新能源汽车发展提速促油气企业转型升级OA
Accelerated Development of New Energy Vehicles Promotes Transformation and Upgrading of Oil and Gas Enterprises
梳理中国新能源汽车和补能基础设施现状,展望新能源汽车及补能基础设施发展趋势,分析其对油气企业终端业务模式的冲击与挑战,提出油气企业转型路径与发展策略.中国新能源汽车产业发展提速,产销量增势迅猛;充换电站、加氢站等补能基础设施建设加快.政策支持与市场培育双擎驱动,补能基础设施规模趋于合理匹配.电和氢动力能源大规模清洁替代、汽柴油需求即将达峰并逐步下降对油气企业传统业务模式造成冲击.油气企业应充分把握当前新能源发展机遇:加速业态转变,全方位布局"气-电-氢"综合能源产业链;加速终端转型,一体化打造"油气电氢服"综合能源服务站;加速服务升级,丰富多能耦合智慧用能新场景.
This paper sorts out the current status of Chi-na's new energy vehicles(NEVs)and energy supple-mentary infrastructure,looks ahead to the development trends of NEVs and energy supplementary infrastruc-ture,analyzes the impacts and challenges they pose to the terminal business models of oil and gas enterprises,and proposes transformation paths and development strategies for oil and gas enterprises.China's NEV in-dustry has accelerated its development,with produc-tion and sales volumes showing a strong growth momen-tum;the construction of energy supplementary infra-structure such as charging and swapping stations as well as hydrogen refueling stations has been expedit-ed.Driven by both policy support and market cultiva-tion,the scale of energy supplementary infrastructure tends to be reasonably matched.The large-scale clean substitution of electric and hydrogen energy,as well as the imminent peak and gradual decline in gasoline and diesel demand,have impacted the traditional business models of oil and gas enterprises.Oil and gas enterprises should fully seize the current opportu-nities in new energy development:accelerate the transformation of business formats while deploy the"gas-electricity-hydrogen"integrated energy industry chain in an all-round way;expedite terminal transfor-mation and build an integrated"oil-gas-electricity-hy-drogen-service"comprehensive energy service station;accelerate service upgrading while enrich new scenari-os of multi-energy coupling and smart energy consump-tion.
孙丹阳
重庆燃气集团股份有限公司,重庆 400020
交通工程
新能源汽车补能基础设施油气企业综合能源服务商能源转型路径
new energy vehicleenergy supplementary infrastructureoil and gas enterprisescomprehensive energy service providerenergy transformation path
《煤气与热力》 2026 (2)
50-53,4
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