Core Viewpoint - During the "14th Five-Year Plan" period, China National Petroleum Corporation Bohai Drilling Engineering Company (Bohai Drilling) has focused on high-quality development despite challenges such as fluctuating international oil prices and declining construction costs, achieving a cumulative drilling footage of 23.79 million meters, exceeding planned targets. Looking ahead to 2026, the company aims to enhance energy supply security and build a first-class enterprise through innovation and self-reliance [1]. Group 1: Party Leadership and Governance - Bohai Drilling emphasizes the importance of party leadership and strengthening party construction, ensuring that the company progresses in the right direction guided by the Party's innovative theories [2]. - The company will implement strict political construction and deepen grassroots party building, integrating it with operational responsibilities to enhance the effectiveness of party work [2]. - Bohai Drilling aims to promote comprehensive and strict governance of the Party, focusing on leadership accountability and addressing corruption and inefficiencies [2]. Group 2: Technological Innovation - The company prioritizes technological innovation as essential for its survival, planning to balance research and development with practical application while accelerating digital transformation [3]. - Bohai Drilling will focus on overcoming key drilling technologies and explore disruptive technologies in clean energy, such as air storage and carbon capture [3]. - The company plans to establish collaborative innovation networks with top universities and research institutions to enhance its research capabilities [3]. Group 3: Internal Reforms and Management Efficiency - Bohai Drilling is committed to deepening reforms and implementing lean management principles to reduce internal inefficiencies and enhance management effectiveness [4]. - The company will adopt a flat management structure to improve market responsiveness and address issues of redundancy and inefficiency [4]. - Bohai Drilling aims to enhance service quality by providing integrated solutions across various operational stages, thereby improving customer satisfaction and operational efficiency [4]. Group 4: Talent Development - The company will continue to strengthen its talent strategy by expanding its workforce and enhancing talent quality, particularly focusing on attracting high-end talent through flexible arrangements [6]. - Bohai Drilling plans to invest in the development of young talent by involving them in key projects and providing opportunities for professional growth [6]. - The company will implement positive incentives for scientific and technological personnel, prioritizing their promotion and support based on performance [6].

Core Viewpoint - Shandong Haohua Group is actively integrating party building with production operations, showcasing achievements through a competition among party branch secretaries, emphasizing the role of grassroots leadership in driving high-quality development [1] Group 1: Party Building and Efficiency - The party branch at the soda ash plant has achieved a historical record by repairing 94 old instruments and reusing 84, resulting in a 34.8% increase in repair volume [2] - The implementation of six technical transformation projects in 2025 has led to significant cost reductions and efficiency gains, with one project generating an annual profit of 490,000 yuan and another 1.2 million yuan [2] - The bromine plant's party branch improved the comprehensive extraction rate of bromine to 88.13%, a year-on-year increase of 10.69%, resulting in an additional profit of over 14 million yuan [2] Group 2: Safety and Risk Management - The company has achieved a 100% weekly inspection rate for 2,106 instruments, setting historical bests for various operational metrics [4] - A risk prevention model has been established, pairing one experienced party member with two young pioneers to enhance safety and operational standards [4] Group 3: Digital Transformation and Innovation - The party branch has successfully completed eight out of ten technical challenges related to digital transformation within a year, including innovations in pneumatic intelligent actuators [5] - The introduction of a "zero manual" system has reduced operation frequency by 51.89% and improved stability by 65%, with a 59.5% increase in key control metrics [5] - The company has implemented 22 APC control loops, achieving a 98% automation rate and reducing manual intervention by 85% [5]

