国际石油公司近期收购战略动因及启示

Motivation and Inspiration of Recent Merger and Acquisition Strategies of International Oil Companies

国际石油公司埃克森美孚与雪佛龙先后宣布收购两家独立石油公司,以高于行业预期的溢价抢占页岩与海上油气资产,引发市场关注。国际石油公司在上游优质资产整合进程中的果断出手,既受油价走强背景下公司业绩增长的支撑,也符合国际石油公司打造上游优势资产组合的发展战略,体现出公司重点发展传统油气业务的决心和对前景的看好。在这个窗口期,中国公司要积极关注上游优质资产的收并购机遇,着眼布局全球化资源,重点打造海外油气优势核心项目,在此过程中,可以加强中国公司间的合作,合力突破海外上游发展。

International oil companies,ExxonMobil and Chevron,have announced the acquisition of two independent oil companies to seize shale and offshore oil and gas assets at a higher premium than industry expectations,sparking market concern.The decisiveness of international oil companies in the upstream high-quality asset integration process is not only supported by the company's performance growth under the background of strong oil prices,but also in line with the development strategy of international oil companies to build upstream advantageous asset portfolios,reflecting the company's determination to focus on the development of traditional oil and gas business and its optimistic outlook.In this window period,Chinese companies should actively pay attention to the acquisition opportunities of upstream high-quality assets,focus on the layout of global resources to build core projects with overseas oil and gas advantages.In this process,cooperation between Chinese companies can be strengthened to jointly break through overseas upstream development.