10月9日，九丰能源盘中上涨2.02%，截至09:47，报35.39元/股，成交2.42亿元，换手率1.01%，总市值 240.27亿元。 分红方面，九丰能源A股上市后累计派现18.56亿元。近三年，累计派现16.66亿元。 资金流向方面，主力资金净流出499.94万元，特大单买入4084.13万元，占比16.89%，卖出3418.01万 元，占比14.14%；大单买入5071.20万元，占比20.97%，卖出6237.27万元，占比25.80%。 九丰能源今年以来股价涨29.55%，近5个交易日涨7.57%，近20日涨18.40%，近60日涨37.86%。 资料显示，江西九丰能源股份有限公司位于广东省广州市天河区林和西路耀中广场A座2116，成立日期 2008年2月27日，上市日期2021年5月25日，公司主营业务涉及液化天然气(LNG),液化石油气(LPG)、甲 醇、二甲醚(DME)等。主营业务收入构成为：天然气及作业48.09%，液化石油气41.05%，其他化工产 品7.49%，能源物流及技术服务2.90%，特种气体0.46%，其他(补充)0.01%。 九丰能源所属申万行业为：公用事业-燃气Ⅱ-燃气Ⅲ。 ...

格隆汇9月30日｜壳牌首席执行官表示，未来十年，液化天然气(LNG)将是壳牌对能源行业的最大贡 献。 ...

| 产品名称 | 单位 | 本期价格(元) | 比上期 | 涨跌幅(%) | | --- | --- | --- | --- | --- | | | | | 价格涨跌(元) | | | 、 黑色金属 | | | | | | 螺纹钢(Φ20mm, HRB400E) | 日 | 3184.1 | 9.1 | 0.3 | | 线材(Φ8-10mm, HPB300) | 吧 | 3317.6 | 13.2 | 0.4 | | 普通中板(20mm,Q235) | 日 | 3512.9 | 11.7 | 0.3 | | 热轧普通板卷(4.75-11.5mm,Q235) | 暗 | 3428.8 | 20.6 | 0.6 | | 无缝钢管(219*6,20#) | 日 | 4143.8 | -0.6 | 0.0 | | 角钢 (5#) | 0中 | 3481.0 | 9.4 | 0.3 | | 二、有色金属 | | | | | | 电解铜(1#) | 巴 | 80550.7 | 520.7 | 0.7 | | 铝锭 (A00) | 日 | 20894.3 | 208.0 | 1.0 | | 铅锭(1#) | 0中 | 16 ...

Core Insights - The global shipping industry is experiencing a surge in demand for green fuels to meet the International Maritime Organization's (IMO) 2050 net-zero emissions target, but the supply capacity and scalability of biofuels and other green fuels are severely lacking, leading to a widening supply-demand gap that poses challenges to achieving net-zero emissions [1][2] - The CEO of the American Bureau of Shipping (ABS) emphasized that the ability of the shipping industry to achieve net-zero emissions by 2050 remains uncertain, highlighting the critical role of liquefied natural gas (LNG) and biofuels in this process [1] - A report titled "Vision and Reality" released by ABS indicates that the core issue with biofuel application is not technological but rather the limited and controversial supply of sustainable raw materials [1] Industry Challenges - The shipping industry's decarbonization faces a significant issue of "misalignment between targets and supply," where decarbonization goals are increasing while the production of green fuels is growing slowly [2] - Key signals affecting investment decisions, such as regulatory policies, fuel pricing, penalty mechanisms, supply stability, and scalability potential, are progressing at inconsistent paces, further constraining the development of the green fuel industry [2] Cost Analysis - From a cost perspective, biofuels are currently the cheapest option among all green fuels, with a price premium of approximately 1.5 to 3 times compared to very low sulfur fuel oil (VLSFO) [2] - Green methanol has a price premium of 2 to 4 times, while green ammonia and green hydrogen have even higher premiums ranging from 3 to 8 times [2]

中化新网讯 9月14日，我国自主研发建造的最大吨位、最大储气量的新型海上浮式液化天然气装置 (NGUYA FLNG)从南通沿海顺利出港交付。 该装置全长376米、型宽60米、型深35米，液化天然气(LNG)储量18万立方米，液化石油气(LPG)储量 4.5万立方米；LNG年产能达240万吨。该装置将远赴非洲刚果(布)海域投入运营，标志着我国在高附加 值海工装备制造领域取得突破。 ...

Group 1: Company News - Ecovyst announced the sale of its advanced materials and catalysts business to Dechra for $555 million, expected to close in Q1 2026 [1] - The transaction is projected to yield approximately $530 million in net proceeds, allowing Ecovyst to focus on growth opportunities and return capital to shareholders [1] - Ecovyst specializes in advanced materials, specialty catalysts, and sulfuric acid regeneration services, with subsidiaries providing services to the North American refining industry [1] Group 2: Industry Insights - The polymer materials industry is a crucial foundational sector for the national economy and is considered a strategic emerging industry within the petrochemical sector [4] - The industry is evolving towards high-performance, functional, intelligent, and sustainable materials, driven by national policy support, market demand, and technological innovation [4] - The "2025 Polymer Materials Industry Integration Conference" will be held in Xi'an, focusing on technological breakthroughs, application upgrades, and capital empowerment [4][5] Group 3: Conference Details - The conference will feature discussions on national policies, investment hotspots, and technological advancements in high-performance polymer materials [6] - Key topics include market opportunities in new energy battery materials, 5G communication materials, and high-end medical devices [6] - The event aims to facilitate collaboration between technology, industry, and finance, promoting the development of the polymer materials industry [6][7]

