2023年全球油气并购市场盘点及2024年油气资产并购交易展望  

Review on Global Oil and Gas M&A in 2023 and Outlook on Global Oil and Gas M&A in 2024

作　　者：徐东[1] 付迪 韩百琨 程显宝 王贺 

机构地区：[1]中国石油天然气股份有限公司规划总院,北京100083 [2]中国石油天然气集团有限公司发展计划部,北京100007 [3]中国石油集团经济技术研究院,北京100724

出　　处：《中国能源》2023年第12期68-76,共9页Energy of China

摘　　要：2023年,国际油气并购市场精彩纷呈,随着埃克森美孚和雪佛龙公司公布两宗超级并购,市场在2023年第四季度达到了高潮。本论文通过盘点2023年并购交易,总结2023年市场出现的油气超级并购再度集中出现,北美油气巨头全方位出手、更偏重油气化石能源,欧洲国际油气巨头平淡收盘、优先选择转型业务等六个显著特征。根据国际政治经济形势判断,提出2024年全球能源并购市场将会出现的超级并购持续、北美成为并购重点区域、充电基础服务资产交易频繁等五个趋势,并针对国有大型油气企业海外业务资本运营,提出五个方面的建议,旨在推动国内大型油气企业海外业务实现资产经营和资本运营的“双轮驱动”。Global oil and gas M&A market was splendid and reached the climax in the last quarter in 2023 with two super M&As by ExxonMobil and Chevron.The paper obtains six significant characteristics in 2023 including super M&As'concentrating again,North American oil and gas giants taking all-round approaches and preferring traditional fossil fuels like oil and gas,and European oil and gas giants performing flat as well as preferring transitional business.It proposes such five trends in 2024 as super M&As will continue to appear,North America will be the important transaction region,and an increase in transactions involving charging infrastructure services according to international political and economic situation and gives five suggestions focusing overseas capital operation of domestic large oil and gas enterprises in order to facilitate them to achieve the development mode with achieving a dual focus on asset management and capital operation.

关 键 词：油气并购 化石能源 转型业务 总结 展望 “双轮驱动” 

分 类 号：F416.22[经济管理—产业经济] F271