Core Viewpoint - The Shijiazhuang refining and coking unit has achieved a new record of continuous stable operation for 17 months as of the end of September, highlighting the effectiveness of management and operational strategies in enhancing the unit's performance [1] Group 1: Operational Achievements - The coking unit is crucial for improving the company's raw material adaptability and product diversity [1] - Since its commissioning in 2021, the company has focused on extending the operational cycle of the unit through a dedicated technical team [1] - The implementation of a performance assessment mechanism linked to long-cycle operation goals has effectively motivated the operational teams [1] Group 2: Management and Improvement Strategies - The company has made precise adjustments to key parameters of the coking unit to continuously improve operational conditions [1] - A competitive atmosphere has been fostered through team competitions based on key performance indicators, enhancing overall employee operational skills [1] - A tiered inspection system involving operators, professional engineers, and management has been established to ensure comprehensive monitoring of equipment status [1] Group 3: Future Plans - The company is currently conducting a furnace cleaning operation on the coking unit to further enhance management practices [1] - Ensuring safe and stable operation remains a priority, with ongoing optimization efforts aimed at contributing to the company's high-quality development [1]

近日，工业和信息化部等六部门联合发布《石化化工行业稳增长工作方案(2025—2026年)》(下称《工作 方案》)。《工作方案》对今明两年石化化工行业稳增长目标、任务和保障措施提出了明确要求。这是 贯彻落实党的二十大、二十届三中全会精神，以及中央经济工作会议部署的具体实践，为石化化工行业 稳定运行和转型发展提供了重要指导。 坚持稳中求进，助力行业发挥"压舱石"作用 为回应石化化工行业关于规范中试项目管理的呼吁，简化中试项目审批流程，推动科研成果高效转化， 《工作方案》提出了一系列创新性举措。为提高中试项目审批效率，《工作方案》提出"中试基地内中 试项目可采取打捆方式办理核准、备案、环评等相关手续"；为简化中试项目的环评流程，《工作方 案》提出"利用原有中试项目生产设施和污染防治设施开展新的中试试验，仅原辅料和产品发生变化的 中试项目，经有审批权的生态环境部门组织确认，污染物排放种类、排放量、环境风险未超过原环评 的，不再开展环评审批"；为解决中试产品流通难、应用难问题，《工作方案》提出"鼓励各地出台政 策，明确中试项目标的产品流转条件和程序等要求"。 2025年是"十四五"规划收官、"十五五"规划启动之年。当前 ...

"内卷"严重 产能激增 价格连跌 中化新网讯 近日，由中国氮肥工业协会主办、潞安化工丰喜集团承办的2025年全国三聚氰胺行业工作 会议在山西运城召开。协会理事长顾宗勤指出，今年以来三聚氰胺行业市场规模变化不大，但价格延续 去年下跌趋势，市场竞争加剧，"内卷"现象严重，部分企业成本倒挂、经营困难，严控产能已迫在眉 睫。 据中氮协统计，近几年三聚氰胺产能年均增速达5%以上。2024年国内三聚氰胺产能231万吨，产量 164.2万吨，比2023年增长9.8%，企业开工率71%；2025年1至8月，国内产能已达242万吨，产量111.8万 吨，同比增长3.8%，企业开工率降低至69%。预计到2025年底，行业总产能将达260万吨，未来几年还 将有94万吨新增产能陆续投产。 今年以来，受房地产市场低迷影响，国内三聚氰胺需求与价格双双承压。下游板材等核心应用行业需求 疲软，部分时段还遭遇传统淡季，进一步抑制需求释放。价格方面，1至8月国内三聚氰胺平均价格为 5239元(吨价，下同)，与2024年相比，降低1340元，同比下降20%。 出口同样面临挑战。2024年，我国三聚氰胺出口量比上年增长21.3%，但2025年1至8 ...

