2011年中国新型煤化工行业研究报告 >> 水清木华研究中心

　　中国是个贫油少气，煤炭资源相对丰富的国家。2010年底，中国煤炭储量1145亿吨，占能源总储量的93.3%。所以在高油价背景下，发展煤化工、减少原油进口依存度，正日益成为中国的战略选择。

　　“十二五”期间，中国将在煤炭液化、煤制天然气、煤制烯烃、煤制合成氨—尿素、煤制乙二醇、低阶煤提质、煤制芳烃等七大领域安排重大示范项目。而以煤制油、煤制烯烃、煤制乙二醇、煤制天然气为代表的新型煤化工在国家政策和市场利好等刺激下，近年来拟/在建项目较多，已呈现出发展过热的现象，未来或将面临产能过剩的风险。

表：截至2011年8月中国新型煤化工发展计划

整理：水清木华研究中心

　　目前，中国煤气化技术和合成气制甲醇技术的应用都已经比较成熟，甲醇制烯烃技术经过多年的发展，在理论上和实验装置上也已经比较完善。神华集团包头煤制烯烃项目、神华宁煤煤基烯烃项目已正式商业化运营。截至2011年8月，中国共有在建、拟建以及处于规划阶段的煤制烯烃项目29个，烯烃产能合计超过2000万吨/年，总投资将超过6300亿元。

　　中国煤制天然气技术较为成熟，前景可观。目前，内蒙古和新疆的煤制每立方米气成本在1.0-1.5元左右，加上灌输费用价格为2.0-2.5元左右，而西气东输二线城市门站平均价格为3.28元。“十二五”期间，中国煤制天然气项目将主要分布在山西、陕西、内蒙古西部、新疆、蒙东和云贵地区。中国在建、拟建以及处于规划阶段煤制天然气项目产能累计达1500亿立方米以上。如神华集团鄂尔多斯20亿立方米煤制天然气项目，大唐发电40+40亿立方米煤制天然气项目。

　　中国煤制乙二醇尚未完整实现工业化，最先投入煤制乙二醇的丹化科技由于没能解决催化剂吸附问题开工率只能维持在30%左右。但由于乙二醇市场成熟价格较高，解决了技术上的难关后，煤制乙二醇盈利前景仍然良好。目前规划中的煤制乙二醇项目产能超过300万吨，总投资超过500亿元。如河南煤化集团的5×20万吨煤制乙二醇项目，延长石油集团80万吨煤制乙二醇项目。

　　中国各地发展煤制油的热情都很高，凡是有煤炭资源的省份都纷纷开展大型煤制油项目前期研究和规划及集资建设。神华集团在直接煤液化方面具有较大的领先优势，其内蒙古煤制油项目一期产能100万吨/年，实际开工率为80%。目前，中国预期产业化的煤制油项目有9个，规模达年产3820万吨，投资额达3800亿元左右。

China is poor in oil and gas but relatively rich in coal. At the end of 2010, China’s coal reserves were 114.5 billion tons, accounting for 93.3% of its total energy reserves. Therefore, while oil prices hover high, the development of coal chemical industry to reduce dependence on crude oil imports is becoming a strategic choice of China.

During the "Twelfth Five-Year" period (2011-2015), China will launch major demonstration projects in seven areas, namely, coal liquefaction, coal-to-gas, coal-to-olefins, coal-to-ammonia/urea, coal-to-glycol, low-rank coal upgrading, and coal-to-aromatics. Stimulated by national policies and favorable market conditions, there have been many projects under construction or planning in the new coal chemical industry represented by coal-to-oil, coal-to-olefins, coal-to-glycol, and coal-to-gas in recent years, presenting overheated development at present or perhaps the risk of overcapacity in the future.

Development Plan of New Coal Chemical Industry in China as of Aug.2011

Source: ResearchInChina

The application of coal gasification technology and syngas-to-methanol technology has been mature at present, and the methanol-to-olefins technology has been improved in both theory and experimental equipment after years of development. Shenhua Group has started the commercial operation of its Baotou Coal-to-olefins Project and Shenning Coal-based Olefin Project. As of August 2011, there are 29 coal-to-olefins projects under construction or planning in China, with total olefin capacity of over 20 million tons per year and total investment of over RMB 630 billion.

