西气东输三线按照东段、中段、西段分期建设投产，其中西段霍尔果斯至中卫段于2014年投产，东段吉 安至福州段于2016年投产，气源为中亚国家和我国西部地区的清洁能源，联通国家骨干天然气管网，对 提升国际油气资源配置效率、保障开放条件下的能源安全、共建新时代绿色能源丝绸之路具有重大战略 意义。 中化新网讯 从国家管网集团传出信息，近日，国家"十四五"石油天然气发展规划重点项目西气东输三 线中段(中卫—吉安)天然气管道(下称西气东输三线中段)中卫至枣阳段工程正式投产通气，与西气东输 管道系统连通，有效推动天然气市场辐射至长三角、珠三角、环渤海和川渝地区，对优化我国能源输送 结构、促进区域经济发展具有重要意义。 西气东输三线中段中卫至枣阳段是天然气"全国一张网"的关键连通管道，全长1235千米，途经宁夏、甘 肃、陕西、河南、湖北共5个省(自治区)。管道与西气东输一线、二线共同构成横贯东西的能源走廊， 串联起西北油气战略枢纽与华中地区管道系统，有效疏解西气东输一线、二线高负荷运行的现状，打通 了西部油气田增产外输通道，进一步满足我国中东部天然气消费市场需求。 ...

近日，西南气头化肥企业向《中国化工报》记者表示，目前作为其原料的天然气价格已达2.29元/立方 米，下个月就要到供暖季，按惯例气价还要进一步上涨，但尿素市场价格则已跌至1500元/吨。企业已 经难以继续运行，减停产将成为现实。 目前西南地区共有100余家气头化工企业，每年用气近100亿立方米。2024年，云贵川渝尿素产能约830 万吨。 相关企业告诉记者，肥企现在的情况是各家都有较高库存，尿素市场价格则已经跌破1600元/吨，降到 了1500元/吨。而企业的原料和公用辅料以及动力的成本就要超过1500元/吨，所以目前边际贡献全无。 为此，西南各肥企不得不陆续减产停产。因为在产品售价低于物耗成本的情况下，开得越多亏得越多。 对此，相关企业再次呼吁，西南气头化肥企业是春耕保供的重要力量;气头化工企业还是西南工业体系 的重要基础和支撑，既有战略价值，又有现实需求。希望国家对相关企业的生存发展多加关注，优化天 然气定价机制，使西南天然气化工产业链实现可持续发展。 "下个月将进入冬季供暖。在每年11月15日到第二年3月15日的冬季供暖季节，按惯例天然气价格都是要 上涨的。所以在这样的情况下，如果没有其他变化的话，我们1 ...

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, announced a $9.7 billion cash acquisition of Occidental Petroleum's chemical subsidiary, OxyChem, expected to close in Q4 2023 [1] Group 1: Acquisition Details - OxyChem is one of North America's largest producers of chlor-alkali and polyvinyl chloride, with projected earnings of $1.1 billion and sales of $4.9 billion in 2024 [1] - Berkshire has been a significant investor in Occidental Petroleum since 2019, currently holding approximately 28% of its shares, making it the largest shareholder [1] Group 2: Financial Implications - Occidental Petroleum plans to use $6.5 billion from the transaction to reduce its debt, aiming to lower its debt to below $15 billion [1] - As of the end of 2024, Occidental is projected to have approximately $24 billion in debt and has announced a nearly $4 billion asset divestiture plan for the first half of 2025 [1] Group 3: Strategic Moves - This acquisition marks Buffett's second significant investment in the chemical sector, following a nearly $10 billion acquisition of specialty chemicals producer Lubrizol in 2011 [1]

市值是上市公司股票的市场总价值，反映了投资者对企业未来发展的综合预期。市值管理则是通过战略 规划、投资者沟通、资本运作等手段，提升企业市场价值并减少估值波动，是上市公司治理的重要方 面。因此，做好市值管理回应各方关切，具有十分重要的意义。 根据中国上市公司协会的数据，截至2025年6月末，中国A股上市公司超5400家，总市值突破百万亿 元，化工板块上市公司超410家，市值规模超过5.6万亿元，具备一定的规模和水平。 投资者在配置化工行业投资组合时，最应关注该类标的在低碳技术、碳排放管理、安全治理、供应链责 任等核心ESG议题上的表现。其中，在"双碳"背景下，化工行业作为能源消耗与排放密集型的典型代 表，低碳技术议题是海内外ESG评级机构、投资者关注的焦点，化工企业在低碳技术方面的举措与成果 直接关乎资本市场对其未来发展的预期，该议题也成为化工企业市值管理的命脉所系。通过大量的案例 研究，可以发现，不同市值规模、不同发展阶段、不同产业链及处在产业链上不同位置的企业，在低碳 技术方面呈现出差异化路径选择。 那么化工企业如何在低碳技术上开展差异化实践呢？对于市值规模较小、处于发展初期，且尚未形成技 术壁垒，对产品或 ...

