摘要
2022年,国际大石油公司经营业绩创十年来最好水平,各项盈利指标大幅增长。与此同时,世界经济运行风险和不确定性显著上升、地缘政治矛盾和冲突不断演化升级,油气行业进入新的动荡变革期,安全和稳健发展成为中短期内国际大石油公司经营决策的首要目标。国际大石油公司发展战略和经营策略呈现三个特点:一是注重提升自身“安全性”,谋求稳健发展;二是严守资本纪律,坚持审慎投资;三是积极寻求传统油气业务与低碳业务均衡发展。建议国内石油公司坚持审慎的投资原则,坚持长效降本;注重开发适合未来的“超级盆地”,探索上游业务低碳化发展道路;深入研究和探索炼厂转型新路径;在保障能源安全前提下,选择符合自身优势的能源转型节奏。
In 2022,the operating performance of major international oil companies reached the best level in a decade,which resulted in significant growth in various profitability indicators.At the same time,the world’s economic risks and uncertainties have risen significantly,geopolitical conflicts and contradictions have evolved&escalated,and the oil and gas industry has entered a new period of turbulence and change,making safe and steady development the primary goal of international oil companies’business decisions in the short and medium term.The development strategies and operating strategies of international oil companies show such three characteristics as focusing on improvement of their“safety”and seeking steady development,strictly adhering to capital discipline and sticking to prudent investment,and actively pursuing balanced development of traditional oil and gas business and low-carbon business.It is recommended that domestic oil companies adhere to prudent investment principles and insist on long-term cost reduction,pay attention to developing“super basins”suitable for the future and explore the path of low-carbon development in upstream business,conduct in-depth research and explore new refinery transformation paths for oil companies,and choose the pace of energy transformation in accordance with their own advantages under the premise of ensuring energy security.
作者
夏初阳
李苏晓
余岭
黄映嘉
王甜
柴纳
XIA ChuYang;LI Suxiao;YU Ling;HUANG Yingjia;WANG Tian;CHAI Na(CNPC Economics and Technology Research Institute;China Huayou(Group)Corporation)
出处
《国际石油经济》
2023年第6期14-20,共7页
International Petroleum Economics
关键词
国际大石油公司
经营业绩
稳健发展
资本纪律
低碳
major international oil companies
operating performance
steady growth
capital discipline
low-carbon
