As the first comprehensive pilot area for the conversion of new and old kinetic energy in China, Shandong, the "first province of chemical industry", is developing new kinetic energy surging. With direction and blueprint, daring and daring to break the game for a long time, I believe that in time, Shandong chemical industry will have a new transformation, as the window of China's chemical industry, the global chemical quality development demonstration area, standing in the East of the world, the Yellow Bohai Bay.
High-end chemical relay got off to a good start
Since the launch of the chemical industry safety production transformation and upgrading special action in 2017, Shandong Province has carried out a series of pioneering work, and has always been at the forefront of the national chemical transformation and upgrading exploration. The evaluation and rating of chemical enterprises in the province, the identification of chemical parks in the province, the total capacity control and the replacement of old and new capacity in equal quantities, the special action plan for high-end chemical development, the characteristic industrial chain and the "chain master" unit sorting and confirming, etc., Shandong Province is willing to be the "first to eat crabs" in the whole industry, and has played a group of beautiful combined fists.
According to the "Shandong Province to build a green, low-carbon and high-quality development pilot zone three-year action Plan (2023-2025)" issued by the Shandong Provincial Party Committee and the provincial government, to build a world-class high-end chemical industry base has been clearly defined as the development goal. The "three-year Action Plan" proposes to steadily promote the integration of Yulong Island refining and chemical and the implementation of Wanhua Chemical ethylene and Dongming Petrochemical UPC projects, and strive for more major petrochemical projects to be included in the national planning layout; In accordance with the principle of capacity replacement, steadily promote the province's refining capacity integration; Optimize and enhance Zaozhuang, Jining, Heze and other modern coal chemical industry, cultivate and strengthen Weifang, Dongying, Binzhou and other high-end salt chemical industry, and vigorously develop new chemical materials industry; To promote the improvement and cluster development of chemical parks, the province's new key chemical projects should be built in the chemical park, and the admission rate of chemical enterprises will reach more than 45% in 2025, and the output value of chemical parks (including key chemical monitoring points included in the management of the park) will account for more than 80% of the whole industry.
Construction of high-end chemical projects is underway. At the beginning of the Year of the Dragon, Shandong Province held a conference to promote the high-quality development of the number one project in the industrial economy, and clearly proposed to accelerate the construction of Wanhua Chemical Penglai Chemical Industrial Park, Dongming Petrochemical with an annual output of 300,000 tons of crude oil super catalytic cracking to olefin (UPC) and other major projects, and promote the Yulong Island refining and chemical integration phase I project to be fully put into operation within the year. Strive to reach 2.9 trillion yuan in the operating income of the chemical industry in 2024.
At present, chemical enterprises all over Shandong pay close attention to the number one project of the industrial economy, focus on the high-end, intelligent, green, and clustered main direction, in accordance with the requirements of "breaking and standing, first standing and breaking", and accelerate the implementation of major projects and high-end chemical projects, enabling the improvement and upgrading of the chemical industry chain. In 2023, among the more than 90 implementation and preparation chemical projects in the province, lithium electric chemicals, chemical new materials, and fine chemical projects account for almost half, of which lithium electric chemicals cover the four key materials of positive electrode, negative electrode, diaphragm, electrolyte and the whole industry chain of power batteries, and new chemical materials include fluorosilicon, nylon, resin, degradable plastics, etc. In addition, there are some paraffin deep processing, polyolefin and other petrochemical refining projects, while the traditional petroleum refining, coal chemical, salt chemical, rubber tire projects have been reduced to less than 20%.
Yulong Petrochemical Industrial Park, Penglai Chemical Industrial Park and Yantai Chemical Industrial Park located on the south bank of Bohai Bay have large investment scale, high project level and quality, and strong industrial radiation driving ability. More than 10 key projects led by Yulong Petrochemical, Wanhua Chemical, Taihe New Materials and other local leading enterprises are pushing forward, and jointly promoting the coordinated development of Yantai's green petrochemical industry chain, park, and cluster. With the completion and operation of these high-quality development projects, a trillion-level high-end low-carbon petrochemical new material industry base will rise in the south coast of Bohai Sea in the next few years.
