国际石油经济2025，Vol.33Issue(10)：24-30,96,8.DOI:10.3969/j.issn.1004-7298.2025.10.003
全球石化行业格局加速重构
Accelerated Reshaping of Global Petrochemical Industry Structure
摘要
Abstract
In 2025,the global petrochemical industry enters a phase marked by overlapping cyclical adjustments and structural transformation.Established production hubs such as Europe,Japan,and South Korea are experiencing dual pressures from rising costs and weakening demand,resulting in a discernible contraction of their industrial bases.Emerging markets,including India and Southeast Asia,have become new pillars of global industrial growth,accelerating the eastward shift of worldwide production capacity.The rise of trade protectionism and supply chain regionalization is disrupting the existing equilibrium of global petrochemical trade.Confronted with external challenges—such as resource mismatches between refined oil products and chemicals,alongside trade pressures—China's petrochemical sector is leveraging coal-based chemicals and"anti-involution"policies to foster differentiated development.In 2026,the global industry will face such systemic risks as constraints from carbon emission policies,geopolitical uncertainties,and new U.S.trade barriers.China must address overcapacity and export pressures by utilizing dual controls on energy consumption and carbon emissions to steer the sector's transition from scale expansion toward low-carbon and high-quality development,thereby reshaping its competitive stance in the global market.关键词
石油化工/供需/结构调整/贸易格局/煤化工/"反内卷"Key words
petrochemical/supply and demand/structural adjustment/trade patterns/coal chemical industry/"anti-involution"分类
经济学引用本文复制引用
吕晓东,王丽敏,隋谨伊..全球石化行业格局加速重构[J].国际石油经济,2025,33(10):24-30,96,8.
