“双碳”背景下我国油气企业绿色转型研究与实践  

Study and Practice of Green Transition by China’s Oil and Gas Enterprises under Carbon Peak and Carbon Neutrality Background

作　　者：吴谋远[1] 康煜[1] 范旭强 李春烁 兰孟彤 Wu Mouyuan;Kang Yu;Fan Xuqiang;Li Chunshuo;Lan Mengtong(CNPC Economics&Technology Research Institute,Beijing 100724,China)

机构地区：[1]中国石油集团经济技术研究院

出　　处：《石油科技论坛》2022年第4期18-24,共7页PETROLEUM SCIENCE AND TECHNOLOGY FORUM

基　　金：中国石油天然气集团有限公司软科学研究课题“资本运营推动集团公司新能源发展战略研究”(编号:中油研20190206)。

摘　　要：在国家“双碳”目标驱动、企业可持续发展内在需要的引领下,我国油气企业在加大勘探开发力度、保障国家能源安全的同时,全面加速绿色低碳转型。油气企业在绿色转型中,具有油田风、光等资源丰富,用能需求大,基础设施较完善,企业实力雄厚等优势,但在核心技术、人才储备、上网指标等方面也面临挑战。我国三大石油公司在绿色转型实践中形成了一系列典型做法:一是制定转型目标,从战略层面规划新能源产业发展路径;二是发挥自身优势,有序加快新能源业务布局;三是因地制宜建设新能源业务示范区,中国石油打造出冀东油田、玉门油田、吉林油田、川渝油田四大业务模式;四是结合业务特点,积极探索合资合作、风投基金等新能源发展商业模式。建议我国油气企业加快新能源业务发展,加速推进相关项目建设;国家对能源绿色低碳发展系统谋划,加大体制机制和政策保障上的支持力度。Motivated by the nation’s carbon peak and carbon neutrality goals and guided by the internal need for the company’s sustainable development,China’s oil and gas enterprises accelerated green-oriented transition while stepping up their efforts for exploration and development to secure the national energy supply.The oil and gas enterprises have some advantages in greenoriented transition,such as abundant resources of wind energy and light energy,huge energy-consuming demand,relatively perfect infrastructure,and strong corporate strength.However,they also face some challenges for core technology,storage of talents and online indexes.China’s big-three oil companies--CNPC,Sinopec,CNOOC,have developed a series of methods in the practice of green transition.First of all,the transition target was formulated to define the route of new energy industrial development at the strategic level.Secondly,they used their own advantages to reasonably accelerate distribution of new energy business.Thirdly,the demonstration zones for new energy business were established on the basis of local appropriate conditions.CNPC created four main business models of Jidong Oilfield,Yumen Oilfield,Jilin Oilfield and Sichuan-Chongqing Oilfield.Fourthly,taking into account the business characteristics,they made active attempts for commercial models of new energy development,such as joint-venture cooperation and venture capital fund.It is proposed that China’s oil and gas enterprises should accelerate new energy business development and speed up construction of the related projects.The nation should systematically plan green and low-carbon energy development and formulate more preferential policies for structuring mechanisms.

关 键 词：“双碳”目标 油气企业 能源转型 新能源产业 示范区 合资合作 风投基金 

分 类 号：F426.2[经济管理—产业经济] F270