台灣中油轉型策略研究

RESEARCH ON TRANSFORMATION STRATEGY OF CPC CORPORATION, TAIWAN

自2016年4月22日巴黎協議生效後，為因應各國禁售燃油車政策，許多汽車製造商致力發展新能源車。台灣政府原擬自2030年新購公務車只能採購純電動汽機車，自2035年起禁售燃油機車，自2040年起禁售燃油汽車。儘管此政策於2019年宣佈暫緩實施，但由於新能源車普及化已是不可逆的趨勢，台灣中油股份有限公司（以下簡稱台灣中油）自成立起即以供應國內各種油品為主要業務，在此潮流下勢必對其造成衝擊，必須及早進行企業轉型以找尋生存契機。本研究目的為：一、釐清新能源車普及化將使台灣中油面臨哪些危機；二、觀摩國外石油大廠採取哪些轉型策略；三、探討適合台灣中油的轉型策略有哪些。本研究認為短期內若禁售燃油車政策由全面純電動化折中為只禁純燃油車，對台灣中油的加油站業務影響將最小，氫能車成為市場主流次之，全面純電動化將對加油站營收影響最大。

Since the Paris Agreement took effect on April 22, 2016, many automakers have been devoting themselves to developing new energy vehicles in response to the ban on the sale of fuel-powered cars in various countries. In Taiwan, the government initially proposed that starting from 2030, newly purchased government vehicles could only be pure electric vehicles, the sale of fuel-powered motorcycles would be banned from 2035, and the sale of fuel-powered cars would be banned from 2040. Although this policy was announced to be suspended in 2019, the popularization of new energy vehicles is an irreversible trend. CPC Corporation, Taiwan (CPC) has been primarily focused on supplying various petroleum products as its main business since its establishment. The trend will have an impact on it, and it is necessary to carry out enterprise transformation to find opportunities for survival as soon as possible. The purpose of this study is as follows: 1. To identify what crises CPC will face due to the popularization of new energy vehicles; 2. To learn from the transformation strategies adopted by major foreign oil companies; 3. To explore suitable transformation strategies for CPC. This study believes that if the policy of banning fuel -powered vehicles is compromised from full-scale pure electric vehicles to only banning pure fuel vehicles in the short term, the impact on CPC's gas station business will be the least, followed by hydrogen-powered vehicles becoming the mainstream of the market, while a complete transition to pure electric vehicles will have the maximum impact on gas station revenue.