开工率仅为80% 韩国将进行石化产业重组

Group 1 - The South Korean government plans to announce a restructuring plan for the petrochemical industry, which is currently in a "severe" situation [1] - The Minister of Trade, Industry and Energy emphasized that the petrochemical sector should learn from the shipbuilding industry's restructuring experience, which involved asset liquidation and business streamlining due to a sharp decline in orders [1] - The current operating rate of the South Korean petrochemical industry is only 80%, indicating about 20% excess capacity, leading to expectations for restructuring within the industry [1] Group 2 - YNCC, a loss-making petrochemical company, is facing a loan pressure of 180 billion KRW due at the end of August, prompting analysts to view this as an opportunity for significant industry restructuring [1] - DL Holdings has disclosed that its subsidiary DL Chemical will provide a loan of 150 billion KRW to YNCC, which holds a majority stake [1] - Other companies, including HD Hyundai, are also considering asset restructuring, such as the potential acquisition of Lotte Chemical's naphtha cracking facility [2]