中化新网讯 近日，中国石油集团举办学习贯彻党的二十届四中全会精神宣讲报告会。集团公司党组书 记、董事长戴厚良强调，要深入学习贯彻全会精神，切实把思想和行动统一到全会精神上来，坚决履 行"三大责任"、发挥"三大作用"、当好"三个排头兵"，全力奋进高质量发展，加快建设基业长青的世界 一流综合性国际能源与化工公司。 戴厚良要求，迅速兴起学习宣传贯彻党的二十届四中全会精神热潮，把学习好、宣传好、贯彻好全会精 神作为当前和今后一个时期的重大政治任务，精心组织，周密部署，引导广大干部员工把思想和行动统 一到全会精神上来，扎实推动企业高质量发展。 戴厚良强调，要深入领会四中全会的核心要义，全面系统学习理解《中共中央关于制定国民经济和社会 发展第十五个五年规划的建议》。要总结凝练集团公司"十四五"改革发展取得的成果，更加深刻领 悟"两个确立"的决定性意义，增强"四个意识"、坚定"四个自信"、做到"两个维护"。要把握发展方位， 进一步深刻认识"十五五"的重要地位，紧紧围绕解决公司发展"两大突出矛盾"、实现中心任务不动摇， 推动各项工作取得新突破新进展。要深入领会党中央关于国内外形势的基本判断，以历史主动精神准确 识变应变求变。 ...

Group 1 - The core theme of the forum is "Integrated Innovation and Transformative Development," focusing on the release of the "Energy Outlook 2060" series report [1] - The oil and chemical industry in China is experiencing stable economic operations but faces pressures for transformation and upgrading [1] - Recommendations include promoting integrated development, strengthening innovation-driven growth, and enhancing the stability of industrial and supply chains [1] Group 2 - The global economic environment is complex, with varying energy transition paths among countries, but electrification is emerging as a common solution [2] - China's primary energy consumption is expected to peak around 2035 at approximately 7 billion tons of standard coal, with carbon emissions related to energy activities entering a plateau phase [2] - The role of fossil fuels is shifting, with coal and oil demand expected to peak in an orderly manner, while natural gas remains in a growth phase [2] Group 3 - During the 14th Five-Year Plan, China's primary energy consumption is projected to grow from 617 million tons of standard coal in 2025 to 686 million tons in 2030, with non-fossil energy accounting for 85% of the increase [3] - The chemical industry is expected to see a slowdown in product consumption, with planned capacities of approximately 26 million tons/year for ethylene and 10 million tons/year for PX [3] - Future industries such as low-altitude economy, humanoid robots, and intelligent driving are expected to significantly increase the demand for new materials, with new energy storage installations projected to double by 2030 [3]

如何做好出海业务？多位与会嘉宾均提到"长期主义"。 亿纬储能总裁陈翔表示，回想5年前甚至更早的时候，储能用的电芯都是淘汰下来的动力电池。如今， 企业认真研发500Ah以上的电芯，开始定义下一代储能电芯，储能行业已经有了巨大的飞跃，行业开始 认真思考储能行业未来如何发展。长期主义不仅是做锂电企业的基础，也是出海的基础，不管业务规模 是大是小。 易辉琼也认为，出海的长期主义包含产品创新，以及全球产业链布局。瑞浦兰钧的出海，不仅仅是电池 产能布局。她指出，从瑞浦兰钧成立开始，青山集团就一直致力于布局整个新能源产业链，从矿产到原 材料，到电池，再到终端和客户。青山集团在不锈钢和镍两个产业都做到全球最大，而且市占率超过 30%。 "世界的储能是中国的，中国的储能也是世界的。"12月11日，在深圳举办的2025高工储能年会上，这句 话反复被宁德时代（300750）、亿纬锂能（300014）等企业的发言嘉宾提及。前半句意为，中国储能电 池和储能系统在全球市场的份额分别达90%和70%，已形成主导之势；后半句则是指，海外储能市场目 前占据一半体量且利润更为丰厚，成为中国储能企业必须去的远方。 会上，储能头部企业分享了征战海外 ...

