卡比指出，AI相关用电需求形成了此前预测中未充分考量的新增消费维度。卡比表示，当前卡塔尔正 推进北方气田LNG项目扩建，计划21世纪30年代初将本国LNG年产能从7700万吨提升至12600万吨，该 规划原本为满足亚欧地区稳步增长的需求，并未考虑AI带来的电力消费激增。 天然气发电是满足大规模可靠用电需求的快捷方式，在多国争抢数据中心和AI基建落地的背景下，原 本预计至2030年需求见顶的LNG市场，需求或再度攀升。卡比强调，短缺风险并非即刻出现，而是集 中在本十年后半段。若AI需求扩张的同时，新LNG项目落地延迟或地缘政治引发供应扰动，全球LNG 闲置产能将快速缩减，市场收紧时间可能早于预期。 中化新网讯 2月2日，卡塔尔能源大臣萨阿德·卡比警告称，尽管自2030年起全球规划新增年LNG产能超 1亿吨，但人工智能(AI)带来的电力需求激增，仍可能在2030年左右耗尽全球LNG过剩产能，令市场陷 入电力短缺。 卡比表示，各国政府和科技企业加大大型算力基建投资，推动AI数据中心成为天然气需求的重要来 源。这类数据中心需持续供电，在可再生能源尚无法稳定提供基础电力的地区，天然气发电的依赖度因 此提升。 ...

Core Insights - Petronas aims to maintain a domestic production of nearly 2 million barrels of oil equivalent per day while solidifying its position in liquefied natural gas (LNG) and positioning carbon capture and storage (CCS) as a key growth pillar for the future [1] Group 1: Upstream Strategy - The upstream business remains the cornerstone of Petronas' strategy, focusing on enhanced exploration in both new and existing basins, accelerating the evaluation of recent oil and gas discoveries, and prioritizing the development of resilient low-cost projects to sustain production [1] - Upstream operations are being redesigned to align with the company's "net zero by 2050" pathway, embedding carbon reduction measures directly into project designs [1] - Petronas expresses ambition to establish Malaysia as a regional CCS hub, which aligns with its traditional strategies of enhancing recovery rates and deepwater development, showcasing a dual consideration of maintaining oil and gas cash flow while laying the groundwork for transformative infrastructure [1] Group 2: Natural Gas and LNG Strategy - Natural gas and LNG are central to Petronas' mid-term energy transition strategy, focusing on optimizing existing infrastructure to ensure energy security, including the large-scale Bintulu LNG complex and floating LNG facilities [1] - The company plans to expand regasification capacity, build a third floating LNG facility, and upgrade pipeline networks in the future [1] Group 3: International Expansion - On the international front, Petronas is advancing LNG growth projects in Canada and Suriname, while diversifying supply through imports from Australia and potentially the Middle East [2]

中化新网讯 近日，西班牙塑料行业组织EsPlasticos发布警告称，受多重因素冲击，西班牙乃至欧洲塑料 价值链正快速丧失竞争力。 该组织指出，欧盟在全球塑料原材料生产中的份额已从2006年的22%降至2024年的12%，而亚洲占比达 57.2%。同期，欧洲塑料价值链营收从2022年的4570亿欧元下降13%至2024年的3890亿欧元。 西班牙自2023年起实施《非可重复使用塑料包装特别税》，进一步推高企业运营与合规成本。行业批评 该税费未能有效促进回收，反而使本土生产相较于"再生含量难以核查"的进口产品处于劣势。 EsPlasticos呼吁欧盟采取协调一致的市场应对措施，建议对再生塑料含量不低于30%的包装予以免税， 并加强进口产品中再生材料的溯源监管。 在回收塑料领域，受低价进口产品竞争、溯源体系不完善及能源成本高企影响，欧洲回收工厂关闭与投 资停滞情况加剧。回收贸易逆差从2018年的50亿欧元扩大至2022年的70亿欧元，加深了对进口的依赖并 抑制本土回收料需求。 ...

