江苏省的第三方化工品仓储行业整合报告.docx

1. 长三角地区沿岸第三方化工码头储罐行业概况及趋势overview and development trends of third-party chemical storage industry in the yangtze river delta1.1. 江苏省jiangsu1.1.1. 地区行业概况及发展趋势overview and industry development江苏省的第三方化工品仓储行业发展成熟，2009年，该省第三方化工品罐容约546.5万立方米。储罐在江苏省各港口分布较广，其中张家港是江苏省储罐最主要的集中地，占总罐容的27.2%左右，其次为江阴，占总罐容的16.7%左右。2012年，江苏省第三方化工品罐容预计将达650万立方米左右，张家港、江阴和太仓均有较大规模的扩建。目前，该地区涉及的化学品主要为乙二醇、甲醇、烧碱、苯乙烯、冰醋酸和混合芳烃等。jiangsus third-party chemical storage industry is mature, with a total storage capacity of 5.465 million cubic metres (m3). storage tanks are widely distributed at the ports of jiangsu. a majority of them are located at zhangjiagang, accounting for 27.2% of the total capacity in jiangsu, while jiangyin takes a share of 16.7%. large expansion at zhangjiagang, jiangyin and taicang is expected to increase jiangsus total third-party storage capacity of chemicals to 6.50 million m3 in 2012. major chemicals in jiangsu include ethylene glycol (meg), methanol, caustic soda, styrene monomer (sm), acetic acid (aa) and bezene-toluene-xylene (btx). 1.1.1.1. 地区自然地理及港口条件概况geographical and port conditions江苏省滨江临海，位于我国沿海、沿长江经济带的结合部，具有通江达海、承东启西的区位优势。境内拥有约800多公里长江岸线、1000公里的海岸线和690公里京杭运河，全省内河通航里程2.4万公里，水网密布，具有发展港口的优良条件。situated in the yangtze river economic belt, jiangsu is named the door of the east and west. jiangsu has a coastline of over 800 kilometres (km) along the yangtze river, 1,000km along the yellow sea and 690-km beijing-hangzhou grand canal. the length of its navigable inland waterways reached 24,000km. jiangsu is endowed with good port conditions. 江苏省内沿海、内河港口众多，沿江、沿海港口包括南京、苏州（包括太仓、张家港和常熟港区）、南通、江阴、泰州、常州、扬州为主的沿江港口群以及连云港、盐城（包括滨海、大丰、射阳和陈家港等港区）为主的沿海港口群。其中连云港、南京、苏州、南通为全国沿海主要港口。jiangsu has numerous coastal and inland ports. nanjing, suzhou (taicang, zhangjiagang and changshu port area), nantong, jiangyin, taizhou, changzhou and yangzhou form the port cluster alongside the yangtze river, while lianyungang, yancheng (binhai, dafeng, sheyang and chenjiagang port area) are major costal ports in jiangsu. lianyungang, nanjing, suzhou and nantong are major coastal ports in china. 1.1.1.2. 地区储罐供应情况及趋势storage tank supply and development trends1.1.1.2.1. 地区码头储罐总规模及未来扩建计划overall scale and expansion plan2009年，江苏省第三方化工品储罐罐容约546.5万立方米，主要分布在张家港、江阴、和南通等港口。未来，受到港口物流业稳定发展的影响，在江苏省的储罐扩建计划较多，预计到2012年。省内储罐总罐容将会达到650万立方米左右。jiangsus third-party storage capacity of chemicals totalled 5.465 million m3 in 2009 and is mainly located at zhangjiagang, jiangyin and nantong ports. the storage capacity is expected to reach 6.50 million m3 in 2012 on the back of capacity expansion boosted by stable development of logistics industry. 1.1.1.2.2. 