产能扩张步伐加快 7月，纯苯期货和期权在大连商品交易所正式挂牌上市，我国纯苯市场迎来了重要金融工具。业内人士 表示，稳定市场工具箱的丰富，将为规模化行业的可持续发展提供技术支撑。未来随着产能加速扩张、 供需趋向平衡以及市场主导权增强，我国纯苯行业或将步入由大至强的转型发展期。 据隆众资讯数据统计，2007年以来国内纯苯产能呈现快速增长态势，2007年国内纯苯有效产能不足500 万吨，2015年突破1000万吨，2019年达到1500万吨，此后投产速度加快，2024年国内纯苯产能达3234万 吨，产量为2513万吨，占全球产量的39%；表观消费量为2926万吨，占全球消费量的43%；进口量为 431万吨，对外依存度为15%；贸易量为1340万吨，商品化率约53%。 河南省石油和化学工业协会相关负责人表示，从数据来看，近年来我国纯苯行业产能扩张明显，步伐在 加快，除了"三桶油"的大炼化新增项目不断投产，民营炼化产能也在集中释放。2023—2025年民营炼化 新增产能超800万吨，推动国内自给率升至90%。在全球化工产业格局中，我国纯苯市场已成为全球产 能、消费与进口规模最大的市场。 供需长期趋向平衡 业内人士表示 ...

Core Insights - The core viewpoint of the articles is that China's benzene industry is transitioning from a follower to a leader in the global market, supported by the introduction of futures and options trading, capacity expansion, and favorable policies [1][4][6] Capacity Expansion - Since 2007, China's benzene production capacity has rapidly increased from less than 5 million tons to an expected 32.34 million tons by 2024, with production reaching 25.13 million tons, accounting for 39% of global output [2] - The domestic benzene market is now the largest in terms of production, consumption, and imports globally, with a self-sufficiency rate projected to rise to 90% by 2025 due to significant contributions from private refining projects [2] Supply and Demand Dynamics - The benzene market has historically experienced significant volatility, but improvements in the industrial chain structure are expected to stabilize this [3] - Despite short-term supply increases, long-term demand from sectors like new energy vehicles and high-end manufacturing is anticipated to maintain a dynamic balance in supply and demand [3] Market Position Enhancement - The global benzene market is characterized by a fragmented structure, with no single entity dominating, while China's market is evolving into an oligopoly driven by state-owned and private enterprises [4] - The introduction of benzene futures and options is expected to enhance China's market position and shift international discourse from a follower to a leading role [4] Policy Support for Transformation - The Chinese government is implementing a new round of policies aimed at stabilizing growth in key industries, including petrochemicals, which will support the transformation and sustainable development of the benzene sector [6] - Domestic benzene production facilities have been upgraded to meet energy efficiency and environmental standards, reducing the pressure for elimination and ensuring that supply can meet domestic consumption needs [6]