Group 1 - The American Chemistry Council (ACC) forecasts that U.S. chemical production will grow by only 0.7% in 2025 and further slow to 0.3% in 2026, indicating a continuation of weak growth in the chemical sector [1] - Economic uncertainties have eased somewhat, but factors such as trade fluctuations and high interest rates continue to pose constraints on growth [1] - A recovery point is expected in mid-2026, with industrial capacity expansion plans and the lagging effects of interest rate cuts supporting growth acceleration from late 2026 to 2027 [1] Group 2 - The performance of sub-markets is notably divergent, with specialty chemicals benefiting from an 8.4% growth in coatings, leading to an overall increase of 4.3% in 2025, but a projected decline of 0.2% in 2026 [1] - Basic chemicals are expected to see a slight increase of 0.1% in 2025, with inorganic chemicals and plastic resins offsetting some growth, while a rebound to 1.2% is anticipated in 2026 [1] - Agricultural and consumer chemicals remain under pressure, with expected declines of 1.0% and 1.5% respectively in 2026, despite a 2.7% increase in agricultural chemicals and a 2.2% decrease in consumer chemicals in 2025 [1] Group 3 - The end-use markets show mixed performance, with 11 out of 20 tracked markets experiencing a decline in consumption, particularly in the apparel sector, which saw a 3% drop [2] - The semiconductor and electronics sectors are leading growth with a 12% increase, driven by artificial intelligence (AI), which is expected to boost U.S. corporate investment growth to 4.1% in 2025 [2] - Non-AI sectors are facing reduced investment plans due to high interest rates and rising raw material costs, leading to an anticipated slowdown in corporate investment growth to 2.6% in 2026 [2]

Core Viewpoint - China Shenhua (601088) announced on December 20 that it plans to acquire equity stakes in 12 core enterprises under its controlling shareholder, China Energy Group, for a total transaction value of 133.598 billion yuan, with concurrent fundraising efforts [1][2] Group 1: Transaction Details - The acquisition covers key energy sectors including coal production, pithead coal power, coal chemical industry, and coal logistics [1] - The total asset scale of China Shenhua will increase by over 200 billion yuan upon completion of the transaction [1] - The coal reserves, annual production, and installed power generation capacity will significantly improve, with coal reserves increasing to 6.849 billion tons (up 64.72%), recoverable coal reserves to 3.45 billion tons (up 97.71%), and coal production to 512 million tons (up 56.57%) [1] Group 2: Asset Composition - The assets being acquired include 100% equity stakes in several companies such as Guoyuan Power Co., Xinjiang Energy Chemical Co., and others, along with a 41% stake in Shanxi Jingshen Energy Co. and a 49% stake in Baotou Mining Co. [2] - The transaction also involves cash payments for 100% equity in Guodian Jiantou Inner Mongolia Energy Co. held by Western Energy Investment Co. [2] Group 3: Strategic Implications - This transaction aims to further integrate coal mining, pithead coal power, coal chemical, and logistics service sectors, significantly enhancing the core business capacity and resource reserve scale of the listed company [2] - The move is expected to optimize the entire industry chain layout, promote clean production, reduce operational costs, and enhance sustainable profitability [2] - The strategy aims to achieve a value greater than the sum of its parts, encapsulated in the "1+1>2" strategic value proposition [2]

Group 1 - The project by Zhejiang Fengdeng Green Energy Environmental Co., Ltd. aims to establish a hazardous waste resource utilization and green low-carbon project with a total investment of nearly 5 billion yuan, divided into four phases [3] - The first phase of the project, with an investment of 1.04 billion yuan, will take 2 years to complete and is expected to process 200,000 tons of organic waste annually, producing green methanol and low-carbon hydrogen [3] - The project is designed to save approximately 100,000 tons of coal and reduce carbon emissions by about 400,000 tons annually compared to traditional disposal methods [3] Group 2 - The innovative technology developed by Fengdeng Green Energy for hazardous waste resource utilization integrates multiple advanced techniques, enabling the conversion of hazardous waste into high-value chemical products [4] - The project is recognized as a revolutionary innovation in waste disposal methods and serves as a benchmark for the green transformation of the petrochemical industry [4] - The estimated annual revenue from the project is projected to reach 1 billion yuan, with tax contributions of nearly 150 million yuan, alongside a reduction of 400,000 tons of carbon emissions per year [4]

