复苏形势下世界领先石油公司战略选择
|
摘要
2018年,随着国际油价回升和降本增效措施见效明显,油气产量稳步增长,世界领先石油公司营业收入和净利润大幅回升,取得2014年低油价以来的首个业绩增长。世界领先石油公司战略以"五个坚持、一个转变"为特点,确保长期保持行业竞争优势:坚持油气业务的核心地位,重新加大上游投资;坚持资产持续优化,向低成本高盈利项目集中;坚持发展天然气业务,加快提高LNG规模;坚持做精做优炼化业务,以原料优势区和需求高增长区为目标,向北美、中东、亚太三大地区集中;坚持优化销售业务布局,扩大新兴市场份额;同时加快向综合性能源公司转型。建议国内石油公司应高度重视油气勘探,多举措提高储量接替;坚持全产业链的对外开放与合作;注重从战略高度提升炼化业务盈利能力;以扩大终端网络和产品种类为重点,做"大"销售业务;结合公司业务优势,创新商业模式,加快推进绿色发展和新能源业务。
Oil and gas production grew with the rise of international oil prices in 2018, while remarkable achievements were made in cost-effectiveness. Business revenues and net profits of world-leading oil companies climbed significantly, bringing about business growth for the first time since low oil prices starting from 2014. The strategies of the world oil leaders are characterized as "five devotions and one transformation"--highlighting the key position of oil and gas business and increasing upstream investment again to secure their long-term advantages in industrial competition, pursing continual optimization of assets to focus on the cost-effective and high-profit projects, committing themselves to natural gas business in the efforts to accelerate expansion of LNG scale, making oil refining business superior and targeting at the regions with advantages in resources and rapid demand growth, such as the three main regions of North America, the Middle East and Asia-Pacific,optimizing distribution of marketing business to enlarge the emerging market shares as well as accelerating transformation into integrated energy companies at the same time. It is proposed that the Chinese oil companies should attach importance to oil and gas exploration, adopt a series of measures to improve replacement of reserves, open the whole industrial chain to the outside world for cooperation, improve the profit making capacity of oil refining business from a strategic viewpoint, expand marketing business on the basis of focusing on the network of terminals and the variety of products, and innovate commercial patterns by means of their advantages to accelerate green development and new energy business.
Oil and gas production grew with the rise of international oil prices in 2018, while remarkable achievements were made in cost-effectiveness. Business revenues and net profits of world-leading oil companies climbed significantly, bringing about business growth for the first time since low oil prices starting from 2014. The strategies of the world oil leaders are characterized as "five devotions and one transformation"--highlighting the key position of oil and gas business and increasing upstream investment again to secure their long-term advantages in industrial competition, pursing continual optimization of assets to focus on the cost-effective and high-profit projects, committing themselves to natural gas business in the efforts to accelerate expansion of LNG scale, making oil refining business superior and targeting at the regions with advantages in resources and rapid demand growth, such as the three main regions of North America, the Middle East and Asia-Pacific,optimizing distribution of marketing business to enlarge the emerging market shares as well as accelerating transformation into integrated energy companies at the same time. It is proposed that the Chinese oil companies should attach importance to oil and gas exploration, adopt a series of measures to improve replacement of reserves, open the whole industrial chain to the outside world for cooperation, improve the profit making capacity of oil refining business from a strategic viewpoint, expand marketing business on the basis of focusing on the network of terminals and the variety of products, and innovate commercial patterns by means of their advantages to accelerate green development and new energy business.
引文
[1]ExxonMobil.Quarterly reports[EB/OL].https://corporate.exxonmobil.com/en/company/investors.
[2]BP.Quarterly reports[EB/OL].https://www.bp.com/en/global/corporate/investors.
[3]SHELL.Quarterly reports[EB/OL].https://www.shell.com/investors.html.
[4]Chevron.Quarterly reports[EB/OL].https://www.chevron.com/investors.
[5]Total.Quarterly reports[EB/OL].https://www.total.com/en/investors.
[6]Equinor.Quarterly reports[EB/OL].https://www.equinor.com/en/investors.html.
[7]ENI.Quarterly reports[EB/OL].https://www.eni.com/en_IT/investors.page.
[2]BP.Quarterly reports[EB/OL].https://www.bp.com/en/global/corporate/investors.
[3]SHELL.Quarterly reports[EB/OL].https://www.shell.com/investors.html.
[4]Chevron.Quarterly reports[EB/OL].https://www.chevron.com/investors.
[5]Total.Quarterly reports[EB/OL].https://www.total.com/en/investors.
[6]Equinor.Quarterly reports[EB/OL].https://www.equinor.com/en/investors.html.
[7]ENI.Quarterly reports[EB/OL].https://www.eni.com/en_IT/investors.page.
© 2004-2018 中国地质图书馆版权所有 京ICP备05064691号 京公网安备11010802017129号 地址：北京市海淀区学院路29号 邮编：100083 电话：办公室：(+86 10)66554848；文献借阅、咨询服务、科技查新：66554700 |