《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建议》提出，要全面实施"人工智能+"行 动，促进实体经济和数字经济深度融合。截至目前，已有超28个省份发布了地方性"十五五"规划建议。 记者梳理发现，各地在数据要素、人工智能(AI)前沿领域的部署规划虽有不同，但都将数智化工作置于 重要地位。 "AI+工业互联网"成新趋势 2025年，行业大模型成为制造业关注的新焦点。中控技术时间序列大模型、智能化工3.0大模型、氢界 专利大模型……仅在石化化工相关领域，就有数个行业头部大模型出现。 各地区对此也进行了相应的规划，如北京提出要依托国家智能算力枢纽建设，培育行业头部大模型，构 建高性能通用智能体；辽宁计划培育一批融合能源等行业数据集的AI大模型；江苏将构建石化化工等 特色优势产业行业大模型与专用小模型，推进"AI+制造"，梯度培育智能工厂；广东省则将大力推进"数 据集+算力+大模型"建设，创造人机协同、跨界融合、共创分享的智能经济新模式…… 然而业内专家也指出，面对危化品监管等专业性较强的问题，目前通用大模型的回答准确率仍然偏低， 现有的行业大模型培育效率也相对较低，需要政府牵头构建行业高质量数据集和完善的算 ...

Core Viewpoint - The successful development and operation of a 5,000-ton high-performance carbon fiber precursor production line by Jinggong Technology marks a significant advancement in the company's manufacturing capabilities and technology [1] Group 1: Production Line Details - The newly developed production line utilizes a self-researched one-step process technology, which significantly simplifies the production steps and shortens the process flow [1] - The polymerization reaction conversion rate exceeds 90%, with fewer side reactions and a uniform molecular weight distribution, laying a solid foundation for stable production of high-performance carbon fiber precursors [1] - The spinning process employs advanced dry-jet wet spinning and high-stretch steam technology, achieving high fiber density and spinning speeds of 200 to 400 meters per minute [1]

编者按2025年，在稳增长政策赋能、新质生产力培育及国产替代提速的多重驱动下，化工行业告别以往 普涨普跌的同质化走势，板块分化成为全年最鲜明的特征。生意社监测的数据显示，在314种主要化工 产品中，价格环比上升的商品共71种，涨幅前三的硫黄、硫酸、溴素分别上涨116.50%、111.86%、 64.84%；环比下降的商品共有236种，跌幅前三的产品R22、氢氧化钙、正丙醇分别下降49.22%、 42.86%、40.23%。 今日起推出《2025年化工产品涨跌榜》系列报道，以板块视角展开年度复盘，聚焦涨跌前列板块及品 种，梳理全年化工产品运行脉络，为研判后市化工市场走势提供参考。 苯乙烯：产业"上下两难"价格中枢下移 2025年，苯乙烯产业链步入深刻调整期，该板块年均跌幅为25%。自上游纯苯至下游丁苯橡胶，全链条 面临供应宽松格局，价格下行压力沿产业链自上而下传导，行业利润空间普遍承压。在产能持续释放而 终端需求增长放缓的背景下，产业链各环节价格中枢系统性下移，整体进入供需再平衡、探寻新运行区 间的阶段。行业竞争焦点正从规模扩张转向成本控制、运营效率及需求匹配，步入以结构调整与质量提 升为主的存量竞争新阶段。 ...

