Core Viewpoint - Longhua New Materials announced that its wholly-owned subsidiary, Shandong Longhua High Polymer Materials Co., Ltd., plans to introduce 42 investors through a capital increase, raising a total of 376 million yuan with a new registered capital of 313 million yuan [1] Group 1: Capital Increase Details - The capital increase will not change the company's controlling stake in Longhua High Materials, which will remain at 65.69% [1] - The capital increase is aimed at supporting the construction of the Nylon 66 project and enhancing employee motivation and creativity [1] Group 2: Strategic Implications - The move is intended to diversify investment risks and share opportunities and risks with investors [1] - The capital increase and related transactions do not harm the interests of the company or its shareholders, particularly minority shareholders [1]

同时，本次募集资金对公司产品迭代、新产品开发、轮胎智能化管理系统性能提升、本地化服务的数字 化智能化发展等方面的支持，将进一步提高公司的整体实力与品牌知名度，推动公司未来经营发展目标 的实现。 据悉，泰凯英是聚焦于全球矿业及建筑业轮胎市场，专业从事矿山及建筑轮胎的设计、研发、销售与服 务的企业，产品包括工程子午线轮胎和全钢卡车轮胎。基于用户场景化需求的产品开发能力是其发展的 核心竞争力。 中化新网讯 10月15日，青岛泰凯英专用轮胎股份有限公司(以下简称泰凯英)正式启动在北京证券交易所 的发行申购。此次发行价格为7.50元/股，发行市盈率为11.02倍，预计募集资金总额3.32亿元。 泰凯英董事、副总经理、董事会秘书宋星表示，本次募集资金将用于全系列场景专用轮胎产品升级项 目、专用轮胎创新技术研发中心建设项目和专用轮胎智能化管理系统提升项目。若募集资金项目能按时 顺利实施，将有助于优化公司产品线，提升公司的研发实力与市场拓展能力，从而进一步提高公司的主 营业务收入规模。 ...

小河坝组是龙马溪组的"楼上邻居"，气测显示好。为此，该公司联合科研单位开展小河坝组常规天然气 开发评价工作，于重庆市南川区水江镇双河村部署了评价井——平桥2井，先后攻克小层识别难度大、 优质储层厚度小等困难，目前日均生产天然气1.28万立方米。同时，该公司积极推行"一井一策"举措， 实时动态跟踪常规天然气井生产数据，并通过产能评价，确定气井合理配产。 截至目前，涪陵页岩气田已在小河坝组、冼象池群等多个层系取得突破，现有11口常规天然气井投运生 产。经综合评价，涪陵页岩气田常规天然气有利区域为119.92平方千米，资源量达182.1亿立方米。 中化新网讯 近日，从重庆涪陵页岩气公司传来消息，涪陵页岩气田常规天然气井自投产以来累计产量 超1.6亿立方米，呈现"常非并进"良好局面。 焦石坝区块龙马溪组地层是涪陵页岩气田现阶段的主力储气层，随着开采程度的增加，可动用储量逐渐 减少。为进一步寻找气源，涪陵页岩气公司瞄准新层系，积极开展常规天然气评价攻关，加快落实气田 增储上产新阵地。 ...

Core Viewpoint - Jiufeng Energy announced its plan to invest in the second phase of the Xinjiang Qinghua coal-to-natural gas demonstration project, in collaboration with Xinjiang Qinghua and Henan Silk Road, with a total investment of 23.033 billion yuan [1] Investment Details - The total investment for the project is 23.033 billion yuan, with Jiufeng Energy contributing no more than 3.455 billion yuan, which will grant it a 50% stake in the second phase, corresponding to an annual production of 2 billion cubic meters of natural gas [1] - The project is located in the Yili Kazakh Autonomous Prefecture of Xinjiang and has completed energy-saving assessments and is actively conducting environmental impact evaluations and safety reviews [1] Resource Consumption - The second phase is expected to consume 11.796 million tons of raw coal annually, primarily sourced from the Yining No. 2 and No. 7 mines, with an estimated annual water usage of approximately 22.316 million cubic meters [1] - Relevant water extraction permits have been obtained for the project [1] Infrastructure Development - Xinjiang Qinghua has completed a 43-kilometer gas pipeline from the coal-to-gas base to the national pipeline network, allowing the coal-to-natural gas to be fed into the main pipeline of the West-to-East Gas Transmission project [1] Strategic Implications - The implementation of this project will address Jiufeng Energy's shortfall in equity gas resources, creating a diversified upstream resource pool consisting of "equity gas + long-term contract gas + spot gas" [1] - The future core resources will be a combination of equity gas and long-term contract gas, significantly enhancing cost advantages and self-control capabilities [1]

