日前，生态环境部发布国家生态环境标准《石油天然气开采业固体废物污染控制技术规范(试行)》(下称 《规范》)，规定了陆上石油天然气开采过程产生的水基岩屑和含油废物等固体废物污染控制的总体要 求，收集、贮存、转移、利用、处置过程及利用产物(包括剩余固相和回收的矿物油等)的污染控制要 求，以及环境和污染物监测要求。《规范》为首次发布，自7月1日起实施。 生态环境部有关负责人介绍，石油和天然气开采过程会产生大量钻井岩屑(包括水基岩屑、油基岩屑)和 含油污泥等固体废物，其中油基岩屑和含油污泥属于危险废物，其规范利用处置已成为促进我国石油和 天然气开采业绿色发展、维护生态安全亟待解决的问题。 该负责人表示，《规范》的制定坚持"三化"原则并鼓励综合利用。例如，作业现场配备钻井泥浆回收装 置，实现回收利用；废弃钻井泥浆采用不落地处理工艺，回收液相，减少钻井岩屑产生量，降低环境风 险；含油废物优先采用回收矿物油的方式利用等。 《规范》进一步分类分场景细化了污染控制要求。收集、贮存、转移时，水基岩屑随钻固液分离后收 集，分离后的水基岩屑含水率宜小于60%。磺化钻井岩屑单独收集处理，特殊工段及非正常工况下产生 的聚合物钻井岩屑单独 ...

Group 1 - China National Petroleum Corporation (CNPC) has recently obtained a new invention patent titled "A Method and Device for Evaluating the Sweet Spot of Shale Full-Volume Element Three-Component" with application number CN202511960662.8, authorized on February 17, 2026 [1] - The patent involves a method for shale analysis that enhances the accuracy of shale evaluation results by assessing total porosity, grain size distribution, and X-ray diffraction patterns of shale samples [1] - In 2023, CNPC has received a total of 342 patent authorizations, representing an increase of 80.95% compared to the same period last year [1] Group 2 - CNPC has made investments in 1,300 enterprises and participated in 443 bidding projects [2] - The company holds 105 trademark registrations and 48,574 patent records, along with 168 administrative licenses [2] - In the first half of 2025, CNPC invested 9.899 billion yuan in research and development, reflecting a year-on-year increase of 2.51% [1]

来源：云南网 原标题：新标准推动石油天然气绿色开采 标准要求，油气开采业固体废物污染防治坚持减量化、资源化和无害化原则，作业现场配备钻井泥浆回 收装置，实现钻井泥浆最大化利用。无法循环利用的钻井泥浆宜采用随钻不落地的处理方式，回收钻井 泥浆中的液相（水），以减少钻井岩屑产生量，降低环境风险。含油污泥等废物优先采用回收矿物油的 方式利用，回收的矿物油可用作炉用燃料油、石油产品炼制的原料；水基岩屑等固体废物可以在环境风 险可控的前提下，以铺设道路、制备烧结砖、混凝土骨料等方式综合利用。（李禾） 13日，记者从生态环境部获悉，《石油天然气开采业固体废物污染控制技术规范（试行）》（HJ 1461- 2026）（以下简称"标准"）将于今年7月1日起实施。该标准的实施将有效防范和降低石油天然气开采业 的生态环境风险，推动其绿色开采。 原标题：新标准推动石油天然气绿色开采 来源：科技日报 油气开采过程会产生大量水基岩屑、油基岩屑等钻井岩屑，以及含油污泥等固体废物，而油基岩屑和含 油污泥属于危险废物，对其规范处置和利用已成为促进我国油气开采业绿色发展、维护生态安全亟待解 决的问题。 ...

