Core Viewpoint - The American plastics industry is expected to face a decline in employment by 1.1% and a decrease in product shipments by 0.5% by 2025 due to uncertainties in tariffs and trade policies [1] Group 1: Employment and Shipment Projections - By 2025, employment in the U.S. plastics industry is projected to decrease by 1.1% [1] - Product shipments in the plastics sector are expected to decline by 0.5% [1] Group 2: Causes of Industry Challenges - The chief economist of PLASTICS, Percy Pineda, attributes the slowdown in manufacturing growth to the uncertainty caused by high tariffs and unpredictable new tariff policies [1] - The ongoing trade disputes are not expected to remain unresolved in the long term, as the global trade environment cannot sustain high costs for steel and aluminum, which are critical raw materials for the plastics industry [1] Group 3: Tariff Implications - The U.S. has expanded the scope of Section 232 tariffs to include imported plastic machinery and molds, adding pressure on the plastics industry [1] - There is a potential for further escalation of tariff pressures, as the U.S. Department of Commerce has restarted the process for including more products with steel and aluminum components under Section 232 tariffs [1] Group 4: Industry Response and Future Outlook - PLASTICS argues that imported plastic machinery and related materials should be considered essential inputs for manufacturing rather than ordinary taxable goods [1] - Looking ahead to 2026, Pineda anticipates more trade negotiations that could alleviate current uncertainties affecting manufacturing, with a projected shipment growth of only 1.3% and a slight employment increase of 0.5% [1] - The current tariff regime aims to encourage domestic companies to replace imports with domestic products and materials, which could benefit the U.S. plastics manufacturing sector if successful [1]

未来，保障产量仍是利比亚的首要任务。利比亚国油明确将保证油田完整性、上游作业的电力和水源供 应，以及保护关键出口终端列为优先事项。 中化新网讯 近日，利比亚国家石油公司宣布，该公司原油日产量已突破138万桶，凝析油日产量达到5 万桶，最新目标为2028年将产量提升至200万桶/日。利比亚国油表示，未来将通过基础设施升级、扩大 国际合作规模，进一步释放产能潜力。 8月初，埃克森美孚与利比亚国油签署了谅解备忘录，标志着埃克森美孚因安全问题暂停合作十年后重 返利比亚市场。行业分析指出，利比亚未开发优质油田与现有设施的联动开发是外资关注重点，其轻质 原油可直接供应欧洲及地中海沿岸炼厂。 利比亚是非洲最大的原油储备国，储量排名全球第九，其轻质低硫原油因可适配全球炼厂需求而备受青 睐。如果政治稳定性持续、计划中的投资顺利推进，利比亚有望在2025至2026年为全球石油市场注入60 万至70万桶/日的增量，成为平衡区域供需的重要变量。 ...

中化新网讯 9月22日，LG化学宣布在韩国大田研究院分析研究所建立机器人自动化实验室，率先实现 韩国化工行业实验室全流程自动化。 据介绍，通过该实验室的建立，LG化学原本需由人工完成的高温、高浓度酸处理等危险且重复的分析 工序实现了自动化操作，同时提高了安全性和分析效率。研究人员仅需将分析样品放入存储箱，机器人 可以完成从出库、样品前处理、分析到样品废弃的全流程操作，并将实时分析数据自动回传至系统，快 速地响应客户需求。 LG化学表示，将以此次引进为契机，在麻谷科技园区建立分析自动化实验室，并在中长期规划中建立 连接数据AI分析解读的AX融合自动化实验室，进一步提升研究效率和安全水平。 LG化学首席技术官李钟求表示："分析自动化不仅仅提高了工作效率，更是为研究人员打造了专注于创 造性和战略性研发的环境。未来，我们将持续强化新一代材料的竞争力，积极应对市场变化并引领行业 发展。" ...