Group 1 - The core viewpoint of the article highlights that CATL achieved robust growth in Q3 2025, with total revenue reaching 104.2 billion yuan, a year-on-year increase of 12.9%, and a net profit attributable to shareholders of 18.55 billion yuan, reflecting a significant year-on-year growth of 41.2% [1] - The net profit margin for the period was 19.1%, which is an increase of 4.1 percentage points compared to the previous year, indicating improved profitability [1] - CATL made significant advancements in capacity, technology, and industrial ecosystem during the reporting period, with major expansions in production bases across various regions in China and successful overseas operations [1] Group 2 - The company launched the world's first NP3.0 technology and the Shenxing Pro battery, and its sodium-ion battery became the first to receive certification under the new national standards, establishing a solid safety foundation for large-scale applications [1] - CATL is deepening its industrial ecosystem through strategic partnerships with industry giants, including a collaboration with JD Group to integrate battery technology with digital supply chain advantages [2] - The partnership with Sinopec aims to build a nationwide battery swapping network, with operational chocolate battery swap stations and the first heavy-duty truck battery swap station already in place [2]

Core Viewpoint - India has imposed a five-year anti-dumping tax on nitrile rubber from multiple countries, including China, which poses significant challenges for China's nitrile rubber industry, necessitating structural adjustments and technological innovation for sustainable development [1] Market Conditions - The nitrile rubber market has been sluggish in 2023, with the third quarter showing a typical "top and bottom" horizontal fluctuation pattern, where prices were confined within a narrow range of 300 yuan per ton [2] - Domestic production saw a significant decrease of approximately 17.7% in the third quarter due to maintenance by major producers, creating a solid price floor [2] - Demand has weakened, with downstream industries operating at low capacity due to high temperatures and inventory issues, leading to disappointing recovery during the traditional peak season [2] - The cost support for nitrile rubber has diminished, as the price of its main raw material, butadiene, remained below 10,000 yuan per ton, limiting upward price momentum [2] Future Outlook - The domestic market fundamentals are expected to weaken further, with a projected 20% increase in production in the fourth quarter, while downstream demand may only grow by about 7% [3] - The supply-demand imbalance, coupled with declining raw material prices, indicates significant downward pressure on domestic nitrile rubber prices [3] Impact of Indian Anti-Dumping Tax - India has become the largest export destination for Chinese nitrile rubber, accounting for 38.5% of total exports in the first eight months of the year [4] - The imposition of a 291 USD anti-dumping tax will erode China's competitive pricing advantage, leading to a potential reduction in export volumes to India [4] - The shift of some export products to the domestic market will intensify competition, risking price wars and further compressing profit margins [4] Industry Challenges and Opportunities - The Chinese nitrile rubber industry faces a core issue of an oversupply of low-end products, with high-performance products still reliant on imports [5] - Recent government initiatives aim to support the development of specialty rubber products, encouraging companies to increase R&D investments and improve product performance [5] - Companies are advised to explore new markets, particularly in Southeast Asia and the Middle East, while also targeting customers in Europe and America to enhance brand image and technical standards [6] - There is an urgent need for companies to implement cost-reduction strategies and consider local production options in target markets to mitigate the impact of trade barriers [6]

