未来的关键在于，双方能否将制度优势转化为发展动能，在数字化转型与能源革命的交汇点上，真正走 出一条依托资本纽带、实现产业升级的示范路径。 2025年9月，中国石油集团有限公司将其持有的5.41亿股中国石油A股股份（占总股本0.3%）无偿划转 至中国移动通信集团有限公司；11月，中国移动集团将其持有的4198.13万股中国移动A股股份（占总股 本0.19%）以同样方式划转至中国石油集团。 反过来，中国石油的产业数字化升级，也依赖于中国移动在信息技术上的全面支撑。当中国石油的油 田、管道、炼厂、加油站等物理资产完成数字化改造后，它们就不再仅仅是能源基础设施，而是成为数 字经济发展的重要载体。这些设施的分布式特性，正好契合了边缘计算、物联网等新技术的发展需求， 为数字经济的发展提供了宝贵的网络节点。 实现价值重塑与资本稳定 在国资委将"市值管理"纳入央企考核的背景下，此次股份划转也是资本市场层面的一次重要价值管理实 践。2023年以来，中国特色估值体系（下称"中特估"）概念的提出，为央企上市公司的价值重估提供了 理论依据和政策支持。理论上的价值重估要转化为市场认可的价值提升，还需要具体的实践路径。中国 移动和中国石 ...

中国发展改革报社评论员 王晓涛 央企民企的优势互补与深度合作，蕴含着多重战略价值。其一，助力技术创新与自主可控。民企的技术 积累与国企的场景资源相结合，推动昆仑大模型等成果实现从算力底座到模型生态的全链条自主可控， 有效降低对外技术依赖，为国家经济安全与产业竞争力筑牢根基。其二，加速企业数字化转型与产业升 级。国企在国民经济中占据重要地位，但部分企业面临数字化转型难题，场景开放与民企技术赋能形成 合力，推动企业数智化水平持续提升，进而促进产业结构优化调整。其三，优化资源配置与协同发展。 融合化是发展的重要方向之一，其核心在于打破发展壁垒，实现跨产业、跨要素、跨领域的深度联动。 国企的资源、场景、资金优势与民企的创新机制、技术活力形成互补，既能提升资源配置效率，更能增 强整个产业链的综合竞争力。 日前，国务院办公厅发布《关于加快场景培育和开放推动新场景大规模应用的实施意见》（以下简称 《实施意见》），首次在国家层面对场景培育开放进行系统部署。而在政策出台前夕，两则行业动态已 勾勒出实践先行的清晰脉络：继9月初中国石油将部分A股股份无偿划转给中国移动后，11月3日中国移 动反向将部分A股股份无偿划转至中国石油；1 ...

Core Insights - The 41st Abu Dhabi International Petroleum Exhibition recently concluded, focusing on energy transition, smart technology applications, and enhancing industry influence [1] - The event attracted over 2,250 companies and surpassed 200,000 attendees, establishing itself as a significant platform for global energy industry collaboration [1] - The UAE aims to explore a development path that harmonizes economic growth with environmental protection through continuous investment in advanced technology and clean energy [1] Group 1: AI and Technology in Energy - The deep application of artificial intelligence (AI) in the energy sector was a highlight, showcasing its role in optimizing energy systems and enhancing efficiency [1] - The CEO of Abu Dhabi National Oil Company reported that AI has improved production forecasting accuracy to 90%, aiming to become the most AI-integrated energy company globally [1] - A team from Mohammed bin Zayed University of Artificial Intelligence presented autonomous inspection robots and smart cooling systems, emphasizing AI's transition from a tool to a new infrastructure for industry advancement [2] Group 2: Global Participation and Innovations - Chinese companies showcased their innovations, with China National Petroleum demonstrating the Kunlun model, the largest AI system in the energy sector, achieving full-chain intelligent upgrades [2] - China National Offshore Oil Corporation displayed its advanced exploration equipment and intelligent oil fields, highlighting China's leadership in deep-water development and digital transformation [2] - The International Energy Agency noted that the integration of AI with the energy industry is an irreversible trend, enhancing energy allocation and reducing emissions costs [3]

