Group 1 - The ethylene glycol industry is focusing on technological innovation and catalyst breakthroughs as key factors for high-quality development [1] - Experts emphasize the importance of green technology innovation and clean production processes, including carbon capture and utilization [1] - The downstream extension of the ethylene glycol industry chain is significant, with potential for producing various valuable products from dimethyl oxalate [1] Group 2 - The synthesis gas to ethylene glycol process is currently in a phase of "scale expansion and technological deepening," with large-scale facilities becoming mainstream [2] - Proprietary technology developed by Zhongke Yuandong has been applied in several large-scale ethylene glycol plants, ensuring high catalytic activity and extending catalyst lifespan [2] - Hualu Hengsheng has successfully built a 500,000 tons/year ethylene glycol facility using this technology, achieving stable operation and high product quality [2]

Group 1 - The company emphasizes the importance of implementing the Central Eight Regulations as a key task for this year's party building work, utilizing various educational methods to deepen understanding and effectiveness [1] - The company held collective learning sessions focusing on Xi Jinping's important discussions on party conduct and the Central Eight Regulations, aiming to enhance the quality of research and investigation [1] - The leadership team participated in on-site teaching to learn from Xi Jinping's work methods during his time in Fujian, reflecting on the "Jinjiang experience" [1] Group 2 - The Central Eight Regulations serve as a crucial entry point for improving conduct and fostering a positive political environment, with the company conducting warning education meetings to address violations [2] - The company stresses the need for discipline among party members, urging them to maintain a clear distinction between public and private matters while combating formalism and bureaucratism [2] - There is a focus on reinforcing the ideals and beliefs of party members, encouraging them to be steadfast supporters and exemplary practitioners of the Central Eight Regulations [2] Group 3 - To strengthen the cadre and talent team, the company is organizing leadership training sessions aimed at fostering action-oriented and practical leaders [3] - The training sessions include thematic classes and group discussions on improving quality and efficiency, overcoming losses, and implementing the Central Eight Regulations [3] - The company encourages participants to reflect on their learning and apply it to real-world challenges, enhancing their skills and capabilities [3]

Group 1 - The core viewpoint of the report by McKinsey highlights the growth potential and challenges of China's smart manufacturing and industrial automation sectors, projecting significant advancements by 2030 [1] - The global market for industrial automation products is estimated to reach approximately $108.3 billion by 2025, with a compound annual growth rate (CAGR) of about 3.7% over the past three years [1] - China's industrial automation market exceeds 250 billion RMB, accounting for over one-third of the global market, with expectations for rapid growth in the next five years [1] Group 2 - The report identifies substantial growth potential in specific segments of the industrial automation market, such as automation equipment suitable for continuous flow manufacturing, industrial IoT software, and cloud services [1] - By 2025, global spending on automation equipment is projected to reach approximately $76 billion, up from $64 billion in 2019, with a CAGR of about 2.8% [1] - The market growth rate for industrial IoT software and cloud services is expected to reach 18% [1] Group 3 - In the distributed control systems (DCS) sector, key industries like power, petrochemicals, and oil and gas have achieved over 60% localization in the past decade [1] - Domestic leading suppliers have gained market recognition due to advantages such as quick service response and competitive pricing, although there remains a gap in the fields of programmable logic controllers (PLC) and industrial software [1] - The transition from "usable" to "user-friendly" domestic industrial automation solutions is anticipated, driven by the rapid development of emerging manufacturing sectors like lithium batteries, new energy, and semiconductors [2]

Group 1: Industry Response to High Temperatures - Oil and chemical companies are implementing scientific management and detailed care to ensure safety and production stability during high temperatures [1] - Companies are optimizing work schedules, enhancing heat protection measures, and increasing equipment inspections to combat extreme heat [1] Group 2: Specific Company Initiatives - Bohai Drilling is accelerating construction progress while ensuring employee safety by avoiding high-temperature work periods and providing cooling supplies [4] - Jingmen Petrochemical has established a three-dimensional prevention system focusing on personnel protection, operational optimization, and equipment assurance to maintain safety under extreme heat [5] - Jinzhou Petrochemical is employing targeted strategies and advanced technologies for risk management and equipment monitoring to ensure stable operations during high temperatures [7][8] - Zhonghua Xingzhong is maintaining operations at its oil terminal despite high temperatures, with staff closely monitoring vessel movements and performing safety checks [9][11] - Tianchen Chemical is implementing a dual approach for equipment safety and employee health, including safety training and preventive inspections to mitigate risks associated with high temperatures [12][14]