The coal-to-gas technology is quite mature and promising in China. At present, the cost of coal-made natural gas is about RMB1.0-1.5 per m3 in Inner Mongolia and Xinjiang, and plus the filling and transmission cost, the price is about RMB2.0-2.5, while the average price in the second-tier cities covered by the West-East natural gas transmission project is RMB3.28. During 2011-2015, China’s coal-to-gas projects will be mainly located in Shanxi, Shaanxi, western Inner Mongolia, Xinjiang, eastern Inner Mongolia, Yunnan and Guizhou. The coal-to-gas projects under construction or planning have a total capacity of above 150 billion m3, including the Ordos 2 billion m3 coal-to-gas project of Shenhua Group and the 4+4 billion m3 coal-to-gas project of Datang International Power Generation Co., Ltd.

Coal-to-glycol hasn’t achieved complete industrialization in China. Danhua Chemical Technology Co., Ltd. is the first Chinese enterprise engaged in coal-to-glycol, but fails to solve the catalyst absorption problem, and only maintains an operating rate of about 30%. However, due to high prices of glycol, the profitability of coal-to-glycol will still be good after the technical difficulties are solved. The coal-to-glycol projects under planning have a capacity of over 3 million tons and total investment of over RMB50 billion, including the 5×200,000 tons coal-to-glycol project of Henan Coal Chemical Industry Group and the 800,000 tons coal-to-glycol project of Shaanxi Yanchang Petroleum Group.

Coal-to-oil is booming in China. Pre-construction studies, planning, fundraising and construction of large coal-to-oil projects have been carried out in provinces with coal resources. Shenhua Group has leading advantages in direct coal liquefaction, and the first phase of its Inner Mongolia coal-to-oil project has an annual capacity of 1 million tons and an actual operating rate of 80%. At present, there is expected to be nine coal-to-oil projects in China, with annual capacity of 38.2 million tons and total investment of around RMB380 billion.

第一章新型煤化工行业概述
1.1 新型煤化工界定
1.2 发展新型煤化工的意义
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
2.1.1 乙烯
2.1.2 丙烯
2.2 煤制烯烃技术现状
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 神华集团
2.4.2 大唐发电
2.4.3 安徽淮化集团有限公司
2.4.4 蒲城清洁能源化工有限责任公司
2.4.5 大同煤矿集团有限责任公司

第三章煤制天然气产业分析
3.1 中国天然气供需情况
3.1.1 天然气供给
3.1.2 天然气需求
3.2 煤制天然气介绍
3.2.1 煤制天然气能耗分析
3.2.2 煤制天然气水耗分析
3.2.3 煤制天然气CO2排放分析
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 神华集团
3.4.2 大唐发电
3.4.3 新汶矿业集团
3.4.4 华能集团

第四章煤制乙二醇产业分析
4.1 乙二醇行业简介及工艺
4.2 全球乙二醇供需情况
4.2.1 生产情况
4.2.2 需求情况
4.3 中国乙二醇供需情况
4.3.1 生产情况
4.3.2 消费情况
4.4 中国煤制乙二醇发展情况
4.5 相关企业及其煤制乙二醇项目
4.5.1 丹化科技
4.5.2 河南煤化集团
4.5.3 中国华电
4.5.4 延长石油集团

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 中国煤制油政策
5.2 中国煤制油经济性分析
5.3 中国煤制油发展情况
5.4 相关企业及其煤制油项目
5.4.1 神华集团
5.4.2 内蒙古伊泰集团有限公司
5.4.3 山西潞安集团
5.4.4 兖矿集团

1. Overview of New Coal Chemical Industry
1.1 Definition
1.2 Significance
1.2.1 Ease the Conflicts in Structure of Energy Reserves
1.2.2 Address the Overcapacity of Traditional Coal Chemical Industry
1.2.3 Support the Development of New Coal Chemical Industry
1.3 Coal Gasification: Core Technology of Coal Chemical Industry

2. Coal-to-olefins Industry
2.1 Olefin Market Overview
2.1.1 Ethylene
2.1.2 Propylene
2.2 Coal-to-olefins Technology
2.3 Economic Performance of Coal-to-olefins
2.4 Related Enterprises and Their Coal-to-olefins Projects
2.4.1 Shenhua Group Corporation Limited
2.4.2 Datang International Power Generation Co., Ltd.
2.4.3 Anhui Huainan Chemical Group Co., Ltd.
2.4.4 Pucheng Clean Energy Chemical Co., Ltd.
2.4.5 Datong Coal Mine Group Co., Ltd.

