Group 1 - The project focuses on the research of new textile materials, targeting three main research directions: high-performance fibers and composite materials, bio-based and recycled fiber materials, and smart fibers and flexible devices [1] - The initiative aims to promote interdisciplinary integration in textiles, establishing a comprehensive education system that combines cutting-edge guidance, inter-school collaboration, and industry-education integration [1] - The project seeks to cultivate emerging interdisciplinary fields such as "Textiles + Mechanics," "Textiles + Biology," and "Textiles + Intelligence," emphasizing the high-performance, green, and intelligent development of textile materials [1] Group 2 - Representatives from various task teams reported on project advancement strategies, key pathways, expected outcomes, and existing progress during the meeting [2] - Collaboration with industry partners was highlighted, focusing on themes such as industry-education integration, collaborative innovation, and results transformation [2] - Expert consultants provided high praise for the project and offered suggestions on enhancing cross-school and cross-disciplinary mechanisms, promoting collaborative innovation between academia and industry, and developing high-level innovation platforms [2]

Core Viewpoint - Nanjing Julong has announced the establishment of a wholly-owned subsidiary, Huizhou Julong New Materials Technology Co., Ltd., with a registered capital of 30 million yuan, and plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [1] Group 1: Company Expansion - The company has a total planned production capacity of 220,000 tons per year for high-performance modified plastics by the end of 2024, which includes a completed project in Chuzhou with an annual capacity of 50,000 tons for special engineering plastics and modified materials [1] - In June 2025, Nanjing Julong announced an additional project for 40,000 tons of special materials, which includes 20,000 tons of flame-retardant nylon, 15,000 tons of flame-retardant PBT, and 5,000 tons of flame-retardant PPO [1] - With the new 60,000-ton capacity for modified materials, the total planned capacity for modified materials has reached 320,000 tons [1] Group 2: Strategic Synergy - The establishment of Huizhou Julong will create synergistic effects with the headquarters in Nanjing, the Chuzhou facility, and the plant in Mexico, enhancing the company's material supply capabilities in sectors such as new energy vehicles, electronics, and humanoid robots [1]

中仑新材董事长杨清金表示："印尼基地是公司全球化布局的关键一步。未来，公司还考虑在欧美等地 进一步深化产能布局，通过产品、品牌、产能、研发等方面全面出海，深度参与全球产业竞争与合 作。" 基地位于印尼西爪哇省苏尔雅齐达工业园区，总投资超10亿元，规划年产能9万吨，达产后将成为东南 亚最大的BOPA(双向拉伸尼龙薄膜)功能性膜材生产基地。此次投产的印尼基地，是该公司继厦门两大 生产基地、泉州一体化产业链基地后的第四个核心基地。 中化新网讯1月15日，福建中仑新材（301565）料股份有限公司旗下首个海外生产基地——印尼长塑高 性能膜材生产基地正式投入运营。该基地是我国高性能膜材行业首个海外生产基地。 ...

生物可降解聚酯橡胶材料以丁二酸、癸二酸和1,4-丁二醇等为主要原料，经连续酯化、缩聚工艺制成， 在堆肥环境中130天内的生物降解率可达70%以上，最终分解为水和二氧化碳，具备绿色环保特性。此 材料可应用于轮胎制造、鞋材、手套、减震材料、PVC增韧、可控降解轮胎胎面及医用可降解骨蜡等领 域。生物可降解聚酯橡胶为全球首创、中国原创的橡胶品种，由北京化工大学先进弹性体材料研究中心 科研团队研发。 该项目落地于江苏如东洋口港临港工业区，总投资10.8亿元。项目采用"一次规划、三期建设"模式，分 三期建设，一期设计产能1万吨/年，二期设计产能5万吨/年，三期设计产能5万吨/年，项目全部建成后 可形成年产11万吨生物可降解聚酯橡胶新材料。 中化新网讯近日，江苏恒诺新材料科技有限公司年产11万吨的生物可降解聚酯橡胶项目一期1万吨工程 进入产线联动与试生产阶段。 ...

编者按2025年，政策与市场合力推动行业从价格竞争转向价值创造，化工全产业链迎来系统性重塑。 2026年开年，站在供需重构、价值重塑的关键节点，推出《2026化工产品展望》系列报道，以前瞻性的 分析研判细分品类的市场走势。 河南睿源新能化工负责人孟见伟表示，2026年纯苯下游需求依然靠传统领域托底。其中，苯乙烯仍是纯 苯需求的核心驱动力，占比达48%左右，今年其产能增速虽从15.6%放缓至2.9%，但出口渠道持续改 善，欧美装置检修与新兴市场缺口为中国苯乙烯出口提供空间，间接带动纯苯需求边际改善。苯胺、己 二酸、己内酰胺、苯酚等传统领域需求稳中有升，合计占比约30%。传统领域需求稳健为2026年纯苯市 场脱离底部、平稳回升提供助力。 "虽然纯苯下游传统领域需求相对稳定，但新兴市场需求仍处弱势，需求结构升级步伐略显迟缓，对后 市的深度回暖形成抑制。如高端应用领域中的电子级溶剂、医药中间体等占比不足5%，难以形成有效 需求弹性，制约行业盈利空间提升。尽管'两新'政策与扩大内需战略有望带动终端消费复苏，然而全球 经济衰退风险与贸易壁垒增加，仍对下游出口导向型行业形成压制，预计2026年亚洲纯苯需求增长率仅 为1.6 ...

