附件：1.提前下达2026年清洁能源发展专项资金汇总表（不发地方） 2.提前下达2026年清洁能源发展专项资金明细表（分发地方） 财政部关于提前下达2026年清洁能源发展专项资金预算的通知 财建〔2025〕379号 有关省、自治区、直辖市财政厅（局），新疆生产建设兵团财政局： 根据《清洁能源发展专项资金管理办法》（财建〔2025〕35号）有关要求，现提前下达2026年清洁能源发展专项资金（以下简称专项资金）预算，用于支持 煤层气、页岩气、致密气等非常规天然气开采利用，待2026年预算年度开始后按程序拨付使用，具体金额见附件。现将有关事项通知如下： 一、上述资金的一般公共预算支出功能分类科目列"21112清洁能源"，项目名称和代码分别为"清洁能源发展专项资金"、"10000014Z145110010021"。资金支 付方式按照财政国库集中支付有关制度执行。 二、专项资金列入转移支付预算执行常态化监督范围，各级财政部门要在预算管理一体化系统及时接收登录预算指标，并保持"追踪"标识不变，依托预算管 理一体化系统转移支付监控模块，加强日常监管，提高转移支付资金管理使用的规范性和有效性。 三、按照《清洁能源发展专项资金 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 9.78 | -2.49% | 242.80万 | 23.83亿 | | 600028 | 中国石化 | 5.84 | -2.18% | 199.47万 | 11.71亿 | | 601808 | 迎思想出 | 14.14 | -0.91% | 9.11万 | 1.29亿 | | 600871 | 石化油服 | 2.29 | -0.87% | 135.74万 | 3.11亿 | | 300179 | 四方达 | 14.87 | -0.80% | 38.27万 | 5.70 Z | | 600157 | 永泰能源 | 1.56 | -0.64% | 770.54万 | 12.02亿 | | 600339 | 中油工程 | 3.37 | -0.30% | 40.50万 | 1.37亿 | | 300610 | 晨化股份 | 11.34 | -0.26% | 5.33万 | 6059.92万 | | 002476 | 宝草 ...

中化新网讯 三季度，涪陵页岩气田页岩气总产量达17.37亿立方米，超计划167万立方米。 涪陵页岩气公司积极统筹生产运营工作。一方面加快新井投产进度，为增产增效注入新动力;另一方面 建立脱水站超压预警机制，明确气井降产原则与复产时机，保障老井安全、平稳、高效运行。 面对投产新井产能不足、出砂严重等挑战，该公司产量管理小组精准施策，为新井打造"先疏导、后赋 能"的复合型解决方案。一方面，通过实施下油管与气举作业，高效解除井筒积液难题;另一方面，针对 压力快速递减情况，及时启动地面增压流程改造，全力保障新井产能得以最大程度释放。在焦页22号平 台的7口新井中，原本5口测试无产能的井，凭借"疏导+赋能"双管齐下策略，成功实现"激活"，日增气 量达8万立方米。 ...

中化新网讯 近日，涪陵页岩气公司产出水处理站在绿色环保生产与资源循环利用方面取得新进展，处 理合格后的产出水成为站内"心脏设备"蒸汽锅炉和预处理段药剂配制水源，实现了从达标外排放到绿色 内循环的重要跨越。 据介绍，产出水处理站预处理段涵盖混凝沉淀池、氧化反应池等多环节，药剂配制需水量大且对水质要 求严苛。自来水含多种离子，与部分特定药剂配伍时可能发生微妙反应，影响药剂黏度、稳定性与抗剪 切性能。经深度处理的产出水离子组成更简单稳定，与常用药剂配伍性更优，能充分发挥药效，提升预 处理措施的成功率与有效性。 据了解，过去蒸汽锅炉使用自来水，硬度约150毫克/升，极易结垢，需额外投入工业盐进行软化，并频 繁添加阻垢剂和排污清洗，成本与风险双高。而现在用处理后的产出水，硬度远低于自来水，从源头极 大地抑制了水垢的生成，不仅保障了锅炉的平稳运行，而且减少了燃料与药品的消耗，综合效益显著。 在页岩气开采中，大量井底积液（产出水）随同气体产出，其处理难题备受行业关注。此前，涪陵页岩 气公司通过引进先进处理装置，处理后的水质达标排放。今年以来，该公司主动探索这些"合格水"的深 层价值。经过多轮技术攻关与试验，他们发现，这些水 ...

