中国发展网讯 赵志斌 记者郭建军报道 9月16日上午，省政府新闻办举行新闻发布会，省发展改革委党 组书记、主任陈磊介绍了2025年太原能源低碳发展论坛（以下简称"太原论坛"）的六大亮点。 太原论坛从2016年以来已成功举办八届，在往年成功举办的基础上，今年论坛的亮点体现在六个方面： 活动安排体现务实合作 论坛活动采取主题演讲、圆桌对话、案例分享、政策解读等方式展开，将围绕绿电园区、非常规天然 气、氢能、地热、甲醇等开展主题推介，建立合作机制，推广合作项目。安排转型金融"银企对接"，助 力高碳产业绿色低碳转型。 参会嘉宾突出专业性 本次论坛开幕式暨高级别会议邀请嘉宾200人左右，着重邀请与山西省在能源领域开展深度合作的重要 嘉宾，包括国际方面，外国政要、国际组织高级官员、外国驻华大使、跨国企业负责人等；国内方面， 国家部委领导、央企主要负责人、院士专家、民营龙头企业负责人等。 活动内容凸显科技创新 突出能源科技创新引领，面向省属企业征集新技术、新应用、新产品、新材料等20余项开展首展、首 发。面向怀柔实验室山西研究院、清华大学山西清洁能源研究院、中科院山西煤化所、太原理工大学等 科研院所征集优秀科研成果，举办新 ...

2014年，斯伦贝谢科技服务（成都）有限公司在双流注册，其业务贯穿油气田开发的全产业链。 2022年，斯伦贝谢（中国）投资有限公司与双流区人民政府签署投资协议，斥资7亿元建设中国区陆地服务总部、结算中心及设备维护保养基地项目。该项 目占地42亩，总建筑面积超2万平方米，包含办公楼、库房、生产支持厂房及相关配套作业设施。在双流区委、区政府的支持下，该项目于2023年3月启动建 设，已在今年7月建成。 据了解，新基地规模比原基地扩大4倍，并配备先进的基础设施，提供舒适的工作环境，涵盖技术研究、设备维护、作业管理和远程支持等核心功能，可显 著提升运营效率和服务能力。 9月15日，斯伦贝谢中国陆地服务总部落成仪式在成都市双流区举行，标志着斯伦贝谢在中国战略布局的持续深化，也为双流打造能源装备产业集群提供了 重要支撑。 据悉，该总部的投运，将进一步提升西南地区在高端油气与数字勘探等领域的技术水平，推动产业链向高端化、智能化、绿色化加速转型。 斯伦贝谢与成都的结缘，可追溯至2002年成都基地的成立，至今已扎根成都20余年。近年来，斯伦贝谢积极转型，从传统的油田服务公司发展为专注于低碳 和能源创新的科技公司，致力于推动能源 ...

Group 1 - The 2025 China International Service Trade Fair (CIFTIS) showcases various green technologies and practices aimed at promoting a comprehensive green transformation of economic and social development [1] - Key areas highlighted include new energy and low-carbon services, environmental ecological services, and digital technology applications [1] - Companies like China National Petroleum Corporation and China National Offshore Oil Corporation are presenting integrated solutions for hydrogen energy and low-carbon technologies [1] Group 2 - In the engineering consulting and construction services section, China State Construction Engineering Corporation demonstrates the use of high-performance waterproof materials and eco-friendly decoration materials for building green low-carbon houses [2] - China Pacific Insurance showcases green finance initiatives, providing risk guarantees of 683.4 billion yuan for clean energy projects in the first half of 2025, reflecting a year-on-year growth of 3.6% [2] - The fair emphasizes the need for a shift in concepts and consumer behavior towards green development, with many companies launching green products across various sectors [2]

