Shandong has another 10 million tons of large refining and chemical project! Or will change the new pattern of China petrochemical!
A few days ago, the people's government of Dongying City in Shandong Province issued the "Dongying 2020 National economic and social development Plan Notice", notice clearly Dongying will build 10 million tons of oil refining plant, Timely construction of the second phase of 10 million tons of refinery and chemical integration project.
A few days before the notice was issued, Shandong Yantai set up the Shandong Yulong Petrochemical Industrial Park Management Committee and Shandong Yulong Petrochemical Industrial Park Development Co., LTD. is fully responsible for promoting the long-range design of 60 million tons of Yulong Island refining and chemical integration project.
Data show that Shandong Province was deeply aware of the land refining dilemma after it was left out of China's seven petrochemical industry bases. In 2018, it proposed a major decision to build a high-end petrochemical base in North Lubei. Focus on the layout of Yantai petrochemical new materials area, Dongying refining and chemical integration area, Weifang petrochemical saline-chemical coupling area, Binzhou characteristic refining and chemical area four petrochemical functional areas.
Now, the new construction of two tens of millions of tons of large refining and chemical projects shows that Shandong is pressing the "fast forward key" for high-end refining and chemical projects, is expected to accelerate the formation of China's "7+1" petrochemical new pattern.
"01" The planning of Shandong refining and chemical
Talking about Shandong, "land refining" was once a dazzling pronoun, is the depth of the impact of China's refining and chemical industry.
Time back to February 2015, the state issued the "National Development and Reform Commission on the use of imported crude oil management related issues Notice", For the first time, more detailed application conditions for the use of imported crude oil qualification were issued.
With the "untying" of this policy, Shandong rose with the trend and became the most rapidly developing region in the local refining industry at that time.
Data show that in 2016 Shandong Province to achieve the main business income of 492.5 billion yuan, profit and tax 31.8 billion yuan, profit 13.8 billion yuan, respectively, an increase of 21.7%, 79.1%, 60%. By the end of 2017, there are more than 40 land refining enterprises distributed in Shandong, with a total refining capacity of 124.1 million tons, accounting for 70% of the country's total land refining capacity, and the crude oil processing volume of land refining enterprises accounts for 8% of the country.
when 02 ¡¿ ¡¾ of shandong to refined,
In 2017, the enterprises that are mainly engaged in or started from local refining occupy 26 seats in the top 100 private enterprises in Shandong, accounting for as high as 26%. Dongming Petrochemical, Wanda Holding, Lianyi Group, Jingbo Holding is squeezed into the top 10.
Unfortunately, in the rapid expansion stage of Shandong Land refining, the oil refining business which is almost guaranteed to make no loss has attracted a large number of players, and the scale of enterprises is seriously differentiated. Within the province, there are not a few land refining enterprises with a crude oil processing capacity of less than 3 million tons. Most of their businesses are based on refining, with low added value of products and dispersed production capacity.
For this reality, at the end of 2017, it was proposed that Shandong Province's refining and chemical industry transformation and promotion of old and new kinetic energy, Shandong urgently needs to accelerate the transformation and upgrading of the petrochemical industry in the province, lengthen the industrial chain, and produce petrochemical downstream products.
Therefore, in Shandong Province, Yantai Yulong Island refining and chemical integration project from the beginning of preparation has been placed on high hopes. Now, Dongying, which enjoys Shandong refining center, will open the construction of ten million tons of refining and chemical, which will further accelerate the transformation of Shandong petrochemical industry.
On February 26, the 2020 national economic and social development plan of Dongying City, Shandong Province, proposed the key tasks of economic and social development in 2020, and accelerated the transformation of old and new growth drivers.
Petrochemical industry, in accordance with the direction and path of transformation and development, support some enterprises to participate in the Yulong Island project in Yantai, support the provincial government approved enterprises that do not participate in integration to lengthen the industrial chain, Support central enterprises to integrate enterprises to develop chemical and new material projects. The rest of the enterprises will rely on the PX project to extend the industrial chain downward, focus on the development of new chemical materials, build 10 million tons of oil refining plants upward, and build the second phase of 10 million tons of refining and chemical integration projects when appropriate.
[3] through refining, Reproducing the glory of "one brother of the land chain"
Obviously easy to see, to reproduce the glory of the past, has always been in Shandong's plan.
As early as September 2017, Shandong local refining and Chemical Energy Group Co., Ltd. was jointly funded by 15 local refining enterprises led by Dongming Petrochemical Co., LTD., trying to integrate Shandong local refining, in order to make Shandong local refining bigger and stronger.