3. Coal-to-gas Industry
3.1 Natural Gas Supply and Demand in China
3.1.1 Supply
3.1.2 Demand
3.2 Introduction to Coal-to-Gas
3.2.1 Energy Consumption
3.2.2 Water Consumption
3.2.3 CO2 Emissions
3.3 Development of Coal-to-gas
3.4 Related Enterprises and Their Coal-to-gas Projects
3.4.1 Shenhua Group Corporation Limited
3.4.2 Datang International Power Generation Co., Ltd.
3.4.3 Shandong Energy Xinwen Mining Group Co., Ltd.
3.4.4 China Huaneng Group

4. Coal-to-glycol Industry
4.1 Overview and Technology of Glycol Industry
4.2 Global Glycol Supply and Demand
4.2.1 Production
4.2.2 Demand
4.3 Glycol Supply and Demand in China
4.3.1 Production
4.3.2 Consumption
4.4 Development of Coal-to-glycol in China
4.5 Related Enterprises and Their Coal-to-glycol Projects
4.5.1 Danhua Chemical Technology Co., Ltd.
4.5.2 Henan Coal Chemical Industry Group Co., Ltd.
4.5.3 China Huadian Corporation
4.5.4 Shaanxi Yanchang Petroleum (Group) Corp. Ltd.

5. Coal-to-oil Industry
5.1 Development of Coal-to-oil Industry in China
5.1.1 Energy Strategy of China
5.1.2 Coal-to-oil Policy of China
5.2 Economic Performance of Coal-to-oil in China
5.3 Development of Coal-to-oil in China
5.4 Related Enterprises and Their Coal-to-oil Projects
5.4.1 Shenhua Group Corporation Limited
5.4.2 Inner Mongolia Yitai Group Co., Ltd.
5.4.3 Shanxi LuAn Group
5.4.4 Yankuang Group

