美国对加拿大进口商品的关税新政问题仍在发酵。市场人士表示，关税对加拿大化工行业直接负面影响 有限，甚至可能"因祸得福"，最终带来净收益。市场多元化将促进行业投资，而联邦主导的经济战略将 简化行业监管。 关税连锁效应发酵，投资主导权收归联邦 一个对加拿大化工行业有利的消息是，关税实际影响低于预期。尽管1962年《贸易扩展法》第232条款 下钢铝、部分铜产品和成品车非美零部件关税仍然严苛，但依据《国际紧急经济权力法》实施的广泛关 税不适用于美墨加协定(USMCA)的合规商品。加拿大央行估算，目前94%的对美出口商品符合USMCA 要求，有效关税率仅上升不到1%，至约7%。 在此背景下，3月接替特鲁多出任总理的马克·卡尼在8月1日回应美国关税时阐明新经济战略："在与美 继续谈判的同时，加拿大政府将聚焦可控领域——即建设强大的加拿大。联邦政府与各省正协同消除贸 易壁垒，推进包括管道、铁路、港口在内的万亿级国家建设项目，用本土工人和资源创造高薪岗位，同 步强化全球贸易伙伴多元化。" 这种新经济民族主义标志着与近年政策的显著背离。过去工业与基建发展多由省级主导，联邦政府常持 旁观或反对态度。例如艾伯塔省石化产业扩张主要得 ...

Core Viewpoint - Liaoning Province has implemented measures to strengthen the full-chain safety management of hazardous chemicals, focusing on production, operation, use, and transportation to mitigate safety risks [1][2]. Group 1: Production Management - The province will deepen the risk prevention mechanism in high-risk sectors through a "1+X" approach, where "1" refers to nitration and "X" represents other selected sectors each year [1]. - A "two reductions and two improvements" action plan will be implemented for high-risk process enterprises, aiming to reduce quantity and personnel while improving automation and education levels [1]. - Safety risk assessments will be strictly conducted in chemical parks, with a target for approximately 90% of parks to reach a D-level safety risk rating by the end of the year [1]. Group 2: Operational Management - The province aims to enhance the functionality of the hazardous chemicals business safety supervision system, promoting coordination among multiple departments such as commerce, market, data, industry, emergency management, and public security [1]. - There will be a strict crackdown on illegal operations involving hazardous chemicals [1]. Group 3: Usage and Transportation Management - Enhanced management of chemical enterprises and other businesses using hazardous chemicals will be prioritized, with a focus on improving the safety skills of personnel [1]. - Strict market access controls will be enforced for vehicles and vessels transporting hazardous goods, alongside a crackdown on unlicensed operations [1]. Group 4: Regulatory Mechanisms - The province has emphasized the need to improve the source supervision mechanism for hazardous chemicals and strengthen the regulatory framework [2]. - Local governments and departments are required to establish comprehensive measures to encourage enterprises to increase safety investments and conduct hazard identification and remediation [2]. - The use of big data and artificial intelligence technologies will be integrated for comprehensive management of hazardous chemicals across all stages, enhancing information management capabilities [2].

中化新网讯 今年以来，针对运城市化工事故多发的严峻形势，山西省安委办在应急管理部指导下，通 过"政府精准督导+专家系统帮扶+企业主动履责"的危化品治理新路径，开展为期半年的危险化学品安 全生产督导帮扶工作，取得明显成效。 督导帮扶组针对企业提出安全生产难点问题开展现场答疑解惑和技术指导，助力企业识别安全风险、落 实防控措施、提升管控能力。指导地方形成"三清单一数据库"（工作任务清单、重大隐患清单、重点问 题清单、隐患问题数据库），全面排查企业安全隐患和安全风险。创新建立隐患问题整改"13715"工作 机制，即督导帮扶当天立即研究隐患问题整改，能整改的3天基本整改完成，确有困难的7天内整改完 成，15天安全管理要有明显提升。截至目前，全市企业整改率达到90%，企业安全生产状况明显提升。 指导推动运城市制定了常态化打击非法违法"小化工"工作机制，共排查企业、单位、场所46554处。同 时，运城市聚焦源头治理、减量提质，实施化工企业"五个一批"行动，即消除一批安全隐患、惩治曝光 一批典型违法行为、取缔一批非法生产企业、关闭一批不具备安全生产条件的企业、解决一批危险化学 品安全监管突出矛盾和问题，化工安全基层基础和管 ...

