最新氮肥企业利润、合成氨产量、尿素产量20强公布

Latest nitrogenous fertilizer enterprise profit, synthetic ammonia output, urea output top 20 announcement

8月4日，2022年氮肥行业工作会暨中国氮肥工业协会七届四次理事会在江西九江市召开，表彰了2021年度全国氮肥行业合成氨产量20强、尿素产量20强、利润总额20强、合成氨行业节能先进企业。

On August 4, the 2022 nitrogen fertilizer industry work and the fourth Council of the Seventh session of China Nitrogen Fertilizer Industry Association were held in Jiujiang City, Jiangxi Province. They commended the top 20 nitrogen fertilizer industry in 2021, the top 20 urea production, the top 20 total profit, and the advanced energy-saving enterprises in the ammonia industry.

中国氮肥工业协会理事长顾宗勤指出，对于氮肥行业来说，2021年是一个很不错的年景，产能、产量和消费保持基本稳定，去产能工作继续推进，规模化发展持续提升，产业结构得到优化，全行业技术水平进一步提高。虽然氮肥原料和能源价格大幅上涨，但氮肥售价总体在较高的区间内波动，全年实现了7.7%的利润率，全行业取得了多年来少有的好收成。、

Gu Zongqin, chairman of China Nitrogen Fertilizer Industry Association, pointed out that for the nitrogen fertilizer industry, 2021 is a very good year, production capacity, output and consumption remain basically stable, the work of cutting overcapacity continues to advance, the scale development continues to improve, the industrial structure is optimized, and the technical level of the whole industry is further improved. Although the prices of feedstock and energy rose sharply, the selling price of nitrogen fertilizer generally fluctuated within a high range, and the whole industry achieved a profit margin of 7.7% for the whole year, and the whole industry achieved a good harvest which is rare in many years.

顾宗勤总结了去年以来氮肥行业经济运行特点，归纳为六个方面：

Gu Zongqin summarized the economic operation characteristics of nitrogen fertilizer industry since last year, which can be summarized into six aspects:

一是氮肥产能总量略有下降，先进技术产能占比提高。 2021年在能耗“双控”、安全环保政策影响下，去产能工作持续推进，实现部分装置停产退出和部分装置的产能置换。受新冠疫情反复、原料价格大幅波动、电力供应紧张现象频发影响，多个新建(包括置换)项目有所迟延，使得氮肥产能不升反降，但总体产能结构得到优化，先进技术产能占比有所提升。

First, the total production capacity of nitrogen fertilizer decreased slightly, while the proportion of advanced technology production capacity increased. In 2021, under the influence of "dual control" of energy consumption and safety and environmental protection policies, overcapacity reduction work continued to advance, realizing the shutdown and exit of some devices and capacity replacement of some devices. Affected by repeated COVID-19 outbreaks, large fluctuations in raw material prices, and frequent power supply constraints, several new projects (including replacement) have been delayed, resulting in a decline in nitrogen fertilizer production capacity instead of an increase. However, the overall production capacity structure has been optimized, and the proportion of advanced technology production capacity has increased.

据中国氮肥工业协会统计，2021年，我国合成氨产能6488万吨/年，同比减少49万吨/年，采用先进煤气化技术的产能3284万吨/年，占总产能的50.6%，同比提高4.5个百分点。

According to statistics from the China Nitrogen Fertilizer Industry Association, in 2021, China's synthetic ammonia production capacity was 64.88 million tons/year, a decrease of 490,000 tons/year, while the production capacity using advanced coal gasification technology was 32.84 million tons/year, accounting for 50.6% of the total production capacity, an increase of 4.5 percentage points year-on-year.

