贾维杰介绍，液体黄金轮胎采用赛轮首创的液相混炼法，在液体状态下实现橡胶与填料的混合，攻克了 轮胎行业的"魔鬼三角"难题，提高了轮胎的安全、节能、耐磨等性能，具有易操控、长续航、高安全三 大核心优势，同时还能兼顾静音舒适与经久耐用特性。 "我们针对比亚迪不同车型进行差异化、定制化研发，构建起覆盖国内全场景、海外全球化的轮胎配套 体系。"赛轮集团总裁助理汪永祥表示，新能源汽车轮胎行业未来将向着低滚阻、高耐磨、高安全、静 音舒适、绿色低碳及智能化六大方向发展。赛轮将持续深耕技术创新，加快产品梯度建设，持续深化本 土合作，让中国好轮胎享誉全球市场。 "相比上一代车型，比亚迪海狮新车型具有超长续航和极速闪充的优势，也对轮胎提出了更高要求。"赛 轮集团专家技术委员会主任贾维杰表示，液体黄金轮胎采用低滚阻轮廓设计，减少了轮胎形变和滞后损 失，既能有效降低滚阻、提升续航里程，又能缩短制动距离;在胎面设计上，该轮胎采用三维立体切角 设计，增加了花纹块在驱动及转弯中的刚性，能够提供更迅速的操控响应，并优化了花纹节距排布及接 地压力分布，使轮胎具备更优异的静音性能和舒适性。同时，轮胎在结构设计上也进行了加强，提升了 耐久性、可靠性 ...

Core Viewpoint - The restructuring process in the European chemical industry is ongoing, and the market has not yet returned to balance, making adjustments necessary to address overcapacity in the region [1] Group 1: Industry Restructuring - The CEO of BASF, Markus Kamieth, stated that there will be more capacity shutdowns, bankruptcies, and restructuring in the future, indicating that the restructuring era in the European chemical industry is not over [1] - Since 2022, nearly 25 million tons of chemical capacity have been shut down, sold, or are under evaluation for shutdown/sale in Europe, which is equivalent to 9% of the region's total chemical capacity in 2021 [1] - Germany has been the most affected country, with approximately 7 million tons of chemical capacity shut down or facing shutdown and sale, followed by the Netherlands [1] Group 2: Impact on Competitiveness - The exit of a large number of petrochemical production facilities and the bankruptcy of several companies are gradually weakening the overall advantages of tightly-knit industrial clusters that have long supported the competitiveness of the European chemical industry [1] - Despite the challenges, the capacity exits are deemed essential for restoring the commercial competitiveness of the European chemical industry [1] - Trade protectionism is viewed as detrimental to the industry, particularly affecting smaller, non-integrated production companies that are likely to struggle amidst the overcapacity issue [1]

Core Viewpoint - The Ministry of Ecology and Environment has released the national ecological environment standard for solid waste pollution control in the oil and gas extraction industry, which will be implemented from July 1, focusing on the management of solid waste generated during extraction processes [1] Group 1: Overview of the Standard - The standard outlines overall requirements for pollution control related to solid waste such as water-based cuttings and oil-containing waste generated during onshore oil and gas extraction [1] - It emphasizes the need for effective collection, storage, transfer, utilization, and disposal processes, as well as monitoring of environmental pollutants [1] Group 2: Waste Management and Utilization - The standard categorizes solid waste into different types, including hazardous waste like oil-based cuttings and oil-containing sludge, which require specific management practices [1] - It encourages comprehensive utilization and the implementation of technologies such as drilling mud recovery systems to minimize waste generation and environmental risks [1] Group 3: Pollution Control Requirements - Specific pollution control measures include ensuring that water-based cuttings have a moisture content of less than 60% after solid-liquid separation [2] - The standard outlines five key areas for pollution control during the utilization and disposal of water-based cuttings, including direct use in site preparation and road construction, and requirements for handling polymer and sulfonated cuttings [2] Group 4: Treatment Technologies - The main technologies for managing oil-containing waste include thermal desorption and pyrolysis, with strict pollution control measures required throughout the process [2] - Recovered mineral oil from thermal desorption can be reused in oil-based drilling mud or as fuel oil, provided it meets relevant standards [2]

Group 1 - Black Cat Carbon Black Co., Ltd. subsidiaries have been recognized as national "green factories" for their achievements in green manufacturing and sustainable development [1][2] - Handan Black Cat has developed a three-in-one circular model of "carbon black production - exhaust power generation - steam reuse," focusing on ultra-low emissions and wastewater recycling [1] - The company collaborates with local chemical industry clusters to create a cross-industry cooperation network, enhancing both economic and environmental benefits [1] Group 2 - Tangshan Black Cat integrates green, low-carbon, safe, efficient, and circular development into its entire production chain, achieving pollutant emissions that are consistently better than national standards [2] - The company has established a circular economy model that emphasizes efficient raw material use, closed-loop recycling of by-products, and tiered energy utilization [2] - Jining Black Cat adheres to national standards for green factory evaluation, optimizing production processes and promoting energy-saving technological upgrades to reduce carbon emissions and resource consumption [2]

