Oil and gas system reform usher in new progress. Recently, the CPC Central Committee and the State Council issued a number of opinions on deepening the reform of the oil and gas system (hereinafter referred to as “opinions”), clarified the guiding ideology and basic principles of deepening the reform of the oil and gas system, the Xinhua News Agency reported on May 21, The general idea and the main task.

“Daily Economic News” reporter noted that in the oil and gas system reform program brewing process, the pipe network has been concerned about the independence. The “opinions” deployed eight key reform tasks, which referred to the reform of oil and gas pipeline network operating mechanism to enhance the intensive transport and fair service capabilities. Step by step to promote the state-owned large oil and gas enterprises trunk pipeline independent, to achieve pipeline and sales separately. Improve the oil and gas network fair access mechanism, oil and gas pipeline, the province and inter-provincial network are open to the third party market players.

In addition, it is worth mentioning that, on April 13, the National Development and Reform Commission held a press conference on the operation of the macroeconomic situation, at the meeting, for the oil and gas field co-ordination of the pilot work, the National Development and Reform Commission Policy Research Director and spokesman Yan Pengcheng Said that after the formal implementation of the oil and gas industry reform program, in the third batch of pilot to promote.

Private enterprises are expected to get more pipeline orders

“The existing mechanism has some immature (place) or the existence of defects, oil and gas reform is very important, especially oil and gas pipeline network independent. After the reform, from upstream to downstream of the industry chain as a whole can be more efficient. Analyst Li Yan told reporters.

Huatai Securities Research pointed out that the past, “three barrels of oil” production and distribution integration, monopoly oil and gas pipeline construction and management. At present, China’s crude oil, refined oil, natural gas long-distance pipeline is basically by the oil and Sinopec subordinate pipeline company construction, has basically formed a monopoly on the oil and gas pipeline industry. Past pipeline construction tender, more to the oil system within the enterprise tilt. If the pipe network is independent, private enterprises are expected to get more pipeline orders.

“In fact, the pipe network independence has been mentioned many times last year, the state first proposed to set up a separate pipe network to run the company, but the implementation of more difficult.” Longwang petrochemical analyst Wang Haohao “daily Economic news “reporter said that one of the problems encountered is that” three barrels of oil “do not want to cede the profits of this part. Because the pipe network transport this one, the downstream is the “three barrels of oil” an important profit point.

Wang Haohao view, take a step by step to better promote the reform process, to step by step to achieve the ultimate independent pipe network. Wang Hao Hao pointed out that China’s natural gas resources itself is not very abundant circumstances, if you can achieve independent pipe network, and the third party market players open to the public, then the mining out of the gas source, like walking high speed, pay a little tolls , You can enter the pipe network sales.

Natural gas terminal prices are expected to decrease

In the agency’s view, this will also have an impact on oil and gas prices. Many industry insiders believe that through the reform, the middle of the pipeline network can lead to the independence of natural gas market.

“Daily Economic News” reporter noted that the “opinions” proposed to promote non-resident gas prices market, and further improve the residential gas pricing mechanism. According to the law to speed up the construction of oil and gas trading platform to encourage qualified market participants to participate in transactions, through the formation of market competition prices. Strengthen the pipeline transportation costs and price regulation, in accordance with the principle of permitted costs plus reasonable income, scientific development of pipeline transportation prices.

According to the “Economic Information Daily” reported on May 5, a few days ago the relevant departments have set up 12 working groups, assigned to more than a comprehensive start to control the cost of enterprise pricing costs, the follow-up will study the development of natural gas pipeline prices, The following pipe network pricing.

Wang Hao Hao said that the upstream mining and the middle gate station price reduction is not a big possibility, if further down, then, “three barrels of oil” business is almost no much profit. However, through the independent accounting of the provincial network, you can reduce the cost of transportation, which can reduce the terminal sales price, and can increase the use of natural gas. Huatai Securities Research reported that the independent increase in pipeline network investment will accelerate the transport costs will be reduced, the downstream gas operators will fully benefit.

“Opinions” to deploy eight key tasks

It is worth noting that the “opinions” have deployed a total of eight key reform tasks. In addition to reforming the operation mechanism of oil and gas pipeline network, it also includes: perfect and orderly release of oil and gas exploration and mining system, improve the ability to continue to support resources; improve oil and gas import and export management system to enhance international and domestic resources utilization and market risk prevention capabilities; To improve the production and supply of high-quality oil and gas products; to reform the pricing mechanism of oil and gas products, the effective release of competitive market vitality, etc .; deepen the reform of state-owned oil and gas enterprises, the full release of key oil and gas enterprises vitality; improve oil and gas reserve system to enhance oil and gas strategic security To ensure the supply capacity; establish and improve the oil and gas safety and environmental protection system to enhance the safety of the whole industry chain clean operation capacity.

Among them, in improving the oil and gas import and export management system, the “opinions” proposed to establish a standardized management of crude oil import dynamic management system, improve the refined oil processing trade and general trade export policy. “Daily Economic News” reporter noted that after the National Development and Reform Commission has made it clear, since May 5, 2017, to stop the use of crude oil processing enterprises to use imported crude oil declaration materials.

Li Yan, “Daily Economic News” reporter said that the new policy means that already have the right to use the refining enterprises, the state’s supervision will be more stringent, there will be measures to monitor the annual quota use of enterprises, and then according to the actual situation Make adjustments. And some do not have the right to use the right to import business, if you want to apply for the right to import crude oil is very difficult.

It is noteworthy that, before the Development and Reform Commission to give the relevant enterprises quota has not been used in full. There are industry research institutions statistics, the relevant refinery for the import of crude oil quotas to complete the proportion of the average is only about 35%, of which part of the completion of a higher proportion of enterprises to complete the quota ratio of more than 50%.