Core Insights - Anhui Wanwei High-tech Materials Co., Ltd. announced the establishment of Jiangsu Wanwei New Materials Co., Ltd. with an investment in a new project for producing 200,000 tons of ethylene-based functional polyvinyl alcohol (PVA) resin annually [2][3] - The total planned investment for the new production base in Binhai Coastal Industrial Park is approximately 10 billion RMB, covering an area of about 1,000 acres [2] - The project will be developed in two phases, with the first phase involving an investment of around 3.6 billion RMB for producing 360,000 tons/year of vinyl acetate and 200,000 tons/year of ethylene-based functional PVA resin [2][3] Company Summary - Wanwei High-tech will hold an 80% stake in Jiangsu Wanwei with an investment of 800 million RMB, while Binhai County Coastal Investment Development Co., Ltd. will hold a 20% stake with an investment of 200 million RMB [2] - The first phase of the project is expected to take 18 months to complete after obtaining the construction permit, with the second phase to commence after the first phase is operational [3] Industry Context - PVA, known for its excellent insulation, film-forming, gas barrier, and water-soluble properties, is widely used in various industries including food, pharmaceuticals, agriculture, and oil extraction [3] - China is the largest producer and exporter of PVA globally, with a production capacity of approximately 1.1 million tons and an expected export volume of 210,200 tons in 2024, marking a year-on-year increase of about 14.3% [3] - The investment in the new PVA production base aims to leverage China's coastal petrochemical ethylene and port resources, enhancing the competitive advantage of the ethylene-based PVA production route and supporting the company's transition towards high-end and green development [3]

万华化学8月19日公告，其福建工业园新建TDI二期装置(36万吨/年)已于近期建成投产，并产出合格产 品。 公告称，按照年度检修计划，公司烟台产业园30万吨/年TDI装置及相关配套装置将于8月19日开始陆续 停产检修，预计检修40天左右。 同时，万华化学还披露，子公司匈牙利宝思德化学公司MDI(40万吨/年)、TDI(25万吨/年)等一体化装置 及相关配套装置于7月23日开始陆续停产检修。截至目前，上述TDI装置的停产检修已经结束，恢复正 常生产；MDI装置待复产后另行公告。 万华化学全球最大的MDI和TDI供应商，截至2024年末，拥有TDI产能111万吨/年。随着福建工业园新建 TDI二期装置的投产，其TDI总产能进一步提升。 ...

今年以来，我国生物船用燃料加注领域热点频出。 "然而，最近几年全球第一大生物柴油消费市场欧盟对华出台多项措施，对产业形成了多重夹击。"冀星 表示，具体措施包括吊销部分中国企业的ISCC（国际可持续发展与碳认证）证书，开展反规避、反倾 销调查，以及征收反倾销税等。特别是今年2月，欧盟委员会对原产于中国的生物柴油作出反倾销肯定 性终裁，决定对涉案产品征收10.0%～35.6%的反倾销税，直接对出口市场造成冲击。 当出口之路受阻，大力拓展国内应用场景成为应对法则。冀星认为，开展生物船用燃料加注，将成为生 物柴油行业的重要"脱困"之策。 "欧盟的政策意图非常明显，就是制裁中国生物柴油、保护本土产业，鼓励中国出口原料。但去年生物 柴油主要原料（化学改性的动、植物或微生物油、脂等产品）出口退税取消后，生物柴油产业面临关税 制裁与原料高价出口的双重压力。这导致该行业投机现象频发、产品价格混乱，出口欧盟举步维 艰。"冀星说。 海关数据显示，2025年上半年我国酯基生物柴油总出口量为38.01万吨，同比大跌42.55%，市场份额收 缩明显。 船燃加注成"脱困"之策可带动年用量超360万吨 3月，上海港首次尝试为国际航行船舶加注 ...

中化新网讯 8月7日，上海低空产业材料创新发展专业委员会（简称专委会）首次成员大会举行。 据介绍，去年7月，上海市政府发布了《上海市低空经济产业高质量发展行动方案（2024—2027 年）》，提出到2027年核心产业规模达到500亿元以上。 图为会议现场。（主办方供图） 上海市经信委新材料处副处长金叶提出几点建议：一是要加快完成低空经济材料相关产业链图谱的梳 理，建立低空经济产业材料的生态系统；二是要利用低空经济材料领域发挥专业优势，梳理需求，做好 前期的项目筛选和评估；三是充分利用专委会平台，及时收集相关材料企业在政策层面遇到的困难与建 议，为精准优化政策供给提供依据；四是新材料协会要在专委会的基础上，更好地发挥新材料各专业协 同效应。 专委会首次成员大会一致通过了专委会章程；一致推举中国石化上海石油化工股份有限公司担任理事长 单位，并由该公司副总经理黄翔宇担任理事长。黄翔宇表示，作为理事长单位，在未来的专委会工作 中，将认真执行章程，发挥好专委会的平台作用，以上海市将金山打造为无人机基地为契机，推动低空 经济产业链的完善与市场的拓展，助力产业链上下游协同创新。 专委会秘书长王丽丽介绍说，未来专委会的重点工 ...

