2009-2010年中国新型煤化工行业研究报告 >> 水清木华研究中心

　　煤化工是以煤为原料，经过化学加工使煤转化为气体、液体、固体燃料及化学品，生产出各种化工产品的工业。煤化工包括传统煤化工和新型煤化工。传统煤化工包括煤焦化、煤电石、煤合成氨（化肥）等领域，新型煤化工包括煤制烯烃、煤制天然气、煤制乙二醇和煤制油等。

　　中国油贫气少，煤炭资源丰富，适合发展煤化工产业。传统煤化工在中国发展成熟，并且近几年存在投资过热，产能过剩现象。新型煤化工处于发展初期，国务院规定开展新型煤化工示范工程建设。在政府的引导下，新型煤化工正走向产业化、规模化发展之路。

　　具体来看，煤制烯烃三个国家级示范项目已经有两个投料试车成功，正进入商业化运营阶段；煤制天然气项目正处于建设阶段，预计在2012年以后相继投产；煤制乙二醇丹化科技内蒙古通辽项目2009年试车成功，预计2010年实现商业化运营；煤制油三个项目已分别于2008年底试车成功。除了国家级示范项目外，其他投资者也在建设和规划适合的新型煤化工项目，如安徽淮化集团煤制烯烃项目，鹤壁市宝马集团公司煤制乙二醇项目等。

表：2009-2010中国新型煤化工主要项目

整理：水清木华研究中心

　　本报告深入研究了煤制烯烃、煤制天然气、煤制乙二醇、煤制油等四类新型煤化工产业，分别从下游产品市场情况、项目经济性、相关产业政策、相关企业及项目等方面对四类新型煤化工产业进行了深入分析。

Coal chemical industry is a sector with coal as the raw material which gets transformed to gas, liquid, solid fuel and chemicals through chemical processing, producing a wide range of chemical products. Coal chemical industry falls into traditional coal chemical industry and new coal chemical industry; wherein, the former consists of coal coking, coal calcium carbide, coal synthesis ammonia (fertilizer), etc, while the latter is comprised of Coal-to-Olefin, SNG, Coal-Ethylene Glycol, Coal-to-Liquids, etc.

It is suitable to develop coal chemical industry in China where coal resources abound and there is a lack of oil and natural gas. The traditional coal chemical industry of China has developed into a mature stage featured by the overheating of investments and overcapacity, while the new chemical industry is still in its early development. The State Council of the People’s Republic of China calls for carrying out the demo project construction in coal chemical industry, a move will push the new coal chemical industry towards a way of industrialization and substantial scale.

Concretely, two of the three national-level demonstration Coal-to-Olefin projects have successfully put trial production and run commercial operation. The projects concerning converting coal to natural gas is still under construction and are expected to put into production successively after 2012. In respect of Coal-Ethylene Glycol, Tongliao project of Danhua Chemical Technology finished its pilot operation in 2009, and it is expected to run into commercial operation in 2010. Moreover, three coal liquefaction projects all made success in trial running at the end of 2008. Apart from the national demo projects, other investors are constructing and planning suitable new coal chemical projects. For instance, Anhui Huainan Chemical Group’s Coal-to-Olefin project, Hebi Baoma Group’s Coal-Ethylene Glycol project, etc.

