Shandong plans to withdraw 7.4 million tons of production capacity from three local refinery companies, Haike Chemical, Guangrao Kelida and Chengda New Energy.

Haike Group is* * The recognized and retained local oil refining enterprise is one of the top 30 key dispatching enterprises in Dongying City and a key cultivation enterprise in the "Shandong Province Petrochemical Industry Revitalization Plan". The group now has a 3 million tons/year atmospheric and vacuum unit, a 2 million tons/year coking and hydrogenation unit, a 1.4 million tons /year hydrogenation unit, 800,000 tons/year catalytic unit, 500,000 tons/year refined oil reforming unit, 25,000 tons/year sulfur unit, 120,000 tons/year ion membrane caustic soda unit, 45,000 tons/year dimethyl carbonate unit, 30,000 tons/year isopropyl alcohol unit, 100,000 tons/year Annual gas sub-units, more than 20 production units such as 6,000 kg/year heparin sodium unit and 2,000 kg/year INO, with an annual comprehensive processing capacity of 7.7 million tons. Products include diesel, gasoline, liquefied petroleum gas, liquid caustic soda, solid caustic soda, liquid chlorine, high-purity hydrochloric acid, and isopropyl alcohol , dimethyl carbonate, pharmaceutical grade propylene glycol, industrial grade propylene glycol, fine heparin sodium, crude heparin sodium, injection grade heparin sodium, low molecular weight heparin and other more than 30 products involving four major industrial fields. The products are exported to more than 40 countries including the United States, Germany, the Netherlands, Italy, Argentina, and India. * * and region.

Guangrao Kelida Petrochemical Technology Co., Ltd. is located in Guangrao County Economic Development Zone. It is a comprehensive private enterprise focusing on petroleum refining and integrating oil transportation, oil storage, and international trade. The company was established in November 2012 (formerly known as Dongying Keli Chemical Co., Ltd., which was established in August 2004) with a registered capital of 200 million yuan, covering an area of ​​1,200 acres, and 1,200 employees, including 260 professional and technical personnel. In 2020, it was ranked 420th among the top 500 private enterprises in China. It has signed crude oil and refined oil pipeline transportation contracts with Shandong Gang Lianhua Pipeline Co., Ltd. and Dongying United Energy Pipeline Co., Ltd., and has built an oil pipeline terminal. It is listed as a key refining and chemical enterprise by Dongying City, allowing enterprises to continue product upgrades and extend the industrial chain. In 2018 and 2020, it obtained the right to use crude oil from the National Development and Reform Commission and the right to import crude oil approved by the Ministry of Commerce. The company's main products include National VI diesel, road asphalt, naphtha, liquefied gas, sulfur, kerosene, lubricating base oil, etc. The "Kunchang" brand 70#A heavy traffic road asphalt produced by the company fully meets the * * Certification standards. in response to * * and local * * In order to improve the company's comprehensive competitiveness and create more employment opportunities for the society, the company optimized and improved the existing processing processes to achieve product transformation and improvement, and launched the company's third phase project construction.

Shandong Chengda New Energy Technology Co., Ltd. was registered and established at the Boxing County Market Supervision and Administration Bureau on December 29, 2008. The legal representative is Zhang Jiwen. The company's business scope includes gasoline, light diesel, heavy diesel, liquefied gas, dry gas, fuel oil, etc.

In the era of high oil prices, the operating rates and profit margins of Shandong's local refining companies have been severely challenged. According to Jin Lianchuang's statistics on 40 refinery units in Shandong's local refineries, as of April 20, the operating rate of Shandong's local refineries under atmospheric and vacuum pressure was 51.92%, 2.93 percentage points higher than last week, but still at a low level. Under normal circumstances, the operating rate of local refining is generally 60%-70%. Jinlianchuang fuel oil analyst Zhou Mi told Jiemian News that refined oil shipments have improved recently, and some refineries in Shandong Province have appropriately increased their operating rates. In addition, some local refineries that were shut down and temporarily overhauled due to the epidemic in the early stage have resumed operations. The overall operating rate of Shandong's local refineries has increased this week. According to statistics from Jin Lianchuang, the operating rate of underground smelting at normal and vacuum pressure in the week of April 13 was 48.99%. ； The operating rate for the week of April 6 was 48.74%. “Since April, the operating rate of local refineries has dropped below 50%, the lowest level in the past 15 years. ”Ke Xiaoming, deputy chief engineer of Sinopec Economic Research Institute, said at the press conference of the "2021 Domestic and Foreign Oil and Gas Development Report" (hereinafter referred to as the "Report") held recently. The rising cost of imported crude oil, declining domestic demand for refined oil products, and a significant reduction in refined oil exports are the three major factors affecting the low operating rate of local refining. Ke Xiaoming said that after the international oil price exceeded 100 US dollars per barrel, the cost of refining increased, and the operating rates of both main refineries and private refineries were greatly affected, with private companies suffering a greater impact. According to data from the General Administration of Customs, in March, domestic crude oil imports decreased by 14% year-on-year to 42.71 million tons, but the import value increased by 30% year-on-year to 191.8 billion yuan. ； From January to March, domestic crude oil imports dropped 8% year-on-year to 128 million tons, and the import value increased 36.7% year-on-year to 516.7 billion yuan.

