国家政策宽严相济 地方炼厂洗牌在即——2013年地方炼厂发展特点与发展趋势

National refinery policy tightens and loosenswhere appropriate, prompting reshuffl e of thelocal refi ning industry——Local refinery development characteristicsand trends in 2013

2013年,我国地方炼厂炼油能力稳步扩张,一次加工能力达到1.8亿吨/年,配套水平也取得显著进步,特别是加氢能力扩张较快。由于获得原油进口权和主营炼厂增供,原料结构大幅改善,产品质量有所提升。2014年,地方炼厂仍将有千万吨左右的扩能,配套装置的水平也将进一步提升。随着国家对地方炼厂逐步放开原油进口权,地方炼厂拥有的原油进口配额和成品油产量也将继续增加。在国家弥补税收漏洞、提高技术门槛、放松原料瓶颈等宽严相济政策的引导下,地方炼厂将迎来一次行业洗牌。

Local refining capacity steadily expanded in 2013, to 180million tons, and there was remarkable progress made in processes that improve product quality, especially hydrogenation where capability improved at an accelerated rate. Thanks to securing increased crude oil import authority and increased supply to the main units, the composition of local refinery raw material greatly improved, and product quality substantially rose: national III-standard gasoline supply accounted for 72% of total gasoline supply capacity,while national III diesel supply capacity reached 60% of diesel supply capacity. In 2014 there will still be about ten-million tons in capacity expansion at local refineries,and the production processes also will further improve.As the country gradually liberalizes local refineries' crude oil import authority, crude oil import quotas and refinery output will continue to increase. As the country closes tax loopholes, raises the technology bar, and relaxes raw material bottlenecks with a corresponding stricter or looser policy,there will be a refining industry reshuffle. In a process of survival of the fittest, the total scale of oil refining will ultimately shrink and, to survive competition, enterprises will be more dynamic and become a stabilizing force in the domestic refi ning industry.