Core Viewpoint - Jinzhou Petrochemical has been awarded the "Compliance Model Enterprise Award" by the Carbon Emission Rights Registration and Settlement (Wuhan) Co., Ltd. for its outstanding performance in carbon trading compliance [1][2] Group 1: Carbon Reduction Initiatives - Jinzhou Petrochemical has integrated green and low-carbon concepts into its development planning, production operations, and management, focusing on key tasks such as reducing oil and increasing chemical production, as well as reducing carbon and increasing greenery [1] - The company has established a comprehensive carbon reduction system that includes management control, technological reduction, and ecological carbon sequestration [1] - A green development enhancement working group led by the vice president has been formed, with a regular mechanism for reviewing indicators monthly and promoting topics quarterly [1] Group 2: Specific Measures and Responsibilities - Jinzhou Petrochemical has developed a "Green Enterprise Creation Enhancement Work Plan" that outlines 11 specific measures and 195 task indicators, ensuring precise assignment of carbon reduction responsibilities [1] - The company has signed over 4,700 safety and environmental responsibility agreements by 2025, achieving full coverage of responsibilities among all employees [1] - An innovative "rolling" internal audit model has been implemented, resulting in 184 management improvement suggestions to enhance green management [1] Group 3: Safety and Environmental Management - Jinzhou Petrochemical has established a "Four Library Linkage" safety management mechanism, with a total of 1,886 cases and 8,853 risk information entries recorded [2] - The company has published a "Typical Cases of Refining and Chemical Enterprises" to raise awareness of risks among all employees [2] - Green low-carbon requirements have been integrated into the entire supply chain, including procurement, evaluation, and supplier management, promoting the green development concept throughout the industry chain [2]

Core Viewpoint - The energy-saving transformation project of the gasification plant in Guizhou has successfully completed, resulting in significant improvements in fan efficiency and energy consumption reduction [1][2] Group 1: Project Overview - The gasification plant implemented a systematic technical transformation on four 10 kV circulating fans to enhance operational efficiency and reduce energy consumption [1] - Prior to the transformation, the existing fans had excessive adjustment margins, leading to high electricity consumption [1] - The project involved collaboration with a professional technical team to optimize fan performance through blade modification, reducing wind pressure from 13.58 kPa to 9.5 kPa [1] Group 2: Energy Savings and Financial Impact - Post-transformation, the average energy-saving rate per fan reached 30%, resulting in daily electricity savings of approximately 1,989 yuan [2] - With an expected annual operation of 8,000 hours for two fans, the total projected annual electricity savings is 1.326 million yuan [2] Group 3: Future Plans - The gasification plant plans to utilize the monitoring data system established post-transformation to continuously optimize fan operation strategies and enhance equipment maintenance [2]

Core Viewpoint - The Dalian Commodity Exchange (DCE) has made significant strides in enhancing the energy and chemical industry during the "14th Five-Year Plan" period, focusing on high-quality development and providing effective risk management tools and pricing references for enterprises in the energy and chemical sectors [1]. Product Development and Risk Management Tools - DCE has launched four futures and three options products in the energy and chemical sector, enhancing the risk management toolbox for enterprises [2]. - The introduction of ethylene glycol and styrene options has provided comprehensive coverage for physical delivery futures, improving risk management efficiency for enterprises [2]. - By 2025, the average daily trading volume for ethylene glycol options is projected to be 47,000 contracts, with a 75.4% share held by institutional clients, while styrene options are expected to have a daily trading volume of 212,000 contracts and a 51.8% institutional client share [2]. - The launch of pure benzene futures and options has introduced new risk management tools for the aromatic industry, helping to stabilize production profits and enhance China's influence in international trade [3]. Market Functionality and Optimization - DCE has expanded delivery locations and optimized pricing mechanisms to better serve the energy and chemical industries, enhancing the correlation between futures and spot prices [7]. - The introduction of average price futures for linear low-density polyethylene, polyvinyl chloride, and polypropylene has filled a gap in domestic risk management tools, facilitating long-term trade [5]. - By 2025, average daily trading volumes for these new futures are expected to be 4,674 contracts for linear low-density polyethylene, 4,538 for polyvinyl chloride, and 3,242 for polypropylene, with increasing open interest [6]. Enhancing Client Participation - DCE has implemented measures to reduce participation costs for enterprises, such as lowering margin requirements and eliminating inspection costs for over 97% of deliverable products [9][10]. - The exchange has developed a multi-layered service system to enhance industry participation in futures markets, promoting risk management practices among small and medium-sized enterprises [11]. Market Openness and Price Influence - DCE has included several futures and options in the Qualified Foreign Institutional Investor (QFII) trading scope, enhancing the price influence of these products [13]. - The exchange's efforts in promoting internationalization have led to increased recognition of China's futures market among foreign clients, facilitating export pricing based on futures prices [14][15].