Core Viewpoint - The energy sector in China is experiencing significant growth, with total revenue projected to exceed 12 trillion yuan by 2024, driven by both traditional oil and gas and emerging energy sectors [2][4]. Group 1: Revenue Growth - The overall revenue of China's energy industry is expected to rise from 10.27 trillion yuan in 2021 to 12.09 trillion yuan in 2024, reflecting a compound annual growth rate of 5.58% [2]. - The oil and gas sector's revenue is projected to reach 6.81 trillion yuan in 2024, marking an 18.85% increase from 2021 [4]. - The electricity sector's revenue is anticipated to hit 1.94 trillion yuan in 2024, a growth of 21.49% compared to 2021 [10]. Group 2: Sector Performance - The storage sector is experiencing explosive growth, with total revenue increasing from 0.65 trillion yuan in 2021 to 1.67 trillion yuan in 2024, a staggering increase of 156% [10]. - The oil and gas industry is benefiting from enhanced exploration and production efficiency, with significant contributions from companies like China National Petroleum Corporation (CNPC) and China National Offshore Oil Corporation (CNOOC) [4][6]. Group 3: Technological Advancements - Technological innovations are playing a crucial role in increasing reserves and production, particularly in deep earth, deep water, and unconventional resources [5][6]. - Breakthroughs in drilling technology and the development of unconventional oil and gas resources are expected to boost production significantly, with shale oil production projected to exceed 6 million tons in 2024, a 30% increase year-on-year [6]. Group 4: Energy Transition - The energy structure is shifting towards greener alternatives, with natural gas production's share increasing from 43.68% in 2022 to 44.77% in 2024 [6]. - Companies are actively expanding into new growth areas, such as integrated energy services, with China Petroleum and Chemical Corporation (Sinopec) making strides in developing charging and hydrogen stations [6]. Group 5: Market Dynamics - The energy market is witnessing a transition from policy-driven growth to market-driven dynamics, particularly in the storage sector, which is becoming a key resource for balancing supply and demand [12][13]. - The renewable energy installed capacity is projected to reach 1.89 billion kilowatts by 2024, accounting for 56% of total installed capacity, indicating substantial progress in energy structure transformation [11].

Core Insights - Urban renewal is not merely a physical renovation but a systematic rethinking of urban functions, particularly in the energy sector, which encompasses security, green transformation, and other multiple objectives [1][2][3] Urban Renewal and Energy Infrastructure - The concept of urban renewal has gained traction across various regions, with significant investments planned for upgrading urban infrastructure, including nearly 600,000 kilometers of gas, water, and heating pipelines over the next five years, with an estimated investment exceeding 4 trillion yuan [1][2] - The energy sector is crucial for urban operations, impacting the quality of life and the direction of various industries, necessitating a robust energy supply system that is both affordable and efficient [1][2] Challenges in Urban Energy Systems - Despite an increase in renewable energy capacity, coal and natural gas remain the primary energy sources in many cities, leading to challenges in achieving green and low-carbon goals [2][3] - Urban energy infrastructure faces issues such as outdated systems, safety hazards, and a lack of resilience, which are exacerbated by extreme weather and complex scenarios [2][3] Strategic Directions for Energy Transformation - Accelerating the renovation of energy infrastructure is essential, with a focus on integrating traditional systems with smart scheduling and multi-network convergence to create a visible and manageable energy operation system [3][4] - The integration of green low-carbon principles throughout the urban renewal process is vital, promoting localized renewable energy solutions and transforming energy consumption patterns from high-carbon to low-carbon [3][4] Technological Integration and Policy Support - The future evolution of urban energy systems relies on technological empowerment, with the integration of IoT, big data, and AI being key to enhancing operational efficiency and energy management [3][4] - Policy mechanisms must align with urban renewal efforts, including the incorporation of green energy projects into overall planning and the establishment of a green electricity trading market to foster a low-carbon environment [4]

Core Viewpoint - The article discusses the implementation plan for the "Beijing Renewable Energy Development and Utilization Regulations," emphasizing the integration of renewable energy into economic planning and the establishment of a new energy system to promote green and low-carbon transformation in the city [8][9]. Summary by Sections Overall Requirements - The plan aims to guide the development of renewable energy in Beijing, aligning with national policies and promoting sustainable development [9]. Main Tasks - Establish a comprehensive renewable energy planning system, integrating it into national and local economic plans [10]. - Accelerate the application of renewable energy, including increasing installed capacity for solar and wind energy [13]. - Enhance regional energy cooperation, particularly within the Beijing-Tianjin-Hebei area [13]. - Develop a new power system with a focus on smart grids and flexible power regulation [14]. Renewable Energy Promotion - Promote the establishment of a renewable energy consumption mechanism, including green certificate markets and green power consumption accounting [19]. - Encourage the use of renewable energy in public services and data centers, aiming for over 80% green power consumption by 2025 and 100% by 2030 [19]. Support for Technology and Industry Development - Support the establishment of innovation platforms in renewable energy, focusing on hydrogen, storage, and other key areas [21]. - Promote the development of a renewable energy standard system and enhance financial support for renewable energy projects [22]. Implementation Organization - Strengthen coordination among various departments and ensure the responsibilities of local governments and energy enterprises are clearly defined [24].

