据王辉国介绍，该技术可利用俗称"地沟油"的餐饮废油和棕榈油、蓖麻油、棉籽油等多种动植物油脂作 为原料，生产高质量航空煤油，产品质量及工艺技术指标完全达到国际同类先进技术水平。 近年来，中国石化SRJET技术成功实现从技术研发到商业飞行、从客运到货运、从国内到国际航线 的"三连跳"，推动我国生物航煤从规模化生产迈向商业化应用新阶段。2011年9月，镇海炼化采用 SRJET技术首次产出合格生物航煤产品，命名为"中国石化1号生物航煤"。2014年2月，中国石化获民航 局颁发的我国首张生物航煤适航许可证。2015年3月，加注1号生物航煤的海航HU7604航班从上海虹桥 机场起飞后平稳降落北京国际机场，标志着生物航煤首次商业载客飞行成功。2017年12月，1号生物航 煤实现首次跨洋商业载客飞行。2022年12月，1号生物航煤完成首次货运国际飞行。2024年6月，1号生 物航煤加注国产大飞机C919并成功试飞，填补国产生物航煤在国产机型加注的空白。 下一步，中国石化将持续加大创新投入，开展生物航煤技术升级迭代，为国内及全球民航低碳可持续发 展提供科技支撑。 中化新网讯 近日，记者从中国石化（600028）石油化工科学研究 ...

Core Viewpoint - The synthetic rubber industry is responding to global supply chain restructuring and "dual carbon" goals by focusing on green transformation, collaborative empowerment, and intelligent innovation to achieve smart, green, and high-end development [1] Group 1: Intelligent Development - The synthetic rubber industry has seen continuous growth, with breakthroughs in key technologies and a shift towards high-end specialty products, breaking international monopolies [2] - Artificial intelligence (AI) is identified as a core engine for upgrading the synthetic rubber industry, with recommendations for building a shared data platform, a dual-drive system of models and mechanisms, a feedback loop for theory and experimentation, and promoting collaborative innovation among academia and industry [2] Group 2: Green Transformation - Experts agree that green transformation is essential for high-quality development in the synthetic rubber industry, with significant progress made in material greenification, clean production processes, and performance design during the 14th Five-Year Plan [4] - Innovations such as bio-based rubber, which combines natural and synthetic rubber, are being developed to reduce reliance on fossil fuels, while environmentally friendly technologies for rubber production are being explored to lower carbon emissions [4] Group 3: High-End Development - The pursuit of product and industry high-end development is a key goal for the synthetic rubber industry, with new research directions proposed for products like polyisobutylene and butyl rubber [6] - Advanced materials such as intelligent impact-resistant elastomers are being developed for applications in flexible screens and other high-performance products, showcasing the industry's capability to meet high-end market demands [7]

"建设新型电力系统对新型储能有刚性需求，行业同仁要坚定发展信心，做到'三个面向'。"徐梓铭认 为，要面向科技前沿，积极开展新型储能科技创新；面向系统需求，以新型电力系统建设要求引导行业 发展；面向市场机制，主动适应新型储能在电力市场环境下发展。 中国科学院院士、清华大学教授欧阳明高提出，未来电池储能中，锂离子电池仍为主流，需要在大容量 和长寿命趋势下突破安全性瓶颈，可通过智能电池（植入芯片+AI监控）和固态电池实现突破，目标是 将储能度电成本降至0.1元/瓦时；绿氢储能需通过风光制氢实现长周期储能，结合热回收将综合能效提 升至80%。他强调，储能技术需融合化工、电工、热工等多学科创新，推动新能源系统多能耦合发展， 构建零碳能源系统生态。 内蒙古电力集团副总经理王立新介绍，内蒙古在全国范围内首创十年长效补偿机制，开启独立储能容量 补偿的先例，为储能项目收益稳定提供重要保障。2024年，该集团在自治区范围内率先启动建设60万千 瓦新型储能；2025年将持续发力储能建设，再新开工建设一批新型储能项目，增强系统调节能力。 中化新网讯 "136号文"取消强制配储后，新能源与储能如何协同发展？业内专家在8月19—20日召 ...

