利益的羁绊：剖析普京下台后的俄欧中三国博弈 网络上盛传一种说法：普京若下台，俄罗斯将与欧洲言归于好，而中俄关系则会破裂，甚至有人预言欧洲即将崩溃。 真相果真如此吗？让我们抽丝剥茧， 深入分析。 一、 欧洲的韧性与困境：并非不堪一击 2024年，梅德韦杰夫的"欧洲崩溃论"显得苍白无力。欧盟GDP增长虽仅为1.7%，失业率也达到6.2%，高于美国的3.8%，但远未达到崩溃的边缘。 德国汽车 产业成功转型，电动车销量占比达28%，与中国的25%不相上下，展现出强大的适应能力。 政治方面，尽管极右翼势力抬头，法国总统马克龙仍以52%的支 持率成功连任，稳定了欧盟的政治格局。 欧盟对华投资更增长了22%，德国大众更追加150亿欧元投资中国，显示出欧洲在经济全球化格局下的灵活应对。 二、 中俄合作：利益捆绑下的复杂关系 俄乌冲突后，欧盟积极寻求能源多元化，成功降低了对俄罗斯天然气的依赖。 2024年，欧盟从俄罗斯进口的天然气仅占其总进口量的19%，相比2021年的 44%大幅下降。 德国建成4座LNG接收站，并从美国进口的液化气同比增长120%，有效缓解了能源危机。 然而，欧盟对俄实施的经济制裁也造成了反噬。 对俄煤炭禁 ...

2025年上半年，全球造船市场活跃度明显降温。据克拉克森于7月4日披露的新造船市场数据，今年1-6 月，全球新船订单总量为1938万修正总吨（647艘），较去年同期锐减54%。 尽管面临市场整体下行压力，但中国造船企业依然展现出强劲的韧性和竞争力。上半年，中国船企新接 订单量以52%的市场份额稳居世界第一。 值得注意的是，上半年，龙头船企们顺应船舶绿色智能化发展趋势，加紧实现产业升级，竞争力稳步提 升。 "上半年营业收入、利润总额、经营接单和完工交船等主要指标均高质量实现'双过半'。其中，经营承 接及利润总额超额完成年度目标。"7月10日，中船集团广船国际相关人士向《华夏时报》记者强调，面 对全球船东对大型化、绿色化船舶的迫切需求，广船国际已经形成了液货船、集装箱船、滚装船"三 大"主建船型和高端客滚船、半潜船、极地船"三特"批量特色船型的国际化品牌格局。 中国船企新接订单量市占率达52% 2024年，全球新造船订单量达2390艘，合6555万修正总吨，创下17年新高。但今年上半年，全球造船业 景气度开始明显回落。 克拉克森于7月4日披露的数据显示，1-6月，全球新船订单总量为1938万修正总吨（647艘）， ...

背后藏着的是一个让所有人都没料到的秘密， 美国的镍矿需求，恰好是中国最大的弱点...... 印尼的这一转变来得太快，也太惊人， 不得不说，面对特朗普的关税大棒， 越南这一跪起到了"表率"的作用， 当地时间7月5日，印尼方面传来消息，将很快与美国签署一份总额达340亿美元的贸易协议。 这个与中国有着深厚经济合作的国家，突然转身向美国投降， 7月3日，印尼宣布与美国签署了一项总额高达340亿美元的贸易协议， 涉及范围之广、金额之大，让所有人都瞪大了眼睛。 协议内容包括从美国采购大量天然气、农产品、电子产品、机械、医疗设备等， 同时印尼还承诺对美国的1700多种商品实施接近零关税。 这哪里还是贸易谈判，更像是印尼向美国递上的"投名状" 同时印尼还宣布将放宽对美国企业的投资限制，给予他们更为优惠的待遇。 很显然印尼对美国敞开大门，这一切的背后，究竟是因为什么呢？ 细细分析印尼的选择，实际上并不难理解。 在特朗普政府挥舞着"对等关税"大棒的威胁下，印尼的经济压力可想而知， 作为一个资源大国，印尼的经济依赖于其丰富的自然资源， 特别是矿产资源，镍矿便是其中的重头戏。 全球新能源产业对镍的需求日益增加，印尼正是全球镍矿的主 ...

2025 年可再生能源电力消纳责任权重下发，5 月 LNG 进口量同比下降 26.3% 【】【】[Table_Industry] 公用事业—电力天然气周报 [Table_ReportDate] 2025 年 7 月 12 日 15666646523.tcy [Table_StockAndRank] 公用事业 投资评级 看好 上次评级 看好 [左前明 Table_Author] 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 李春驰 电力公用联席首席分析师 邢秦浩 电力公用分析师 执业编号：S1500524080001 联系电话：010-83326712 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 邮 箱：xingqinhao@cindasc.com 化工行业： 唐婵玉 电力公用分析师 执业编号：S1500525050001 邮 箱：tangchanyu@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街 ...

