四是探索新兴业务，培育增长新动能。针对新能源发电间歇性问题，试点电化学储能、压缩空气储能项 目，保障油田电网稳定；跟踪氢能在钻井、井下作业的应用场景，探索"绿电制氢—氢能利用"闭环；适 时介入绿证交易、碳配额质押等业务，将生态价值转化为经济效益。 油田企业是能源生产大户和消耗大户。在传统油气替代加快、碳约束日趋严格的形势下，推动能源转型 是其可持续高质量发展的迫切需求。特别是处于开采中后期的老油田，面临资源接替不足、油气稳产难 度大、开采成本上升等问题，迫切需要以发展新能源为契机，通过规模开发利用，实现产业结构调整升 级、绿色低碳效益发展。 "十四五"期间，在各项政策引导推动下，油田企业在大力推进新能源开发利用，探索新能源与油气生产 融合发展之路，且成效、规模初显。"十五五"即将到来，如何做到规模化效益化发展，如何进一步深化 与油气生产的融合，将成为各油田必须思考的问题。 一是抓好顶层设计,统筹高效开发利用。围绕与油气生产融合发展，应系统抓好产业政策、技术发展、 应用场景、多能互补应用、资源潜力等研究，确定油田新能源发展方向和重点。按照"节能降碳、降本 减费"原则，统筹有序和高效率高效益推进新能源开发利用，全 ...

Core Viewpoint - The recent issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" by the State Council marks a transition of "Artificial Intelligence+" from concept to large-scale application, providing strategic guidance for the oil and chemical industry to embrace the intelligent era [1] Group 1: Industry Application of AI - The application of AI in the chemical industry has progressed from initial exploration to large-scale implementation, significantly shortening the R&D cycle for new materials through molecular simulation and high-throughput computing [1] - Intelligent optimization control systems and digital twin technology are becoming widespread in production processes, effectively enhancing production efficiency and energy utilization [1] - AI-driven intelligent monitoring and risk warning systems have become standard in safety and environmental protection, greatly reducing accident rates [1] Group 2: Challenges in AI Adoption - The chemical industry faces challenges such as data silos, insufficient computing power, and a shortage of interdisciplinary talent, necessitating breakthroughs through policy guidance and technological collaboration [1] - The slow advancement of "Artificial Intelligence+" in the chemical sector is attributed to the industry's unique requirements for stability and safety, which traditional AI models struggle to meet [2] - Data heterogeneity and the prevalence of data silos among different systems like DCS and MES hinder effective AI integration [2] Group 3: Recommendations for AI Integration - Experts suggest accelerating the construction of a diverse adaptive technology system, integrating mechanism-driven and data-driven approaches, and establishing a safe and trustworthy AI framework [3] - A "three-step" strategy is recommended, focusing on demonstration and phased implementation, system integration, and ecosystem building to achieve a leap from automation to intelligence [3] - The chemical industry should concentrate on five key application scenarios: "AI+ R&D," "AI+ Production," "AI+ Safety and Environmental Protection," "AI+ Supply Chain," and "AI+ Services," while establishing a four-dimensional support system [3] Group 4: Company Initiatives - The Henan Xinlianxin Group aims to accelerate its intelligent transformation by integrating "Artificial Intelligence+ Manufacturing" into its industrial production processes [4] - The company plans to utilize new-generation AI technologies, such as big data intelligence and digital twin factories, to enhance safety production and transition from passive responses to proactive warnings [4]

Group 1 - The company, Anhui Wanrui Cold Electric Technology Co., Ltd., has developed a low-temperature refining and neon removal device that has achieved a helium purity of 99.99997% (6N9 level) from natural gas, marking a significant breakthrough in the field of low-abundance natural gas helium extraction in China [1][2] - Helium is a strategic resource essential for semiconductor manufacturing, large scientific installations, advanced medical applications, and aerospace, often referred to as the "industrial blood" [1] - China has long relied on imports for high-purity helium, posing serious challenges to resource security, necessitating efficient extraction methods to support national defense and high-tech development [2] Group 2 - The project team, led by Rong Chengxu, developed an internationally leading combined helium extraction process after six years of research, which includes "pre-dehydrogenation + multi-stage membrane + pressure swing adsorption + low-temperature refining" [2] - The innovative technology effectively addresses the challenges of low helium resource quality and complex impurities in China's natural gas, filling a technological gap in the field and providing strong support for national resource security [2] - The device features a dual-tower structure, operates over 8000 hours annually, reduces volume by 40%, increases gas processing efficiency by 50%, and significantly enhances safety performance [2] Group 3 - Over the past 20 years, the company has focused on rare gas extraction and separation technology, achieving full domestic production of equipment and processes, with an annual helium production capacity of 4 million cubic meters [3] - The company aims to continue advancing low-temperature vacuum and gas separation technologies, contributing to the enhancement of national strategic scientific capabilities and the development of strategic emerging industries [3]

