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直击*ST新潮股东大会:持续不到20分钟,有股东称驱车1000多公里却未能提问
Mei Ri Jing Ji Xin Wen· 2025-09-21 13:23
Core Viewpoint - The article discusses the challenges faced by *ST New潮 (New潮 Energy) following a delayed annual shareholder meeting, highlighting investor concerns over control disputes and the management of overseas assets [1][3][8]. Group 1: Company Background - *ST New潮 Energy has been under scrutiny due to a delayed annual report, resulting in a proposed fine of 3 million yuan and additional penalties for two former executives totaling 2 million yuan [3]. - The company is currently embroiled in a power struggle between new and old management, particularly regarding control over its key overseas assets located in the United States [8]. Group 2: Shareholder Meeting Insights - The annual shareholder meeting held on September 19 lasted only about 18 minutes, with management leaving shortly after, leading to dissatisfaction among investors who traveled long distances to attend [4][6][7]. - Key topics of concern for shareholders included the management of overseas assets, the status of ongoing lawsuits in the U.S., and the potential for the company to remove its "ST" designation [5][11]. Group 3: Legal and Financial Issues - The company is involved in a lawsuit against its auditing firm, which could impact its financial reporting and investor confidence, as it has received "negative opinions" on internal controls for two consecutive years [12][13]. - A recent court ruling has mandated that the U.S. subsidiary of New潮 Energy maintain normal operations and restrict significant transactions without prior approval, emphasizing the importance of shareholder control [10]. Group 4: Market Reaction - Despite being under "ST" designation, New潮 Energy's stock experienced significant gains shortly after resuming trading, indicating some investor optimism [14]. - However, concerns remain about the ability of the new controlling shareholder, 伊泰 (Yitai), to effectively manage the company amidst ongoing challenges [14].
西方石油(OXY.US)直言“抓碳”面临融资压力:自愿市场难签长约+封存风险不对称
智通财经网· 2025-09-18 23:25
Core Insights - Occidental Petroleum's carbon capture business leader indicates that direct air capture (DAC) projects need to move beyond traditional financing models to scale effectively, as current DAC methods lack "bankability" [1][4] - The company is heavily investing in DAC technology, with its subsidiary 1PointFive set to complete a facility in Texas by the end of the year, aiming to capture 500,000 tons of CO₂ annually, making it the largest DAC facility globally [2][3] Group 1: Direct Air Capture Technology - Direct air capture (DAC) is a technology that extracts CO₂ directly from the atmosphere using chemical or physical absorbents, differing from capture methods at emission sources [3] - Occidental Petroleum's 1PointFive is constructing the STRATOS facility in Texas, which has received EPA injection permits and aims to capture 500,000 tons of CO₂ per year [3] - The company's DAC technology primarily stems from its acquisition of Carbon Engineering for $1.1 billion in 2023, utilizing a liquid solvent (KOH) absorption method [3] Group 2: Market Dynamics and Challenges - The current market for carbon capture relies heavily on voluntary carbon removal contracts and government incentives, with banks still waiting for "bankable cash flows" to develop [4] - Cottone suggests that a more realistic model for expanding the carbon capture and storage market involves having a single entity manage the entire carbon asset chain, from capture to storage [2] - Transitioning from voluntary carbon markets to a regulated global market could also facilitate growth in the sector [2]
经济日报丨“AI+能源”大势所趋影响深远
国家能源局· 2025-09-18 12:00
清晨,内蒙古的风电场里,人工智能算法已精准预测出未来一段时间的风速与发电量;千里之外的华东智能电网,正实时 平衡着海量用电需求与分布式能源的供电波动;在深海油气平台,AI驱动的监测系统持续排查设备隐患,确保开采作业安 全稳定……这幅由人工智能深度赋能的能源图景,正从蓝图加速走向现实。 近日,国家发展改革委、国家能源局联合印发《关于推进"人工智能+"能源高质量发展的实施意见》(以下简称《实施意 见》),为能源与AI的深度融合划定了科学路径。新政标志着我国能源行业正迈入一场系统性、革命性变革——以AI为核 心驱动力,重塑能源生产、传输、消费全链条,为构筑高质量能源供给体系与高水平能源安全屏障奠定坚实基础。 《实施意见》为我们绘制了一幅清晰的路线图:到2027年,能源与人工智能融合创新体系初步构建,算力与电力协同发展 根基不断夯实,人工智能赋能能源核心技术取得显著突破。届时,5个以上专业大模型将在电网、发电、煤炭、油气等行业 深度应用,探索出百个典型应用场景赋能路径。这一切,将为我国能源领域智能化发展奠定坚实基础,让智能化成效初 显。 展望2030年,能源领域人工智能专用技术与应用总体将达到世界领先水平。到那时,我 ...