表：2001-2010年中国能源消费总量与结构（单位：十亿吨标准煤）
图：2001-2011年6月中国原油产量、消费量及进口依存度
表：2020年中国原油对外依存度预测
图：2004-2011年原油、天然气和煤炭等热值价格比较
表：2010年中国传统煤化工产品产能利用率
表：中国主要地区新型煤化工发展计划
表：中国与国外煤气化技术参数比较
图：2001-2011年上半年中国乙烯产量
图：2008-2011年上半年中国乙烯表观消费量
图：2009-2011年中国乙烯出厂价
图：2009-2011年中国丙烯出厂价
图：2010年中国丙烯消费结构
图：2000-2010年中国聚丙烯产量及消费量
表：中国与国外煤制烃烯技术对比分析
图：2003-2011年中国煤制烯烃和石油制烯烃原料价格比较
表：年产60万吨煤制乙烯和年产120万吨原油制乙烯三废排放比较
表：中国大型煤制烯烃项目
表：2010-2011年8月中国拟在建煤制烯烃项目
表：神华包头煤制烯烃项目设计产能
表：神华宁煤煤基烯烃项目设计产能
表：神华陶氏化学榆林煤制烯烃项目设计产能
表：神华陕西甲醇下游加工项目设计产能
图：2006-2010年大唐发电营业收入与利润总额
图：2010年大唐发电营业收入结构（分产品）
图：2011年大唐发电资金使用计划（分项目）
表：大唐发电多伦煤化工项目设计产能
表：安徽淮化集团煤制烯烃项目设计产能
表：PCEC煤制烯烃项目设计产能
图：2009年全球天然气储量排行(单位：万亿立方米)
表：中国天然气五大产区
图：2001-2011年上半年中国天然气生产和消费
表：2020年中国天然气需求量、产量、进口量及缺口预测
图：2010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：截至2011年8月中国拟在建煤制天然气项目
表：神华集团鄂尔多斯煤制天然气项目设计产能
图：内蒙古大唐国际克旗煤制天然气有限公司股权结构
表：新汶矿业煤制天然气项目设计产能
图：2000-2009年中国乙二醇生产量
图：2000-2010年中国乙二醇进口量及对外依存度
图：2009年中国乙二醇下游消费结构
图：2000-2009年中国乙二醇消费量
图：截至2011年8月中国煤制乙二醇项目
图：2006-2011年上半年丹化科技营业收入与利润总额
图：2002-2009年中国华电主营业务收入
图：2005-2010年延长石油集团主营业务收入
表：2010年中国石化能源储产比
图：2000-2010年中国石油储产比变动趋势
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
图：截至2011年8月中国煤制油项目
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, 2001-2010
Output, Consumption and Import Dependence of Crude Oil in China, 2001-Jun.2011
Crude Oil Import Dependence of China, 2020E
Price Comparison among Crude Oil, Natural Gas and Coal with Equivalent Heat Value, 2004-2011
Capacity Utilization of Traditional Coal Chemicals in China, 2010
Development Plans of New Coal Chemicals in China by Region
Technical Parameters of Coal Gasification: China vs. Foreign Countries
Output of Ethylene in China, 2001-2011H1
Apparent Consumption of Ethylene in China, 2008-2011H1
Factory Price of Ethylene in China, 2009-2011
Factory Price of Propylene in China, 2009-2011
Propylene Consumption Structure in China by Product, 2010
Output and Consumption of Polypropylene in China, 2000-2010
Comparison between Chinese and Foreign Coal-to-olefin Technologies
Raw Material Prices of Coal-to-Olefin and Oil-to-Olefin in China, 2003-2011
Waste Discharge Comparison between Coal-to-Olefin (with Annual Output of 600,000 tons) and Oil-to-Olefin (with Annual Output of 1.2 million tons)
Large-scale Projects of Coal-to-Olefin in China
Coal-to-Olefin Projects under Construction/Planning in China, 2010-Aug.2011
Design Capacity of Shenhua Baotou Coal-to-Olefin Project
Design Capacity of Shenhua Shenning Coal-to-Olefin Project
Design Capacity of Shenhua-Dow Chemical Yulin Coal-to-Olefin Project
Design Capacity of Shenhua Shaanxi Methanol Downstream Processing Project
Operating Revenue and Total Profit of Datang Power Generation, 2006-2010
Operating Revenue Structure of Datang Power Generation by Product, 2010
Fund Use Plans of Datang Power Generation by Project, 2011
Design Capacity of Datang Duolun Coal Chemical Project
Design Capacity of Anhui Huainan Chemical Group Coal-to-Olefin Project
Design Capacity of PCEC Coal-to-Olefin Project
Ranking of Natural Gas Reserves Worldwide, 2009
Five Main Natural Gas Production Areas in China
Production and Consumption of Natural Gas in China, 2001-2011H1
Demand, Output, Import Volume and Supply Gap of Natural Gas in China, 2020E
Primary Energy Structure: China vs. Other Countries, 2010
Comparison of Coal Chemicals by Energy Efficiency
Comparison of Coal Chemicals by Water Consumption
Comparison of Coal Chemicals by CO2 Emission
Coal-to-Gas Projects under Construction/Planning in China as of Aug.2011
Design Capacity of Shenhua Ordos Coal-to-Natural Gas Project
Ownership Structure of Datang International Keshiketeng Coal-to-Natural Gas Co., Ltd.
Design Capacity of Xinwen Mining Group Coal-to-Natural Gas Project
Output of Glycol in China, 2000-2009
Import Volume and Import Dependence of Glycol in China, 2000-2010
Consumption Structure of Glycol in China, 2009
Consumption of Glycol in China, 2000-2009
Coal-to-glycol Projects in China as of Aug.2011
Operating Revenue and Total Profit of Danhua Chemical Technology, 2006-2011H1
Operating Revenue of China Huadian Corporation, 2002-2009
Operating Revenue of Yanchang Petroleum, 2005-2010
Petrochemical Reserves-Production Ratio of China, 2010
Change in Reserves-Production Ratio of Petroleum in China, 2000-2010
Comparison between Oil Refinery Oil Making and Coal-to-oil by Unit Product Investment
Crude Oil Price of Coal-to-oil Project Responding to the Coal Price Fluctuation
Coal-to-oil Projects in China as of Aug.2011
Consumption of Coal, Water and Electric Power Per Ton of Coal-to-oil of Inner Mongolia Yitai Group
Coal-to-oil Project (Phase I) of Inner Mongolia Yitai Group
Coal-to-oil Demonstration Project of Yankuang Group