8月28日，全国工商联在辽宁沈阳发布"2025中国民营企业500强"。结果显示，京东集团、阿里巴巴（中 国）有限公司、恒力集团有限公司、华为投资控股有限公司、比亚迪（002594）股份有限公司位居前 五，营业收入均超过7700亿元。 2025中国民营企业500强中，石油和化工企业数量占据榜单份额超过10%，有70余家企业上榜，18家化 企进入前100强。其中，2024年营业收入超过1000亿元的化企有18家，比上年度增加了6家；500亿 ~1000亿元的化企有21家。 民营化工企业前10强依次是：恒力集团有限公司(第3名，以下数字表示位次)、浙江荣盛控股集团有限 公司（7）、盛虹控股集团有限公司（9）、浙江恒逸集团有限公司（12）、桐昆控股集团有限公司 （34）、利华益集团股份有限公司（48）、山东东明石化集团有限公司（52）、弘润石化(潍坊)有限责 任公司（54）、万达控股集团有限公司（55）、传化集团有限公司（60）。 按省份分，山东有26家化工企业上榜，以绝对的数量优势领跑全国；民营经济是浙江的"金名片"，民营 化企实力不俗，上榜数量为15家，其中6家企业进入百强。此外，民营经济大省江苏和福建分别有10 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) plans to acquire 100% equity of three gas storage facilities for a total consideration of 40.016 billion yuan [1] Group 1: Acquisition Details - The acquisition involves Xinjiang Gas Storage, Xiangguosi Gas Storage, and Liaohe Gas Storage, with respective investments of 9.995 billion yuan, 17.066 billion yuan, and 12.955 billion yuan [1] - The acquisitions will be executed through newly established joint ventures, with CNPC's wholly-owned subsidiary Taihu Company holding the majority stake [1] Group 2: Strategic Importance - Gas storage facilities are crucial in the natural gas production, transportation, storage, and sales process, serving as a tool for peak shaving and balancing production from gas fields [1] - The acquisition will add 10.97 billion cubic meters of working gas capacity, enhancing CNPC's ability to match gas storage with sales and optimize the overall efficiency of the natural gas industry chain [1] Group 3: Financial Performance - In the first half of the year, CNPC reported a revenue of 1.5 trillion yuan and a net profit attributable to shareholders of 84.01 billion yuan [1]

中化新网讯"当前，面对全球产业链深度重构、绿色低碳转型加速的时代浪潮，磷氟产业作为典型 的资源深加工行业，需以技术创新为核心驱动力，加快向高端化、绿色化、集约化转型，实现从'资源 依赖'迈向'技术驱动'、从'环境压力'走向'生态增益'的跨越。"8月27日，记者在贵州遵义召开的第九届 全国磷氟生态产业技术创新（贵州磷化）论坛上了解到。 第十四届全国政协委员、工信部原副部长王江平介绍说，我国磷化工产业已确立全球主导地位，磷 矿年开采量占全球40%～50%，构建了从矿产到高端产品的完整产业链，在新能源材料和电子化学品领 域取得突破性进展。但行业依然面临资源综合利用效率低、环保压力大及能耗安全风险突出等挑战。 记者了解到，我国磷矿资源具有多共（伴）生组分元素的特点，伴生氟资源较为丰富，自然界中 90%以上的氟资源都伴生在磷矿石中，磷矿中氟含量约为3%，磷矿共（伴）生资源的回收利用主要集 中在氟资源。 对此，王江平表示，行业不仅要强化绿色发展，推进磷石膏资源化利用；推动AI赋能，优化生产 工艺和加速数字化转型，更要加强伴生资源综合利用，例如回收磷矿伴生氟资源制取无水氟化氢等。 中国工程院院士、清华大学教授金涌也建议，行 ...

