21.5 trillion! Has the direction of the chemical industry changed?
Expanding investment in 2023 will still be the most important task for stabilizing economic growth.
Recently, many places have released investment lists of major projects in 2023. As of February 12, they include Shanghai, Tianjin, Hebei, Jiangsu, Sichuan, Shandong, Guangdong, and Fujian. Provinces such as Ningxia and Ningxia have released a list of key project investment plans for 2023, with a total of 7,652 projects, a total investment of 21.5 trillion yuan, and a total annual planned investment of 3,357.067 billion yuan. Judging from the list of investment projects, new and old infrastructure investments work together, covering areas such as infrastructure, artificial intelligence, information intelligence, and new materials.
It is worth noting that Shandong and Jiangsu, the two major chemical industry provinces, have revealed signals of change. Among the 1,400 projects announced by Shandong Province, there are only 79 projects related to chemical industry, year-on-year in 2022 104, a significant decrease of 31.65%. As for Jiangsu, there are as many as 264 major projects in Jiangsu in 2023, of which only 22 are related to chemical industry , The types of chemical projects involved are new materials and chemical industries, The number of projects is obviously smaller than that of Shandong Province.
This together reveals four signals: 1. The threshold for chemical projects is getting higher and higher; 2. The transformation and upgrading of the chemical industry has a long way to go. ; 3. The model of driving the industry with chemical projects will become a thing of the past; 4. The focus of chemical industry will shift to the high-end chemical industry, especially the new materials sector.
Shandong: Highlight green and low-carbon orientation, strict review of chemical projects
Shandong Province has identified a total of 2,002 key projects in 2023, including 1,400 provincial key projects with a total investment of 1.09 trillion yuan; and 602 major provincial projects with a total investment of 2.5 trillion yuan. Concentrated projects cover industrial upgrading, infrastructure, platform construction, people’s livelihood security, etc., electronic information, high-end equipment, new energy, new materials, biomedicine, etc.Industrial projects exceed 60%.
*Illustration of major projects in Shandong in 2023From the list of key projects in 2023, we can see several changes and trends in Shandong Chemical Industry in the future. ▶▶The scale of key chemical projects is lower than that of 2022Among the 1,400 projects announced by Shandong Province, only 79 are chemical-related projects ,104 compared to the same period in 2022, a significant decrease of 31.65%.
*List of key chemical projects of Shandong Chemical Industry in 2023 (compiled from Pingtou Ge of Chemical Industry)
This is consistent with the instructions previously issued by Shandong to improve the review and approval requirements for chemical projects, which shows that it is now more difficult and more stringent for Shandong (and even the country) to enter chemical projects.
At the same time, it also shows that Shandong is determined to systematically carry out special actions for the transformation and upgrading of safety production in the chemical industry in response to shortcomings such as short industrial chains, low product levels, and high pressure on safety and environmental protection, with high-end, green, and intelligent as the main directions. Achieve results.
▶▶Key chemical projects are mainly concentrated in Zibo, Heze, Binzhou and DongyingAccording to the distribution of 79 key chemical projects in Shandong Province in 2023,Among them, there are 12 key chemical projects invested and constructed in Zibo and Heze, There are 10 chemical projects invested and constructed in Weifang, and 10 chemical projects invested and constructed in Binzhou. There are 9 chemical projects built. Heze, Zibo, Weifang, Binzhou and Dongying City are key chemical project cities in Shandong Province in 2023.
In 2022, Shandong’s key chemical projects will be in Yantai. Yantai, Shandong Province has the Yulong Island refining and chemical integration project with a total investment of over 100 billion yuan, which is being steadily constructed as planned. This project is the “number one project” in Shandong’s high-end chemical industry and will help Yantai become a world-class high-end petrochemical base. The key chemical projects declared by Zibo and Heze in 2023 are, on the one hand, a continuation of previously declared projects, and on the other hand, they are an extension of the industrial chain of important local leading chemical companies. As can be seen from this move, Shandong is currently paying more attention to aggregation along the chain, clustering chains into groups, and extending the industrial chain. At present, Shandong Chemical Industry has initially formed three industrial clusters with the high-end petrochemical industry base in northern Shandong as the main body and the new chemical materials in the eastern part of the peninsula, the high-end salt chemical industry in central Shandong, and the modern coal chemical industry in southern Shandong. As support, the Northwest Shandong Chemical Enterprise Transformation Demonstration Zone and the Yellow SeaThe Lingang Petrochemical Raw Materials Distribution Area complements the “1+3+2” high-end chemical industry development pattern. In the next step, Shandong will focus on key tasks such as ecological optimization of the industrial chain, intelligent transformation and upgrading, optimization and upgrading of chemical industry parks, and long-term management of safety and environmental protection, to promote the chemical industry to build new momentum and build new advantages. ▶▶Key chemical projects are concentrated in the high-end chemical fieldLooking closely at the key chemical projects in Shandong in 2023, we can see that most of these key chemical projects are concentrated inThe high-end chemical industry, includes high-end polyolefins, PA66, high molecular weight polyethylene and other new material sectors.
