发展与挑战——变革中的炼油产业  

Development and Challenge: China's Refi ning Industry in Transition

作　　者：乞孟迪 柯晓明[1] 张硕[1] 李振光[1] Qi Mengdi;Ke Xiaoming;Zhang Shuo;Li Zhenguang(Sinopec Economic & Development Research Institute, Beijing 100029, China)

机构地区：[1]中国石油化工集团公司经济技术研究院,北京100029

出　　处：《当代石油石化》2019年第2期16-23,共8页Petroleum & Petrochemical Today

摘　　要：2018年国内外炼油行业延续稳中向好的景气周期。但国内成品油终端需求增速延续"L"型下探走势。消费税"1号文"实施产生一定积极效果,但监管仍需加强。2019年国内炼油行业面临产能格局变革与竞争升级、消费增长低迷与出口扩张、油品质量多重升级、替代发展加快与政策开放四大挑战,炼化企业亟待加快由炼油向化工结构调整,加快从传统炼化向绿色、低碳、高端产业的转型升级。Although global refining industry continued its steady-to-rising cycle in 2018, the growth rate of final oil product demand in China still stuck in the L-shape downward trend. The implementation of new sales tax has produced some positive effects, but needs stricter supervision. In 2019, the domestic refining industry faces four challenges in the changing market landscape: swelling capacity and escalating competition, flat consumption and more export, multiple upgrading of oil product quality, and push for oil alternatives and deregulation policy. Therefore, refineries should speed up the shift from oil products-oriented to chemicals-oriented configurations, and the transition from traditional refining to a green, low-carbon and high-end industry.

关 键 词：炼油 成品油 毛利 产能 转型发展 

分 类 号：F426.22[经济管理—产业经济]