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Project approvals in the chemical industry are being further tightened
.
Recently, the Ministry of Ecology and Environment announced the "Guiding Opinions on Strengthening the Prevention and Control of the Source of the Ecological Environment of High Energy Consumption and High Emission Construction Projects", aimed at curbing the blind development of high energy consumption and high emission projects
.
The "Opinions" require that coal power energy bases, modern coal chemical demonstration zones, and petrochemical industrial bases be promoted to carry out planning environmental impact tracking evaluation, improve ecological environmental protection measures and optimize and adjust plans in a timely manner; and clearly indicate that petrochemical and modern coal chemical projects should be included in the country Industrial planning, new and expanded petrochemical, chemical, and coking projects should be located in industrial parks established in accordance with laws and regulations and subject to planning and environmental assessment
.
In addition, the "Opinions" also specifically pointed out that "project categories with high environmental impacts or high environmental risks such as oil refining, ethylene, steel, coking, coal chemical industry, etc.
, shall not be arbitrarily delegated to the environmental review approval authority or reduce the approval requirements in the name of the reform pilot
.
" this, Hua An Securities analyst Liu Wanpeng said in a recent research report: "the" opinions "of the introduction profound impact on the chemical industry and broad, will further improve the access threshold for the chemical industry and accelerate existing projects of reform and elimination of clearing
.
" According to his introduction, according to the statistics of energy consumption and emission standards in the production process, China's chemical industry accounts for more than 18% of carbon emissions, which is greatly affected by the carbon neutrality target
.
The reporter consulted the relevant person of Wanhua Chemical.
The other party said that the implementation details of the National Development and Reform Commission and other departments have not yet come out, including the implementation details of the carbon peak, carbon neutral path and calculation method, so the approval process of some projects is indeed It will be slower
.
01 In the process of eliminating backward production capacity, at the China Chemical Industry Park and Industrial Development Forum held in early June, Wei Naixin, director of the China National Chemical Economic and Technological Development Center, said that during the "13th Five-Year Plan" period, the national oil refining industry will withdraw from backward production capacity by approximately 160 million tons.
, Soda ash, polyvinyl chloride, batteries, and sulfuric acid withdrew from outdated production capacities of 17.
87 million tons, 3.
265 million tons, 2.
69 million tons, 9 million tons and 21.
6 million tons respectively, and the utilization rate of crude oil processing capacity increased from 65.
5% in 2015 to 77.
2% in 2020 , The refined oil products have completed the upgrade of national 4 to national 6 standards
.
Wei Naixin believes that in the past five years, the entire industry has established a green standard system for the entire life cycle from product design and manufacturing to waste gas treatment.
The unit energy consumption and carbon emission intensity of key energy-consuming products have continued to decline, and the comprehensive utilization rate of general industrial solid waste has reached 65%, the comprehensive utilization rate of hazardous waste has reached 50%, and the utilization of calcium carbide slag has achieved 100%
.
Liu Wanpeng said in the report: "Carbon emissions from hydrocarbon conversion are the most important process emissions in the production process of energy and chemical products
.
We believe that coal-to-olefins, coal-to-methanol, coal-to-ammonia, and oil refining will be restricted by indicators.
.
"Liu Wanpeng introduced Recently, Shandong, Shaanxi, Inner Mongolia and other energy and chemical province have tightened the chemical project approval of the gate
.
On May 19, 9 departments including the Shandong Provincial Development and Reform Commission and the Department of Industry and Information Technology issued the "Notice on Further Carrying Out the Investigation of the "Two Highs" Projects" to deploy the investigations of the "Two Highs" projects; in the energy and chemical province of Shaanxi, according to the province The head of the Environmental Resources Department of the Development and Reform Commission revealed that they are studying specific implementation plans.
The general idea is that the energy consumption of new projects should be replaced by the same amount; while Inner Mongolia’s strict control of the "two highs" project access process is mainly based on the control of total emissions.
Principle of quantity: Regardless of whether the project adopts new technology or new technology, as long as the new project may cause total emissions to exceed the standard, it will not be approved
.
People from Wanhua Chemical also told reporters that the entire chemical industry is currently developing toward parks, upstream and downstream integration, and high-end development.