Core Viewpoint - The initiative aims to promote a fair, standardized, healthy, and sustainable development environment for the lithium-ion battery and energy storage industry, encouraging collaboration across the industry chain [1][2]. Group 1: Cost and Pricing Behavior - The initiative encourages market competition based on technology, service, reputation, and performance capability, advising companies to quote prices according to their operational status, cost assessments, and project risks to avoid irrational low-price behaviors [1][2]. - It emphasizes integrity, transparency, professionalism, and prudence in bidding activities, advocating for competition based on technical solutions, service capabilities, and lifecycle value [1]. Group 2: Product and Service Compliance - The initiative calls for enhanced safety technology management in critical areas such as thermal runaway, electrical faults, and fire protection for energy storage systems and battery products, ensuring compliance with national and industry standards [2]. - Companies are encouraged to establish robust quality management and traceability systems, ensuring that bid quotes align with performance capabilities and that contracts are strictly executed post-award [1]. Group 3: Technological Innovation and Green Development - The initiative promotes increased R&D investment focusing on core materials, system integration, and intelligent control, aiming for independent and large-scale application of advanced technologies [2]. - It encourages participation in the formulation of international, national, and industry standards to foster quality improvement and fair competition, while also addressing environmental requirements such as battery recycling and pollution control [2]. Group 4: Industry Collaboration - The initiative stresses the importance of strengthening collaboration among member units to maintain a stable operation of the industry chain, establishing a mechanism for information sharing, risk-sharing, and mutual benefits [2]. - Industry experts indicate that the initiative supports reasonable pricing and fair competition, which may lead to accelerated market clearing and technological iteration, potentially increasing market concentration and profitability for leading companies with cost and technological advantages [2].

中化新网讯 近日，中国化学（601117）所属中国天辰工程有限公司总承包的沙特沙比克PKN二甲基叔 丁基醚（MTBE）项目提前4天实现机械竣工。该项目是沙比克首个采用自有专利技术的项目，建成后 将成为全球单体规模最大的MTBE工厂。 项目实施过程中，项目团队直面设计、供货、施工、质量、安全管理等多重挑战，与业主、供应商、分 包商紧密协作，实时监控设计、采购和施工进度，严格把控现场安全与执行质量。项目采取了优化国际 运输路线和现场施工方案、提高管道和钢结构预制化比例、实施核心采购设备"包长制"及现场施工区 域"区长制"等多项举措，最终提前4天机械竣工。 MTBE与汽油的混溶性好、吸水少、环境污染小，因此可用作汽油添加剂，具有优良的抗爆性。MTBE 能改善汽油的冷起动特性和加速性能，对气阻没有不良影响。行车试验证明使用含10%MTBE的汽油能 使燃料消耗下降7%，并使废气中铅、一氧化碳特别是致癌多环芳烃的排放物的含量明显降低。 该项目于2022年11月正式签约，当年12月开工，主要对已有70万吨/年MTBE装置进行扩能改造，将其 产能提升至100万吨/年。改造后的装置在经济效益、环保性能和运行可靠性上显著提升，可 ...

Core Viewpoint - The successful installation of the first large equipment, the propylene tower, marks the commencement of major equipment installation for the coal deep processing project in Yulin, indicating significant progress in the project timeline [1] Group 1: Project Details - The propylene tower has a diameter of over 6 meters, a height of over 60 meters, and a total weight of more than 460 tons, making it a core component of the olefin separation device [1] - The installation utilized a 4000-ton crawler crane for the main lift and a 400-ton crawler crane for assistance, ensuring precise execution of lifting, rotating, and positioning [1] Group 2: Safety and Coordination - Prior to the lifting operation, a joint inspection was conducted by the owner, supervisor, and general contractor to identify potential hazards [1] - All personnel involved in the operation received safety technical briefings to clarify technical challenges and safety risks, ensuring a zero-hazard work environment [1] Group 3: Project Significance - The successful installation of the propylene tower is considered a significant milestone in the construction of the project, highlighting the project's advancement [1]

