中国油气供应安全面临新挑战——新形势下中国石油企业“走出去”发展战略思考  

New challenges in China’s oil and gas supply security——The “Going Global” development strategy for China’s petroleum enterprises under the new situation

作　　者：冯志强[1] 孔祥宇[1] 褚王涛[1] FENG Zhiqiang;KONG Xiangyu;CHU Wangtao(Sinopec Petroleum Exploration&Production Research Institute)

机构地区：[1]中国石化石油勘探开发研究院

出　　处：《国际石油经济》2019年第10期8-15,共8页International Petroleum Economics

摘　　要：美国能源独立导致全球能源供给版图发生变化,并对全球油气供需格局、地缘政治等产生深远影响,中国油气供应安全面临新的挑战。中国的石油安全策略选择需由被动防御型向主动防御型转变。中国石油企业坚持"走出去"发展战略,加大海外油气投资,对保障中国油气供应安全具有重要意义。中国石油企业应发挥核心优势,突出战略聚焦、效益优先,坚定不移地扩大海外油气合作规模;利用中低油价窗口期,积极竞购优质油气资产;注重低成熟资产的配置,加大自主勘探开发力度;探索中国企业境外油气投资合作新机制,切实发挥协同效应,提升全球竞争力。The US energy independence has led to changes in the global energy supply landscape, which will have a profound impact on the global oil and gas supply and demand pattern, geopolitics, etc., China’s oil and gas supply security will face new challenges. Therefore, China’s oil security strategy needs to change from passive defense to the active. China oil enterprises stick to the strategy of "Going Global" and enhance overseas oil and gas investment, which is of great significance to the security of China’s oil and gas supply. The key point for China’s petroleum enterprises is to give play to the core advantages, highlight strategic focus, prioritize benefits, and unswervingly expand the scale of overseas oil and gas cooperation. They should use the low and medium oil price window period to actively bid for high-quality oil and gas assets, focus on the allocation of low-mature assets, increase independent exploration and development efforts, explore new mechanisms for overseas oil and gas investment cooperation of Chinese enterprises, and effectively exert synergies and enhance global competitiveness.

关 键 词：美国能源独立 油气供需格局 海外油气投资 海外勘探开发 油气供应安全 “走出去” 

分 类 号：F42[经济管理—产业经济]