【Sea and River Night Talk】With the boom in new energy vehicles, do employees of the big oil companies suffer from career anxiety?
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CNPC has a total of 417,173 employees, 22,600 gas stations, and an average salary of 232,600 yuan per employee； Sinopec has a total of 446,225 employees, 30,700 gas stations, and an average salary of 268,300 yuan per employee ； CNOOC has a total of 18,353 employees, 2,000 gas stations, and an average salary of 417,500 yuan per employee ； “The three major oil companies together have 881,751 employees and 55,300 gas stations. As state-owned enterprises, the three major oil companies are renowned for their job security, stability in employment, and generous benefits, making them a top choice for many graduates. As an important resource and raw material, oil has played a significant role throughout much of history. However, with the progress and development of technology, especially the growth of the new energy vehicle industry, the impact on these three giant companies is undoubtedly enormous. According to statistical data, automobiles account for about 67% of the total oil consumption, and the revenue generated from gasoline sales is also one of the main sources of income for the three major oil companies. Throughout 2021, the total number of cars sold remained at 10.146 million units, of which 2.989 million were new energy vehicles, representing a year-on-year increase of 169.1%. It can be seen that although fuel-powered vehicles still account for 85.16% of sales, the growth rate of new energy vehicles indicates that this trend is now inevitable. Especially with the push for \"carbon emission reduction\" and \"carbon neutrality\", it has become an inevitable trend for new energy vehicles to replace fuel-powered vehicles. The conversion efficiency of conventional internal combustion engine vehicles for gasoline is 38%; taking into account factors such as the transmission efficiency, as well as real-world conditions like frequent starting and stopping, traffic jams, and driving at low speeds, the actual conversion efficiency is only around 14%. In contrast, the energy utilization rate of new energy vehicles can reach over 90%. At the same time, thanks to the development of environmentally friendly energy sources such as wind, hydro, and solar power, new energy vehicles have a significant advantage over gasoline-powered vehicles in terms of environmental protection.
This trend may not be good news for CNPC, Sinopec, and CNOOC. With the gradual spread of new energy vehicles, 55,300 gas stations have gone from being essential to becoming obsolete technologies. This will also represent a major change for many employees of the major oil companies – secure jobs and generous benefits may gradually become things of the past, while competitive pressures will increase. But faced with this situation, the three major oil companies are also seeking ways to break through. In addition to fuel, the petrochemical industry also produces a wide range of chemical materials such as plastic products, rubber products, fertilizers, and aviation fuel. Although losing its fuel business, which accounted for 67% of its operations, is a significant blow, there is still hope that the remaining businesses can be preserved.
While embracing new energy vehicles, the three major oil companies are also actively adopting the next generation of electric energy technology – hydrogen energy. Hydrogen has three times the energy density of gasoline, and seven times that of ordinary lithium batteries ； Hydrogen energy can be reduced back to water, allowing for reuse; there are no waste products left after its use, which is why hydrogen energy is a true clean energy source. Compared to energy-intensive electrolysis, the main source of hydrogen energy is actually a byproduct of petroleum; therefore, the major oil companies are also upstream players in the hydrogen industry, which is why they strive to promote the development of hydrogen energy. While developing electric power, Sinopec plans to establish 1,000 hydrogen refueling stations or stations that combine hydrogen and gasoline services by 2025, in order to gradually promote and develop a comprehensive hydrogen energy industry infrastructure.
Oil consumption for transportation is decreasing, but the overall oil consumption level will not fall; the proportion of chemical products is increasing.
From January to June, the cumulative retail sales of new energy passenger vehicles in the domestic market reached 2.248 million units, a year-on-year increase of 122.5%, showing a \"W-shaped\" trend. In June, domestic retail sales of new energy passenger vehicles reached 532,000 units, a year-on-year increase of 130.8%. The market penetration rate was 27.4%, up 12.8 percentage points from 14.6% in the same period last year.
Everything has become transparent, and with price regulation, the chemical industry operates in the market