed by 1,183,135 shares, accounting for approximately 0.78% of the total shares available for subscription [1] - Following the completion of the rights issue, the offeror and its concert parties will collectively own 241,634,939 shares, which includes 90,750,000 shares already owned by the offeror and 150,884,939 shares to be issued post-rights issue, representing about 52.97% of the enlarged issued share capital [1] - The offeror, Alpha Eagle Limited, is required to make a mandatory unconditional cash offer for all relevant securities of the company, with an offer price of HKD 1.57 per share, which is a premium of approximately 9.03% over the last trading price of HKD 1.44 [1] Group 2 - The offeror intends to maintain the listing status of the shares on the Stock Exchange after the offer concludes [2] - The independent financial advisor, 富域, has been appointed to provide advice to the independent board committee regarding the fairness and reasonableness of the offer [2] - New Natural Gas, the main business of the offeror, is engaged in natural gas distribution and sales, providing services including residential and commercial gas sales, gas installation services, and compressed natural gas transportation [2] Group 3 - The company has applied to the Stock Exchange to resume trading of its shares starting from 9:00 AM on December 24, 2025 [3]

Group 1 - The company announced that on December 16, 2025, it received a total of 8 valid applications for the rights issue, which was oversubscribed by 1,183,135 shares, accounting for approximately 0.78% of the total shares available for subscription [1] - Following the completion of the rights issue, the offeror and its concert parties will collectively own 241,634,939 shares, which includes 90,750,000 shares already owned by the offeror and 150,884,939 shares to be issued post-rights issue, representing about 52.97% of the enlarged issued share capital [1] - The offeror, Alpha Eagle Limited, is required to make a mandatory unconditional cash offer for all relevant securities of the company, with an offer price of HKD 1.57 per share, which is a premium of approximately 9.03% over the last trading price of HKD 1.44 [1] Group 2 - The offeror intends to maintain the listing status of the shares on the Stock Exchange after the offer concludes [2] - The independent financial advisor, 富域, has been appointed by the company to provide advice to the independent board committee regarding the fairness and reasonableness of the offer [2] - The company has applied to the Stock Exchange to resume trading of its shares starting from 9:00 AM on December 24, 2025 [3]

格隆汇12月23日丨中能控股(00228.HK)宣布，于2025年12月16日(星期二)下午四时正，即接纳供股股份 及付款以及申请认购额外供股股份及缴付股款之最後期限，已接获合共8份有效申请及接纳，包括： 根据暂定配额通知书及额外申请表格有效接纳及申请之合共153,249,935股供股股份相当于根据供股可供 认购之152,066,800股供股股份总数约100.78%。因此，供股获超额认购1,183,135股供股股份，占根据供 股可供认购之供股股份总数约0.78%。 供股之所得款项总额约为2.39亿港元，而扣除与供股有关之所有相关开支後，供股之所得款项净额约为 2.37亿港元。公司目前拟将供股所得款项净额用于为以把握在中国境内天然气勘探、生产及分销之商机 (载于供股章程)提供额外资本储备。 (i)合共5份就暂定配额通知书项下暂定配额作出之有效接纳，涉及46,440,029股供股股份，相当于根据供 股可供认购之供股股份总数约30.54%；及(ii)合共3份就额外申请表格项下额外供股股份作出之有效申 请，涉及106,809,906股额外供股股份，相当于根据供股可供认购之供股股份总数约70.24%。 ...

今日晚间重要公告抢先看——8连板胜通能源称公司不涉及机器人相关业务，收购方不存在未来十二个 月内的资产重组计划；2连板利柏特称公司不涉及可控核聚变业务；珠免集团已完成格力房产100%股权 交割，交易价格为55.18亿元。 【重大事项】 8连板胜通能源：公司不涉及机器人相关业务收购方不存在未来十二个月内的资产重组计划 胜通能源（001331）公告，公司股票自12月12日以来连续8个交易日涨停，累计涨幅达到114.44%，属 于股票交易严重异常波动的情形。公司控股股东、实际控制人签署了《关于胜通能源股份有限公司之股 份转让协议》。公司不涉及机器人相关业务，公司主营业务仍为液化天然气采购、运输及销售，未发生 重大变化，收购方不存在未来十二个月内的资产重组计划，收购方不存在未来12个月内对上市公司及其 子公司的资产和业务进行出售、合并、与他人合资或合作的计划，或上市公司拟购买或置换资产的重组 计划，收购方不存在未来36个月内通过上市公司借壳上市的计划或安排。收购方七腾机器人参与本次收 购的资金来源为自有资金及自筹资金，截至目前，自筹资金的申请仍在审批阶段，是否可以申请成功尚 存在不确定性，敬请广大投资者注意投资风险， ...

Core Viewpoint - The U.S. is intensifying its efforts to target Venezuelan oil exports, which are linked to funding for narcotics and drug trafficking, as part of a broader strategy to enhance energy security and production domestically [2][6]. Oil Production and Market Dynamics - U.S. oil production has reached a record high of approximately 13.6 to 13.8 million barrels per day, attributed to a favorable regulatory environment under the current administration [5][4]. - The U.S. military has conducted multiple strikes against alleged drug trafficking vessels, indicating a strong stance against illegal activities associated with Venezuelan oil [2]. - Current oil prices are below $60 per barrel, specifically at $58.10 per barrel for crude oil, reflecting market conditions influenced by geopolitical factors [3][2]. Infrastructure and Regulatory Challenges - There is a significant need for improved pipeline and transmission infrastructure to effectively distribute natural gas and electricity, which is currently hampered by regulatory hurdles [16][17]. - The cancellation of offshore wind farm projects due to national security concerns highlights the complexities of energy production and the high costs associated with alternative energy sources [10][12]. - The U.S. faces challenges in getting natural gas from production areas like the Permian Basin to markets, leading to flaring of natural gas due to lack of infrastructure [15][16]. Energy Policy and Future Outlook - The current administration is focused on pursuing affordable electricity and reliable energy sources to meet growing demands from sectors like data centers and AI technologies [14]. - The ongoing regulatory discussions and actions are crucial for enhancing energy independence and addressing market distortions caused by black market oil activities from countries like Venezuela and Iran [8][6].