靖遠煤電(000552.SZ)擬組建靖煤化工 投建靖遠煤電清潔高效煤制氣綜合利用項目
格隆匯8月24日丨靖遠煤電(000552.SZ)公佈，公司擬出資組建靖煤劉化化工有限責任公司(“靖煤化工”，具體名稱以工商核定名稱為準)，投資建設靖遠煤電清潔高效煤制氣綜合利用項目。靖煤化工註冊資本10億元人民幣(具體金額以工商登記為準)。
公司將以靖煤化工為主體，投資建設靖遠煤電公司清潔高效煤制氣綜合利用項目(一期)，該項目以公司本地煤為原料，採用粉煤加壓氣化技術，國產化等温變換、低温甲醇洗脱硫脱碳、液氮洗精製、低壓氨合成，產品合成氨作為尿素的原料，並副產液體二氧化碳和硫磺，將形成裝置規模為合成氨30萬噸年、甲醇10萬噸年、(CO+H₂)30000Nm3h、尿素35萬噸年、液體CO₂5萬噸年、三聚氰胺6萬噸年、尿素硝銨溶液5萬噸年、硫磺3848噸年、催化劑2500噸年。項目產品結構為年生產液氨9.1萬噸、甲醇4萬噸、(CO+H₂)1.44億Nm3、尿素14.85萬噸、液體CO₂5萬噸、三聚氰胺6萬噸、尿素硝銨溶液5萬噸、硫磺1924噸、催化劑2500噸、液氧2.052萬噸、液氮1.3464萬噸和液氬1.4832萬噸。近幾年，氮肥行業緊緊圍繞淘汰落後、優化存量、擴大優質增量，持續推進產能結構優化升級，取得了顯著成效。據中國氮肥工業協會統計，截至2018年底，全國合成氨產能合計6689萬噸年，同比減少454萬噸年，尿素產能合計6954萬噸年，同比減少322萬噸年，產能過剩的局面有了較大改觀。同時隨着產能置換和優質新增產能投產，採用先進煤氣化技術的產能進一步增加，傳統煤氣化工藝的合成氨、尿素產能進一步降低。
甘肅省內每年尿素需求量約為85萬噸，僅河西地區年用量約40萬噸。目前，甘肅省內只有劉化集團公司一家生產尿素，由於天然氣限氣，產量不足40萬噸年，缺口接近50萬噸年，缺口部分主要來源於新疆、寧夏、陝西、內蒙等地，運距較遠。
通過以上分析，預計未來三年甘肅地區對於尿素的需求不會發生重大變化，需求量在85萬噸到90萬噸區間變化，而甘肅地區只有劉化集團公司一家生產尿素，而且未來三年甘肅地區尿素生產預計不會有新的競爭對手出現，因此未來三年甘肅地區尿素供需仍然存在缺口。
從價格上看，鑑於高位運行的天然氣、煤價，新型尿素產品的進一步推廣，產能結構的調整，預計尿素價格將維持高位，確保本項目的盈利前景。
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