Core Viewpoint - Fujian Province is rapidly developing its strategic emerging industries during the "14th Five-Year Plan" period, focusing on high-quality development and modernization efforts [1] Group 1: Strategic Emerging Industries - Fujian Province is implementing a tailored approach to develop seven key emerging industries: new generation information technology, high-end equipment, new materials, new energy, biomedicine and new pharmaceuticals, energy conservation and environmental protection, and marine high-tech [1] - The province has issued targeted policies and development plans in specialized fields such as biomedicine, lithium battery new materials, and hydrogen energy [1] Group 2: Industry Performance - The new energy industry in Fujian maintains a leading position, with market shares in consumer batteries, power batteries, and energy storage batteries holding the global first position for 13 years, 8 years, and 4 years respectively [1] - The high-end equipment industry is advancing with the introduction of China's first integrated construction guidelines for "photovoltaic-storage-charging-inspection," with 52 demonstration stations established across the province [1] Group 3: New Materials and Biomedicine - Fujian has improved its production and application reward policies for key new materials and rare earth materials, releasing 50 new materials and products [1] - The biomedicine sector is accelerating innovation, with the implementation of high-quality development policies and the establishment of a provincial special fund of 680 million yuan and a 1 billion yuan industry guidance fund, alongside over 40 innovative drugs currently under research and review, marking a historical high [1]

2024年以来草甘膦价格始终维持低位，于2025年3月触及2.31万元(吨价，下同)的阶段性低点，随后开启 修复行情。截至9月21日，95%含量草甘膦报价已回升至2.75万元左右，97%含量草甘膦报价达到2.8万 元。首创证券分析师翟绪丽预计，草甘膦市场的景气度正逐渐回暖。 产能增量有限推涨价格 从国内市场结构来看，目前国内草甘膦市场70%～80%消费依赖出口。2024年，我国其他非卤化有机磷 衍生物，主要是草甘膦出口数量为60.2万吨，同比增长30.6%；2025年1至5月，我国其他非卤化有机磷 衍生物出口数量为27.2万吨，同比增长13.3%。 据观研天下发布的《中国草甘膦行业发展趋势研究与投资前景分析报告(2025—2032年)》，目前全球草 甘膦总产能为118万吨/年，其中拜耳以37万吨/年的产能居第一，剩余81万吨/年产能全部集中在中国， 主要分布于兴发集团、福华化学、新安股份、江山股份等企业。 长城证券分析师肖亚平认为，拜耳的草甘膦产能存在不确定性，且海外草甘膦产能同样呈现"只减不 增"的态势。 在中农纵横研究员吴江看来，草甘膦价格变动周期的驱动因素虽不尽相同，但总体而言，供给侧对价格 的影响权重 ...

Core Insights - The project at Lu'an Chemical Fengxi Group's Linyi branch successfully passed a 72-hour production standard assessment for its "40,000 m³/h Air Separation Control System Energy Optimization and Transformation Project" [1] Group 1: Project Overview - The project is based on the existing air separation control system and introduces an intelligent control unit that includes a dedicated data processing station and dynamic optimization scheduling program [1] - The intelligent control unit enables the air separation equipment to transition from traditional manual control to an intelligent and efficient operational mode, allowing for autonomous, continuous, and stable operation under normal conditions [1] Group 2: Technical Features - The intelligent system can respond accurately to complex variables through real-time data processing and dynamic optimization scheduling [1] - An emergency switching mechanism is in place, which automatically disengages the system during critical failures, ensuring production safety [1] Group 3: Performance Metrics - The assessment results indicate enhanced system stability, with the pressure in the molecular sieve equalization stage reduced from a maximum of 16 kPa to below 5 kPa after the transformation [1] - During the 72-hour assessment period, the energy-saving rate reached 4.23%, and the project is expected to save at least 2.5625 million yuan in steam costs annually [1]