近期有市场分析人士表示，2026年东亚地区主要炼厂预计将持续增购美国轻质低硫原油。此举既为拓宽 原料供应渠道、分散地缘政治风险、增厚炼油利润，同时也旨在维系与美国政府的外交关系。 泰国、韩国的炼厂同样将采购美国原油作为战略举措，以此降低对重质含硫原油供应方的依赖。韩国蔚 山一家大型炼厂的原料经理表示："掺炼美国轻质低硫原油不仅能平抑重质含硫原油进口的价格波动风 险，还与企业拓宽原料渠道、提升整体炼油利润的目标相契合。"韩国国家石油公司数据显示，2025年 韩国预计将继续成为亚洲美国原油最大买家，全年采购量达1.36亿桶。泰国海关数据显示，该国是东南 亚地区美国原油进口量最大的国家，2025年前10个月美国西得克萨斯州米德兰原油日进口量达14.85万 桶，同比增幅高达31%。 选择美国原油的另一大原因是经济性。随着布伦特与迪拜原油期货价差大幅收窄，且美国西得克萨斯州 米德兰原油价格低于主流重质含硫原油，炼油利润与贸易经济效益正持续向采购美国轻质低硫原油的方 向倾斜。东亚地区炼厂原料经理与新加坡交易员均指出，尽管美国原油运距更长，但凭借其优异品质与 更高的中馏分油收率，性价比优势十分显著。 普氏资讯数据显示，20 ...

Core Viewpoint - The acquisition of Lubrizol's production facility and related R&D assets by Wodant Special Solutions significantly enhances its position in the oilfield chemicals market [1] Group 1: Acquisition Details - Wodant has completed the acquisition of Lubrizol's production base located in Eldorado, Texas, which includes a complementary portfolio of oilfield chemical products such as hydrogen sulfide scavengers, scale inhibitors, and corrosion inhibitors [1] - The transaction encompasses not only production facilities but also a mature R&D laboratory, advanced application testing capabilities, and pilot plant facilities [1] Group 2: Strategic Implications - The CEO of Wodant, Todd Nelmark, stated that this strategic acquisition marks an important step in building a differentiated, technology-driven product portfolio in the energy sector [1] - The acquired assets will be integrated into Wodant's energy services platform and will operate as part of its North American manufacturing and innovation network [1] - The company plans to retain key technical personnel at the facility and leverage its R&D infrastructure to support the development of existing and next-generation products [1]

Ghasha特许区是阿布扎比天然气综合开发计划的核心区域，其Hail和Ghasha气田预计到2050年总产量将 达日均18亿标准立方英尺。SARB项目的最终投资决定也为该区域进一步的许可与勘探活动奠定了基 础。 ADNOC上游首席执行官穆萨贝·卡比表示，该项目是全面开发阿布扎比优质天然气资源、支持阿联酋天 然气自给自足战略的一部分。该区域深层天然气储藏在4500米以下的高温高压岩层中，需采用特种钻井 与完井技术。项目将新建一座海上平台，并依托现有海底管网的剩余输送能力，以控制成本。平台将由 阿尔扎纳岛远程操控，体现了海上作业数字化发展趋势。 中化新网讯 1月7日，阿布扎比国家石油公司(ADNOC)宣布，已就SARB深层天然气开发项目作出最终 投资决定。该项目位于阿布扎比近海的Ghasha特许区，目标是从4口井中实现日均2亿标准立方英尺的天 然气产量，所产天然气将输送至达斯岛进行处理。 ...

Core Viewpoint - The company is committed to comprehensive business restructuring and innovation to enhance core competitiveness in response to challenging market conditions [1] Group 1: Business Restructuring - The company has submitted a comprehensive restructuring plan to the Korean Ministry of Industry, which includes the separation of its 1.1 million tons per year naphtha cracking facility and the integration of operations with a modern petrochemical facility producing 850,000 tons of ethylene [1] - The restructuring aims to optimize the layout of basic chemical production capacity [1] Group 2: Cash Flow Management - The company emphasizes the importance of strict cash flow management during the transformation period and plans to continuously review existing businesses [1] - The focus will be on expanding high-competitiveness and high-potential sectors while optimizing inefficient and non-differentiated businesses [1] Group 3: Future Outlook - The company aims to deepen collaboration in research, education, and international cooperation, leveraging technological advantages in low-carbon energy, semiconductors, artificial intelligence, automotive, and biotechnology to cultivate functional materials [1] - The goal is for environmentally friendly materials, including functional compounds, semiconductor process materials, green materials, functional copper foil, and hydrogen and ammonia energy materials, to account for over 60% of the business [1] - The company plans to restructure its mid-to-long-term R&D roadmap and build a collaborative cluster with universities, private enterprises, and global research institutions to strengthen its competitive advantage in materials [1]

