http://www.kadhoai.com.cn 2026-04-09 00:40:57 來源:中國經濟時報 張一鳴
疫(yi)情(qing)或(huo)將(jiang)加(jia)速(su)中(zhong)國(guo)重(zhong)化(hua)工(gong)業(ye)整(zheng)合(he)的(de)進(jin)程(cheng),短(duan)期(qi)內(nei)一(yi)些(xie)抗(kang)風(feng)險(xian)能(neng)力(li)較(jiao)弱(ruo)的(de)企(qi)業(ye)或(huo)將(jiang)受(shou)到(dao)衝(chong)擊(ji),後(hou)期(qi)隨(sui)著(zhe)上(shang)遊(you)需(xu)求(qiu)的(de)恢(hui)複(fu),行(xing)業(ye)將(jiang)維(wei)持(chi)之(zhi)前(qian)的(de)發(fa)展(zhan)態(tai)勢(shi),亟(ji)待(dai)提(ti)速(su)轉(zhuan)型(xing)升(sheng)級(ji)進(jin)程(cheng)。
國家統計局3月16日發布的數據顯示,1—2月份,規模以上工業增加值同比實際下降13.5%,2月份,規模以上工業增加值比上月下降26.63%。其中1—2月份,采礦業增加值同比下降6.5%,製造業下降15.7%,電力、熱力、燃氣及水生產和供應業下降7.1%。
重化工業是工業的重要組成部分,中國經濟時報記者從多家市場分析機構獲悉,鋼鐵、煤炭、石化、水泥等重化工業2月以來,幾乎所有的行業與去年同期相比,產量和收入都大幅下降。
guowuyuanfazhanyanjiuzhongxinchanyejingjiyanjiubufubuchangxuzhaoyuanzaijieshouzhongguojingjishibaojizhecaifangshibiaoshi,yiqingdaozhihenduochanpinxuqiudafujiangdi,duanqiduizhonghuagongxingyechanshenglehendachongji,dansuizhegedikaifugongjinchengzhengzaijiakuai,gonggeibupinghengdexianxianghuizhubuhaozhuan。
shiyoushihuaxingyeshoudaodechongjizuiweimingxian,yiqingbujinyingxiangdaoshichanggongxu,haiyinqishateheeluosiliangdachanyouguoduiyiqingyingxiangchanshengfenqi,shatedaguimozengchandaozhiguojiyuanyoujiagedafuxiadie,maoyishangheyuanyoujiagongqiyemianlinchongji。zhongguoshiyouhehuaxuegongyelianhehuifuhuichangfuxiangshengfenxishuo,yijiduchengpinyoujihuagongchanpindechanxiaodoujiangchuxianjiaoweimingxiandexiajiang。danyiqingguohou,xiayouxiaofeihuichuxianmingxianfandan。yujierjiduhoushichanghuiyinglaixinyilundefanrong,jiagedeshangshengjianghuitishengxingyelirun。
過去幾年裏,中國新建了一批石油石化裝置,一些之前需要大量從國外進口的石化產品,產能迅速放大,包括煉油、芳烴、聚酯,甚至烯烴、有機矽、聚碳酸酯等過去短缺的化學品的產能過剩。受此影響,2019年石化全行業營業收入小幅增長,利潤卻降幅超過一成,其中煉油業務下降幅度最大,超過四成。
買化塑COO陸lu寧ning在zai接jie受shou本ben報bao記ji者zhe采cai訪fang時shi坦tan言yan,由you於yu下xia遊you需xu求qiu低di迷mi,石shi化hua產chan品pin價jia格ge下xia滑hua的de趨qu勢shi還hai將jiang持chi續xu,而er疫yi情qing影ying響xiang市shi場chang需xu求qiu,未wei來lai行xing業ye的de集ji中zhong度du會hui不bu斷duan攀pan升sheng,出chu現xian在zai各ge個ge細xi分fen石shi化hua產chan品pin板ban塊kuai的de壟long斷duan企qi業ye。