地区储罐地理位置分布及趋势geographical location and development trends2009年，江苏省储罐主要分布在张家港和江阴，两者占省内总罐容的比例分别达到27.2%和16.7%左右。storage tanks were mostly located at zhangjiagang and jiangyin in 2009. their storage capacity accounted for 27.2% and 16.7% respectively of the total capacity in jiangsu. 表格 1 江苏省储罐地理分布及趋势table 1 geographical location and development trends of storage tanks in jiangsu江苏省储罐地理分布及趋势（单位：万立方米）geographical location and development trends of storage tanks in jiangsu (unit: 0,000 m3)港口200820092012（e)南京31.131.137.9张家港124.6148.9158.9常熟24.838.338.3常州27.932.454.8江阴74.191.3105.8南通69.579.189.7太仓38.038.054.6泰州303646仪征33.233.241.2其它18.418.423.4总计471.4546.56501.1.1.2.3. 地区储罐主要罐型分布及趋势type of storage tanks2009年，江苏省储罐罐型主要以碳钢罐居多，占省内总罐容的比例达到73.4%，不锈钢罐和球罐所占比例分别为22.7%和3.9%左右。most storage tanks in jiangsu were carbon steel tanks in 2009, occupying 73.4% of the total. while stainless steel and spherical tanks accounted for 22.7% and 3.9% respectively.表格 2 江苏省储罐主要罐型分布table 2 type of storage tanks in jiangsu江苏省储罐主要罐型分布（单位：万立方米）港口碳钢不锈钢球罐南京22.38.80张家港116.132.60.2常熟31.26.50.6常州22.28.71.5江阴59.325.56.5南通62.713.82.6太仓24140泰州20.96.98.2仪征28.93.50.8其它13.7 3.8 0.8 总计401.3 124.021.2占比73.4%22.7%3.9%1.1.1.2.4. 地区储罐主要投资背景investment background of storage tanks江苏省化工品物流产业发达，各种投资背景的储罐企业在该省均占有一定的份额，其中以生产企业的比例略多，接近30%。jiangsu boasts booming chemical logistics industry. the investment background of local storage companies are various, with producers covering a larger share of nearly 30%. 表格 3 江苏省储罐主要投资背景江苏省储罐主要投资背景贸易商生产企业第三方物流其它企业数1312149占比27.1%25.0%29.2%18.8%罐容127.0153.6131.1116.5占比24.0%29.1%24.8%22.1%1.1.1.2.5. 地区储罐主要企业性质ownership of major storage companies江苏地区民营企业投资建设的储罐企业数量较多，但是罐容偏小，占地区罐容最大份额的是外资背景的储罐企业，份额达到42.4%。storage companies in jiangsu are mostly private-owned companies but have a small tank capacity. foreign-invested companies cover the largest share of 42.4% of the total tank capacity表格 4 江苏省储罐企业主要性质江苏省储罐企业主要性质外商独资及合资国有民营企业数171120占比37.0%19.6%43.4%罐容219.3146.4162.6占比42.4%26.2%31.4%1.1.1.2.6. 地区储罐主要商业功能定位business functions of storage companies江苏地区的储罐主要定位于分销罐，占总罐容达到68.8%的份额，中转和配套罐各约占27.1%和4.2%。storage tanks in jiangsu are mostly used for distribution, accounting for 68.8% of the total tank capacity, while tanks for transfer and auxiliary take a share of 27.1% and 4.2% respectively. 表格 5 江苏省储罐企业主要商业定位江苏省储罐企业主要商业定位中转分销配套企业数13332占比27.1%68.8%4.2%1.1.1.3. 地区储罐需求情况及趋势demand and development trends of storage tanks1.1.1.3.1. 地区总周转量及主要周转产品overall turnover volume and major products for turnover江苏省地区2009年第三方化工品仓储总周转量约2717.3万吨。周转量中排名前五位的产品依次是乙二醇、甲醇、烧碱、苯乙烯、冰醋酸。