11月22日，第八届二氧化碳捕集利用与封存(CCUS)国际论坛在北京举办。本届论坛以"加快技术创新共 创低碳未来"为主题，设置主旨报告、圆桌论坛及主题论坛等环节，来自科技部、工业和信息化部、生 态环境部、国务院国资委、国家能源局等有关部门领导，以及全球10多个国家的能源和科技领域近300 位政府官员、企业高管、专家学者及行业代表参加，围绕CCUS技术创新与产业发展进行深入探讨，共 同擘画绿色低碳未来。 中国石化党组书记、董事长侯启军致欢迎辞 第十四届全国人大常委会副委员长、民盟中央主席、中国科学院院士丁仲礼先生出席论坛。中国石化党 组书记、董事长侯启军致欢迎辞，中国石化党组成员、副总经理李永林主持开幕式，中国石化党组成 员、副总经理牛栓文主持主旨报告环节。 侯启军表示，CCUS作为一项关键绿色低碳技术，在推动传统产业转型升级、培育壮大新质生产力中发 挥着不可替代、日益重要的作用。CCUS产业技术创新战略联盟自成立以来，有力推动我国CCUS技术 从示范应用走向规模化、商业化。作为能源化工领域国有骨干企业和联盟常务理事长单位，中国石化积 极践行绿色低碳发展战略，在CCUS领域开展了一系列探索实践。面向未来，中国石 ...

Core Insights - The event at Shengli Oilfield Party School showcased advanced technology and rich cultural heritage, emphasizing the importance of integrating traditional Chinese culture with modern energy practices [1][11]. Group 1: Training Program Overview - The training program was designed to highlight Shengli Oilfield's green and low-carbon development technologies, including CCUS (Carbon Capture, Utilization, and Storage) and new energy management systems [3][12]. - Participants engaged in hands-on learning experiences, such as visiting the Lai 113 CCUS project, where they learned about carbon capture technologies and their operational effectiveness [3][5]. Group 2: Cultural Exchange and Learning - The program included activities to promote traditional Chinese culture, such as paper-cutting workshops, allowing international employees to experience Chinese art firsthand [10][11]. - The historical exhibition at Shengli Oilfield provided insights into the company's 60-year development journey, enhancing participants' understanding of its cultural significance [7][8]. Group 3: International Collaboration and Future Impact - The event fostered a bridge for technical exchange between international employees and Shengli Oilfield, promoting a deeper understanding of China's energy industry and its achievements [11][12]. - Participants expressed intentions to apply the knowledge gained from the training to enhance their work in overseas projects, contributing to Sino-foreign energy cooperation [11][12].

Core Insights - The three major Chinese oil companies, namely China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), reported a decline in profits for the first three quarters of 2025 due to falling international oil prices, with a combined net profit of 258.25 billion yuan [1] - Despite the profit decline, these companies are actively expanding into renewable energy sectors while solidifying their core oil and gas businesses [1] Group 1: China National Petroleum Corporation (CNPC) - CNPC led in revenue and net profit among the three companies, achieving approximately 2.17 trillion yuan in revenue and a net profit of 126.29 billion yuan for the first three quarters [1] - In the third quarter, CNPC reported revenue of 719.16 billion yuan and a net profit of 42.29 billion yuan [1] - The company experienced stable growth in oil and gas production, with a total oil equivalent production of 1.377 billion barrels, a year-on-year increase of 2.6% [2] Group 2: China National Offshore Oil Corporation (CNOOC) - CNOOC's revenue for the first three quarters was 312.50 billion yuan, with a net profit of 101.97 billion yuan, reflecting a revenue increase of 5.68% in the third quarter but a net profit decrease of 12.16% [3][4] - The company achieved a net production of 578.3 million barrels of oil equivalent, a year-on-year increase of 6.7%, with natural gas production rising by 11.6% [3] - CNOOC maintained a competitive edge with a cost of $27.35 per barrel, a decrease of 2.8% year-on-year [3] Group 3: China Petroleum & Chemical Corporation (Sinopec) - Sinopec reported a revenue of 2.11 trillion yuan for the first three quarters, a decline of 10.7%, and a net profit of 29.98 billion yuan, down 32.2% [4][5] - The exploration and development segment was a highlight, generating an EBITDA of 38.09 billion yuan, making it the largest profit source for Sinopec [4] - The chemical segment faced significant losses, with an EBITDA loss of 8.22 billion yuan, primarily due to low product prices from increased domestic chemical production [5] Group 4: Strategic Initiatives - Sinopec plans to focus on stabilizing oil production, expanding gas, promoting hydrogen, increasing electricity, and enhancing non-oil business efficiency [6]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) reported strong financial performance for the first three quarters of 2025, achieving revenue of 312.5 billion yuan and a net profit of 101.97 billion yuan, despite a challenging international oil price environment [2][3] Group 1: Financial Performance - CNOOC's oil and gas net production reached 57.83 million barrels of oil equivalent, a year-on-year increase of 6.7%, with natural gas business growing by 11.6% [3] - The company achieved oil and gas sales revenue of 255.48 billion yuan, with net profit of 101.97 billion yuan, outperforming the decline in Brent oil prices, which fell by 14.56% [3][4] - The average cost per barrel was maintained at 27.35 USD, reflecting the company's competitive advantage in cost management [4] Group 2: Growth and Development Strategy - CNOOC made five new discoveries and successfully evaluated 22 oil and gas structures in the exploration sector during the first three quarters [5] - The company launched 14 new projects, including significant oil and gas field developments, ensuring a stable production capacity both domestically and internationally [6] - CNOOC is actively transitioning towards green and low-carbon energy, developing offshore wind power and advancing CCUS technology [6] Group 3: Investment Potential - CNOOC's long-term growth logic has gained recognition from the capital market, with multiple brokerages optimistic about its operational resilience and growth potential [7] - The company has set ambitious production targets for 2025-2027, aiming for net production between 76-83 million barrels of oil equivalent, indicating a robust growth trajectory [7] - CNOOC's competitive advantages include strong cash flow generation, a stable dividend policy, and a favorable valuation outlook due to state-owned enterprise reforms [8]