“In the future, it is very unlikely that separate chemical plants will be established in towns and villages because of environmental pollution, etc.
The supporting measures cannot keep up, and the cost of these supporting facilities is also very high
.
"However, different areas of the chemical industry are affected to different degrees
.
Liu Wanpeng believes that there are many chemical products, and the energy consumption and carbon emissions of each product are different, and their carbon peak requirements will also be different.
"For high energy-consuming products or industries, it does not mean that there is no development, but priority will be given to peaking and low carbon emissions.
Energy-consuming products or industries are expected to have a longer window of growth
.
" A person from the Satellite Petrochemical Secretary Office told reporters that because the company’s raw materials use relatively green ethane and propane, mainly from imported natural gas.
The emission of pollutants in the production process is very small, so it has not been greatly affected at present
.
02 The proportion of new materials is still low, Qiao Yitao, director of strategic planning of Wanhua Chemical’s Strategic Development Department, said at the China Chemical Park and Development Forum that in the past ten years, global chemical investment totaled 193.
1 billion euros, and China accounted for 45.
1%.
, While North America and the European Union combined are 28%
.
He believes that in the global chemical development situation, the United States has developed very well in the fields of medicine and military; Japan is mainly engaged in medicine and electronic chemicals.
Last year, Japan also cut off the supply of electronic chemicals from South Korea; German automobiles The industry is developing very well, and its adhesives, coatings, and engineering plastics account for a relatively large proportion
.
“Although ChemChina’s investment and volume are large, it is more concentrated in basic chemical products
.
” Qiao Yitao also said that China’s chemical research and development is also continuing to invest.
“At present, China’s chemical research and development investment has reached the world The first level, accounting for 27%
.
The
European Union 23%, North America 20%, such a big three-legged situation
.
"Liu Wanpeng believes that part of the future competition in the chemical industry will focus on the downstream: "With the peak of carbon, the upstream bulk raw materials of China's chemical industry will reach the ceiling due to relatively high energy consumption
.
In the absence of a large amount of new production capacity, the profitability of chemical companies will increase significantly, and the huge cash flow obtained by large chemical companies may be invested in downstream fine chemicals and new materials
.
"Qiao Yitao also believes that new chemical materials are the foundation of social development.
"In all development processes, whether it is a domestic or foreign dual cycle, it needs to be realized by materials, including new infrastructure
.
Materials involve all aspects of chemical industry, so this one is very important
.
"According to the data provided by Qiao Yitao, the current overall domestic production of new materials is 18 million tons, and sales revenue is 480 billion yuan, accounting for 6.
6% of the total revenue of chemical products.
New chemical materials account for a relatively low proportion of the entire chemical industry
.
Now the domestic new material market The scale is 1.
3 trillion, and the overall self-sufficiency rate accounts for 61%
.
"This is a very big contrast to the development of our country's new infrastructure and new energy automobile industry
.
We can support ourselves in some relatively basic products in new chemical materials, but more high-end products still need to be imported
.
"He said
.
Qiaoyi Tao further said that the current domestic polyurethane basically achieved self-sufficiency in the thermoplastic elastomer functional membrane material this one is a structural shortage of high-end polyolefins, engineering plastics, electronic chemicals overall self-sufficiency rate is relatively low
.
However, In the "14th Five-Year" plan for the development of new chemical materials, it has been proposed that by 2025, the proportion of new chemical materials will reach 10%, and the self-sufficiency rate of chemical materials will increase to 75%
.
03 Low self-sufficiency rate of high-end products Qiao Yitao said that the situation of China's high-end polyolefins and high-end new materials is basically the same.
Overall, the self-sufficiency rate of high-end products is very low
.
Although low-end products can be realized, the competition is fierce
.
"In high-end polyolefins, the higher the comonomer insertion rate and the higher the carbon number of the comonomer, the higher the technical level of the entire industry
.
Relatively speaking, Chinese products are mainly concentrated in butene, and other high-performance products The development is relatively slow
.
" He also believes that we are basically in a blank in many product fields, including EVOH (ethylene-vinyl alcohol copolymer), metallocene polypropylene, POE elastomer, UHMPE (ultra-high molecular weight polyethylene) , Polybutene, etc.