the overall turnover volume of third-party chemical storage companies reached 27.173m tonnes in jiangsu in 2009. the top five products were meg, methanol, caustic soda, sm and aa in terms of the turnover volume.表格 6 江苏地区主要周转产品江苏地区主要周转产品（单位：万吨）乙二醇甲醇烧碱苯乙烯冰醋酸其它合计周转量524.6359.5298.9137.3127.31269.62717.3占比21.0%14.3%11.0%5.5%5.1%43.1%100%1.1.1.3.2. 主要货源地major origins of cargoes江苏地区的货源中，进口货与内贸货均占到较大比重，进口货源占到总周转量的约66.1%，内贸则占到33.9%左右。cargoes in jiangsu are mostly imported and domestic cargoes. import trade accounts for 66.1% of the total turnover volume, while domestic trade covers the remaining 33.9%.表格 7 江苏地区周转产品主要货源地江苏地区周转产品主要货源地进口内贸66.1%33.9%1.1.1.3.3. 地区辐射区域及物流方式destination and logistics methods该区的货物主要的辐射区域仍旧为长三角，其中以江苏本地居多，其次为上海和浙江。由于江苏省紧挨山东，也会有部分货物运往山东省，也有部分货物将顺长江流向内陆省份。流出方式以车运和船运为主，车运占到约52.6%，船运占到约44.8%，仅有少部分通过管道运输，占比2.6%左右。the majority of cargoes in jiangsu flow to the local market and some are destined for shanghai and zhejiang. a few products are delivered to shandong, which borders jiangsu and some others flow to other inland regions. truck and ship are the major transport mode, taking a ratio of 52.6% and 44.8% respectively, while pipeline only occupies 2.6%.表格 8 江苏地区对辐射区域物流方式江苏地区对辐射区域物流方式船车管道44.8%52.6%2.6%1.1.1.3.4. 地区辐射主要客户类型major customer types该地区主要客户大部分是生产企业，占到59.7%，贸易商占40.3%。producers are major customers in jiangsu with a ratio of 59.7%, while traders cover a share of 40.3%.表格 9 江苏地区主要客户类型江苏地区主要客户类型贸易商生产企业40.3%59.7%1.1.1.4. 地区宏观以及石化产业发展现状及趋势current situation and development trends of macro-economy and petrochemical industry in jiangsu1.1.1.4.1. 当地宏观经济环境及趋势macro-economic environment and development江苏多年来为国内的经济大省，gdp数值仅次于广东省为全国第二大省。近年来，江苏省经济发展迅猛，第三产业比重不断上升，整个江苏经济处于工业化的中期后阶段，而苏南已经提前开始进入工业化后期。但经济发展的外部环境趋于复杂，作为欧盟的主要贸易伙伴、外向型经济发达的江苏来说，所受全球金融危机的影响仍未消除，再加上此危机背景下种种贸易保护主义抬头，以及人民币升值压力加大，江苏出口企业的困难还将持续。jiangsu has the second highest gdp in china after guangdong. the proportion of tertiary industry has been increasing in jiangsu alongside the booming economic development. jiangsu has entered into the middle stage of industrialization, while southern jiangsu has advanced into the latter stage. however, local exporters would continue to face challenges from the complicating external environment, the lingering impacts from the global financial crisis, trade protectionism and growing pressure on yuan appreciation. 1.1.1.4.1. 当地主要石化企业及扩产major petrochemical producers and capacity expansions in jiangsu江苏省石化产业发达，石化企业众多。当地的主要石化企业有扬子石化，塞拉尼斯，江苏索普，南京炼厂，扬子巴斯夫等，未来两年内也将有较多的新建扩建项目投产。jiangsu is home to many petrochemical companies, including sinopec yangzi, celanese, jiangsu sopo, nanjing refinery and basf-ypc. many new and expansion projects are expected to start up in the coming two years. 