China's liquefied natural gas industry development prospects and investment strategy 2013-2018 Forecast Report Report No. 124485 China Institute Research Institute Keywords: LNG forecast / research / analysis [Publication Date: May 2013 (No): [ delivery method: an electronic version or EMS [Price]: [paper version]: 6500 yuan [electronic version]: 6800 yuan [bound]: 7000 yuan [Order by phone: 010-56188198 [green channel]: 15313583580 【QQ Consulting】: 1,797,100,025,775,829,479 [Contact: Gao Hong website link: http://www.hyzsyjy.com/report/124485.html (click to enter the body of the website) [Report Contents] Chapter liquefied the introduction of natural gas natural gas Overview 19 1.1 19 1.1.1 Definitions 19 1.1.2 Natural gas formation and classification of the nature and characteristics of natural gas 19 1.1.3 30 1.1.4 Natural gas transportation and replacement 31 1.1.5 artificial gas, liquefied petroleum gas, the physical properties and advantages of the LNG basic concept of the gas Comparison 32 1.2 liquefied natural gas (LNG) 33 1.2.1 33 1.2.2 LNG 33 1.2.3 LNG gas system equipment 34 1.2.4 The main purpose of the LNG 36 1.3 2012 the world's natural gas resources and its exploration and development analysis 36 1.3.1 world reserves of natural gas resources and the world's major regions of the distribution 36 1.3.2 37 1.3.3 Analysis of the natural gas reserves of the global oil and gas exploration and development investment 37 1.3.4 Global Ocean reserves and distribution of oil and gas resources 1.3.5 41 of the world's offshore oil and gas exploration and development of new features 41 1.4 2012 natural gas resources in China 42 1.4.2 Analysis 42 1.4.1 China's natural gas reserves natural gas resources distribution characteristics 43 1.4.3 2012 oil and gas exploration in China 43 1.4.4 China accelerate the offshore oil and gas exploration and development 44 1.4.5 unconventional natural gas resources in China has great potential 45 1.4.6 Western region pilot collection of natural gas resources tax 45 2012 global natural gas industry development trend analysis 2.1 47 international development of the gas industry the course of development of the global natural gas industry 47 2.1.2 Summary of the world gas market development 49 2.1.3 2012 global natural gas market demand growth 47 2.1.1 49 2.1.4 50 2.1.5 Brief Analysis of the development of the natural gas market in Russia U.S. natural gas production continued steady growth 50 2.1.6 Egypt to vigorously promote the development of the natural gas industry 51 2.1.7 Iran's natural gas production capacity in 2015 to predict the characteristics of the development of the natural gas industry in China 51 2.2 51 2.2.1 Natural gas industry 51 2.2.2 China's natural gas industry development overview 52 2.2.3 China's natural gas market structure and operation mode of the pattern of demand for domestic natural gas market 53 2.2.4 55 2.2.5 China's natural gas market positioning and influencing factors 56 2.2.6 Gas Exploration and Development of China facing the situation 57 2.2.7 China Natural Gas use policy environment 62 2.3 2007-2012 April the development of the gas industry in China in 2008 62 2.3.1 China's natural gas industry Development Review 2009 62 2.3.2 China's natural gas industry development characteristics of China's natural gas industry in 2010 62 2.3.3 operating conditions 2012 63 2.3.4 Review of the Development of China's natural gas industry in January-April 2013 63 2.3.5 Analysis of the natural gas production and sales of China's natural gas industry 63 2.4 Problems 64 2.4.1 factors restricting the development of China's natural gas industry 64 2.4.2 Natural Gas industry need to unified planning and allocation of resources 64 2.4.3 recessive hardship 64 2.4.4 China's natural gas industry challenges facing China's natural gas industry 64 2.5 countermeasures to promote the development of the natural gas industry 65 2.5.1 Development of China's natural gas industry recommendations 65 2.5. 