Core Insights - Hubei Shuanghuan Technology Co., Ltd. has signed a strategic cooperation agreement with Shenzhen Liangjian Sodium Battery Technology Co., Ltd. to collaborate on the research and development of sodium-ion battery cathode materials and market application expansion [1] Company Summary - Shenzhen Liangjian Sodium Battery Technology covers key aspects of the sodium-ion battery supply chain, including raw materials, cells, and battery modules, and has established a complete industrial chain with domestic and international customer resources in sectors such as two-wheeled vehicles, start-stop power sources, and energy storage [1] - Hubei Shuanghuan Technology is recognized as a representative enterprise in the integration of chemical and new energy development, possessing significant advantages in resource integration and industrial synergy [1] Industry Summary - The cooperation aims to accelerate the marketization and large-scale application of sodium-ion battery technology, contributing to the national "dual carbon" goals [1] - The establishment of this strategic partnership signifies the intention to create an efficient collaborative mechanism to seize development opportunities in the sodium battery industry and support the high-quality development of the new energy sector [1]

Core Insights - The project by China Chemical Engineering Third Construction Co., Ltd. marks the construction of the world's first 10,000-ton FDCA production line, indicating a significant advancement in biobased materials [1] Investment and Financials - The total planned investment for the project is approximately 1 billion yuan, with the first phase investment being 400 million yuan [1] - Upon reaching full production, the annual output of FDCA is expected to be 15,000 tons, generating an estimated annual revenue exceeding 1 billion yuan [1] Project Details - The project will cover an area of 85 acres and is scheduled to commence production by the end of 2025 [1] - The production process will utilize a fully continuous chemical process, employing glucose and non-food biomass as raw materials, showcasing innovation in catalyst systems and reaction equipment [1]

Core Insights - The event marked the 80th anniversary of the Food and Agriculture Organization (FAO) and showcased China's advancements in slow-release fertilizer technology through the Jinzhengdai Group [1][10] - Jinzhengdai Group has transitioned from a domestic focus to a global presence, establishing itself as a leader in slow-release fertilizer technology, with a production capacity exceeding 7 million tons annually [10][15] - The company emphasizes its commitment to sustainable agriculture and food security, with its products improving crop yields by 15% to 20% compared to traditional fertilizers [13][19] Group 1: Event Overview - The FAO's first global exhibition "From Good Seeds to Good Food" featured 260 exhibitors from 147 countries, highlighting global efforts to combat hunger [1] - The exhibition included a demonstration of Jinzhengdai's slow-release fertilizer technology, which has gained international recognition [10][15] Group 2: Jinzhengdai Group's Achievements - Jinzhengdai Group has developed a comprehensive agricultural solution that integrates technology and services, contributing to global agricultural transformation [5][17] - The company has established the world's largest production base for slow-release fertilizers and holds nearly half of the global patents in this field [10][19] Group 3: Global Expansion and Collaborations - Jinzhengdai has opened its first overseas slow-release fertilizer factory in the Netherlands, marking its entry into the European market [15] - The company is collaborating with international partners, such as in Lesotho, to tailor solutions for local agricultural challenges [16][19] Group 4: Technological Innovations - Jinzhengdai's slow-release fertilizers utilize biodegradable coatings that allow for controlled nutrient release, minimizing environmental impact [9][19] - The company plans to enhance its product offerings by focusing on green, smart, and multifunctional fertilizers to meet diverse agricultural needs globally [19][20]

