Core Insights - Anhui Haoyuan Chemical Group Co., Ltd. has transformed from a traditional coal chemical enterprise to a fine chemical and new materials company, with revenue increasing from 3.397 billion yuan in 2016 to 20.16 billion yuan in 2025, and profit rising from 169 million yuan to 1.36 billion yuan, significantly outpacing industry averages [1] Group 1 - The company has completed a significant transformation over nine years, moving from a single fertilizer production focus to a diversified high-end chemical product range [1] - The relocation of the company from an urban area to a new industrial park was driven by increasing environmental pressures and safety concerns, which had previously hindered growth [1] - The "retreat from the city to the park" initiative was supported by government policies, allowing the company to upgrade its production capabilities and focus on quality and efficiency [1][2] Group 2 - The new facility features smart production systems that enhance operational efficiency and management, integrating multiple intelligent platforms for real-time monitoring [2] - The company has invested over 18 billion yuan in developing new chemical materials and high-end chemical products, achieving significant milestones such as becoming the largest producer of morpholine in Asia and filling domestic gaps in products like diethylene glycol amine [2] - Environmental sustainability is a key focus, with projects aimed at zero wastewater discharge and high resource utilization rates, showcasing the company's commitment to green transformation [2] Group 3 - The company aims to build an ecosystem for the new materials industry and is positioned for further revenue growth from its new development stage [3]

Group 1 - The RCEP has provided continuous policy dividends over the past four years, injecting new development momentum into China's petrochemical industry and promoting a transition from scale expansion to quality improvement [1] - From January to November 2025, the trade volume of oil and chemical products between China and other RCEP countries reached $239.3 billion, with imports at $140.7 billion and exports at $98.6 billion [1] - The petrochemical trade volume within the RCEP region reached $292.8 billion in 2022, accounting for 27.8% of China's total petrochemical foreign trade, and increased to 28.3% in 2024 [1] Group 2 - China, as the world's largest energy consumer, relies heavily on imports, with RCEP countries like Australia and ASEAN nations being significant energy suppliers [2] - Over 80% of China's imports from RCEP countries consist of energy resources and high-end chemicals [2] - The number of RCEP origin certificates declared by companies like Bettery New Materials Group increased to 207 in 2025, with a total value of 370 million yuan, resulting in a tax reduction of approximately 7.3 million yuan [2] Group 3 - The lithium battery sector exemplifies the integration of regional production networks, with China's exports of lithium battery products to ASEAN rising from $3.505 billion in 2021 to $5.511 billion in 2024, reflecting an annual growth rate of 16.28% [3] - In the first eleven months of 2025, the export value reached a record high of $6.828 billion, showcasing the collaborative effects of the regional production network [3] - The issuance of RCEP origin certificates by Hangzhou Customs increased from 52,800 in 2022 to 87,100 in the first eleven months of 2025, benefiting industries like plastics and chemicals [3] Group 4 - Experts suggest that China should leverage RCEP as a strategic pivot to optimize energy layout and export structure, deepen regional technological cooperation, and enhance the resilience and competitiveness of the regional industrial chain [4]

Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imports of dichlorodihydrosilane originating from Japan, following a formal application from Tangshan Sanfu Electronic Materials Co., Ltd. [1] Group 1: Investigation Details - The anti-dumping investigation application was submitted on December 8, 2025, by Tangshan Sanfu Electronic Materials Co., Ltd. [1] - The investigation will officially commence on January 7, 2026, and will cover the dumping investigation period from July 1, 2024, to June 30, 2025 [1] - The injury investigation period will span from January 1, 2022, to June 30, 2025 [1] Group 2: Regulatory Framework - The Ministry of Commerce conducted a review based on the relevant provisions of the Anti-Dumping Regulations of the People's Republic of China [1] - The review assessed the qualifications of the applicant, the situation of the product under investigation, the impact on the domestic industry, and the conditions in the exporting country [1]

