密集投产潮下利用率不足50%，LNG接收站市场竞争加剧，如何保障效益

Core Viewpoint - The National Pipeline Network Group is accelerating the construction of infrastructure and interconnectivity of pipelines, while promoting a market-oriented and diversified operational model for its receiving stations [1] Group 1: LNG Receiving Stations Development - During the 14th Five-Year Plan period, a significant number of LNG receiving stations are expected to be put into operation, with the receiving capacity projected to double by 2030 [1] - The current utilization rate of domestic LNG receiving stations is below 50%, with last year's LNG import volume being less than 80 million tons [2][4] - By 2025, the number of receiving stations is expected to rise to 39, with a total receiving capacity reaching 190 million tons per year [2] Group 2: Market Challenges and Trends - The domestic LNG import volume has decreased to its lowest level since 2021, with a 24% year-on-year decline in the first four months of this year [4] - The high spot prices of LNG have created a situation where domestic companies are less motivated to import, leading to delays in the commissioning of new receiving stations [4][6] - Recent agreements between Chinese companies and international firms for long-term LNG contracts are expected to provide significant support for future LNG supply in China [5] Group 3: Operational Efficiency and Market Optimization - The National Pipeline Network Group is focusing on enhancing the overall performance and safety of receiving stations while promoting a market-oriented operational model [7] - Suggestions for improving LNG receiving station utilization include expanding the customer base, offering diversified products, and participating in gas trading auctions [7] - The importance of effective communication with users regarding operational details is emphasized to improve efficiency and meet market demands [6]