Core Viewpoint - *ST Xinchao expects a net profit of approximately 1.11 billion yuan for the year 2025 after deducting non-recurring items [1] Group 1: Performance Forecast - The company anticipates a decrease in performance primarily due to its main business operations, with a projected 13% decline in revenue compared to the previous year, influenced by falling international oil prices in 2025 [2] - The average monthly price of WTI crude oil for 2025 is forecasted to be $65.46 per barrel, a 14% decrease from $76.55 per barrel in 2024 [2] Group 2: Financial Results - For the first three quarters of 2025, the company's main revenue was 5.659 billion yuan, representing a year-on-year decline of 11.99% [2] - The net profit attributable to shareholders for the same period was 1.331 billion yuan, down 19.44% year-on-year, while the net profit after deducting non-recurring items was also 1.331 billion yuan, reflecting a 27.07% decrease [2] - In the third quarter of 2025, the company's single-quarter main revenue was 1.686 billion yuan, a decline of 18.6% year-on-year, with a net profit of 373 million yuan, down 22.42% year-on-year, and a net profit after deducting non-recurring items also at 373 million yuan, down 30.79% [2] - The company's debt ratio stands at 34.61%, with financial expenses amounting to 88.83 million yuan and a gross profit margin of 43.04% [2]

Core Insights - The significant growth of private investment in key sectors of the national economy is driven by increased demand for private capital and the certainty of returns in these industries [3][4] Group 1: Private Investment Growth - Since 2020, the internal structure of private investment in China has changed, with more capital flowing into critical sectors like mining and infrastructure [3] - In 2024, private investment in the mining sector increased by 16.2% year-on-year, with a further growth of 19.8% in the first three quarters of 2025. Notably, investments in oil and gas extraction and non-ferrous metal mining surged by 50.5% and 36.6% respectively [3] - Private investment in the electricity, heat, water, and gas production and supply sector saw a year-on-year increase of over 30% in 2024, maintaining a growth rate of 20.2% in the first three quarters of 2025 [3] Group 2: Factors Driving Investment - The transformation and development of relevant industries have created more opportunities for private capital, particularly due to national policies promoting energy efficiency and carbon reduction [4] - The shift of state-owned capital towards high-end manufacturing and services has freed up more space for private investment, with state-owned mining sector investment growth slowing to 3.7% in the first three quarters of 2025, lagging behind private investment by 16.1 percentage points [4][5] - The current alignment of private capital demand with key economic sectors is high, as traditional manufacturing yields lower returns and investment risks have increased, leading to a decline in private capital's share in manufacturing from approximately 45% to 40% [5] Group 3: Management and Regulatory Changes - The increasing influence of private investment necessitates adjustments in management practices, shifting the relationship between government and enterprises from equity-based to trust-based [6] - A collaborative mechanism involving investors, financiers, main enterprises, local governments, and regulatory bodies should be established to ensure project stability and shared interests throughout the project lifecycle [6]

Core Viewpoint - The U.S. Justice Department has filed a lawsuit to block a California law that mandates the establishment of buffer zones exceeding half a mile between oil and gas drilling sites and sensitive areas such as schools, homes, and hospitals [1] Group 1: Legal and Regulatory Implications - The lawsuit indicates a significant federal pushback against state-level regulations that could impact the oil and gas industry [1] - The California law aims to enhance public safety and health by creating protective zones around drilling operations [1] Group 2: Industry Impact - If the California law is upheld, it could lead to increased operational costs and logistical challenges for oil and gas companies due to the need for compliance with new buffer zone requirements [1] - The outcome of this legal battle may set a precedent for similar regulations in other states, potentially reshaping the landscape of the oil and gas industry nationwide [1]

Group 1 - The core viewpoint of the article highlights that southbound funds have increased their holdings in China National Offshore Oil Corporation (CNOOC) by 8.018 million shares on January 12, with a total net increase of 47.6015 million shares over the past five trading days [1] - Over the last 20 trading days, there have been 11 days of net reductions in holdings by southbound funds, totaling 29.687 million shares [1] - As of now, southbound funds hold 10.25 billion shares of CNOOC, accounting for 21.56% of the company's total issued ordinary shares [1] Group 2 - CNOOC is primarily engaged in the exploration, development, production, and sales of crude oil and natural gas [1] - The company operates through three segments: exploration and production, trading, and business management [1] - The exploration and production segment focuses on upstream oil activities, including conventional oil and gas, shale oil and gas, oil sands, and other unconventional oil and gas operations [1]

