商品能源与地缘篇

时间窗与完整性

统计窗口：北京时间 2026 年 7 月 30 日 08:00 至 20:00。对最近 24 小时做复扫；主记录只纳入本窗口内可确认发布、披露或状态更新的事实，窗口外材料进入排除账。

本篇为部分采集，不代表完整新闻集合。本轮已完成可达来源的主题扫描、时间过滤和事件去重，但仍有动态列表、公告 PDF、公司 IR 或海外官方附件无法稳定取得；二手材料保留真实来源身份，不写成一手。

本篇主记录 8 条，转载 0 条，排除 6 条；统计恒等式：14 = 8 + 0 + 6。

主记录

1. 壳牌二季度调整后净利润 98.4 亿美元

发布时间：北京时间 2026-07-30 14:24:00
来源与核验：Reuters；verified_secondary_detail；primary_source_attempted=true。
事实：Reuters 报道壳牌二季度调整后净利润 98.4 亿美元，同比翻倍以上。炼厂按铭牌产能 102%运行；综合天然气业务利润 27 亿美元，同比增长 55%；化工与产品业务利润 29 亿美元；净债务 418 亿美元。 1
数字：98.4 亿美元；102%；27 亿美元；418 亿美元
来源：Reuters：壳牌二季度调整后净利润 98.4 亿美元
一手尝试：[https://www.[shell.com/financial-reporting/quarterly-results.html](https://www.shell.com/financial-reporting/quarterly-results.html)](https://shell.com/financial-reporting/quarterly-results.html](https://www.shell.com/financial-reporting/quarterly-results.html))；`secondary_with_primary_attempt`；公司财报一手详情未在本轮稳定取得
标签：石油、天然气、LNG、炼化、化工

2. 卡塔尔能源购买 33 船美国 LNG 现货

发布时间：北京时间 2026-07-30 13:03:00
来源与核验：Reuters；verified_secondary_detail；primary_source_attempted=true。
事实：Reuters 报道卡塔尔能源 2026 年从美国购买 33 船现货 LNG。 28 船已交付，5 船在途；货物前往亚洲多个买家；报道将其置于霍尔木兹海峡中断和不可抗力背景下。 2
数字：33 船；28 船；5 船
来源：Reuters：卡塔尔能源购买 33 船美国 LNG 现货
一手尝试：https://www.qatarenergy.qa/；secondary_with_primary_attempt；企业采购原始披露未在本轮取得
标签：天然气、LNG、航运

3. 乌克兰无人机袭击卢克石油 Perm 炼厂并损坏 CDU-5

发布时间：北京时间 2026-07-30 18:31:00
来源与核验：Reuters；verified_secondary_detail；primary_source_attempted=true。
事实：Reuters 报道无人机袭击导致卢克石油 Perm 炼厂起火，CDU-5 装置关闭。 CDU-5 加工能力 12,930 吨/天，约占全厂总炼能 34%；其余装置可继续运行，报道估计剩余约 75%铭牌产能。 3
数字：12,930 吨/天；34%；约 75%
来源：Reuters：乌克兰无人机袭击卢克石油 Perm 炼厂并损坏 CDU-5
一手尝试：[https://www.[lukoil.com/](https://www.lukoil.com/)](https://lukoil.com/](https://www.lukoil.com/))；`secondary_with_primary_attempt`；公司与地方政府对应原始通报未在本轮取得
标签：石油、炼化

4. 伊拉克—土耳其输油管道继续运营但延期协议未签署

发布时间：北京时间 2026-07-30 18:17:00
来源与核验：Reuters；verified_secondary_detail；primary_source_attempted=true。
事实：Reuters 报道伊拉克北部至土耳其 Ceyhan 港的输油管道继续运营，双方讨论延期安排。当前流量约 17 万桶/天；数十年双边协议于 7 月 28 日到期；管道设计能力 150 万桶/天。 4
数字：17 万桶/天；150 万桶/天
来源：Reuters：伊拉克—土耳其输油管道继续运营但延期协议未签署
一手尝试：https://www.energy.gov.tr/；secondary_with_primary_attempt；双方政府或管道主体延期协议原文未在本轮取得
标签：石油、航运、港口