Core Viewpoint - The titanium dioxide market is experiencing a collective price increase, driven by rising production costs, environmental regulations, and recovering demand, with major producers leading the charge [1][2][3] Group 1: Price Increases - Longyuan Group announced a price increase of 300 RMB/ton for domestic titanium dioxide and 40 USD/ton for international markets, marking the fifth collective price hike of the year [1] - Over 20 companies have followed suit, raising prices by similar amounts, indicating a strong market trend [1] - As of October 10, the ex-factory prices for titanium dioxide are reported at 12,800-13,300 RMB/ton for rutile and 11,800-12,200 RMB/ton for anatase [1] Group 2: Cost Factors - Rising raw material costs, particularly for titanium ore and sulfuric acid, are significantly impacting production expenses, necessitating price increases to maintain profit margins [2] - Sulfuric acid prices have surged, with a 41.7% increase since the beginning of the year, further straining production costs [2] Group 3: Supply and Demand Dynamics - Environmental regulations are tightening, leading to reduced production capacity among smaller firms unable to meet standards, while larger firms are investing more to comply [2][3] - The traditional consumption peak in September and October is expected to boost demand, with inventory levels decreasing and supporting price stability [2] Group 4: Market Sentiment and Future Outlook - The collective price increase has bolstered market confidence, with leading companies setting a positive tone for future price expectations [3] - Analysts predict that despite current cost pressures, prices are likely to remain stable in October, with potential for slight increases due to ongoing demand and existing orders [3] - The high concentration of the titanium dioxide industry allows leading firms to maintain pricing power, especially as demand for high-end products grows [3]

Core Viewpoint - The "Work Plan" for the petrochemical industry aims to stabilize growth and facilitate transformation, aligning with national economic strategies and addressing current challenges in the sector [1][2][3] Group 1: Industry Context and Challenges - The petrochemical industry is a foundational sector with significant economic volume and high industrial interconnectivity, crucial for supply chain stability and economic performance [2][3] - The industry has faced declining profit levels for three consecutive years, with a projected profit drop of 8.8% in 2024 compared to the previous year, alongside a decrease in import and export totals [2][4] - The shift from a growth-driven model focused on capacity expansion to one emphasizing efficiency and transformation is necessary due to intensified competition and reduced profitability [4][6] Group 2: Objectives and Measures of the Work Plan - The "Work Plan" emphasizes quality and efficiency, aiming for economic stabilization and recovery, with a focus on enhancing high-end supply and addressing structural weaknesses [3][4] - Key measures include scientific regulation of major project construction, controlling new refining capacity, and preventing overcapacity risks in coal-to-methanol production [4][6] Group 3: Innovation and Technological Advancement - The plan promotes the establishment of standardized management for pilot projects to enhance innovation and streamline approval processes, thereby facilitating the commercialization of research outcomes [5][6] - Specific initiatives include bundling approval processes for pilot projects and simplifying environmental assessments for projects that only change raw materials and products [5][6] Group 4: Safety and Environmental Upgrades - Upgrading existing facilities and production systems is crucial for cost reduction and enhancing safety and environmental standards, with significant potential for improvement in older installations [6][7] - The plan outlines actions for the safe upgrade of outdated facilities and encourages digital and green transformations within the industry [6][7] Group 5: Standardization and Regulatory Framework - The industry faces a growing need for a robust standardization framework to support production and governance, particularly in light of new materials and low-carbon initiatives [7][8] - The "Work Plan" sets forth requirements for developing standards related to pollution reduction, carbon footprint assessment, and digital transformation maturity [7][8]