Core Viewpoint - The successful testing of the ZI212 well in the Sichuan Basin marks a significant milestone in China's shale gas development, achieving a record production of 1.5262 million cubic meters, indicating a new phase in the shale gas revolution in the region [1] Group 1: Well Performance - The ZI212 well achieved a production rate of 1.5262 million cubic meters and an unrestricted flow rate exceeding 3.6 million cubic meters, setting a new record for shale gas testing in China [1] - The well is located in the Cambrian Qiongzhusi Formation and is the third well from the company to exceed a production rate of one million cubic meters [1] - The ZI212 well was developed as a benchmark well with a 100% success rate in reservoir encounter, target encounter, fracturing parameter compliance, and production testing [1] Group 2: Strategic Importance - The successful testing of the ZI212 well follows the strategic breakthrough achieved with the ZI201 well earlier in 2023, highlighting the potential of the Cambrian Qiongzhusi Formation for deep shale gas production [1] - Over ten production wells have been deployed in the Cambrian Qiongzhusi Formation, demonstrating strong core development indicators and showcasing the vast potential for increasing reserves and production [1] - The advancements in shale gas production are crucial for the establishment of a national natural gas (shale gas) production base with a capacity of over 100 billion cubic meters, contributing to national energy security [1]

Core Viewpoint - China National Petroleum Corporation (CNPC) is undergoing a significant transformation towards renewable energy, with a target of achieving a 7% share of renewable energy capacity in its overall production this year, reflecting a strategic shift in the energy sector [1][3]. Group 1: Renewable Energy Transition - The 7% share of renewable energy capacity indicates a substantial change in CNPC's energy structure, aiming for a "one-third" division between renewable energy and oil and gas by 2035 [3]. - CNPC has initiated various projects, such as the geothermal heating project in Tangshan, which covers over 1 million square meters and reduces CO2 emissions by approximately 30,000 tons annually [3]. - The Tarim Oilfield hosts a solar power project with over 400,000 solar panels, generating an annual output of 2 billion kWh, sufficient to meet the annual electricity needs of around 1 million households [3]. Group 2: Hydrogen Energy Development - The Yumen Oilfield's hydrogen production project has a capacity of 2,100 tons per year, utilizing renewable resources to produce green hydrogen [5]. - CNPC has achieved a breakthrough in hydrogen blending in natural gas pipelines, with a 24% hydrogen blend ratio, facilitating the infrastructure for large-scale hydrogen commercialization [6]. - Eight hydrogen refueling stations have been established in major cities, with a daily refueling capacity of 4 tons, preparing for future market growth in hydrogen fuel cell vehicles [6]. Group 3: Natural Gas as a Bridge - In 2022, CNPC's domestic natural gas production reached 145.5 billion cubic meters, with natural gas accounting for over 50% of its total oil and gas production [6]. - The shale gas production base in the Sichuan Basin has surpassed an annual output of 10 billion cubic meters, showcasing advancements in drilling and fracturing technologies [8]. - The Jiangsu Rudong LNG receiving station has an annual capacity of 6.5 million tons, serving as a crucial clean energy supply hub in the Yangtze River Delta [8]. Group 4: Technological Innovations - CNPC has developed an AI model with 300 billion parameters, enhancing drilling success rates by 15% through geological data analysis [8]. - The company has implemented a carbon asset management system to monitor carbon emissions across the entire industry chain, improving energy efficiency [8]. - Smart operation technologies, such as drone inspections for solar power plants, have increased maintenance efficiency by three times [10]. Group 5: Investment and Financial Performance - In 2022, CNPC's investment in renewable energy reached 7.67 billion yuan, a 3.5-fold increase from the previous year, indicating a strong commitment to transformation [10]. - The payback period for the Yumen Oilfield solar project is estimated at 6-8 years, with an average annual return on investment of 8-12% [10]. - The geothermal heating project has a longer payback period of over 10 years but offers lower operational costs compared to traditional coal-fired boilers [10]. Group 6: Management and Strategic Initiatives - CNPC has integrated renewable energy projects into its management performance evaluation system, linking project progress to executive compensation [11]. - A special innovation fund has been established to support the research and demonstration of renewable energy technologies [11]. Group 7: Challenges and Market Dynamics - The adaptation of existing energy infrastructure poses challenges, particularly in ensuring stable hydrogen supply for refining processes [13]. - Long-distance hydrogen transport faces technical hurdles, necessitating upgrades to existing natural gas pipelines [13]. - The declining costs of renewable energy, particularly solar, have made it competitive with traditional coal power, accelerating the feasibility of renewable projects [13]. Group 8: Future Outlook - The launch of the national carbon market is influencing energy value assessments, with CNPC incorporating carbon asset values into project evaluations [15]. - The rise of electric vehicles is impacting traditional fuel businesses, prompting CNPC to upgrade gas stations to comprehensive energy service stations [15]. - The transition of traditional energy giants towards renewables raises questions about the future of fossil fuels and whether CNPC's approach can serve as a model for others in the industry [15].

