中化新网讯 12月24日，从中国化学与物理电源行业协会传出消息，今年前11个月，我国锂离子电池出 口额为691.65亿美元，同比增长25.6%。 中化新网讯 近日，车皮短缺导致潞安化工丰喜集团尿素库存积压问题凸显。为保障尿素库存平稳、降 低经营风险，潞安化工丰喜集团供销分公司多措并举，打响尿素库存压降攻坚战，取得显著成效。 截至12月22日，临猗公司、泉稷公司尿素库存已降至9300吨，为后续降低库存和企业高效运营奠定了坚 实基础。面对车皮短缺的问题，供销分公司与铁路部门多方协调沟通，全力争取车皮资源增量。同时， 供销分公司创新运输调配思路，从临近站台紧急调运敞车补充运力缺口，有效缓解运输压力。 今年前11个月，我国锂离子电池出口数量为42.52亿个，同比增长19.3%。其中，2025年11月锂离子电池 出口额为68.1亿美元，同比增长17.5%;2025年11月锂离子电池出口数量为4.5亿个，同比增长22.6%。 (江 南) 丰喜供销多点发力降尿素库存 ...

回望中国现代煤化工的发展历程，"十四五"时期无疑经历了一场深刻的行业洗牌与价值重估，行业步入了以核心 技术突破、绿色低碳转型、综合效益提升为标志的高质量发展新周期。正是在这一轮行业分化与升级中，一批聚 焦主业、苦练内功的领先企业崭露头角，实现了从跟跑到并跑乃至领跑的跨越。 从"黑色燃料"到"白色材料"——筑牢国家能源安全基石 纵观宝丰能源"十四五"答卷，宝丰能源内蒙古年产300万吨烯烃项目，成为这张答卷上最引人注目的一笔。 其引人注目不止在于"五个全球规模之最"和"三个全国规模之最"的行业纪录，更在于开启了我国煤炭清洁高效利 用与现代煤化工产业升级的新章：一方面可等效替代近千万吨的原油进口需求，保障国家能源安全;另一方面突破 高端材料"卡脖子"困局，备战未来产业。 而这个项目，又仅是答卷上的短短一行。 能源安全，"国之大者"。"十四五"期间，世界经济增速持续放缓、大国博弈持续加剧、新一轮科技革命和产业变 革持续深化、能源绿色低碳转型进程加快……尽管国内原油、天然气产量连续稳步增长，但2024年，我国原油对 外依存度仍达72.2%，天然气对外依存度达42%。内外种种新形势叠加之下，煤化工产业已将成为保障我国能源 ...

Group 1 - The new regulation "One Certificate, One Product" will be implemented on January 1, 2026, requiring that pesticide products with the same registration number must display the same trademark [1] - As of November 2025, over 4,800 new pesticide registration certificates are expected to be issued this year, compared to only 2,053 in 2023 and 2024 [1] - Approximately 60% of companies in the pesticide industry rely on borrowing certificates, private labeling, and contract manufacturing, indicating a long-standing distorted ecosystem [1] Group 2 - Regulatory authorities will intensify the crackdown on illegal practices such as "certificate borrowing" and "one certificate for multiple products," with confirmed violations leading to the revocation of relevant registration certificates [2] - The cost of applying for a pesticide registration certificate ranges from hundreds of thousands to millions, with new active ingredients potentially costing up to 30 million for research and registration [2] - The Ministry of Agriculture and Rural Affairs has initiated the revision of the "Pesticide Production License Review Guidelines" to enhance the regulatory framework and ensure accountability in pesticide production [2] Group 3 - Companies are expected to first handle existing inventory of non-"One Certificate, One Product" products before transitioning to the new products, considering the typical two-year shelf life of pesticides [3] - By December 31, 2027, the last sales deadline for non-"One Certificate, One Product" inventory is set, with an anticipated reduction in product circulation to about one-fourth of current levels [3]

