摘要
LNG作为天然气供应的重要形式,其产业链涉及多个行业和领域,包括生产(进口)、储存、运输、再气化、销售利用全过程以及与此相适应的车船制造、储运设施、装备制造等相关产业,其高质量发展对中国社会经济发展和能源保供十分重要。为了推动中国LNG产业链高质量发展,基于中国LNG产业链发展现状及趋势,剖析了LNG产业链发展面临的问题,提出了推动LNG产业链高质量发展的措施建议。研究结果表明:①LNG将成为国际天然气交易的主导形式,中国国际话语权将逐步增强;②LNG生产向着大型化、小型橇装化和FLNG三个方向发展;③随着中国LNG生产技术、储存技术和运输技术的提升,国际市场竞争力将持续增强;④中国LNG产业发展存在着资源供应紧张、市场化程度较低、国际市场话语权转弱、国内企业采购分散、LNG接收站接收能力存在较大富余、储运设施建设成本高等影响产业链高质量发展的问题。进而提出以下措施建议:①推动国内LNG市场化价格市场化,建立与国际油气价格挂钩的联动机制;②加强与资源国合作、与进口国建立联盟、国内采购商建立常态化沟通机制,构建多元化资源池格局;③科学规划LNG基础设施建设;④加强数字化转型智能化发展,增强市场竞争力;⑤推动LNG与新能源融合发展。
For liquefied natural gas(LNG),a major component in gas supply,its industrial chain involves several domains,including the whole process of production(import),storage,transportation,re-gasification,sales and utilization,as well as some corresponding industries,such as automobile and ship making,storage and transportation facilities,and equipment manufacturing.And its high-quality development is crucial for social and economic growth and energy supply guarantee.Thus,challenges in the expansion of China's LNG industrial chain were analyzed on the basis of chain development status and trend.And some measures and suggestions were also made to push this in the quality development.Results show that(i)LNG will turn into a dominant form of gas trading in the world,and China will step up to improve the pace of the right of speaking;(ii)its production will develop towards three tendencies:large scale,small-scale skid,and floating liquefied natural gas(FLNG);(iii)China will achieve stronger competitiveness continuously in the international market with the advancement in LNG production,storage and transportation technologies;and(iv)LNG industrial development in China faces a couple of problems influencing on the quality development,such as tight resource supply,lower marketization,insufficient discourse right in the international market,scattered procurement of domestic enterprises,adequate LNG receiving capacity at LNG receiving stations,and high construction costs of storage and transportation facilities.Four measures and suggestions are made as follows:propelling the marketization of LNG prices and setting up linkage mechanisms on international oil and gas prices;stressing cooperation with resource countries,allying with importing countries,creating regular communication mechanisms with domestic purchasers,and building a diversified resource pool pattern;scientifically planning the construction of LNG infrastructures;strengthening digital transformation and intelligent development to raise market competitiveness;and facilitating the fusion development with new energy.
作者
叶畅
贺志明
罗小利
李海清
刘禹豆
任雨涵
YE Chang;HE Zhiming;LUO Xiaoli;LI Haiqing;LIU Yudou;REN Yuhan(PetroChina Southwest Oil&Gasfield Company,Chengdu,Sichuan 610051,China;Natural Gas Economic Research Institute,PetroChina South-west Oil&Gasfield Company,Chengdu,Sichuan 610051,China)
出处
《天然气技术与经济》
2025年第6期31-36,共6页
Natural Gas Technology and Economy
关键词
液化天然气
LNG
天然气
产业链
市场化改革
新能源融合发展
Liquefied natural gas
LNG
Natural gas
Industrial chain
Market-oriented reform
Fusion development with new energy
