人民财讯8月21日电，8月21日，中国化学（601117）党委副书记、总经理邓兆敬在集团总部会见国家开 发银行副行长王鹏一行，双方围绕深化战略合作、推动重点项目落地等事宜进行深入交流。 ...

证券代码：601117 证券简称：中国化学 公告编号：2025-043 中国化学工程股份有限公司 关于召开2025年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 重要内容提示： 会议问题征集：投资者可于 2025 年 8 月 26 日前访问网址 https://eseb.cn/1qG7vy5rZ6w 或使用微信扫描下方小程序码进行 会前提问，公司将通过本次业绩说明会，在信息披露允许范围内 就投资者普遍关注的问题进行回答。 一、说明会类型 中国化学工程股份有限公司（以下简称"公司"）将于 2025 1 会议召开时间：2025 年 8 月 26 日（星期二）14:30-15:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 公司总会计师、董事会秘书及相关业务部门负责人（如遇特 殊情况，参会人员可能进行调整）。 四、投资者参加方式 投资者可于 2025 年 8 月 26 日（星期二）14:30-15:30 通过网 址 https://eseb.cn ...

Core Viewpoint - The robust development of the polyester industry chain relies on the support of futures tools, which have played a significant role in stabilizing operations and managing price volatility risks since the introduction of polyester futures options [1][2]. Group 1: Industry Overview - The chemical fiber industry is a core support for the stable development and continuous innovation of the textile industry chain, possessing international competitive advantages and being an important part of the new materials industry [1]. - China's chemical fiber industry demonstrates strong international competitiveness in market share, production cost control, and product quality management [1]. Group 2: Market Dynamics - The polyester industry is currently undergoing a critical transformation towards high-end, intelligent, and green development, facing increasing domestic competition and complex international conditions [1]. - The demand for risk management among industry chain enterprises is rising due to frequent price fluctuations [1]. Group 3: Futures Market Development - The first chemical futures, PTA futures, were launched in 2006, providing price discovery and risk management tools for polyester industry chain enterprises [2]. - The Zhengzhou Commodity Exchange has since introduced various futures and options products, achieving comprehensive coverage of major polyester industry chain varieties and significantly enhancing service capabilities [2]. - A considerable proportion of industry chain enterprises have established systematic futures research and application systems, aiming to strengthen risk control measures [2].

Group 1 - The core viewpoint of the article highlights the growth potential of China's chemical fiber industry, with a projected production increase of 4.7% year-on-year by June 2025, reaching 7.36 million tons [1] - In the first half of 2025, China's cumulative chemical fiber production is expected to be 42.36 million tons, reflecting a cumulative growth of 4.9% [1] - The article references a report by Zhiyan Consulting that analyzes the market operation status and investment prospects of the chemical fiber industry from 2025 to 2031 [1] Group 2 - Listed companies in the chemical fiber sector include Xinxiang Chemical Fiber, Hengli Petrochemical, Huafeng Superfiber, Rongsheng Petrochemical, Jilin Chemical Fiber, Tongkun Co., Zhongtai Chemical, Nanjing Chemical Fiber, Taihe New Materials, and Aoyang Health [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [2]

中化新网讯 近日，由中国化学（601117）工程第四建设有限公司华北公司承建的广西自贸区宏坤新材 料粗苯加氢项目中交。作为目前国内单套规模最大、华南地区唯一的粗苯加氢项目，项目投产后将填补 区域产业链空白，为钦州石化园区提供苯、甲苯等产品。 据了解，该项目占地8.21万平方米，主要建设20万吨/年粗苯加氢装置，包含20万吨/年粗苯加氢单元、 18万吨/年芳烃抽提装置等。中国化学四化建相关负责人介绍，该项目利用周边省市焦化企业副产的粗 苯资源和园区内大型石化企业副产的氢气资源，对粗苯进行加氢精制，生产纯苯、甲苯、重芳烃等，产 品可供应至园区企业作为原料，驱动苯酚丙酮、己内酰胺等产业的协同发展。 施工过程中，项目部构建"全时域穿透式"安全网格管理体系，以物理区域与作业流程双维度划分5个安 全责任区，实现人员、设备、工序三重100%覆盖。责任区负责人每日带班督查，确保每项工作闭环落 实，累计整改高处作业防护缺失、临时用电违规等隐患320项，整改率达100%。 在项目攻坚冲刺阶段，项目部创新推行"党建+工程"融合机制，设立4个党员责任区、3个党员先锋岗， 组建2支党员突击队、1支青年突击队，领衔开展"大干80天 冲刺 ...

Group 1 - The establishment of Hangyang Global (Ningbo) Intelligent Heavy Industry Co., Ltd. has been reported, with a registered capital of 170 million yuan [1] - The company's business scope includes the manufacturing of gas and liquid separation and purification equipment, as well as the processing of mechanical parts and components [1] - The company is jointly held by Hangyang Co., Ltd. and China Chemical Engineering Sixth Construction Co., Ltd., a wholly-owned subsidiary of China Chemical [1]