Core Viewpoint - Glyphosate has recently experienced a turnaround after three years of low prices, with a price increase from 22,000 yuan to 26,000 yuan per ton, marking an increase of nearly 20% [2][3]. Group 1: Price and Demand Dynamics - The price of glyphosate has significantly increased compared to the first quarter, driven by low industry inventory, the traditional export season to South America, and strong recovery demand after prolonged low prices [3]. - Glyphosate is primarily used in agricultural applications, accounting for over 90% of demand, with global production capacity at approximately 1.2 million tons annually, of which 380,000 tons are overseas and 810,000 tons are domestic [3]. - Export volume of glyphosate reached 331,000 tons in the first half of the year, a year-on-year increase of 14.2%, with export value at $970 million, up 11.1% year-on-year [3]. Group 2: Supply Chain and Cost Factors - The cost of raw materials, including caustic soda, has risen, with the average price of domestic yellow phosphorus at 23,300 yuan, an increase of 464 yuan compared to the previous year [4]. - There has been no new production capacity added in the glyphosate industry from 2018 to mid-2025, with effective domestic capacity expected to stabilize at around 800,000 tons [4]. - The industry is currently in a low inventory phase, with a significant reduction from 78,900 tons in early May to 30,600 tons by August 1 [5]. Group 3: Future Outlook - Glyphosate prices are expected to continue rising due to strong order intake from major companies and low inventory pressure [5]. - The market demand for glyphosate is anticipated to grow with the expansion of genetically modified crop planting and the banning of alternative herbicides [5]. - The competitive landscape of the industry is likely to improve due to uncertainties surrounding Monsanto's production capacity, potentially increasing market share for domestic leading companies [5].

近日，中国石化与沙特国际电力和水务公司(ACWA Power)签订沙特延布绿氢/绿氨项目前端工程设计 (Feed+可转换工程总承包)合同。根据合同，中石化炼化工程集团(SEG)全资子公司——广州工程公司将 与西班牙公司组成联合体，为该项目提供前期工程服务。项目建成后，将成为全球最大规模的绿氢/绿 氨生产综合体。 该项目位于沙特延布，将利用风光发电制备绿氨，建设内容包括4.5吉瓦电解水制氢设施、约8000吨/天 合成氨设施，以及海水淡化厂、专用码头等公用工程及辅助生产设施，预计于2030年正式投入商业运 营，每年可生产40 万吨绿氢、280 万吨绿氨。 中石化炼化工程集团相关负责人表示，本次成功签约沙特延布绿氢/绿氨项目Feed+可转换工程总承包合 同，是中国石化深入践行高质量共建"一带一路"的又一成果，也是公司深度参与并推动全球能源转型的 重要里程碑。炼化工程集团将继续发挥在绿色能源领域的经验、技术和管理优势，为全球绿色能源发展 贡献中国力量。 中国石化积极推进氢能产业链高质量发展，牵头成立中央企业绿色氢能制储运创新联合体，高标准建设 新疆库车绿氢示范项目，积极打造氢能装备制造基地，建成氢燃料电池供氢中心11 ...

Core Insights - In July, China's titanium dioxide imports amounted to 7,307.17 tons, representing a year-on-year decrease of 19.60% but a month-on-month increase of 49.48% [1] - The total titanium dioxide import volume for the first seven months of this year was 47,000 tons, down 17.16% year-on-year [1] Import Details - Chloride process titanium dioxide imports were 5,309.92 tons, with the top three importing countries being Mexico, Australia, and the United States [1] - Sulfate process titanium dioxide imports were 1,997.25 tons, with the leading countries being Japan, the United Kingdom, and Germany [1] - For the first seven months, sulfate process titanium dioxide imports totaled 18,200 tons, up 6.47% year-on-year, while chloride process imports were 28,900 tons, down 27.32% [1] Export Details - In July, China's titanium dioxide exports reached 134,800 tons, a year-on-year decrease of 15.55% but a month-on-month increase of 2.19% [1] - Sulfate process titanium dioxide exports were 110,300 tons, with a month-on-month increase of 2.57%, and the top three export destinations were India, Vietnam, and Turkey [1] - Chloride process titanium dioxide exports were 24,500 tons, with a month-on-month increase of 0.47%, and the leading countries were India, South Korea, and Thailand [1] - For the first seven months, total titanium dioxide exports were approximately 1,051,400 tons, down 7.14% year-on-year, with chloride process exports at 201,800 tons (down 3.12%) and sulfate process exports at 849,600 tons (down 8.05%) [1]

福建科润一期已完成建设，实现了从四氟乙烯单体—四氟磺内酯—全氟烷基乙烯基醚—全氟磺酸树脂的 全产业链国产化，产品品质超越进口磺酸树脂。二期项目建设占地100亩，预计新增投资5亿元，将为我 国氢能和液流电池行业提供全氟磺酸树脂产品，解决新能源、半导体、航空航天领域用全氟磺酸树脂等 高端含氟材料的技术难题。 项目全部建成达产后，福建科润将成为全球规模最大的全氟磺酸树脂生产基地，为我国液流电池、电解 水制氢、燃料电池等行业用质子交换膜提供可靠的基础原料。 中化新网讯 近日，福建科润世纪氢能材料有限公司年产1500吨高端含氟聚合物项目在邵武市金塘工业 园开工。 ...