Core Insights - The third Humic Acid Potassium Compound Fertilizer Industry Development Forum was held in Xi'an, focusing on the development direction of the humic acid potassium compound fertilizer industry, emphasizing its role in national food security and sustainable agricultural practices [1] Group 1: Industry Development - The humic acid potassium compound fertilizer industry is seen as a new productive force supporting the national strategy of "storing grain in the land and technology," aiming to protect both "arable land red line" and "soil fertility red line" [1] - The industry is encouraged to integrate efforts from government, research, education, and enterprises to promote sustainable development of humic acid fertilizer [1] Group 2: Technological Advancements - Humic acid is identified as a core element in measuring soil quality, serving multiple functions as a soil improver, fertilizer enhancer, and plant growth stimulator [1] - Data indicates that humic acid potassium can increase potassium fertilizer utilization by 5% to 10%, representing a green and efficient product in the "Fertilizer 4.0" era [1] Group 3: Standardization and Research Findings - The newly released national standard "GB/T33804—2025 Fertilizer Grade Humic Acid Potassium" marks a new phase of standardization and regulation in the humic acid industry [2] - The "Humic Acid Potassium Fertilizer Hundred County Demonstration Project" showed significant results over five years, with an average increase of 11.91% in soil organic matter and average yield increases of 6.95% for food crops and 11.28% for economic crops [2]

该项目由上海华谊集团所属上海华谊能化公司负责建设运营。上海华谊能化公司党委书记、董事长郑必 军表示，将全力以赴保障绿色甲醇装置稳定高效运行，持续助力上海国际航运中心建设，为实现国 家"双碳"目标贡献力量。 该项目由上海华谊集团、申能集团、上海城投、上港集团联手打造，于今年1月开工。项目创新性地将 城市废弃物转化为国际航运领域急需的绿色甲醇燃料，真正实现"变废为宝"。项目投产后将为上海港提 供重要的绿色燃料保障。 上海市发展和改革委员会四级调研员关雪飞指出，要合理运营好绿色甲醇装置，打造航运燃料绿色转型 的样本工程；要整合好上下游产业资源，夯实绿电—燃料产业链关键节点；要建设绿色燃料认证服务的 交流平台，打造国际可持续发展和碳认证集聚新高地。 中化新网讯 12月29日，上海首套10万吨/年绿色甲醇项目投产仪式在上海华谊工业气体有限公司举行。 图为10万吨/年绿色甲醇项目现场。 (企业供图) ...

Core Insights - The article discusses a recent collective study session held by China National Offshore Oil Corporation (CNOOC) focusing on the spirit of the 20th Central Committee's Fourth Plenary Session and Xi Jinping's economic thoughts [1] Group 1: Company Initiatives - CNOOC emphasizes the importance of understanding and implementing the spirit of the 20th Central Committee's Fourth Plenary Session as a significant political task for the current and future periods [1] - The company plans to increase research and development investments in the field of biomanufacturing, aiming to explore new technologies and processes such as bio-based materials and synthetic biology [1] Group 2: Industry Trends - Biomanufacturing is identified as a crucial component of China's new productive forces, creating new tracks and business models, and is expected to synergize with traditional petrochemical and agricultural industries [1] - The article highlights the need for collaboration among government, industry, academia, and research to enhance research capabilities and the conversion of scientific achievements, thereby injecting new momentum for high-quality development [1]

Core Viewpoint - The "14th Five-Year Plan" marks a significant period for China's energy transition, with China National Offshore Oil Corporation (CNOOC) playing a crucial role in ensuring national energy security and advancing towards deep-sea exploration and green transformation [1] Production Growth - CNOOC has achieved a remarkable increase in oil and gas production, with a projected cumulative production of over 40 million tons of oil equivalent from the Bohai Oilfield by 2025, setting a historical record [1] - The company has implemented key technologies such as precise water injection and stable oil control, effectively managing the natural decline rate of mature oil fields, leading to a 33% increase in domestic crude oil production during the "14th Five-Year Plan" [4][5] - In the South China Sea, CNOOC's East South Sea Oilfield has consistently produced over 20 million tons annually, with significant developments in the "Deep Sea No. 1" gas field, increasing peak annual production from 3 billion cubic meters to 4.5 billion cubic meters [5] Exploration Breakthroughs - CNOOC has made substantial progress in oil and gas exploration, with a 27% increase in proven oil reserves and a 75% increase in natural gas reserves compared to the "13th Five-Year Plan" [7] - The company has successfully discovered major oil fields in complex geological structures, including the Bohai Sea and deep-water areas, enhancing its exploration capabilities and contributing to global competitiveness [8][10] Technological Independence - CNOOC has achieved significant advancements in deep-water oil and gas exploration technology, becoming the third country globally capable of independent deep-water resource development [11] - The company has developed the world's first 100,000-ton deep-water semi-submersible production and storage platform, showcasing its technological innovations and contributing to the domestic marine engineering equipment industry [12][13] Regional Empowerment - CNOOC has aligned its investments with national strategies, focusing on key regions such as the Beijing-Tianjin-Hebei area and the Guangdong-Hong Kong-Macao Greater Bay Area, with a 48% increase in total investment for energy layout [16] - The company has played a vital role in ensuring energy supply in various regions, with significant contributions to local economies and the establishment of a collaborative development model between energy and industry [17][18] Green Transformation - CNOOC is committed to green projects, enhancing the clean energy ratio in the Guangdong-Hong Kong-Macao Greater Bay Area and implementing carbon capture and utilization projects [18] - The company has made strides in sustainable energy practices, including the establishment of the first coastal LNG refueling station in Hainan and the production of green methanol from urban waste [18] Future Outlook - Looking ahead, CNOOC aims to continue its focus on technological innovation, green development, and regional collaboration, contributing to national energy security and the transition to a modern energy system [19]

