The key to petrochemical equipment from large to strong is to increase the proportion of high-end equipment. At present, the state has identified five areas such as Marine engineering equipment and intelligent manufacturing equipment as the focus of the high-end equipment manufacturing industry, of which Marine engineering equipment is more expected by the market.
Offshore oil and gas development equipment is a typical high-tech, high-risk, high-investment, high-value-added industry. During the 12th Five-Year Plan period, CNOOC will invest more than 200 billion yuan to achieve the goal of adding 50 million tons of oil and gas production capacity. Petrochina and Sinopec will also invest heavily in this field, it can be said that offshore oil and gas development equipment has a very broad prospect.
Due to the high oil prices to stimulate the recovery of the global offshore equipment market, coupled with China’s future offshore oil and gas field development investment will increase significantly, domestic offshore equipment enterprises will gradually increase the proportion of import substitution, so A-share related listed companies face good opportunities for development.
However, he also pointed out that at present, some large and high-end equipment in petrochemical complete sets of equipment has not been developed, or there is still a gap in the technical level. This part of the equipment has high technical requirements and is difficult to manufacture, and only a few industrial developed countries in the world can manufacture, such as large reactors, ultra-high pressure compressors, ultra-low temperature chemical process pumps, high-precision metering pumps, large diaphragm pumps, shield pumps and magnetic pumps. For these equipment, domestic enterprises still need to pay close attention to the development.
In order to improve the quality of oil products, refiners need to add secondary processing units such as hydrocracking, hydrorefining, or catalytic reforming. In order to improve the processing capacity of heavy crude oil, it is necessary to expand the scale of delayed coking, hydrocracking and hydrofining. In order to adapt to the processing of high-sulfur oil, desulfurization units and sulfur recovery units will also be added.
It is worth noting that new energy equipment is also an important part of energy saving and environmental protection equipment. Sun Tengliang pointed out that the core of new energy is nuclear power, wind power and photovoltaic. Among them, the key equipment required for nuclear power is mostly composed of high-pressure vessels and high-pressure pipelines with extremely high safety levels, which are closely related to the petrochemical equipment manufacturing industry.
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