Core Viewpoint - The key to breaking the "involution" competition in the petrochemical industry lies in transitioning the development paradigm from "bulk generalization" to "high-end, specialized, and green" approaches, thereby establishing irreplaceable competitive advantages and opening new value growth opportunities. Group 1: High-End Development - Companies must break free from the low-end generic product competition and focus on high-end polyolefins and high-performance engineering plastics to achieve import substitution by addressing industry chain weaknesses and national strategic needs [1] - By deepening collaboration among production, education, research, and application, companies should focus on overcoming core technologies such as key monomers and high-end catalysts, accelerating the industrialization demonstration process [1] - This approach not only expands new application scenarios with differentiated products but also elevates companies from the "cost segment" of the supply chain to the "profit center" of the value chain, enhancing technological self-control capabilities [1] Group 2: Specialization - Companies should identify precise niches in the vast market to avoid red ocean competition, focusing on rapidly growing segments such as electronic chemicals, new energy battery materials, and high-end medical materials [1] - Establishing specialized R&D and application development teams to provide highly customized products and integrated technical solutions will create deep partnerships with downstream clients [1] - This "invisible champion" model, based on unique technologies, can build solid technological barriers, effectively capture sustainable product premiums, and form differentiated "moats" [1] Group 3: Green Development - Green low-carbon initiatives have become a core competitive advantage, and companies should invest in bio-based materials, plastic chemical recycling, and CO2-derived chemicals while promoting large-scale applications to reduce costs [2] - Optimizing processes to lower energy and material consumption and providing full lifecycle carbon footprint management solutions will help meet downstream green supply chain requirements [2] - This strategy not only mitigates potential policy and carbon tax risks but also positions companies to capture the green premium market, transforming environmental advantages into brand value and new growth points [2] Group 4: Strategic Transformation - The transition towards "three transformations" represents a profound strategic shift, requiring petrochemical companies to leverage technological innovation, market segmentation, and green low-carbon initiatives to systematically reshape product structures and business models [2] - This transformation is essential for companies to fundamentally escape inefficient internal competition and gain initiative in the new phase of high-quality development [2]

1月25日上午10时，位于塔克拉玛干沙漠腹地的顺北油田，气温低至零下15摄氏度，但顺北5-26X井场 却是一派火热繁忙的景象，中石化中原塔里木分公司90107钻井队正在进行搬迁作业。工人们忙着拆 解、打包各类钻井设备，搬迁车队在新老井场往来穿梭，大班人员登上设备挂绳套、抡起榔头砸销子， 呼出的热气在面罩上结成了霜。 "刚刚过去的2025年，我们钻井队在顺北工区施工3口井，打破多项深地钻井纪录，夺得工区第一名。我 们将以这次搬迁为新起点，向更快速度发起挑战。"正在现场指挥作业的平台经理褚定宇表示。 为确保作业安全，该公司装备管理专家张志涛带领生产、安全部门的人员驻井带班盯防。他们和队干部 一起，往返新老井场，指挥吊装、起井架等高风险作业。得益于超前谋划、组织有序，本次搬迁作业做 到了安全高效，为新井尽快开钻提供了保证。 1月27日，仅用4天时间，90107钻井队便完成顺北5-29H井设备搬安任务，一举打破顺北工区钻井队搬 迁时间最短纪录。 "我们将当好'深地工程'标杆队，不断刷新深地钻井速度，为保障国家能源安全再立新功!"迎着新年的曙 光，望着缓缓立起的井架，褚定宇眼神中透露出自信和坚定。 搬迁作业进行前，褚定 ...

Core Viewpoint - The petrochemical industry is undergoing significant transformation towards green and low-carbon development during the "14th Five-Year Plan" period, focusing on clean energy structures and high-end utilization of industrial waste [1] Group 1: Energy Cleanliness and Low Carbonization - The energy structure in China is rapidly transitioning from traditional fossil fuels to cleaner, low-carbon, and diversified sources during the "14th Five-Year Plan" [2] - The hydrogen energy industry has seen rapid development, with breakthroughs in key technologies, leading to the initial formation of an industrial chain [2] - China Dongfang Electric Group has developed a water electrolysis hydrogen production system with a maximum hydrogen production capacity of 250 Nm³/h and a pressure of 3 MPa, utilizing renewable energy sources [2] - The National New Energy Storage Innovation Center has developed a liquid-cooled energy storage system and a new fire extinguishing system, significantly enhancing the reliability of energy storage stations [2] Group 2: Transition from "Carbon Fixation" to "Carbon Utilization" - The petrochemical industry is actively developing a circular economy, exploring new paths for carbon dioxide resource utilization and capture [3] - The carbon capture cost at Guoneng Group's Taizhou power plant is only 208 RMB per ton, utilizing a self-developed absorbent for high-capacity and low-energy consumption [3] - Jiangsu Shenghong Chemical Fiber has developed a project that captures carbon dioxide emissions and converts them into polyester fibers, reducing carbon emissions by 28.4% compared to petroleum-based methods [3] Group 3: Resource Utilization of Industrial Waste - The utilization of industrial waste is becoming a crucial breakthrough for the development of a circular economy [4] - Beijing Shougang Longze Technology has developed a project that captures carbon from industrial waste gas and converts it into bioethanol and microbial protein, turning waste into high-value resources [4] - Anhui Fengyuan Group has innovatively utilized agricultural waste to produce bio-based polyurethane for automotive interior leather, significantly reducing carbon emissions [5] - The Chinese Academy of Sciences has developed a water treatment catalyst that purifies wastewater, making it suitable for various applications [5] Group 4: Phosphate Chemical Solid Waste Utilization - Guizhou Phosphate Group has applied phosphogypsum solid waste in construction materials and soil improvement, effectively turning waste into valuable resources [6] - The company has established a production line for anhydrous gypsum packaging boxes, which does not consume timber resources and reduces environmental pressure [6]

