Group 1 - Multiple listed companies are actively announcing investments and acquisitions, driving the new materials industry to gain momentum [1] - Suzhou Jinfeng Technology Co., Ltd. plans to invest approximately 1.014 billion yuan in a new production base focused on thermal management materials for consumer electronics and new energy [1] - China National Chemical Corporation intends to acquire 100% of Nantong Xingchen Composite Materials Co., Ltd., which has a complete industrial chain from raw materials to high-end materials [1] - Suzhou Kema Material Technology Co., Ltd. aims to acquire 73% of Suzhou Kaixin Semiconductor Technology Co., Ltd. for 102 million yuan, enhancing its capabilities in silicon carbide materials [1] - Other companies like Xin Fengming Group and Dongmu New Materials Group are also expanding into various new materials sectors, including bio-based materials and plastic modification [1] Group 2 - New materials are considered a core element for driving the transformation and upgrading of the manufacturing industry, especially in the context of global technological competition [2] - Key areas such as flame-retardant materials for electric vehicle batteries and lightweight composite materials for low-altitude economy are expected to attract significant capital focus [2] - Companies with independent intellectual property rights are likely to receive more policy and capital support, accelerating the industrialization of technology through collaborative mergers and acquisitions [2] - The new materials industry features high technical barriers and significant added value, with leading companies enhancing competitiveness through vertical integration [2] - Head companies are pursuing technological mergers and industry chain collaboration to achieve breakthroughs, while facing pressure from compressed profit margins [2]

Core Viewpoint - Yike Carbon's new high-end special graphite materials are expected to enhance the competitiveness of the carbon industry, showcasing significant advancements in performance and production capabilities [1] Company Summary - Yike Carbon officially launched three series of high-end special graphite materials (HY, HK, HZ) after over 20 years of research and an investment exceeding 150 million yuan, achieving an annual production capacity of 12,000 tons [1] - The new materials have a density range of 1.7 to 2 grams per cubic centimeter, with a minimum flexural strength of 61 MPa and a minimum compressive strength of 149 MPa, surpassing both domestic counterparts and the international Sigri R6510 series [1] - The company has achieved controllable production of particle sizes between 3 to 10 microns, with uniform structure reaching international leading levels [1] Industry Summary - The carbon material production is characterized as a secondary utilization of energy, representing a typical circular economy industry, with special graphite materials being a crucial form in carbon material production [1] - The carbon industry is currently facing overcapacity in several products, leading to severe competition; however, Yike Carbon's products are seen as injecting confidence and momentum into the industry [1]

Core Viewpoint - The recent announcement by the Ministry of Agriculture and Rural Affairs regarding the significant revision of pesticide label management is set to fundamentally reshape the responsibility chain and brand management logic within the pesticide industry, effective from January 1, 2026 [1] Industry Summary - The new regulation mandates that pesticide products with the same registration number must display the same trademark, and products processed or repackaged by a third party cannot use the contractor's trademark, establishing a "one registration, one product, same label" standard [1][4] - The revision addresses challenges such as the difficulty in tracing the original active ingredients used in pesticide products and the sale of the same product under different trademarks, promoting a healthier and sustainable development of the pesticide industry [1][2] Company Impact - Leading companies in the pesticide sector view the new regulation as beneficial, as it is expected to create a clearer market environment, leading to consolidation and branding within the industry [2][3] - Companies with strong registration credentials are likely to benefit, while smaller firms with weaker technology and incomplete certifications may face accelerated elimination from the market [2][3] - The new standards align with companies' long-term strategies to build competitive barriers through product quality optimization and safety performance enhancement, fostering brand recognition and market influence [3]

