摘要
随着光伏发电成本降低至平价上网阶段,全球光伏发电产业即将进入新一轮的稳定增长期,光伏发电将逐步成为重要的能源供应方式。中国大型石油企业在光伏领域布局相对滞后,表现为关注度不够、关键技术和管理积累少、内生动力不足的劣势,但也具有内部用电市场大、空间资源禀赋好、产业协同性较强等优势。建议中国石油企业从调整内部管理架构、择机并购或参股、组建专业研究院、通过光伏制氢发展氢能产业等方面,快速布局光伏发电领域,保证在未来的能源供应格局中继续占有一席之地。
With the cost of photovoltaic (PV) power generation reaches grid parity,the global PV market will enter a new round of stable growth period and PV power generation will gradually become an important way of energy supply.The layout of China’s oil majors in the field of PV is relatively laggard,which reflects insufficient attention,less accumulation of key technologies and management,and lack of endogenous power as disadvantages and also has advantages of a large internal electricity market,good resources endowment,and strong industrial synergy.It is suggested that Chinese petroleum enterprises should make a layout in the field of PV power generation by adjusting their internal management structure,selecting opportunities for acquisition or equity participation,establishing professional research institutes,and developing the hydrogen energy industry through PV hydrogen production,distributing photovoltaic power generation field rapidly,so as to continue to win a place in the energy supply pattern in the future.
作者
栾和新
LUAN Hexin(Sinopec General Management Department)
出处
《国际石油经济》
2020年第5期15-19,共5页
International Petroleum Economics
关键词
光伏发电
装机容量
成本
技术
石油企业
photovoltaic power generation
installed capacity
cost
technology
oil companies
