国内大型能源企业发展现代煤化工产业的机遇分析

Opportunity study for domestic big energy enterprises developing modern coal chemical industry

从发展现代煤化工产业是大型能源企业的内生性需求角度,提出现代煤化工产业有望成为能源企业新的经济增长点,发展现代煤化工符合国家能源战略、有利于企业减轻环保压力、提升能源转化效率、降低二氧化碳减排成本;同时提出布局现代煤化工产业必须审慎面对如下问题,如化工生产经验、国家产业政策、项目投资风险、产能面临过剩等,并提出了相应建议,认为有条件的国内大型能源企业应当抓住这一难得的发展机遇,但在具体操作中必须认真研究、审慎布局,加强煤化工人才的储备与培养、加强对温室气体减排的研究、认清投资风险量力而行、项目决策要建立在产品论证和市场细分的基础上。

Departing from the perspective that it is the inherent need of large energy enterprises to develop modem coal chemical industry, it is asserted that modem coal chemical industry could become a new economic growth point for energy enterprises. The development of modem coal chemical industry is in compliance with the national energy strategy and conducive to the alleviation of environmental pressures on enterprises, to the improvement of energy conversion effectiveness and to the decrease of CO2 emission reduction cost. Meanwhile, the following issues must be seriously addressed when entering into the modem coal chemical industry, that is, chemical production experience, national industrial policies, project investment risks, excess production capacity, etc., and corresponding suggestions are also proposed. For instance, capable domestic large energy enterprises should seize this unique opportunity of development but must study seriously and plan prudently during the process of implementation. It is recommended to strengthen the building and training of coal chemical talent pool, to increase the study of green house gas emission reduction, to identify clearly the investment risks and act accordingly on the basis of capability. And last but not least, the project decision-making must be based upon the evaluation of product slate and market segmentation.