业内专家重磅解读！新质生产力如何重构化肥行业增长逻辑？

Core Viewpoint - The "Work Plan for Stable Growth in the Petrochemical Industry (2025-2026)" emphasizes the importance of ensuring fertilizer production and supply stability, optimizing production management, and promoting innovative development of various types of fertilizers [1][5]. Group 1: Nitrogen Fertilizer Industry - The nitrogen fertilizer industry aims to strengthen capacity regulation to ensure supply stability and reasonable profits for enterprises, with projected capacities for synthetic ammonia and urea exceeding 82 million tons and 73 million tons respectively by 2025 [1][5]. - The industry is encouraged to pursue green and low-carbon transformation by reducing energy consumption and carbon emissions, while upgrading to advanced, high-efficiency equipment [1][5]. - The focus on technological innovation is crucial for driving industry upgrades, with an emphasis on clean and efficient gasification and advanced gas purification technologies [2][6]. Group 2: Potassium Fertilizer Industry - The plan highlights the need for overseas resource development, with Chinese companies achieving significant potassium resource discoveries in Laos, totaling approximately 1 billion tons [3][7]. - The potassium fertilizer industry is evolving towards functional products and balanced capacity distribution, integrating services such as soil testing and intelligent logistics [3][7]. - A strategic focus on high-quality development and technological innovation is essential, with an emphasis on coordinating domestic and international markets [3][7]. Group 3: Phosphate Fertilizer Industry - The phosphate fertilizer industry aims to enhance resource utilization and value chain efficiency, focusing on extending, supplementing, and strengthening the industry chain [4][8]. - Emphasis is placed on technological innovation to improve the utilization of by-products and develop green production processes [4][8]. - The industry is encouraged to adopt digital technologies to enhance competitiveness and achieve sustainable development goals [4][8].