Core Insights - The 41st Abu Dhabi International Petroleum Exhibition recently concluded, focusing on energy transition, smart technology applications, and enhancing industry influence [1] - The event attracted over 2,250 companies and surpassed 200,000 attendees, establishing itself as a significant platform for global energy industry collaboration [1] Group 1: Event Highlights - The exhibition featured four key areas: artificial intelligence and digital transformation, decarbonization, shipping and logistics, and chemical and low-carbon solutions [1] - UAE's Vice President Mansour bin Zayed emphasized the country's commitment to balancing economic growth with environmental protection through investment in advanced technologies and clean energy [1] Group 2: Technological Innovations - AI applications in the energy sector were a major highlight, with the Abu Dhabi National Oil Company reporting a 90% accuracy in production forecasting through AI technology [1] - The Mohammed bin Zayed University of Artificial Intelligence showcased autonomous inspection robots and smart cooling systems, demonstrating AI's role as a new infrastructure for industry advancement [2] Group 3: Global Participation - Chinese companies presented innovative technologies, with China National Petroleum Corporation showcasing the world's largest AI system for the energy sector, enhancing various operational processes [2] - China National Offshore Oil Corporation displayed its advanced exploration equipment and intelligent oil fields, highlighting China's leadership in deepwater development and digital transformation [2] Group 4: Industry Trends - The International Energy Agency noted that the deep integration of AI with the energy sector is an irreversible trend, enhancing energy allocation, reducing emission costs, and improving system resilience [3] - The exhibition served as a crucial bridge for global energy technology exchange, reflecting a shared vision for addressing energy challenges through innovation and collaboration [3]

来自阿联酋穆罕默德·本·扎耶德人工智能大学的参展团队，重点展示了自主巡检机器人、智能冷却系统 等能源场景落地应用成果。据介绍，该校研发的系列人工智能产品凭借高效推理、逻辑拆解、多步决策 等优势，为能源产业复杂系统监控、决策支持、异常检测及运营优化提供了有力支撑。"人工智能已超 越工具属性，成为推动行业进步的新型基础设施。"该校科研副校长萨米·哈达丁表示，本次展出的最新 研究成果均面向实际应用需求，正推动前沿人工智能技术向更安全、更智能、更可持续的能源运营方案 转化。 中国参展企业带来的新技术、新产品充分展现了全球数字化能源转型中的"中国智慧"。中国石油展示的 昆仑大模型作为目前全球能源领域规模最大的人工智能体系，实现油气勘探、地质识别、材料研发、设 备运维全链条智能化升级。中国海油通过互动系统屏动态展示"海经"系列勘探装备、秦皇岛32—6智能 油田、海洋工程智能化制造基地等标杆项目，显示出中国在超深水领域自主开发与数智化转型的领先实 力。中国石化借助多屏互联放映系统，多维度呈现企业在数字智能、工程技术、低碳转型等领域的最新 实践。 为期4天的第四十一届阿布扎比国际石油展近日在阿联酋阿布扎比国家会展中心落幕。本 ...

Core Insights - The conference focused on the development direction and future prospects of industry-specific AI models, emphasizing the integration of technology and products in artificial intelligence [1][2] - Keda Xunfei aims to deepen collaboration with industry experts to create tailored models for various sectors, enhancing the application of AI [1][2] Group 1: Industry Model Development - Industry-specific models are seen as a crucial bridge between general AI models and industry needs, with Keda Xunfei leveraging a complete toolchain for high-quality data production and efficient model training [2] - The company has supported over 20 state-owned enterprises, including China National Petroleum and China National Offshore Oil, to develop safe and controllable industry models with improved efficiency [2] Group 2: Product Innovations - Keda Xunfei introduced several significant products, including the Starfire Industry Analyst, which assists enterprises in risk assessment and decision-making through expert knowledge and industry insights [3] - The Starfire Knowledge Base was upgraded to address common issues in knowledge application, integrating AI capabilities to create a reliable knowledge system [3] Group 3: AI in R&D and Energy Sector - The Starfire R&D Assistant, based on the Starfire code model, enhances efficiency in the R&D process by up to 20%, marking a shift from human-led to AI-led outputs [4] - The National Energy Group presented its AI framework, highlighting the development of a trillion-parameter model for the power generation industry, which includes multiple business domains and application scenarios [4][5] Group 4: Strategic Collaborations - Keda Xunfei signed strategic cooperation agreements with China Metallurgical Geological Bureau and Huatai Futures, aiming to enhance industry solutions through collaboration [6] - The company, in partnership with Huawei, launched industry-specific AI model solutions, focusing on understanding enterprise needs to empower various industries [6]