目前，"灵载"无人装载机已突破传统封闭场景限制，实现搅拌站、发电厂、港口、化工厂等多场景的规 模化应用。系统可自主适应复杂动态环境，在保障作业安全的前提下，大幅提升港口散料运输、电厂燃 煤输送、堆场物料整理等场景的运营效率。根据示范项目数据统计，"灵载"无人装载机可使作业效率提 升30%，综合能耗降低15%，大幅降低油耗与电耗，人力成本下降70%。 中化新网讯 9月23日，在第十七届中国（北京）国际工程机械、建材机械及矿山机械展览会上，网易旗 下网易灵动（杭州）科技有限公司（以下简称网易灵动）召开无人装载机智能解决方案发布会，正式推 出全球首款面向全域场景的具身智能无人装载机——"灵载"。 该装载机基于网易灵动自研的"机械智心"训练框架，通过端到端深度学习，实现了在封闭料场与开放场 景等多种复杂环境下的自主适配与高效作业，核心覆盖"铲、运、卸、拢"全流程。同时，基于"感知— 决策—控制"联动的技术内核，"灵载"有效降低了人机碰撞风险，实现了与厂区门禁系统的智能协同， 为无人化落地提供了安全保障。此外，该装载机还能够与市场多种主流品牌装载机适配，并支持燃油与 电动多种动力车型的智能化改造，降低了行业智能升级的门 ...

中化新网讯 "人工智能（AI）系统正以前所未有的速度发展，但企业拥抱AI仍有三大问题需要回答：第 一，如何让企业面向AI的投资，产生真正的商业价值；第二，如何将企业的专有数据资源，转化为竞 争力；第三，如何让AI行业应用，从试点走向规模化落地。"9月18日至20日，在上海举行的华为全联接 大会2025上，华为公司高级副总裁、企业销售总裁陈雷在主题演讲中提出了这样的问题。 会上，华为还联合伙伴发布了9大行业智能化解决方案，包括城市智能中枢&大模型、科技智算实验 室、医技数字化2.0、银行AI与大模型、制造研发数智化、智慧物流与仓储SMART、智慧配电、油气智 慧勘探开发、钢铁高炉炉温预测等。截至目前，华为创建的生态体系已汇聚6300多家鲲鹏伙伴、2700多 家昇腾伙伴、70多家行业咨询公司及750家独立软件开发商。 当前，AI技术正以前所未有的速度发展。如何回答这三个问题，实现AI在千行万业快速落地？结合广 泛的行业实践，华为提出进一步推动行业智能化的"ACT三步走"路径，即评估高价值场景（Assess high- value scenarios），结合垂直行业数据对模型进行校准（Calibrate AI mo ...

Core Viewpoint - Xinxiang Chemical Fiber Co., Ltd. announced a 90-day shutdown for the renovation of its biomass cellulose filament production line starting October 1, aimed at improving stability and operational efficiency [1] Company Summary - Xinxiang Chemical Fiber is a leading company in the biomass cellulose filament industry, with a production capacity of 110,000 tons and over 60 years of production experience [1] - The company produces biomass cellulose filaments and spandex fibers, indicating a diversified product portfolio [1] Industry Summary - The shutdown and renovation are part of proactive measures to enhance production line stability and operational levels, suggesting a focus on long-term operational improvements within the industry [1] - The company assures that this planned shutdown will not significantly impact its future ongoing operations, reflecting a strategic approach to production management [1]

一是产能持续扩张，竞争压力不断加大。近年来，我国酚酮行业呈现一体化、规模化和多元化发展态 势，产能持续增长。据卓创资讯统计，截至2024年年底，我国苯酚产能近十年的复合增长率达 13.65%，近五年增速为16.01%。尤其在2023年，7套新建装置与1套扩建装置集中投产，推动年度产能 增长率飙升至51%。当前酚酮产能扩张势头仍未止步，2025年苯酚总产能预计将突破735万吨。尽管苯 酚需求总量也在增长，但供应增速仍显著高于需求，市场正逐步转向供过于求格局，行业内部竞争压力 持续加剧。 二是市场价格承压走低，盈利空间难以提升。供过于求直接导致苯酚价格体系脆弱性增强，产品价格与 原料纯苯的联动性显著提升。今年以来，苯酚市场基本跟随纯苯价格震荡运行，在纯苯价格大幅走低的 背景下，苯酚现货价格一度跌破6500元/吨，创近两年新低。即便进入传统消费旺季"金九"，苯酚价格 仅较8月上涨217元/吨，同比跌幅近2000元/吨。行业开工率同样承压，上半年苯酚平均开工率仅为 72%，同比下滑5个百分点;自第二季度起，多数生产企业陷入持续亏损。尽管部分工厂尝试挺价维稳， 但在供需失衡的大环境下，价格缺乏突破动力。从后期趋势看，原 ...