Core Viewpoint - Qingdao Gulf Group has established itself as a leader in various chemical sectors, emphasizing high-end product development, green production practices, and digital transformation to enhance competitiveness in the global chemical industry [1][4][18]. Group 1: Industry Leadership and Product Development - Gulf Group ranks first in overseas exports of PVC products and has the largest production capacity for sodium metasilicate in Asia [1]. - The company has achieved significant milestones in high-end product development, such as successfully entering the high-end appliance market with its polystyrene products [4][6]. - Gulf Group's chlor-alkali products have consistently ranked as energy efficiency leaders in the industry, showcasing its commitment to sustainable practices [7]. Group 2: Brand Strategy and Market Positioning - The brand philosophy of "either first or unique" drives Gulf Group's strategy to penetrate high-end markets with its core brands [4]. - The company has developed a strong brand matrix, including "Haijing" and "Shuangtao," to enhance its presence in the global high-end chemical market [4][11]. - Gulf Group's products have achieved high purity levels, allowing them to meet stringent industry standards and gain a competitive edge [6][9]. Group 3: Innovation and R&D - Gulf Group has established a comprehensive R&D system, collaborating with universities and research institutions to foster innovation [11][12]. - The company has received numerous patents, with 40 new patents authorized in 2024 alone, reflecting its commitment to continuous innovation [13]. - The integration of AI and digital technologies in production processes has improved operational efficiency and safety [10][12]. Group 4: Sustainability and Environmental Responsibility - Gulf Group has implemented a circular economy model, significantly reducing carbon emissions through efficient resource utilization [9]. - The company has adopted environmentally friendly production methods, such as the ethylene oxychlorination method for PVC, which minimizes waste and pollution [7]. - Gulf Group's commitment to green production has earned it recognition as a leading enterprise in clean production practices [7]. Group 5: Corporate Culture and Community Engagement - Gulf Group emphasizes the importance of party leadership in driving corporate development and innovation [14][16]. - The company actively participates in community initiatives, contributing nearly 50 million yuan to various charitable causes since 2020 [17]. - Gulf Group's focus on talent development includes partnerships with educational institutions to enhance workforce skills [17].

