中海油与中核集团合作，以核能解决深远海供电难题。

China National Offshore Oil Corporation (CNOOC) has collaborated with China National Nuclear Corporation to utilize nuclear energy to solve the problem of power supply in remote sea areas.

预见能源获悉，4月15日，中国海油董事长张传江与中核集团董事长申彦锋在北京签署战略合作协议。双方约定在新能源开发、核电项目合作、科技创新三大领域深度协同。

Energy Forecasting has learned that on April 15th, Zhang Chuanjiang, the chairman of China National Offshore Oil Corporation, and Shen Yanfeng, the chairman of China National Nuclear Corporation, signed a strategic cooperation agreement in Beijing. The two parties agreed to conduct in-depth collaboration in three major areas: new energy development, nuclear power project cooperation, and scientific and technological innovation.

一家油气央企主动与核能央企牵手核电项目，在行业里并不常见。预见能源认为，这背后是中国海油在深远海遇到的真实供电困境，也折射出传统石油公司转型过程中不得不面对的一道技术门槛。

A major oil and gas state-owned enterprise has taken the initiative to collaborate with a nuclear energy state-owned enterprise on a nuclear power project, which is quite uncommon in the industry. Forecast Energy believes that this is due to the actual power supply challenges that China National Offshore Oil Corporation has encountered in the deep sea. It also reflects a technical hurdle that traditional oil companies have to overcome during their transformation process.

好采的油采得差不多了，中海油缺解决方案

The good oil has been mostly extracted, and China National Offshore Oil Corporation is in need of a solution.

中国海油2025年净产量约为7.77亿桶油当量，2026年目标为7.8亿至8亿桶。增量从哪里来？预见能源判断，深水项目是主要贡献者。

China National Offshore Oil Corporation's net production is expected to be approximately 777 million barrels of oil equivalent by 2025, and the target for 2026 is 780 million to 800 million barrels. Where will the increase come from? Based on energy forecasts, deepwater projects are the main contributors.

南海“深海一号”大气田2025年油气总产量突破450万吨油当量，作业水深超1500米，离岸距离约150公里。在这种环境下开采，最大难题不是钻井，而是24小时不间断供电。

The "Deep Sea No.1" gas field in the South China Sea is expected to produce a total of over 4.5 million tons of oil equivalent by 2025. The operational water depth exceeds 1,500 meters and the offshore distance is approximately 150 kilometers. In such an environment, the biggest challenge is not drilling but ensuring uninterrupted power supply 24 hours a day.

渤海油田的解法是从陆地拉电缆，即岸电工程。截至2025年5月底，岸电累计供电量突破50亿千瓦时，渤海已建成覆盖7个油田群的岸电电网。但这个模式离岸越远成本越高，电缆造价随距离急速攀升，故障维修难度也越大。对于水深超千米、离岸超百公里的深远海平台，从陆地拉线这条路越走越窄。

The solution adopted by the Bohai Oilfield is to lay cables from the land, that is, the shore power project. As of the end of May 2025, the cumulative power supply of shore power exceeded 5 billion kilowatt-hours. Bohai has built a shore power grid covering 7 oilfield clusters. However, this model becomes more costly the farther it is from the shore. The cost of the cables rises rapidly with the distance, and the difficulty of fault repair also increases. For deep-sea platforms with water depths exceeding one kilometer and distances from the shore exceeding 100 kilometers, this approach is becoming increasingly limited.

海上风电呢？中国海油正在大力布局，海南CZ7项目总装机1500兆瓦，汕尾红海湾四项目500兆瓦。但风电看天吃饭，风速一变功率就波动，无法提供稳定基荷。加上储能系统，在深远海高盐高湿环境下腐蚀严重，运维成本居高不下。一旦连续无风，储能也撑不住。

What about offshore wind power? China National Offshore Oil Corporation is making significant efforts in this area. The CZ7 project in Hainan has a total installed capacity of 1,500 megawatts, and the Shenzhen Honghai Fourth Project has a capacity of 500 megawatts. However, wind power is dependent on the weather. As wind speed changes, power fluctuates, making it unable to provide a stable base load. Moreover, with the addition of energy storage systems, corrosion is severe in the deep-sea environment with high salt and humidity, resulting in high operation and maintenance costs. Once there is a continuous period without wind, the energy storage system cannot hold up either.

中国海油面临的不是缺项目，而是缺一种稳定、可靠、不依赖外部补给的电源方案。

The challenge faced by China National Offshore Oil Corporation is not a shortage of projects, but rather a lack of a stable, reliable power supply solution that does not rely on external supplies.

核能成为少数可选项，玲龙一号是中核王牌

Nuclear energy has become one of the few viable options. Linglong-1 is a key project of China National Nuclear Corporation.

能同时满足稳定、不间断、低碳、紧凑这四个条件的，核能几乎是唯一选项。

Among all the options, nuclear energy is almost the only one that can simultaneously meet the requirements of stability, continuity, low carbon emissions and compactness.

中核集团手里有一张牌叫玲龙一号，正式型号ACP100。这是中核自主研发的小型模块化反应堆，电功率12.5万千瓦。示范工程2021年7月在海南昌江开工，安装进度已完成90%，正处于核心设备调试阶段，预计2026年并网发电。

China National Nuclear Corporation has a project called Linglong One, which is the official model ACP100. This is a small modular reactor independently developed by China National Nuclear Corporation, with an electrical power of 125,000 kilowatts. The demonstration project was initiated in July 2021 in Changjiang, Hainan Province. The installation progress has reached 90%, and it is currently in the stage of core equipment debugging. It is expected to be connected to the power grid for power generation in 2026.

