目前,甲醇已成为一个令业内十分纠结与伤心的产品。这一方面源于持续低迷行情所导致的亏损累累,另一方面是因为其本身仍隐藏着可能加剧企业运营困难的种种危机。我国甲醇七成以上采用煤头路线,煤炭价格对其成本影响较大,尽管去年以来原料煤吨价从高位下降了近500元,但这似乎对甲醇降低成本、增强盈利能力没有起到多大作用,除了气化炉、航天炉工艺,以及少数具有原料煤产地优势的企业之外,行业仍在一片亏损中苦苦挣扎。究其原因,乃是在市场低迷的表象背后蕴含着畸形的结构性矛盾。 At present, methanol has become a very tangled and sad product in the industry. On the one hand, this is due to the heavy losses caused by the continued sluggishness of the market, on the other hand, because of the hidden dangers that may itself exacerbate the operational difficulties of enterprises. Although more than 70% of China’s methanol uses the coal head line, the coal price has a great impact on its cost. Although the ton coal price of raw coal has dropped nearly 500 yuan from the high level since last year, it seems that it does not play a significant role in reducing the cost and enhancing the profitability of methanol. The industry is still struggling with a loss, with the exception of gasifiers, space furnace processes, and a handful of businesses that have the advantage of producing raw coal. The reason for this is that there is a structural contradiction of deformities behind the appearance of a downturn in the market.