Group 1 - The PTA industry chain is expected to face significant capacity pressure by 2026, with upstream supply tightening likely to keep paraxylene (PX) prices strong, while downstream PTA faces thin profits and overcapacity, making recovery unlikely in the short term [1] - In East Asia, PTA gross margins have dropped to 180-200 RMB/ton by mid-December 2025, compared to average margins of 280 RMB/ton in 2024 and 286 RMB/ton in 2023, compounded by weak regional consumption and ongoing trade negotiations with the US and EU [1] - Some end producers are passively accumulating inventory due to stalled orders, indicating a challenging market environment for PTA in East Asia [1] Group 2 - India is emerging as a key market, with domestic PTA capacity expansion expected to increase PX demand steadily by 2026, aided by the cancellation of previous quality control regulations that had created a dual-track market [2] - The GAIL company's 1.2 million tons/year PTA facility is anticipated to start production in March, providing local polyester yarn and PET resin producers with ample and affordable raw materials, potentially reducing import demand [2] - The supply-demand dynamics for PX are expected to tighten in 2026, as the rapid growth of PTA capacity in East Asia has outpaced that of PX, leading to a long-awaited turning point in the market [2] Group 3 - PTA and PX exporters are closely monitoring global tariff dynamics, as policy changes in 2025 significantly impacted global trade flows, with a notable 37% year-on-year decrease in US PX imports from January to September 2025, and a nearly 75% drop in PTA imports from Korea [3] - A potential new tariff agreement between the US and South Korea in 2026 could gradually restore related trade flows, which would also apply to other Asian countries [3] - The EU is set to rule on temporary anti-dumping duties in April 2026, with final measures expected in October, highlighting the importance of tariff impacts on the European market [3]

大阪有机化学表示，随着半导体行业持续向微缩化与高密度集成演进，对先进材料及稳定供应体系的需 求日益迫切。新工厂旨在显著提升公司产能，并推进其高纯度工艺技术，以抢占前沿半导体材料市场的 更大份额。公司此前已累计投入约80亿日元，通过建设中型实验室和运营新制造设施，强化了其在半导 体材料领域的研发与生产能力。新工厂建成后，将与金泽工厂形成双基地生产布局。这一战略不仅有助 于保障业务连续性，更能进一步巩固稳定的供应体系，直接响应了全球半导体产业链供应链安全与本地 化生产的迫切需求。 中化新网讯 近日，大阪有机化学工业株式会社宣布，将投资约100亿日元，在日本酒田厂区建设一座新 的半导体材料生产工厂，计划于2028年竣工。 ...

Core Viewpoint - Cabot has signed a multi-year supply agreement with PowerCo SE, a subsidiary of Volkswagen Group, to provide advanced conductive carbon black and conductive pastes for electric vehicle battery electrodes [1] Group 1: Agreement Details - The agreement includes the supply of high-performance conductive additives designed to enhance battery conductivity and efficiency, leading to higher energy density, faster charging capabilities, and longer cycle life for lithium-ion batteries [1] - Cabot's product portfolio also includes a wider range of conductive additives and pastes aimed at optimizing battery performance across various applications, including electric vehicles, energy storage systems, and consumer electronics [1] Group 2: Company Positioning - This collaboration positions Cabot as one of the leading suppliers of conductive materials in the European electric vehicle battery market, demonstrating the company's strength in technology development and large-scale production [1] - The partnership reflects the growing global demand for high-performance conductive agents, which Cabot is well-equipped to meet [1]