“双碳”目标下综合供能服务站发展策略研究

Research on the Development Strategy of Integrated Energy Supply Service Stations under Carbon Peaking and Carbon Neutrality Goals

随着“双碳”目标的提出,石油行业未来的发展必然将受到限制和替代。目前,机动车用能仍然以油为主,但随着新能源车的销售占比不断攀升,未来势必将逐步转化为电和氢为主,这种替代效应在城区等发达区域更加明显。得益于中国汽车保有量未来仍有较大增长空间,用油需求短期内不会出现下降情况且在偏远地区有结构性发展机会;充电桩则恰逢政策支持、需求旺盛的良机,迎来了历史以来最好的投资机会;而加氢业务目前虽缺乏经济性,但从远期发展考虑,该项业务在政策补贴的前提下仍有探索性发展机会。

With the proposal of carbon peaking and carbon neutrality goals,the future development of the oil industry will be inevitably limited and replaced.At present,the energy consumption of motor vehicles is still dominated by oil.However,as the proportion of sales of new energy vehicles continues to rise,it is bound to be gradually converted to be dominated by electricity and hydrogen in the future.This substitution effect is more pronounced in developed areas such as urban areas.Thanks to the fact that China's car ownership still has a large room for growth in the future,the demand for oil will not decline in the short term and there will be structural development opportunities in remote areas.The charging pile coincides with a good opportunity of policy support and strong demand,and ushers in the best investment opportunity in history.Although the hydrogenation business currently lacks economy,this business still has exploratory development opportunities under the premise of policy subsidies from the perspective of long-term development.