Major Projects of New Coal Chemical Industry in China, 2009-2010

	Companies	Locations of Projects	Investment (RMB bn)	Capacity	Scheduling
Coal-to-Olefin Project	Datang International Power Generation	Xilinhot City, Inner Mongolia	11.8	460,000 tons of olefin	The project started construction in 2005. In Nov.2009, polypropylene equipment finished pilot operation. In 2010, trial production is underway.
	Shenhua Group Corporation	Baotou, Inner Mongolia	12.4	600,000 tons of olefin	In Oct.2005, the project started construction. In Sep.-Dec. of 2010, it is planned to carry out test run of chemical and petrochemical equipments.
	Shenhua Ningxia Coal Industry Group	Yinchuan, Ningxia	13.2	520,000 tons of polypropylene	The construction started in 2007
SNG Project	Datang International Power Generation	Chifeng, Inner Mongolia	25.7	4 billion M3 of natural gas	The project was approved by the National Development and Reform Commission, and it is to be completed in 2012.
	Inner Mongolia Huineng Coal & Power Group	Ordos, Inner Mongolia	8.87	1.6 billion M3 of natural gas	It was approved by the National Development and Reform Commission in Dec.2009 with the construction cycle of two years.
	Datang International Power Generation	Fuxin, Liaoning	24.6	4 billion M3 of natural gas	It was approved by the National Development and Reform Commission in Mar.2010, and started construction in current month.
	Guanghui New Energy	Yiwu, Xinjiang	50	8 billion M3 of natural gas	It was approved by the National Development and Reform Commission in Mar.2010.
Coal-Ethylene Glycol Project	Danhua Chemical Technology	Tongliao, Inner Mongolia	-	200,000 tons of glycol	In Sep. 2009, it carried pilot operation, and it is expected to realize commercial operation in 2010.
	Shandong Hualu Hengsheng Group		0.45	50,000 tons of glycol	The board passed the proposals of the project in Feb. 2010.
	Hebi Baoma Group	Hebi, Henan	-	200,000 tons of glycol	It started construction in Jan.2010
	Kailuan Group	Erdos, Inner Mongolia	-	2×200,000 tons of glycol	The construction started in Oct.2009, and it is to be completely finished and put into production in 2013.
coal-to-liquids Project	Shenhua Group Corporation	Erdos, Inner Mongolia	12.6	3.2 million tons of coal-to-liquids	The construction of the project finished at the end of 2008.
	Shanxi Lu'an Group	Tunliu, Shanxi	1.9	160,000 tons of coal-to-liquids	The construction ended at the end of 2008.
	Inner Mongolia Yitai Group	Zhungeer, Inner Mongolia	2.5	160,000-180,000 tons of coal-to-liquids	The construction ended at the end of 2008.
	Yanzhou Coal Mining	Yulin,Shanxi	13.5	1 million tons of coal-to-liquids	The construction of the project is to be finished during 2010-2011.

Source: ResearchInChina

The report gives an in-depth study on 4 types of new coal chemical industries including Coal-to-Olefin, SNG, Coal-Ethylene Glycol and coal-to-liquids in the aspects of the marketing of downstream products, project economics, related industry policies, enterprises and projects concerned, etc.

第一章新型煤化工行业概述
1.1新型煤化工界定
1.2中国发展新型煤化工具有合理性
1.2.1缓解能源储量结构矛盾
1.2.2传统煤化工产能过剩
1.2.3新型煤化工发展得到支持
1.3煤气化：煤化工的核心技术

第二章煤制烯烃产业分析
2.1烯烃市场概况
2.2煤制烯烃产业发展情况
2.3煤制烯烃经济性
2.4相关企业及其煤制烯烃项目
2.4.1大唐国际发电股份有限公司
2.4.2神华集团有限责任公司
2.4.3神华宁夏煤业集团
2.4.4其他公司

第三章煤制天然气产业分析
3.1中国天然气供需情况
3.2煤制天然气介绍
3.2.1煤制天然气能耗、水耗及CO2排放
3.2.2天然气涨价利好煤制天然气项目
3.3煤制天然气发展情况
3.4相关企业及其煤制天然气项目
3.4.1大唐国际
3.4.2内蒙古汇能煤电集团有限公司
3.4.3广汇新能源有限公司
3.4.4其他公司

第四章煤制乙二醇产业分析
4.1乙二醇行业简介
4.1.1全球乙二醇供需情况
4.1.2中国乙二醇供需情况
4.2煤制乙二醇发展情况
4.3煤制乙二醇经济性
4.4相关企业及其煤制乙二醇项目
4.4.1丹化化工科技股份有限公司
4.4.2山东华鲁恒升化工股份有限公司
4.4.3其他公司

第五章煤制油产业分析
5.1中国煤制油产业发展情况
5.1.1中国能源战略
5.1.2中国煤制石油政策
5.1.3煤制油项目
5.2煤制油经济性分析
5.3相关企业及其煤制油项目
5.3.1神华集团
5.3.2内蒙古伊泰集团有限公司
5.3.3山西潞安集团
5.3.4兖矿集团

1. Overview of New Coal Chemical Industry
1.1 Definition of New Coal Chemical
1.2 Rationality for China to Develop New Coal Chemical Industry
1.2.1 Reliving Structural Contradiction of Energy Reserves
1.2.2 Overcapacity of Traditional Coal Chemical Industry
1.2.3 National Support for the Development of New Coal Chemical Industry
1.3 Coal Gasification: Core Technology of Coal Chemical Industry