2 domestic gas industry development strategy, China's natural gas market development ideas 66 2.5.3 67 2.5.4 safeguard the natural gas industry healthy development strategies 67 2.5.5 Development of China's natural gas industry measures proposed 68 2012 China's liquefied natural gas industry operating environment Analysis of China's macroeconomic environment 70 3.1 2012 70 3.1.1 China's GDP analysis 70 3.1.2 Consumer Price Index Analysis 71 3.1.3 urban and rural incomes retail sales analysis 71 3.1.4 76 3.1.5 total fixed asset investment Analysis 78 3.1.6 import and export volume and growth rate of China LNG industry policy environment 80 3.2 2012 86 3.2.3 Analysis 80 3.2.1 the amount of natural gas commodity Interim Measures for the Administration of "80 3.2.2 Oil and Gas Pipeline Protection Act China's natural gas utilization policy 98 3.3 2012 China's liquefied natural gas industry social environment analysis 99 3.3.1 Population Environment 99 3.3.2 educational environment 100 3.3.3 Cultural Environment 101 3.4 2012 101 3.3.4 Analysis of ecological environment liquefied natural gas industry, environmental analysis 103 Chapter 2012 international LNG industry market dynamics analysis 4.1 104 104 4.1 2012 World LNG industry 104 4.1.1 World LNG industry development process 104 4.1.2 International LNG industry development situation .3 countries LNG applications 105 4.1.4 Global LNG industry chain to form a new mode 105 4.2 2012 global LNG market trade in the global LNG market trading position 106 4.2.1 2008 4.2.2 2009 106 global LNG trade status 106 4.2.3 2010 global LNG trade status 107 4.2.4 2010 world LNG trade supply and demand 108 4.2.5 Global LNG spot trade development 108 4.3 Asia-Australia region 110 4.3.1 Asia Pacific LNG market supply and demand analysis 110 4.3.2 Australia LNG Project Overview 113 4.3.3 2012 Australian LNG production growth in 2012 113 4.3.4 Japan increased LNG import intensity of 113 4.3.5 Malaysia LNG exports from Indonesia suppliers angle 114 4.3.6 dialysis LNG partnership 114 4.3.7 India LNG market demand will be strong growth in the 117 4.4 Americas and the Europe 117 4.4.1 Europe LNG projects face rising costs 117 4.4.2 Russia's first liquefied natural gas plant put into operation in 2010 118 4.4.3 2012 Russia's liquefied natural gas production increased dramatically in 2012 119 4.4.4 Europe's largest LNG terminal put into operation 119 4.4.5 U.S. and European LNG demand forecast for the second part of the 2014 European LNG imports rapid growth 119 4.4.6 120 4.5 119 4.5 Africa .1 African region to speed up the development of natural gas resources 120 4.5.2 of African countries to increase efforts to LNG production 121 4.5.3 Nigeria LNG exports approved by the Japanese investment in LNG project in Nigeria 122 4.5.4 122 4.5.5 Algeria LNG export market 122 4.5 .6 African countries intend to vigorously develop liquefied natural gas power generation 123 4.6 Middle East 123 4.6.1 Qatar liquefied natural gas production to the continuous expansion 123 4.6.2 Qatar to increase LNG exports in Japan 124 4.6.3 Oman intends to maintain the 800 million tons of LNG annual output of 125 4.6 .4 Iran 125 4.6.5 2020 Iran will become a major LNG exporting countries look forward to the introduction of foreign investment to develop the LNG industry 126 Chapter 2012 China LNG industry development trend analysis 127 5.1 China LNG industry background 127 5.1.1 China's urgent need to accelerate the transformation and upgrading of the energy structure 127 5.1.2 LNG Summary of the strategic role in China's energy structure adjustment 127 5.1.3 China should increase its efforts to the development of liquefied natural gas to ease the energy shortage overview of the development of China's liquefied natural gas 127 5.2 132 5.2.1 Domestic LNG project development Overview 132 5.2.2 China's liquefied natural gas industry a strong momentum of development 133 5.2.3 China to further accelerate the southeast coastal areas LNG layout 133 5.2.4 LNG spread at home and abroad will promote the rise of gas price reform in China 134 5.3 liquefaction cost of LNG to China industrial development impact of the future