二是氮肥出口和甲醇进口量减价增，全球氮肥供需偏紧。2021年，受能源产品价格大幅上涨以及全球多地极端天气影响，氮肥装置减产明显，全球氮肥供需形势偏紧，刺激价格不断上涨。俄罗斯、埃及、土耳其等国纷纷出台政策，限制氮肥出口，国际氮肥供需紧张加剧，价格不断攀升，印度招标到岸价格最高达980美元/吨，埃及离岸价突破1000美元/吨。

Second, nitrogen fertilizer export and methanol import increased, the global supply and demand of nitrogen fertilizer is tight. In 2021, due to the sharp rise in the price of energy products and the impact of extreme weather in many parts of the world, the nitrogen fertilizer plant reduced significantly, and the global nitrogen fertilizer supply and demand situation was tight, which stimulated the rising price. Russia, Egypt, Turkey and other countries have introduced policies to restrict the export of nitrogen fertilizer, increasing the tension between the supply and demand of nitrogen fertilizer in the world, and the price of nitrogen fertilizer has been rising continuously. The price of India's tender reached as high as $980 / ton, and the price of Egypt's FOB exceeded $1,000 / ton.

我国化肥以保障国内供应为主，全年出口尿素529.5万吨，同比减少15.2万吨，出口均价405美元/吨，同比上涨55.2%，但仍远低于国际市场价格。

China's fertilizer mainly guarantees the domestic supply. The annual export of urea was 5.295 million tons, down 152,000 tons year on year. The average export price was 405 dollars/ton, up 55.2% year on year, but still far below the international market price.

三是氮肥市场大幅波动，行业效益明显好转。2021年前三季度我国氮肥市场在国际价格上涨、国内供需偏紧和原料成本上涨支撑下，价格持续走高，第四季度用肥淡季，售价下跌，经济效益下滑。总体上，全行业实现利润超过170亿元，同比增长389%，利润率达到7.7%，取得了近十多年来最好的效益。

Third, the nitrogen fertilizer market fluctuated greatly, and the industry benefits improved significantly. In the first three quarters of 2021, China's nitrogen fertilizer market, supported by rising international prices, tight domestic supply and demand, and rising raw material costs, continued to see a high price. In the fourth quarter, fertilizer was off-season, selling price fell, and economic benefits declined. Overall, the whole industry achieved a profit of more than 17 billion yuan, a year-on-year increase of 389 percent, and the profit margin reached 7.7 percent, making the best performance in more than a decade.

四是氮肥表观消费略有下降，非农需求显著增加。2021年自然灾害对我国农业造成较大破坏，影响了国内氮肥的农业需求。但非农下游利好突出，三聚氰胺、车用尿素产销量和价格屡创新高，拉动非农需求强势增长。

Fourth, the apparent consumption of nitrogen fertilizer decreased slightly, while the non-agricultural demand increased significantly. Natural disasters caused great damage to China's agriculture in 2021, affecting the domestic agricultural demand for nitrogen fertilizer. However, non-agricultural downstream positive outstanding, melamine, vehicle urea production and sales and prices have repeatedly set new highs, driving the strong growth of non-agricultural demand.

据中国氮肥工业协会统计，2021年我国氮肥表观消费量3365.1万吨纯氮，同比下降1.6%，尿素表观消费量5038.1万吨实 物，同比下降0.8%。其中非农领域氮肥消费1010.6万吨纯氮，同比增长6.7%；尿素非农领域消费2025万吨实物，同比增长7.5%，增速同比增长5.2个百分点。

According to the China Nitrogen Fertilizer Industry Association, the country's apparent nitrogen fertilizer consumption in 2021 was 336.651 million tons of pure nitrogen, down 1.6% year-on-year, while the apparent urea consumption was 50.381 million tons of physical urea, down 0.8% year-on-year. Among them, the consumption of non-agricultural nitrogen fertilizer was 10.106 million tons of pure nitrogen, up 6.7% year on year; Non-agricultural consumption of urea reached 20.25 million tons, up 7.5% year on year, and the growth rate was up 5.2 percentage points year on year.