5. 东京燃气称中东冲突持续可能维持现货 LNG 价格高位

发布时间：北京时间 2026-07-30 18:33:00
来源与核验：Reuters；verified_secondary_detail；primary_source_attempted=true。
事实：Reuters 援引东京燃气高管表述，称中东冲突已收紧现货 LNG 市场供应。东京燃气一季度净利润同比下降 65%；美国页岩气业务平均 Henry Hub 价格约 5 美元/MMBtu；公司对冲约 75%天然气价格风险敞口。 5
数字：-65%；约 5 美元/MMBtu；75%
来源：Reuters：东京燃气称中东冲突持续可能维持现货 LNG 价格高位
一手尝试：https://www.tokyo-gas.co.jp/en/ir/；secondary_with_primary_attempt；公司经营及 LNG 市场原始材料未在本轮稳定取得
标签：天然气、LNG

6. 霍尔木兹、红海、黑海和亚速海航运威胁报道

发布时间：北京时间 2026-07-30 13:20:00
来源与核验：CNBC；verified_secondary_detail；primary_source_attempted=true。
事实：CNBC 报道多个航运咽喉的袭击威胁及船舶改道信息。材料称霍尔木兹通行量约为正常水平一半，并列示黑海、红海和亚速海的运输风险；另列 Drewry 世界集装箱指数 9,371 美元/FEU。 6
数字：约一半；9,371 美元/FEU
来源：CNBC：霍尔木兹、红海、黑海和亚速海航运威胁报道
一手尝试：[https://www.[imo.org/](https://www.imo.org/)](https://imo.org/](https://www.imo.org/))；`secondary_with_primary_attempt`；各海峡与航运主体原始通行统计未在本轮取得
标签：石油、LNG、航运、港口

7. LME 铝库存降至有记录以来低位

发布时间：北京时间 2026-07-30 14:53:00
来源与核验：Mysteel/AL Circle；verified_secondary_detail；primary_source_attempted=true。
事实：Mysteel/AL Circle 报道 LME 铝库存降至 1998 年以来低位。 LME 铝总库存 271,275 吨；在仓库存 245,350 吨；SHFE 铝库存 455,092 吨；报道提到海湾地区供应和霍尔木兹运输因素。 7
数字：271,275 吨；245,350 吨；455,092 吨
来源：Mysteel/AL Circle：LME 铝库存降至有记录以来低位
一手尝试：[https://www.[lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2](https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2)](https://lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2](https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2))；`secondary_with_primary_attempt`；LME 库存原始详情未在本轮稳定取得
标签：铝、有色金属

8. 绿海氢能与定边项目作为能源项目背景信息

发布时间：北京时间 2026-07-30
来源与核验：氢风徐来新能源；verified_secondary_detail；primary_source_attempted=true。
事实：研究材料称陕西氢能与定边县共建绿氢基地，作为本窗口能源项目线索登记。总投资预计 300 亿元，首期约 15 亿元，规划 1.2 万吨/年绿氢产能；该条为二手项目报道。 8
数字：300 亿元；15 亿元；1.2 万吨/年
来源：氢风徐来新能源：绿海氢能与定边项目作为能源项目背景信息
一手尝试：https://www.nea.gov.cn/；secondary_with_primary_attempt；项目签约主体正式公告未在本轮稳定取得
标签：储能、电网、公共事业

转载与排除

本篇未将同一事件的重复报道计为新事件；交叉来源保留在主记录的 related_urls。以下为逐条排除：

排除项	发布时间	原因	来源
EIA 周度石油状态报告（北京时间 00:30 发布）	2026-07-30T00:30:00+08:00	早于本期 08:00 起点；上一窗口已有记录，本期不重复展开。	EIA
OPEC+可能 10 月后暂停增产	2026-07-29T04:07:00+08:00	窗口外报道。	Reuters
伊朗与阿曼霍尔木兹管理方案交换	2026-07-29T05:01:00+08:00	窗口外报道。	Al Jazeera
美联储利率与黄金跳涨报道	2026-07-30T06:10:00+08:00	早于本期窗口起点，前一窗口已登记背景。	Kitco
波罗的海干散货指数四周低点	2026-07-29	窗口外报道。	Maritime Professional
LME 铝库存前一日价格快照	2026-07-29	同一铝库存主题的窗口外材料，不与本期主记录重复。	AL Circle