trend of the international LNG market changes and incentives 134 5.3.2 LNG Project liquefaction costs rose sharply reason 134 5.3.1 134 5.3.3 LNG liquefaction project cost analysis 135 5.3.4 liquefaction project rising costs LNG industry analysis 135 5.3.5 liquefaction costs rising response measures in the new market environment 135 5.4 cell gasification of liquefied natural gas development in China 137 5.4.1 LNG district gasification favorable conditions for development 137 5.4.2 China overview of the development of the gasification of LNG district 139 5.4.3 attention to the problem of the development of the gasification of LNG district 140 5.5 China's liquefied natural gas industry development problems in the main problems facing the development of LNG industry in China 141 5.5.1 142 5.5.2 gas source is LNG industry is the biggest obstacle to the challenges facing the development of liquefied natural gas industry in China 143 5.5.3 144 5.5.4 China's LNG development remain to be solved two problems 144 5.6 China LNG industry development measures 144 5.6.1 LNG industry need to address five a relationship 144 5.6.2 countermeasures to accelerate the development of China's LNG industry 145 147 5.6.4 5.6.3 LNG development policy recommendations to grow and develop the strategy of China's liquefied natural gas industry in China 148 5.6.5 LNG project development should focus on the production and transportation combined 148 Chapter statistical analysis of natural gas production in 2007-2012 150 6.1 2007-2012 National natural gas production 1.5 6.2 March 2013, and major provinces in natural gas production 150 6.3 March 2013 natural gas production concentration analysis 151 Chapter VII China LNG market development analysis of the situation in 2012 153 7.1 2012 the China LNG Market Overview 153 7.1.1 153 7.1.2 LNG imports LNG spot trading to try and help ease the tight supply of natural gas 153 7.1.3 China LNG market continues to the rapid expansion of domestic oil and gas giants competing to join the 154 7.1.4 LNG market 154 7.1.5 liquefied natural gas will become the main force of China's natural gas market 156 7.2 in parts of the liquefied natural gas market development 156 7.2.1 LNG potential demand for the Pearl River Delta region analysis 157 7.2 .2 Hainan, Jiangsu Province, the development of LNG vehicles have the advantage 158 7.2.3 159 7.2.4 Shenzhen Port LNG imports continued to grow vigorously promote LNG buses April liquefied natural gas import and export data 160 7.3 2008-2012 161 7.3.1 2009 -12 liquefied natural gas import and export data from January to December 2010 161 7.3.2 China's LNG imports data from January to December 2012 162 7.3.3 China LNG import data 162 7.3.4 2012 January-April China LNG imports data 163 7.4 2012 liquefied natural gas utilization analysis 163 7.4.1 LNG cold energy utilization Overview 163 7.4.2 China's small-scale LNG satellite station successful application of cold energy 164 7.4.3 LNG cold energy utilization of existing obstacles and recommendations 165 7.4.4 LNG power generation facing problems and countermeasures to 165 7.5 2012 LNG market is facing problems and development countermeasure analysis 166 7.5.1 the LNG application market lack of supporting policies need to crack 166 7.5.2 China's imports of liquefied natural gas price dilemma 168 7.5.3 China's LNG market response measures 169 Chapter VIII of the 2012 China LNG industry chain analysis 170 8.1 LNG in the characteristics of multi-gas supply sources in the role and status overview 170 8.1.1 LNG 170 8.1.2 the use of liquefied natural gas to improve the security of the gas supply 171 8.1.3 construction of LNG receiving station 173 8.2 LNG supply chain Overview 176 8.2.1 LNG supply chain non-integrated supply chain evolution 176 8.2.2 178 8.2.3 Terminal freely into net policies 179 8.2.4 GTL (GTL) 181 8.3 LNG LNG plant 182 8.3.2 182 8.3.3 LNG transport tankers of LNG receiving terminal in the industrial chain in China 182 8.3.1 184 8.3.4 LNG transport ship 184 8.3 LNG industrial chain costs and pricing strategy Analysis of .5 LNG applications 184 8.4 184 8.4.1 LNG industry chain cost analysis of various aspects of the strategy to reduce the cost of the industry chain 184 8.4.2 185 8.4.3 LNG pricing strategy of downstream users 186 8.5 China's LNG industry chain development strategy 186 8.5.1 the coastal petrochemical industry chain joint entire record 188 8.5.4 187 8.5.2 with the integration of East lost land and imported pipe network connection 188 8.5.3 strategic cooperation with the international LNG industry enterprises research and development and international cooperation to accelerate the LNG industry chain 189 8.5.5 Acceleration and downstream industry chain and market breadth to cultivate 190 Chapter 2012 Guangdong LNG Project 193 9.1 Guangdong LNG pilot project development 193 9.1.1 Guangdong Dapeng LNG project size constitute the Guangdong Dapeng LNG project construction and operation status 193 9.1.2 193 9.1.3 Guangdong Dapeng LNG project For construction of the fourth tank 193 9.1.4 LNG project in Guangdong favorable impact of 193 9.2 downstream of the Guangdong LNG pilot project the impact and consequences of the origin of gas prices Discussion 194 9.2.1 194 9.2.2 194 9.2.3 195 9.3 Guangdong LNG Pilot Project risk of development proposals the 196 9.3.1 Necessity of the Project and favorable conditions 196 9.3.2 projects progress of the economic analysis of project risks and uncertainties 198 9.3.3 199 9.4 Guangdong LNG project under construction (proposed) dynamic start building Jieyang LNG project laid the foundation stone in 2012 201 9.4.2 201 9.4.1 2012 Zhuhai LNG project 202 9.4.3 the Maoming build LNG terminal project 202 9.5 the Guangdong LNG prospects and the market forecast 203 Chapter 203 9.5.2 Guangdong Province LNG market outlook 2012 other 202 9.5.1 Guangdong LNG plant Future Prospects LNG projects in the region Dynamic Analysis 205 10.1 205 10.1.1 Fujian Fujian LNG project in the course of 205 10.1.2 China's first LNG cold energy utilization projects to start construction in Fujian Fujian LNG project in 2010 205 10.1.3 smoothly into operation period 206 10.1.4 2012 Fujian LNG project gas-fired power plant fully completed to receive Australia LNG 207 10.2 Shanghai the 208 10.2.1 Shanghai LNG project introduced the 208 10.2.2 syndicated loan of 49 billion yuan to support the construction of LNG projects in Shanghai 208 10.2 206 10.1.5 Fujian LNG project in 2012 for the first time. Shanghai Yangshan Port LNG terminal put into operation in 2010 209 10.2.4 the Shanghai LNG station into Chengshiguanwang 209 10.3 Jiangsu the 210 10.3.1 Jiangsu LNG project Introduction 210 10.3.2 Jiangsu LNG project construction progress 211 10.3.3 2012 Jiangsu LNG tank 2 mechanical completion in 2012 211 10.3.4 213 10.3.6 Jiangsu introduction and utilization of LNG projects in the Jiangsu LNG terminal put into operation 212 10.3.5 the need for analysis of the introduction of LNG projects in Jiangsu recommendations Shandong 213 10.4 215 10.4 .1 Shandong LNG project Introduction 215 10.4.2 Shandong Province, the necessity of the construction of the LNG project 2012 215 10.4.3 Shandong Jiaonan LNG, projects under construction 216 10.4.4 oil to be building in Weihai, Shandong LNG project 216 10.4.5 oil and gas giant Shandong LNG project competing force Dalian 217 10.5 221 10.5.1 the Dalian LNG Project Overview 221 10.5.2 2010 the establishment of the joint venture company of Dalian LNG project 221 10.5.3 2012 Dalian LNG project overall completed 222 10.6 Other provinces and cities LNG project Development 222 10.6.1 Zhejiang LNG project profiles 222 10.6.2 Zhejiang LNG project started in 2010 the construction of Beihai, Guangxi LNG project approved in 2012 223 10.6.3 223 10.6.4 2012 Hebei Tangshan LNG project to start building 224 XI Chapter 2012 analysis of key enterprises of China LNG 226 11.1 China National Offshore Oil Corporation 226 11.1.1 Company Overview 226 11.1.2 2009 operating conditions of China's CNOOC CNOOC in 2010 226 11.1.3 operating conditions 231 11.1 .4 2012 China National Offshore Oil Corporation, the health of China's