五是行业技术创新水平不断提高，规模化发展取得新进展。近几年，我国氮肥、甲醇行业在煤气化、气体净化、催化剂、大型压缩机及合成工艺等方面不断取得创新突破，成果相继实现工业化应用。2021年，合成氨产能在50万吨/年及以上规模的企业35家，产能占比 41.9%，同比提高1个百分点；甲醇产能在60万吨/年及以上规模的企业54家，产能占比64.5%，同比提 4.2个百分点。

Fifth, the level of technological innovation in the industry continued to improve and new progress was made in large-scale development. In recent years, Chinese nitrogen fertilizer and methanol industries have made innovative breakthroughs in coal gasification, gas purification, catalyst, large-scale compressor and synthesis process, and the achievements have been realized in industrial application. In 2021, there were 35 enterprises with synthetic ammonia production capacity of 500,000 tons/year or above, accounting for 41.9% of the total production capacity, up by 1 percentage point year-on-year; There were 54 enterprises with methanol production capacity of 600,000 tons/year or above, accounting for 64.5%, an increase of 4.2 percentage points year-on-year.

六是能耗“双控”和“污染限产”约束趋紧，氮肥产能发挥受限。合成氨、甲醇属于高耗能行业，一直是能源消耗管控的重点行业。2021年以来，国内各地能耗“双控”政策不断趋紧，各地区采取限煤、限电措施，氮肥生产受到一定影响。

Sixth, the "double control" of energy consumption and "pollution limit production" constraints are tightening, and nitrogen fertilizer production capacity is limited. Synthetic ammonia and methanol are energy-intensive industries and have always been the key industries in energy consumption control. Since 2021, the "dual control" policy of energy consumption in various parts of China has been tightening, and various regions have adopted measures to limit coal and electricity, and nitrogen fertilizer production has been affected to some extent.

顾宗勤指出，今年以来，国内外发生了两件大事，深刻地影响我国氮肥、甲醇行业的发展。一是俄乌冲突，国际能源和粮食价格大幅上涨，全球化肥价格大幅攀升；二是国内疫情多发散发，给全国经济增长带来挑战，也给正常生活和工作造成极大影响。为了应对突发事件，氮肥行业积极响应国家号召，千方百计提高氮肥产量，保证国内化肥供应，出色地完成了化肥 “保供稳价”任务，为我国粮食生产提供了强有力的支持。

Gu Zongqin pointed out that since the beginning of this year, there have been two major events at home and abroad, which have profoundly affected the development of China's nitrogen fertilizer and methanol industries. First, the conflict between Russia and Ukraine caused a sharp rise in international energy and food prices and global fertilizer prices. Second, the epidemic occurs frequently in China, posing challenges to the country's economic growth and greatly affecting the normal life and work. In order to deal with the emergency, the nitrogen fertilizer industry actively responded to the national call to do everything possible to increase the nitrogen fertilizer yield, ensure the domestic fertilizer supply, and successfully completed the task of "ensuring the supply and stabilizing the price" of fertilizer, which provided a strong support for our grain production.

从会上获悉，河南心连心化学工业集团股份有限公司、江苏华昌化工股份有限公司、陕西陕化煤化工集团有限公司、山东华鲁恒升化工股份有限公司、陕西渭河重化工有限责任公司、山西天泽煤化工集团股份公司、安徽昊源化工集团有限公司、云南祥丰石化有限公司、中国石油乌鲁木齐石化分公司、四川天华股份有限公司、青海云天化国际化肥有限公司、中国石油独山子石化公司等12家企业获得2021年度合成氨行业节能先进企业称号。

It was learned from the meeting that Henan xin lianxin chemical industry group co., LTD., jiangsu huachang chemical co., LTD., shaanxi and shanxi coal chemical industry group co., LTD. Shandong hengsheng chemical co., LTD., shandong China, shaanxi weihe heavy chemical co., LTD., shanxi day ze coal chemical group co., LTD, anhui HaoYuan chemical group co., LTD., yunnan auspicious feng in urumqi petrochemical co., LTD., China's oil Sinopec Branch, Sichuan Tianhua Co., LTD., Qinghai Yuntianhua International Fertilizer Co., LTD., petrochina Dushanzi Petrochemical Co., LTD., and other 12 enterprises won the title of 2021 Advanced Energy-saving Enterprise in synthetic ammonia industry.