统计账本

字段	数值
`raw_news_count`	14
`deduplicated_event_count`	8
`reprint_count`	0
`excluded_count`	6
`source_count`	16
`official_source_count`	0
`source_failures`	5

恒等式复核：14 = 8 + 0 + 6。

固定行业覆盖

计数方式：non_exclusive。同一条记录可挂多个行业，以下数字不可直接相加；0 条表示已检查并登记，不表示跳过。

行业	条数	行业	条数	行业	条数
半导体	0	人工智能	0	算力	0
通信	0	消费电子	0	机器人	0
机械设备	0	汽车	0	动力电池	0
光伏	0	风电	0	储能	1
电网	1	核电	0	煤炭	0
石油	4	天然气	3	LNG	4
炼化	2	化工	1	钢铁	0
有色金属	1	铜	0	铝	1
锂	0	稀土	0	黄金	0
医药	0	医疗器械	0	银行	0
保险	0	券商	0	房地产	0
建筑建材	0	食品饮料	0	家电	0
零售	0	农业	0	军工	0
商业航天	0	低空经济	0	传媒	0
游戏	0	旅游	0	航空	0
航运	3	港口	2	环保	0
公共事业	1

国家或地区覆盖

国家或地区	主记录数
中国	1
伊拉克/土耳其	1
俄罗斯/乌克兰	1
卡塔尔	1
多国	1
日本	1
英国	1
英国/中东	1

来源失败明细

来源	尝试 URL	失败时间	原因
Shell 公司财报一手页	https://www.shell.com/financial-reporting/quarterly-results.html	2026-07-30T20:00:00+08:00	公司财报一手详情未在本轮稳定取得。
QatarEnergy 采购披露	https://www.qatarenergy.qa/	2026-07-30T20:00:00+08:00	未取得与 33 船美国 LNG 采购对应的企业公告。
卢克石油/地方通报	https://www.lukoil.com/	2026-07-30T20:00:00+08:00	未取得 Perm 炼厂损坏对应的公司或地方政府原文。
LME 库存原始数据	https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2	2026-07-30T20:00:00+08:00	原始库存页面未在本轮稳定取得。
国际海事组织与航道统计	https://www.imo.org/	2026-07-30T20:00:00+08:00	未取得与多海峡通行量对应的统一官方统计。