Core Points - Beihai Port has officially entered the "billion-ton port" era following the successful completion of the second phase of the North Muxing Area project, which includes two 10,000-ton multi-purpose berths and one 50,000-ton general berth, increasing the annual throughput capacity by 6.23 million tons [1][2] - The total number of berths at Beihai Port has reached 82, with an annual throughput capacity exceeding 100 million tons, marking a significant historical milestone [1] - Beihai has historically been an important trading port and is actively integrating into the "Belt and Road" initiative and the new western land-sea corridor, focusing on developing a maritime economy [1] Industry Development - The city is promoting the development of port-related industries, aiming to establish itself as a "global largest production base" in various sectors, including silicon-based materials and high-end paper production, with the latter achieving an annual output value exceeding 20 billion yuan [1] - The construction of the Jiangtian Green Materials Industrial Park is expected to fill a gap in the production of copper-clad laminates in Guangxi [1] - Beihai Port aims to enhance its capabilities and expand its service efficiency, playing a crucial role in regional economic development and as an international hub port [2]

Core Viewpoint - The signing ceremony for key projects in the Sichuan Zigong Yantan District highlights significant investments in new materials and chemical industries, aiming to enhance the local economy and support industrial transformation [1] Investment Projects - Five projects were signed, including a Southwest Wet Electronic Chemicals Production Base, a new carbon nanotube slurry project with an annual output of 100,000 tons, and a silicon-carbon anode materials project with an annual output of 2,000 tons [1] - The total investment for these projects amounts to 4.832 billion yuan [1] Economic Impact - Once fully operational, the projects are expected to generate an annual output value of 8.279 billion yuan and tax revenue of 682 million yuan [1] Strategic Development - The Yantan District aims to strengthen its role as a key area for new materials industry development, focusing on creating a comprehensive industrial chain involving salt-alkali chemicals and fluorosilicon new materials [1] - The district plans to enhance its project lifecycle management and ensure resource support to facilitate project implementation and industrial transformation [1]

12月16日，河南省濮阳工业园区传来消息，截至今年11月，该园区规上制造业增加值增速预计超过 25%，制造业增加值较2022年全年水平实现翻倍增长，提前一年完成制造业倍增目标，"三年攻坚"跑 出"四年成效"。濮阳工业园区是怎么做到的？ 高位谋划构建全方位推进体系 濮阳工业园区，是河南省首批产业集聚区之一，以化工、装备制造、新型功能材料为主导产业。自2023 年6月濮阳市委、市政府开展制造业倍增行动以来，濮阳工业园区紧盯"制造业投资、产能、增加值"三 大核心指标，推动制造业发展。 在倍增行动启动初期，濮阳工业园区把制造业倍增作为园区发展的"头号工程"，确立"项目为王、企业 为本、创新为要、服务为上"的思路，构建起全方位、多层次的推进体系。 濮阳工业园区建立"链长+专班"推进机制。实施"一企一策"精准服务，推动政策、资源、要素向制造业 集中集聚。在顶层设计的引领下，濮阳工业园区围绕企业的核心需求，持续优化要素保障，打造低成 本、高效率的发展生态。在硬件配套方面，该园区建成专业污水处理厂和危化品停车场，推进"一企一 管"管网改造和铁路物流园扩建；在资金保障方面，园区累计为企业争取政策资金28.9亿元，通过常态 化开 ...

中化新网讯近期，青岛高新区秉持"服务走在审批前"的核心理念，通过前期精准走访调研与全程帮办代 办的优质服务，为斯坦德集团青岛生命科学检测研发创新基地项目高效完成节能审查承诺备案。 对此，该项目负责人表示，"从政策解读到手续办结，审批部门全程上门服务，让我们少跑腿、快办 事。" 下一步，青岛高新区行政审批服务部将持续深化承诺制审批改革，聚焦重点产业链企业发展需求，不断 完善"金牌团队"服务机制，积极推动"企业找政策"向"政策找企业"的转变，以更优质、更高效、更精准 的政务服务，持续优化区域营商环境。 为保障该项目的节能审查环节，青岛高新区对已完成区域节能评价(区域能评)的特定项目，创新实 行"承诺备案制"替代传统"单独审查制"的审批模式，有效简化了审批环节，大幅提升了审批效率。 在日常走访中，青岛高新区行政审批服务部设立"金牌团队"，精准匹配节能审查相关规范要求，专员主 动上门，现场为斯坦德集团详细解读"能耗+碳排放"双控要求，手把手指导企业梳理项目能效指标、碳 排放测算等核心材料，确保企业精准把握政策要点，顺利推进备案流程。 ...