中国石油计划永久关闭19套炼化装置
CNPC Plans Permanent Shutdown of 19 Refining and Chemical Units
11月6日，据路透社报道，分析人士透露，中国石油计划永久关闭19套炼化装置，这是北京遏制产能过剩、提升盈利能力计划的一部分。据上周参加中国石油财报电话会议的分析人士称，该公司将关闭一套未能达到安全标准的炼化装置，并逐步淘汰另外18套运行超过20年的装置。公司发言人证实了这一淘汰计划，但未提供更多细节。这些装置是中国石油为精简下游业务而评估的309套老旧装置中的一部分。剩余装置被认为风险较低，大部分将继续运行。分析人士还表示，中国石油正转向高附加值石化产品，例如用于电动汽车和光伏电站所需的材料，并计划在2035年前跻身全球顶尖化工企业行列。
补充阅读
2025年7月份，5部门部近期联合发布《关于开展石化化工行业老旧装置摸底评估的通知》中指出，“为贯彻落实国务院决策部署，工业和信息化部等部门正在制定《加力推进石化化工行业老旧装置更新改造行动方案》，强化标准引领和政策支持，全面推进石化化工行业老旧装置安全化、绿色化、数字化综合改造提升，防范化解安全环境风险，促进行业高质量发展。为进一步摸清老旧装置底数，明确工作标准要求，现开展石化化工行业老旧装置摸底评估工作。”8月20日，据彭博社报道，中国政府即将启动对石化和炼油行业的全面整顿：逐步淘汰规模较小的设施，对落后产能进行升级，同时将投资引向先进材料领域。知情人士透露，旨在遏制行业低附加值环节长期的产能过剩问题的措施，很可能在下个月出台。具体方案正在等待工业和信息化部的最终批准。知情人士称，根据拟议的措施，运营超20年的石化装置（约占全国总数的40%）将需要进行改造以提高效率。他们表示，措施还将鼓励工厂转向特种精细化学品，减少在已面临过剩威胁的大宗化学品上的投入。
据悉，新的投资机制将优先支持用于人工智能、机器人、半导体、生物医学设备、电池和可再生能源的化学品。最新计划还针对小型炼油厂，年产能低于200万吨的炼油厂可能会被关闭。知情人士表示，对于应对汽油和柴油需求的萎缩，此举是必要的。汽油和柴油需求下滑导致开工率下降，使该行业出现约6000万吨的过剩产能。知情人士称，乙烯可能是此次改革无法直接解决的一个问题。由于过剩的隐忧，自2026年起乙烯新项目审批可能面临限制。业内已将此视为下一个五年规划中的重点。
郑重声明：国能春泉编辑部尽力持续给大家提供价值信息促进交流，本平台发布的行业文章、图片、表格等源自互联网、企业政府官网、公众号等公开渠道整理编辑，我们对文中观点保持中立。转载的内容版权归原作者和机构所有，如有侵权，请联系我们删除，谢谢！本文如对您有帮助，欢迎转发，感谢支持！
CNPC Plans Permanent Shutdown of 19 Refining and Chemical Units
November 6 (Reuters) - Analysts revealed that China National Petroleum Corporation (CNPC) plans to permanently shut down 19 refining and chemical units, as part of Beijing's efforts to curb overcapacity and enhance profitability. According to analysts who attended CNPC's earnings conference call last week, the company will shut down one unit that failed to meet safety standards and gradually phase out another 18 units that have been in operation for over 20 years. A company spokesperson confirmed the phase-out plan but did not provide further details. These units are part of 309 older units assessed by CNPC for streamlining its downstream operations. The remaining units are considered lower risk, with the majority expected to continue operations. Analysts also indicated that CNPC is shifting towards higher value-added petrochemical products, such as materials required for electric vehicles and photovoltaic power stations, and plans to rank among the world's top chemical enterprises by 2035.
Supplementary Reading
In July 2025, five ministries jointly issued the "Notice on Conducting a Survey and Assessment of Old Equipment in the Petrochemical and Chemical Industry." The notice stated, "To implement the decisions and deployments of the State Council, the Ministry of Industry and Information Technology and other departments are formulating the 'Action Plan for Intensifying the Renewal and Transformation of Old Equipment in the Petrochemical and Chemical Industry.' This plan aims to strengthen standard guidance and policy support, comprehensively advance the safety, green, and digital integrated transformation and upgrading of old equipment in the petrochemical and chemical industry, prevent and mitigate safety and environmental risks, and promote high-quality development of the industry. To further clarify the inventory of old equipment and define work standards and requirements, a survey and assessment of old equipment in the petrochemical and chemical industry is now being conducted."
On August 20, Bloomberg reported that the Chinese government is poised to launch a comprehensive overhaul of the petrochemical and refining industry: gradually phasing out smaller facilities, upgrading outdated capacity, and directing investment towards advanced materials. Informed sources revealed that measures aimed at curbing long-term overcapacity in low value-added segments of the industry are likely to be announced next month. The specific plan is awaiting final approval from the Ministry of Industry and Information Technology. According to the sources, under the proposed measures, petrochemical units that have been in operation for over 20 years (accounting for approximately 40% of the national total) would need to undergo renovations to improve efficiency. They also stated that the measures would encourage plants to shift towards specialty and fine chemicals, reducing investment in bulk chemicals that already face oversupply threats.
It is reported that the new investment mechanism will prioritize support for chemicals used in artificial intelligence, robotics, semiconductors, biomedical devices, batteries, and renewable energy. The latest plan also targets small refineries; those with an annual capacity of less than 2 million tons may be shut down. Informed sources stated that this move is necessary to address the shrinking demand for gasoline and diesel. The decline in gasoline and diesel demand has led to lower operating rates, resulting in approximately 60 million tons of excess capacity in the industry. Sources mentioned that ethylene might be one issue not directly resolved by this reform. Due to oversupply concerns, the approval of new ethylene projects may face restrictions starting in 2026. The industry already views this as a key point in the next Five-Year Plan.
Solemn Statement
The editorial department of NESC strives to continuously provide valuable information for communication. The industry articles, pictures, and tables published on this platform are compiled and edited from public channels such as the Internet, official websites of enterprises and governments, and WeChat official accounts. We maintain a neutral stance on the views expressed in the articles. The copyright of the reprinted content belongs to the original authors and institutions. If there is any infringement, please contact us for deletion. Thank you! If this article is helpful to you, please feel free to forward it. Thank you for your support!