Affected by factors such as the epidemic and high oil prices, domestic demand for refined oil products has further declined. Since March this year, the epidemic has been severe in Shanghai, Guangzhou and other southern China regions, which has dampened demand for refined oil products. at present, * * The National Development and Reform Commission has not announced the apparent consumption of refined oil products in the first quarter of this year. * * Data released by the National Development and Reform Commission show that domestic consumption of refined oil products last year was 341 million tons, a year-on-year increase of 3.2%. ； In 2019 and 2020, it is on the decline. Among them, the apparent consumption of refined oil products in 2019 fell by 4.17% year-on-year. Zhou Mi believes that as the cost of imported crude oil remains high, the overall refining situation of local refineries is still not good. Until downstream demand and refining profits pick up significantly, the operating rate of local refineries will not increase significantly, and it is expected to maintain a small upward trend in the short term. In addition, the sharp decline in refined oil exports has resulted in relatively sufficient supply in the domestic market and reduced refinery operating rates. Data released by the General Administration of Customs on April 18 showed that domestic refined oil exports in March were 4.07 million tons, a year-on-year decrease of 40%. ； In the first quarter, domestic refined oil exports were 11.36 million tons, a year-on-year decrease of 36.1%. The above-mentioned "Report" shows that last year, major domestic operating units reduced the export of refined oil products to increase domestic resource supply. China's net exports of refined oil products for the whole year were 37.72 million tons, a year-on-year decrease of 11.5%, the first decline in ten years. Exports of refined oil products are expected to decrease further this year. At the same time, domestic refining capacity continues to increase. The "Report" shows that last year, China's new net refining capacity was 25.2 million tons/year, and its refining capacity was 910 million tons/year, which has caught up with the United States, the world's largest country in refining capacity. In order to better resolve excess refining and chemical production capacity, China has implemented "reducing oil and increasing chemical products" in recent years, that is, reducing the output of refined oil and increasing the output of chemicals, especially high-end chemical products. The above-mentioned "Report" shows that the domestic gasoline and diesel yield dropped from 67% in 2019 to 59% last year. ； The yield of chemical light oil increased from 13% in 2019 to 17%. This is obviously not enough. In view of the current low operating rate of domestic refineries and high pressure on oil product inventories, Ke Xiaoming suggested that in the short term * * Able to appropriately adjust the annual allocation of export quotas and appropriately increase the export volume of refined oil products ； Continue to eliminate some outdated refining and chemical production capacity ； Enterprises must further control costs and increase transformation efforts.

Since the beginning of this year, Shandong's local refinery has accelerated its exit from backward production capacity. 　 In March, JD.com published an online auction announcement for oil refining equipment. The subject matter is the petrochemical refining equipment dismantling device of the Dongying Petrochemical Refinery. The original value is about 12 billion yuan, and the total starting price is 1.265 billion yuan. The auction is scheduled to start at 10:00 on March 16. However, the auction was temporarily put on hold due to the epidemic. According to China Energy News, the refining equipment of four more refineries will be auctioned online in May. An industry analyst who did not want to be named told Jiemian News that the elimination of backward refining and chemical production capacity in Shandong is a long-term task. The current decline in local refinery operating rates is only a short-term situation. It cannot be judged that the low operating rate has accelerated the elimination of production capacity. Shandong is the province with the largest refining capacity in China. In recent years, it has carried out the "new and old kinetic energy conversion project" and eliminated backward production capacity. “Strive to integrate and transfer the refining capacity of local refining companies located in densely populated urban areas and with a refining capacity of 3 million tons or less by 2022. ； By 2025, the refining capacity of local refining enterprises with a capacity of 5 million tons and below will be integrated and transferred in batches. ”2018, Shandong Province * * The "Implementation Plan on Accelerating the High-Quality Development of Seven High-Energy-Consumption Industries" was issued. The plan shows that the crude oil processing capacity of the local refining industry in Shandong Province will be reduced from 130 million tons/year in 2018 to about 90 million tons/year in 2025, and the refined oil yield will drop to about 40%. “During the 13th Five-Year Plan period, Shandong has integrated and withdrawn 27.9 million tons of local refining capacity. Among them, 11.76 million tons of local refining capacity will be integrated and transferred in 2020. In January this year, Zhou Naixiang, Governor of Shandong Province, made a speech on the provincial plan for 2022. * * The work report stated that Shandong plans to integrate and withdraw 7.4 million tons of local refining capacity this year. ； In 2021, Shandong completed the integration and transfer task of 7.8 million tons of refining capacity of three local refining companies.

Too bad for the employees! In the future, all students will work as civil servants after graduation, and the rest will do live streaming to sell goods. The whole country is in harmony!

It is necessary to replace a Shandong refining one

How many employees can follow to refine? Almost 3/4 of the employees are about to "graduate". This is the same as the previous steel industry in North China. Those who are willing to leave will be given tens of thousands of yuan to buy out their seniority. Those who are unwilling to leave will be demoted and their salary reduced, and they will be given a salary of 3,000 or 2,000 a month.