凭借肯钻研与爱创新的拼劲，林德荣从"门外汉"一步步成长为半导体行业专家，带领团队先后完成"高 纯三氟化氯工业化生产成套技术"等7项科技成果，其中电子级三氟化氯填补了国内空白，使我国成为继 日本、美国之后全球第三个实现电子级三氟化氯产业化的国家。 国赛亮剑 高手比拼点亮创新之光 科技是企业创新的核心要素。伴随着科技的飞速发展，半导体材料不断推陈出新。面对技术壁垒，林德 荣带头迎难而上，通过参加创新创业国家级赛事挖掘新的创新潜力，发现新的创新方向和应用场景。 林德荣，福建德尔科技股份有限公司董事会秘书。作为一名科技管理者，林德荣带领团队深耕细作，累 计完成7项科技成果，其中包括国际领先、国际先进和国内领先的项目各2项，获个人发明专利6项，为 企业技术进步和行业发展做出了重要贡献。 今年"五一"前夕，林德荣被中华全国总工会授予"全国劳动模范"荣誉称号。 破茧成蝶 从"门外汉"到行业专家 林德荣是福建省引进的高层次(B类)人才。大学毕业后，他最先从事的是高端酒店照明行业供应链信息 管理工作，通常会与一些技术研发人员沟通交流。渐渐地，林德荣对研发项目的科技管理工作产生了浓 厚兴趣，工作的重心逐步跨界到研发项目的科技管理 ...

在"双碳"目标的历史航程中，作为国民经济支柱产业之一，石油和化工行业理应肩负起节能降碳、绿色 转型的时代使命，以系统性思维加速变革进程，"三招"发展新"碳"途，为绘就美丽中国新画卷注入强劲 的绿色动能。 完善管理体系，筑牢低碳发展新根基。健全碳排放管理体系是长效减排的制度保障。石化企业要建立全 链碳足迹图谱，通过开展产品全生命周期碳核算识别碳热点环节，制订分级减排路线图；创新碳资产运 营机制，积极参与碳市场交易，探索碳汇项目开发，将减排量转化为企业绿色竞争力；压实全员减排责 任，将碳排放强度纳入绩效考核，建立从管理层到操作岗的"双碳"目标责任体系。 践行先锋使命，引领产业协同新格局。石化龙头企业应发挥"头雁效应"，构建绿色产业生态，打造绿色 产业集群，通过绿色工艺输出、低碳标准制定带动产业链上下游协同降碳；拓展新能源耦合路径，探索 化工园区风电、光伏等清洁能源替代，推动"绿电入化"；强化绿色品牌建设，以低碳产品认证提升市场 竞争力，引导绿色消费潮流。 作者：山东华鲁恒升化工股份有限公司醋酸车间 田志勇 聚焦源头治理，重塑工艺流程新生态。工艺流程再造是节能降碳的核心突破口。石化企业要立足全生命 周期视角，推动生 ...

今年以来，"反内卷"成为我国制造业的焦点话题，碳五碳九石油树脂产业也不例外。目前该产业正经历 着前所未有的阵痛期，迫切呼唤"反内卷"及转型。 一是产品高端化。加氢树脂等高端产品仍存在供给缺口，我国每年仍需从美国、日本等国进口大量高品 质碳五碳九石油树脂，国内企业应重点研发生产满足食品包装、医疗器具等高端领域要求的特种树脂， 避开同质化竞争。 二是加强技术创新突破。加大研发投入，突破加氢工艺、催化剂效率等核心技术瓶颈。产学研合作和数 字化改造是提升竞争力的有效途径。 三是整合产业链。向上游延伸提高原料自给率，向下游拓展开发终端应用产品。另外，废树脂回收再利 用技术既符合环保趋势，又能降低原料成本。 四是布局国际产能。通过海外建厂或并购实现本地化生产，规避反倾销限制。开发"一带一路"新兴市 场，分散单一市场风险。 更值得关注的是，目前产业结构同质化严重。以碳九石油树脂为例，67%以上为普通牌号石油树脂，而 高附加值特殊树脂等产品规模较小。这种结构导致企业缺乏差异化竞争手段，只能通过价格战维持生 存。石油树脂的市场价格在过去两年间剧烈波动，通用牌号加氢石油树脂价格从历史最高位的约15000 元/吨，骤降至2025年 ...

