SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-26 09:35Core Viewpoint - The "Work Plan for Stable Growth in the Petrochemical Industry (2025-2026)" aims for an average annual growth of over 5% in the industry's added value, enhancing economic benefits, technological innovation, and environmental performance [2][3]. Group 1: Industry Overview - The petrochemical industry is a crucial pillar of the national economy, accounting for 14.9% of industrial added value in 2024, with a growth rate of 6.6%, surpassing the industrial average by 0.8 percentage points [2]. - China has become the world's largest producer and consumer of petrochemical products, leading in over 20 categories of basic chemicals [2]. Group 2: Challenges and Strategic Focus - The industry faces intensified competition in basic organic raw materials, insufficient supply of high-end fine chemicals, and slowing domestic demand, compounded by external uncertainties [3]. - The "Work Plan" outlines 10 key tasks focusing on five areas: strengthening innovation, improving efficiency, expanding demand, optimizing carriers, and promoting cooperation [3]. Group 3: Innovation and Supply Enhancement - The plan emphasizes enhancing high-end supply by supporting key products in integrated circuits, new energy, and medical equipment, and promoting quality upgrades in bulk products like fertilizers [3][4]. - It aims to establish collaborative mechanisms between upstream and downstream enterprises to enhance product performance and transition from product sales to integrated solutions [3]. Group 4: Investment and Transformation - The plan calls for scientific control of major project construction, including strict management of new refining capacities and the implementation of safety upgrades for aging facilities [4]. - It promotes digital and green transformation, including the establishment of a digital transformation implementation guide and the development of evaluation standards for pollution reduction and carbon reduction [4]. Group 5: Market Demand Expansion - The plan encourages the organization of supply-demand matching activities and the establishment of stable partnerships between production enterprises and downstream users in traditional sectors [5]. - It also focuses on expanding applications in emerging industries such as new energy, low-altitude economy, and humanoid robots, promoting green products and enhancing domestic market integration [5][6]. Group 6: Development of Growth Engines - The plan aims to enhance the competitiveness and intelligence of chemical parks, guiding them to improve and strengthen their main industries [6]. - It emphasizes the cultivation of advanced manufacturing clusters and the deepening of international cooperation to boost economic growth [6].