央企大动作！中国石化与中国航油官宣重组

Group 1 - The core viewpoint of the news is that the merger between China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group will enhance the resilience of the aviation fuel supply chain and ensure energy security for the aviation industry in China [1][2] - According to Standard & Poor's, China's aviation fuel consumption is projected to grow from 39.28 million tons in 2024 to 75 million tons by 2040, indicating a significant increase in demand [1] - The merger will leverage the integrated refining and aviation fuel supply assurance systems of both companies, reducing intermediaries and lowering supply costs, thereby providing strong support for energy security in the aviation sector [1] Group 2 - The collaboration between Sinopec and China Aviation Oil is expected to enhance the international competitiveness of China's aviation fuel industry, which currently faces challenges compared to major international players like Shell, BP, and ExxonMobil [1] - The merger will facilitate the development of sustainable aviation fuel (SAF), with Sinopec being one of the earliest companies in China to have SAF production capabilities, and China Aviation Oil playing a crucial role in the promotion and ecological construction of SAF [2] - By combining their strengths in technology research and development, industrialization capabilities, storage, transportation, and international trade, the two companies aim to promote the research, use, and continuous iteration of SAF, contributing to high-quality development of the aviation industry and carbon reduction efforts [2]