Practice and Challenges of the Integration of Oil and Gas Field Exploration and Development with New Energy in China

在“碳达峰、碳中和”战略目标指引下，传统油气企业向综合能源服务商转型已成为行业发展的必然趋势。本研究系统分析了我国油气田企业可再生资源开发的现状、优势及挑战，提出相应发展对策。研究发现：首先，国家政策体系持续完善，三大石油公司积极响应，确立了清晰的减排目标和转型路径，推动油气与新能源融合发展进入快车道；其次，油气田企业凭借资源禀赋优势(可再生资源丰富、消纳能力强)、基础设施优势(管网体系完善)和管理技术优势(资金实力雄厚、管理体系成熟)，为新能源业务发展奠定了坚实基础；实践表明，光伏、风电、地热、氢能等新能源项目已实现规模化发展，多能互补的综合能源供应体系正在形成。然而，当前仍面临核心技术储备不足、专业人才短缺、管理机制待完善、市场竞争压力大等发展瓶颈。为此，建议从突破关键核心技术、完善体制机制、深化战略合作、创新人才培养体系四个维度系统推进，为油气田企业低碳转型提供有力支撑。Guided by the strategic goals of “carbon peaking and carbon neutrality”, the transformation of traditional oil and gas enterprises into integrated energy service providers has become an inevitable trend in the industry’s development. This study systematically analyzes the current status, advantages, and challenges of renewable energy development by China’s oil and gas field enterprises, and proposes corresponding development strategies. The research reveals that: First, the national policy framework is continuously improving, and the three major oil companies have actively responded by setting clear emission reduction targets and transformation roadmaps, propelling the integration of oil, gas, and new energy into a fast development track. Secondly, oil and gas field enterprises possess strong resource endowments (abundant renewable resources and strong consumption capacity), infrastructure advantages (well-developed pipeline networks), and managerial and technical strengths (robust financial capacity and mature management systems), laying a solid foundation for the development of new energy businesses. Thirdly, practical experience shows that renewable energy projects such as solar, wind, geothermal, and hydrogen have achieved large-scale development, and a multi-energy complementary integrated energy supply system is taking shape. However, the industry still faces development bottlenecks, including insufficient reserves of core technologies, a shortage of specialized talent, underdeveloped management mechanisms, and intense market competition. Therefore, it is recommended to systematically promote the low-carbon transformation of oil and gas field enterprises from four dimensions: breakthroughs in key core technologies, improvement of institutional mechanisms, deepening of strategic cooperation, and innovation in talent development systems.