However, due to the interests of the 16 enterprises, the integration has not made substantive progress.
Market-oriented means do not work, Shandong Province turned to the government planning to take the way of big refining and chemical, to take the "big pressure on the small" way to promote the integration of land refining.
In February 2019, the Shandong government work report clearly proposed to speed up the promotion of refining and chemical integration, and fully promote the preliminary work of Yantai Yulong Island refining and chemical integration project, which will be the main body of the integration of local refinery capacity in Shandong.
According to the document issued by Yantai Department of Ecological Environment in August 2019, the general planning long-term capacity of Yulong Island refinery project is 60 million tons/year, with a total investment of 387.6 billion yuan. After completion, it will be one of the largest refinery projects in Shandong and even the whole country.
To September, Shandong Province immediately issued the "Work Plan on promoting the capacity integration and transfer of local refining enterprises in the province to achieve high-quality development", which clearly proposed that the capacity will be carried out in the end, and clearly proposed the reduction target of capacity replacement standard of not less than 1:1.25.
According to the plan, a total of 22 local refineries will be integrated and transferred before 2022, of which 50% will be concentrated in Dongying and 50% will be completed this year. According to statistics, there are 38 refineries in Shandong province with a total capacity of 46.1 million tons and less than 3 million tons. Enterprises that are not included in the integration transfer plan, if they do not meet the integration standards, the outcome should be dismantled.
Li Xiangping, chairman of the Board of directors and president of Dongming Petrochemical, said in an interview in 2019 that Shandong Dilian will be integrated from the current scale of 136 million tons to 90 million tons/year in the future, and develop in accordance with the high-end and chemical line. After the formation of the scale, Shandong local oil refining will form a trillion yuan industrial scale, equivalent to doubling on the basis of the current scale of more than 400 billion, and the goal will be completed in 5 years.
[4] at the beginning of the "7 + 1" pattern of petrochemical show
Various signs show that Shandong, which enjoys the title of the third largest refining center in the world, is catching up with the "last bus" of refining and chemical industry, and achieving a new petrochemical structure in China.
Since the state put forward the "Petrochemical Industry Planning and Layout Plan" in 2015, Dalian Changxing Island (Xizhong Island), Hebei Caofeidian, Jiangsu Lianyungang, Shanghai Caojing, Zhejiang Ningbo, Guangdong Huizhou, Fujian Gulei seven petrochemical industry bases, high-end refinery construction boom.
In addition to the three barrels of oil, strong private enterprises have also made breakthroughs in this round of refining trend, and the average refining scale of a single refinery approved and newly built has reached 15 million to 20 million tons/year.
In Dalian Changxing Island, Hengli 20 million tons/year refining and chemical integration project was fully put into operation in May 2019, becoming the first world-class petrochemical industry project completed and put into operation among the seven petrochemical industry bases.
In Caofeidian, Hebei, Tangshan Xuyang Petrochemical Co., Ltd. refining and chemical integration project was approved in January this year, according to the plan, Project construction of 15 million tons/year of oil refining, 3.5 million tons/year of aromatics, 1.5 million tons/year of ethylene refining and chemical integration project.
In Ningbo, Zhejiang, Zhejiang Petrochemical 40 million tons of refining and chemical integration phase II project officially launched in March, The new main project mainly includes 20 million tons/year of oil refining, 4 million tons/year of paraxylene, 1.4 million tons/year of ethylene and downstream equipment. The total investment of the project is 82.93 billion yuan, and the construction period is 2020-2022, with an investment of 20 billion yuan planned for 2020.
7 large petrochemical industry base in China, such as preparation of the construction of the large refining projects abound. However, in the past few years, Shandong local refining led by private enterprises has stopped its pace in this wave of capacity expansion, showing the situation of small scale, short industrial chain and low efficiency of monomer.
But there is no denying that in terms of the total scale, Shandong has its own "base" to a certain extent. And it is the largest refining and chemical base at present. At present, with the construction of high-end and high-quality refinery projects, Shandong is expected to compete for the eighth largest petrochemical industry base in China.
On February 12, Yantai Yulong Island refining and chemical integration project was included in the list of major construction projects in Shandong Province in 2020, and the project investment scale ranked first in the list of projects in the province.
Data show that Yulong Island refining and chemical integration project (Phase I) integration capacity, reclamation and refining project investment of nearly 107.9 billion yuan, to build 20 million tons/year of crude oil processing capacity, 2 sets of 1.5 million tons/year ethylene plant and supporting polyethylene, polypropylene, aromatics and other devices.
Compared with the operation and proposed projects of the seven national petrochemical bases, this capacity and configuration level are in the international advanced ranks.