2. Coal-to-Olefin Industry
2.1 Olefin Market Overview
2.2 Development of Coal-to-Olefin Industry
2.3 Economical Efficiency of Coal-to-Olefin
2.4 Related Enterprises and Coal-to-Olefin Projects
2.4.1 Datang International Power Generation
2.4.2 Shenhua Group Corporation Limited
2.4.3 Shenhua Ningxia Coal Industry Group
2.4.4 Others

3. SNG Industry
3.1 Supply & Demand of Natural Gas in China
3.2 Introduction to SNG
3.2.1 Energy Consumption, Water Consumption and CO2 Emission of SNG
3.2.2 Favor of Rising Natural Gas Price for SNG Project
3.3 Development of SNG
3.4 Related Enterprises and SNG Projects
3.4.1 Datang International Power Generation
3.4.2 Inner Mongolia Huineng Coal & Power Group
3.4.3 Guanghui New Energy
3.4.4 Others

4. Coal-Ethylene Glycol Industry
4.1 Profile of Ethylene Glycol Industry
4.1.1 Supply & Demand of Ethylene Glycol Worldwide
4.1.2 Supply & Demand of Ethylene Glycol in China
4.2 Development of Coal-Ethylene Glycol
4.3 Economical Efficiency of Coal-Ethylene Glycol
4.4 Related Enterprises and Coal-Ethylene Glycol Projects
4.4.1 Danhua Chemical Technology
4.4.2 Shandong Hualu Hengsheng Group
4.4.3 Others

5. Coal-to-liquids Industry
5.1 Development of coal-to-liquids Industry in China
5.1.1 Energy Strategy of China
5.1.2 Coal-to-Liquid Policy of China
5.1.3 Coal-to-liquid Projects
5.2 Economical Efficiency of Coal-to-liquid
5.3 Related Enterprises and Coal-to-liquid Projects
5.3.1 Shenhua Group Corporation Limited
5.3.2 Inner Mongolia Yitai Group
5.3.3 Shanxi Lu'an Group
5.3.4 Yanzhou Coal Mining

表：2001-2009年中国能源消费总量与结构
图：1999-2009年中国原油产量、消费量及进口依存度
图：2003-2009年中国煤和原油等效热值价格比
表：2008年中国传统煤化工产品产能利用率
表：中国与国外煤气化技术参数比较
表：2007、2012年全球乙烯产能及需求/预测
图：2001-2010年中国乙烯产量
图：2003-2010年中国乙烯和丙烯自给率
图：2005-2009年煤制烯烃和石油制烯烃原料价格比较
表：2007-2009年大唐国际经营情况
表：大唐国际煤制烯烃项目信息
表：神华集团包头煤制烯烃项目信息
表：神华宁煤煤制烯烃项目信息
表：安徽淮化集团煤制烯烃项目产品信息
表：神华陶氏化学煤制烯烃项目产品信息
图：2009年全球天然气储量排行
表：中国天然气五大产区
图：2000-2009年中国天然气生产和消费
表：2020年天然气需求量、产量、进口量及缺口预测
图：2008年中国和世界一次能源结构比较
表：不同种类煤化工产品能源利用效率
表：不同种类煤化工产品水耗比较
表：不同种类煤化工产品CO2排放比较
表：天然气价格组成及定价方式
表：2008年中国各主要气田天然气出厂价
表：2008年中国中短距离天然气管道运输费用
表：2008年西气东输天然气管线到各省的运输费用
表：2008年中国各主要城市天然气销售价格
表：国产陆上天然气出厂（或首站）基准价格调整表
表：中国煤制天然气项目统计
表：大唐国际赤峰克旗煤制天然气项目
表：大唐国际辽宁阜新煤制天然气项目信息
表：汇能集团煤制天然气项目产品开发
表：广汇新能源伊吾县煤制天然气项目信息
表：神华集团煤制天然气项目信息
表：华能集团煤制天然气项目信息
表：新汶矿业集团煤制天然气项目信息
表：庆华集团煤制天然气项目信息
表：中电投两大煤制天然气项目信息
图：2009年中国乙二醇下游消费结构
图：2001-2009年乙二醇下游聚酯产量变化
图：2000-2009年中国乙二醇表观消费量
图：2000-2009年中国乙二醇生产量
表：2008年中国乙二醇生产企业及生产能力
图：2006-2009年中国乙二醇进口量和进口依存度
图：2002-2008年进口和国内乙二醇价格比较
图：2007-2010年丹化科技营业收入和总利润
图：2007-2010年华鲁恒升营业收入和利润总额
图：2009年华鲁恒升（分产品）收入构成
表：2009年中国石化能源储产比
图：2000-2009年中国石油储产比变动趋势
表：中国煤制油项目
表：炼油厂制油和煤制油单位产品投资比较
表：煤价变动时煤制油项目所对应的原油价格
表：内蒙古伊泰集团煤制油吨油耗煤、耗水及耗电
表：内蒙古伊泰集团煤制油一期项目信息
表：兖矿集团煤制油示范项目信息