Group 1 - The latest survey by the German research institute ifo indicates a significant deterioration in the business climate of the German chemical industry in July compared to June [1] - Weak industrial economy is suppressing both domestic and international demand for chemical products in Germany [1] - The current order backlog in the German chemical industry has dropped to its lowest level since the 2009 financial crisis, leading companies to plan further layoffs [1] Group 2 - The ifo business climate index for the German chemical industry fell from -9.5 in June to -19.2 in July [1] - German chemical giants Henkel and SGL Carbon have lowered their sales forecasts for 2025, with Henkel now expecting a sales growth of 1.0% to 2.0%, down from a previous forecast of 1.5% to 3.5% [1] - SGL Carbon anticipates a 10% to 15% decline in sales for 2025 compared to 2024, revising its previous expectation of a 10% decline [1] Group 3 - The German Chemical Industry Association (VCI) projects a 2.0% decrease in chemical production (excluding pharmaceuticals) in Germany for 2025 [1]

中国科学院工程热物理研究所任强强研究员担任会议主席。会议还设置了32个主旨报告和76个口头报 告，通过主旨报告、平行论坛及工业专场等形式，与会专家学者围绕低碳热转化的关键核心问题展开深 入研讨，并搭建产学研深度融合平台，推动技术落地。工业专场中，来自哈尔滨电气集团、东方电气集 团、上海电气集团和天纵泓光等企业的专家围绕低碳热转化技术在燃煤锅炉低碳灵活发电、固废热解转 化、绿色锂电池回收、低碳仿真等技术的研发及应用，进行深入探讨，展示了低碳热转化技术在行业内 的应用潜力。 开幕式上，中国科学院工程热物理研究所副所长隋军在致辞中强调了低碳热转化技术作为实现碳达峰碳 中和目标的核心路径，在能源生产与消费环节中的关键作用；宁夏回族自治区政协副主席王和山介绍了 宁夏在保障国家能源安全与推进绿色低碳转型方面的努力和成效。华东理工大学王辅臣教授、日本茨城 大学Yasuyuki Sakai教授、英国谢菲尔德大学Rachel Smith教授、澳大利亚新南威尔士大学Yansong Shen 教授分别做作大会主旨报告，介绍了在低碳气化技术、燃烧化学动力学、离子电池性能预测、反应流建 模等方面的最新研究和应用进展。 聚焦能源工业低碳 ...

Core Insights - The company has achieved a significant milestone by surpassing 300,000 meters in drilling depth, becoming the first drilling company under Zhongyuan Petroleum Engineering Company to reach this mark in the domestic market [1] Group 1: Innovation and Technology - The company emphasizes innovation-driven strategies and has integrated geological engineering to enhance operational efficiency [1] - A collaborative expert working mechanism has been established to ensure synchronized design validation, optimization of plans, and joint problem-solving [1] - The company has revised 9 management systems and upgraded technical templates for the Shunbei and Tahe blocks to tackle technical challenges such as annular pressure control and wellbore stability [1] Group 2: Performance Metrics - The company has set 18 new innovation records and received 18 mobile flags from the Northwest Oilfield Company, along with 14 quality well evaluations [1] - The Shunzhong 4-7X well was completed at a depth of 8,476 meters with a drilling cycle of 59.63 days, setting a record for the shortest cycle for wells deeper than 8,000 meters in China [1] Group 3: Automation and Digitalization - The company is advancing the electrification, automation, and digitalization of drilling rigs, enhancing new production capabilities [1] - Currently, the company has equipped 10 sets of automated casing equipment, achieving a coverage rate of 35.71% [1] - Six sets of MRO IoT systems have been deployed for real-time monitoring and intelligent analysis of drilling equipment parameters, enabling remote monitoring of key equipment [1]

Group 1 - The successful launch of the 165 kW hydrogen fuel cell engine by Shuo Zhou Wenjing Energy Technology Co., Ltd. marks the transition of Shanxi's hydrogen energy industry from the research and development phase to industrial application [1] - This engine operates stably in extreme cold conditions of -30℃ and has a range exceeding 500 kilometers, providing green energy support for heavy-duty vehicles such as trucks and mining machinery [1] - The engine offers a reliable zero-carbon transportation solution for high-altitude regions, breaking the limitations of low-temperature environments on new energy vehicles [1] Group 2 - The engine features advanced technologies, including a low platinum loading of 0.15 mg/cm² for the high-performance membrane electrode, with a rated system efficiency of 44% and a maximum efficiency exceeding 60% [2] - Hydrogen-powered heavy-duty trucks equipped with this engine consume only 10 kg of hydrogen per 100 kilometers [2] - The engine incorporates a multi-in-one integrated controller and a hardware-software integrated electronic architecture, enabling precise monitoring and control of the fuel cell stack's health through intelligent control algorithms [2]

