石油科技论坛 ›› 2025, Vol. 44 ›› Issue (4): 14-25.DOI: 10.3969/j.issn.1002-302X.2025.04.002

• 发展战略 • 上一篇    下一篇

关于油气产业与新能源产业融合发展的认识与思考

朱兴珊1,沈学思2   

  1. 1. 北京大学能源研究院; 2. 中国石油规划总院
  • 发布日期:2025-09-30
  • 作者简介:朱兴珊,1963年生,1993年毕业于中国矿业大学,博士,教授级高级经济师,曾任中国石油天然气集团有限公司发展计划部副总经济师, 现任北京大学能源研究院特聘研究员, 主要从事能源战略研究工作。

Insights into the Integrated Development of the Oil and Gas Industry and the New Energy Sector

Zhu Xingshan1,Shen Xuesi2   

  1. 1. Institute of Energy, Peking University, Beijing 100871, China; 2. PetroChina Planning and Engineering Institute, Beijing 100083, China
  • Published:2025-09-30

摘要: 在“双碳”目标和新型能源体系建设背景下,油气产业正处于深度转型的关键阶段。以能源转型的多维平衡关系为切入点,剖析油气在中国能源体系中的战略定位,回顾总结国际石油公司转型路径的演进特征及中国石油公司低碳转型的实践进展,提出以融合发展为核心,构建协同新能源的现代油气产业体系,通过技术融合、资源整合与产业重构,实现从传统油气企业向综合能源服务商和新型能源化工产品供应商的转型升级。油气产业与新能源产业的深度融合,不仅是油气行业实现绿色转型的必由之路,更是规划建设清洁低碳、安全高效新型能源体系的战略支点。面向未来,石油公司应强化科技创新、完善治理体系、打造示范工程,推进高质量融合发展,在支撑国家新型能源体系建设与“双碳”目标实现中发挥关键作用,同时完成自身的低碳转型,实现可持续发展。

关键词: 油气产业;新能源;能源转型;融合发展;碳中和;新型能源体系

Abstract: Amid the push for“ dual carbon” goals and the construction of a new energy system, the oil and gas industry is at a critical stage of transition. Focusing on the multidimensional balance required for this transition, this article analyzes the strategic position of oil and gas in China’s energy system. It also reviews the transition pathways of major international oil companies and the low-carbon efforts of Chinese oil companies. The article proposes constructing a modern oil and gas system integrated with new energy, transforming traditional enterprises into integrated energy service providers and suppliers of new energy and chemicals. This transformation can be achieved through technological synergy, resource integration, and industrial restructuring. The deep integration of the oil and gas industry with the new energy sector is not only essential for its green transition but also serves as the strategic foundation for building a clean, low-carbon, safe, and efficient new energy system. Looking forward, oil companies should strengthen technological innovation, refine their management systems, and establish demonstration projects. Oil companies must promote high-quality, integrated development and play a key role in the establishment of China’s new energy system. Ultimately, this will help achieve the “dual carbon” goals while advancing their own low-carbon transition for sustainable development.

Key words: oil and gas industry; new energy; energy transition; integrated development; carbon neutrality; new energy system

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