苏东提出具体举措，即成立化工产业八省联盟，建设化工高端装备研发基地，积极开拓化工产品应用新 场景，大力发展循环经济，壮大河南化工的"朋友圈"。 中化新网讯 上周在郑州召开的河南省工业和信息化工作会议明确，"十五五"期间，河南省将做好改造 升级"老字号"、深度开发"原字号"、培育壮大"新字号"、精准拓展"外字号""四篇文章"，实施产业创 新、链群提质、"三化"转型、雁阵培育、场景拓展、开放带动六大工程。河南省石油和化学工业协会常 务副会长苏东表示，"十五五"，河南省化工产业要深度参与"四篇文章"和六大工程，并积极做好相关工 作。 苏东表示，围绕会议提出的"六大工程"，在产业创新工程中，全省化工行业要针对核心材料、关键工艺 等开展攻关，力争"十五五"期间突破相关领域关键技术产品；在链群培育工程中，要完善化工产业链培 育机制，补齐产业链短板，推动化工产业集群化发展；在智能化绿色化融合化转型工程中，要推动化工 企业开展智能化改造，建设绿色工厂、超级能效工厂；在企业培育工程中，支持化工领域专精特新企 业、单项冠军企业发展壮大；在场景拓展工程中，要深入挖掘化工新材料在新能源、高端装备等领域的 应用场景，推动产学研用深度融 ...

中化新网讯 近日，鄂西地区页岩气调查取得重要进展。自然资源部中国地质调查局联合湖北省地质局 等单位，通过统筹部署与协同攻关，聚焦鄂西恩施二叠系页岩层系，成功实现工业气流突破。 在湖北恩施地区，鄂恩页2HF井水平井在二叠系大隆组压裂试气，获得日产气5.06万立方米，拓展了大 隆组的调查新层系;鹤峰地区鄂鹤页3井直井压裂试气，在二叠系栖霞组获得日产气1.07万立方米，开拓 了非常规气新层系新类型，实现了页岩气勘探从四川盆地向鄂西地区的有效拓展。 该成果进一步丰富和完善了复杂构造区海相非常规气成藏理论，建立了"源储一体、构造保存控藏、裂 缝—孔隙定富"的泥灰岩气成藏模式，对同类地区勘探具有重要科学指导价值。此外，针对常压页岩气 压裂液返排难题，项目组创新形成了"电潜泵+气举+泡排复合管串排采+智能化监测"试气返排工艺，并 在鄂恩页2HF井成功实现高效返排，为常压页岩气经济有效开发提供了关键技术支撑。 目前，项目已优选二叠系大隆组页岩气有利区1个、栖霞组泥灰岩气有利区1个，提交恩施东页岩气勘查 区块建议1个，新增页岩气地质资源量1329.5亿立方米，进一步夯实鄂西页岩气资源接续基地的资源基 础。 ...

Group 1 - The core message emphasizes the importance of the 20th Central Committee's Fourth Plenary Session in guiding the company's strategic planning for the 14th and 15th Five-Year Plans, particularly in achieving significant progress towards socialist modernization [1] - The company aims to focus on its core business and develop a competitive and innovative green low-carbon chemical new materials industry cluster [2] - There is a commitment to enhance the company's risk resistance capabilities through measures that strengthen the supply chain and improve technological and talent support for high-quality development [2] Group 2 - The company plans to actively develop productive service industries to drive overall industrial growth [2] - There is an intention to explore the best pathways for modern agricultural comprehensive service providers, transforming the integrated circular economy model into new opportunities for business development [2] - The company will conduct in-depth research on the industrial layout in the southern Xinjiang region to contribute significantly to local economic and social development [2]

Core Viewpoint - The Shanghai Municipal Government has released a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing, aiming to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600, and to drive the addition of 500 industrial enterprises above designated size in the industrial chain [1][2]. Group 1: Action Plans - The action plan includes four major actions: structural optimization and upgrading, innovation-driven foundational support, quality and efficiency enhancement, and resource and factor support [1][2]. Group 2: Structural Optimization and Upgrading - The first action focuses on optimizing and enhancing traditional advantageous industries, promoting the petrochemical sector to shift from oil to chemical products, and accelerating the strategic leadership of pilot industries [1]. - It supports integrated circuit companies to target equipment, advanced processes, photoresist materials, and 3D packaging to achieve breakthroughs across the entire industrial chain [1]. Group 3: Innovation-Driven Foundational Support - The second action encourages enterprises to focus on foundational research in cutting-edge technologies such as laser manufacturing, quantum, photonics, new functional materials, and new energy [2]. - It emphasizes support for key industrial chains and critical links in industries like integrated circuits, large aircraft, high-end equipment, instrumentation, and industrial software [2]. Group 4: Quality and Efficiency Enhancement - The third action supports existing chemical enterprises in chemical parks to undertake project construction without increasing environmental risks, while promoting digital transformation to achieve full coverage of smart factories by 2028 [2]. - It also encourages the development of green low-carbon products and supports energy-saving upgrades and equipment modifications [2]. Group 5: Resource and Factor Support - The fourth action aims to enhance logistics support and improve transportation infrastructure in areas like Lingang, Jinshan, and chemical zones [2]. - It includes increasing specialized logistics and warehousing resources and innovating hazardous materials storage supervision methods [2].