JSON 附录


{
  "schemaVersion": "nd-global-news-archive-part-v1",
  "edition": "2026-07-30-08-20-commodities-energy-geopolitics",
  "title": "商品能源与地缘篇",
  "timezone": "Asia/Shanghai",
  "window": {
    "start": "2026-07-30T08:00:00+08:00",
    "end": "2026-07-30T20:00:00+08:00",
    "timezone": "Asia/Shanghai"
  },
  "completeness": {
    "is_complete_collection": false,
    "status": "partial_collection",
    "reason": "四分篇均完成可达范围内归档，但仍有动态列表、PDF、公司IR或海外官方原文访问缺口。"
  },
  "statistics": {
    "raw_news_count": 14,
    "deduplicated_event_count": 8,
    "reprint_count": 0,
    "excluded_count": 6,
    "source_count": 16,
    "official_source_count": 0,
    "source_failures": 5
  },
  "records": [
    {
      "news_id": "20260730-commodity-001",
      "canonical_event_id": "20260730_commodity_001",
      "original_title": "壳牌二季度调整后净利润98.4亿美元",
      "chinese_title": "壳牌二季度调整后净利润98.4亿美元",
      "source_name": "Reuters",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.reuters.com/business/energy/shell-more-than-doubles-its-profit-q2-beating-expectations-2026-07-30/",
      "source_domain": "www.reuters.com",
      "author": null,
      "country_region": "英国",
      "language": "en",
      "published_at": "2026-07-30T14:24:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T14:24:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "能源公司财报",
      "entities": [
        "Shell"
      ],
      "industries": [
        "石油",
        "天然气",
        "LNG",
        "炼化",
        "化工"
      ],
      "themes": [
        "财报",
        "炼化"
      ],
      "summary": "Reuters报道壳牌二季度调整后净利润98.4亿美元，同比翻倍以上。",
      "key_facts": [
        "炼厂按铭牌产能102%运行；综合天然气业务利润27亿美元，同比增长55%；化工与产品业务利润29亿美元；净债务418亿美元。"
      ],
      "key_numbers": [
        "98.4亿美元",
        "102%",
        "27亿美元",
        "418亿美元"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.shell.com/financial-reporting/quarterly-results.html",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "公司财报一手详情未在本轮稳定取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-002",
      "canonical_event_id": "20260730_commodity_002",
      "original_title": "卡塔尔能源购买33船美国LNG现货",
      "chinese_title": "卡塔尔能源购买33船美国LNG现货",
      "source_name": "Reuters",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.reuters.com/business/energy/qatarenergy-buys-33-us-lng-cargoes-offset-hormuz-disruption-sources-say-2026-07-30/",
      "source_domain": "www.reuters.com",
      "author": null,
      "country_region": "卡塔尔",
      "language": "en",
      "published_at": "2026-07-30T13:03:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T13:03:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "LNG供应与运输",
      "entities": [
        "QatarEnergy",
        "Venture Global LNG"
      ],
      "industries": [
        "天然气",
        "LNG",
        "航运"
      ],
      "themes": [
        "LNG现货",
        "供应链"
      ],
      "summary": "Reuters报道卡塔尔能源2026年从美国购买33船现货LNG。",
      "key_facts": [
        "28船已交付，5船在途；货物前往亚洲多个买家；报道将其置于霍尔木兹海峡中断和不可抗力背景下。"
      ],
      "key_numbers": [
        "33船",
        "28船",
        "5船"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.qatarenergy.qa/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "企业采购原始披露未在本轮取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-003",
      "canonical_event_id": "20260730_commodity_003",
      "original_title": "乌克兰无人机袭击卢克石油Perm炼厂并损坏CDU-5",
      "chinese_title": "乌克兰无人机袭击卢克石油Perm炼厂并损坏CDU-5",
      "source_name": "Reuters",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.reuters.com/business/energy/drone-strike-lukoil-refinery-causes-fire-damages-distillation-unit-sources-say-2026-07-30/",
      "source_domain": "www.reuters.com",
      "author": null,
      "country_region": "俄罗斯/乌克兰",
      "language": "en",