Core Viewpoint - Guangdong Huiyun Titanium Industry Co., Ltd. has completed the registration procedures for the acquisition of 70% equity in Chenxiang Minerals, aiming to secure upstream titanium ore resources and enhance its competitive edge in the titanium dioxide industry [1] Group 1: Acquisition Details - The company has obtained the business license and registration notice from the Guangnan Market Supervision Administration for Chenxiang Minerals, which was announced as an acquisition in June [1] - Chenxiang Minerals is primarily engaged in the mining, processing, and sales of titanium ore, holding mining rights over an area of 3.2697 square kilometers in Guangnan, Yunnan Province [1] Group 2: Strategic Importance - The acquisition is part of the company's strategy to stabilize raw material supply, reduce procurement costs, and enhance sustainable development capabilities [1] - This move is a key step in the company's full industry chain strategy, linking mineral resources, titanium dioxide production, and customer applications [1] Group 3: Future Outlook - Following the acquisition, the company plans to integrate Chenxiang Minerals into its industry chain system and maximize the value of industrial integration through refined operational synergy [1] - With ongoing development of upstream mineral resources and further realization of industry chain synergies, the company is expected to gain a more advantageous position in the titanium dioxide industry [1]

Core Insights - The Jianghan Oilfield has achieved a new production record with the Xinyey L213-6-1HF well, yielding 208 cubic meters of oil and 52,000 cubic meters of gas per day, resulting in an oil and gas equivalent of 203.7 tons per day [1] Group 1: Well Performance - The Xinyey L213-6-1HF well is located in Chongqing's Zhong County and is part of the evaluation wells deployed in the Sichuan Basin [1] - The well has a 100% penetration rate of high-quality reservoirs and achieved efficient drilling over a horizontal section of 3,035 meters, with a drilling cycle of only 29.96 days, setting multiple drilling records in the region [1] Group 2: Operational Strategy - Jianghan Oilfield focuses on three main objectives: enhancing seam-controlled reserves, adapting process parameters, and optimizing seam network support [1] - The company has implemented an integrated operational model, relying on an integrated fracturing decision center to continuously optimize fracturing modification plans [1] - Monitoring and evaluation post-fracturing indicate a 30% increase in seam network complexity and over a 25% improvement in uniformity, enhancing both modification uniformity and flow capacity [1] Group 3: Record Achievements - The well has set new records for the maximum number of fracturing segments, the largest construction fluid volume, and the highest test production capacity in the Revitalization area [1]

中化新网讯 9月16日，江苏龙蟠科技集团股份有限公司发布公告称，其控股孙公司锂源亚太与宁德时代 新能源科技股份有限公司签署了磷酸铁锂正极材料采购合作协议，将自2026年第二季度起至2031年向宁 德时代海外工厂合计供应15.75万吨磷酸铁锂正极材料。以当前市场价格估算，该合同总销售金额预计 超过60亿元。 公告显示，此次签订的协议为双方意向性协议，预测需求量将随宁德时代海外项目进度调整更新。龙蟠 科技签订该协议有助于与下游合作伙伴建立长期稳定的关系，抢占海外市场。 目前，龙蟠科技在国内拥有江苏金坛、天津宝坻、四川蓬溪、山东菏泽和湖北襄阳5个磷酸铁锂正极材 料生产基地。海外市场方面，龙蟠科技在印度尼西亚拥有磷酸铁锂正极材料生产基地，一期3万吨/年磷 酸铁锂正极材料项目已于2025年开始批量生产，并稳定供应目标市场，二期9万吨/年磷酸铁锂项目正在 积极建设中。 ...

提及公司上半年市场营销策略，江山股份董事兼总经理孟长春表示，他们确立"销售第一"的核心导向， 激励销售团队全力开拓市场、提升份额。同时，该公司还加强与跨国公司的业务对接合作，以此增强品 牌影响力。 江山股份董事长王利表示："2025年上半年，我们依托技术、渠道及配套等优势积极开拓市场。一方 面，通过坚持精准营销策略，创新营销策略和模式，销售收入同比实现增长;另一方面，在降本增效领 域成效显著，不仅优化采购管理体系以达成显著降本，还持续推进技术革新，借助工艺优化与资源循环 利用，提升资源转化效率，实现原料与能源的降耗降本。" 中化新网讯 近日，南通江山农药化工股份有限公司(以下简称江山股份)召开半年度业绩说明会，上半年 实现营业收入33.59亿元，同比增长6.07%;归属于上市公司股东的净利润3.38亿元，同比增长98.18%。 ...