Core Viewpoint - The recent equity transfer between China Mobile and China National Petroleum Corporation (CNPC) highlights a strategic collaboration between two state-owned enterprises, reflecting the deepening reform of state-owned enterprises and the cross-industry layout of state capital in the digital economy and real economy integration [1][3][8] Group 1: Equity Transfer Details - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million A-shares (0.19% of total shares) to CNPC at a transfer price of zero [1][3] - Following the transfer, China Mobile Group's shareholding in China Mobile will decrease from 69.05% to 68.85%, while CNPC will hold 0.19% of China Mobile's shares for the first time [3][4] - The transfer is part of a broader strategy to enhance collaboration in information technology and smart energy sectors, aiming to unlock new potential in digital and real economy integration [3][6] Group 2: Market Impact and Strategic Signals - The equity transfer is seen as a significant move in the context of state-owned enterprise reform, signaling a shift from single-industry operations to cross-industry collaboration [1][5] - Market reactions indicate a slight increase in stock prices for both companies, with China Mobile closing at 107.66 yuan (up 0.98%) and CNPC at 9.57 yuan (up 0.1%) [2] - Analysts suggest that this collaboration could enhance market confidence and potentially lead to a positive valuation cycle through improved operational efficiency and resource sharing [5][6] Group 3: Long-term Collaboration Potential - The collaboration aims to achieve deep integration of digital technology and real industries, with potential synergies in operational efficiency, data resource sharing, and cost reduction [6][8] - Previous projects, such as the "Kunlun Model" and the "Cloud Hub" asset management platform, demonstrate the ongoing efforts to leverage digital capabilities for energy sector transformation [7][8] - The long-term outlook suggests that cross-holding among state-owned enterprises may become a trend for optimizing state capital allocation, enhancing competitiveness, and fostering a resilient industrial ecosystem [8]

Core Viewpoint - The chairman of China National Petroleum Corporation (CNPC), Dai Houliang, stated that by 2035, the company's new energy capacity will be on par with oil and gas, marking a significant shift in the energy landscape towards a more sustainable future [1][2] Group 1: Energy Transition Drivers - The three main drivers of global energy transition are population growth, economic development, and climate change [1] - The future of energy is expected to return to its "source," primarily solar energy, with advancements in photovoltaic technology and controlled nuclear fusion being key areas of focus [1] Group 2: CNPC's Strategic Initiatives - CNPC has integrated "green and low-carbon" into its development strategy since 2021, focusing on a three-step approach: clean substitution, strategic replacement, and green transformation [2] - The company is actively developing its natural gas business, with domestic natural gas production consistently growing and accounting for over 50% of the company's total oil and gas equivalent production for four consecutive years [2] Group 3: New Energy Goals - CNPC aims for its new energy capacity to reach 7% this year, with a target of equal shares among oil, gas, and new energy by 2035, and to achieve a significant portion of its total capacity from new energy by around 2050 [2] Group 4: Digital Transformation - The company is embracing digital transformation, establishing "Digital Petroleum" as one of its five strategic initiatives, and has successfully launched a large-scale AI model with 300 billion parameters [2] - CNPC is integrating AI into various sectors, including exploration, refining, and marketing, to enhance efficiency and innovation [2]

Core Viewpoint - China Mobile announced a significant share transfer of 41.98 million A-shares (0.19% of total shares) to China National Petroleum Corporation (CNPC) at a transfer price of zero, aimed at enhancing strategic collaboration between the two state-owned enterprises in areas like information technology and smart energy [1][5][6]. Group 1: Share Transfer Details - The share transfer will reduce China Mobile's holding from 69.05% to 68.85%, while CNPC will acquire a 0.19% stake in China Mobile [6][7]. - Prior to the transfer, China Mobile held a total of 14.93 billion shares, and CNPC had no shares in China Mobile [6][7]. - The transfer is part of a broader strategy to strengthen cooperation and optimize resource allocation between the two companies [3][5]. Group 2: Strategic Implications - This share transfer is seen as a move to deepen the strategic partnership between China Mobile and CNPC, facilitating collaboration in digital transformation and technological integration [8][12]. - China Mobile's technological strengths in 5G, AI, and big data can enhance CNPC's operations in oil and gas exploration, refining, and logistics [12][14]. - The partnership aligns with national goals for digital transformation and innovation in the energy sector, indicating a significant shift in how state-owned enterprises collaborate [12][14]. Group 3: Recent Developments - The announcement follows a recent leadership change at China Mobile, with the new chairman prioritizing this strategic collaboration [8]. - Just days before this announcement, CNPC also transferred shares to China Mobile, indicating a reciprocal relationship in their strategic partnership [9].

Core Viewpoint - The chairman of China National Petroleum Corporation (CNPC), Dai Houliang, emphasized the importance of artificial intelligence (AI) in the oil and gas industry during the Abu Dhabi International Petroleum Exhibition and Conference, highlighting the company's strategic initiative of "Smart Petroleum" as a key development focus [1] Group 1: AI Integration in Oil and Gas - CNPC is actively embracing digital transformation, establishing "Smart Petroleum" as one of its five strategic initiatives [1] - The company has successfully launched a Kunlun large model with 300 billion parameters, showcasing its commitment to AI advancements [1] - There is a systematic push for deep integration of AI across the oil and gas value chain, including exploration, refining, and marketing [1] Group 2: Innovation and Collaboration - CNPC aims to lead a paradigm shift in research and innovation through AI, continuously enhancing efficiency and effectiveness [1] - The company expresses a willingness to collaborate with global energy partners to deepen cooperation in the digital intelligence field [1]