报告从战略性分析、环境信息、竞争对手情报、资讯信息快报、市场行情与数据分析等几个方面进行了分析评论。

CPCIF updated its predictions on China’s petroleum and chemical industry. Projection of main business revenue growth in Jan-Sep is dropped to 10% YOY from the previous 10.5% YOY. And the forecast for the total profit growth is the same as 12.5% YOY. Supply deficit of raw material ethylene oxide caused the low capacity utilization rate in the ethanolamine production in China. In 2012 China had 560 000 t/a capacity of ethanolamines. China’s building coatings output grew 18.1% YoY during 2000-2012. China produced 4.16 million tons of building coatings in 2012, up 20.4% YOY.

2012年我国燃料油产量达1929万吨、表观消费量为3446万吨，比上年分别增长6.6%和6.0%，燃料油产量显著增加，表观消费量逐步回升且仍主要集中在石油石化和交通运输行业。近年来，我国燃料油对外贸易主要呈现进口量微幅增长、出口量缓慢下滑，价格小幅上涨等趋势。为促进燃料油产业的发展，政府频频出台相关政策，但我国燃料油产业仍面临诸多问题。有鉴于此，政府有必要采取完善燃料油市场交易体系等措施，以促进燃料油产业的进一步发展。

The total refining capacity in China is expected to reach around 680 million t/a by 2015. Around 15 new and expansion refining projects with a capacity of over 10 million t/a are in progress in PetroChina, Sinopec and CNOOC.The newly added BDO capacity in the world is concentrated mainly in Asia, especially China. It is expected China’s total capacity of BDO to reach more than 2.8 million t/a in the next five years.Output of plastic pipe in China is forecast to reach more than 13.20 million tons by 2015, growing around 10% YoY over recent three years. The plastic pipe’s market share would be over 50% in the whole pipe market.

2013年6月12日，BP发布的2013年世界能源统计显示，在全球低迷的经济环境下，2012年世界能源消费总量124.8亿吨油当量，增速放缓至1.8%，远低于过去十年2.60%的平均增速。在美国下降2.8%的引领下，经合组织国家的能源消费下降了1.20%；非经合组织国家的消费增长4.20%，也低于过去十年5.30%的平均水平。在世界一次能源消费中，原油消费41.3亿吨油当量，占消费总量的33.1%，份额连续第13年下滑，为1965年以来的最低值；天然气消费29.87亿吨油当量，占23.9%可再生能源消费总量为2.37亿吨油当量，占1.9%。与此同时，世界能源市场正发生一些深刻的变化。

Asian public institutional equity investors are turning their attention to North American oil and gas opportunities for attractive growth and returns, following in the footsteps of their private investment counterparts. When more exports of US LNG from the shale-gas production boom are allowed, China and the rest of northern Asia could benefit from much cheaper gas. Rising operating costs continued to become a barrier to oil and gas company growth despite the industry’s rapid expansion. Asia’s economic growth is restricted by its huge dependence on foreign imports of oil and gas.

2013年3季度，国家相关部门陆续出台的一系列政策将对我国石化行业发展带来重要影响。在产业发展、调控及准入政策方面，国务院办公厅发布政策扶持煤层气开采利用；国家安全监管总局发布指导意见加强化工过程安全管理、进一步推动不具备安全生产条件的小化工企业关闭工作；发布规定加强化工（危险化学品）企业生产安全保障。在价格管理方面，国家发改委适时调整成品油价格，确保市场平稳健康运行；发布油品质量升级价格政策，加快推进我国油品质量升级步伐。对外贸易方面，商务部继续实施反倾销措施间接保护国内化工产品市场。