Group 1 - The core strategy of the company in China focuses on "local production, serving local needs," enhancing local innovation capabilities and industry collaboration to invigorate the chemical industry in China [1] - The company has a long history in China, dating back over a century, and has consistently engaged in the rapid development of the Chinese chemical industry through its commitment to local service [1] - The company has achieved significant milestones in product development, including the launch of the world's first hybrid PU-CSC grease, which has been applied in key sectors such as steel and electric vehicles [2] Group 2 - The company has received multiple recognitions, including being named "Outstanding Partner" by EVE Energy and "Excellent Supplier" by Shanghai Electric for 2025, reflecting its stable performance in product quality and delivery reliability [2] - The company completed an expansion upgrade of its Qingdao plant in November 2025, demonstrating its long-term commitment to efficiently support local market and customer needs [2] - Looking ahead to 2026, the company aims to deepen its commitment to the Chinese market by enhancing local R&D capabilities and collaborating with industry partners in high-growth areas such as personal care, electronics, semiconductors, and battery chemicals [3]

Core Viewpoint - The upcoming release of a new mission, vision, and values by the AICM in June 2026 emphasizes that the competitiveness of the petrochemical industry must rely on sustainable innovation [1] Group 1: AICM's Role in Sustainable Development - The AICM is positioned to enhance its platform effectiveness amid industry challenges and rapid changes, aiming to create deeper value for the chemical industry [2] - AICM members are seen as pioneers in implementing the concept of Responsible Care, evolving from a focus on safety and environmental performance to sustainability and carbon neutrality [2] - The AICM serves as a communication platform, bridging government and enterprise interactions, and guiding industry development [2] Group 2: Implementation of Responsible Care - AICM member companies are integrating the Responsible Care concept into all aspects of production and strategic development, creating diverse pathways for practical implementation [3] - Merck China aims for a comprehensive sustainable development system in its supply chain by 2030 and carbon neutrality by 2040, with 90% of its energy supply in China already from green sources [3] - SABIC focuses on three dimensions—people, products, and projects—to effectively implement Responsible Care, achieving high employee engagement and developing innovative green solutions [4] Group 3: Sustainable Innovation in the Chemical Industry - The concept of Responsible Care is evolving towards sustainable innovation, with a focus on providing foundational solutions for global sustainable development [5] - AICM member companies are expected to lead innovation in the industry, transitioning from scale competition to value competition through collaborative efforts [6] - Companies are investing in long-term sustainable innovations, such as developing bio-based materials and low-carbon footprint products, to support the green transformation of downstream industries [6]

Core Insights - The French government has officially launched the third long-term energy plan (PPE3) for the period from 2026 to 2035, focusing on energy supply stability, carbon neutrality by 2050, and stable energy prices [1] Group 1: Energy Consumption Targets - France aims to reduce final energy consumption by approximately 30% from 2023 levels, targeting 1100 terawatt-hours (TWh) by 2035 [1] - Fossil fuel consumption is projected to decrease significantly from 900 TWh to about 330 TWh, with its share in final energy consumption dropping from 60% in 2030 to 40%, and further to 30% by 2035 [1] Group 2: Renewable Energy Goals - The plan includes expanding hydropower capacity to 28.7 gigawatts (GW) by 2035 and introducing 15 GW of offshore wind power through large-scale project tenders [2] - Solar power targets are set to reach 48 GW by 2030 and between 55-80 GW by 2035, while onshore wind power aims for 31 GW by 2030 and 35-40 GW by 2035 [2] - A bidding mechanism will be implemented for solar power, with an annual cap of 2.9 GW until 2028, and onshore wind projects will have two annual tenders of 800 megawatts (MW) each [2] Group 3: Promotion of Low-Carbon Energy - Non-electric low-carbon energy sources such as renewable heat, biomethane, biofuels, and hydrogen will also be promoted [2] - The target for hydrogen production capacity from electrolysis is set at 4.5 GW by 2030 and 8 GW by 2035, with increased investment support for industrial production facilities [2] - The EU will promote hydrogen applications in aviation and maritime sectors through regulations like "ReFuel EU Aviation" and "FuelEU Maritime" [2]