Core Viewpoint - The fifth Offshore Carbon Capture, Utilization, and Storage (OCCUS) Forum emphasizes the strategic significance of ocean-based carbon capture technologies in promoting marine productivity and addressing climate change challenges [1][2]. Group 1: Forum Overview - The OCCUS Forum, held in Qingdao, focuses on the critical role of OCCUS in energy resource security, ecological civilization, and marine economic development [2]. - The forum features nine specialized topics, including large-scale CO2 pipeline safety and marine geological carbon storage site evaluation, with over 130 speakers sharing insights [2]. - More than 260 participants from enterprises, research institutions, and universities attended the forum [2]. Group 2: Key Presentations - Keynote speeches were delivered by academicians, highlighting significant advancements in CCUS technology and its strategic importance in carbon industrial systems [1]. - The presentations included discussions on major engineering progress and breakthroughs in core technologies related to CCUS in China [1]. Group 3: Research Center Establishment - The "Marine Geological Carbon Storage Engineering Research Center of Shandong Province" was inaugurated during the opening ceremony, aiming to enhance technology reserves and equipment development in marine geological carbon storage [3]. - The center will serve as a platform for developing common technologies in marine geological carbon storage and will focus on site selection, process simulation, monitoring, and intelligent early warning systems [3]. - The establishment of the center is expected to provide scientific support for local governments' carbon neutrality decisions and lay the groundwork for marine geological carbon storage theory and technology [3].

Group 1 - The steel industry is focusing on carbon reduction as a core issue in its green transformation journey, with breakthroughs in Carbon Capture, Utilization, and Storage (CCUS) technology providing systematic solutions to the challenges posed by CO2 emissions during steel production [1] - The first full-chain CCUS demonstration project in the steel industry has been established at Baogang Group, which captures industrial waste gas and transforms it into usable resources, significantly improving local air quality and setting a technological foundation for similar projects in the future [2] - The CCUS technology is enabling the conversion of waste gases from steel production into "gas fertilizers" for agriculture, addressing the "carbon hunger" of crops and enhancing their growth and yield, exemplified by a 20% increase in tomato production when using gas fertilizers [3] Group 2 - The integration of CCUS technology represents a shift from single technological breakthroughs to a comprehensive upgrade of the entire industry chain, demonstrating the deep fusion of new productive forces and green development within the steel sector [4] - The advancements in CCUS not only contribute to China's dual carbon goals but also provide a model for low-carbon transformation in the global steel industry, showcasing "Chinese wisdom" in sustainable practices [4]

Core Viewpoint - The forum emphasized that achieving carbon peak and carbon neutrality is a profound systemic transformation, with CCUS technology being a strategic underpinning for deep decarbonization of fossil energy and ensuring national energy security [2][3] Group 1: CCUS Technology and Policy - CCUS technology is transitioning from demonstration exploration to large-scale application, highlighting the need for governments to strengthen policy guidance and provide stable, transparent, and predictable incentives [2] - The forum featured discussions on China's CCUS policy framework, opportunities and challenges in CCUS technology innovation, and the strategic role of CCUS in global carbon neutrality goals [3] Group 2: International Collaboration and Development - Experts shared insights on CCUS technology innovation and talent cultivation in the oil and gas sector, as well as progress in CCUS clusters and industrialization in Germany and the United States [3] - A roundtable dialogue focused on key issues such as technological bottlenecks, policy and business models, and international cooperation, aiming to inject new momentum into practical collaboration in the international CCUS field [3] Group 3: Reports and Future Directions - The forum released several reports, including the "China Carbon Capture, Utilization and Storage Technology Development Roadmap (2025)" and the "China Carbon Dioxide Capture, Utilization and Storage Annual Report (2025)," showcasing CCUS construction progress and planning [3] - These reports aim to deepen international exchanges and cooperation in the CCUS field, serving as a knowledge-sharing bridge [3]