中国石化联化工园区工作委员会秘书长杨挺表示，化工园区智慧化建设仍存在顶层设计系统性不足、工 业互联网支撑薄弱、业务系统功能缺陷、企业端数字化基础薄弱、平台应用与运维管理脱节等问题。对 此，他表示园区委将努力做好以下工作：深化理论创新，完善智慧园区顶层设计；联合行业技术力量， 持续完善智慧化工园区标准体系；推动企业数字化转型，构建轻量化解决方案；深化AI技术应用，赋 能智慧化升级；通过梯度培育、标准研制、遴选适用技术等为化工园区智慧化提供更多助力。 "我国化工园区智慧化建设正在由数据可视化向可分析阶段迈进。"中控技术股份有限公司党委书记、高 级副总裁莫威表示，目前化工园区虽然建立了智能化管控平台，但是企业整体信息化水平偏低，关键业 务数据无法实时上传。园区应深度融合信息技术与产业运营，打通园区与企业之间的数据壁垒，形成自 动采集、自动统计、智能分析及动态预警的闭环能力，为科学决策提供精准可靠的数据支撑。 宁波市镇海区委书记、宁波石化开发区党工委书记林斌表示，一直以来，宁波石化区坚定不移推动石化 园区智慧化转型，智慧化水平不断提高。未来期望与大家携手打造安全高效、绿色低碳、协同创新的世 界级智慧化工园区典范。 目 ...

Core Viewpoint - The signing of the green methanol project, with an investment of approximately 15 billion yuan, marks a significant step towards establishing a sustainable energy and chemical industry in Fujian's Gulei Development Zone [1] Group 1: Project Overview - The project aims to produce 1 million tons of green methanol annually, leveraging Gulei's offshore wind power resources and Charoen Pokphand Group's biomass resources [1] - The project will also extend to the production of green sustainable aviation fuel and downstream products like green jet fuel, creating a "green energy + green chemical" industrial chain [1] Group 2: Strategic Implications - The project is expected to accelerate the construction of a national-level zero-carbon park in Gulei and establish a world-class high-end smart green petrochemical base [1] - It will enhance Charoen Pokphand Group's investment layout in Fujian, facilitating the transition from decarbonized agriculture to decarbonized energy and chemicals [1]

(丁青松 摄) 中国石油和化学工业联合会(下称中国石化联)副会长傅向升指出，我国已涌现出一批以宁波、南京等地园区为代表的智慧 化工园区，在智能管控、重大危险源防控、污染源追踪等方面实现了精准管控。"但与石化行业高质量发展和化工园区现 代化管理的时代要求相比，化工园区智慧化建设还存在如下问题：智慧化工园区占比低，其数量仅占已认定化工园区总 数的6.4%；智慧化工园区分布不均衡、智慧化建设程度参差不齐；应用水平有待提升。"傅向升说。 目前，我国智慧化工园区数量仅占已认定化工园区总数的6.4%，且东西部化工园区智慧化建设水平参差不齐；具体实践 中，不少园区重建设、轻应用，智慧平台在功能预测、分析决策、集中控制与优化方面有待加强……我国化工园区智慧 化建设之路道阻且长。这是记者从8月6—8日在宁波召开的2025(第六届)中国智慧化工园区建设发展大会上得到的消息。 中国石化联化工园区工作委员会秘书长杨挺表示，化工园区智慧化建设仍存在顶层设计系统性不足、工业互联网支撑薄 弱、业务系统功能缺陷、企业端数字化基础薄弱、平台应用与运维管理脱节等问题。对此，他表示园区委将努力做好以 下工作：深化理论创新，完善智慧园区顶层设计；联 ...

日前，在江苏南京举办的第七届长三角一体化发展高层论坛上，杭州湾上虞经开区企业浙江晶盛机电 （300316）股份有限公司的名字格外亮眼。由其领衔，联合上海新昇半导体、浙江大学组建的长三角集 成电路大硅片抛光技术创新联合体，成功跻身第二批12个长三角创新联合体名单，同时成为全市唯一一 家在列的牵头企业。 从曾经依赖进口核心零部件的行业追随者，到如今推动产业链国产化的领航者。晶盛机电的蜕变，正是 杭州湾上虞经开区积极推进"科创+产业"深度融合的鲜活注脚。 杭州湾上虞经开区这片科创平台的沃土上，成果转化正加速奔跑。天津大学浙江研究院（绍兴）开启上 虞区与天津大学的二轮迭代合作，列入省"尖兵""领雁"项目两项。龚俊波教授团队为上虞颖泰精细化工 有限公司量身打造的国内首条农药连续结晶生产线，成功破解结垢、堵管等"痼疾"，至今已为企业新增 2.4亿元销售收入；随着概念验证中心的加快布局，国科新材料中试平台跻身全国首批重点培育中试平 台，这里诞生的技术成果，正沿着"研发—验证—产业化"的链条飞速成长。 创新生态的阳光雨露，亦滋养着产业成长。杭州湾上虞经开区先行先试中试保险业务，探索中试"保贷 联动"模式，配套出台保险补偿政策 ...