Industry News - The National Energy Administration emphasizes the acceleration of building a new energy system, increasing the proportion of renewable energy supply, and constructing a new power system as part of the 14th Five-Year Plan [4] - The Ministry of Industry and Information Technology has announced the public listing of the 2025 industrial energy-saving and carbon reduction standards research projects, aiming to enhance energy efficiency and carbon reduction in the industrial sector [4] - A significant advancement in next-generation photovoltaic technology has been achieved, with a new all-perovskite tandem solar cell reaching over 30% efficiency, published in the prestigious journal Nature [4] - The first hydrogen-powered cultural tourism train in China, "Hydrogen Spring," has been launched, marking a breakthrough in green rail transportation with zero carbon emissions [6] Company News - The Ministry of Industry and Information Technology has released a public list of national green data centers for 2025, including the Guian Data Center of State Power Investment Corporation and the Southern Power Grid Green Smart Data Center [6] - China Huaneng has made progress in establishing international standards for ion exchange resins, with a new proposal successfully initiated, indicating the formation of a standard cluster led by Chinese technology [6] - Sinopec has registered its first electricity sales company in Chongqing, marking its entry into the electricity trading market, alongside other major oil companies [7] - The Dagang Oilfield gas storage facility has exceeded its annual gas injection target, ensuring natural gas supply for the Beijing-Tianjin-Hebei region this winter, with a record daily injection of 21.16 million cubic meters [8] - Two large hydropower projects in the Yarlung Tsangpo River basin have achieved synchronized river closure, marking a significant milestone in the construction of China's first integrated wind-solar-hydro power base [10] - The world's highest pumped storage power station, the State Grid Xinyuan Jiangsu Jurong Pumped Storage Power Station, has commenced full operation, with a total installed capacity of 1.35 million kilowatts [10] - The International Energy Agency reports a significant decline in Russian natural gas exports to Europe, with liquefied natural gas exports down 10% and pipeline gas exports down 45% in the first three quarters of 2025 [11] - Google has announced plans to restart a nuclear power plant in Iowa to supply power for its AI infrastructure, indicating a shift towards diverse energy sources for tech companies [11]

