一、油气开采：油价中高位震荡，预期呈现“U”型走势 预计2025年布伦特油价运行区间为60-80美元/桶。供应方面，预期非OPEC引领原油产量提升，OPEC+增产前景存在一定不确定性， 全年供给显著增长。需求方面，全球GDP维持3.2%增速，原油需求稳定提升，但特朗普关税政策可能引发市场对于需求前景担忧。地 缘方面，预期俄乌、巴以等地缘因素有所降温，但特朗普可能加大对伊朗、委内瑞拉的原油打击。我们判断，油价中已经隐含多种悲观 因素，预期油价向下空间有限，中长期仍将维持中高水平，预期年内油价呈现“U”型走势。

Big data refers to the data sets that possess one or more of the following characteristics, which include large volume, high speed, or velocity of data generation, and a variety of data. From the context of big data, volume refers to the amount of data or the size of data sets, while velocity refers to the speed at which data is generated, retrieved, and streamed. Variety refers to different types of structured data, such as numeric data in traditional databases as well as unstructured data, including video and audio files and others. These inherent characteristics make it difficult for such data sets to be processed and analyzed using traditional data analytics tools. This leads to the development of advanced big data technologies

Digital transformation is the process of using digital technologies to revamp business processes to meet changing business and market needs. The integration of new and advanced technologies into upstream, midstream and downstream areas of business allows oil and gas organizations to optimize operations, increase workforce productivity, ensure production efficiency, and reduce costs. To capitalize on the opportunities offered by digital transformation, oil and gas organizations collaborate with technology providers to either deploy or develop new technologies based on business requirements. Organizations in the oil and gas industry can adopt various technologies, such as artificial intelligence (AI), machine learning (ML), IoT, augmented reality (AR), virtual reality (VR), and high-performance computing (HPC), to enhance operational efficiency and reduce the time-to-market.

石化行业：2025年油价怎么看？－原油系列深度（二十一

The nuclear energy market includes the generation of electricity through the use of nuclear reactions. The market volume is calculated based on the amount of electricity produced by nuclear power plants, while the market value is determined by multiplying the amount of electricity produced with the wholesale price for electricity generation. All market data and forecasts are represented in nominal terms (i.e., without adjustment for inflation) and all currency conversions used in the creation of this report have been calculated using constant 2022 annual average exchange rates.

截至 2025 年 2 月 7 日，布伦特原油、WTI 原油、俄罗斯 EPSO 原油、俄罗斯 Urals 原油价格分别为 74.66、71.00、68.52、68.15 美元/桶，近一个月主要油品涨跌幅分别为：布伦特原 油（-3.10%）、WTI 原油（-4.38%）、俄罗斯 ESPO（-6.38%）、俄罗斯 Urals（-5.03%）。2025 年年初至 2025 年 2 月 7 日期间不同油品涨跌幅分别为：布伦特原油（-1.67%）、WTI 原油（- 2.91%）、俄罗斯 ESPO（-4.77%）、俄罗斯 Urals（-0.53%）。

本周全球能源价格回顾。截至 2025 年 2 月 7 日，原油价格方面，布伦特原油期货结算价为 74.66 美元/桶，较上周下跌 2.10 美元/桶（-2.74%）；WTI 原油期货结 算价为 71.00 美元/桶，较上周下跌 1.53 美元/桶（-2.11%）。天然气价格方面，东北亚 LNG 现货到岸价为 14.73 美元/百万英热，较上周上涨 0.23 美元/百万英热 （+1.6%）；荷兰 TTF 天然气期货结算价 55.40 欧元/兆瓦时，较上周上涨 1.75 欧元/兆瓦时（+3.3%）；美国 HH 天然气期货结算价为 3.31 美元/百万英热，较 上周上涨 0.27 美元/百万英热（+8.7%）。

发展煤化工可充分发挥我国煤炭资源优势。我国煤炭资源丰富，2023 年我国 煤炭产量 47.1 亿吨，占全球煤炭产量的 51.8%；而原油和天然气产量分别占 全球总产量的 4.6%和 5.8%，资源仍相对匮乏。发展煤化工替代石油资源， 充分发挥国内煤炭资源优势，有利于保障国家能源战略安全。

The global digital transformation market in oil and gas industry is a part of the global technology hardware, storage and peripherals market. The global technology hardware, storage and peripherals market was valued at $980.86 billion in 2021 and reached $934.14 billion in 2023.