“八字”方针破局“内卷” | 大家谈 如何破除“内卷式”竞争

Core Insights - The petrochemical industry is facing intensified homogenization competition, with many companies struggling at the brink of profitability, necessitating a shift from low-price competition to a focus on optimization, upgrading, innovation, and integration [1][2] Group 1: Optimization - The industry must tighten ineffective supply and focus on layout efficiency by shutting down outdated, high-energy-consuming capacities to address supply-demand imbalances [1] - Learning from integrated refining and chemical models and industrial cluster layouts can help promote the agglomeration of upstream and downstream enterprises, ensuring that capacity aligns with market demand [1] Group 2: Upgrading - Companies should focus on creating differentiated advantages by targeting high-value new material sectors such as semiconductor materials and specialty engineering plastics to seize future market opportunities [2] - Transitioning from a "product-heavy, service-light" model to a combination of customized production and door-to-door delivery services can help build competitive barriers beyond mere price competition [2] Group 3: Innovation - Increased R&D investment is essential to overcome key challenges in green technologies such as green hydrogen alternatives and bio-based chemicals, which can lower marginal production costs [2] - Leveraging artificial intelligence to optimize industrial control parameters and accelerate new material development can meet the specific needs of emerging fields like humanoid robots and data centers [2] Group 4: Integration - Supporting leading enterprises in merging with homogenized companies can facilitate resource sharing, technological complementarity, and talent exchange [2] - Encouraging government departments or industry leaders to form industrial alliances can enhance cooperation across the supply chain and shift the industry from isolated competition to collaborative synergy [2] Conclusion - The implementation of the "optimization, upgrading, innovation, integration" strategy may help the petrochemical industry move away from the "red ocean" of homogenized competition towards a "blue ocean" characterized by quality, technology, and ecological focus, thus ensuring sustainable and healthy development [2]