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China’s first 100-bcm Bohai gas field Phase I fully online, with daily output topping 5,200 tons_我的网站

花环夫人

一 | 根据市场调研机构Mercury Research发布2026年第二季度x86 CPU市场报告，整体CPU出货量环比增长超过10%，远超正常季节性趋势，但桌面CPU出货量同比暴跌超过20%，成为市场中最惨淡的板块。Mercury Research首席分析师Dean McCarron表示，二季度x86和Arm CPU的实际出货量强劲增长，主要得益于Intel在移动端大幅增加出货量，以及AMD产品持续放量。

Phase I Bozhong 19-6 gas field, China's first 100-billion-cubic-meter gas field in the Bohai Sea, has entered full operation, CNOOC Tianjin Branch announced on August 9, 2026. Photo: Screenshot from the People's Daily
Phase I Bozhong 19-6 gas field, China's first 100-billion-cubic-meter gas field in the Bohai Sea, has entered full operation, with daily oil and gas output surpassing 5,200 tons, CNOOC Tianjin Branch announced on Sunday. The project is of great significance for optimizing the regional energy structure and supporting high-quality economic and social development, the People's Daily reported.
China's natural gas reserves are unevenly distributed, with more in the west and less in the east. As the largest offshore gas field in eastern China, the project has cumulatively produced more than 2.8 billion cubic meters of natural gas and serves as an important force in ensuring a stable natural gas supply for the Beijing-Tianjin-Hebei region and the Bohai rim area. Coming fully online during the critical peak summer demand period, the Phase I project further meets the energy needs of regional residential life and industrial production, said the report.
Located in the central Bohai Sea, the Bozhong 19-6 gas field has proven natural gas geological reserves exceeding 200 billion cubic meters and proven petroleum liquid geological reserves of more than 200 million cubic meters.
The Bohai Oilfield, where Bozhong 19-6 is located, is China's first ultra-large offshore oil and gas field with an annual output capacity of 40 million tons. In the first half of this year, its oil and gas output exceeded 21 million tons, setting a new historical high, the People's Daily reported.
Currently, drilling operations for Phase II of the Bozhong 19-6 gas field have fully commenced, which will further enhance the role of offshore oil and gas in supporting China's domestic energy supply.
Global Times
。但同比来看，CPU市场在出货量上仍呈萎缩态势，主要拖累项是IoT、SoC和嵌入式产品出货量下降，以及桌面CPU的大幅下滑。

二 | 其中AMD在所有主要板块均获得份额增长，整体x86市场份额达到30.7%的历史新高，包含IoT、主机SoC和嵌入式产品在内，AMD份额为34.1%，这也是AMD十几年来最为高光的时刻。

三 | 具体来看，受显卡缺货、主板和内存及SSD等组件价格上涨影响，桌面CPU是本季度出货下降最多的板块，出货量同比和环比均下降超过20%。AMD和Intel的桌面CPU出货量都出现大幅下滑，但AMD跌幅小于Intel，份额反而有所增长升至34.9%，高于一季度的33.2%和去年同期的32.2%。Intel份额降至65.1%，低于一季度的66.8%和去年同期的67.8%。但需要注意，AMD此次桌面端CPU份额提升并非因为卖得多，而是因为跌得少。

四 | 移动CPU市场则呈现完全不同的景象，Intel在二季度新增了数百万颗移动CPU产能，缓解了此前几个季度的供应瓶颈。但AMD的出货量增速几乎与Intel持平，份额从一季度的28.3%升至28.9%，同比去年二季度的20.6%增长了8.4个百分点，Intel仍以71.1%占据主导，但份额持续下滑。服务器CPU市场则同比增长近20%，AMD服务器CPU份额升至34.5%，高于一季度的33.2%和去年同期的27.3%。