在天然气产业大发展的黄金时期,氢能作为推动传统化石能源清洁利用和促进可再生能源规模发展的理想能源载体,迎来产业快速发展是大势所趋,必将给天然气生产企业带来影响。以中国天然气主要产区和消费区之一的川渝地区为例,基于SWOT模型分析了氢能产业发展对天然气生产企业的影响。1)优势分析:区域资源禀赋良好,具有大规模制氢先天优势;短期不压缩天然气生产,制氢环节存在机遇;掺氢天然气管道带来重大利好。2)劣势分析:氢能产业处于起步阶段,亟待提速;储运产业较为薄弱,技术瓶颈有待攻克。3)机会分析:氢能产业支持政策频频出台;交通领域是下游利用发展重点。4)威胁分析:氢气终端市场对天然气生产企业影响较大;加氢站建设管理相对薄弱,建设成本高。由上述分析得出,川渝地区氢能产业发展对天然气生产企业带来的影响总体上机遇大于挑战,提出了天然气生产企业积极参与和推进氢能产业发展对策:参与战略规划与顶层设计,完善产业链布局;与相关企业协同合作,储备天然气制氢技术;利用天然气管网掺氢优势,促进氢能中游运输市场发展;稳步探索加气加氢合建站及加氢站,保持产运储销一体化优势。

 In the golden age of the major development of natural gas industry, hydrogen energy is an ideal energy carrier to promote the clean utilization of traditional fossil energy and the large scale development of renewable energy. It will usher in the rapid development of the industry as a general trend, and will definitely have an impact on natural gas production enterprises. Taking the example of Sichuan-Chongqing area, one of China's main natural gas producing and consumption regions, this paper analyses the influence of hydrogen energy industry development on natural gas production enterprises based on the SWOT model:1)Strength analysis: Sichuan-Chongqing area has the inherent advantages of large-scale hydrogen production with good resource endowment; natural gas production will not be adversely affected in the short term and hydrogen production process would bring in opportunities; spiking hydrogen into natural gas pipeline network brings great benefits.2)Weakness analysis: the hydrogen energy industry is in its infancy stage and urgently needs to be accelerated; the storage and transportation industry is relatively weak with technical bottlenecks remain to be overcome.3)Opportunity analysis: supporting policies for hydrogen energy industry have been introduced regularly; transportation sector is the focus of downstream utilization development.4)Threat analysis: the hydrogen terminal market has a greater influence on the natural gas production enterprises; the construction and management of hydrogen refuelling station is relatively weak and the capital cost is high. The results show that the development of the hydrogen energy industry in Sichuan-Chongqing area brings more opportunities than challenges to natural gas production enterprises in general. Therefore, natural gas production enterprises are encouraged to pro-actively participate in and promote the development of hydrogen energy industry: participate in strategic planning and conceptual development design, and improve the structure of the value chain of the industry; cooperate with related enterprises to develop more expertise and technologies on hydrogen production from natural gas; take advantage of spiking hydrogen into natural gas pipeline network to promote the development of hydrogen energy midstream transportation market; steadily explore the construction of combined natural gas and hydrogen refuelling stations and hydrogen refuelling stations to maintain the advantages of integrated production, transportation, storage and marketing facilities.