Traditional energy re -becomes "darling" enterprise accelerated the power of transformation

Recently, Buffett's warehouse replaced stocks, and a large increase in traditional energy companies in Western Petroleum (Oxy.n). The previous reduction of BYD has aroused various market attention. focus on.

Affected by factors such as geographical politics and climate abnormalities, traditional energy has been in short supply this year. Judging from the half -year report of the listed company in 2022, due to the high level of oil and coal prices, many traditional energy companies such as oil and coal have reached a record high, and they have also renewed the favor of capital market funds.

Many market participants lamented that the good days of traditional energy companies returned.

In the past few years, when the global rapid development of new energy, traditional energy development has shrunk, which has exacerbated the tension of energy products to a certain extent, not only soaring prices, but also the sound of the energy crisis.

With the shortage of energy products and imbalances in supply and demand, the investment cycle of traditional energy has returned. From the data point of view, the total capital expenditure of "three barrels of oil" reached 198.53 billion yuan in the first half of the year, an increase of 18.4 % over the same period last year. In addition, under the global market pattern of "grabbing coal", my country has been increasing coal supply this year. According to data from the Bureau of Statistics, from January-August, the production of raw coal was 2.93 billion tons, an increase of 11.0%year-on-year.

At present, whether it is oil or coal, it is difficult to recover in the short term, and energy conservation is the top priority to ensure the stable development of the economy. However, the popularity of capital, represented by oil and coal, does not mean that the logic of the development of new energy such as photovoltaic and wind power changes. New energy is difficult to replace traditional energy in the short term, and the two parties will continue to coexist and jointly play a role in energy supply.

On September 17, Zhang Jianhua, director of the National Energy Administration, pointed out at the 2022 Global Energy Transformation High -level Forum: "We will unswervingly build a green and low -carbon energy ecological supply system. In the past two years, energy supply in the world has been tight, warnings, warnings, warnings, warnings, warnings We must promote energy transformation under the premise of security. "

Indeed, the premise of energy transformation is to ensure energy safety and give full play to the guarantee of traditional energy pockets.

Based on the big background of domestic stable economy and green development, traditional energy companies should use their own advantages to develop efficient development. In addition to increasing energy supply supply, we should also continue to innovate technology to increase the clean use of traditional energy.

What cannot be ignored is that the characteristics of my country's energy resource endowment "based on coal -based" and "poverty -stricken oil" determine the future development focus is on the cleaning and transformation of traditional energy, especially to promote efficient development and cleaning of coal. It is also important to break through the technical bottlenecks such as high energy consumption and high emissions in the use of fossil energy, and realize that the transformation and development of traditional energy green and low -carbon are essential in the process of alternating new and old energy sources.

The wheels of history are rolling forward, and it is still an irreversible trend in the field of photovoltaic and wind power new energy.

In fact, for traditional enterprises in the energy cycle, they have also soberly recognized this. Taking PetroChina as an example, on the one hand, it is increasing the investment in oil and gas, and on the other hand, it also deploys new energy in a big hand.

Overall, new and old energy will not happen overnight, and traditional energy has become the "darling" of the market in such a special period. For traditional energy companies, it is precisely the critical period of scientific and technological innovation. It should seize the accelerated transformation of the high prosperity cycle, achieve efficient development, and prepare for the advent of the new energy era. (Li Chunlian)

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