近期，天然气需求和产量也都大概率会上升，连能源转型的积极倡导者国际能源署(IEA)都在近期报告 中表示，预计天然气需求将持续增长，尤其是LNG需求。在能源转型最激进的欧洲，可再生能源的大 幅增长也并未显著降低天然气需求。结合人工智能增长前景及其对电力需求的影响后，可以判定，未来 对天然气的需求只会更加稳固。 从天然气能源的必要性看，多家石油巨头最新季度报告均强调了液化天然气(LNG)业务的重要性。当前 已迎来人工智能时代，分析师认为，人工智能将推动全球电力需求飙升，而风电和太阳能无法满足数据 中心的新增电力需求，天然气发电恰恰是最稳定和清洁的能源供应方式，因此只能寄望于LNG这一化 石能源。事实上，LNG也已成为能源巨头的关注焦点。此前，壳牌宣布计划到2030年新增1200万吨/年 LNG产能。法国道达尔能源公司既推进自有LNG项目，也与其他生产商开展LNG贸易，计划到2030年 将公司控制的LNG量提升50%。今年初，英国石油公司(BP)在塞内加尔和毛里塔尼亚近海启动了新的 LNG项目，并计划将这两个国家打造成大型LNG枢纽。埃克森美孚和雪佛龙在该领域同样雄心勃勃： 埃克森美孚计划到2030年将LNG资产增 ...

Core Viewpoint - Shell Plc is considering selling its 16.67% stake in the North West Shelf liquefied natural gas (LNG) export facility in Australia, valued at approximately AUD 34 billion (around USD 22 billion) [1] Group 1: Company Strategy - Shell is seeking potential buyers for its stake, which could be worth over USD 3 billion [1] - Despite anticipating rapid growth in global gas demand over the coming decades, Shell plans to exit the North West Shelf project due to a shift in operational model to a "third-party processing fee facility" [1] - This new operational model does not align with Shell's broader strategic framework and asset portfolio [1]

Core Insights - The monitoring of market prices for 50 important production materials in the national circulation sector shows that, compared to mid-August 2025, 17 products saw price increases, 28 experienced declines, and 5 remained stable [1] Price Changes Summary 1. Steel Products - Rebar (Φ20mm, HRB400E) decreased by 42.8 yuan, down 1.3% - Wire rod (8-10mm HPB300) decreased by 48.9 yuan, down 1.4% - Ordinary medium plate (20mm Q235) decreased by 15.5 yuan, down 0.4% - Hot-rolled ordinary plate (4.75-11.5mm, Q235) decreased by 37.4 yuan, down 1.1% [2] 2. Non-ferrous Metals - Electrolytic copper (1) increased by 59.6 yuan, up 0.1% - Aluminum ingot (A00) increased by 107.6 yuan, up 0.5% - Zinc ingot (0) decreased by 201.3 yuan, down 0.9% [2] 3. Chemical Products - Caustic soda (liquid, 32%) increased by 26.4 yuan, up 3.0% - Methanol (first-class) decreased by 37.2 yuan, down 1.6% - Polypropylene (drawing material) decreased by 56.1 yuan, down 0.8% [2] 4. Energy Products - Liquefied natural gas (LNG) decreased by 90.7 yuan, down 2.2% - Liquefied petroleum gas (LPG) increased by 67.0 yuan, up 1.5% - Gasoline (95 National VI) decreased by 40.2 yuan, down 0.5% [2] 5. Coal - Anthracite (washed lump) decreased by 17.0 yuan, down 2.0% - Shanxi mixed coal (5000 kcal) decreased by 4.2 yuan, down 0.7% - Coking coal (main coking coal) remained unchanged at 1425.0 yuan [2] 6. Agricultural Products - Rice (Jiang Song rice) remained stable at 4037.0 yuan - Wheat (National standard third grade) decreased by 4.9 yuan, down 0.2% - Cotton (white cotton grade three) increased by 141.9 yuan, up 1.0% [3] 7. Agricultural Production Materials - Urea (medium and small particles) decreased by 6.3 yuan, down 0.4% - Compound fertilizer (potassium sulfate compound fertilizer, nitrogen-phosphorus-potassium content 45%) remained stable at 3180.0 yuan - Pesticides (glyphosate, 95% raw material) increased by 110.7 yuan, up 0.4% [3] 8. Forestry Products - Natural rubber (standard rubber SCRWF) increased by 128.0 yuan, up 0.9% - Pulp (imported needle pulp) decreased by 90.3 yuan, down 1.6% - Corrugated paper (AA grade 120g) increased by 63.8 yuan, up 2.4% [3]

Group 1: Company Performance - On August 26, Jiufeng Energy's stock rose by 4.18%, with a trading volume of 606 million yuan [1] - For the first half of 2025, Jiufeng Energy reported operating revenue of 10.428 billion yuan, a year-on-year decrease of 7.45%, and a net profit attributable to shareholders of 861 million yuan, down 22.17% year-on-year [2] - Since its A-share listing, Jiufeng Energy has distributed a total of 1.59 billion yuan in dividends, with 1.4 billion yuan distributed over the past three years [3] Group 2: Financing and Shareholder Information - As of August 26, Jiufeng Energy's total margin trading balance was 264 million yuan, with a financing balance of 261 million yuan, accounting for 1.31% of its market capitalization [1] - The number of Jiufeng Energy shareholders as of June 30 was 20,200, a decrease of 22.89% from the previous period, while the average circulating shares per person increased by 32.71% to 32,545 shares [2] - On August 26, Jiufeng Energy had a margin loan repayment of 6.237 million yuan and a net margin buy of -206,270 yuan [1]