Core Insights - Jilin Oilfield has significantly reduced natural gas consumption in its self-operated area, achieving a decrease of 12.19 million cubic meters year-on-year in 2025, and a substantial reduction of 75 million cubic meters compared to the end of the 13th Five-Year Plan, resulting in cumulative benefits of 122 million yuan over five years [1][3]. Group 1: Consumption Reduction Strategies - Since the beginning of the 14th Five-Year Plan, Jilin Oilfield has focused on both increasing reserves and production while reducing costs and improving efficiency, placing gas management at the core of cost control [3]. - The company has implemented a "Natural Gas Consumption Assessment Plan," establishing 43 measures to reduce gas consumption, creating a proactive atmosphere for cost reduction across various departments [3][5]. - Continuous monitoring and dynamic management of energy efficiency indicators have been established to identify and enhance potential efficiency measures [3]. Group 2: Technological Innovations - Jilin Oilfield has adopted a combination of technical skills to enhance efficiency, including optimizing system parameters and coordinating production directives to improve gas-saving skills [3]. - The company has added 432 cold-injection and seasonal cold-injection wells, extending the cold-injection cycle by over 10 days for some wells, which reduces self-consumption by 25,000 cubic meters daily [3]. - Projects utilizing waste heat from wastewater and other clean energy initiatives have been successfully implemented, increasing daily gas-saving capacity by 30,000 cubic meters [3]. Group 3: Smart Monitoring and Future Plans - The company has leveraged the results of its "two transformations" by enhancing online monitoring through an intelligent platform, which helps identify and address energy consumption anomalies [5]. - Future plans include a commitment to deepen the natural gas reduction project with a focus on technological innovation and management optimization to enhance overall energy efficiency [5].

Core Viewpoint - Sable Offshore (SOC.US) experienced a significant stock price increase of over 12%, reaching $8.53, following the approval of its pipeline restart plan by the U.S. Department of Transportation's Pipeline and Hazardous Materials Safety Administration [1] Company Summary - Sable Offshore is focused on upstream development in the oil and gas sector, with its primary operations located in the Santa Ynez Unit [1]

Economic Overview - The economic operation in Shaanxi province is stable and shows a positive trend, with continuous release of domestic demand potential and steady development of new productive forces [1] Industrial Production - The industrial added value of enterprises above designated size increased by 7.5% year-on-year, with mining industry up by 9.5%, manufacturing industry up by 5.4%, and production and supply of electricity, heat, gas, and water up by 4.6% [1] - Key industries such as coal mining and washing increased by 10.8%, oil and gas extraction by 4.3%, and equipment manufacturing by 8.2% [1] Investment Structure - Industrial investment grew by 12.7%, surpassing the overall investment growth rate by 14 percentage points, with manufacturing investment up by 14.3% and industrial technological transformation investment up by 20.9% [1] - Private investment maintained growth at 4.8%, with manufacturing private investment increasing by 11.3%, and private investment in information transmission, software, and IT services up by 21% [1] - Private investment in transportation, warehousing, and postal services surged by 36.1% [1] Consumer Market - Retail sales of consumer goods in enterprises above designated size increased by 8.1%, with commodity retail up by 8.7% and catering revenue up by 1.6% [2] - The policy of replacing old goods with new ones has positively impacted sales, with home appliances and audio-visual equipment up by 35.4% and automotive retail up by 7%, including a 34.8% increase in new energy vehicles [2] - Online retail maintained rapid growth, with retail sales through public networks increasing by 25.3% year-on-year [2] Trade Performance - The total import and export value reached 472.037 billion yuan, a year-on-year increase of 13.7%, with exports at 326.695 billion yuan (up 16.6%) and imports at 145.342 billion yuan (up 7.8%) [2] - Exports of electromechanical products increased by 17.6%, and high-tech product exports rose by 17% [2]