, can not meet the needs of social development
.
For example, metallocene polyethylene has better overall molecular weight control, narrower molecular chain distribution, and excellent overall performance.
It has good applications in high-end membranes and pipes, and is currently in great demand in China
.
However, the domestic consumption in 2019 was 600,000 tons, and the self-sufficiency rate only accounted for 20%
.
According to Qiao Yitao, the metallocene polypropylene can be used for microwave appliances, medical appliances, high-end non-woven fabrics, etc.
In 2019, the domestic consumption is about 80,000 tons, but domestic production is basically in a blank state
.
Qiao Yitao also said that high-end polyolefins are widely used in the current new energy, photovoltaic and other fields
.
For example, polyolefin elastomer POE has very good thickness resistance, adhesion and elastic properties, and has good applications in the toughening of photovoltaic films and plastics
.
At present, the global POE production capacity is about 1.
08 million tons, and it is mainly produced by several large multinational companies.
However, "Many domestic companies, including Wanhua, are working on corresponding products.
I believe there will be a market product soon.
.
"In addition, more than 500,000 tons of EVA (ethylene-vinyl acetate copolymer) products are used in domestic photovoltaic film
.
EVA is also used in foam materials and cables
.
In
2020, China’s EVA demand is 1.
88 million tons.
The production capacity is about 950,000 tons, the output is more than 700,000 tons, and the import is more than 1 million tons
.
"From the perspective of the entire photovoltaic industry, whether it is silicon wafers, modules, and films, domestic production accounts for 70%-80% of the world.
Therefore, the demand for EVA is very urgent
.
In the future, with the release of production capacity of relevant domestic enterprises, the tight supply situation will be eased
.
"He said
.
In addition, Qiao Yitao also mentioned that there is a very special product called cyclic polyolefin COC or COP.
This type of product has very high heat resistance, low birefringence, and high transparency.
It can be used as a lens for the lens.
It can also be used for spectacle lenses.
Currently, it is widely used in the medical field, including vaccine bottles for vaccines.
The global production capacity is about 85,000 tons, and the output is 73,000 tons.
The production capacity is all concentrated in Japanese companies
.
.
Recently, the Ministry of Ecology and Environment announced the "Guiding Opinions on Strengthening the Prevention and Control of the Source of the Ecological Environment of High Energy Consumption and High Emission Construction Projects", aimed at curbing the blind development of high energy consumption and high emission projects
.
The "Opinions" require that coal power energy bases, modern coal chemical demonstration zones, and petrochemical industrial bases be promoted to carry out planning environmental impact tracking evaluation, improve ecological environmental protection measures and optimize and adjust plans in a timely manner; and clearly indicate that petrochemical and modern coal chemical projects should be included in the country Industrial planning, new and expanded petrochemical, chemical, and coking projects should be located in industrial parks established in accordance with laws and regulations and subject to planning and environmental assessment
.
In addition, the "Opinions" also specifically pointed out that "project categories with high environmental impacts or high environmental risks such as oil refining, ethylene, steel, coking, coal chemical industry, etc.
, shall not be arbitrarily delegated to the environmental review approval authority or reduce the approval requirements in the name of the reform pilot
.
" this, Hua An Securities analyst Liu Wanpeng said in a recent research report: "the" opinions "of the introduction profound impact on the chemical industry and broad, will further improve the access threshold for the chemical industry and accelerate existing projects of reform and elimination of clearing
.
" According to his introduction, according to the statistics of energy consumption and emission standards in the production process, China's chemical industry accounts for more than 18% of carbon emissions, which is greatly affected by the carbon neutrality target
.
The reporter consulted the relevant person of Wanhua Chemical.
The other party said that the implementation details of the National Development and Reform Commission and other departments have not yet come out, including the implementation details of the carbon peak, carbon neutral path and calculation method, so the approval process of some projects is indeed It will be slower
.
01 In the process of eliminating backward production capacity, at the China Chemical Industry Park and Industrial Development Forum held in early June, Wei Naixin, director of the China National Chemical Economic and Technological Development Center, said that during the "13th Five-Year Plan" period, the national oil refining industry will withdraw from backward production capacity by approximately 160 million tons.