At the mobilization conference of Endeavor Trillion New Journey held in Yantai City recently, Liao Zhentai, chairman of Wanhua Chemical, said that Wanhua Chemical will invest more than 130 billion yuan in Yantai in the next 5 years, focusing on the construction of Yantai Industrial Park ethylene phase II, a batch of fine chemicals projects and Wanhua New materials low-carbon Industrial Park phase I project. To build two world-class high-tech chemical parks on the south bank of the Yellow Sea and Bohai Sea, and build Wanhua Yantai Electronic Materials Industrial Park into a future industrial pilot area.
Echoing Wanhua Chemical, after two years of intensive construction on Yulong Island, the first phase of the Yulong Petrochemical refining and chemical integration project is nearing its end, and the goal of anchoring full production by the end of 2024 is stepping up its sprint. As the "No. 1 project" of high-quality development and the pilot demonstration project of upgrading the basic refining and chemical industry in the province, the completion and operation of the first phase of Yulong Petrochemical is of extraordinary significance for the construction of Shandong Chemical Province.
Dongjiakou Economic Zone, which has a high concentration of petrochemical industry, has laid out the first provincial-level Lingang chemical Industrial park in Qingdao - Dongjiakou Chemical Industrial Park and Qingdao Green low-carbon New Materials Industrial Park (Dongjiakou Park), the largest municipal emerging industry professional park in Qingdao. At present, the economic zone has initially formed an ethylene industry chain represented by Qingdao Gulf Chemical, an propylene industry chain represented by Jinneng Chemical (Qingdao) Company, a carbon four industry chain represented by Yikai New Materials Company and Qingdao Double Star Tire, and a high-end special chemical sector focused on the introduction of new technologies and the transformation and application of new achievements, which has shown a leading and cluster development trend. In the next step, the Dongjiakou Petrochemical area will also build a green and low-carbon new material industrial park, which will realize the relocation of Qingdao Petrochemical after completion, and further promote industrial agglomeration and chain extension.
Relying on Qilu Chemical Industry Zone, Gaoqing Chemical Industry Park, Maqiao Chemical Industry Park and Dongyue fluoro-silicon Material Industrial Park, Zibo City, a major chemical industry town, has made every effort to do a good job of "excellent" and "expand" two articles. With the implementation of key projects such as the comprehensive utilization of 12 alkanes, polyolefin, epoxy deep processing, new nylon materials, and electronic chemicals, the chemical industry chain in the city has been further enriched. Among them, Qilu Chemical Industry Zone focuses on building four leading industrial chains of refining and chemical integration, carbon three carbon four, nylon new materials and polyurethane, and strives to complete 300 billion yuan of output value in 5 years, establish a good ecology of the park's self-circulation, and achieve the goal of self-digestion of chemical products and eating dry.
Dongying City in 2023 included in the provincial key chemical projects there are 10, located in Dongying District chemical industry Park, Shandong Yike chemical high-end resin new material project with a total investment of 4 billion yuan, the main construction of 450,000 tons of high-end ABS resin and supporting equipment. Lianyi Group, located in Lijin Economic Development Zone of Dongying City, is constantly building chains, extending chains, supplementing chains, and strengthening chains. From launching a project to creating a cluster and developing an industry, Lianyi continues to extend the basic raw materials produced by upstream refining and chemical plants step by step to the downstream field of new chemical materials and terminal material applications, from oil refining to fine chemistry. Then to the new chemical materials and new energy, the construction of PC, ABS, PS, ASA and other four whole industrial chain, lithium battery electrolyte solvent new energy industry chain, including 9 industrial chains, has become the domestic leading refining and fine chemical new materials and new energy integration of high-end petrochemical industry cluster. The propane dehydrogenation and propylene oxide project of Zhenhua Petrochemical Company located in Dongying Port Chemical Industrial Park has a total investment of 12.36 billion yuan, which is the largest chemical project in Dongying City in 2023. The two phases of PX-PTA and supporting projects of Dongying Weilian Chemical Co., Ltd. have been completed and put into operation, realizing the regional "oil reduction and increase", and taking the lead in opening up the "refining-PX-PT-polyester" industrial chain in Shandong Province, filling the industrial gap in the province.
