环氧乙烷产能即将集中释放
Ethylene oxide production capacity will be released centrally soon
8月25～26日，在杭州召开的全国环氧及衍生物可持续发展(三江)论坛上，行业专家表示，得益于近两年市场价格和企业利润率上升，加之行业景气度提高，我国环氧乙烷产能迅速扩张，新增产能即将集中释放。为避免恶性竞争的出现，环氧产业应该调整好区域布局，并引导下游产业走向高端化、精细化。
On August 25th to 26th, in Hangzhou held the national epoxy and derivatives sustainable development (Sanjiang) forum, industry experts said that thanks to the recent two years of market price and enterprise profit rate rise, coupled with industry prosperity, China's ethylene oxide production capacity rapidly expanded, new capacity will be concentrated release. In order to avoid the emergence of vicious competition, the epoxy industry should adjust the regional layout, and guide the downstream industry to high-end and refined.
全国环氧及衍生物可持续发展合作论坛执行主席顾其昌认为，今年整个石油和化工行业的运行状况不容乐观，叠加环氧乙烷新增产能即将集中释放，环氧产业一定要“稳”字当头，下游衍生物企业则要加快转型升级步伐。
Gu Qichang, executive chairman of the National Cooperation Forum on Sustainable Development of Epoxy and Derivatives, believes that the operation of the whole petroleum and chemical industry is not optimistic this year, and the new production capacity superimposed with ethylene oxide will be released centrally. The epoxy industry must take the word "stable" as the head, while downstream derivative enterprises should accelerate the pace of transformation and upgrading.
全国环氧及衍生物可持续发展合作论坛副秘书长杨斌介绍，我国环氧乙烷产业目前整体产能过剩，行业开工率较低，下游需求乏力。而今年四季度环氧乙烷产业仍面临新增产能集中释放的严峻形势，仅三江化工、卫星化学、海南炼化、盛虹炼化4家就累计新增产能160万吨/年，局部地区环氧乙烷产能将严重过剩。考虑到运输半径问题，他建议企业认真分析目前各区域已有产能状况，调整好区域布局，引导环氧乙烷下游向高端化发展，加快开拓非离子表面活性剂、乙醇胺及聚醚多元醇等应用领域。
Yang Bin, deputy secretary-general of the National Epoxy and Derivatives Sustainable Development Cooperation Forum, said that China's ethylene oxide industry is currently suffering from overall overcapacity, low industry operating rate and weak downstream demand. In the fourth quarter of this year, the ethylene oxide industry is still facing the severe situation of concentrated release of new production capacity. Only Sanjiang Chemical, Satellite Chemical, Hainan Refining and Chemical, Shenghong Refining and Chemical have accumulated new production capacity of 1.6 million tons/year, and the ethylene oxide capacity in some areas will be seriously excess. Considering the issue of transport radius, he suggested that enterprises carefully analyze the existing production capacity in various regions, adjust the regional layout, guide the downstream of ethylene oxide to high-end development, and accelerate the development of non-ionic surfactant, ethanolamine and polyether polyol and other application fields.
三江化工有限公司董事长管建忠认为，今年受疫情多点散发及俄乌冲突影响，国内市场需求持续走弱，环氧产业各类产品价格已跌至历史最低。预计未来几年行业将进入新产能消化及结构小幅调整的新周期，各工艺之间也将出现更加白热化的竞争，环氧产业应加快淘汰落后产能，等待需求持续增长来逐步消化新增产能。
Guan Jianzhong, chairman of Sanjiang Chemical Co., LTD., believed that this year, due to the spread of the epidemic and the impact of the Russia-Ukraine conflict, the domestic market demand continues to weaken, and the prices of various products in the epoxy industry have fallen to the lowest in history. It is expected that in the next few years, the industry will enter a new cycle of new capacity digestion and small structural adjustment, and there will be more white-hot competition between various processes. The epoxy industry should accelerate the elimination of backward capacity and wait for the continuous growth of demand to gradually digest the new capacity.
石油和化学工业规划院副院长郑宝山指出，低端过剩、高端短缺的结构性矛盾也是环氧产业一直存在的突出问题，优化传统产品结构、淘汰落后产能是该产业发展的必由之路。目前，环氧乙烷下游的化工新材料和专用化学品国内市场长期供给不足，有些产品甚至严重依赖进口。未来，这些产业将继续快速发展，并成为驱动环氧产业向高端转型的中坚力量。
Zheng Baoshan, vice president of the Academy of Petroleum and Chemical Industry Planning, pointed out that the structural contradiction of low-end surplus and high-end shortage is also a prominent problem in the epoxy industry. Optimizing the structure of traditional products and eliminating backward production capacity is the only way for the development of the industry. At present, ethylene oxide downstream of the new chemical materials and special chemicals in the domestic market for a long time in short supply, some products even rely heavily on imports. In the future, these industries will continue to develop rapidly and become the backbone driving the epoxy industry to high-end transformation.
中国科学院大连化学物理研究所研究员丁云杰提出，为了减少在低端领域的无序竞争，环氧乙烷企业应该加大创新力度，开发具有更高附加值的下游产品，如利用乙醇胺临氢氨化制备乙撑胺，利用聚醚多元醇连续胺化生产聚醚胺等。
Dalian institute of chemical physics, Chinese Academy of Sciences researcher yun-jie ding is put forward, in order to reduce the disorderly competition in the field of low-end, epoxy ethane enterprises should increase the intensity of innovation, development of downstream products with higher added value, such as in the use of ethanol amine hydrogen ammoniation preparation ethylene amines, using the polyether polyols for amination production polyether amine etc.
三江化工副总经理丁嵘国认为，我国环氧乙烷及其精深加工产业的发展必须转变增长方式、调整产业结构、激活发展动能。环氧乙烷下游行业中，减水剂行业应向规模化、清洁化、自动化方向发展;非离子表面活性剂行业应向高端化、绿色化、功能化方向发展。目前全球环氧乙烷下游产品已有5000多种，而我国仅有几百种，有很多小品种尚待开发。
Ding Rongguo, deputy general manager of Sanjiang Chemical, believes that the development of China's ethylene oxide and its intensive processing industry must change the growth mode, adjust the industrial structure, and activate the development momentum. In the downstream industry of ethylene oxide, water reducing agent industry should develop towards large-scale, clean and automatic direction; Non-ionic surfactant industry should be high-end, green, functional direction development. At present, there are more than 5000 downstream products of ethylene oxide in the world, and there are only hundreds in our country, many small varieties still to be developed.