Core Viewpoint - The Producer Price Index (PPI) in December 2025 showed a year-on-year decline of 1.9%, with a narrowing decrease compared to the previous month, while a month-on-month increase of 0.2% was observed, indicating a mixed trend in industrial prices driven by supply-demand dynamics and external factors [1]. Group 1: PPI Trends - The year-on-year PPI decline of 1.9% reflects a narrowing of 0.3 percentage points from the previous month [1]. - The month-on-month PPI increased by 0.2%, which is an expansion of 0.1 percentage points compared to the prior month [1]. Group 2: Price Influences - Improvement in supply-demand structure led to price increases in certain sectors, such as a 1.0% rise in lithium-ion battery manufacturing prices for three consecutive months [1]. - Seasonal demand increases contributed to price rises in gas production and supply (1.2%) and electricity and heat production and supply (1.0%) [1]. - Input factors caused a divergence in prices for non-ferrous metals and oil-related industries, with international crude oil prices leading to declines of 2.3% in domestic oil extraction and 0.9% in refined oil product manufacturing [1]. Group 3: Policy Impact and Sector Performance - Continuous effectiveness of macro policies has resulted in positive price changes in certain industries, with the construction of a unified national market contributing to a narrowing of year-on-year price declines [1]. - The growth of new productive forces has led to price increases in related sectors, including a 9.0% rise in biomass liquid fuel prices, 5.5% in graphite and carbon product manufacturing, 2.4% in integrated circuit finished products, and 0.9% in waste resource recycling [1]. - The effective release of consumer potential has also driven year-on-year price increases in relevant industries [1].

2026年1月1日，《区域全面经济伙伴关系协定》(RCEP)实施满四周年。中国石油和化学工业联合会党 委常委、副秘书长、外资委主任委员庞广廉表示，四年来，RCEP政策红利持续释放，为中国石化产业 注入了新的发展动能，推动石化产业从规模扩张向质量跃升转型。 以锂电池为例，作为全球价值链的核心产业板块，其上下游产业的分工直接反映区域生产网络的整合水 平。中国在电池材料、隔膜、电芯等高端零部件研发制造环节具备技术优势，而东盟国家则在电池组 装、下游应用集成等劳动密集型环节拥有成本与制造优势，双方产供链合作紧密。海关总署数据显示， 中国对东盟的锂电池产品出口额从2021年的35.05亿美元上升至2024年的55.11亿美元，年均增幅为 16.28%。2025年1月至11月出口额更是高达68.28亿美元，再创新高，体现了区域生产网络的协同效应。 "公司2023年在印度尼西亚设立了海外仓，出口量增长50%以上，享受RCEP关税优惠的客户从最初的两 家扩大到如今的十几家。"浙江万凯新材料股份有限公司物流部经理李明说。据统计，RCEP生效实施的 四年，累计为价值8.3亿元的出口货物申领RCEP证书，在进口国减免关税约4200 ...

近日，生态环境部、市场监管总局联合发布了《固体废物鉴别标准 通则》（以下简称《通 则》）。生态环境部固体废物与化学品司有关负责人在答记者问时表示，本次修订的主要内容可概括为 厘清"两组关系"、明确"一个转化条件"，对固体废物判别规则进行完善和调整。 首先，固体废物环境管理逐步规范，企业副产物的属性鉴别需求越来越大，但部分副产物的属性判 定存在偏差，甚至存在以"副产品"名义非法转移固体废物现象。其次，利用固体废物生产的产物的安全 性问题逐步凸显，部分产物的有害物质缺乏控制，导致后续使用过程产生较大环境风险，需要进一步明 确固体废物向产品的转化条件。第三，我国保税维修、保税再制造等新业态快速发展，带来进口料件属 性认定问题。 一是重点厘清了固体废物判别中最为关键的"副产物"与"副产品"以及"废"与"旧"这两组关系。一方 面，《通则》明确了生产过程中伴随目标产物产生的副产物判定为副产品的条件，解决了国内固体废物 管理中普遍存在的副产物判别难题。另一方面，针对目前"丧失原有利用价值"判别不够明确的问题，完 善了"废"与"旧"的判别规则，减少了对"旧而不废"物质的误判，促进合规的二手产品流通。 二是进一步明确了"一个转 ...