2026年开年之际,央企重组又有新动作——国务院国资委8日发布消息,经报国务院批准,中国石油化工集 团有限公司与中国航空油料集团有限公司实施重组。 中国石化是全球第一大炼油公司和我国第一大航油生产商,构筑了航空燃料供应的坚实基础。中国航油 作为亚洲最大的集航空油品采购、运输、储存、检测、销售、加注于一体的航空运输服务保障企业,为 国内数百个运输机场、通用机场提供油料保障,并为全球航空客户提供服务,渠道优势明显。 两家企业的合作有着怎样的战略考量?将如何影响产业格局?从中能看到央企重组整合哪些新动向? 中国石油大学(华东)教授田原宇指出,中国石化、中国航油通过重组整合、优势互补,可以打通从原油炼 化到飞机加注的全产业链环节,理论上可以发挥炼化一体化、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,有助于增强我国航空燃料产业的国际竞争力。 在"双碳"目标引领下,民航运输业脱碳持续推进,而应用可持续航空燃料(SAF)成为当前行业应对全球气候 变暖、进行碳减排的一项重要措施。据了解,中国石化是我国最早拥有SAF生产能力的企业,中国航油也 在SAF推广应用和生态构建等方面早 ...

Group 1 - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group has been approved by the State-owned Assets Supervision and Administration Commission (SASAC), marking a significant move in the central enterprise restructuring landscape [1][5] - Sinopec is the world's largest refining company and the largest aviation fuel producer in China, while China Aviation Oil is the largest integrated aviation fuel supply chain service provider in Asia, serving hundreds of airports [1][3] - The merger aims to create a seamless supply chain from crude oil refining to aircraft refueling, enhancing energy security for China's aviation industry and improving international competitiveness [3][5] Group 2 - The restructuring aligns with China's "dual carbon" goals, promoting the use of Sustainable Aviation Fuel (SAF) as a key measure for carbon reduction in the aviation sector [3][6] - Sinopec has been a pioneer in SAF production, and the collaboration is expected to break commercial barriers for SAF, facilitating its large-scale application at domestic airports [3][6] - The restructuring reflects a broader trend of central enterprises optimizing their structure and enhancing core competitiveness, with multiple strategic mergers occurring across various sectors [5][6]

Group 1 - The core viewpoint of the articles highlights the significant increase in aviation fuel supply at Shanghai Pudong International Airport during the summer travel peak, with a record daily supply of 14,450 tons achieved on July 3, approaching the historical maximum of 14,470 tons [1][2] - Aviation fuel consumption is a critical indicator of airport operational scale and capacity, particularly for large international hubs, where fuel supply is influenced by flight frequency, passenger traffic, and the density of international long-haul routes [2] - Pudong Airport is projected to be the largest airport in China by passenger throughput in 2024, with a continuous influx of passengers and new flight routes contributing to the rising fuel supply levels [2][4] Group 2 - The increase in fuel supply is driven by high passenger traffic, the opening of new international routes, and a robust cargo flight operation, with daily fueling operations consistently reaching or exceeding 800 flights [4] - The Pudong Aviation Fuel Company is optimizing scheduling and enhancing efficiency to ensure fuel supply during peak times, while also implementing measures to protect employees from heat stress [4]