金秋时节，陕西榆能精细化工材料有限公司抢抓项目建设的黄金季节拉满"进度条"，加快100万吨/年高 端化学品新材料项目建设。截至目前全场一级地管、主装置桩基等地下工程已结束，全力推进土建工程 施工。 榆能100万吨/年高端化学品新材料项目位于榆神工业区，占地面积1500亩，概算总投资103.15亿元。建 设内容主要包括40万吨/年DMTA装置、20万吨/年环氧乙烷装置、20万吨/年聚醚减水剂大单体装置、10 万吨/年环氧丙烷装置、26万吨/年双氧水装置、8万吨/年丙烯酸装置、12万吨/年丙烯酸丁酯装置、40万 吨/年丙烯酸酯乳液装置、40万吨/年聚羧酸减水剂装置及配套的公辅设施等。 榆能精细化工材料有限公司总工程师任国瑜告诉记者，陕北冬季有效施工期较短，为在冬季来临前确保 土建工程完工，该公司5个项目部按5个矩阵加强"三管三控一协调"管理，即管进度、管质量、管安全， 控成本、控风险、控合同以及现场协调。同时创新采用业主主导的联合管理团队(IPMT)机制，聘请施 工经验丰富的第三方专业项目管理机构(中石化四公司)进行全过程管理，要求各施工单位每个工序都实 行"首件样板工程"，按照A类、B类和C类分级管控，既确保工 ...

随着又轻又薄眼镜材料的升级，以及发展固态电池对硫化锂的需求，硫化氢利用将从初级应用，转向有机硫化学品-硫基新材料，形成硫化氢-有机硫化学 品-硫基新材料产业链。 预计2025年全球硫化锂需求量将攀升至1.5万吨，其中国内需求就高达1.2万吨，同比增长惊人地达到300%。到2030年，全球市场规模甚至有望突破1300亿 元人民币。 首届聚硫氨酯-聚硫醚产业链大会 以硫化氢为起点，可以生产硫脲、硫氢化钠、巯基乙醇、巯基丙酸等有机硫化学品，通过产业链延伸，开发生产2,3-二硫代(2-巯基)-1-丙烷硫醇、2-2-二巯 甲基-1-3-丙二硫醇、四(3-巯基丙酸)季戊四醇、双（2,3-环硫丙基）硫醚等多硫醇-环硫醚高性能硫基新材料产品。 多硫醇可以应用于光伏硅棒切割胶、光刻胶抗氧化剂、电子灌封胶、光学元件等领域。 环硫醚具备耐高温特性，可以用于电子与医疗领域的光学涂层、精密光学元件的表面处理。 硫化氢中和法生产固态电池关键材料硫化锂，具有纯度高、适合大规模量产的优点，目前是保证硫化锂高纯度+低成本，最具潜力的路线。高折射硫基光 学材料搭建起了与硫化锂多联产的产业链框架，多联产成为硫化锂发展方向。硫化锂技术竞争到一定阶段 ...

Core Viewpoint - Dow's polyurethane division plans to close its 55,000 tons/year polyol plant in Terneuzen, Belgium by the end of Q1 2026 due to high local operating costs and a burdensome regulatory environment [1] Group 1: Strategic Decisions - The decision to close the Terneuzen plant is part of Dow's ongoing European asset strategy assessment initiated last year, focusing on the capacity layout of its polyurethane business [1] - Dow's spokesperson emphasized the company's ability to maintain its existing product supply, indicating that the closure is not expected to negatively impact customers or related markets [1] Group 2: Market and Operational Efficiency - The closure is aimed at adjusting regional capacity to market demand, eliminating high-cost assets, enhancing cost efficiency, and ensuring long-term competitiveness, aligning with the company's ongoing development goals [1] - CEO Jim Fitterling noted that challenges from the European regulatory environment are increasing, prompting a review of the competitiveness of several European assets, particularly those related to the polyurethane business [1] Group 3: Recent Developments - In July, Dow's board approved the closure of three chemical plants in Europe, including a steam cracker in Borken, Germany, a chlor-alkali/ethylene asset in Schkopau, Germany, and a siloxane plant in Barry, UK [1] - Polyols typically react with isocyanates to produce polyurethanes, which are used in various products such as mattresses, appliance foam insulation, automotive seats, elastic shoe soles, fibers, and adhesives [1]

Core Insights - The company has achieved significant cost savings through self-developed technology and optimization of the distillation process, with an expected annual steam cost reduction of nearly 10 million yuan [1] - The distillation unit's steam consumption has decreased by 8.8% compared to the same period last year due to innovative removal technology and precise parameter adjustments [1] Group 1: Technological Innovations - The technical team identified trace ester alcohol impurities as the core factor leading to reduced separation efficiency and high steam consumption [1] - A key parameter database for the distillation system was established to quantify the energy consumption patterns of impurities [1] - A new extraction agent purification scheme was developed, resulting in a 75% average reduction in the content of ester alcohol impurities in the distillation system [1] Group 2: Operational Efficiency - The successful reduction of energy consumption demonstrates that cost reduction can be achieved not only through large-scale technological upgrades but also through a deep understanding of processes and precise control of key factors [1] - The dynamic optimization of temperature settings related to the extraction agent has significantly improved the separation efficiency of the distillation system [1]