Core Viewpoint - The company emphasizes the integration of employee health management into safety management systems, viewing it as a necessary component rather than an optional addition [1][2]. Group 1: Health Management Integration - The company believes that improving the reliability of personnel is essential for enhancing safety levels in the calcium carbide and coal tar industries [2]. - Health management is now considered a mandatory part of the safety management system, as employees' physical and mental well-being directly impacts the effectiveness of safety protocols [2][3]. - The company has achieved a dual goal of 100% online training and qualification rates through the HSE365 platform, highlighting the importance of health status in safety management [2]. Group 2: Educational Framework - A collaboration with HSE365 is set to launch a health safety service module by 2025, incorporating health assessments into safety training programs [3]. - The training will include pre-employment health checks and psychological evaluations, specifically targeting high-risk health groups [3]. - The company aims to create a closed-loop system of "safety education—health monitoring—risk intervention—reinforcement of education," enhancing both safety awareness and health among employees [3]. Group 3: Practical Implementation - Since the implementation of the health and safety management collaboration, employee engagement in health management has significantly increased, with a health check completion rate of 98.7% and a psychological assessment participation rate of 86.4% [4]. - The company plans to further integrate health management into daily operations through various activities, including health education and psychological support [4]. - Future initiatives will focus on refining health risk assessments and adapting them to various workplace environments, aiming for employees to actively maintain their health [4].

Core Viewpoint - The article highlights the significant advancements in Shaanxi's energy and chemical industry during the "14th Five-Year Plan" period, emphasizing the province's role in modernizing China's industrial system and its strategic importance in energy security [1][4]. Group 1: Industrial Development - Shaanxi has focused on building a modern industrial system, leading to the transformation and upgrading of traditional industries and the rapid rise of emerging industries [1]. - Major projects such as the 800,000 tons/year ethylene production from ethane cracking and the 1.5 million tons/year clean and efficient coal conversion project have been completed, contributing to an increase in coal-based chemical product capacity by over 8 million tons/year and generating nearly 50 billion yuan in output value [2]. - The province is transitioning from a raw material base to a materials base, diversifying its product offerings and moving from upstream to downstream in the industrial chain [2]. Group 2: Technological Innovation - Shaanxi has prioritized technological innovation, achieving breakthroughs in various fields, including new materials and renewable energy, which support national projects like the "Shenzhou" space missions and "Beidou" satellite network [3]. - The province has developed 12 globally first-of-a-kind technologies and 16 domestically first-of-a-kind technologies in the energy and chemical sectors, showcasing its competitive edge [3]. - Key technologies such as the world's highest efficiency for HIBC solar cells and advancements in carbon capture and storage (CCS) have been achieved, positioning Shaanxi as a leader in these areas [3][5]. Group 3: Regional Development and Coordination - Shaanxi has enhanced regional development by promoting innovation in the Guanzhong area, energy transformation in northern Shaanxi, and ecological upgrades in southern Shaanxi [4]. - The energy supply capacity in northern Shaanxi has significantly increased, with coal production reaching 680 million tons and natural gas production at 35.3 billion cubic meters, marking growth rates of 19.4% and 28.5% respectively compared to the end of the "13th Five-Year Plan" [4]. - The establishment of a 2 billion yuan innovation fund and a 10 square kilometer pilot base in Yulin demonstrates the province's commitment to fostering technological innovation and industrial demonstration [4]. Group 4: Environmental Sustainability - Shaanxi's energy and chemical enterprises are committed to reducing carbon emissions through various projects, including carbon capture, utilization, and storage (CCUS) initiatives [5]. - The successful pilot test of a 4 million tons/year CCS project marks a significant milestone in the large-scale application of modern coal chemical engineering in China [5].

