In May 31st, the national development and Reform Commission issued a notice, since June 1st, domestic onshore natural gas factory base price increase 230 yuan / thousand cubic meters, the abolition of the price "dual system". And allow both supply and demand in the premise of not more than 10% of the base price of the factory, negotiated specific price.
"This morning to go to work, that natural gas prices will increase by 0.23 yuan / cubic meter of news, like a thunder exploding head, stunned himself for a long time but slow to god." In June 1st, Kingboard natural gas chemical industry (Chongqing) Limited company general manager Yuan Jingming CCIN told reporters on the phone, in methanol enterprises have yet to get rid of the shadow of the financial crisis on the occasion raised the price of gas, will make many gas chemical enterprises more difficult situation.
Yuan Jingming told reporters: in April 25th, the cost of CCIN natural gas in southwest transportation is raised 0.08 yuan / cubic meter, the increase of 0.23 yuan / cubic meter, the actual local gas prices increase 0.31 yuan / cubic meter. According to the calculation of per ton of methanol consume more than 1100 cubic meters of natural gas, the natural gas prices increase the cost of 350 yuan / ton, the full cost of up to 2400~2600 yuan / ton. At present, the local methanol factory price of only 2100 yuan / ton, which means that the gas price increases, each enterprise production and sales of a ton of methanol, to a loss of $300~500. To Kingboard (Chongqing) company's current production capacity to count, a month to about 10000000 yuan loss.
In the face of the sharp rise in the price of natural gas, even in recent years rely on cost advantages and scale advantages of lower in fertilizer market, the Joint Chemical Co. Erdos to attack cities and capture territories also feel the pressure. The company official said: gas prices rose 0.23 yuan / cubic meter, a corresponding increase in the cost of 150 yuan per ton of urea. According to the joint chemical 1040000 tons / year urea production capacity, the company a year to reduce the profit of 156000000 yuan. Although adequate supply of natural gas and chemical companies, the price is more favorable, but also only 100~150 yuan per ton of urea and the advantage of coal enterprise. The natural gas price adjustment, will make the enterprise cost advantage all gone. More serious is, because the production of chemical fertilizers are mainly exported to East China, Southern China, Hebei and the Northeast market, the high cost of transportation. Once the loss of material cost, transportation cost disadvantage will appear, economic benefits will decline, or even losses.
Liaoning Huajin Chemical Industry Group relevant responsible person said: Huajin Chemical Industry Group under the jurisdiction of Liaohe Chemical fertilizer plant, Jinxi Natural Gas Chemical Co., Ltd. and Xinjiang Akesu Chemical Industry Co. Ltd. the three chemical fertilizer plant, the total capacity of nearly 1500000 tons of urea. Among them, the reasons for the aging process in Liaohe Chemical fertilizer factory equipment, natural gas supply has decreased year by year losses, Kam days also because of insufficient air supply can only achieve breakeven, only Xinjiang Akesu fertilizer project can achieve better profitability. But the NDRC notice clearly states: Dagang, Liaohe River and the Central Plains 3 oil and gas fields, a second factory base price weighted merger, cancellation of the "double track" price, the Liaohe Chemical fertilizer plant, Kam days to enjoy a preferential gas, the product cost will be substantially increased. To calculate, in the current market price, Liaohe Chemical fertilizer plant a year will be a loss of 150000000 yuan of above, Huajin company also will be a loss, Xinjiang Akesu large fertilizer plant annual profits will reach more than 80000000 yuan, the Group Company fertilizer sector may appear overall loss.
During the interview, many companies also worry: natural gas prices moved up, but can not guarantee the gas supply unit enterprises demand for gas, many gas head enterprises can only maintain low load operation for many years, the "dark" loss sometimes better than natural gas prices bring bigger loss "Ming". I hope the relevant departments to increase as the gas price so decisively to supply sufficient gas supply unit. So, the first gas enterprise may with full load operation to reduce diluted cost, the gas price increase losses.
However, the deputy director of the office of methanol Chinese nitrogen fertilizer industry association Zhang Erhong reminded enterprises, rising disposable energy and resource prices including natural gas, is a big trend, the enterprise only through technological innovation, the development of circular economy, increase energy-saving emission reduction efforts, efforts to reduce costs, in order to find a way. China's first gas chemical enterprises are mostly distributed in the central and western regions, in the past to rely on the raw material cost advantage in the market competition. Gas prices, all gone advantages on raw material and cost of these enterprises, products from consumption far inferior to highlight. Therefore, according to local market demand, developed to the nearest sales of products, in order to enhance the competitiveness, effectively resolve the crisis. Pingdingshan Lantian Chemical Corporation chief economist Li Erjun and other enterprises have also said very agree with this view, suggestions for enterprises to carry out the transformation route of raw material gas and product structure adjustment.
Zhang Erhong also called on relevant departments in the country: raised the price of gas, should be the introduction of supporting policies, increase the gas chemical enterprise policy and funding in the adjustment of product structure, energy-saving technological transformation, new product development efforts to support, to help enterprises overcome difficulties, to achieve the transformation and upgrading. |