      "published_at": "2026-07-30T18:31:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T18:31:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "炼化与地缘安全",
      "entities": [
        "卢克石油Perm炼厂"
      ],
      "industries": [
        "石油",
        "炼化"
      ],
      "themes": [
        "炼厂",
        "无人机袭击"
      ],
      "summary": "Reuters报道无人机袭击导致卢克石油Perm炼厂起火，CDU-5装置关闭。",
      "key_facts": [
        "CDU-5加工能力12,930吨/天，约占全厂总炼能34%；其余装置可继续运行，报道估计剩余约75%铭牌产能。"
      ],
      "key_numbers": [
        "12,930吨/天",
        "34%",
        "约75%"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.lukoil.com/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "公司与地方政府对应原始通报未在本轮取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-004",
      "canonical_event_id": "20260730_commodity_004",
      "original_title": "伊拉克—土耳其输油管道继续运营但延期协议未签署",
      "chinese_title": "伊拉克—土耳其输油管道继续运营但延期协议未签署",
      "source_name": "Reuters",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.reuters.com/business/energy/iraq-turkey-oil-flows-expected-continue-sides-discuss-extension-deal-sources-say-2026-07-30/",
      "source_domain": "www.reuters.com",
      "author": null,
      "country_region": "伊拉克/土耳其",
      "language": "en",
      "published_at": "2026-07-30T18:17:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T18:17:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "原油运输与管道",
      "entities": [
        "Ceyhan港",
        "ITP"
      ],
      "industries": [
        "石油",
        "航运",
        "港口"
      ],
      "themes": [
        "管道运输",
        "双边协议"
      ],
      "summary": "Reuters报道伊拉克北部至土耳其Ceyhan港的输油管道继续运营，双方讨论延期安排。",
      "key_facts": [
        "当前流量约17万桶/天；数十年双边协议于7月28日到期；管道设计能力150万桶/天。"
      ],
      "key_numbers": [
        "17万桶/天",
        "150万桶/天"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.energy.gov.tr/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "双方政府或管道主体延期协议原文未在本轮取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-005",
      "canonical_event_id": "20260730_commodity_005",
      "original_title": "东京燃气称中东冲突持续可能维持现货LNG价格高位",
      "chinese_title": "东京燃气称中东冲突持续可能维持现货LNG价格高位",
      "source_name": "Reuters",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.reuters.com/business/energy/prolonged-iran-war-could-keep-spot-lng-prices-high-tokyo-gas-says-2026-07-30/",
      "source_domain": "www.reuters.com",
      "author": null,
      "country_region": "日本",
      "language": "en",
      "published_at": "2026-07-30T18:33:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T18:33:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "LNG与公司经营",
      "entities": [
        "东京燃气"
      ],
      "industries": [
        "天然气",
        "LNG"
      ],
      "themes": [
        "LNG",
        "天然气风险管理"
      ],
      "summary": "Reuters援引东京燃气高管表述，称中东冲突已收紧现货LNG市场供应。",
      "key_facts": [
        "东京燃气一季度净利润同比下降65%；美国页岩气业务平均Henry Hub价格约5美元/MMBtu；公司对冲约75%天然气价格风险敞口。"
      ],
      "key_numbers": [
        "-65%",
        "约5美元/MMBtu",
        "75%"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.tokyo-gas.co.jp/en/ir/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "公司经营及LNG市场原始材料未在本轮稳定取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-006",
      "canonical_event_id": "20260730_commodity_006",
      "original_title": "霍尔木兹、红海、黑海和亚速海航运威胁报道",
      "chinese_title": "霍尔木兹、红海、黑海和亚速海航运威胁报道",
      "source_name": "CNBC",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.cnbc.com/2026/07/30/strait-hormuz-drone-shipping-risks.html",
      "source_domain": "www.cnbc.com",
      "author": null,
      "country_region": "多国",
      "language": "en",
      "published_at": "2026-07-30T13:20:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T13:20:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "航运与地缘安全",
      "entities": [
        "霍尔木兹海峡",
        "红海",
        "黑海",
        "亚速海"
      ],
      "industries": [