The main chemical projects in the implementation category include: Zibo Ruilin Chemical Co., Ltd. alkane comprehensive utilization project, Zibo Qixiang Tengda Chemical Co., Ltd. 200,000 tons/year isononyl alcohol project, Shandong New Era Polymer Materials Co., Ltd. high-end polymer Olefin projects, Shandong Longhua Polymer Materials Co., Ltd.’s 1.08 million tons PA66 project, etc.; at the same time, Wanhua Chemical’s 1.2 million tons ethylene project, the first and second phases of the new materials low-carbon industrial park, high-end fine chemicals and other projects are already on the list .
*2023 Major implementation chemical projects in Shandong Province (part)
Most of the key chemical projects in Shandong Province are new material projects, which is consistent with the nature of key chemical projects in other provinces across the country, and is also consistent with the development direction and trend of China’s chemical industry. The new materials industry is the key to supporting the development of China’s chemical industry and a key link in driving China’s industrial upgrading. ▶▶With a drastic cut of 57.79% of chemical industry parks, traditional chemical industry is not easy to develop. From 2018 to 2022, Shandong has been Strictly controlling the “two highs” has been a pain for the past five years. By August 2022, Shandong will have cured more than 110,000 “loose and polluting” companies, reduced the number of chemical industry parks from 199 to 84, and increased the admission rate of chemical companies from less than 20% to 38%, integrating and withdrawing 23.52 million tons of local refining capacity, and reducing coking production capacity by 18.66 million tons. Shandong, as China’s largest chemical province, is currently in a critical transition period for high-quality development and has extremely important vane significance for the national chemical industry. , to gain insight into the future direction and prospects of China’s chemical industry, Shandong has always been the most important observation and research sample, we will wait and see. Shandong, asChina’s first chemical province, is currently at the key to high-quality development The transformation period is of extremely important vane significance for the national chemical industry. To gain insight into the future direction and prospects of China’s chemical industry, Shandong has always been the most important observation and research sample. We will wait and see. Jiangsu: Key chemical projects are concentrated in the field of new materials
The number of major chemical projects in Jiangsu Province in 2023 is significantly smaller than that in Shandong Province.On the one hand, it reflects Jiangsu Province’s review threshold for chemical projects. It is more difficult to apply for key chemical projects in Jiangsu Province; on the other hand, it is difficult to apply for key chemical projects in Jiangsu Province; On the one hand, it also reflects the trend of Jiangsu Province’s future industrial transformation and upgrading, which will move away from the industrial model driven by chemical projects. In terms of chemical projects, we learned that the implementation projects mainly include Lianyungang Fenghai Propane Comprehensive Utilization, Shenghong New Materials, Lianyungang Satellite Chemical Green Chemical New Materials Production Base, Yizheng Chemical Fiber Polyester New materials and other key chemical projects; reserve projects include Nanjing Yangtze-Yangba light hydrocarbon comprehensive utilization and new materials and other key chemical projects. The road to chemical industry transformation and upgrading is long and arduous
After five years of transfer, upgrade, and reorganization of chemical companies in Jiangsu, as of 2022, Jiangsu will have less than 1,000 chemical companies remaining. Shandong, known as the “largest chemical province”, originally had 16 prefecture-level cities with hazardous chemical production and operating enterprises, and more than 60,000 hazardous chemicals were transported every day. Vehicles are driving on roads in the province. After five years of rectification, Shandong chemical industry parks have been reduced from 199 to 84, and they were closed if they did not meet the standards. There are over 2,000 chemical companies!
The number of chemical companies in eastern coastal provinces such as Jiangsu, Shandong, and Zhejiang has dropped sharply, gradually moving to the central, western, and northeastern regions. Data shows that Since 2019, there have been as many as 632 new transfer projects in the central, western and northeastern regions!
Nowadays, the review of chemical projects in various provinces is becoming increasingly strict, the threshold is getting higher and higher, and backward production capacity will eventually be eliminated. With the development of industrial clusters, many chemical companies are still facing difficulties. ��Go. </span
