2023年中国油气进出口状况分析

China’s oil and gas import and export situation in 2023

2023年,中国原油进口量为5.64亿吨,与上年相比增速为11%。成品油进口量创历史新高,达到4755万吨,比上年增长80.4%。其中,燃料油进口量大幅增至2783万吨,比上年增加113.4%;航空煤油出口量为1586万吨,首次超过柴油和汽油成为第一大出口品种;石脑油净进口量为1235万吨,达到空前水平。2023年,中国天然气净进口量为1589.45亿立方米,比上年增长9.67%。包括丙烷、丁烷和混合气在内的LPG进口量增至3219万吨,比上年增长21%。预计未来中国原油进口量会保持小幅上升的态势;炼油能力过剩需要高度关注,进一步增加成品油出口仍是重要方向;LPG进口数量和能力将延续增长态势,中国需提升国际贸易参与度及自身话语权;天然气消费仍存在巨大增长空间,碳达峰、碳中和目标将拉动中国天然气进口量持续攀升。

In 2023,China’s crude oil imports stood at 564 million tons,up 11%from the previous year.Refined oil imports hit a record high of 47.55 million tons,up 80.4%from the previous year.Among them,fuel oil imports increased significantly to 27.83 million tons,an increase of 113.4%over the previous year,aviation kerosene exports were 15.86 million tons,surpassing diesel and gasoline to become the top export variety for the first time,and net imports of 12.35 million tons of naphtha reached an unprecedented level.Net natural gas imports amounted to 158.945 billion cubic meters,an increase of 9.67%over the previous year in 2023.LPG imports including propane,butane,and blends,rose to 32.19 million tons,up 21%from the previous year.It is expected that China’s crude oil imports in the future will maintain a slight upward trend,excess refining capacity needs to be highly concerned,further increase in the export of refined oil products is still an important direction,the number and capacity of LPG imports will continue to grow,China needs to enhance its participation in international trade and its own right to speak,there is still huge room for growth in natural gas consumption,and carbon peaking&carbon neutrality goals will further pull China’s natural gas imports to continue to climb.