“xianzaikuodachannenghechanliangdeqiyedabufenshiguoyoudaxingqiyeheshangshiminyingqiye,jiagedexiatan,huishidezhexieqiyenenggouyijiahuanshi,jinyibujiasuzhongxiaoqiyedetuichu,zengjiadaqiyedeshichangzhanyoulv,huodechanpindingjiaquan。yejiushishuo,shihuaxingyezhengchuzaichanyejiegoutiaozhenghegonggeicejiegouxinggaigebuduantuijindejieduan。”他說。
鋼鐵和煤炭是重化工業中率先啟動去產能的行業,2016-2018年,我國累計壓減粗鋼產能1.5億噸以上,退出煤炭落後產能8.1億噸,淘汰關停落後煤電機組2000萬千瓦以上,均提前兩年完成“十三五”去產能目標任務。但2019年鋼鐵和煤炭行業均麵臨產量增加、營業額增長、利潤下降的問題。與此同時,水泥、bolidengjiancaichanpin,dianjielvdengyousechanpinyezailuxutuijinquchannenggongzuo,danyuzhiqiangangtiehemeitandexingzhenghuaquchannengbutong,gengduoyihuanbaoshouduanheshichanghuajizhideng,yindaoxingyezifa“出清”。
xuzhaoyuanshuo,zhonghuagongyemuqianrengchuyuzhuanxingshengjideguochengzhong,yiqingduibushaoqiyeshiyigedadechongji,duixingyezhuanxingshengjiyeshiyigewaibutuili。meiyicidadechongji,douyouyixieqiyehuaweiweiji,kuodazishenyoushi,baokuojianligengrouxingdexinjishu、更智能的營銷倉儲運係統、更強大的企業合作聯合等,危機給了優秀企業脫穎而出的機會,並將引領行業的升級步伐。
許(xu)召(zhao)元(yuan)強(qiang)調(tiao),重(zhong)化(hua)工(gong)行(xing)業(ye)的(de)轉(zhuan)型(xing)升(sheng)級(ji)包(bao)括(kuo)多(duo)個(ge)維(wei)度(du),其(qi)中(zhong)最(zui)重(zhong)要(yao)的(de)有(you)兩(liang)個(ge)方(fang)麵(mian),一(yi)是(shi)產(chan)品(pin)質(zhi)量(liang)升(sheng)級(ji),即(ji)企(qi)業(ye)不(bu)斷(duan)采(cai)用(yong)新(xin)技(ji)術(shu),不(bu)斷(duan)創(chuang)新(xin),提(ti)升(sheng)產(chan)品(pin)的(de)品(pin)質(zhi)、附加值和競爭力,用更好的產品適應升級的市場需求。二是從市場結構看,逐步形成和產品特性相匹配的行業市場結構。我國規模大、人口多、區域廣闊,很多產業都在發展初期存在企業數量過多、低水平同質化競爭的現象。
“dangqian,zhonghuagongyegengjiaxuyaoxingchengyizhongshichangjizhongdujiaogaodexingyejiegou,biruduigangtiezheleichanpintongzhihuaershengchanlianxuxinghenqiangdexingye,shichangxuqiubodongyouda,zhiyaoyouyigejiaogaodeshichangjizhongdu,shichanglongtouqiyezhanyouhendadefene,zhexielongtouqiyecaikeyijinxingneibuxietiaojianchanhuozengchan,shixianshichanggongxupingheng,fensandeshichangjiegouhenrongyixianrutongzhihuajiagejingzhengdezhuangkuang,shenzhigongdayuqiu,jiagexiajiang,qiyeshourujianshao,xiwangzengchanzengshou,danshijishang,zaijiagegengdideexingxunhuanzhong,buliyuxingyewendingfazhan。yinci,dangqianshichangyijingchuxianleyixiegangtiejituandejianbingzhongzu,birubaowuhebing、寶武吸收馬鋼,河北敬業收購英國鋼鐵等並購案例,這體現了重化工業轉型升級的一個重要方向。”他說。