, Soda ash, polyvinyl chloride, batteries, and sulfuric acid withdrew from outdated production capacities of 17.
87 million tons, 3.
265 million tons, 2.
69 million tons, 9 million tons and 21.
6 million tons respectively, and the utilization rate of crude oil processing capacity increased from 65.
5% in 2015 to 77.
2% in 2020 , The refined oil products have completed the upgrade of national 4 to national 6 standards
.
Wei Naixin believes that in the past five years, the entire industry has established a green standard system for the entire life cycle from product design and manufacturing to waste gas treatment.
The unit energy consumption and carbon emission intensity of key energy-consuming products have continued to decline, and the comprehensive utilization rate of general industrial solid waste has reached 65%, the comprehensive utilization rate of hazardous waste has reached 50%, and the utilization of calcium carbide slag has achieved 100%
.
Liu Wanpeng said in the report: "Carbon emissions from hydrocarbon conversion are the most important process emissions in the production process of energy and chemical products
.
We believe that coal-to-olefins, coal-to-methanol, coal-to-ammonia, and oil refining will be restricted by indicators.
.
"Liu Wanpeng introduced Recently, Shandong, Shaanxi, Inner Mongolia and other energy and chemical province have tightened the chemical project approval of the gate
.
On May 19, 9 departments including the Shandong Provincial Development and Reform Commission and the Department of Industry and Information Technology issued the "Notice on Further Carrying Out the Investigation of the "Two Highs" Projects" to deploy the investigations of the "Two Highs" projects; in the energy and chemical province of Shaanxi, according to the province The head of the Environmental Resources Department of the Development and Reform Commission revealed that they are studying specific implementation plans.
The general idea is that the energy consumption of new projects should be replaced by the same amount; while Inner Mongolia’s strict control of the "two highs" project access process is mainly based on the control of total emissions.
Principle of quantity: Regardless of whether the project adopts new technology or new technology, as long as the new project may cause total emissions to exceed the standard, it will not be approved
.
People from Wanhua Chemical also told reporters that the entire chemical industry is currently developing toward parks, upstream and downstream integration, and high-end development.
“In the future, it is very unlikely that separate chemical plants will be established in towns and villages because of environmental pollution, etc.
The supporting measures cannot keep up, and the cost of these supporting facilities is also very high
.
"However, different areas of the chemical industry are affected to different degrees
.
Liu Wanpeng believes that there are many chemical products, and the energy consumption and carbon emissions of each product are different, and their carbon peak requirements will also be different.
"For high energy-consuming products or industries, it does not mean that there is no development, but priority will be given to peaking and low carbon emissions.
Energy-consuming products or industries are expected to have a longer window of growth
.
" A person from the Satellite Petrochemical Secretary Office told reporters that because the company’s raw materials use relatively green ethane and propane, mainly from imported natural gas.
The emission of pollutants in the production process is very small, so it has not been greatly affected at present
.
02 The proportion of new materials is still low, Qiao Yitao, director of strategic planning of Wanhua Chemical’s Strategic Development Department, said at the China Chemical Park and Development Forum that in the past ten years, global chemical investment totaled 193.
1 billion euros, and China accounted for 45.
1%.
, While North America and the European Union combined are 28%
.
He believes that in the global chemical development situation, the United States has developed very well in the fields of medicine and military; Japan is mainly engaged in medicine and electronic chemicals.
Last year, Japan also cut off the supply of electronic chemicals from South Korea; German automobiles The industry is developing very well, and its adhesives, coatings, and engineering plastics account for a relatively large proportion
.
“Although ChemChina’s investment and volume are large, it is more concentrated in basic chemical products
.
” Qiao Yitao also said that China’s chemical research and development is also continuing to invest.
“At present, China’s chemical research and development investment has reached the world The first level, accounting for 27%
.
The
European Union 23%, North America 20%, such a big three-legged situation
.
"Liu Wanpeng believes that part of the future competition in the chemical industry will focus on the downstream: "With the peak of carbon, the upstream bulk raw materials of China's chemical industry will reach the ceiling due to relatively high energy consumption
.
In the absence of a large amount of new production capacity, the profitability of chemical companies will increase significantly, and the huge cash flow obtained by large chemical companies may be invested in downstream fine chemicals and new materials
.
