中国石化和中国航油"强强联手"，有利于增强我国航空燃料产业国际竞争力。 目前国际较大的航空燃料服务商主要为一体化石油化工公司，如壳牌、BP、埃克森美孚、道达尔等， 其规模大、油品和基础设施保障能力强、声誉好、网络完善，具有明显的比较优势。我国航空燃料生 产、销售、加注等业务分属不同企业，整体竞争能力与国际大型航空燃料服务商相比有待提升。两家企 业重组后，实现优势互补，有助于航空燃料产业进一步做强做优做大，提高竞争力。 1月8日，经国务院批准，中国石化集团公司与中国航油集团公司实施重组。 业内人士分析，中国石化和中国航油"强强联手"有利于提升航煤产业链韧性，保障航空业能源安全。 根据标准普尔预测，2040年中国航油消费将由2024年的3928万吨增长至7500万吨。两家企业重组后，可 发挥炼化一体化、航油供应保障体系等多方面优势，减少中间环节，降低供应成本，为我国航空业能源 安全提供坚强保障。 中国石化和中国航油"强强联手"，还有利于促进可持续航空燃料产业高质量发展。 航空业碳排放是交通领域减排最困难的领域，可持续航空燃料（SAF）是公认的主要减排路线。中国石 化是我国最早拥有SAF生产能力的企业，填补了国产S ...

Core Insights - The Asian aviation industry is intensifying efforts to scale up sustainable aviation fuel (SAF) production, but fragmented policy support, infrastructure gaps, and rising raw material costs may hinder growth in the coming years [2][3] Policy and Regulation - The founder and Chief Sustainability Officer of the Asian Sustainable Fuel Association emphasized the need for customized development roadmaps that consider regional collaboration to position Asia as a major SAF hub [2] - Singapore is viewed as a benchmark in SAF policy, with its passenger fuel surcharge mechanism providing predictable demand signals for SAF producers [2] - Countries like India, Malaysia, Indonesia, and South Korea are expected to introduce mandatory SAF blending quotas starting in 2027, which will create clear demand expectations and attract new project investments [2][3] Supply Chain and Infrastructure - Supply chain traceability and infrastructure gaps are significant barriers to SAF development in Asia, despite the region's abundant agricultural waste and underutilized plantation resources [3] - The lack of a robust logistics system, including pipelines and rail networks, poses challenges for SAF production and distribution, potentially increasing logistics costs as production capacity expands [3] Technology and Production - Hydroprocessed esters and fatty acids (HEFA) technology remains the dominant method for SAF production in Asia, while alcohol-to-jet (ATJ) and e-fuels are rapidly emerging [3][4] - Future SAF development may focus on the integration of biofuels and renewable energy, utilizing biomass or captured CO2 to produce synthetic gas combined with green hydrogen [4] Economic Viability - The price of HEFA-based SAF is significantly higher than traditional aviation fuel, with a price difference of $1,300.90 per ton, while e-SAF costs could exceed $8,000 per ton [4] - There is a consensus among industry experts that Asia must accelerate the improvement of policies, infrastructure, and financing systems to meet SAF market demand [4]