        "石油",
        "LNG",
        "航运",
        "港口"
      ],
      "themes": [
        "航运安全",
        "运输通道"
      ],
      "summary": "CNBC报道多个航运咽喉的袭击威胁及船舶改道信息。",
      "key_facts": [
        "材料称霍尔木兹通行量约为正常水平一半，并列示黑海、红海和亚速海的运输风险；另列Drewry世界集装箱指数9,371美元/FEU。"
      ],
      "key_numbers": [
        "约一半",
        "9,371美元/FEU"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.imo.org/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "各海峡与航运主体原始通行统计未在本轮取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-007",
      "canonical_event_id": "20260730_commodity_007",
      "original_title": "LME铝库存降至有记录以来低位",
      "chinese_title": "LME铝库存降至有记录以来低位",
      "source_name": "Mysteel/AL Circle",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "https://www.mysteel.net/news/5134443-lme-aluminium-stocks-hit-the-lowest-level-this-century-amid-middle-east-supply-constraints",
      "source_domain": "www.mysteel.net",
      "author": null,
      "country_region": "英国/中东",
      "language": "en",
      "published_at": "2026-07-30T14:53:00+08:00",
      "updated_at": null,
      "event_at": "2026-07-30T14:53:00+08:00",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "铝与库存",
      "entities": [
        "LME",
        "SHFE"
      ],
      "industries": [
        "铝",
        "有色金属"
      ],
      "themes": [
        "铝库存",
        "交易所库存"
      ],
      "summary": "Mysteel/AL Circle报道LME铝库存降至1998年以来低位。",
      "key_facts": [
        "LME铝总库存271,275吨；在仓库存245,350吨；SHFE铝库存455,092吨；报道提到海湾地区供应和霍尔木兹运输因素。"
      ],
      "key_numbers": [
        "271,275吨",
        "245,350吨",
        "455,092吨"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "LME库存原始详情未在本轮稳定取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    },
    {
      "news_id": "20260730-commodity-008",
      "canonical_event_id": "20260730_commodity_008",
      "original_title": "绿海氢能与定边项目作为能源项目背景信息",
      "chinese_title": "绿海氢能与定边项目作为能源项目背景信息",
      "source_name": "氢风徐来新能源",
      "source_type": "media_detail",
      "source_level": "secondary",
      "original_url": "http://mp.weixin.qq.com/s?__biz=Mzg4NDg3NjcxMw==&mid=2247498463&idx=3&sn=7e33a8397c1a50fe5a5caa97ae44cb1b",
      "source_domain": "mp.weixin.qq.com",
      "author": null,
      "country_region": "中国",
      "language": "zh-CN",
      "published_at": "2026-07-30",
      "updated_at": null,
      "event_at": "2026-07-30",
      "fetched_at": "2026-07-30T20:00:00+08:00",
      "category": "氢能项目",
      "entities": [
        "陕西氢能",
        "定边县"
      ],
      "industries": [
        "储能",
        "电网",
        "公共事业"
      ],
      "themes": [
        "绿氢",
        "电解水制氢"
      ],
      "summary": "研究材料称陕西氢能与定边县共建绿氢基地，作为本窗口能源项目线索登记。",
      "key_facts": [
        "总投资预计300亿元，首期约15亿元，规划1.2万吨/年绿氢产能；该条为二手项目报道。"
      ],
      "key_numbers": [
        "300亿元",
        "15亿元",
        "1.2万吨/年"
      ],
      "raw_quote": null,
      "primary_source_attempted": true,
      "primary_source_url": "https://www.nea.gov.cn/",
      "retrieval_status": "secondary_with_primary_attempt",
      "retrieval_error": "项目签约主体正式公告未在本轮稳定取得",
      "verification_status": "verified_secondary_detail",
      "is_original_source": false,
      "is_reprint": false,
      "related_urls": [],
      "correction_status": "none"
    }
  ],
  "reprint_records": [],
  "excluded_records": [
    {
      "excluded_id": "20260730-com-ex-001",
      "title": "EIA周度石油状态报告（北京时间00:30发布）",
      "url": "https://www.eia.gov/petroleum/supply/weekly/archive/2026/2026_07_29/wpsr_2026_07_29.php",
      "published_at": "2026-07-30T00:30:00+08:00",
      "source_name": "EIA",
      "reason": "早于本期08:00起点；上一窗口已有记录，本期不重复展开。"
    },
    {
      "excluded_id": "20260730-com-ex-002",
      "title": "OPEC+可能10月后暂停增产",
      "url": "https://www.reuters.com/business/energy/opec-likely-to-pause-oil-output-hikes-after-september-sources-say-2026-07-28/",