In Jining, Shandong Hengxin Group is vigorously promoting coal-based chemical coupling hydrogen energy low-carbon demonstration industry project. Among them, the 500,000 tons/year ethanol project is the largest construction scale in China, with a total investment of 3.09 billion yuan. It is the first application of Chinese Academy of Sciences DMTE(synthesis gas to methanol) technology in Shandong Province, which can save 1.5 million tons of bioethanol raw grain and transform 1.5 million tons of low-rank coal every year after putting into operation. Biodegradable plastics integrated industry project with a total investment of 5 billion yuan, the use of existing rich formaldehyde, hydrogen, pure benzene resources to extend the chain, the main construction of 240,000 tons/year BDO, 120,000 tons/year PBAT, 60,000 tons/year PBS and supporting 50,000 tons/year of malic acid; At the same time, actively explore the spandex route, and plan to invest 800 million yuan to build 100,000 tons/year PTMEG production equipment.
According to the "Fourteenth Five-Year Plan for the Development of Chemical Industry in Shandong Province", by 2025, the operating income of enterprises above designated size in the chemical industry in Shandong Province will reach about 2.65 trillion yuan, and the industrial scale will remain the first in the country; The added value of the high-end chemical industry accounted for more than 50% of the chemical industry in the province, and basically built a strong chemical province, and took the lead in forming a modern chemical industry system in China, and built a world-class green chemical industry cluster. According to preliminary estimates, in 2023, the main income of chemical enterprises above designated size in the province has reached 2.78 trillion yuan, and the profit has reached 110 billion yuan. There are 18 chemical enterprises in the province on the list of China's top 500 enterprises, and 87 enterprises among the top 500 chemical enterprises in China, ranking first in the chemical industry and the industrial industry in the province. Some of the targets set in the 14th Five-Year Plan have been achieved ahead of schedule.
Shortcomings and deficiencies are still prominent
Although the chemical industry in Shandong province has many, small, scattered, chaotic and frequent safety and environmental protection thunder problems, after centralized renovation has been fundamentally changed, but compared with the first-class performance, first-class chemical parks, first-class industrial chain and industrial clusters, first-class chemical enterprises corresponding to the chemical province, the foundation of "strong" is still not stable and solid. Or there's a lot of room for improvement.
Let's start with performance. Shandong chemical industry is large in scale, many industry categories, and many enterprises, which is indeed large, but the key to high quality is not high, and the profit performance, especially the per capita income and per capita profit performance, is more convincing. We have counted the annual revenue profit margin of the chemical industry in Shandong Province since 2017, and found that the profit margin is only slightly more than 5% in 2021, and even less than 4% in 2023. If Wanhua, Hengsheng, Luxi, Linglong and a few other evergreen companies are excluded, the profit level of the whole industry is even lower. From the horizontal comparison, whether it is per capita income or per capita profit level, Shandong, as the "first province of chemical industry", has actually been overtaken by Guangdong and Zhejiang and other chemical provinces.
Judging from the rating and evaluation of chemical enterprises and chemical parks in the province, although the evaluation and identification work has come to an end, the enterprises and parks that are evaluated as unqualified still have a long way to go to stop production, close down and eliminate or transform production, and need to pay arduous and long-term efforts. Even from the perspective of the enterprises and parks identified by the evaluation, everything is not all right, and there is still a considerable gap from the truly first-class and advanced high-quality development leaders.
Although the province and various localities have done a lot of sorting and demonstration work on the construction of industrial chains and industrial clusters according to local conditions, and increased the corresponding project attracting work. However, at present, the proportion of characteristic industrial chains and industrial clusters in chemical parks in the province is still less than 40%, and most parks have not yet formed an industrial map with clear main responsibilities and main industries and clear chain veins; In the park, leading enterprises as the lead, "specialized and special new" enterprises in the formation of geese layout is far from becoming the mainstream, the park gathering but not gathering, appearance and separation of the problem is still more prominent; The problems of integrated construction supply of water, electricity, gas, heat and logistics required by modern industrial parks, as well as the problems of intrinsic safety supervision and high-quality environmental protection of the parks, should not be underestimated.
