全球新闻采集归档｜2026年7月31日08:00—20:00｜商品能源与地缘篇

本篇覆盖北京时间 2026 年 7 月 31 日 08:00—20:00。为避免与「中国政策与监管篇」重复，国家发展改革委成品油调价作为跨卷重复事件记入本篇转载账，不再进入主记录；本篇主记录为 10 个去重事件。最终账本为 raw_news_count=20、deduplicated_event_count=10、reprint_count=5、excluded_count=5，满足 20=10+5+5。本篇仍是部分采集：ADNOC 官方入口、船舶跟踪和中国水运网详情存在访问缺口。

Reuters 报道，部分油轮在霍尔木兹海峡被迫掉头，布伦特盘中上涨 1.13%至 90.04 美元/桶，WTI 上涨 1.41%至 84.77 美元/桶；报道还援引 Kpler 船舶跟踪称，两艘 VLCC 当日驶出海峡，前一日有 29 艘大宗商品船通过曼德海峡。达米埃塔港两艘气体船遭无人机袭击起火的说法未取得官方事故结论，本篇按二手事实和未闭环事项记录。1

Reuters 报道，ADNOC 购入 5 艘 VLCC，总价约 5.90 亿美元；ADNOC L&S 另购入 3 艘 VLGC，并计划订购 25—30 艘新船。报道还称约 15 艘船部署为穿梭船，将霍尔木兹海峡内原油运往富查伊拉和阿曼。ADNOC 官方新闻入口在本轮抓取超时，因此价格、船龄和数量均标作二手转述。2

bp 官方宣布启动英国北海业务的市场化出售流程，组合包含 Andrew、ETAP、Glen Lyon、Clair 和 Clair Ridge 五个生产中心，涉及约 1100 名员工；bp 称将保留英国航空燃料、零售站点、全球贸易航运枢纽及英国总部。3

Shell 官方称，同意将 BG Cyprus Ltd.（持有塞浦路斯 Block 12、Aphrodite 气田 35%非运营权益）出售给 MOL Group，最高对价 7.20 亿美元，产出气预计销往埃及 EGAS，交易预计于 2027 年初完成。4

Mysteel 转述隆众资讯监测称，7 月 31 日国产气受成本支撑，工厂价格普涨，少数稳价出货；海气接收站价格大面积持稳。本条未取得同日政府或企业原始价格表，保留二手身份。5

人民日报转载版披露，上半年全社会用电量为 50,999 亿千瓦时，同比增长 5.3%；可再生能源发电量占比超过四成，煤电发电量约 2.5 万亿千瓦时，占总发电量 49.7%，全国统调电厂存煤可用天数超过 30 天。国家能源局一手发布会文字实录为 7 月 30 日，作为窗口外交叉核验，不把它重复计为窗口内新增。6 7

Reuters 报道，现货金盘中下跌 1.1%至 4,055.41 美元/盎司；当周仍有望上涨约 0.5%，7 月累计上涨约 1.7%。本轮未检索到对应日期的 LBMA 价格详情页，故只保留 Reuters 报价及时间，不补作官方定盘价。8

Reuters 报道，ExxonMobil 二季度调整后利润 147 亿美元、每股 3.52 美元，低于预期的 3.60 美元；产量为 450 万桶油当量/日，支付股息 43 亿美元、回购 51 亿美元。公司官方新闻入口未取得同一财报详情，本条按二手来源记录。9

Reuters 报道，ExxonMobil 圭亚那 Stabroek 区块合资项目已收回自 2014 年以来约 550 亿美元开发投资，比预期提前两年；报道据此称项目利润油将与圭亚那政府执行 50/50 分成，此前成本回收阶段最多可取得 75%产量用于回收成本，圭亚那当前产量超过 90 万桶/日。官方合资项目或政府原始页未在本轮闭环，保留为二手报道。10

新浪财经转载报道，大连中远海运重工为中远海运发展建造的第 6 艘 8 万吨粮食运输船「国粮海」轮交付，后续将承租给中远海运散运，用于大豆、玉米、小麦等粮食海运。中国水运网原始详情返回付费/模板占位符，未取得正文和发布时间，因此保留转载身份。11

以下 5 条进入转载账：国家发展改革委 7 月 31 日成品油调价（已在中国政策与监管篇主记录）、国家能源局 7 月 30 日能源形势实录、浙江官方转载能源安全文章、7 月 31 日对紫金黄金国际交易的窗口内评论，以及与主记录对应的同事实二手转载。以下 5 条进入排除账：7 月 31 日 23:23 发布的国家能源局文章、核心交易发生在 7 月 29 日的评论所对应原事件、未取得正文的中国水运网原文、未取得官方事故结论的达米埃塔事故说法、无法匹配当日定盘价的 LBMA 候选。它们不进入本篇主记录。

计数方法为 non_exclusive，同一事件可挂多个标签，数量不可直接相加；0 表示窗口内没有可用详情事实。

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50%","source_name":"人民日报转载版","source_type":"government_media_reprint","source_level":"official_reprint","original_url":"https://www.zxbq.gov.cn/zxbq/xwdt/zyzz/2026073109040433518/index.html","source_domain":"zxbq.gov.cn","author":null,"country_region":"中国","language":"zh-CN","published_at":"2026-07-31T09:03:00+08:00","updated_at":null,"event_at":"2026-07-31T09:03:00+08:00","fetched_at":"2026-07-31T20:00:00+08:00","category":"电力与煤炭","entities":["国家能源局","人民日报"],"industries":["煤炭","光伏","风电","公共事业"],"themes":["用电量","发电结构","煤电占比"],"summary":"官方转载版披露上半年用电量、可再生能源和煤电占比数据。","key_facts":["全社会用电量 50999 亿千瓦时，同比增长 5.3%","可再生能源发电量占比超过四成","煤电占总发电量 49.7%"],"key_numbers":["50999 亿千瓦时","5.3%","49.7%","超 30 天"],"raw_quote":"煤电发电量占总发电量的 49.7%","primary_source_attempted":true,"primary_source_url":"https://www.nea.gov.cn/20260730/3ce671c387574eeeb120fc3825be0399/c.html","retrieval_status":"official_reprint_cross_checked","retrieval_error":"国家能源局一手文字实录发布时间为 7 月 30 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