Energy Consumption and Structure of China, 2001-2009
Output, Consumption and Import Dependency of Crude Oil of China, 1999-2009
Price Ratio of Coal and Crude Oil with Equivalent Heat Value in China, 2003-2009
Capacity Utilization of Traditional Coal Chemicals in China, 2008
Technical Parameters of Coal Gasification: China vs. Foreign Countries
Output Capacity & Demand of Ethylene Worldwide, 2007 vs.2012E
Output of Ethylene in China, 2001-2010
Self-Sufficiency Rate of Ethylene and Propylene in China, 2003-2010
Raw Material Prices of Coal-to-Olefin and Oil-to-Olefin, 2005-2009
Operation of Dating International Power Generation, 2007-2009
Coal-to-Olefin Projects of Datang International Power Generation
Coal-to-Olefin Projects of Shenhua Group Corporation in Baotou
Coal-to-Olefin Projects of Shenhua Ningxia Coal Industry Group
Products of Coal-to-Olefin Projects of Anhui Huinan Chemical Group
Products of Coal-to-Olefin Projects of Shenhua Dow Chemical
Ranking of Natural Gas Reserves Worldwide, 2009
5 Main Natural Gas Production Areas in China
Production and Consumption of Natural Gas in China, 2000-2009
Demand, Output, Import Volume and Supply Gap of Natural Gas, 2020E
Primary Energy Structure: China vs. Other Countries, 2008
Energy Efficiency of Various Coal Chemicals
Water Consumption of Various Coal Chemicals
CO2 Emission of Various Coal Chemicals
Price Constitution and Pricing Mode of Natural Gas
Factory Price of Natural Gas in Major Gas Fields of China, 2008
Transportation expense of Medium-and Short-Distance Natural Gas Pipeline in China, 2008
Transportation Expense of West-East Gas Pipeline to Each Province，2008
Sales Price of Natural Gas in Major Cities of China, 2008
List of Adjustments in Ex-factory Benchmark Price of On-shore Natural Gas Made in China
Coal-to-Natural Gas Projects of China
Coal-to-Natural Gas Project of Datang International (Chifeng)
Coal-to-Natural Gas Project of Datang International (Fuxin of Liaoning)
Product Development of Coal-to-Natural Gas Project of Inner Mongolia Huineng Coal & Power Group
Coal-to-Natural Gas Project of Guanghui New Energy
Coal-to-Natural Gas Project of Shenhua Group Corporation
Coal-to-Natural Gas Project of China Huaneng Group
Coal-to-Natural Gas Project of Xinwen Mining Group
Coal-to-Natural Gas Project of Inner Mongolia Qinghua Group
Two Coal-to-Natural Gas Projects of China Power Investment Corporation
Downstream Consumption Structure of Ethylene Glycol in China, 2009
Output of Polyester in the Downstream of Ethylene Glycol, 2001-2009
Apparent Consumption of Ethylene Glycol in China, 2000-2009
Production Capacity of Ethylene Glycol in China, 2000-2009
Manufacturing Enterprises and Production Capacity of Ethylene Glycol in China, 2008
Import Volume and Import Dependency of Ethylene Glycol of China, 2006-2009
Prices of Imported Ethylene Glycol and Ethylene Glycol Made in China, 2002-2008
Operating Income and Total Profit of Danhua Chemical Industry, 2007-2010
Operating Income and Total Profit of Shandong Hualu Hengsheng Group, 2007-2010
Revenue Structure of Shandong Hualu Hengsheng Group by Product, 2009
Reserves-Production Ratio of Energy of Sinopec, 2009
Change of Reserves-Production Ratio of Petroleum in China, 2000-2009
Coal-to-liquid Projects in China
Investment of Oil Refineries in Unite Product of Coal-to-liquid and Oil Making
Crude Oil Price of Coal-to-liquid Project Responding to the Coal Price Fluctuation
Consumption of Coal, Water and Electric Power for Per Ton of Coal-to-liquid of Inner Mongolia Yitai Group
Coal-to-liquid Projects (Phase I) of Inner Mongolia Yitai Group
Coal-to-liquid Demonstration Projects of Yanzhou Coal Mining