Core Viewpoint - Qinghai Province, particularly Hainan Tibetan Autonomous Prefecture, is rapidly transforming into a national clean energy industry hub, shifting from traditional agriculture to green industries, with significant ecological and economic implications [1][2]. Group 1: Ecological and Economic Transformation - Hainan Prefecture is focusing on developing a clean energy industry, including water, wind, solar, geothermal, and energy storage, leading to a structural shift in its economy [1]. - The region has successfully transformed previously barren lands into productive areas, showcasing the potential of ecological restoration [1]. - The local government is guided by national directives to enhance ecological civilization and develop a world-class salt lake industry and clean energy base [1][2]. Group 2: Sustainable Development Challenges - Despite ecological advantages, the western regions, including Qinghai, face challenges of unbalanced and insufficient development, necessitating a focus on sustainable growth [2]. - The relationship between ecological protection, high-quality economic development, and improving livelihoods is critical for the region's overall progress [2][3]. Group 3: High-Quality Development Strategies - Hainan Prefecture emphasizes the integration of ecological protection with high-quality development, aiming for a balanced approach that does not compromise either aspect [3]. - The region's development strategy includes promoting clean energy and stabilizing agriculture while ensuring ecological integrity [3][4]. - The prefecture is leveraging new productive forces, particularly in clean energy, to drive economic growth while addressing ecological pressures [4]. Group 4: Future Directions and Innovations - The global shift towards green, low-carbon, and sustainable development presents opportunities for Hainan Prefecture to enhance its clean energy sector [4]. - There is a need for reforms, higher levels of openness, and deeper innovations to strengthen the region's technological capabilities and support traditional industry upgrades [4]. - The prefecture aims to integrate green electricity with digital technologies to create new growth drivers and advantages [4].

Core Insights - The China International Supply Chain Promotion Expo (Chain Expo) is the world's first national-level exhibition focused on supply chains, showcasing various industries and emphasizing the core value of "linking the world and co-creating the future" [1] Group 1: Industry Collaboration and Innovation - The Chain Expo serves as a high-end platform for global enterprises to collaborate, aiming to create a more open, efficient, and sustainable supply chain ecosystem [2] - YTO Express's chairman highlighted the Expo's role in enhancing connectivity among upstream and downstream enterprises, promoting a "win-win chain" [2] - Sinopec showcased its commitment to clean energy supply chains, focusing on natural gas, hydrogen, and other sustainable energy sources, and signed cooperation agreements with nearly 50 companies in the hydrogen sector [3] Group 2: Technological Advancements - Numerous companies presented cutting-edge technologies and smart solutions at the Expo, demonstrating innovation in the supply chain sector [3] - Ninebot showcased 10 models of short-distance transportation and service robots, emphasizing its full industry chain layout in smart mobility [3] - Inner Mongolia Jishuo Technology introduced a leading "rumen capsule" technology for real-time livestock health monitoring, breaking foreign monopolies and enhancing domestic livestock farming [3] Group 3: Infrastructure and Equipment - China Communications Construction Group displayed major infrastructure projects, including Asia's largest self-propelled dredging vessel, enhancing global industrial chain collaboration [4] Group 4: Cross-Industry Synergy - CITIC Group presented its comprehensive service capabilities across various sectors, aiming to be a "bridge linking the world" [5] - China Resources Group showcased its strategic layout in health, green agriculture, and clean energy, with over 270,000 supply chain enterprises participating in its procurement activities [5] Group 5: Global Supply Chain Dynamics - Tsingtao Brewery emphasized the importance of global supply chain connectivity, leveraging smart cold chain logistics for product freshness [6] - APP (Asia Pulp & Paper) highlighted its role in cross-border industrial chains and ecological innovation, aiming to deepen international cooperation in the supply chain [6] Group 6: Future Outlook - The Chain Expo has evolved into a significant platform for global industrial chain cooperation, promoting a shift from product competition to collaborative ecosystem building [7] - Participating companies believe the Expo enhances technological matchmaking and market expansion, contributing to the resilience and sustainability of global supply chains [7]