印尼混乱经济学:暴动、怒火与热钱
创业邦· 2025-09-18 10:08
Core Viewpoint - Indonesia, as the largest archipelagic country in Southeast Asia, faces significant social unrest driven by wealth disparity and political challenges, which presents both risks and opportunities for investment and business development [5][6][9]. Group 1: Economic Landscape - Indonesia's GDP per capita in 2023 is approximately $4,940.55, indicating a moderately high-income level, but the country struggles to achieve the desired 8% annual GDP growth rate, currently hovering around 5% [9]. - In 2023, Indonesia attracted $220.5 billion in foreign investment, with Singapore, China, and Hong Kong being the top three sources. Notably, a significant portion of Singapore's investments is attributed to Chinese enterprises [9][22]. - The government aims for Indonesia to become the fifth-largest economy globally by 2045, reflecting a long-term vision for economic growth [7]. Group 2: Social Issues and Wealth Disparity - The wealth gap in Indonesia is stark, with the richest 10% controlling 30-35% of the national income, while the poorest 40% hold only about 15% [11]. - The poverty rate in Indonesia is reported at 68.3% based on a typical poverty line, indicating a significant portion of the population remains economically marginalized [12]. - The political structure has historically contributed to this inequality, with a highly centralized government that has struggled to effectively distribute resources and power [13][14]. Group 3: Business Environment and Opportunities - The Indonesian government has implemented policies to enhance the business environment, such as the Omnibus Law, which simplifies investment regulations and offers tax incentives in free trade zones [25]. - Chinese enterprises have played a crucial role in Indonesia's economic development, particularly in sectors like nickel processing, infrastructure, and e-commerce, significantly impacting local job creation and economic stability [22][23][25]. - The rise of fintech and e-commerce, driven by investments from Chinese companies, has transformed the payment landscape in Indonesia, promoting cashless transactions and enhancing consumer engagement [25]. Group 4: Infrastructure Development - Infrastructure development is critical for Indonesia's economic growth, with ongoing projects like the Jakarta-Bandung high-speed railway symbolizing significant investment in connectivity [22]. - The need for improved communication networks has led to substantial investments from companies like Huawei and ZTE, which are establishing a robust telecommunications infrastructure [22]. Group 5: Future Outlook - The balance between social unrest and economic development will be pivotal for Indonesia's future, as the country navigates its path towards becoming a more integrated and prosperous economy [26][27]. - The presence of Chinese businesses in Indonesia is seen as both a risk and an opportunity, shaping the country's economic landscape amid ongoing social challenges [27].
张伟华讲师-跨境并购专家,国际油气实务专家
Sou Hu Cai Jing· 2025-09-18 02:46
1.海外合同起草与审查要点 2.涉外合同审核实务 3.跨境并购的法律风险管理 4.中资企业跨境并购中主要 法律风险及实务技能 跨境并购专家,国际油气实务专家,现任香港上市公司联合能源集团总法律顾问、副总经理,曾任中国 海洋石油总公司法律部项目管理处处长,曾参与过诸多世界级跨境并购交易。 被国务院国资委特聘为"海外并购法律专家",2015年入选Legal 500亚太地区最佳公司律师之一,2017年 入选Legal 500中国大陆及香港地区最佳总法律顾问之一,2017年入选汤姆森路透ALB中国最佳总法律 顾问之一,2018年Legal 500 GC powerlist入选。 应邀为北大光华管理学院、中国人民大学律师学院及多家大型央企、证券公司、金融企业、A股上市公 司做海外并购实务及大型项目风险管理系列实务培训。 张伟华 部分课程 ...
中国石油西南油气田建设楚攀"光伏走廊"降碳增绿
Xin Hua Wang· 2025-09-17 11:33
为推动能源结构转型升级,中国石油西南油气田先后在云南昆明、楚雄永仁、四川攀枝花大力发展光伏 项目,全力推进楚攀"光伏走廊"建设,通过"天然气+新能源",初步构建起新能源业务管理和技术支撑 体系。截至目前,云南民族大学雨花校区屋顶分布式光伏项目已建成投运,攀枝花米易撒莲丙谷10万千 瓦光伏项目和楚雄州永仁县田房光伏发电项目正有序推进。 云南民族大学雨花校区屋顶分布式光伏项目,装机容量6.22兆瓦,通过"自发自用、余电上网"模式,既 为学校降低用电成本,又为电网注入清洁电力。在一处光伏车棚边,雨花校区后勤服务中心水电主管谢 涛说:"这个车棚安装了159块光伏板,既能遮雨又能庇荫,还能为新能源车提供充足的电源。"在校区 内,类似这样的地面车棚有18处。截至目前,该项目今年以来已发电超520万千瓦时。 攀枝花米易撒莲丙谷10万千瓦光伏项目,位于攀西大裂谷的崇山峻岭间,是中国石油首个山地光伏项 目,年发电量可达1.7亿千瓦时。项目所发电量全部上载国家电网。项目自去年12月开工后,目前已累 计安装组件超4万块。楚雄州永仁县田房光伏发电项目,装机规模50兆瓦,目前各项准备工作有序进 行,建成后将成为"光伏走廊"上又一抹新绿 ...