"此次交付的氢能重卡，是在天津港保税区的支持下，荣程新能与吉利远程、博世氢动力、天海、盟固 利（301487）等产业链企业协同创新成果的展现。这批氢能重卡在能耗优化、续航能力、场景适应性、 驾乘舒适性和安全保障等核心性能指标上实现突破。未来，我们将继续立足氢能产业解决方案集成商核 心定位，以场景为引领，持续推动氢燃料电池商用车技术升级与商业化应用进程。"荣程新能相关负责 人说。 截至目前，荣程新能累计投运氢燃料电池汽车860辆，累计投运加氢站12座，累计用氢4247吨，运输货 物5140万吨，行驶里程4563万千米。 天津港保税区新材料产业园发展局局长罗春雨介绍："这批氢能重卡产品的交付体现了保税区氢能核心 装备的持续进步和天津滨海新区产业协同的强劲动能。先进的装备产品与荣程新能领先的运营能力深度 融合，将为氢能运力'保税方案''天津样板'在全国范围继续扩大复制推广提供支撑。" 中化新网讯 8月8日，天津港（600717）保税区氢能示范产业园举行氢能重卡交车仪式，天津远程新能 源商用车有限公司向天津荣程新能科技集团有限公司（以下简称荣程新能）交付了59辆Fe6-200kW燃料 电池系统氢能重卡。 据了解，此次 ...

中化新网讯 近日，由中国化学（601117）所属东华工程科技股份有限公司（下称中国化学东华公司） 设计的乌兹别克斯坦塔什干20兆瓦绿氢项目成功产出99.99%纯度的氢气。该项目是中亚地区首个进入 正式实施阶段的绿氢项目。 该项目位于乌兹别克斯坦首都塔什干MAXAM化工厂内，是乌兹别克斯坦政府"绿色能源战略"的核心组 成部分，也是国际能源巨头ACWA Power公司在全球独立开发的首个绿氢项目。项目采用碱性电解水制 氢技术，共配置4台1000标准立方米/小时碱性电解槽及整流电源、控制系统、气液分离及纯化系统等， 设计最大产能为4000标准立方米/小时高纯氢气。项目建成后，每年可生产3000余吨绿氢，相较于之前 的灰氢生产模式，每年可减少约3万吨二氧化碳排放，为当地工业体系升级提供清洁、稳定的新型能源 解决方案。 自2023年10月项目启动以来，中国化学东华公司项目团队克服了设计标准复杂、交付物种类繁多、编码 系统特殊等多重挑战，于2024年12月高质量完成了详细工程设计工作。据悉，公司高度重视绿色氢基能 源产业发展，先后承接了50余个绿氢、绿氨和绿甲醇、SAF项目的咨询、工程设计和工程总承包业务， 积累了丰富的 ...

Core Viewpoint - The Chinese biodiesel industry is facing significant challenges due to EU policies, but the development of bio marine fuel bunkering presents a viable opportunity for growth and market expansion [1][2][4]. Industry Overview - China is a major biodiesel producer with an annual output exceeding 2 million tons, of which 90% is exported [2]. - The EU is the largest market for Chinese biodiesel, with approximately 180,000 tons exported to the EU in 2023, accounting for 90% of China's total biodiesel exports [2]. Challenges Faced - The biodiesel industry is experiencing a 40% drop in export volume in the first half of 2025, with total exports at 380,100 tons [3]. - The EU has implemented multiple measures against Chinese biodiesel, including the revocation of ISCC certifications and anti-dumping duties ranging from 10% to 35.6%, severely impacting export opportunities [2]. Opportunities in Bio Marine Fuel - The bio marine fuel bunkering market is emerging as a critical strategy for the biodiesel industry to overcome export challenges, with potential annual usage exceeding 3.6 million tons [4][6]. - The demand for bio marine fuel is increasing due to the shipping industry's decarbonization pressures, with significant growth in sales at major ports like Singapore and Rotterdam [4]. Strategic Recommendations - Promoting bio marine fuel bunkering aligns with low-carbon development trends and can help circumvent EU tariffs [5]. - Establishing a domestic carbon accounting and certification system for bio marine fuel can enhance China's position in international trade [6]. - The industry should transition from an export-dependent model to a dual circulation strategy, focusing on innovation and high-quality development [7].