Core Insights - The current number of smart chemical parks in China accounts for only 6.4% of the total recognized chemical parks, indicating a significant gap in smart construction across regions [1] - There is a disparity in the level of smart construction between eastern and western chemical parks, with many focusing more on construction rather than application [1] - The Chinese Petroleum and Chemical Industry Federation highlights the need for more smart parks to meet modern management requirements and suggests benchmarking against world-class standards [1] Group 1 - The smart chemical parks are unevenly distributed and their construction levels vary significantly [2] - Issues such as insufficient top-level design, weak industrial internet support, and poor digital infrastructure at the enterprise level hinder the development of smart parks [2] - The industry is transitioning from data visualization to data analysis, but overall information levels remain low, affecting real-time data upload capabilities [2] Group 2 - The Ningbo Petrochemical Development Zone is committed to advancing smart transformation and aims to create a world-class model of a safe, efficient, green, and collaborative smart chemical park [2] - Recommendations include deepening theoretical innovation, improving top-level design, and promoting digital transformation among enterprises [2] - The integration of information technology with industrial operations is essential for breaking down data barriers and enhancing decision-making capabilities [2]

"软服务"赋能，"硬支撑"加码。智造新城通过建强外资招引平台，拓展外资增长渠道，吸引更多外资进 入内陆地区，促进内陆与沿海、国际市场的联动。在各部门协同攻坚下，今年衢州综合保税区成功获 批，5月通过验收，并迅速发挥平台的吸引力。 上半年实际利用外资同比增长220% 在吸引外资上，衢州智造新城正加快步伐。今年上半年，智造新城实际利用外资同比增长220%。进入 三季度，智造新城持续发力，聚焦项目招引、外商服务、平台提能三大关键环节，全力保障外资项 目"引进来""落下去""走得远"。 靠前服务，护航项目最快落地。日前，某半导体外资项目签约落户智造新城。为抢抓市场风口，企业计 划8月底前开工建设，但要把外资汇进中国账户，并不是动动手指那么简单。"国际转账"涉及多个资料 流程和监管环节。该项目负责人说，智造新城外商服务中心制定了全流程外商服务标准，在项目洽谈环 节提前介入指导，围绕公司注册、银行登记及开户、外资审核、外资纳统等全链条环节进行梳理，实现 外资到位过程中的减流程、提效能。原本预计需要一个月的外商直接投资登记流程，结果仅用一周就完 成了。 一手抓企业服务，一手抓平台建设，智造新城外资招引跑出"加速度"。智造新 ...

Core Insights - The Yidu High-tech Zone in Yichang City has been rated as "Excellent" in the provincial innovation industry cluster performance evaluation for 2025, focusing on the phosphochemical foundation and leading in new energy materials, specialty fine chemicals, and pharmaceutical chemicals [1] Group 1: Industry Performance - The industrial output value of the cluster reached 86.81 billion yuan in 2024, accounting for 88% of the industrial output value of the park [1] - The cluster comprises 242 enterprises and has established production bases for globally leading products such as UV absorbers, polyols, and erythromycin raw materials, with several products holding the highest market share in China and globally [1] Group 2: Innovation and R&D - The cluster has built 23 provincial-level and above innovation platforms, employing 4,109 R&D personnel, with R&D expenditure reaching 2.96 billion yuan [1] - Leading companies like Xingfa Group and Dongyangguang are deeply involved in the construction of industry technology research institutes and provincial laboratories, promoting deep integration of industry, academia, and research [1] Group 3: Business Environment and Financial Support - The cluster is focused on creating a first-class business environment with a comprehensive service system, including the establishment of various supply chain financial platforms [2] - In 2024, the cluster issued loans totaling 1.271 billion yuan to enterprises through innovative financial products like "Sci-tech Loan" and "Talent Loan," effectively stimulating the internal driving force for industrial development [2] Group 4: Future Directions - The Yidu High-tech Zone aims to optimize industrial structure, strengthen technological support, and improve service systems, accelerating the transformation of traditional industries and the growth of emerging industries [2]