CNOOC LNG business development 231 11.1.5 232 11.1.6 2014, China will build an LNG project in Hainan CNOOC LNG Project 234 11.1.7 Layout Planning 235 11.2 China National Petroleum Corporation 236 11.2.1 Company Overview 236 11.2.2 Analysis of major economic indicators of 237 11.2.3 Corporate Profitability Analysis 243 11.2.4 Solvency Analysis 244 11.2.5 ability of business operations 245 11.2. the 6 Business Growth Analysis 245 11.2.7 China Petroleum Development the LNG project Practices Analysis 246 11.2.8 oil and gas business "12th Five-Year Plan" 249 11.3 China Petroleum & Chemical Corporation 250 11.3.1 Company Profile 11.3.2 250 enterprises of major economic index analysis 251 11.3.3 profitability of the business Analysis 256 11.3.4 enterprises solvency analysis of business operations in 257 11.3.5 Analysis 258 11.3.6 Business Growth Analysis 258 11.3.7 2012 Sinopec signed LNG purchase and sale agreement 259 11.3.8 Sinopec integration of the natural gas business to enhance competitiveness 259 Chapter 12 2013-2018 China LNG market trends and prospects prospects for the development of the international LNG 261 12.1 2013-2018 261 12.1.1 world LNG market outlook outlook 261 12.1.2 2020 Global LNG Market Forecast 261 12.1.3 2030 World LNG annual demand forecast 261 12.1.4 Future LNG or will become the power generation fuel 262 12.2 2013-2018 262 12.2.1 LNG LNG industry trends alternative oil Tendency of 262 12.2.2 Layout trend of China's LNG industry 265 12.2.3 the future direction of the LNG industry 266 12.3 prospects for the development of China's liquefied natural gas market forecast for 2011-2014 267 12.3.1 China will have more than one LNG project put into operation 267 12.3.2 China's liquefied natural gas industry in 2013-2018 Forecast and Analysis 268 12.3.3 2015 domestic liquefied natural gas market supply and demand gap 268 12.3.4 optimistic about the prospects for the development of China's LNG market 269 Chapter 13 2013-2018 China invested in LNG opportunities and risks 270 13.1 2013-2018 270 13.1.1 Global demand for natural gas, liquefied natural gas investment background huge 270 13.1.2 Future of China's natural gas market as a whole environment is broad prospects for China's natural gas industry to 270 13.1.3 271 13.1.4 China owned allowed to enter the field of oil and gas development 271 13.2 2013-2018 LNG investment opportunities in China 273 13.2.1 LNG becoming global investment hot spot 273 13.2.2 LNG industry in China increasingly attach importance to China LNG 274 13.2.3 industrial development while the China LNG investment risk 275 13.3 2013-2018 275 13.3.1 Global LNG increased competition huge risk to the development of liquefied natural gas industry risks faced by 275 13.3.2 276 13.3.3 supply chain structure 278 the risk of liquefied natural gas China LNG investment advice 13.4 2013-2018 280 13.4.1 focus on core business the 280 13.4.2 emphasis on health safety and environmental protection 280 13.4.3 282 13.4.4 build reusable business model to enhance corporate transparency 282 Table of Figures Figure 1 2009 the world's remaining proven reserves of natural gas 37 Figure 2 the end of 2009, reserves of 37 of the world's major natural gas resources in the country chart changes in West Africa, shallow and deep water exploration and development investment costs 38 Exhibit 4 production of the world's oil and gas resources 40 Figure 5 natural gas resources in China 57 Figure 6 and China Gas a layer distribution of resources 58 chart 72010-2012 GDP year-on-year growth rate of 70 Exhibit 8 2012 the average per capita income of urban and rural residents compared with the median ($) 74 chart 9 2012, rural per capita net income of 74 chart 10 2012 the per capita income of urban residents constitute 74 Exhibit 11 calendar year per capita income of urban and rural residents and per capita gross domestic product (GDP) real growth rate of 75 Exhibit 12 the income gap between urban and rural residents over the years 75 Chart 13 2008-2012, China's total retail sales charts Unit: 100% 76 charts, 14 October 2001 -2012 in October retail sales monthly year-on-year growth rate (%) 78 Exhibit 15 2012 investment in fixed assets (excluding farmers) year-on-year growth rate of 79 Exhibit 16 2012 Real Estate Development and Investment year-on-year growth rate of 80 chart 17 2010 population and constitute 99 chart 18 2006-2012 regular higher education, secondary vocational education and high school enrollment of 100 Exhibit 19 2015 Asia Pacific LNG regasification capacity, net imports of proportion 110 Exhibit 20 have been built in some of LNG cell gasification station 140 Chart 21 2009-2012 China's natural gas production province Statistics 150 chart 22 January to November 2012 natural gas production of the provinces and Statistics 150 chart 23 2012 - November natural gas production concentration Statistics 151 chart 24 January to December 2009, China's liquefied natural gas import and export data 161 Chart 25 January to December 2010, China's imports of liquefied natural gas data 162 Figure 26 January to December 2012 imports of liquefied natural gas the principle of data 162 chart China's LNG imports data from January to December 27 2012 163 Figure 28 LNG industry chain processes 170 Figure 29 LNG receiving station process 173 chart 30 LNG tanks Selection 175 Figure 31 fully integrated traditional supply chain model 176 Exhibit 32 in the United States and the world consumption of natural gas composition 190 chart for nearly four years, 33 China National Offshore Oil Corporation current assets turnover frequency change 226 chart 34 past three years, China National Offshore Oil Corporation current assets turnover changes 227 Figure 35 nearly 4 years National Offshore Oil Corporation Turnover of total assets change 227 Figure 36 past three years, China National Offshore Oil Corporation Turnover of total assets change 227 chart changes in the gross profit margin of 37 nearly four years China National Offshore Oil Corporation 228 chart 38 nearly 3 years National Offshore Oil Corporation sales gross margin changes 228 Figure 39 for nearly four years China National Offshore Oil Corporation asset-liability ratio change 229 chart past three years, China National Offshore Oil Corporation asset-liability ratio changes 40 229 Chart 41 nearly four years China National Offshore Oil Corporation equity ratio changes 229 Chart 42 past three years, China National Offshore Oil Corporation equity ratio changes 230 Figure 43 the past four years the number of fixed asset turnover of China National Offshore Oil Corporation 230 Figure 44 past three years, China National Offshore Oil Corporation fixed assets turnover number 230 Chart 45 2006-2012 the Chinese CNOOC operation 231 Chart 46 December, 2012 -2012 oil assets in the balance sheet: 237 Chart 47 December, 2012 -2012 China's oil income statement: 240 chart 48 December 2012 - 2012 China Petroleum financial indicators: 242 chart on December 49 2012 -2012 the China Petroleum profitability: 243 chart December 50 2012 - 2012 China Petroleum and debt repayment and capital structure: 244 chart 512 012 - 2012 December China Petroleum operating capacity: 245 Chart 52 China Petroleum and the ability to grow in December, 2012 -2012: 245 Chart - 2012 December 53, 2012 China Petrochemical balance sheet: 251 Chart 54 2012 - 2012 December Sinopec income statement: 254 Figure 55 December, 2012 -2012 China Petrochemical financial indicators: 255 chart on December 56 2012 -2012 China Petrochemical profitability: 256 chart on December 57 2012 -2012 China Petrochemical subordinated Debt and Capital Structure: 257 chart on December 58 2012 -2012 China Petrochemical operating capacity: 258 chart petrochemical ability to grow in China, December 59 2012 - 2012: 258 Chart 60 2013-2018 China LNG industry forecast analysis 268 chart 61 LNG liquefaction plant opportunities ---- Risk Factors 279 chart 62 new LNG vaporization plant opportunity ---- Risk Factors 279 chart 63 HSE management system consists of three modules 282 Figure 64 outsourcing of low-risk, low-input accelerate the implementation of the project and reduce risk 283