Core Insights - Jineng Chemical, a subsidiary of Jineng Technology Co., Ltd., has signed a strategic cooperation agreement with Huitong New Materials Co., Ltd. for an initial order of 1,000 tons of high-performance polypropylene product EP548R [1] - Jineng Chemical possesses advanced propane dehydrogenation and polypropylene production processes, establishing long-term propane supply partnerships with global energy giants [1] - Huitong New Materials focuses on the research, production, and sales of polymer materials, providing comprehensive solutions and products for high-performance diversified new materials [1] Company Collaboration - The order signifies Huitong's recognition of Jineng Chemical's product quality and supply system, demonstrating excellent performance in mechanical properties, processing stability, and consistency [1] - Both companies aim to deepen their strategic partnership, focusing on the development of high-end new materials that meet the demands of modified plastic enterprises for high flow, high impact resistance, and low odor characteristics [1] - They plan to establish a new factory collaboration ecosystem to further expand high-end application fields and develop more high-end new materials [1]

Core Viewpoint - The successful implementation of a paperless sales process for polypropylene products marks a significant milestone for Daqing Petrochemical Company in achieving a fully online management system for sales processes, enhancing efficiency and transparency in product sales [1] Group 1: Paperless Sales Process - Daqing Petrochemical Company has achieved a key step in establishing a new sales management model characterized by 100% online control and seamless integration across all sales process stages [1] - The company utilized an integrated sales measurement platform and support from various units to facilitate paperless sales for products such as polypropylene, crude ammonia, and sulfur, significantly improving the efficiency of product entry and exit [1] Group 2: Efficiency and Transparency - The paperless process not only enhances efficiency but also ensures transparency and traceability throughout the entire sales process [1] - Management personnel can monitor the progress of vehicle entry, loading, and exit in real-time through the sales measurement platform, allowing for comprehensive visibility of the entire process [1] - The system automatically stores all operational logs and data records, creating immutable electronic files that enable quick tracing of issues back to their source, thereby significantly improving risk management capabilities [1]

Group 1 - The overall economic performance of China's basic chemical industry showed a steady improvement in the first half of the year, with 535 companies reporting a total revenue of 1,352.868 billion yuan, a year-on-year increase of 4.53%, and a net profit attributable to shareholders of 78.371 billion yuan, up 0.28% [1] - Among 31 sub-industries, 20 reported revenue growth, indicating a continuous optimization of the industrial structure and steady development of new productive forces within the basic chemical sector [1] Group 2 - Certain sub-industries, such as potash fertilizer, modified plastics, fluorochemicals, and others, experienced significant profit growth, benefiting from factors like reduced overseas supply and strong global demand [2] - Potash fertilizer companies collectively achieved a revenue of 13.129 billion yuan, a 3.57% increase, and a net profit of 5.663 billion yuan, soaring by 39.69% [2] - The fluorochemical sector saw a remarkable increase in revenue for refrigerant companies, totaling 33.488 billion yuan, a 29.96% rise, and a net profit of 4.575 billion yuan, up 137.42% [2] Group 3 - The modified plastics sector reported robust growth, with 16 companies generating a revenue of 60.319 billion yuan, a 20.7% increase, and a net profit of 1.531 billion yuan, up 29.64% [3] - This growth was driven by strong demand in emerging markets and technological advancements in high-performance materials [3] Group 4 - Despite positive performances in some areas, supply-demand mismatches remain a significant challenge for high-quality development in the industry [4] - The carbon black industry faced low operating rates and profitability issues, with five companies reporting a revenue of 21.295 billion yuan, a 1.52% increase, but a net profit drop of 24% to 0.078 billion yuan [4] - The titanium dioxide sector experienced a revenue decline of 10.92% to 30.65 billion yuan and a net profit decrease of 38.55% to 1.962 billion yuan [4] Group 5 - The tire industry is grappling with rising raw material costs and intense competition, leading to a revenue drop of 11.24% to 101.613 billion yuan and a net profit decline of 21.07% to 6.85 billion yuan [4] - The government is promoting a "de-involution" strategy to eliminate unfair competition and facilitate the orderly exit of outdated capacities, aiming for higher quality development in the chemical industry [5] - This policy is expected to alleviate issues of overcapacity and chaotic competition in certain sub-industries, leading to a potential phase of improvement in industry conditions [5]