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 ...

EPA今年夏季已通过临时最终法规推迟了部分甲烷标准实施，目前环保组织提起的法律诉讼仍在审理 中。尽管本次修订仅推迟了原定2024年的合规截止日期，EPA表示未来可能对法规其他部分进行更实质 性调整。 特朗普政府表示，新规将影响全国数百处油气设施，并预计在未来十年内节省约7.5亿美元的合规成 本。EPA局长李.泽尔丁称，延长合规期限将"确保不切实际的法规不会阻碍美国释放能源主导地位"。 甲烷是一种强效温室气体，短期内的增温效应是二氧化碳的80倍，而油气行业是美国最大的工业甲烷排 放源。拜登时期的原法规旨在控制甲烷及包括致癌物苯在内的挥发性有机物排放，因此这一法规修订引 发环保组织批评。环保基金会律师罗莎莉.温指出："延期会危及数百万靠近油气生产设施的居民健康， 并损害行业领先者的减排进展。" 中化新网讯11月27日，美国环保局(EPA)最终确定一项法规，授予油气运营商额外一年多的合规宽限 期，暂缓执行前总统拜登时期提出的更换泄漏设备与定期监测甲烷排放的要求。 ...

Core Viewpoint - The U.S. oil and gas industry is experiencing a continuous decline in employment due to Brent crude oil prices remaining between $60 and $70 per barrel, with predictions of prices dropping below $60 this year and remaining low through 2026 [1] Group 1: Oil Price Predictions - Wood Mackenzie forecasts that Brent crude oil prices will fall below $60 per barrel this year and may stabilize around $50 per barrel in the coming years if demand remains weak and geopolitical events do not disrupt supply [1] - Bloomberg reports that international oil prices have decreased by 12.5% this year [1] Group 2: Employment and Spending Cuts - The U.S. oil and gas industry is undergoing its largest wave of layoffs since 2022, with companies significantly reducing expenditures [1] - According to Reuters, 22 publicly listed oil companies in the U.S. have collectively cut $2 billion in spending [1] Group 3: Capital Expenditure Trends - Wood Mackenzie predicts a 4.3% decline in global oil and gas exploration capital expenditure this year, bringing it down to $341.9 billion, marking the first decrease in spending since 2020 [1] - If Brent crude prices fall below $60 per barrel, international oil giants may struggle to maintain current capital expenditure plans and fulfill dividend commitments to shareholders [1] Group 4: Industry Cyclicality - The oil and gas industry is characterized by cyclical trends, and while recent cycles have been irregular, the fundamental cyclical nature has not disappeared [1] - Many oil and gas companies are currently implementing conventional measures during this downturn, such as layoffs and cost-cutting, in anticipation of a recovery [1]

果链集体走强。其中，瑞声科技 2018.HK 涨 3.95%，富智康集团 2038.HK 涨 5.38%，高伟电子 1415.HK 涨 3%，丘钛科技 1478.HK 涨 1.68%，比亚迪电子 285.HK 涨 1.83%。苹果首款折迭屏手机 iPhone Fold 有望明年年底前发布，引 发市场关注。 昨夜美股在比特币及科技股带动下全面反弹，三大指数扭转前一日大跌格局， 市场情绪明显回暖，投资人重新押注联准会 12 月会议有望启动降息，带动风 险资产同步走强。标普 500 指数上涨约 0.25%、纳斯达克指数则在大型科技与 AI 题材股推动下上涨约 0.6%，反映成长类资产买盘回流。 昨日，港股三大指数涨跌互现。截至收盘，恒生指数涨 0.24%，国企指数涨 0.11%， 恒生科技指数跌 0.37%。大市成交金额 1,782.47 亿元，主板总卖空金额 274.03 亿元，占可卖空股票总成交额比率为 17.51%。南向资金北水方面，港股通交易 净流入 41.01 亿港元。港股通 10 大成交活跃股中，北水净买入最多的是美团 3690.HK、小米集团 1810.HK、阿里巴巴 9988.HK；净卖出最多的是腾 ...

Core Insights - Songyuan City, known for its rich oil and gas resources, is transitioning towards green energy projects, focusing on renewable energy sources like wind and solar to meet its "14th Five-Year Plan" goals [1][2] New Industry: Green Energy Exploration - The region between the Greater Khingan Range and the Changbai Mountains has significant wind and solar energy resources, driving the development of green energy projects [2] - The green hydrogen and ammonia project in Songyuan has a total investment of 6.946 billion yuan, aiming to produce 200,000 tons of green ammonia and green methanol annually [2][4] New Chain: Focus on "Dual Carbon" Innovation - Songyuan is enhancing its manufacturing capabilities by integrating the entire supply chain for renewable energy, including wind turbine and solar equipment manufacturing [5][7] - The city has attracted ten major enterprises in the renewable energy equipment manufacturing sector, with an expected output value of 7.378 billion yuan in 2024 [7] New Power: Green Transition of Oil and Gas Industry - The Jilin Oilfield, with over 60 years of exploration history, is actively pursuing green development, achieving a cumulative self-generated power of 1.05 billion kilowatt-hours, with 33% of its production electricity sourced from clean energy [9][11] - The CCUS project aims to capture and utilize carbon dioxide, enhancing oil recovery while reducing emissions, with a pipeline project already underway [11]

中化新网讯 近日，英国政府已决定将北海油气生产商的暴利税政策延续至2030年3月。据预算责任办公 室文件披露，财政大臣雷切尔·里维斯旨在通过该税收筹集数十亿英镑，以缓解高借贷成本及福利削减 政策反转带来的财政压力。 这项能源利润税(EPL)始于三年前俄乌冲突推高能源价格时期。尽管此后能源价格回落，政府仍持续并 强化该税收以充实国库。去年暴利税税率升至38%，使油气行业总体税负达78%。 不过，生产商指出，高税负正削弱英国投资吸引力，许多企业已重新评估在英业务，选择出售、合并或 缩减规模。行业组织"英国离岸能源"呼吁政府尽早改革税收政策。其分析显示，若在2026年而非2030年 调整暴利税，未来十年可增加157亿至486亿英镑税收。该组织警告，推迟改革将导致北海产量到2030年 下降40%，每月流失约1000个工作岗位，加剧对进口能源的依赖，并缩减国内油气生产的税基。 ...

Core Insights - The article highlights the successful development of China's first 100-kilowatt oil and gas associated wastewater hydrogen production system by China National Petroleum Corporation (CNPC) in collaboration with Changqing Oilfield [1] Group 1: Technological Breakthrough - The 100-kilowatt oil and gas associated wastewater electrolysis hydrogen production system has achieved continuous and stable operation at the Sulige gas field [1] - This development signifies a substantial breakthrough in the resource utilization of oil and gas wastewater in China, particularly in the "pollution reduction - hydrogen production" full-chain approach [1]