玲龙一号的安全系统采用全被动冷却设计，事故工况下无需外部电源即可实现较长时间安全冷却。换料周期24个月，平台可长期自主运行，不必频繁依赖远海物流补给。模块化设计还缩短了建造周期，首堆用了58个月，但未来批量化建设工期可控制在36个月内。

The safety system of Linglong-1 adopts a fully passive cooling design. In case of an accident, it can achieve long-term safe cooling without the need for external power supply. The refueling cycle is 24 months, and the platform can operate independently for a long time without frequent reliance on long-distance maritime logistics supplies. The modular design also shortens the construction period. The first reactor took 58 months to complete, but the construction period for future batch projects can be controlled within 36 months.

当然，玲龙一号目前仍是陆上示范，适配海上浮式平台需要额外的工程验证。但这恰恰是此次合作的意义所在：中核需要海洋场景验证小堆的海上适配性，中国海油需要稳定电源解决深远海供电难题。

Of course, Linglong-1 is currently still a land-based demonstration project. Additional engineering verification is required to adapt it for use on offshore floating platforms. However, this precisely highlights the significance of this collaboration: China National Nuclear Corporation needs to conduct verification in marine environments to determine the suitability of the small reactor for use at sea, while China National Offshore Oil Corporation needs a stable power source to solve the problem of power supply in the deep sea.

预见能源认为，这不是一次简单的签约，而是一次互为刚需的技术耦合。

Foresee Energy believes that this is not merely a simple contract signing, but rather a mutual and indispensable technological integration.

这盘棋不只在海上，背后是标准和话语权

This chess game is not just about the sea; behind it lies standards and the power of discourse.

碳排放正在改变国际原油市场的竞争规则。一桶原油开采过程中的碳强度，未来可能直接影响它的定价能力。国际买家对供应链碳足迹的要求越来越严，高碳排放的原油在国际市场上竞争力会被削弱。

Carbon emissions are altering the competitive rules of the international crude oil market. The carbon intensity of a barrel of crude oil during its extraction process may in the future directly affect its pricing power. International buyers are becoming increasingly strict with the carbon footprint of supply chains, and high-carbon-emission crude oil will lose its competitiveness in the international market.

中国海油引入核能，本质上是在给自己的原油产品做低碳认证。预见能源认为，这不只是在解决工程问题，也是在提前适应未来国际竞争的规则变化。

China National Offshore Oil Corporation's introduction of nuclear energy essentially means that it is providing a low-carbon certification for its crude oil products. Forecast Energy believes that this is not only addressing engineering issues, but also preparing to adapt to the changes in international competition rules in the future.

对中核集团而言，这次合作的意义可能更大。全球小型模块化反应堆的竞争正在升温。

For China National Nuclear Corporation, this cooperation may be of even greater significance. The competition for small modular reactors worldwide is heating up.

韩国三星重工研发的浮式海洋核动力平台已获得美国船级社原则性批准，搭载两台SMART100小型堆。全球处于开发阶段的SMR项目已达数十个，谁能率先完成海上商业运营，谁就有机会建立行业标准。

The floating marine nuclear power platform developed by Samsung Heavy Industries of South Korea has received a principle approval from the American Bureau of Shipping. It is equipped with two SMART100 small reactors. There are currently dozens of SMR projects in the development stage worldwide. Whoever can complete the commercial operation at sea first will have the opportunity to establish industry standards.

玲龙一号虽然目前是陆上示范，但中核的目标是海外市场。目前已有近10个国家签署小堆合作意向性协议，泰国已派学员付费参训。海上场景验证成功，将成为中国小堆技术最有说服力的海外名片。

Although Linglong-1 is currently a land-based demonstration project, the goal of China National Nuclear Corporation is to enter the overseas market. Currently, nearly 10 countries have signed cooperation intention agreements for small reactors, and Thailand has sent trainees to participate in the training at its own expense. The successful verification of the offshore scenario will become the most persuasive overseas brand of China's small reactor technology.

更深一层看，深远海能源供给是整个行业尚未系统解决的难题。近海风电相对成熟，但离岸100公里以外的深远海如何供电、如何实现多能协同，全球都没有成熟方案。中核与中国海油的组合，尝试用核能基荷加风电增量再加多余风电制氢的模式，在深远海构建一个自给自足的能源体系。如果成功，输出的将是一套完整解决方案和行业标准。

On a deeper level, the issue of energy supply in the deep sea is a problem that the entire industry has yet to systematically solve. Offshore wind power is relatively mature, but there is no mature solution worldwide for how to supply power and achieve multi-energy synergy over a distance of 100 kilometers from the shore to the deep sea. The combination of China National Nuclear Corporation and China National Offshore Oil Corporation attempts to use a model of nuclear base load power generation, incremental wind power generation, and hydrogen production from excess wind power to build a self-sufficient energy system in the deep sea. If successful, the outcome will be a complete solution and industry standards.

这次签约，外界看到的是两家央企握手。握手背后，是一家石油公司为了在更深的水里继续采油，不得不寻找比岸电更稳定、比风电更可靠、比柴油更低碳的电源方案。核能恰好跨过了这几道门槛。对中核，这是一次将陆上小堆推向海洋的商业化验证。对中国海油，这是一笔不算便宜但不得不算的账：想往深海走，得先把电的问题解决掉。

In this signing, what the outside world saw was the handshake between two state-owned enterprises. Behind this handshake lies the fact that an oil company, in order to continue extracting oil in deeper waters, has to seek a power supply solution that is more stable than shore power, more reliable than wind power, and more carbon-friendly than diesel. Nuclear energy precisely meets these requirements. For China National Nuclear Corporation, this is a commercial verification of pushing small-scale onshore reactors to the ocean. For China National Offshore Oil Corporation, this is an expense that cannot be avoided but is nonetheless significant: To venture into the deep sea, the electricity issue must be resolved first.