Core Viewpoint - Samsung Heavy Industries has secured a high-end FLNG order, reinforcing its position as the leading "FLNG shipyard" in the global marine engineering sector [2] Group 1: Contract Details - Samsung Heavy Industries signed a preliminary work contract for a floating liquefied natural gas (FLNG) facility with a shipowner in Africa, valued at 869.4 billion KRW (approximately 635 million USD or 4.55 billion RMB), which represents 8.8% of the company's revenue from the previous year [2] - This contract is for the second FLNG of the Mozambique Coral Sul project by Italy's ENI Group, with a total expected construction contract value of up to 2.5 billion USD (approximately 17.94 billion RMB) [2][3] - The FLNG is expected to have an annual production capacity of 3.5 million tons and is planned to be operational by 2028 [3] Group 2: Market Position and Orders - Samsung Heavy Industries has secured 19 new ship orders this year, totaling 3.3 billion USD (approximately 23.68 billion RMB), achieving 34% of its annual order target of 9.8 billion USD [3] - The company anticipates receiving at least 4 FLNG orders this year, with a total contract value of approximately 5.5 billion USD (around 39.46 billion RMB) [3] - Samsung Heavy Industries holds a 55% market share in the global FLNG market, making it the leading company in this sector [5] Group 3: Technical Capabilities - The construction of FLNGs is highly complex and costly, with profit margins typically reaching double digits, positioning them as the "crown jewel" of the marine engineering industry [5] - Samsung Heavy Industries has delivered three FLNGs to date, including the world's largest FLNG, the Prelude, which has an annual production capacity of 3.6 million tons of LNG [6]

Core Insights - Turkmenistan is a unique country with extremely low fuel prices, at just 0.1 RMB per liter, and provides free water, electricity, and natural gas to its residents [1][10] - The country has a rich history, being one of the five ancient civilizations, and gained independence from the Soviet Union in 1991, establishing itself as a permanent neutral state [1][3] - Turkmenistan has significant oil and natural gas reserves, with proven oil reserves of 6.8 billion tons and natural gas reserves of 22.8 trillion cubic meters as of 2022, making it a key player in the global energy market [8][14] Economic and Social Structure - The oil and gas industry is the backbone of Turkmenistan's economy, with a natural gas export completion rate of 122.4% in 2022, highlighting its importance [8] - Residents enjoy a high standard of living due to the extensive welfare system, with free utilities and low transportation costs, such as taxi fares around 3 RMB and bus fares at 0.02 RMB [11][12] - The average monthly income of around 1000 RMB allows residents to live comfortably, supported by the country's generous welfare policies [12] Geopolitical Context - Turkmenistan maintains a neutral stance in international affairs, allowing it to foster independent diplomatic relations, particularly with China, which has become its largest trading partner [3][14] - The relationship with China is crucial for Turkmenistan, especially in the energy sector, with pipeline natural gas exports to China valued at 4.51 billion USD [14] - The recent election of President Serdar Berdymukhamedov in 2022 is expected to enhance cooperation between Turkmenistan and China, particularly in sustainable energy and green economy initiatives [17] Cultural Aspects - The people of Turkmenistan are known for their hospitality and generosity, reflecting their nomadic traditions, which fosters a strong sense of community [15] - The cultural identity is deeply rooted in sharing and helping others, which is evident in social interactions among residents [15] Future Prospects - Turkmenistan plans to invest in sustainable energy development over the next 30 years, aiming to promote a green economy and resource conservation [17] - The cooperation with China is expanding beyond energy to include sectors like traditional medicine, exemplified by the successful transport of Turkmen licorice to China [19]

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002911 证券简称：佛燃能源 公告编号：2025-058 公司以"能源+科技+供应链"为战略发展方向，在深耕城市天然气业务的同时，积极推进石油化工产 品、氢能、热能、光伏和储能等能源业务，以科技求发展，持续开展科技研发与装备制造业务、供应链 业务以及其它延伸业务，为广大用户提供更多元的用能选择。 三、与前次业绩预计的差异说明 在本次业绩快报披露前，公司未进行2025年半年度业绩预计披露。 特别提示：本公告所载2025年半年度的财务数据仅为初步核算数据，已经公司内部审计部门审计，未经 会计师事务所审计，与半年度报告中披露的最终数据可能存在差异，请投资者注意投资风险。 一、2025年半年度主要财务数据和指标 单位：人民币元 注1：上述数据以公司合并报表数据填列，差异为四舍五入造成。 注2：根据《公开发行证券的公司信息披露编报规则第9号》相关规定，在计算加权平均净资产收益率时 应按归属于公司普通股股东的净利润和归属于公司普通股股东的期末净资产计算。 注3：根据会 ...

美国商品期货交易委员会（CFTC）：截至7月8日当周，NYMEX和ICE四大市场的天然气投机者将净多 头头寸增加了20,219份合约，达到236,173份。 ...

NYMEX 8月汽油期货收报2.1870美元/加仑，NYMEX 8月取暖油期货收报2.4474美元/加仑。 WTI 8月原油期货收涨1.88美元，涨幅超2.8%，报68.45美元/桶。 NYMEX 8月天然气期货收跌0.69%，报3.3140美元/百万英热单位。 ...

Core Viewpoint - The article highlights that U.S. drilling companies have reduced the number of oil and natural gas rigs for the 11th consecutive week, indicating a potential downturn in drilling activity and investment in the energy sector [1] Industry Summary - The reduction in drilling rigs suggests a response to fluctuating oil prices and market conditions, which may impact overall production levels in the U.S. energy sector [1] - This trend of decreasing rig counts could lead to a tighter supply in the future if demand remains stable or increases, potentially affecting energy prices [1] Company Summary - U.S. drilling companies are adjusting their operations by cutting back on the number of active rigs, which may reflect their strategies to manage costs and respond to market signals [1] - The ongoing reduction in rig counts may influence the financial performance of companies involved in drilling and related services, as lower activity levels could lead to decreased revenues [1]