Core Insights - The report outlines the "Top Ten Trends in Sustainable Development for Chinese Enterprises by 2025" presented by the President of the China Sustainable Development Business Council, Yu Baocai [1] Group 1: Key Trends - Energy transition and low-carbon practices are accelerating high-quality and green development [1] - Humanity faces dual crises of climate change and biodiversity loss [1] - The circular economy is becoming a significant driver for economic transformation and upgrading, with rapid development in the recycling industry [1] - Digital technology empowers sustainable development, with artificial intelligence leading a new wave of technological revolution and industrial transformation [1] - Building resilient supply chains is essential for enhancing green and safe development [1] Group 2: Regulatory and Market Changes - ESG (Environmental, Social, and Governance) information disclosure is becoming more standardized, with regulations becoming increasingly pragmatic [1] - Urban renewal and high-quality development present new requirements and opportunities for enterprises [1] - Strengthening food security and accelerating agricultural modernization are critical [1] Group 3: Demographic and Consumer Trends - The silver economy is releasing incremental space, while structural contradictions in the labor market need to be addressed [1] - Sustainable living is gradually becoming mainstream, and providing products and services that meet sustainable demands is key for enterprises to achieve new growth [1] Group 4: Global Context - The current global strategic landscape is undergoing rapid restructuring and order changes, with significant increases in uncertainty due to intertwined global challenges [1] - Extreme weather and various disasters are becoming more frequent, exacerbating the food security crisis and accelerating the transformation of the energy system [1]

六部门召开光伏产业座谈会 中化新网讯 8月19日，工业和信息化部、中央社会工作部、国家发展改革委、国务院国资委、市场监管 总局、国家能源局联合召开光伏产业座谈会，相关光伏制造企业及发电企业、中国光伏行业协会、有关 地方工业和信息化主管部门负责人参加会议。 会议要求，光伏产业各方要深刻认识规范竞争秩序对光伏产业高质量发展的重要意义，共同推动产业健 康可持续发展。一是加强产业调控。强化光伏产业项目投资管理，以市场化法治化方式推动落后产能有 序退出。二是遏制低价无序竞争。健全价格监测和产品定价机制，打击低于成本价销售、虚假营销等违 法违规行为。三是规范产品质量。打击降低质量管控、虚标产品功率、侵犯知识产权等行为。四是支持 行业自律。发挥行业协会作用，倡导公平竞争、有序发展，强化技术创新引领，严守质量安全底线，切 实维护行业良好发展环境。 今年7月3日，工信部就曾组织召开光伏座谈会，与前次相比，此次座谈会新增多个事关行业治理成效的 部门参加。中国国际经济交流中心能源与绿色低碳发展研究部部长景春梅接受《中国化工报》记者采访 时指出，这表明有关政府部门对于光伏行业"内卷"治理的重视不断加强。"破解光伏制造业'内卷式'竞 ...

Group 1 - The TDI market has experienced a significant price increase in July, with prices rising from 11,700 CNY/ton to 16,400 CNY/ton, marking a 39.8% increase [1] - The price stabilization in August has seen the TDI benchmark price at 16,100 CNY/ton as of August 18 [1] - Supply constraints due to multiple production facilities being offline have contributed to the price surge, with significant outages reported in both domestic and international markets [2][3] Group 2 - The TDI supply-demand relationship has been tight, with prices previously reaching highs of 40,000 CNY/ton during the 2016-2018 period, but dropping below 20,000 CNY/ton in recent years [2] - The shutdown of major production facilities, including a 300,000-ton facility in Germany and various plants in Asia, has created a global supply shortage, leading to price increases [2][3] - Domestic production facilities that remain operational include those from BASF and Covestro, but overall supply has been significantly impacted by the shutdowns [3] Group 3 - Analysts predict that TDI prices will remain elevated in August, with domestic prices expected to range between 15,500 CNY and 19,000 CNY, while Shanghai prices may range from 16,000 CNY to 19,500 CNY [4] - The market is currently experiencing a high price environment, but there is a growing resistance from downstream consumers against high TDI prices, leading to a lack of actual transactions [5] - The anticipated recovery of several production facilities in August may lead to a stabilization of TDI prices in the near term [5] Group 4 - China is the largest TDI producer globally, with domestic production capacity expected to reach 1.85 million tons by 2025, while global capacity is projected at 3.58 million tons [6][7] - Wanhua Chemical is the largest TDI supplier, with a production capacity of 1.11 million tons per year, and has recently completed a new 360,000-ton facility [7] - By 2025, global TDI demand is expected to reach 2.17 million tons, leading to a surplus in production capacity and a projected decline in operating rates to around 61%, the lowest in 15 years [7]

