聚合与裂变——2020年上半年我国炼化市场现状与趋势透析

Polymerization And Fission——The Analysis Of The Current Situation And Trend Of Chinese Refining And Chemical Market In The First Half Of 2020

今年以来,国内炼化市场供需两端均遭受新冠疫情冲击,市场供需矛盾持续加深。聚合与裂变,在多个"历史之最"勾勒的炼化行业上半场中,多重变量正重塑市场格局,成品油替代步伐逐渐加大,民营大炼化快速崛起,进口乙烷裂解项目存在诸多风险,化工新材料强势崛起……百年变局加速演进,风险挑战有增无减。短期看,全行业利润降幅在收窄,效益在改善;长期看,改革在深化,市场越来越平坦,智能化、高端化、个性化将是炼化行业演化的方向。

Since the beginning of this year,both ends of the supply and demand have been hit by COVID-19 in the domestic refining and chemical market,and the contradiction continue to deepen.Polymerization and fission,in the first half of the refining industry outlined by many"historical records",multiple variables are reshaping the market structure,the step of refined oil products replacement is gradually increasing,the rapid rise of large private refinery,the import of ethane cracking project has many risks,the strong rise of new chemical materials...A century of change has accelerated,and the risks and challenges have increased.In the short term,the decline in profits across the industry is narrowing,and the benefits are improving;in the long run,with the further reform,the market direction of evolution will become more and more flat,intelligent,high-end,personalized in refining and chemical industry.