Core Viewpoint - Jinshi Resources has acquired a stake in Zhejiang Nuoya Fluorine Chemical Co., becoming its second-largest shareholder, aiming to enhance resource integration and improve collaborative efficiency in the fluorochemical industry [1] Company Summary - Zhejiang Nuoya focuses on the research and production of fluorine-containing electronic chemicals, with products including liquid cooling fluorinated liquids, electronic cleaning agents, high-efficiency environmentally friendly fire extinguishing agents, and fluorine-containing lithium battery materials [1] - Jinshi Resources is the largest publicly listed company in China in terms of fluorite resource reserves, possessing top-tier mining capabilities and resource reserves in the domestic market [1] - The strategic partnership represents a strong collaboration between resource and technology sectors, aligning with industry trends towards a "resource + technology" dual-driven model [1] Industry Summary - The fluorochemical industry is transitioning towards a dual-driven model due to tightening environmental policies and increased control over fluorite resources [1] - Companies that can integrate the entire industry chain are gaining a competitive advantage, while those focused on single segments face greater challenges [1] - Zhejiang Nuoya's move to bring in a leading upstream enterprise as a shareholder is a proactive step to align with industry development trends and enhance its own industry chain layout [1]

Group 1 - The chemical industry is experiencing a strong rebound in prices, with the basic chemical index rising by 12.72% year-to-date as of January 30, driven by supply-side maintenance, recovering export demand, and policy-driven structural tightness [1] - Aromatic products have shown significant price increases, with pure benzene prices in East China rising by 18.3% and styrene by 15.5% in January [1] - The price surge is attributed to multiple factors, including rising international oil prices, unexpected maintenance of chemical facilities, and a favorable market outlook for low-valuation chemical products [1] Group 2 - PX social inventory is expected to decrease rapidly starting in the second half of 2025, with a projected drop to 1.67 million tons by the end of 2025, supporting PX spot price increases [2] - The price of caprolactam has also rebounded, with prices rising from 9,325 yuan/ton to 9,600 yuan/ton in January, driven by reduced industry operating rates [2] - The pesticide industry is benefiting from rising core raw material prices and new export tax regulations, leading to price increases for products like glyphosate [2] Group 3 - The pesticide industry is undergoing supply-side structural reforms driven by policy changes, including the implementation of a new registration policy and the cancellation of export tax rebates for certain products [3] - The chemical industry is approaching a cyclical turning point, with stricter standards for energy consumption, carbon emissions, and safety processes expected to accelerate the elimination of outdated production capacity [3]

Group 1: Oil and Chemical Indices Performance - The oil indices showed an overall increase, with all three oil indices rising, while all four chemical indices experienced declines [1] - The chemical raw materials index fell by 1.98%, the chemical machinery index decreased by 1.73%, the chemical pharmaceuticals index dropped by 3.11%, and the pesticide and fertilizer index declined by 2.06% [1] - In contrast, the oil processing index increased by 4.01%, the oil extraction index rose by 12.08%, and the oil trading index went up by 5.87% [1] Group 2: International Oil Prices - International crude oil prices saw a significant increase, with WTI crude oil futures settling at $65.21 per barrel, up 6.78% from January 23 [1] - Brent crude oil futures settled at $70.69 per barrel, reflecting a 7.30% increase from January 23 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases included octanol (up 8.42%), adipic acid (up 7.95%), carbon black (up 7.94%), Brent (up 7.30%), and butadiene (up 6.98%) [1] - The five petrochemical products with the largest price declines were hydrogen peroxide (down 7.66%), lithium battery electrolyte (down 7.04%), battery-grade lithium carbonate (down 5.91%), paraquat 42% mother liquor (down 5.56%), and hydrochloric acid (down 3.70%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Tongyuan Petroleum (up 63.03%), Sidike (up 60.03%), Runtu Co. (up 34.08%), Qianeng Hengxin (up 33.43%), and Sinopec Oilfield Service (up 29.66%) [2] - The five listed chemical companies with the largest stock price declines included Gaomeng New Materials (down 21.06%), Guofeng New Materials (down 19.37%), Jianghua Micro (down 19.01%), Lafang Jiahua (down 18.74%), and Shuangwei New Materials (down 16.26%) [2]

项目预计于2027年底全面建成投产，届时上海石化大丝束碳纤维产能将跃居全国首位。该项目配套的年 产6万吨大丝束碳纤维原丝项目也将在上海石化现有厂区内建设，预计今年上半年开工。 中化新网讯 2月1日，上海石化年产3万吨大丝束碳纤维异地建设项目一阶段机械竣工，进入生产准备阶 段。一阶段包含2条生产线，产能合计6000吨/年，预计于今年二季度正式投产。 该项目是鄂尔多斯市重点工程项目，建设主体单位为上海石化控股子公司——内蒙古新金山碳纤维有限 公司，将依托上海石化自有大丝束碳纤维专利技术以及内蒙古地区丰富的绿电资源，主要生产48K、 60K等规格大丝束碳纤维，为下游风电等领域提供大丝束碳纤维原材料，助力新能源产业高质量发展。 图为项目现场。(李娟 摄) ...

该产品为天然色聚丙烯均聚物，适用于薄壁注塑与纤维挤出工艺。其在加工便利性、机械强度与光学性 能方面可与原生聚丙烯媲美，同时实现碳足迹降低35%，是一款能够直接替代现有原料的解决方案。 此次是英力士针对化妆品包装推出的第二款Recycl-IN混合等级产品，进一步扩展了其可持续聚合物解 决方案组合。该公司已为汽车、建筑、包装、纺织等多个领域提供一系列用于硬质和柔性应用的再生混 合聚烯烃化合物。 中化新网讯 近日，英力士烯烃与聚合物欧洲公司宣布，推出一款名为Recycl-IN rPP1025C的新型混合聚 合物等级，其再生材料含量高达70%，专为提升化妆品等接触敏感型包装的可持续性而设计，旨在不牺 牲品质与性能的前提下减少碳足迹。 ...