新型电力系统构建背景下油气企业气电业务战略布局思考OACHSSCD

This paper selects representative gas-fired power projects with equity participation by oil and gas enterprises in Guangdong Province as research subjects,quantitatively analyzes the fluctuation patterns of project operating performance from such aspects as gas offtake scale,comprehensive investment returns,and the impact of local two-part electricity tariff policies,and discusses the internal driving forces and transition development strategies for oil and gas enterprises'layout of gas-fired power projects.The introduction of capacity tariff mechanisms at the national level in 2026 has further clarified the business model and value compensation pathways for gas-fired power.The operating performance of gas-fired power projects is highly sensitive to electricity tariff policy adjustments,with the refinement of capacity tariff mechanisms serving as a critical institutional variable for stabilizing project return expectations.The core value for oil and gas enterprises in venturing into gas-fired power business lies not merely in equity investment returns,but more significantly in securing stable gas offtake outlets and capturing the integrated"gas-plus-power"portfolio returns.It systematically examines the strategic opportunities presented by the new power system construction for the gas-fired power business of oil and gas enterprises,and deconstructs the development bottlenecks from such three dimensions as fuel cost pressures,institutional barriers across industries,and enterprise transformation capabilities as well as proposes such strategic pathways for gas-fired power business layout to meet the requirements for new power system as constructing comprehensive energy service ecosystems centered on gas-fired power as a pivotal hub,pursuing differentiated layout based on comparative advantages,building robust business models anchored on capacity tariffs,and cultivating core competencies in power trading and multi-energy complementarity integration.