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油气改革全面启动锁定八大重点

2017-05-22 16:27:36   经济参考报

原标题:油气改革全面启动锁定八大重点

酝酿两年多的油气改革终于全面启动。5月21日,《经济参考报》记者获悉,近日中共中央、国务院印发了《关于深化石油天然气体制改革的若干意见》(以下简称《意见》),部署了八个方面的重点改革任务。全产业链万亿市场放开,油气企业混改和专业化重组加速。

“中共中央、国务院联合下发油气改革方案,足见重要性之高,改革涉及全产业链,且与国有企业混改一脉相承,为民营企业深度参与油气勘探开发、管网投资、油气进口创造条件。”华创证券能源电力分析师王秀强在接受《经济参考报》记者采访时表示。据华泰证券分析报告测算,全产业链放开的市场规模将有万亿。

《意见》列出的首要任务是完善并有序放开油气勘查开采体制。事实上,这方面的改革试点已在加速推进。据了解,继2015年10月国内油气上游领域首次通过招标向社会公开出让勘查开采权后,今年第二批共29个区块的招标工作也渐近。“上游引入民资激活市场,民营油服将崛起。”华泰证券分析报告指出。

中游的改革重点则是管网独立。《意见》提出,分步推进国有大型油气企业干线管道独立,实现管输和销售分开,完善油气管网公平接入机制,油气干线管道、省内和省际管网均向第三方市场主体公平开放。“这一改革目的是打破油气管输一家独大的格局,预计将会组建国有控制、多主体的油气管网公司。”王秀强称。华泰证券分析报告也指出,直接推行管网独立阻力较大,管网分离可选用混改模式,民营企业有望分享千亿市场。

此外,《意见》鼓励具备条件的油气企业发展股权多元化和多种形式的混合所有制,推进国有油气企业专业化重组整合。“油气企业混改和专业化重组加速,预计会率先在资源地区推进混改试点,而支持工程技术、工程建设和装备制造等业务进行专业化重组,此举有利于油气公司主辅分离,辅业重组有利于提升相关板块竞争力和市场影响,重组上市预期增强。”王秀强表示。

(责编:孙博洋、夏晓伦)

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