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国家发改委近日发布通知要求各地区加强煤制油项目管理,现有的除神华集团两个项目外,其他项目一律暂停。我们认为由于潞安和伊泰的项目已经进入设备安装调试关键期,目前暂停的可能性不大,但其后的二期项目开展可能暂缓。
National Development and Reform Commission recently issued a circular calling for all regions to strengthen the management of coal liquefaction project, the existing addition to the Shenhua Group two projects, other projects will be suspended. We think the Luan and Yitai projects are unlikely to be suspended due to the fact that the project has entered the critical period of equipment installation and commissioning. However, the subsequent phase two of the project may be suspended.