全球石化产业的大格局正在形成

全球石化产业的大格局正在形成

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傅向升

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关于召开2018全国石油和化工行业经济形势分析会 暨中国石油和化工经济论坛的通知

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全球石化产业的大格局正在形成

下文专家观点分享节选自傅向升副会长于2018年8月在全国石油和化工行业经济形势分析会上的发言《目前的形势与任务--2018石化全行业经济运行分析报告》。

全球大坐标看:近几年呈现出『343』的分化与大格局态势,第一个『3』是『三热』,即亚太、中东、美国,这是炼化产业发展最快的三大区域;『4』是指『四冷』,即欧洲、非洲、南美及前苏联地区,这4大区域的炼化产能一直处在停滞与萎缩状态;另一个『3』暂且定义为『三强』,即美国、欧洲、中国,当然中国离石化强国还有较大的差距。

这三强区域不仅世界500强中石化公司较多,而且并购重组频频出手、大动作不断,初现未来世界石化产业『三足鼎立』的大格局,美国是杜邦陶氏的先合并再拆分,合并后再按专业细分分拆为新材料(新陶氏),生命科学(Coteva)、专用化学品(新杜邦)3家专业性公司,主业更突出,核心竞争力更强;

欧洲是BP、壳牌、朗盛、赢创等强手如林,拜耳又并并购孟山都,将再诞生一家农药和种子领域全球第一的公司;

中国在最新世界500强榜单中有中石化、中石油、中国中化、中海油、中国化工、延长集团等石化企业上榜,国资委提出下半年重点重组的5个领域有化工,照目前的形势看中国即将诞生一家具有国际竞争力的化工公司。

OilChem Insights

The Evolving Landscape of Global Petrochemical Industry

The comments below are adapted from the speech delivered by Fu Xiangsheng in Aug. in2018 China Petroleum & Chemical Economic Situation Analysis Conference.

The global petrochemical industry has witnessed a “343” layout characteristic these years. The first “3” indicates three hot regions, Asia-Pacific, Middle East and the U.S., whose petrochemical industries grow with highest speed around the globe.

The “4” refers to 4 regions with stagnant or shrunk petrochemical industries, which are Europe, Africa, South America and Former Soviet Union.

Another “3” represents 3 petrochemical powers, including U.S., Europe and China. Of course, now China is still far from a real petrochemical power.

More petrochemical enterprises of Fortune Global 500 and more mergers and acquisitions are from these three regions compared to the rest of the world, and the future three powers of petrochemical industry are starting to take shape.

U.S.

DuPont and Dow merged first and then split into three independent companies with the names of Corteva Agriscience for agriculture, Dow for materials science and new DuPont for specialty products, who will be much more competitive with their new major business.

Europe

There are many big petrochemical brands in Europe, such as BP, Shell, Lanxess and Evonik. Now Europe will greet its another NO.1 enterprise in the field of pesticide and seed after Bayer’s acquisition of Monsanto.

China

Sinopec, PetroChina, Sinochem, CNOOC, ChemChina and Yanchang Group, who are listed in the Fortune Global 500, are from China. According to SASAC, there are five key sectors need to be reformed in the second half of this year, including petrochemical industry. so China will see another petrochemical major with international competitiveness soon.

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专家介绍

傅向升:中国石油和化学工业联合会副会长。

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