Group 1: Chemical and Oil Industry Performance - The chemical index and oil index experienced an overall increase last week, with the chemical raw materials index rising by 3.29%, the chemical machinery index by 0.78%, the chemical pharmaceuticals index by 0.04%, and the pesticide and fertilizer index by 1.90% [1] - In the oil sector, the oil processing index increased by 4.14%, the oil extraction index by 0.70%, and the oil trading index by 2.97% [1] - International crude oil prices showed a strong performance, with WTI settling at $63.66 per barrel, up 1.37% from August 15, and Brent settling at $67.73 per barrel, up 2.85% [1] Group 2: Market Performance of Chemical Companies - The top five performing chemical companies included Zhenan Technology with a rise of 53.11%, Feilu Co. with 33.16%, Qide New Materials with 30.05%, Honghe Technology with 23.25%, and Jinmei B shares with 21.35% [2] - The five chemical companies with the largest declines were Shangwei New Materials down 13.12%, Weike Technology down 10.89%, Xinya Qiang down 10.59%, Zhongxin Fluorine Materials down 10.38%, and Jiuding New Materials down 9.15% [2] Group 3: Commodity Price Changes - The top five products with the highest price increases included Vitamin B1 up 12.82%, Vitamin D3 up 7.14%, Paraquat up 6.56%, industrial-grade lithium carbonate up 4.90%, and propane up 4.84% [1] - The five products with the largest price decreases were liquid chlorine down 48.51%, hydrochloric acid down 8.29%, butyl rubber down 7.79%, methyl acrylate down 7.33%, and butyl acrylate down 6.13% [1]

Group 1 - The core viewpoint of the articles indicates that the U.S. oil and gas industry is entering a merger and acquisition (M&A) boom in 2024, with a projected total M&A value of $206.6 billion, representing a 331% year-on-year increase [1] - The number of leading publicly listed exploration and production (E&P) companies in the U.S. has decreased from 50 to 40, yet these 40 companies contribute approximately 41% of the nation's oil and gas production, highlighting a trend of "the strong getting stronger" [1] - In 2024, 42% of the M&A budget will be allocated to undeveloped reserves, a significant increase from 18% in 2023, indicating a strategic shift towards securing high-quality drilling locations for long-term production potential [1] Group 2 - The exploration and development costs have decreased by 7% year-on-year, despite the ongoing M&A activity, and the industry's reserve replacement rate remains above 100%, demonstrating the effectiveness of the new model of achieving reserve growth through M&A while reducing traditional exploration investments [2] - Following the M&A boom, U.S. oil and gas companies are focusing on addressing various uncertainties in the macro environment, with operational efficiency and capital discipline becoming critical for success [2] - The M&A activity is expected to slow significantly by the second quarter of 2025 due to the scarcity of quality targets, forcing buyers to diversify into non-core areas [2]

Core Viewpoint - Ecolab has agreed to acquire the electronic business unit of Ovivo for $1.8 billion, which specializes in ultra-pure water products and services for the semiconductor industry [1] Group 1: Acquisition Details - The acquisition is expected to generate $500 million in sales by 2025 and involves a workforce of 900 employees [1] - Ecolab aims to integrate this business with its existing high-tech operations to provide water management solutions that significantly reduce freshwater usage while maximizing chip production [1] Group 2: Business Impact - The acquisition will more than double the scale of Ecolab's global high-tech water treatment business [1] - Including this acquisition, the annual revenue for Ecolab's high-tech business is projected to reach approximately $800 million, maintaining a strong double-digit growth rate [1] - Ecolab currently generates about $300 million in annual sales from water treatment products supplied to semiconductor wafer fabs, and this transaction is expected to enhance the profitability of its high-tech business [1]

截至2025年年初，联合国197个成员国均已认可2015年达成的《气候协定》，并且大多数国家都制定了 具体目标，包括减少温室气体排放及采取其他行动限制全球变暖。然而，实践证明，制定目标与实现目 标完全是两码事。 近期，全球著名的能源智库"灰烬"发布了一份报告，评估全球各国的气候行动进展。报告开篇指出，尽 管133个国家在2023年COP28气候峰会上同意将全球可再生能源装机容量提高3倍，但其中许多国家的政 策行动与承诺并不匹配。 根据报告，两年前的COP28峰会上，133个国家同意到2030年将全球可再生能源装机容量提升至1.1万吉 瓦。然而截至今年7月，仅有7个非欧盟国家更新了本国2030年目标，其中5个上调目标，2个下调目标。 欧盟部分国家则按欧盟期限完成了《国家能源与气候计划》(NECP)的最终确定：法国和西班牙分别将 目标提高5吉瓦和19吉瓦，德国和意大利则未作调整。预计从现在到2029年下一个NECP期限，欧盟国 家不会再更新本国目标。 "灰烬"的报告显示，全球各国可再生能源装机容量目标总和仅比2023年COP28时高出2%，为7.4太瓦。 这与将全球变暖控制在1.5摄氏度所需的2030年11太瓦目 ...