预增公司还集中于改性塑料、民爆、钾肥、化学制剂等板块。 "去年，化工行业产能扩张接近尾声，需求端迎来修复，叠加原料成本上涨以及部分化工产品价格反 弹，一定程度上推动行业景气度回暖。"陕西巨丰投资资讯有限责任公司高级投资顾问朱华雷说。 更值得一提的是，2025年以来，全球锂电市场迎来强劲复苏态势，动力电池、储能电池需求持续爆发， 带动产业链上下游企业经营业绩改善。天赐材料、盐湖股份、藏格矿业等十余家锂电上市公司已发布 2025年度业绩预增公告，行业景气度显著回升。 与之形成对比的是，近十家光伏龙头企业发布的2025年业绩预告显示，光伏行业遭遇财务寒冬，全产业 链陷入亏损困局。 此外，多家氯碱上市企业陆续披露2025年业绩预减预告。聚氯乙烯价格在2025年持续下滑成为拖累业绩 的主要原因。 中化新网讯 A股上市公司2025年年报业绩预告目前正进入加速披露期。万得(Wind)数据显示，截至1月 28日，已有1224家A股上市公司发布业绩预告。其中，石油和化工企业180家，按业绩预告类型来看， 业绩预喜公司124家；业绩预忧公司56家，显示行业景气度缓慢回暖。 2025年，中国经济在压力中稳步前行，经济总量首次突破1 ...

魏炳举强调，要将学习贯彻全会精神与落实立德树人根本任务、推动学院"双高计划"建设、实现内涵式 高质量发展紧密结合起来，主动对照全会精神和"十五五"规划建议中关于教育、科技、人才的战略部 署，围绕服务化工行业高端化、智能化、绿色化发展的趋势需求，结合学院"双高计划"建设和年度重点 工作，制定《重点任务分解表》，要将宏观要求转化为建设高水平特色专业群、深化产教融合与校企协 同育人、提升关键办学能力与服务发展水平的动力，明确责任部门、时间节点和预期成果，实行清单化 管理、项目化推进。 魏炳举要求，全院上下要认真消化吸收四中全会的精神内涵，以更加饱满的热情和昂扬的斗志，积极投 身于学院改革发展和中国式现代化建设的伟大实践，确保各项部署要求落到实处、取得实效，切实把学 习成果转化为推动学院高质量发展的强大动力和生动实践，为化工行业转型升级提供人才支撑与智力支 持。 近日，隶属于天津渤海化工集团有限责任公司的天津渤海职业技术学院党委召开理论学习中心组扩大会 议，专题学习贯彻党的二十届四中全会精神。学院党委书记魏炳举主持会议。 魏炳举指出，党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规 划的 ...

工信部相关负责人表示，此批试点实施周期为自名单公布之日起两年，各试点单位要及时完善试点实施 方案，按照方案扎实推进试点工作，确保如期实现试点目标;各地省级主管部门要加大对试点单位的政 策支持力度，及时总结工作进展和经验做法;试点期满后，工信部将组织开展评估评价。 据悉，此次试点工作旨在强化产业供需对接、活化创新主体动力、优化产业化服务保障，切实促成一批 国家重点研发计划成果转化为实实在在的生产力。 记者梳理发现，此次试点名单涉及高端功能与智能材料、先进结构与复合材料、新型显示与战略性电子 材料、稀土新材料、高性能制造技术与重大装备、智能传感器、工业软件等领域。其中，在高端功能与 智能材料名单中，巨化集团有限公司的液冷热管理材料制备成套技术、数据中心单相浸没式液冷解决方 案，华南理工大学的面向氢气高效分离的无机二维材料膜入列；在先进结构与复合材料名单中，北京科 技大学的大吨位碳纤维复合材料拉索在列。沈阳化工大学、中国科学院大连化学物理研究所、上海化工 研究院有限公司等入选产业化实施类试点单位名单。 中化新网讯 近日，工信部公布2025年度国家重点研发计划高新技术成果产业化试点名单，67个试点成 果、108个试点 ...