我国炼化扩能“潮涌”影响因素分析

Analysis on Capacity Expansion Motivation of Refinery/Petrochemical Industry

当前中国经济下行、产能过剩压力加大,但炼化行业总产能仍保持增长态势。经分析,消费升级带来需求增容是扩能潮最直接的动因,叠加行业自身特点以及国内投资主体完成先期资本积累,炼化主体产能整合意愿强烈,竞争主体多元化格局显现,行业步入“成本为王”再洗牌的时代。特色园区炼化产业生态建设、提升科技创新实力将成为相关主体在激烈竞争中制胜的法宝。

Despite the current economic downturn and the increasing pressure of refinery/PC overcapacity in China,domestic refinery/PC operators have increased their investment for capacity expansion.The motivation behind this has become the biggest problem for the whole industry.The investigation showed that the most direct reason for the expansion was the macro-policy guides in the restructuring and layout of the refinery/PC industry.Moreover,the domestic investment entities had completed the initial capital accumulation,resulting in a higher motivation to expand capacity.A new era of the industrial reshuffle for"cost is king"is just around the corner.There is no doubt that the ecological construction of the characteristic refinery/PC industry parks would be the competitive advantages to win in fierce competition.