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山东地炼企业组建炼化能源集团 抱团打造“第四桶油”难度很大

2017-09-05 07:42:10   中国经济网

不过,在丁旭看来,此次成立的集团与山东石化还是有明显的区别。山东石化主要聚焦于加油站领域的合作,而山东炼化能源集团涉及的合作范围更广泛。

《复函》显示,炼化行业集团化发展,有利于变企业单一优势为企业联合发展优势,加快推进地炼行业炼化一体化、装置大型化、生产清洁化、产品高端化、企业园区化发展。

加强合作需打破利益纠葛

尽管成立集团能够给企业转型带来诸多好处,但是一些业内人士却表示,想要达到预期的效果,难度仍然很大。

“这个事是好事,但是不好做。”一家山东地炼企业管理层人士对《每日经济新闻》记者表示,山东大大小小的炼油厂很多,质量和炼油水平参差不齐,能否在集团中达到一个统一的标准,还成问题。

并且,他表示,其实类似抱团的方式一直都有,但是效果都不明显。因为油品价格上涨的时候,企业都很团结,但是一旦出现降价的情况,合作就弱了,大家都想自己先出货。

一位石油行业分析人士也举例说,以前东明石化牵头成立中国(独立炼厂)石油采购联盟,希望多家地炼企业一起集中采购进口原油,量大的情况下在和国外谈判时能够更好的压价。这本来对降低成本来说是好事,但是每家地炼企业对油品质量的要求不一样,进口原油采购了之后,如何分配也是个问题。

“地炼企业都想自己当‘老大’,涉及到利益问题时,相互不买账的情况时有发生。”该石油行业分析人士表示。

此外,上述地炼企业管理层人士表示,集团由东明、清源等大的炼厂牵头,股权该如何分配才能不引起争议,这也是一个问题。

上述人士所担心的股权划分问题确实值得注意。譬如,目前尽管山东石化有20家股东,但是京博控股比例达到95.9%。

“京博一家占股95%,其他19家总共占股5%。一家独大的情况下,其他股东实际上也不是特别上心。山东石化当时说的组建几千家加油站一直也进度迟缓,现在只剩下一月一次的例会,起到一个沟通的作用。”丁旭说。

《复函》文件中尚未公布集团的股权如何划分。但值得注意的是,在近日青岛举行的2017中国石油市场及贸易峰会上,东明石化副总裁张留成建议,采用各家地炼企业已获得的原油使用数量、进口配额和常减压装置能力评估价格出资入股,组建山东炼化集团。

上述地炼企业管理层人士坦言,整体上虽然是有利于行业发展的,但是由于是组建集团,对单个地炼企业来说,可能会影响企业发展的整体方向。并且后续还涉及到整合,如何做到顾全整体利益,还都是需要地炼企业慎重考虑的。

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