當前(qian),氮肥(fei)產(chan)能(neng)(neng)嚴重過(guo)剩(sheng)(sheng),結(jie)構(gou)調整與(yu)升(sheng)級迫切(qie),這有賴于骨(gu)干企(qi)業(ye)(ye)自身(shen)產(chan)品結(jie)構(gou)調整。骨(gu)干企(qi)業(ye)(ye)若能(neng)(neng)主動把過(guo)剩(sheng)(sheng)產(chan)能(neng)(neng)轉移到(dao)高(gao)端精(jing)細化工(gong)產(chan)品上,就能(neng)(neng)控制(zhi) “十(shi)二五(wu)”時(shi)期(qi)全國氮肥(fei)總量,整個行業(ye)(ye)以及企(qi)業(ye)(ye)自身(shen)就容(rong)易實現產(chan)品結(jie)構(gou)調整、優化升(sheng)級,提高(gao)產(chan)業(ye)(ye)核心競(jing)爭力(li)。這是記者日前(qian)在煤氣化技(ji)術與(yu)氮肥(fei)(甲(jia)醇)企(qi)業(ye)(ye)產(chan)品結(jie)構(gou)調整專題研(yan)討會上聽到(dao)的專家意見。
去年,全國氮肥產能4700萬噸(折純氮)、尿素產能6600萬噸(實物量),位居世界第一,尿素產能過剩達上千萬噸,已經成為行業突出的問題之一。目前,調整產業結構、轉型升級面臨著許多困難和挑戰,隨著大型化肥裝置在西部原料基地(di)的興建,建設(she)產(chan)(chan)(chan)(chan)能(neng)已超過(guo)了(le)2000萬噸/年,如果算上(shang)西部建設(she)的這些產(chan)(chan)(chan)(chan)能(neng),氮(dan)肥(fei)產(chan)(chan)(chan)(chan)能(neng)過(guo)剩驚人。在產(chan)(chan)(chan)(chan)能(neng)過(guo)剩的情況下(xia),企(qi)(qi)業(ye)(ye)(ye)(ye)由(you)化肥(fei)價格的制定者變為(wei)執(zhi)行者。而氮(dan)肥(fei)企(qi)(qi)業(ye)(ye)(ye)(ye)還來(lai)不及(ji)向下(xia)游產(chan)(chan)(chan)(chan)品(pin)轉移,企(qi)(qi)業(ye)(ye)(ye)(ye)虧損面增大(da),為(wei)企(qi)(qi)業(ye)(ye)(ye)(ye)資(zi)本(ben)積累帶來(lai)了(le)一(yi)定困難。同時,氮(dan)肥(fei)生(sheng)產(chan)(chan)(chan)(chan)具有資(zi)源性(xing)、能(neng)源性(xing)的特(te)點(dian)(dian),在全社會重視節(jie)能(neng)減排的大(da)環境(jing)下(xia),氮(dan)肥(fei)企(qi)(qi)業(ye)(ye)(ye)(ye)被扣上(shang)了(le)“兩(liang)高一(yi)資(zi)”的帽子。地(di)方(fang)政府為(wei)了(le)完成節(jie)能(neng)減排指標,把氮(dan)肥(fei)企(qi)(qi)業(ye)(ye)(ye)(ye)列(lie)入了(le)重點(dian)(dian)考核的對象,地(di)方(fang)政府的優惠(hui)政策大(da)為(wei)貶值,加之鐵路運費(fei)、電價屢次上(shang)調,煤(mei)價逐(zhu)步(bu)上(shang)升,使得氮(dan)肥(fei)企(qi)(qi)業(ye)(ye)(ye)(ye)的生(sheng)產(chan)(chan)(chan)(chan)與經營(ying)成本(ben)上(shang)升。
與會專家認(ren)為,氮肥企(qi)業(ye)(ye)(ye)(ye)結(jie)構調整的(de)底線是(shi)實現產(chan)(chan)能(neng)的(de)消(xiao)弭與平衡,消(xiao)化(hua)產(chan)(chan)能(neng)不能(neng)依(yi)(yi)靠農(nong)業(ye)(ye)(ye)(ye)大(da)量(liang)增施(shi)(shi),今(jin)后(hou)幾年,農(nong)業(ye)(ye)(ye)(ye)上(shang)的(de)施(shi)(shi)用量(liang)增長率頂多在3%。也不能(neng)依(yi)(yi)靠出口(kou)拉動,國際市場需求(qiu)量(liang)也在下降。從總量(liang)上(shang)講,大(da)型(xing)氮肥企(qi)業(ye)(ye)(ye)(ye)的(de)產(chan)(chan)能(neng)占(zhan)很(hen)大(da)的(de)比重,全國50萬噸(dun)/年合成氨的(de)企(qi)業(ye)(ye)(ye)(ye)就占(zhan)全國合成氨總產(chan)(chan)能(neng)的(de)77%,而小型(xing)裝置的(de)產(chan)(chan)能(neng)比重很(hen)小。