Core Viewpoint - The coal chemical industry in China has significantly developed since the "14th Five-Year Plan," with companies like Aerospace Long March Chemical Engineering Co., Ltd. (Aerospace Engineering) leading innovations in coal gasification technology and contributing to high-quality industry development [1][5][10]. Group 1: Company Development and Innovations - Aerospace Engineering has evolved into a comprehensive service provider integrating core patented technologies, high-end equipment manufacturing, engineering design, and investment operation capabilities [1]. - The company has made significant advancements in coal gasification technology, achieving international recognition for projects such as the 3500-ton gasifier in Shandong and the world record for continuous operation of a gasifier [5][6]. - By 2025, Aerospace Engineering plans to initiate the development of a 5000-ton gasification technology project, having signed contracts for 79 coal gasification-related projects and 188 gasifiers [5][6]. Group 2: Technological Advancements and Research - The company has established a coal quality gasification mechanism research laboratory, accumulating valuable data on over 200 types of coal, enabling targeted development of new gasification equipment [6][7]. - Aerospace Engineering has developed various advanced technologies for gasifying different coal types, including lignite and "three high coals," enhancing the versatility of its gasifiers [6][7]. - The company has built a comprehensive research system, participating in the formulation of multiple national and industry standards, and aims to continue upgrading gasification technology during the "15th Five-Year Plan" [7]. Group 3: Commitment to Clean Energy and Carbon Reduction - Aerospace Engineering is committed to supporting national green and low-carbon strategies, focusing on energy efficiency and carbon reduction in the coal chemical industry [10][11]. - The company has launched a green hydrogen engineering business segment, developing various electrolyzer products tailored for specific applications in the chemical, metallurgy, and power sectors [11]. - In the biomass gasification field, Aerospace Engineering has developed a technology that is adaptable to various raw materials, achieving significant operational data and certification for its integrated technology [12]. Group 4: Digital Transformation and Smart Services - The company is leveraging digital technologies to create a service chain covering the entire lifecycle of its gasifiers, enhancing design efficiency and operational training [15][16]. - Aerospace Engineering has implemented a digital management system that integrates various operational modules, improving risk management and operational efficiency [16]. - The company is developing intelligent control software for gasification processes, aiming to provide precise risk warnings and optimize production processes [16]. Group 5: Corporate Governance and ESG Commitment - Aerospace Engineering emphasizes the integration of high-quality party building with corporate governance, ensuring alignment with national strategies and enhancing operational performance [19][20]. - The company has received recognition for its ESG efforts, achieving high ratings from major ESG rating agencies and winning awards for its sustainable development initiatives [20][21]. - Aerospace Engineering has obtained international and national compliance management certifications, reflecting its commitment to effective governance and safety management [21].

Core Viewpoint - The "14th Five-Year Plan" marks a significant period for China's energy transition, with China National Offshore Oil Corporation (CNOOC) playing a crucial role in ensuring national energy security through technological innovation, regional collaboration, and green transformation [1][20]. Production Growth - CNOOC has achieved a remarkable increase in oil and gas production, with a projected cumulative output of over 40 million tons of oil equivalent from the Bohai Oilfield by 2025, setting a historical record [1][11]. - During the "14th Five-Year Plan," CNOOC's domestic crude oil production increased by 33%, while natural gas production surged by 73%, significantly contributing to national energy security [5][20]. - The company has implemented key technologies to stabilize production in aging oil fields and accelerate the development of new fields, resulting in a 12% improvement in construction efficiency and a 43.2% conversion rate for new production capacity [4][5]. Exploration Breakthroughs - CNOOC has made significant strides in oil and gas exploration, with a 27% increase in proven oil reserves and a 75% increase in natural gas reserves compared to the "13th Five-Year Plan" [8][9]. - The company has successfully discovered major oil fields in complex geological structures, including the Bohai Sea and deep-water areas, enhancing its exploration capabilities and competitiveness [8][9]. - Notable discoveries include the Kaiping South Oilfield and the Hainan deep-water gas field, which have positioned CNOOC as a leader in deep-water exploration [9][11]. Technological Independence - CNOOC has achieved significant advancements in deep-water oil and gas exploration technologies, becoming the third country globally to possess independent development capabilities in this area [12][13]. - The company has developed the world's first 100,000-ton deep-water semi-submersible production and storage platform, showcasing its technological prowess [13][14]. - CNOOC's innovations in LNG storage technology have led to the construction of 18 large-scale LNG tanks, dominating the global market [14]. Regional Empowerment - CNOOC has aligned its investments with national strategies, focusing on key regions such as the Beijing-Tianjin-Hebei area and the Guangdong-Hong Kong-Macau Greater Bay Area, with a 48% increase in total investment for energy projects [17][18]. - The company has played a vital role in ensuring energy supply stability in these regions, contributing to local economic development and industrial upgrades [17][19]. - CNOOC's green projects, such as carbon capture and utilization initiatives, have enhanced the clean energy share in regional energy structures [19]. Future Outlook - Looking ahead, CNOOC aims to continue its commitment to technological innovation, green development, and regional collaboration, contributing to national energy security and the transition to a modern energy system [20].