Group 1: Event Overview - The 19th Yulin International Coal and High-end Energy Chemical Industry Expo and the 3rd Western Hydrogen Energy Expo showcased advancements in the coal and energy sectors, highlighting Yulin's energy industry transformation and global connections [1] - Hydrogen fuel cell vehicles were introduced, capable of traveling 400 kilometers on a single hydrogen fill, with a total of 15,000 kilometers safely operated, resulting in a carbon reduction of nearly 10 tons [1] Group 2: Technological Advancements - The coal industry is transitioning from mechanization to automation, with intelligent robots capable of distinguishing coal from gangue, performing up to 6,000 grabs per hour, significantly reducing labor costs [2] - The implementation of smart mining technologies has reduced the number of underground inspection personnel from 15 to 5, enhancing safety and efficiency [2][3] - Yulin has established 31 intelligent mines and 85 intelligent coal mining faces, with intelligent production capacity accounting for 78.7% of total production [3] Group 3: Green Transition Initiatives - Carbon capture, utilization, and storage (CCUS) technology is being applied in Yulin, with a large-scale demonstration project capturing and storing CO2 from power plant emissions [4] - Yulin is actively pursuing a green transition with policies aimed at reducing carbon emissions throughout the coal chemical production process, including the development of coal-based special fuels and biodegradable materials [4] - The hydrogen energy industry is a key focus for Yulin, with plans to invest 300 million yuan annually to support its development and establish Yulin as a "Hydrogen Energy Capital of the West" [5]

Core Insights - The successful operation of the world's largest coal power carbon capture demonstration project at Huaneng Gansu Zhengning Power Plant marks a significant breakthrough in the industrial application of carbon capture, utilization, and storage (CCUS) technology in China [1][2] Group 1: Project Overview - The CCUS project has a carbon capture capacity of 1.5 million tons per year, equivalent to planting nearly 13 million trees [1] - The project achieves 100% domestic production of the entire technology chain from capture, compression to storage [1] Group 2: Technological Innovations - The project features three major technological breakthroughs: 1. A composite absorption tower design with a capture rate exceeding 90% and purity over 99%, significantly reducing energy consumption [1] 2. The introduction of a domestically developed eight-stage gear-type CO2 compressor, which reduces electricity consumption by 10 kWh per ton of CO2 and improves transportation efficiency by 10% [1] 3. The establishment of the deepest saline aquifer storage project in China, with a single well capable of storing 200,000 tons of CO2 annually, supported by a comprehensive monitoring system [1] Group 3: Industry Implications - The project creates a collaborative operational model of "coal power + carbon capture," allowing dynamic adjustment of the carbon capture system based on grid load, thus providing a demonstration case for traditional thermal power companies to explore low-carbon transformation while ensuring supply and efficiency [1] - The advancement of CCUS technology is expected to drive the development of emerging industrial chains such as carbon capture equipment manufacturing, carbon transportation services, and storage monitoring, providing new growth points for energy state-owned enterprises' green transformation [2]

Core Insights - The 2025 Shanxi (Taiyuan) Energy Industry Expo focused on "green low-carbon transformation development" and showcased the latest advancements in the energy sector, emphasizing the transition towards a "green, intelligent, and high-end" energy system [2] Group 1: Event Overview - The expo featured eight major exhibition areas, including international, green electricity, comprehensive energy enterprises, new energy, energy technology innovation, smart energy, and green equipment, with over 30 international and 400 domestic energy companies participating [2] - New exhibition areas for green electricity and energy technology innovation were introduced, highlighting local initiatives for green electricity resource conversion and low-carbon industrial transformation in Shanxi Province [2] Group 2: Highlights of the Expo - Five key highlights were identified: AI empowerment with drones and robots, intelligent collaboration showcasing energy digitalization, multi-energy integration with "wind-solar-hydrogen-storage vehicles," green low-carbon practices across the entire industry chain, and the gathering of industry giants to foster global energy cooperation [3] - Notable presentations included China Coal's "coal-electric-chemical-new" optimization, Meijin Energy's hydrogen equipment and technology, and PetroChina's coalbed methane and CCUS technology [3] - International companies such as Tesla, SEW, and ABB showcased cutting-edge achievements in green and intelligent technologies [3]