在上(shang)周北京召開的2010年春季氮(dan)肥(fei)(fei)(fei)市場分析(xi)會(hui)議上(shang),中國氮(dan)肥(fei)(fei)(fei)工業協會(hui)副理事(shi)長(chang)兼(jian)秘書長(chang)劉淑蘭(lan)通過(guo)對上(shang)半年氮(dan)肥(fei)(fei)(fei)資(zi)源量(liang)的分析(xi),預計(ji)今年春耕用氮(dan)肥(fei)(fei)(fei)供應將略(lve)緊,但不(bu)會(hui)供不(bu)應求(qiu)。
據(ju)統計(ji),如果(guo)今(jin)年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)合成氨產量(liang)(liang)與去年(nian)(nian)(nian)同期相(xiang)近(jin),則今(jin)年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)合成氨的(de)資源量(liang)(liang)為(wei)(wei)3836萬(wan)(wan)噸(dun)(dun),再減去每年(nian)(nian)(nian)約8%的(de)工(gong)業用氨,經過折算,農(nong)業用氮量(liang)(liang)為(wei)(wei)2844.5萬(wan)(wan)噸(dun)(dun)(折純,下(xia)同)。近(jin)幾年(nian)(nian)(nian)進出(chu)(chu)(chu)口(kou)活躍(yue),去年(nian)(nian)(nian)第四季度和今(jin)年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)凈出(chu)(chu)(chu)口(kou)為(wei)(wei)109.1萬(wan)(wan)噸(dun)(dun),氮肥(fei)資源凈出(chu)(chu)(chu)口(kou)78.2萬(wan)(wan)噸(dun)(dun),今(jin)年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)出(chu)(chu)(chu)口(kou)主(zhu)要集中在1月(yue),初步估計(ji)凈出(chu)(chu)(chu)口(kou)量(liang)(liang)為(wei)(wei)30.9萬(wan)(wan)噸(dun)(dun),兩者總計(ji)為(wei)(wei)109.1萬(wan)(wan)噸(dun)(dun)。因此,今(jin)年(nian)(nian)(nian)上半(ban)年(nian)(nian)(nian)真正用于國(guo)內(nei)農(nong)業的(de)氮肥(fei)資源量(liang)(liang)為(wei)(wei)2735.4萬(wan)(wan)噸(dun)(dun)。
對于今(jin)年(nian)上半年(nian)合成氨(an)(an)產量以去年(nian)同期(qi)計,劉(liu)淑蘭解(jie)釋說(shuo),去年(nian)新建(jian)裝(zhuang)置增加產能(neng)(neng)(neng)261萬(wan)噸(dun),老裝(zhuang)置自然(ran)增加產能(neng)(neng)(neng)100萬(wan)噸(dun),2009年(nian)底(di)新增合成氨(an)(an)產能(neng)(neng)(neng)共360萬(wan)噸(dun)左(zuo)右,但(dan)2010年(nian)上半年(nian)因一季(ji)度(du)煤電運輸困難很大(da),煤頭企(qi)業受電力影(ying)響生(sheng)產負荷將(jiang)降低10%~30%,該(gai)部分基本抵消了煤頭企(qi)業的(de)新增產能(neng)(neng)(neng)。
對于氣頭企業,因天然氣不足,上半年中石油系統約減產150萬噸尿素,不過,西南幾套大化肥有新增產(chan)能投(tou)產(chan),可(ke)彌補因(yin)氣(qi)不足導致的(de)部分(fen)減產(chan)。因(yin)此,今年(nian)上半年(nian)合成氨產(chan)量基本與去年(nian)持平(ping),為2545萬噸。
劉淑蘭(lan)進(jin)一步分析說,2006年(nian)(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)(nian)的(de)氮肥資源(yuan)(yuan)(yuan)量(liang)為2658萬噸,市(shi)場(chang)(chang)供(gong)需(xu)平(ping)衡,波動不(bu)大(da);2007年(nian)(nian)(nian)(nian)該數(shu)據(ju)同比(bi)增加2.74%,市(shi)場(chang)(chang)明顯疲軟;2008年(nian)(nian)(nian)(nian)比(bi)2007年(nian)(nian)(nian)(nian)減少7.6%,市(shi)場(chang)(chang)緊缺,價格大(da)幅上(shang)漲(zhang),國家不(bu)得(de)不(bu)通過高關(guan)稅調節;2009年(nian)(nian)(nian)(nian)比(bi)2008年(nian)(nian)(nian)(nian)增加6.68%,比(bi)2006年(nian)(nian)(nian)(nian)增加1.9%,市(shi)場(chang)(chang)卻極度低迷,但這不(bu)是資源(yuan)(yuan)(yuan)量(liang)過多(duo),而是信心不(bu)足的(de)結(jie)果。今(jin)年(nian)(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)(nian)資源(yuan)(yuan)(yuan)量(liang)與(yu)去年(nian)(nian)(nian)(nian)持(chi)平(ping),但今(jin)年(nian)(nian)(nian)(nian)的(de)農業需(xu)求要高于去年(nian)(nian)(nian)(nian),工(gong)業用量(liang)也會有所增長,因此,預計2010年(nian)(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)(nian)氮肥市(shi)場(chang)(chang)呈現供(gong)需(xu)平(ping)衡略緊的(de)狀況,但不(bu)會出現供(gong)不(bu)應求。