表格 10 江苏地区主要石化企业及扩产计划企业名称城市产品2009年产能（万吨）新增产能（万吨/年）扩产时间扬子石化南京对二甲苯85南京混二甲苯75南京乙二醇18南京冰醋酸10南京二甘醇1.8南京纯苯49南京甲苯30扬子巴斯夫南京乙二醇30南京二甘醇3南京苯乙烯12南京纯苯15南京辛醇11南京dmf4南京丙烯酸酯15.5南京炼厂南京对二甲苯60南京混二甲苯13南京纯苯18南京甲苯11.4金陵石化南京dop20南京混二甲苯下游10塞拉尼斯南京冰醋酸120南京甲醇下游60江苏钟山南京环氧丙烷4南京聚醚多元醇7南京石化南京环己酮8南京苯胺0102010年南京惠生南京甲醇20南京化工厂南京苯胺16南京红宝丽南京聚醚多元醇14金浦锦湖南京聚醚多元醇5南京菱天南京dmf4南京鑫沛南京苯胺3金陵帝斯曼树脂有限公司(upr)南京苯乙烯下游0.7南京可利亚南京聚醚多元醇072011年张家港ineos张家港苯酚0402011年第四季度张家港丙酮0252011年第四季度w/张家港苯乙烯下游6常熟优必加常熟苯乙烯下游02-常熟二甘醇下游02-常州东昊常州苯乙烯20常州建滔常州苯酚0202011年第一季度常州丙酮0122011年第一季度常州新湖(abs)常州苯乙烯下游03.52010年常州丙烯晴下游03.52010年常州亚士兰现代化学(upr)常州苯乙烯下游042010年江苏新菱常州dmf3江苏新亚常州dmf2江苏亚邦涂料股份有限公司常州苯乙烯下游09-江苏利士德江阴苯乙烯40江阴苯乙烯下游0242011年江苏双良江阴苯胺5江苏富菱化工有限公司(upr)江阴苯乙烯下游3江阴苯乙烯下游18江苏三房巷集团公司合纤分厂江阴乙二醇下游40江阴倪家巷（eps）江阴苯乙烯下游12泰州联成泰州dop0122010年第一季度泰州石化泰州丁酮4江苏索普（集团）公司镇江甲醇50镇江冰醋酸60602011年第二季度镇江甲醇下游0602011年第二季度镇江东昌镇江聚醚多元醇7镇江联成镇江dop41镇江奇美(abs)镇江苯乙烯下游10镇江丙烯晴下游10宁武化工镇江聚醚多元醇12苏州安利苏州dop10苏州mma1.2苏州中化国际苏州聚醚多元醇7苏州聚醚多元醇5江苏恒力化纤有限公司苏州乙二醇下游20昆山合峰昆山dop15泰兴新浦泰兴苯胺13.5泰兴苯乙烯32中海先锋泰兴冰醋酸10江苏宏信通州辛醇下游092010年通州dop092010年第一季度大和氯碱盐城苯胺3江苏裕廊盐城丙烯酸酯25江苏扬农扬州苯胺31.1.1.4.2. 当地主要进出口化学品及趋势major chemical imports and exports in jiangsu当地主要进口化学品为乙二醇、甲醇、苯乙烯、甲苯、纯苯、二甘醇、邻二甲苯、二甲苯、苯酚、对二甲苯、丙烯腈、丙酮、环氧丙烷、dop、丙烯酸酯、冰醋酸、丙烯酸、聚醚多元醇和mdi，其中甲醇较2008年的进口量迅猛增加，预计未来几年仍将以这些品种为主。local major imported chemicals involve meg, methanol, sm, toluene, benzene, diethylene glycol (deg), o-xylene (ox), xylene, phenol, p-xylene (px), acrylonitrile (acn), acetone, propylene epoxide (po), dioctyl phthalate (dop), acrylic ester, aa, acrylic acid, polyether polyol (ppg) and methylene diphenyl diisocyanate (mdi). jiangsus import volume of methanol increased sharply in 2009 as compared to 2008. and the above mentioned products would remain the major imported chemicals in the next few years. 表格 11 江苏地区主要进口化学品及趋势产品2008进口数量（吨）2009进口数量（吨）增减%乙二醇2,754,9373,178,87615%甲醇788,6433,151,881300%苯乙烯1,599,0882,036,30127%甲苯186,236552,533197%苯123,425427,401246%二甘醇294,341403,86837%邻二甲苯214,086398,06586%二甲苯143,680323,708125%苯酚193,772319,55065%对二甲苯279,631229,007-18%丙烯腈168,723228,34635%丙酮118,733209,29076%环氧丙烷19,622188,432860%dop58,496142,197143%丙烯酸酯47,38777,14063%冰醋酸77,89059,533-24%丙烯酸30,64844,67746%聚醚多元醇23,02641,45380%mdi9,32811,42723%辛醇606323-47%出口产品中，纯苯、冰醋酸、聚醚多元醇、对二甲苯、二甲苯、甲醇、苯乙烯、二甘醇、丙烯酸和丙烯酸酯均为2009年主要的出口化学品，其中纯苯、冰醋酸和苯乙烯较2008年出口量均出现增多的态势。benzene, aa, ppg, px, xylene, methanol, sm, deg, acrylic acid and acrylic ester were major chemicals exported from jiangsu in 2009. the export volume of benzene, aa and sm increased from the 2008 level. 表格 12 江苏地区主要出口化学品及趋势产品2008出口数量（吨）2009出口数量（吨）增减%苯2,98473,2452,355%冰醋酸16,92150,900201%聚醚多元醇29,63131,0225%对二甲苯54,35815,642-71%二甲苯13,6797,797-43%甲醇188,9735,999-97%苯乙烯1,9625,880200%二甘醇11,0743,465-69%丙烯酸5781,06284%丙烯酸酯9,5701,046-89%mdi016-dop934-96%乙二醇17,4930-邻二甲苯7,5310-环氧丙烷1,2650-1.1.2. 