In recent years, Dongying Port Economic Development Zone has focused on the "14th Five-Year Plan" work target of "100 million tons of port, 5 billion financial revenue, 300 billion output value", and has now formed a high-end petrochemical industrial cluster with the port as the leading and two major chains based on aromatics and propylene. It is the first development zone in the province with three "goose array" industrial clusters in high-end chemical industry, new materials, and modern Marine field. The comprehensive strength has risen to the sixth place in the chemical industry park in China. In 2023, the port throughput of the whole region exceeded 70 million tons, the total industrial output value of the whole region exceeded 200 billion yuan, the financial revenue exceeded 3 billion yuan, and the three industrial clusters were selected as the "top ten" industrial "echelon" clusters in Shandong Province, and the comprehensive strength, whether economic volume or industrial form, was called the leader in the chemical parks in the province. However, objectively speaking, Dongying Port Economic development Zone is still only a provincial park, and the gap is still very obvious compared with Shanghai Chemical Industry Zone, Huizhou Daya Bay Economic development Zone and Ningbo Petrochemical economic development Zone, which are recognized as the leading areas for high-quality development of chemical industry parks in China. One of the gaps is the lack of leading projects and leading enterprises in the real sense, only the industrial chain and industrial cluster initiated and driven by leading enterprises can have a thick "chassis" is truly stable and sustainable. The second gap lies in the infrastructure supporting and development level, Shandong Chemical industry Park as a whole from the above national park still has a relatively large gap, the hardware and software to make up for the shortcomings is not a quick success.
Another point that may be less noticeable is that although Shandong is a large province of chemical industry, the characteristics of the internal cycle are very obvious, and one is the largest, that is, the weight of local enterprises in Shandong is too large, and the share of private economy is high. In comparison, Guangdong, Zhejiang and even Jiangsu, Liaoning and other places, which are also major chemical industries, have a more open and inclusive pattern of multiple economic components such as central enterprises, state-owned assets, private and foreign investment competing on the same stage. Foreign monks may not be able to chant sutras, but a temple without foreign monks will be a serious, dull, lifeless place.
High-quality development related ideas and suggestions
In the name of industrial renovation and promotion, Shandong, the "first province of chemical industry", is trekking on a long March road of a new era, which begins with a deep reflection on the safety and environmental protection disaster areas and poor students, and becomes the glorious vision of taking the lead in building China's chemical industry province and high-quality development demonstration area. This will be a huge systematic project, the success or failure of one place and one corner is not important, the key is to really find the law and tricks to realize the conversion of new and old kinetic energy, so as to build a relatively complete modern chemical industry system.
It is also the right time for Shandong to speed up the leap from a large province of chemical industry to a strong province of chemical industry, with great responsibility and glorious mission. Ruling from chaos, and then ruling from prosperity, has now opened a new chapter in the second stage of this Long March epic. In order to speed up the process of this historic leap, we suggest that Shandong Province make concerted efforts from the following aspects to consolidate the foundation and make progress step by step.
First, the goal of the first stage of Shandong chemical industry renovation has been completed, and it is appropriate to advance to the second stage according to the situation, and do the corresponding top-level design guidance. The first stage of the work, mainly evaluation, identification and elimination of reduction, which is the basic work of Shandong chemical industry from chaos to control. To further realize the flourishing of governance, it is not only necessary to continue to guide the chemical industry to gather in legal and compliant chemical parks, but also to carry out dynamic evaluation and evaluation of the stock parks, and continue to pressure the chemical enterprises and chemical parks in the province to catch up and upgrade. More importantly and urgently, it is necessary to accelerate the demonstration of the industrial positioning of stock chemical parks and gathering areas. According to the principle of "one park, one policy", what are the characteristic industrial chains and industrial clusters of each park, and who are the "chain owners" and "group owners" respectively, need to be sorted out and confirmed one by one to ensure that each chemical park in the province forms an industrial chain with its own characteristics and expertise as soon as possible. To form a leading chain of leading enterprises, specialized new enterprises gathered supporting a good ecology, both to maintain the characteristics of each other, but also to form synergy.
The second stage of work must also be well combined with the development of "new quality productivity" requirements, have a greater and faster action in the development of high-end chemical industry, and set an example for the national chemical industry to import, fill vacancies, and lead the direction.
Second, accelerate the construction of new scientific and technological infrastructure to ensure the accelerated development of new quality productivity. Scientific and technological innovation is the core factor of developing new quality productivity, and Shandong chemical industry must tap the potential of scientific and technological innovation to develop and expand the high-end chemical industry. We should give enterprises the leading role in innovation, let large state-owned enterprises and industry leaders become the main force of innovation, and guide them to establish an independent innovation system that is market-oriented, efficiency-centered, project-linked and platform-supported. Support enterprise original innovation, system integration innovation, introduction, absorption and digestion of re-innovation, online optimization and innovation.