图为装置现场。(企业供图) 中化新网讯 10月26日，中国石油广西石化公司(以下简称广西石化)120万吨/年乙烯装置正式投料，于10 月27日凌晨产出合格产品，标志着该装置一次开车成功，将推动形成西南地区"龙头带动、集群发展"的 石化产业新生态。 广西石化相关负责人表示，这一关键节点标志着该公司彻底完成从"燃料型"炼厂向"化工产品及有机材 料型"炼化一体化企业的根本性跨越，也为西南地区石化产业形成"龙头带动、集群发展"的产业新生态 升级按下"加速键"。 据介绍，该装置由寰球工程有限公司总承包，采用中国石油自主知识产权的大型乙烯成套工艺技术，每 年可生产聚合级乙烯120万吨、聚合级丙烯61.6万吨、加氢汽油40万吨、苯乙烯3.5万吨，并副产氢气、 裂解碳五、碳九及裂解燃油等20多种化工原料、产品和半成品。该装置投产后，可推动广西石化每年减 少油品产量349万吨、增产化工品306万吨，其中高端膜料、管材料等产品将直接填补国内供给缺口，缓 解我国石化产业"油多化少、高端不足"的结构性矛盾。 ...

Core Insights - Honeywell hosted the "Carbon 'Cycle' New Power - Fourth Honeywell Green Development Summit" in Beijing, focusing on green low-carbon transformation and strategic cooperation in green hydrogen and sustainable aviation fuel [1][3] - The summit emphasized the need for systemic solutions to achieve carbon neutrality goals, highlighting the importance of collaboration across the entire ecological chain to overcome green development bottlenecks [1][3] Strategic Collaborations - Honeywell established a strategic partnership with Shanghai Zhouyu New Energy Co., Ltd. to research the compatibility of green hydrogen catalyst coating membrane (CCM) technology with anion exchange membrane (AEM) electrolyzers, aiming to accelerate the large-scale application of AEM technology for green hydrogen production [3] - A strategic cooperation was also formed with Zhongke Yikang Energy Technology (Dalian) Co., Ltd. to advance a 100,000-ton ethanol-to-sustainable aviation fuel project located in Zhoushan, Zhejiang [3] Industry Contributions - Over the past four years, Honeywell has released multiple industry white papers and introduced various innovative technologies and solutions, including sustainable aviation fuel, green hydrogen catalyst coating membranes, and environmentally friendly refrigerants [3] - The Honeywell Green Development Summit has become a significant platform for technology cooperation and value co-creation with Chinese partners, reflecting the urgent demand for systematic, full-chain low-carbon solutions across various sectors in China [3]

配额渐向大型企业和省级重点项目集中，或加速地炼企业整合重组 从炼油成本方面看，燃料油消费税抵扣比例从全额抵扣降至50%～80%，使得地炼企业的原料成本大幅 增加。对于部分以燃料油、稀释沥青为主要原料且应税产品占比较低的中小炼厂，成本可能会增加200 元～600元/吨。2026年中小地炼企业若需额外采购燃料油补充原料，则会进一步加重成本负担。"因 此，呼吁取消燃料油消费税按比例抵扣的政策，给地炼企业进口燃料油更为宽松的空间，以期地炼企业 能够获得更多成本低廉的原料，节省更多的外汇支出，降低国家的能源成本。"张留成说。 从行业格局方面分析，进口配额分配叠加燃料油消费税抵扣将使得地炼企业分化加剧，大型炼厂凭借充 足配额和较低成本优势，占据有利竞争地位，而中小炼厂生存空间或因此受限，从而加速行业整合与洗 牌。 中化新网讯 10月21日，商务部公布了2026年原油非国营贸易进口允许量总量，为25700万吨。"该数据 与2025年持平，较2024年的2.43亿吨有所增加。配额分配逐渐向大型企业和省级重点项目集中，使得中 小地方炼油企业的配额会逐渐减少，从而加速地炼行业整合与洗牌。"山东省高端化工产业发展促进会 秘书长张留 ...