南京港nanjing port图表 1 南京港储罐企业区域辐射半径figure 1 distribution of storage companies at nanjing port1.1.2.1. 地区行业概况及发展趋势overview and industry development南京是江苏省省会，南京港以油品的中转仓储为主，化工品储罐较少。2009年，化工品第三方储罐罐容约为31.1万立方米，占江苏总罐容的5.9%左右。未来两年中，该地区的化工品物流将保持稳定发展，到2012年，南京港的储罐罐容预计会扩大到37.9万立方米左右。nanjing is the capital of jiangsu. the port of nanjing is mainly used for storage and transfer of oil products, with limited storage tanks of chemicals. its third-party storage capacity of chemicals reached 311,000m3 in 2009, accounting for 5.9% of the total capacity in jiangsu. with the stable and sustainable development of local chemical logistics industry, local storage capacity is expected to total 379,000m3 in 2012. 1.1.2.2. 地区自然地理及港口条件概况geographical and port conditions南京港码头水深约为12至13米左右，10000至80000吨级船只均可停靠，港口码头岸线总长度是3500多米，具有优越的水文条件。是我国综合运输体系当中的沿海主要港口之一，是南京市及其周边地区的经济发展的重要依托，是实施西部大开发的窗口之一，是我国内陆最大、最重要的江、海、陆多种运输方式相衔接的综合运输枢纽和现代物流服务基地，南京港将以原材料、能源等大宗散货和集装箱运输为主，大力发展临港工业和物流业，建设成为多功能、综合性港口。nanjing port has a water depth of 12-13m and a wharf length of over 3,500m. it is capable of berthing ships of 10,000-80,000 deadweight tonnage (dwt) and boasts favourable hydrologic conditions. as a major coastal port in chinas comprehensive transport system, nanjing port is an import basis for the economic development of nanjing and its surrounding regions and a window for china western development. it is the largest and comprehensive transportation hub in inland china and a modern logistic service base. specializing in transportation of raw materials, energy and containers, nanjing port will strive to develop harbor-oriented industry and logistics industry and develop into a multifunctional and comprehensive port. 1.1.2.3. 地区储罐供应情况及趋势1.1.2.3.1. 地区码头储罐总规模及未来扩建计划overall scale and expansion plan2009年，南京港第三方化工品罐容约31.1万立方米。南京港附近可用作扩建储罐的工业用地较多，但化工品并不是当地储罐企业的主要经营品种，因此，预计到2012年，当地的罐容将会小幅增长，达到37.9万立方米左右，主要来自南京清江油运集团。the third-party storage capacity of chemical products totalled 311,000m3 at nanjing port in 2009, with large room for expansion. but as chemicals are not the major business of local storage companies, the tank capacity is expected to increase slightly to 379,000m3 in 2012. the capacity expansion is mainly attributed to nanjing qingjiang oil transport group. 1.1.2.3.2. 地区储罐地理位置分布及趋势geographical location and development trends南京港分为多个港区，其中栖霞区和六合区为目前主要的化工品仓储企业聚集区域，2009年总罐容约为31.1万立方米，预计2012年达到37.9万立方米。nanjing port has many port areas, with qixia and liuhe district being the home to major storage companies of chemical products. the total tank capacity at nanjing port reached 311,000m3 in 2009 and is expected to amount to 379,000m3 in 2012. 