国家发改委，将碳排放评价纳入节能审查制度，草酸、代森锰锌价格上涨

Core Viewpoint - The National Development and Reform Commission (NDRC) has revised and issued the "Energy Saving Review and Carbon Emission Evaluation Measures for Fixed Asset Investment Projects," which will take effect on September 1, 2025. The new measures incorporate carbon emission evaluations and coal consumption management into the energy-saving review system, establish a dynamic adjustment mechanism for review authority, and improve management regulations for energy-saving reviews during and after the process [1][3]. Industry News Summary - The revised measures will replace the original "Energy Saving Review Measures for Fixed Asset Investment Projects" [1][3]. - The new regulations focus on three main areas: inclusion of carbon emission evaluations and coal consumption management, establishment of a dynamic adjustment mechanism for review authority, and enhancement of management regulations for energy-saving reviews [1][3]. Product Price Tracking - WTI oil price decreased by 5.1%, reaching $63.88 per barrel [4]. - Key chemical products saw varied price movements: - MDI prices increased by 2.5%, while pure MDI rose by 1.7% - Prices for liquid methionine, PVC (electrolytic method), light soda ash, titanium dioxide, acetic acid, solid methionine, vitamin E, rubber, TDI, ethylene glycol, PVC (ethylene method), and caustic soda all decreased by percentages ranging from 0.2% to 4.5% [4]. - The top five chemical products with price increases included liquid nitrogen (+10%), liquid oxygen (+9.1%), oxalic acid (+6.2%), urea (+4.5%), and thermal coal (+4.5%) [4]. Chemical Sector Performance - The basic chemical sector rose by 2.44% compared to the previous week, outperforming the CSI 300 index, which increased by 1.23% [7]. - The basic chemical sector ranked 11th among all sectors in terms of weekly growth [7]. - Notable sub-sectors with significant weekly gains included other rubber products (+10.06%), modified plastics (+8.55%), adhesives and tapes (+7.77%), other plastic products (+6.6%), and nylon (+6.34%) [7]. Focused Sub-sector Insights - The industry is observing a potential bottoming out of the cycle, with a focus on marginal changes in supply and demand [8]. - Recommendations include: - Stable demand with global supply dominance in sectors like sucralose and pesticides [8]. - Domestic demand driving sectors such as refrigerants and fertilizers [8]. - Attention to sectors with potential capacity recovery, including organic silicon and spandex [8]. Investment Opportunities - Investment opportunities are identified in sectors with supply replacement gaps, including OLED materials and synthetic biology [9]. - Key recommendations include companies like Lite-On Technology, Aolai Technology, and others in the OLED materials space [9].