Core Insights - Cangge Mining reported a revenue of 2.401 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 3.35% [1] - The net profit attributable to shareholders reached 2.75 billion yuan, showing a significant year-on-year increase of 47.26% [1] - In Q3 alone, the company achieved a revenue of 723 million yuan, which is a 28.71% increase compared to the same period last year, and a net profit of 950 million yuan, up by 66.49% year-on-year [1] Financial Performance - The investment income from the associated company, Julong Copper Industry, significantly contributed to Cangge Mining's performance, with a copper production of 142,500 tons and sales of 142,400 tons this year [1] - Julong Copper Industry generated a revenue of 11.821 billion yuan and a net profit of 6.421 billion yuan [1] - Cangge Mining received an investment income of 1.95 billion yuan from Julong Copper, accounting for 70.89% of its net profit attributable to shareholders from the beginning of the year to the reporting period [1]

中化新网讯 近日，祥云股份全资子公司——湖北云华安化工有限公司生产的液体无水氨产品，被上海 化工检测有限公司专家组评定为"工业级"和"优等品"。这标志着祥云股份在产品质量、工艺控制、关键 指标及行业标准践行等方面达到了新高度，印证了云华安公司从原料采购、生产工艺到出厂检验全流程 的精益化管理成效。 检验结果显示，云华安公司的液氨产品含量为99.9%，达到优级品标准。综合文件符合性、过程受控性 及检验数据，专家组认为云华安公司质量保证能力持续稳定，产品与相关标准一致性良好，推荐一次性 通过。 此次液体无水氨产品获评"工业级"和"优等品"，将进一步增强客户对云华安产品的信任度，提升企业的 市场竞争力，更有助于推动企业各类产品的高标准化贯彻执行，提高产品的整体质量水平，为能源、化 工、环保等下游产业，提供高品质的产品保障。 ...

Cefic特别指出，高昂气价对化工行业产生三重冲击：作为直接能源、生产原料以及电力市场价格基 准。该协会解释称："天然气既是化工行业的热力来源，也是关键工艺原料。替代方案复杂且成本高 昂，可用替代品有限。尽管行业持续提升能源效率，仍无法解决长期高能源成本带来的根本性问题。" Cefic指出，化工行业是欧盟最大的天然气和电力工业消费领域。Cefic建议，欧盟应通过以下措施实现 目标：利用国家援助框架临时减免税收和网络费用;增加本土天然气供应;减少天然气市场的供应与规划 不确定性;推动天然气供应多元化以降低成本并提升竞争力。 数据显示，过去一年欧盟天然气价格约为美国的4倍。Cefic强调说："这不仅推高电价，还使欧盟对液 化天然气(LNG)依赖度增加，导致能源市场结构性成本上升。其后果是工厂关闭、投资缩减，以及欧洲 去工业化风险加剧。" 中化新网讯 10月23日，欧洲化学工业委员会(Cefic)发表声明，提出四项关键政策建议以降低欧盟天然 气成本，旨在恢复欧洲化工行业竞争力并保障其未来。 ...

2050年后化石燃料仍占近半能源消费 麦肯锡警告："关键替代燃料在2040年前难以大规模应用。"成本问题意味着绿色氢等可持续燃料短期内 难与传统燃料竞争。报告承认，在地缘政治动荡和新兴低碳技术缺乏竞争力背景下，能源安全与可靠性 已优先于可持续性。这一观点使石油输出国组织(OPEC)持续投资油气的呼吁较往年更具现实意义。数 年前，国际能源署(IEA)等机构曾忽视主要产油国增加石油投资的呼吁，寄望以净零目标主导能源政策 而非可负担性、安全性及可靠性。 《麦肯锡2025全球能源展望》报告显示，在能源系统三大优先事项—可负担性、可靠性和可持续性中， 新低碳技术因缺乏成本竞争力和可融资性而难以大规模应用。麦肯锡在报告中强调："首先，成本竞争 力和经济务实性能源转型仍至关重要；其次，脱碳没有万能解决方案。不同国家和地区将根据当地经济 条件、资源禀赋和行业实际情况采取差异化路径。"这份报告的发布正值国际能源署(IEA)等机构多年倡 导快速能源转型以实现减排、并预测石油需求将于2030年见顶之际。麦肯锡指出："地缘政治不确定 性、政策转变及电力需求增长正在重塑能源格局。"这些因素将导致化石燃料使用期延长至2050年后。 报告 ...