Core Viewpoint - The company is driving cost reduction and efficiency improvement through technological innovation and green transformation, focusing on sustainable practices and advanced equipment to enhance operational effectiveness [1][2][3]. Group 1: Technological Innovation - The company has successfully implemented rainwater harvesting techniques to reduce water sourcing costs, showcasing a commitment to cost-saving measures [1]. - A new "transformable" camp facility has been introduced, reducing transportation costs by over 1 million yuan for international projects due to its compact design [1]. - The installation of an "electronic wireless intelligent display device" in drilling operations has significantly improved data collection efficiency, enhancing operational precision [2]. - The development of a "mechanical turntable oscillation function" has increased drilling efficiency by over 10% by allowing for more precise directional drilling [2]. Group 2: Green Transformation - The company has established a solar power station generating approximately 500,000 kWh annually, contributing to its green energy initiatives [3]. - The implementation of "electricity instead of oil" technology has led to a cumulative electricity usage of 59.35 million kWh this year, resulting in a reduction of 13,100 tons of CO2 emissions [3]. - The company emphasizes the importance of employee-driven innovation, fostering a culture that encourages practical solutions to enhance efficiency and reduce costs [3]. Group 3: Winter Production Preparedness - The company has proactively planned for winter production by implementing insulation measures for equipment to ensure stable operation in low temperatures [4][5]. - A comprehensive winter prevention strategy has been established, focusing on early implementation and precise execution to avoid last-minute actions [4]. - Daily inspections are conducted to ensure the effectiveness of insulation measures, maintaining a 100% equipment integrity rate during winter operations [5]. Group 4: Cost Management in Mud Company - The mud company is focusing on "four precisions, four stricts, and two enhancements" to optimize material cost management and ensure high-quality supply [6]. - A detailed procurement plan has been developed to shift from a product-oriented to a technology-oriented approach, reducing secondary costs [6]. - Strict quality control measures are in place to prevent cost overruns, including rigorous supplier evaluations and environmental compliance checks [7].

10月20日，由石化四建第二工程公司承建的国信如东LNG接收站项目码头控制室主体顺利封顶，比原 计划提前14天完成封顶任务，标志着项目建设取得阶段性成果，为后续安装工程顺利推进奠定基础。 据介绍，石化四建第二工程公司在承担该工程施工中，克服了施工中的多种困难，参建员工为保障施工 安全与工程质量，工程项目团队从编制了专项作业方案做起，尤其针对大型设备安装、码头控制室施工 等关键环节，做到精心组织、精心策划，对每一个施工作业环节，做到精细认真，在大型设备就位后， 码头控制室施工作业人员立即精细认真。各个施工关键环节，衔接紧密、有序推进。国信如东LNG接 收站项目码头控制室主体顺利封顶，提前完成封顶任务，得到有关部门的好评。 （中国化工报曲照贵 通讯员郭健兵） ...

今年前三季度，吉林石化炼油厂累计加工原油736.3万吨，刷新历史纪录；通过实施优化运行、技术改 造与产品升级，实现提质增效2.55亿元。这背后，是该厂自创"炼金术"，围绕增量创效、技改创效、特 色产品创效"三大战场"打响的攻坚战。 增量创效 生产优化激发系统潜能 今年以来，吉化炼油厂以全局思维推动全链条优化。"我们必须打通'供产销储运'壁垒，让每一滴原油 都创造最大价值。"该厂厂长乔楠森在攻关会上强调。 吉化炼油厂构建起跨职能联合攻关体系，紧盯渣蜡油平衡这一关键环节，通过分储分炼与二次加工能力 的深度融合，重质、劣质焦化蜡油与催化油浆实现100%厂内消化。 "以前这些物料部分需外销处置，现在全部吃干榨净，仅这一项就为增效打下了坚实基础。"乔楠森说， 面对市场需求波动，吉化炼油厂展现出灵活的应变能力。在吉林地区旅游旺季，该厂提前调整装置负 荷，精准控制汽油、柴油收率，1至9月累计生产汽油155.6万吨、柴油235.2万吨。 在汽油优化方面，吉化炼油厂开展了被员工戏称为"平替"计划的调合优化攻关，成为破解炼油效益方程 式的最优"解"。 "混苯外销，确保高品质的调合组分是关键。"乔楠森说，他们通过反复调整反应深度和 ...

中化新网讯 10月16日，2025年安徽省民营企业百强发布会在合肥举行。会上发布了2025年安徽省民营 企业营业收入、制造业"双百强"榜单，一批化工企业上榜。 自1998年起，安徽省已连续开展民企调研和百强排序活动27年。此次"双百强"排序，依据企业2024年度 主要经济指标，经企业申报、数据审核、部门联核，形成《2025年安徽省民营企业百强发展报告》。 《报告》显示，2025年安徽省民企营收百强入围门槛提高至61.70亿元，较上年增加0.09亿元，增长 0.15%。 同时上榜"双百强"榜单的化企有安徽昊源化工集团有限公司、铜陵化学工业集团有限公司、安徽益沣石 化有限公司、安庆泰恒发石油化工(集团)有限公司、安徽晋煤中能化工股份有限公司、安徽金瑞投资集 团有限公司等;入选制造业百强的化企有黄山永佳集团股份有限公司、安徽广信农化股份有限公司等。 ...