Core Viewpoint - The epoxy chloropropane industry is experiencing a shift towards green development, driven by domestic environmental policies and industry upgrades [1][2]. Group 1: Industry Trends - The domestic chlor-alkali industry has maintained stable development in the first half of the year, with record high exports of caustic soda and polyvinyl chloride [2]. - The industry faces challenges such as alkali-chlorine imbalance and international treaty compliance, which may impact market trends [2]. - The demand for epoxy chloropropane is increasing due to the growth in wind power and epoxy resin applications, leading to sustained capacity growth [2][3]. Group 2: Technological Innovations - The main production processes for epoxy chloropropane include propylene chlorination, glycerol chlorination, and direct oxidation with hydrogen peroxide, with glycerol chlorination being the mainstream method [4]. - New production technologies, such as the propylene-glycerol method, are being developed to enhance economic and environmental benefits by recycling waste [4]. - A new direct oxidation process developed by Binhu Chemical Group and the Dalian Institute of Chemical Physics utilizes a fluidized bed and high-efficiency catalysts, achieving higher atom utilization and lower waste generation compared to traditional methods [4]. Group 3: Safety and Application - The Ministry of Emergency Management has issued guidelines to enhance safety in the production of hydrogen peroxide, emphasizing the need for automated control systems [6]. - The epoxy chloropropane market is heavily concentrated in the epoxy resin sector, with a total planned capacity of 3.2 million tons per year in China [7]. - The rise of the hydrogen fuel cell vehicle sector presents new opportunities for the epoxy resin industry, which faces a consumption gap in high-end products due to stringent environmental regulations [7].

中化新网讯 近日，河南省工业和信息化厅、河南省发展和改革委员会等部门联合发文公布2025年度河 南省能效"领跑者"企业名单，河南开祥精细化工有限公司（下称开祥化工）凭借1,4-丁二醇（BDO）产 品入选，该产品能耗水平连续三年优于行业先进标准。 下一步，开祥化工将继续按照集团公司要求，继续在清洁能源利用、智能化融合、设备设施节能改造等 方向探索，以"领跑者"姿态推动降本增效工作走深走实，助力企业健康可持续发展。 据了解，开祥化工的1,4-丁二醇产品综合能耗从原材料甲醛和乙炔进入炔化系统到成品入库的全生产流 程中，各种能耗计量均严格参考国家限额标准进行统计核算。 近年来，开祥化工结合装置生产实际，持续在节能改造、设备能效提升、技术革新及节能厂区建设等领 域攻关，开展节能减排和资源综合利用，进一步提升资源利用效率，实现节能化生产，并开展绿色工厂 创建。 ...

Core Viewpoint - The synthetic resin industry in China is at a critical juncture, transitioning from "scale expansion" to "quality and efficiency" and from "following and running" to "original leadership" [1] Group 1: Industry Growth and Demand - The synthetic resin market in China has seen a steady growth in demand at an average annual rate of 4.35% over the past six years, with consumption surpassing 137 million tons in 2024, maintaining its position as the world's largest producer and consumer [1] - Synthetic resins are deeply integrated into various sectors, including new energy, low-altitude economy, intelligent technology, and everyday life, providing significant support for China's dual carbon goals and manufacturing upgrades [1] Group 2: Industry Upgrades and Challenges - The synthetic resin industry is shifting from a dominance of general-purpose materials to a focus on high-end and differentiated products, with rapid growth in the production of polyethylene and polypropylene, and an increasing proportion of high-end grades [2] - Despite improvements in self-sufficiency, the industry faces challenges such as insufficient technological innovation, severe homogenization, structural contradictions, intense competition in certain markets, and limitations in expanding overseas [2] Group 3: Recommendations for High-Quality Development - Experts suggest focusing on national strategies and market demands, targeting emerging fields like new energy vehicles and humanoid robots, and overcoming core technological bottlenecks to enhance the performance and functionality of synthetic resin materials [3] - There is a call to promote the large-scale application of bio-based materials, circular economy technologies, and chemical recycling, along with establishing standards for carbon emissions and carbon footprint accounting [3] - The industry should foster deep collaboration between upstream raw material companies and downstream application sectors, and encourage innovation among small and medium enterprises alongside leading firms to create a new ecosystem [3] Group 4: Event Overview - The conference was organized by the China Synthetic Resin Association, with over 1,000 representatives from enterprises and research institutions in attendance [4]