国际石油经济2025,Vol.33Issue(9):10-18,9.DOI:10.3969/j.issn.1004-7298.2025.09.002
中国现代煤化工产业发展研究及对策建议
Research on the development of China's modern coal chemical industry and countermeasures
摘要
Abstract
The modern coal chemical industry represents a distinctive industrial sector developed by China in line with its energy resource endowment.By the end of 2023,China's production capacities for coal-to-oil,coal(methanol)-to-olefins,coal-to-ethylene glycol,and coal-to-natural gas reached 9.31 million tons/year,18.72 million tons/year,11.43 million tons/year,and 7.455 billion cubic meters/year,respectively.A large-scale,centralized,and base-oriented development pattern has taken shape,with the majority of projects located in Inner Mongolia,Shanxi,Xinjiang,Shaanxi,and Ningxia.Overall,the industry's technology has reached an internationally leading level.The development of China's modern coal chemical industry benefits from such favorable conditions as resource independence and technological self-sufficiency,significant cost advantages under high oil prices,and strengths in producing oxygenated chemicals.However,the industry also faces challenges including high hydrocarbon consumption per unit of feedstock,the mismatch between water resource availability and coal resource distribution,and potential asset stranding risks under carbon peaking and carbon neutrality constraints.The paper proposes to integrate coal-derived oil and gas into the overall strategy for ensuring oil and gas supply security,advance high-end and differentiated product development,and promote the integrated development of green and low-carbon practices within the industry.关键词
现代煤化工/产业政策/能源安全/能源转型Key words
modern coal chemical industry/industrial policy/energy security/energy transition分类
管理科学引用本文复制引用
许浩,高慧,吴谋远..中国现代煤化工产业发展研究及对策建议[J].国际石油经济,2025,33(9):10-18,9.基金项目
本研究得到国家自然科学基金项目支持(项目编号:72274204). (项目编号:72274204)