中化新网讯 2025年，中原石油工程公司井下特种作业公司以技术创新驱动产业化发展，全年完成酸化 压裂化学剂产值4032.03万元，利润率达10.95%，首次实现增收增利双突破。 深化一体化服务，拓展高价值领域。该公司创新推出"设计+施工+液体服务+压后评估"全流程服务模 式，在黄河南区块打造"场站式"配液示范工程，配液效率提升50%，保障了大规模压裂施工的连续性与 质量。 聚焦痛点创新，锻造一体化解决方案。针对东濮低渗油藏孔喉复杂等瓶颈，该公司研发"耐高温一体化 压裂液"和"蓄—渗—压一体化改造技术"，何3-20井压后日增油23.2吨，累计增油1825吨；面向超高温深 层条件，突破性开发260℃聚合物稠化剂、220℃无固相测试工作液等产品，在顺北、普光等工区成功解 决高温腐蚀与深井改造难题。 构建体系化流程，驱动产业化高效运行。该公司成立产业化工作领导小组，出台《产品产业化管理实施 细则》，构建以压裂酸化技术中心为核心、多部门协同的推进机制；通过编制《产业化流程管理》，规 范研发至推广全流程，并建立"产值激励+指标考核"机制，激发团队活力。技术成果快速转化成效显 著，孟6-1井、濮卫1HF井等重点井压后产量大 ...

Core Viewpoint - China Chemical Engineering Fourth Construction Co., Ltd. (referred to as "the company") has achieved the highest credit rating of AAA in design, reflecting its strong professional capabilities and brand influence in the construction sector [1][2] Group 1: Achievements and Recognition - The company has received recognition for 11 projects awarded the National Chemical Construction Quality Engineering Award, with 3 projects rated as five-star and four-star green construction projects [1] - The company has also won 3 Hunan Province Furong Quality Engineering Awards, showcasing its excellence in engineering quality [1] Group 2: Strategic Development and Brand Building - The company is guided by the "135" development strategy of China Chemical Engineering Group, focusing on becoming a world-class engineering company and implementing a brand strategy [1] - The company emphasizes creating high-quality projects through meticulous planning, lean management, and precise control, aiming to enhance its brand reputation [1] Group 3: Commitment to Quality and Innovation - The company promotes a culture of excellence, adhering to strict process control standards and innovatively applying new technologies and materials to improve both quality and efficiency [2] - The company aims to enhance its brand competitiveness and social responsibility by continuously delivering high-quality projects that contribute to economic and social development [2]

时值国家"十五五"开局之年，作为同时服务于粮食安全与能源安全两大国家战略的实体企业，新洋丰深 感责任重大。面对发展新质生产力、构建现代化产业体系的时代要求，我们将以"三双四柱"战略为核 心，坚守定力、聚焦路径、夯实举措，全面融入国家发展大局，开启高质量发展新篇章。 锚定"三双"服务国家战略布局 新洋丰将"三双"战略始终立足国家发展大局。 在加快矿山建设方面，新洋丰将全面推进绿色智慧矿山建设，加快保康竹园沟等重点矿山建设进度，探 索资源开发与环境保护协同新模式，在进一步提升企业磷矿资源自给率的同时，为国家战略性资源安全 贡献力量。 在软实力提升方面，新洋丰将通过创建高级别研发平台，承担国家、省、市重点科研项目，制定国家或 行业标准，申报发明专利等一系列措施确立行业科技创新引领者地位，以品牌升级夯实"磷复肥行业领 导者"形象，靠文化建设增强内部凝聚力，用社会责任履行提升公司公信力与品牌价值，打造与行业龙 头地位相匹配的综合软实力。 聚焦突破项目提速服务升级 其中，"双主业"即深耕磷复肥主业，筑牢国家粮食安全根基；布局磷系新能源新材料，服务国家能源安 全转型。二者协同，是新洋丰履行双重使命的产业实践。 "双核心"即 ...