图表 2 南京主要港区分布示意表格 13 南京港储罐地理分布及趋势南京港储罐地理分布及趋势（单位：万立方米）200820092012（e)栖霞港区31.131.137.91.1.2.3.3. 地区储罐主要罐型分布及趋势type of storage tanks南京港储罐的主要罐型为碳钢罐，占到地区总罐容的71.7%，不锈钢罐也占有28.3%的比例。most storage tanks at nanjing port are carbon steel tanks, occupying 71.7% of the total, while stainless steel tanks account for 28.3%.表格 14 南京港储罐主要罐型分布南京港储罐主要罐型分布（单位：万立方米）碳钢不锈钢球罐南京22.38.80占比71.7%28.3%01.1.2.3.4. 地区储罐主要投资背景investment background of storage tanks南京港储罐企业以物流企业投资建设较多，罐容约占地区总罐容的93.6%。storage companies at nanjing port are mostly invested by logistics service providers. their tank capacities account for 93.6% of the local total.表格 15 南京港储罐主要投资背景南京港储罐主要投资背景贸易商生产企业第三方物流其它企业数1040占比20%0%80%0%罐容2029.10占比6.4%0%93.6%0%1.1.2.3.5. 地区储罐主要企业性质ownership of major storage companies南京港储罐企业中，以外资和民营企业居多，从数量上各占40%，国有企业占20%。但从罐容上看，外资储罐企业的罐容较大，占当地总罐容的74.6%，其次是国有企业储罐罐容，占15.8%，民营储罐企业罐容较小，仅占9.6%。storage companies at nanjing port are mostly foreign-invested or private-owned companies, each accounting for 40% of the total, while state-owned companies cover a share of 20%. foreign-invested companies occupy 74.6% of the total tank capacity of nanjing, state-owned companied take a share of 15.8%, and private-owned companies account for the remaining 9.6%. 表格 16 南京港储罐企业主要性质南京港储罐企业主要性质外商独资及合资国有民营企业数212占比40%20%40%罐容23.24.93占比74.6%15.8%9.6%1.1.2.3.6. 地区储罐主要商业功能定位business functions of storage companies南京港储罐企业以中转和分销为主，配套为辅。其中中转罐和分销罐分别占总罐容的约40%，配套罐占到20%左右。storage tanks at nanjing port are mostly used for transfer and distribution, each accounting for 40% of the total tank capacity, while tanks for auxiliary take a share of around 20%. 表格 17 南京港储罐企业主要商业定位南京港储罐企业主要商业定位中转分销配套企业数221占比40%40%20%1.1.2.4. 地区储罐需求情况及趋势demand and development trends of storage tanks1.1.2.4.1. 地区总周转量及主要周转产品overall turnover volume and major products for turnover南京地区2009年第三方化工品仓储总周转量约230万吨。周转量中排名前五位的产品依次是冰醋酸、烧碱、甲醇、对二甲苯、乙二醇。the overall turnover volume of third-party chemical storage companies reached 2.30m tonnes in nanjing in 2009. the top five products were aa, caustic soda, methanol, px and meg in terms of the turnover volume.表格 18 南京地区主要周转产品南京地区主要周转产品（单位：万吨）冰醋酸烧碱甲醇对二甲苯乙二醇其它合计周转量48.325.523.315.610.4106.9230占比21%11.1%10.1%6.8%4.5%46.5%100%1.1.2.4.2. 主要货源地major origins of cargoes南京港地处长江要道，是连接广大内陆地区和沿海地区的重要交通港口，因此该港口的周转货物的来源较平均，进口货物占总量的约50.4%，内贸货物占总量的约49.6%。nanjing is the intersection of yangtze rivera transport artery connecting chinas inland and coastal regions. imported cargoes cover 50.4% of the total turnover volume in nanjing, while domestic cargoes occupy the remaining 49.6%. 表格 19 南京地区周转产品主要货源地南京地区周转产品主要货源地进口内贸50.4%49.6% 1.1.2.4.3. 地区辐射区域及物流方式destination and