服贸会展示能源新未来:园区不断归“零” CCUS与氢能成焦点
Zhong Guo Neng Yuan Wang· 2025-09-17 02:52
Group 1: Event Overview - The 2025 China International Service Trade Fair (CIFTIS) is being held at Shougang Park in Beijing, showcasing innovations in green energy, circular economy, and new materials [1] - The event features a focus on environmental services, with companies presenting cutting-edge technologies and solutions for green low-carbon development [1] Group 2: Key Technologies and Innovations - Solid-state batteries showcased at the event demonstrate stable power supply even after being cut, highlighting advancements in battery safety [6] - BOE's "zero-carbon house" converts sunlight into electricity, representing a revolutionary shift from energy consumption to energy production [1][4] - Huawei's liquid-cooled ultra-fast charging technology aims to address long charging times for electric vehicles, with a charging station capable of delivering "one kilometer per second" [5] Group 3: Major Industry Players - China's major oil companies, including Sinopec, PetroChina, and CNOOC, are transitioning from traditional oil and gas suppliers to comprehensive energy service providers, focusing on hydrogen energy and CCUS technologies [2][3] - Sinopec has showcased its latest achievements in hydrogen energy, CCUS, geothermal, wind and solar green electricity, and biofuels [2] - CNOOC has implemented over 400 energy-saving and low-carbon projects since the 14th Five-Year Plan, achieving energy savings of 1.04 million tons of standard coal and reducing carbon emissions by 3.15 million tons of CO2 equivalent [2] Group 4: Zero-Carbon Solutions - The "Zero-Carbon Park Solution Pavilion" features over ten companies presenting comprehensive zero-carbon solutions, including distributed photovoltaic power systems [7] - Beijing Huamao Center achieved 100% green electricity operation in 2024, reducing carbon emissions by 24,000 tons [8] - The AI-powered waste incineration system presented by Chaoyang Environmental Group addresses long-standing technical challenges in the industry [7] Group 5: Market Trends and Future Outlook - The event reflects a shift from showcasing technologies to facilitating transactions, with green technologies becoming more accessible and tradeable [9] - Companies are transforming green productivity into tradeable and replicable solutions, breaking down technologies into modular components for global buyers [9]
“科技+产业”双轮驱动 助力西安能源油气产业新发展
Zhong Guo Xin Wen Wang· 2025-09-16 21:21
中新网西安9月16日电 (梅镱泷许静)"西安经开区深度融入国家能源安全战略布局,依托全国最大油气田 —长庆油田的带动能力,构建起了体系完善、规模可观的能源油气产业链群。"西安经开区党工委委 员、管委会副主任陈迪16日介绍道。 当日,西安市人民政府新闻办公室举行了"全力推进科技创新和产业创新融合发展"主题系列新闻发布 会。记者从会上获悉,2024年,西安经开区聚集油服配套企业500余家,覆盖勘探开发、储运销售和装 备制造等产业链上下游环节。全年能源油气产业实现工业产值506.5亿元,同比增速达到29%。 据介绍,在源头端,西安经开区强化支撑重点科研机构,引领关键技术突破。以低渗透油气田勘探开发 国家工程实验室为例,自运行以来,围绕低渗透致密油气、页岩油气等领域实现8大关键技术突破,取 得授权发明专利335件,相关成果获国家科学技术奖6项、省部级科学技术奖412项,为鄂尔多斯盆地油 气稳产增产奠定了坚实基础。 在培育端,西安经开区携手专业银行,针对油气企业特点及融资需求,定制一揽子20余项特色金融服务 产品。引入1亿元规模"小升规"基金,赋能高技术成果转化企业快速成长,从新增市场主体入手推动产 业结构升级。 记者 ...
瑞穗下调多只油气股目标价
Ge Long Hui· 2025-09-16 09:01
Group 1 - Mizuho has lowered the target price for Occidental Petroleum from 65 USD to 58 USD [1] - Mizuho has reduced the target price for Murphy Oil from 31 USD to 29 USD [1] - Mizuho has adjusted the target price for ExxonMobil from 124 USD to 123 USD [1] - Mizuho has decreased the target price for Chevron from 192 USD to 191 USD [1]
国家统计局:2025年9月上旬液化天然气(LNG)3924.7元/吨 比上期下降0.7%
Guo Jia Tong Ji Ju· 2025-09-16 07:43
Group 1 - The core viewpoint of the article indicates that the National Bureau of Statistics has released the price changes of important production materials in the circulation field for early September 2025, showing a mixed trend with 8 products increasing in price, 40 decreasing, and 2 remaining stable [1] Group 2 - In the oil and gas sector, the price of liquefied natural gas (LNG) is reported at 3924.7 yuan/ton, a decrease of 0.7% compared to the previous period [2] - The price of liquefied petroleum gas (LPG) is 4503.7 yuan/ton, reflecting an increase of 1.6% from the last period [2] - Gasoline prices for 95 National VI grade are at 8420.3 yuan/ton, down by 0.6%, while 92 National VI grade gasoline is priced at 8138.5 yuan/ton, also down by 0.7% [2] - Diesel (0 National VI) is priced at 7002.6 yuan/ton, showing a decrease of 0.6% [2] Group 3 - The previous price for liquefied natural gas (LNG) was 3951.6 yuan/ton, which indicates a decline of 2.2% from the prior period [3]