Core Viewpoint - The uncertainty in EU regulations regarding bio-based naphtha and pyrolysis oil is suppressing demand in the petrochemical industry, hindering investments, and causing price differentiation based on end-use applications [2][6]. Regulatory Impact - The lack of clear and unified regulations from the EU is leading to decreased procurement interest in bio-based naphtha and pyrolysis oil from 2024 to 2025, complicating financing for new projects and infrastructure [2][3]. - The quality balance accounting rules significantly affect the potential profitability of bio-based naphtha and pyrolysis oil, with unclear regulations making investment returns unpredictable [2][4]. Legislative Developments - The EU Commission is required to assess the technological development and environmental performance of bio-based plastic packaging within three years of the PPWR regulation coming into effect, potentially setting usage targets for bio-based materials [3][4]. - The legal positioning of pyrolysis oil remains uncertain due to the Waste Framework Directive, which complicates its classification as a recyclable material [3][4]. Industry Dynamics - There are differing opinions on the recycling content targets, with the EU Council proposing phased targets for new vehicles, while the European Parliament suggests higher initial targets [4]. - The recognition of quality balance accounting is crucial for the chemical recycling sector to be included in recycling content thresholds, impacting the entire industry's profitability and competitiveness [4][5]. Market Outlook - The regulations will be key drivers for the future demand and investment in pyrolysis oil and bio-based naphtha, with earlier clarity from the EU potentially accelerating their scale development [6].

中东低碳氢生产商还凭借技术标准与成本优势推动低碳氢发展。标普2024年11月更新的《碳捕集封存制 氢项目全球进展》报告指出，中东正形成低碳氢产业集群，其生产成本甚至低于美国补贴后的水平，产 能目前占全球在建产能的40%。分析师预测认为，随着中东地区成为低碳燃料的主要生产地，美中两国 可能在日韩出口市场展开竞争。 为了促进未来贸易，潜在目标市场欧盟正忙于制定清洁氢规范，并于2023年发布了可再生氢气生产规 则，以建立商业贸易框架。标普旗下普氏能源资讯称，2024年10月卡塔尔碱性电解制氢成本为4.12美 元/千克，显著低于欧洲和日本的8美元/千克。预计2030年中东氢产量达1760万吨，可出口80万吨低碳 氢；2040年产量增至2410万吨，出口240万吨。 标普分析师预计，到2030年底，中东将拥有7.4吉瓦的在线电解槽产能和70万吨/年的碳捕获和甲烷重整 生产。沙特Neom绿氢巨型项目2023年一季度完成84亿美元融资，计划2026年用4吉瓦可再生能源年产24 万吨绿氢，空气产品公司独家承购其绿氨并布局欧洲市场。 行业专家分析，中东氢能项目开发商正凭借近年试运经验和在建产能优势，竞逐亚洲及欧洲低碳氢/氨 招 ...

Group 1: Chemical Sector Performance - The chemical index and oil index experienced a comprehensive increase last week, with the chemical raw materials index rising by 1.50%, the chemical machinery index by 3.96%, the chemical pharmaceuticals index by 2.46%, and the pesticide and fertilizer index by 1.29% [1] - The top five rising petrochemical products included Vitamin B1, which increased by 12.82%, Vitamin D3 by 7.14%, and toluene diisocyanate by 4.47%, while the top five declining products included liquid chlorine, which fell by 48.51%, and hydrochloric acid by 8.29% [1] Group 2: Oil Sector Performance - International crude oil prices continued a strong trend, with WTI settling at $68.45 per barrel, up 2.16% from July 3, and Brent at $70.36 per barrel, up 3.02% from July 4 [1] - The oil processing index rose by 0.52%, the oil extraction index by 0.88%, and the oil trading index by 0.63% [1] Group 3: Capital Market Performance of Chemical Companies - The top five rising listed chemical companies in the capital market included Shangwei New Materials, which surged by 72.88%, and Hongbo New Materials, which rose by 24.726% [2] - The top five declining listed chemical companies included Ruilian New Materials, which fell by 15.98%, and Xingye Co., which dropped by 9.08% [2]