Core Viewpoint - The energy transition presents more opportunities than challenges, with China National Offshore Oil Corporation (CNOOC) actively promoting the clean transformation of fossil energy and the large-scale development of clean energy [2][3]. Group 1: Energy Transition and Development - As of May 2023, the total installed capacity of wind and solar power has surpassed thermal power, reaching 1.65 billion kilowatts, establishing China as the largest and fastest-growing renewable energy system globally [2]. - CNOOC is optimizing its energy structure by significantly increasing the proportion of natural gas in traditional energy sectors while actively expanding into offshore wind power during the 14th Five-Year Plan period [2]. - The company is exploring carbon capture, utilization, and storage (CCUS), geothermal energy, and hydrogen energy, with its first offshore CCUS project already operational in the Enping oil field [2]. Group 2: Technological Innovation - Technological innovation is the core driving force behind the energy transition, with CNOOC achieving breakthroughs in deep-sea oil and gas resource development through major projects like "Deep Sea No. 1" and "Seaweed No. 1" [3]. - The company aims for a year-on-year reduction in energy consumption intensity and carbon emission intensity in 2024, continuing the downward trend since the 14th Five-Year Plan [3]. - CNOOC employs a dual-driven model of "project traction + forward-looking layout" to tackle key technological challenges and set research directions for the next five years [3]. Group 3: International Cooperation and Market Strategy - CNOOC, as China's largest and the world's second-largest LNG importer, has established a resource network covering over 30 countries and regions, aiming to create a more collaborative global energy market [3][4]. - The company's transformation practices are seen as exemplary, achieving low-carbon development in traditional oil and gas operations while leveraging marine industry advantages to expand into new energy sectors [4]. - The strategy of "stabilizing oil, increasing gas, and expanding new energy" effectively enhances competitiveness in the new energy era amid profound adjustments in the global energy landscape [4].

Core Viewpoint - The continuous rise of China National Petroleum Corporation (CNPC) stock reflects a significant shift in market perception, transitioning from a "sunset industry" to a "safe haven" for capital, driven by supply-demand restructuring, value reassessment, and capital dynamics [1][3][8]. Group 1: Stock Performance and Market Dynamics - CNPC's stock price has risen for 60 consecutive trading days, with a cumulative increase of over 25%, bringing its market capitalization close to 1.8 trillion yuan, surpassing the peak during the 2015 bull market [1][3]. - Institutional holdings in CNPC increased from 12.3% to 18.7% by the end of Q1 2024, with significant purchases from social security funds and public funds, indicating a shift towards long-term investments [3][4]. Group 2: Fundamental and Financial Transformation - CNPC is undergoing a transformation with stable crude oil production of 760 million barrels and a 5.2% year-on-year increase in natural gas production, while its oil cost has dropped below $30 per barrel [3][6]. - The revenue share from new energy businesses has increased from 1.2% in 2020 to 8.7% in 2024, indicating a shift towards a dual-driven model of traditional energy and green transition [3][5]. Group 3: Capital Players and Investment Strategies - Long-term funds, including social security and sovereign wealth funds, are key drivers of CNPC's stock performance, attracted by its high dividend yield of 5%-6%, which is significantly higher than the 10-year government bond yield [4][5]. - Foreign capital has increased its holdings in CNPC by 45% within six months, reflecting international confidence in China's energy security [4][5]. Group 4: Future Variables and Market Sentiment - The sustainability of CNPC's stock rise is contingent on three key variables: oil price fluctuations, the financial viability of its new energy projects, and market sentiment shifts [6][7]. - Oil prices are crucial, as a $10 increase in oil price can boost CNPC's net profit by approximately 20 billion yuan, but excessive price hikes could limit profit elasticity due to domestic pricing mechanisms [6][7]. - The market's perception of CNPC's new energy initiatives remains speculative, with concerns about cost competitiveness and potential policy changes affecting future valuations [7][8].