“双碳”背景下石化企业转型现状和趋势

Current Situation and Trend on the Transformation of Petrochemical Enterprises under the Background of“Carbon Peaking and Carbon Neutrality”

国家自2021年起出台了一系列政策、规划和文件推动石化行业“双碳”转型,涉及源头控制、生产过程、末端降碳、科技助力、金融支持、标准计量及产业规模等方面,从我国成品油和化学品供需关系看,“减油增化”势在必行。国际能源公司对炼油和化工业务进行优化整合,重点投资和合作天然气、新能源等业务。国际化工公司产业链长,产品差异化和优势化明显,已在生态发电、航空、建筑、新能源汽车、电子电器、氢能等领域的材料和技术解决方案占领市场,国内石化企业现已开展了面向“碳中和”的转型尝试,向规模化和一体化、高端化学品、耦合新能源等方向发展。“双碳”背景下,石化企业面临着巨大的机遇和挑战,应以国家和行业政策为纲领指引,分析自身优劣势,结合当地资源,调整化工产品结构,发展与当地市场衔接的化学品产业链,并注重跨行业合作推动自身转型。

Since 2021,Our country has promulgated a series of policies,plans and documents to promote the“carbon peaking and carbon neutrality”transformation of petrochemical enterprises,involving source control,production process,end carbon reduction,scientific and technological assistance,financial support,standard measurement and industrial scale,etc.It is imperative to“reduce oil and increase chemical”from the supply and demand relationship of refined oil and chemicals in China.International energy companies optimized and integrated oil refining and chemical business,focusing on investment and cooperation in natural gas,new energy and other businesses.International chemical companies had long industrial chains,obvious product differentiations and advantages,and have occupied the market with materials and technical solutions in the fields of ecological power generation,aviation,construction,new energy vehicles,electronic appliances,hydrogen energy,etc.Domestic petrochemical companies have carried out the transformation attempts towards“carbon neutrality”,and developed towards the direction of scale and integration,high-end chemicals,coupling new energy,etc.Under the background of“carbon peaking and carbon neutrality”,petrochemical enterprises are facing huge opportunities and challenges.They should take national and industry policies as the guideline,analyze their own strengths and weaknesses,combine local resources,adjust the structure of chemical product,develop chemical industry chains that connect with local markets,and focus on cross-industry cooperation to promote their own transformation.