      "published_at": "2026-07-29T04:07:00+08:00",
      "source_name": "Reuters",
      "reason": "窗口外报道。"
    },
    {
      "excluded_id": "20260730-com-ex-003",
      "title": "伊朗与阿曼霍尔木兹管理方案交换",
      "url": "https://www.aljazeera.com/news/2026/7/28/iran-and-oman-exchange-proposals-to-manage-strait-of-hormuz",
      "published_at": "2026-07-29T05:01:00+08:00",
      "source_name": "Al Jazeera",
      "reason": "窗口外报道。"
    },
    {
      "excluded_id": "20260730-com-ex-004",
      "title": "美联储利率与黄金跳涨报道",
      "url": "https://www.kitco.com/news/article/2026-07-29/gold-price-jumps-federal-reserve-leaves-interest-rates-unchanged",
      "published_at": "2026-07-30T06:10:00+08:00",
      "source_name": "Kitco",
      "reason": "早于本期窗口起点，前一窗口已登记背景。"
    },
    {
      "excluded_id": "20260730-com-ex-005",
      "title": "波罗的海干散货指数四周低点",
      "url": "https://www.maritimeprofessional.com/news/baltic-index-drops-four-week-421570",
      "published_at": "2026-07-29",
      "source_name": "Maritime Professional",
      "reason": "窗口外报道。"
    },
    {
      "excluded_id": "20260730-com-ex-006",
      "title": "LME铝库存前一日价格快照",
      "url": "https://www.alcircle.com/news/lme-aluminium-price-cools-after-brief-recovery-cash-eases-over-1-stocks-reach-271-275t-120548",
      "published_at": "2026-07-29",
      "source_name": "AL Circle",
      "reason": "同一铝库存主题的窗口外材料，不与本期主记录重复。"
    }
  ],
  "source_failure_details": [
    {
      "part": "商品能源与地缘篇",
      "source": "Shell公司财报一手页",
      "attempted_url": "https://www.shell.com/financial-reporting/quarterly-results.html",
      "failed_at": "2026-07-30T20:00:00+08:00",
      "reason": "公司财报一手详情未在本轮稳定取得。"
    },
    {
      "part": "商品能源与地缘篇",
      "source": "QatarEnergy采购披露",
      "attempted_url": "https://www.qatarenergy.qa/",
      "failed_at": "2026-07-30T20:00:00+08:00",
      "reason": "未取得与33船美国LNG采购对应的企业公告。"
    },
    {
      "part": "商品能源与地缘篇",
      "source": "卢克石油/地方通报",
      "attempted_url": "https://www.lukoil.com/",
      "failed_at": "2026-07-30T20:00:00+08:00",
      "reason": "未取得Perm炼厂损坏对应的公司或地方政府原文。"
    },
    {
      "part": "商品能源与地缘篇",
      "source": "LME库存原始数据",
      "attempted_url": "https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#tabIndex=2",
      "failed_at": "2026-07-30T20:00:00+08:00",
      "reason": "原始库存页面未在本轮稳定取得。"
    },
    {
      "part": "商品能源与地缘篇",
      "source": "国际海事组织与航道统计",
      "attempted_url": "https://www.imo.org/",
      "failed_at": "2026-07-30T20:00:00+08:00",
      "reason": "未取得与多海峡通行量对应的统一官方统计。"
    }
  ],
  "industry_coverage": {
    "counting_method": "non_exclusive",
    "items": {
      "半导体": 0,
      "人工智能": 0,
      "算力": 0,
      "通信": 0,
      "消费电子": 0,
      "机器人": 0,
      "机械设备": 0,
      "汽车": 0,
      "动力电池": 0,
      "光伏": 0,
      "风电": 0,
      "储能": 1,
      "电网": 1,
      "核电": 0,
      "煤炭": 0,
      "石油": 4,
      "天然气": 3,
      "LNG": 4,
      "炼化": 2,
      "化工": 1,
      "钢铁": 0,
      "有色金属": 1,
      "铜": 0,
      "铝": 1,
      "锂": 0,
      "稀土": 0,
      "黄金": 0,
      "医药": 0,
      "医疗器械": 0,
      "银行": 0,
      "保险": 0,
      "券商": 0,
      "房地产": 0,
      "建筑建材": 0,
      "食品饮料": 0,
      "家电": 0,
      "零售": 0,
      "农业": 0,
      "军工": 0,
      "商业航天": 0,
      "低空经济": 0,
      "传媒": 0,
      "游戏": 0,
      "旅游": 0,
      "航空": 0,
      "航运": 3,
      "港口": 2,
      "环保": 0,
      "公共事业": 1
    }
  },
  "country_coverage": {
    "英国": 1,
    "卡塔尔": 1,
    "俄罗斯/乌克兰": 1,
    "伊拉克/土耳其": 1,
    "日本": 1,
    "多国": 1,
    "英国/中东": 1,
    "中国": 1
  },
  "coverage_report": {
    "scanned": [
      "本分篇主题来源",
      "固定行业清单",
      "最近24小时复扫"
    ],
    "uncompleted": [
      "Shell公司财报一手页",
      "QatarEnergy采购披露",
      "卢克石油/地方通报",
      "LME库存原始数据",
      "国际海事组织与航道统计"
    ]
  }
}

全球新闻采集归档｜2026年7月30日08:00—20:00｜商品能源与地缘篇