"Qiao Yitao also believes that new chemical materials are the foundation of social development.
"In all development processes, whether it is a domestic or foreign dual cycle, it needs to be realized by materials, including new infrastructure
.
Materials involve all aspects of chemical industry, so this one is very important
.
"According to the data provided by Qiao Yitao, the current overall domestic production of new materials is 18 million tons, and sales revenue is 480 billion yuan, accounting for 6.
6% of the total revenue of chemical products.
New chemical materials account for a relatively low proportion of the entire chemical industry
.
Now the domestic new material market The scale is 1.
3 trillion, and the overall self-sufficiency rate accounts for 61%
.
"This is a very big contrast to the development of our country's new infrastructure and new energy automobile industry
.
We can support ourselves in some relatively basic products in new chemical materials, but more high-end products still need to be imported
.
"He said
.
Qiaoyi Tao further said that the current domestic polyurethane basically achieved self-sufficiency in the thermoplastic elastomer functional membrane material this one is a structural shortage of high-end polyolefins, engineering plastics, electronic chemicals overall self-sufficiency rate is relatively low
.
However, In the "14th Five-Year" plan for the development of new chemical materials, it has been proposed that by 2025, the proportion of new chemical materials will reach 10%, and the self-sufficiency rate of chemical materials will increase to 75%
.
03 Low self-sufficiency rate of high-end products Qiao Yitao said that the situation of China's high-end polyolefins and high-end new materials is basically the same.
Overall, the self-sufficiency rate of high-end products is very low
.
Although low-end products can be realized, the competition is fierce
.
"In high-end polyolefins, the higher the comonomer insertion rate and the higher the carbon number of the comonomer, the higher the technical level of the entire industry
.
Relatively speaking, Chinese products are mainly concentrated in butene, and other high-performance products The development is relatively slow
.
" He also believes that we are basically in a blank in many product fields, including EVOH (ethylene-vinyl alcohol copolymer), metallocene polypropylene, POE elastomer, UHMPE (ultra-high molecular weight polyethylene) , Polybutene, etc.
, can not meet the needs of social development
.
For example, metallocene polyethylene has better overall molecular weight control, narrower molecular chain distribution, and excellent overall performance.
It has good applications in high-end membranes and pipes, and is currently in great demand in China
.
However, the domestic consumption in 2019 was 600,000 tons, and the self-sufficiency rate only accounted for 20%
.
According to Qiao Yitao, the metallocene polypropylene can be used for microwave appliances, medical appliances, high-end non-woven fabrics, etc.
In 2019, the domestic consumption is about 80,000 tons, but domestic production is basically in a blank state
.
Qiao Yitao also said that high-end polyolefins are widely used in the current new energy, photovoltaic and other fields
.
For example, polyolefin elastomer POE has very good thickness resistance, adhesion and elastic properties, and has good applications in the toughening of photovoltaic films and plastics
.
At present, the global POE production capacity is about 1.
08 million tons, and it is mainly produced by several large multinational companies.
However, "Many domestic companies, including Wanhua, are working on corresponding products.
I believe there will be a market product soon.
.
"In addition, more than 500,000 tons of EVA (ethylene-vinyl acetate copolymer) products are used in domestic photovoltaic film
.
EVA is also used in foam materials and cables
.
In
2020, China’s EVA demand is 1.
88 million tons.
The production capacity is about 950,000 tons, the output is more than 700,000 tons, and the import is more than 1 million tons
.
"From the perspective of the entire photovoltaic industry, whether it is silicon wafers, modules, and films, domestic production accounts for 70%-80% of the world.
Therefore, the demand for EVA is very urgent
.
In the future, with the release of production capacity of relevant domestic enterprises, the tight supply situation will be eased
.
"He said
.
In addition, Qiao Yitao also mentioned that there is a very special product called cyclic polyolefin COC or COP.
This type of product has very high heat resistance, low birefringence, and high transparency.
It can be used as a lens for the lens.
It can also be used for spectacle lenses.
Currently, it is widely used in the medical field, including vaccine bottles for vaccines.
The global production capacity is about 85,000 tons, and the output is 73,000 tons.
The production capacity is all concentrated in Japanese companies
.