另外,以煤為原料的氮(dan)(dan)肥(fei)(fei)企(qi)業(ye)是煤化(hua)工的分支(zhi),氮(dan)(dan)肥(fei)(fei)企(qi)業(ye)發展煤化(hua)工具有(you)(you)先決條件。同時,傳統氮(dan)(dan)肥(fei)(fei)企(qi)業(ye)地(di)處市場(chang)中心,社(she)會配套能(neng)(neng)力強,發展煤化(hua)工具有(you)(you)明顯優勢。氮(dan)(dan)肥(fei)(fei)企(qi)業(ye)以氣(qi)化(hua)為龍頭、氨醇為基礎,進行(xing)合成氣(qi)深(shen)加(jia)工。他們可(ke)以利用西部資源優勢,通過相(xiang)關(guan)產品多元化(hua)達到(dao)產業(ye)升級,化(hua)肥(fei)(fei)、化(hua)工相(xiang)互(hu)發展,相(xiang)互(hu)促進,以此有(you)(you)效疏(shu)導、轉(zhuan)移多余產能(neng)(neng),提高經濟效益(yi)。
山東省化肥工業協會會長楊春(chun)升(sheng)認為(wei),氮肥行(xing)業的(de)結(jie)構(gou)調(diao)整與升(sheng)級,有賴于骨(gu)干企(qi)業自(zi)身產(chan)品(pin)結(jie)構(gou)的(de)調(diao)整。通過產(chan)品(pin)結(jie)構(gou)調(diao)整,把(ba)產(chan)能主(zhu)動轉(zhuan)移,把(ba)過剩產(chan)能轉(zhuan)向高(gao)端產(chan)品(pin)、精細化工產(chan)品(pin)。
據記者了(le)解,業(ye)(ye)內已經有(you)企業(ye)(ye)開始主動轉型(xing),安徽淮化(hua)(hua)(hua)集團有(you)限(xian)公司在行業(ye)(ye)內率(lv)先淘(tao)汰(tai)落后產(chan)(chan)能(neng),淘(tao)汰(tai)了(le)18萬(wan)(wan)噸/年合(he)成(cheng)氨生(sheng)產(chan)(chan)裝(zhuang)置,完成(cheng)了(le)30萬(wan)(wan)噸/年合(he)成(cheng)氨技(ji)術升(sheng)級(ji),現有(you)合(he)成(cheng)氨產(chan)(chan)能(neng)48萬(wan)(wan)噸/年。該公司提(ti)出,在“十(shi)二五”期間尿素產(chan)(chan)能(neng)保持在52萬(wan)(wan)噸/年,加快(kuai)技(ji)術升(sheng)級(ji)換(huan)代,豐(feng)富精(jing)(jing)細化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)產(chan)(chan)品鏈(lian),開拓化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)新(xin)材料。到“十(shi)二五”末,公司煤化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)產(chan)(chan)業(ye)(ye)銷售收入突破(po)百億元。四(si)川化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)控股(集團)有(you)限(xian)責(ze)任公司將在“十(shi)二五”期間發展戰略(lve)(lve)性(xing)新(xin)興產(chan)(chan)業(ye)(ye),減(jian)少對化(hua)(hua)(hua)肥生(sheng)產(chan)(chan)和運營的依附,提(ti)高(gao)化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)新(xin)產(chan)(chan)品在公司產(chan)(chan)品中的比例。山東(dong)聯盟(meng)化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)集團有(you)限(xian)公司則利用煤化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)資源(yuan)優(you)勢,新(xin)建(jian)5萬(wan)(wan)噸/年乙撐胺項目(mu),向精(jing)(jing)細化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)邁進。他(ta)們利用石(shi)化(hua)(hua)(hua)資源(yuan)優(you)勢,實施煤化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)、石(shi)油化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)一體化(hua)(hua)(hua)策略(lve)(lve)。目(mu)前(qian),他(ta)們正(zheng)籌建(jian)丁辛醇項目(mu),進一步擴展精(jing)(jing)細化(hua)(hua)(hua)工(gong)(gong)(gong)(gong)產(chan)(chan)業(ye)(ye)鏈(lian)。
楊(yang)春升表示(shi),如果50家大(da)型企(qi)業拿(na)出6萬噸(dun)的合(he)成氨(an)(an)產(chan)(chan)能轉型其他(ta)(ta)產(chan)(chan)品(pin),就消化了300萬噸(dun)合(he)成氨(an)(an)、500萬噸(dun)尿(niao)素的產(chan)(chan)能,相當于2008年全國的尿(niao)素出口量。他(ta)(ta)指出,大(da)型氮肥骨(gu)干企(qi)業拿(na)出6萬噸(dun)的合(he)成氨(an)(an)產(chan)(chan)能轉向其他(ta)(ta)產(chan)(chan)品(pin)并不難,也是容(rong)易做到的。