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As the title states, I am writing a report and would like to know some overview and data, such as what links are in the entire petroleum processing chain, the development status of each link, etc. The status includes technology, capital, policy and other levels. Please help me recommend some articles or recommend some reference books.
I wonder if this is of any use to you. Analysis on the development status of the petrochemical industry and investment strategies in February 2007 -------------------------------------------------------------------------------- http://news.chemnet.com 2007-02-01 13:37:16 Shanghai Securities [Large, Medium and Small] Analysis of the operation of the petrochemical industry in the first 11 months shows that crude oil prices continue to fall above US$50 per barrel. In January this year, the price of WTI crude oil continued to fall, reaching a low of around US$50/barrel, and recently rebounded to around US$55/barrel. The decline in crude oil prices that began in the middle of last year has effectively reduced the cost of raw materials and has had a significant impact on the domestic petrochemical industry. This was fully reflected in the industry operating data in November 2006. The growth rate of main business income of the petrochemical industry has slowed down, but the profit growth rate has increased. In November, the main business income of the petrochemical industry increased by 20.83% year-on-year, which was slower than the 28.33% year-on-year growth rate in the previous 11 months. However, the total profit growth rate of the petrochemical industry in November reached 23.62% year-on-year, which was higher than its cumulative growth rate of 19.94% in the previous 11 months. The main reason is that after the international crude oil price fell sharply, the profitability of many petrochemical downstream companies increased significantly. Affected by the drop in crude oil prices, upstream profits declined and downstream industries benefited. In November, the main business of oil and gas extraction increased by 4.24% year-on-year, which was far lower than the 29.11% year-on-year growth rate in the previous 11 months. The main business income of the chemical industry increased by 26.90% year-on-year, which was slightly lower than the year-on-year growth rate of the previous 11 months. In terms of total profits, the oil and gas exploration industry fell by 14.60% in November compared with the same period last year, while the growth rate in the first 11 months was 26.43%. Contrary to the situation in the oil and gas extraction industry, the chemical industry has shown a substantial increase in profits.: The total profit growth rate of the chemical industry in November was 37.53%, which was much higher than the cumulative year-on-year growth rate of 18.86% in the previous 11 months. The profits of the refined petroleum industry finally became profitable in November, with the entire industry making a profit of 2.419 billion yuan. The chemical raw material manufacturing industry has shown outstanding growth momentum. The best-performing industry in November was the organic chemical raw material manufacturing industry. Although the growth rate of its main business income that month was not higher than before, the profit growth was much higher than the cumulative growth rate.: Its main business income in November increased by 40.25% year-on-year, and the cumulative growth rate in the first 11 months was 32.24%. However, the total profit growth rate for that month was 4859.08%, which was much higher than the cumulative growth rate of 65.73%. Other industries that performed well include: In the chemical mining and dressing industry, the total profit growth rate for the month was 82.29%; for the potash fertilizer manufacturing industry, the total profit growth rate for the month was 1039.04%; for the phosphate fertilizer manufacturing industry, the total profit growth rate for the month was 76.47%; and for the inorganic salt manufacturing industry, the total profit growth rate for the month was 67.56%.
In the first 11 months, the import volume of petroleum asphalt at Beihai Port increased by 79% year-on-year. -------------------------------------------------------------------------------- http://news.chemnet.com 2007-12-17 13:24:37 Nanning Special Office [Large, Medium and Small] From January to November this year, Guangxi Beihai Port imported a total of 123,500 tons of petroleum asphalt with a value of US$47.093 million, an increase of 79% and 83.02% respectively over the same period last year. According to reports, Beihai Port began importing large quantities of petroleum asphalt in 2006. Data provided by Beihai Customs shows that in the first five months of last year, the import volume of petroleum asphalt at the Beihai port increased by 6.6 times year-on-year, while the total value of goods increased by as much as 11.8 times year-on-year. The main reason is that international crude oil prices have been at a high level for a long time, which has caused the production cost of petroleum asphalt to continue to rise, and the import price has increased by 68%. Since the petroleum asphalt imported from Beihai Port is mainly used for highway construction in the Yunnan, Guizhou, and Sichuan areas, companies were once worried that prices would continue to rise this year. Therefore, the import growth rate slowed down significantly in the first few months of this year. However, after a short period of testing, the sustained and stable prices finally gave companies reassurance, and their confidence in continuing to import in large quantities also increased. It is reported that the import price of petroleum asphalt is relatively stable this year, with the average price basically the same as last year, roughly maintained at around US$380/ton. Singapore, South Korea, and Taiwan have become the main supply countries and regions.
The following is data from a website: The website URL http://www.souku.com.cn/chem/ There is a database above where you can see a lot of relevant data and some reports. Statistical table of import and export data of refined oil products from January to July 2007 Statistical table of import and export data of refined oil products from January to July 2007----------------------------------------------------------------------------- The following is a summary table of import and export data of refined oil products from China in July and January-July released by the General Administration of Customs of China on Wednesday (all units are tons): Year-on-year % from July 1 to July Imported gasoline 14 26,417 -28.4 Kerosene 380,000 2,820,000 -0.5 Diesel 20,000 330,000 38.7 Fuel oil 3,100,000 16,820,000 -3.9 Liquefied petroleum gas 570,000 3,810,000 11.7 Export gasoline 330,000 3,600,000 81.7 Kerosene 340,000 2,470,000 25.0 Diesel 80,000 410,000 -29.0 Fuel oil 230,000 1,690,000 17.3 Note: The above are preliminary data released by the customs and may be adjusted later.
I often go to Longzhong.com, and it’s okay.
The information above is more useful, but after all, it is a review made by a financial institution and not someone from the petrochemical industry. It seems that it is not what I want. In short, thank you very much.
Take a look and see if it is useful, 2007 Refined Oil Industry Risk Analysis Report http://bbs.hcbbs.com/viewthread.php?tid=121447&page=1#pid496200 China's Petroleum Processing and Coking Industry Annual Operation Report for 2006 China's Petroleum Processing and Coking Industry Operation Report for the First Half of 2007 http://bbs.hcbbs.com/viewthread.php?tid=120788&page=1#pid490400
Thanks for this information:handshake.
Are all the websites on the 7th floor free?