中国电子技术标准化研究院副院长陈大纪指出，建设零碳工厂，首先要解决"怎么算得清、说得准"的问 题。《指导意见》将健全碳排放核算管理体系置于重要位置，夯实数据基础。 清华大学碳中和研究院院长贺克斌提出，对于已纳入全国碳市场的企业，需遵循市场技术规范；其他企 业可依据《工业企业温室气体排放核算和报告通则》(GB/T32150)等国家标准或国际通用标准进行核 算，为后续减排决策提供可靠依据。 近日，工业和信息化部等5部门共同印发《关于开展零碳工厂建设工作的指导意见》(以下简称《指导意 见》)，提出以工业企业为试点，分阶段梯度培育零碳工厂，带动重点行业领域减碳增效和绿色低碳转 型。多位权威专家指出，零碳工厂建设绝非简单的减排任务，而是一场以碳效率为核心的系统性产业升 级，它将重构生产逻辑、优化要素配置、牵引全链协同，为中国实体经济的高质量发展注入强劲的绿色 动能。 明晰路径算减控抵闭环落地 《指导意见》系统勾勒出零碳工厂建设蓝图，其核心在于建立一套可测量、可报告、可核查的碳管理体 系，并围绕"碳"这一核心要素实施全过程精准管控。 《指导意见》确立了"2026年启动遴选、2027年培育建设、2030年逐步拓展"的梯度推 ...

《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》(中央一号文件)2月3日对 外发布。这是"十五五"首个中央一号文件，对锚定农业农村现代化、扎实推进乡村全面振兴进行了部 署，在农化行业引发热烈反响。 河南晋开集团延化化工有限公司总经理窦义兵表示，中央一号文件聚焦耕地保护和农业高质量发展，推 动农资行业从"量的保障"向"质的提升"转型，这与延化公司的发展理念高度契合。公司深耕尿素生产主 业，持续优化生产工艺、提升产品质量，严控生产全过程环保指标，全力打造高效、绿色、环保的优质 尿素产品，既满足普通农作物的施肥需求，也适配高标准农田建设、土壤改良等多样化农业生产场景， 助力减肥增效和农业绿色发展。 中央一号文件还提出要"提升农业综合生产能力和质量效益""健全种粮农民收益保障机制"。对此，华鲁 恒升总经理祁少卿表示，"十五五"开局之年，华鲁恒升将把贯彻落实中央一号文件要求深度融入企业 2026年度的工作部署。一方面，紧密围绕文件"提升农业综合生产能力和质量效益"的核心要求，聚焦产 业升级与科技创新，优化基础肥料生产，确保生产出稳定、优质、高效的化肥产品，不断夯实粮食安全 产能基础。另一方面，积极 ...

Group 1 - The Central Document No. 1 emphasizes the importance of strengthening arable land protection and quality improvement, promoting the comprehensive utilization of saline-alkali land and the management of acidified arable land, indicating a shift towards new environmentally friendly agricultural products such as slow-release fertilizers, water-soluble fertilizers, and microbial agents [1][4] - Companies like Sichuan Jinxiang Sairui Chemical Co., Ltd. are focusing on green agriculture, aiming to establish the largest agricultural microbial production base in Southwest China, with a total investment of 204 million yuan and a 322 cubic meter bioreactor [2] - Guizhou Phosphate Agricultural Materials Company is concentrating on efficient utilization of phosphorus resources and product matrix layout, aiming to upgrade traditional phosphorus fertilizers and explore new functional products based on phosphorus [2] Group 2 - Henan Jinkai Group Yanhu Chemical Co., Ltd. aligns its development philosophy with the Central Document's focus on transitioning from quantity assurance to quality enhancement in the agricultural input industry, optimizing production processes to create high-quality, environmentally friendly urea products [3] - The document also calls for enhancing agricultural technology innovation and integrating AI with agriculture, which companies are responding to by innovating agricultural technology services and improving farmer education through various methods [4][5] - Future agricultural service work is expected to build a green intelligent service system, leveraging digital technologies to optimize cost efficiency and enhance operational effectiveness, with a goal of integrating industrial development concepts into the agricultural sector [5]

Group 1 - The core viewpoint of the articles emphasizes the importance of advancing high-end chemical new materials in Fujian's petrochemical industry, aligning with the spirit of the 20th Central Committee of the Communist Party of China [1] - Fujian Province has established four specialized committees focused on chemical new materials and digital intelligence, in response to government directives [1] - The association has outlined four key initiatives: enhancing product high-endization, building a platform for industry-academia-research collaboration, promoting industrial chain synergy, and strengthening talent development [1] Group 2 - To combat "involution," the association has proposed four measures: focusing on innovation-driven strategies, clarifying action directions, advocating for graded and categorized initiatives, and emphasizing personal responsibility in the industry [2] - The aim is to guide member units to avoid blind competition in scale, price, and market share, thereby promoting healthy and orderly industry development [2]