As the carrier of the industrial chain and industrial cluster, chemical parks and industrial clusters should focus on the common problems and key bottlenecks of innovation, accelerate the layout and construction of new infrastructure such as innovation engineering centers and pilot bases, and play a big role in the development of industrial innovation. At present, the deep integration of industry, university and research and the joint innovation of introducing intelligence and talent have been paid more and more attention by some units and parks. For the dominant industry of the local unit, the joint construction of regional R&D centers and innovation engineering centers with domestic first-class scientific research institutes, as well as pilot bases and industrialization platforms, can reduce many detours and avoid the risks that most units can not afford independent innovation. It can refer to the practice of Shanghai to build an international innovation center for new chemical materials, and build an innovation center by industry and field led by industry authorities or industrial parks, led by large enterprises, supported by relevant scientific research institutes, and participated by upstream and downstream partners of the industrial chain. For example, Binhua Group and the Dalian Institute of Chemical Sciences of the Chinese Academy of Sciences jointly established the Central Research Institute in Binzhou, Shandong Province, focusing on product application, industrialization, pilot base, experimental research and development, theoretical research, to build an open innovation research and development system, which is a good exploration.
Third, the construction of a number of national chemical industrial parks with a high standard layout, and accelerate the transformation and upgrading of chemical parks with digitalization and intelligence, and win the first place in the digital wave of the park. There are a lot of chemical parks and gathering areas in Shandong Province, but few of them can really be called first-class chemical parks in China. It is necessary to strive for a number of national chemical industry parks to be landed in Shandong through the way of upgrading the construction and filing. Further speaking, there are now seven national petrochemical industry bases in China, Shandong as the "first province of chemical industry" and the largest refining and chemical industry base, should strive for the national petrochemical "eighth pole" as an important priority direction in the near future.
In addition, digitalization and intelligence are reshaping the world and also reshaping industries. As a major province of chemical industry, Shandong should take the lead in making an example in high-quality development, and digitalization and intelligence are very good opportunities and starting points. Compared with the digital intelligent remodeling and improvement of a single enterprise, the digital intelligent promotion of the chemical park is more strategic significance. Shandong, a major chemical province, wants to achieve the corner overtaking in the park, and it is a very good choice to use digital intelligence. The exploration of "smart park" is in the ascendant, digital management, digital energy, digital security and environmental protection, digital logistics, digital science and innovation... The scene and prospect of the digital link of the park have been clearly displayed in front of us.
Fourth, speed up infrastructure construction to make up for weaknesses, especially to further improve the quality of safety and environmental protection. Shandong chemical industry has a lot of debts in history, which is also an important reason for the trough of the industry in 2010-2020, although the province has made bold rectification and improvement in recent years, has made up some shortcomings and filled in some loopholes, but from the requirements of high-quality development, there is still no small gap. We must be determined to increase investment in infrastructure such as safety and environmental protection, including hardware investment such as infrastructure and software investment such as personnel training and cultural construction, and truly establish the high-quality development and park of the province's chemical industry on the basis of safety and reliability, green and low-carbon, stable and controlled, and clear expectations.
Fifth, further improve the business environment, open and inclusive, and form a new development pattern of internal and external dual-cycle and dual-wheel drive. As mentioned earlier, powerful goals cannot be achieved by internal circulation alone, and it is easy to fall into the rut of inbreeding and rigid stagnation. Only by allowing capital from outside the province and even global capital to enter, retain and develop well, and central enterprises, state-owned assets, private, foreign and other economic components to compete on the same stage, the future of Shandong chemical industry will be more dynamic and inexhaustible. To smooth the external circulation, we must break all kinds of glass doors, colored glasses, exclusionary policies and hidden rules, and create a business environment that is equal, simple and values creation.
In short, the blueprint and top-level design of the construction of Shandong chemical province has been completed, and the journey of the new era has also started, to maintain the spirit and courage to deepen reform, a blueprint is drawn to the end, and the goal of the chemical province is fully expected to be realized during the "15th Five-Year Plan" period. At that time, Shandong chemical industry will certainly have a new transformation, the visual impact it brings to the world will no longer be limited to its giant, but its abundant, rich and surging forward momentum. China's chemical industry first strong province, the global chemical industry high-quality development demonstration zone, is strutting, small to big.
