中国石化探区油页岩资源丰富，是国家重要的战略储备资源和补充能源。加快油页岩勘探开发对改善中国能源结构和保障国家能源安全具有重要意义。为了实现油页岩规模勘探与效益开发，通过调研梳理国内外成功开展油页岩原位开采现场试验的技术，分析试验区特征、地质和工程适应性、选区选层要求等认为：国外壳牌公司电加热法技术、中国吉林众诚公司的原位压裂化学干馏技术和吉林大学的局部化学反应法原位裂解技术实施了现场先导试验并获得成功，但中国两项技术的成熟度和可行性有待进一步研究论证，且现有的原位开采技术对深部油页岩的适应性均未得到验证。通过开展油页岩原位开采技术特点、地质资源条件、开采工程条件梳理分析，针对约束中国油页岩原位开采的关键因素，结合加热方式确定了4项地质参数、6项工程参数和分级评价界限，并根据约束油页岩原位开采利用的程度确定各参数的权重，建立了油页岩原位开采有利区地质-工程双因素评价模型，优选出15个中国石化探区和邻区油页岩Ⅰ类有利区。对选出的有利区进一步分析其顶底板、断裂、可动水等关键因素的影响，并综合评价优选出4个试验目标区，分别为：鄂尔多斯盆地南缘旬邑区块、博格达山北麓南缘上黄山街含矿区、茂名盆地电白含矿区、抚顺盆地抚顺含矿区。

Oil shale in the Sinopec exploration areas is abundant and serves as an important strategic reserve and supplementary energy source for the country. Accelerating the exploration and development of oil shale is crucial for improving China’s energy structure and ensuring national energy security. To achieve large-scale exploration and cost-effective development of oil shale, the technologies of in-situ exploitation field tests successfully conducted both domestically and internationally were reviewed and summarized. Based on this review, the characteristics of test areas, geological and engineering adaptability, and selection layer requirements were analyzed. It was concluded that field pilot tests of Shell’s electric heating method, Jilin Zhongcheng Company’s in-situ fracturing chemical retorting technology, and Jilin University’s local chemical reaction-based in-situ pyrolysis technology have been successfully carried out. However, the maturity and feasibility of two technologies in China need to be further studied and validated, and the adaptability of existing in-situ exploitation technologies to deep oil shale remains unverified. The technical characteristics, geological resource conditions, and exploitation engineering conditions of in-situ oil shale exploitation were reviewed and analyzed. Based on the key factors restricting in-situ exploitation of oil shale in China and the heating method, four geological parameters, six engineering parameters, and classification evaluation limits were determined. Additionally, the weights of each parameter were assigned according to the degree of constraints on in-situ exploitation and utilization of oil shale. A two-factor evaluation model of geological and engineering for identifying favorable areas for in-situ oil shale exploitation was then established, leading to the selection of 15 Class Ⅰ favorable areas in Sinopec exploration areas and adjacent areas. The effects of key factors, including roof and floor, fractures, and movable water, on the selected favorable areas were further analyzed. Through comprehensive evaluation, four target areas were selected: the Xunyi mining area on the southern margin of the Ordos Basin, the Shanghuangshan Street mining area on the southern edge of the northern piedmont of the Bogda Mountains, the Dianbai mining area in the Maoming Basin, and the Fushun mining area in the Fushun Basin.