Core Viewpoint - The initiative aims to promote a fair, standardized, healthy, and sustainable development environment for the lithium-ion battery and energy storage industry, encouraging collaboration across the industry chain [1][2]. Group 1: Cost and Pricing Behavior - The initiative encourages market competition based on technology, service, reputation, and performance capability, advising companies to quote prices according to their operational status, cost assessments, and project risks to avoid irrational low-price behaviors [1][2]. - It emphasizes integrity, transparency, professionalism, and prudence in bidding activities, advocating for competition based on technical solutions, service capabilities, and lifecycle value [1]. Group 2: Product and Service Compliance - The initiative calls for enhanced safety technology management in critical areas such as thermal runaway, electrical faults, and fire protection for energy storage systems and battery products, ensuring compliance with national and industry standards [2]. - Companies are encouraged to establish robust quality management and traceability systems, ensuring that bid quotes align with performance capabilities and that contracts are strictly executed post-award [1]. Group 3: Technological Innovation and Green Development - The initiative promotes increased R&D investment focusing on core materials, system integration, and intelligent control, aiming for independent and large-scale application of advanced technologies [2]. - It encourages participation in the formulation of international, national, and industry standards to foster quality improvement and fair competition, while also addressing environmental requirements such as battery recycling and pollution control [2]. Group 4: Industry Collaboration - The initiative stresses the importance of strengthening collaboration among member units to maintain a stable operation of the industry chain, establishing a mechanism for information sharing, risk-sharing, and mutual benefits [2]. - Industry experts indicate that the initiative supports reasonable pricing and fair competition, which may lead to accelerated market clearing and technological iteration, potentially increasing market concentration and profitability for leading companies with cost and technological advantages [2].

中化新网讯 近日，中国化学（601117）所属中国天辰工程有限公司总承包的沙特沙比克PKN二甲基叔 丁基醚（MTBE）项目提前4天实现机械竣工。该项目是沙比克首个采用自有专利技术的项目，建成后 将成为全球单体规模最大的MTBE工厂。 项目实施过程中，项目团队直面设计、供货、施工、质量、安全管理等多重挑战，与业主、供应商、分 包商紧密协作，实时监控设计、采购和施工进度，严格把控现场安全与执行质量。项目采取了优化国际 运输路线和现场施工方案、提高管道和钢结构预制化比例、实施核心采购设备"包长制"及现场施工区 域"区长制"等多项举措，最终提前4天机械竣工。 MTBE与汽油的混溶性好、吸水少、环境污染小，因此可用作汽油添加剂，具有优良的抗爆性。MTBE 能改善汽油的冷起动特性和加速性能，对气阻没有不良影响。行车试验证明使用含10%MTBE的汽油能 使燃料消耗下降7%，并使废气中铅、一氧化碳特别是致癌多环芳烃的排放物的含量明显降低。 该项目于2022年11月正式签约，当年12月开工，主要对已有70万吨/年MTBE装置进行扩能改造，将其 产能提升至100万吨/年。改造后的装置在经济效益、环保性能和运行可靠性上显著提升，可 ...

中化新网讯 近日，由中国化学（601117）所属东华工程科技股份有限公司（下称中国化学东华公司） 设计的乌兹别克斯坦塔什干20兆瓦绿氢项目成功产出99.99%纯度的氢气。该项目是中亚地区首个进入 正式实施阶段的绿氢项目。 该项目位于乌兹别克斯坦首都塔什干MAXAM化工厂内，是乌兹别克斯坦政府"绿色能源战略"的核心组 成部分，也是国际能源巨头ACWA Power公司在全球独立开发的首个绿氢项目。项目采用碱性电解水制 氢技术，共配置4台1000标准立方米/小时碱性电解槽及整流电源、控制系统、气液分离及纯化系统等， 设计最大产能为4000标准立方米/小时高纯氢气。项目建成后，每年可生产3000余吨绿氢，相较于之前 的灰氢生产模式，每年可减少约3万吨二氧化碳排放，为当地工业体系升级提供清洁、稳定的新型能源 解决方案。 自2023年10月项目启动以来，中国化学东华公司项目团队克服了设计标准复杂、交付物种类繁多、编码 系统特殊等多重挑战，于2024年12月高质量完成了详细工程设计工作。据悉，公司高度重视绿色氢基能 源产业发展，先后承接了50余个绿氢、绿氨和绿甲醇、SAF项目的咨询、工程设计和工程总承包业务， 积累了丰富的 ...

Core Insights - The central government has clarified its stance on addressing "involution" competition, transitioning from policy formulation to implementation since the second half of 2024 [1][2] - In July 2025, 33 construction-related central enterprises, state-owned enterprises, and private enterprises issued a "Proposal" advocating for the "Four No's" principle: no scale assembly, no blind expansion, no excessive debt, and no shell structures, aiming to resist "involution" competition and shift focus from price competition to value competition [1][2] Construction Industry Analysis - The report emphasizes the shift from price competition to value competition in the construction industry, driven by the "anti-involution" policy [2] - The analysis categorizes the construction industry into three major segments: central state-owned enterprise blue chips, international engineering, and steel structure [2] Central State-Owned Enterprises - For traditional undervalued central state-owned enterprise blue chips, the focus should be on three dimensions: dividend capability, price elasticity, and technological transformation [3] - In Q1 2025, the market share of nine major construction central enterprises increased to 59.89%, indicating strong order acquisition capabilities [3] - Companies with strong dividend capabilities, such as China State Construction and Sichuan Road and Bridge, are recommended [3] International Engineering Sector - The international engineering sector benefits from price elasticity, particularly with rising expectations for resource prices [4] - North China International, which has a significant coal sales volume, is highlighted for its potential profit contributions from coal business in 2026 [4] Steel and Cement Industries - The steel and cement industries are expected to improve profitability through the exit of outdated capacities and product structure upgrades [5] - Companies like China National Materials and China Steel International are recommended, with China Aluminum International suggested for attention [5] Steel Structure Sector - The steel structure sector is divided into manufacturing and installation segments, with rising steel prices benefiting manufacturing companies like Honglu Steel Structure [6] - The transition towards intelligent construction and green building is expected to enhance the competitive advantages of leading companies in the installation segment, such as Jinggong Steel Structure and Jianghe Group [6]