Core Insights - The discovery of high-yield industrial oil and gas flow at the Qilu Yey 1 well in the Qijiang area of the Sichuan Basin marks a significant advancement in China's energy sector, with daily production of 38.64 cubic meters of shale oil and 10,000 cubic meters of natural gas, indicating a total shale oil resource potential of over 100 million tons [1][3][5] Exploration and Development - The successful breakthrough at Qilu Yey 1 well reveals a unique "gas below, oil above" energy storage pattern, complementing the previously discovered large-scale Qijiang shale gas field [3][5] - The well has confirmed a resource target exceeding 100 million tons of shale oil, representing a strategic shift in oil and gas exploration from marine to terrestrial environments in southern Sichuan [5][11] - The drilling team utilized advanced technologies such as "sweet spot" prediction and volume fracturing, achieving a 100% success rate in identifying productive zones [8][10] Production Growth - The annual shale oil production at Changqing Oilfield in the Ordos Basin has surged from less than 500,000 tons in 2020 to 3 million tons currently, establishing it as a key base for shale oil development in China [3][11] - China Petroleum & Chemical Corporation (Sinopec) aims for a shale oil production target of 705,000 tons in 2024, reflecting an increase of 308,000 tons from the previous year [13] Strategic Importance - Shale oil is recognized as a crucial unconventional oil resource with significant development potential, serving as an important substitute for long-term crude oil production stability in China [11][21] - The global perspective indicates that the world's shale oil resources are abundant, with proven reserves far exceeding conventional oil reserves [15] Future Development Path - The discovery of large-scale shale oil resources necessitates a focus on efficient development and green transformation, as exemplified by Changqing Oilfield's integrated approach to "oil and gas + new energy + ecological protection" [15][17] - Initiatives such as the establishment of a 100 MW solar power generation base and the implementation of carbon capture, utilization, and storage (CCUS) technologies are part of the transition towards a comprehensive energy company [17][20] - The successful development of shale oil in China is expected to enhance energy security, drawing parallels with the U.S. shale oil revolution that achieved energy independence [21]

Core Viewpoint - The establishment of Shaanxi Shale Gas Exploration and Development Co., Ltd. marks a significant step towards the exploration and commercialization of shale gas in Shaanxi province, aiming to enhance the clean energy industry in the region [1] Company Summary - Shaanxi Shale Gas Exploration and Development Co., Ltd. is a wholly-owned subsidiary of Shaanxi Coal and Geological Group, focused on the exploration and development of clean energy resources such as shale gas [1] - The company is investing in the South Zheng shale gas exploration and development project, which is a strategic initiative with an area of over 200 square kilometers and an estimated total investment exceeding 3 billion yuan [1] Industry Summary - The South Zheng shale gas project is expected to change the energy landscape of Shaanxi province, which has traditionally focused on oil and gas exploration in the northern region [1] - The project aims to achieve gas production by the end of this year and plans to be operational within five years, with a target annual production capacity of 300 million cubic meters of shale gas by 2030 [1] - The development of shale gas in the South Zheng area is anticipated to stimulate economic growth in southern Shaanxi and promote the clustering of upstream and downstream industries such as oil and gas equipment manufacturing and new chemical materials [1]

Trade Relations and Tariffs - President Trump has announced the termination of all trade negotiations with Canada due to alleged fraudulent advertising by the Ronald Reagan Foundation, which he claims interferes with U.S. Supreme Court decisions [1] - The upcoming Supreme Court hearing on tariffs, scheduled for November 5th, is expected to significantly influence market conditions and the economy [2][4] Government Shutdown Impact - The government shutdown has reached day 24, causing disruptions in essential services and negatively affecting small businesses, particularly those near national parks [5][24] - The Secretary of the Interior highlighted that the shutdown is a waste of time and resources, leading to loss of productivity and economic harm to American citizens [24][26] Energy Production and National Security - The Secretary emphasized the importance of oil and gas production for national security, stating that energy abundance leads to energy dominance [16][17] - President Trump's energy policies are seen as a strategic advantage, allowing the U.S. to sell energy to allies and reduce dependence on adversaries [19][20] International Relations and Diplomacy - President Trump is actively engaging with global leaders, including sanctions on Russian oil producers and discussions with leaders from India and Saudi Arabia to influence energy markets [12][15] - The Secretary expressed confidence that Trump will negotiate favorable deals with China, leveraging America's strong economy and energy resources [14]