春节见闻⑦ | 辽宁大连:港产联动启万亿新程,科创赋能绘振兴新篇
申万宏源研究·2026-02-20 07:01

Core Viewpoint - Dalian is positioned as a "trillion-dollar city" with a strong industrial foundation, particularly in traditional industries like petrochemicals and equipment manufacturing, which are crucial for its economic growth [2][4]. Group 1: Port and Logistics - Dalian Port is the largest comprehensive port in Northeast China, with a container throughput exceeding 5.4 million TEUs in 2025, ranking fourth globally [2]. - The port's performance reflects the resilience of Dalian's traditional industries, with a 3.6% year-on-year increase in foreign trade container throughput [2]. - The sea-rail intermodal transport volume reached over 540,000 TEUs, marking a 5.8% increase year-on-year, showcasing Dalian's logistics advantages [2]. Group 2: Traditional Industries - Dalian's traditional industries, particularly petrochemicals and equipment manufacturing, account for over 80% of its manufacturing sector, serving as the economic "ballast" [4]. - The petrochemical industry has established a complete industrial chain from crude oil processing to fine chemicals, with a target to build a 500 billion yuan green petrochemical cluster by 2025 [5]. - The industrial added value of Dalian's petrochemical sector is expected to grow by 8.9% year-on-year, reflecting a shift from "heavy" to "light" and from "quantity" to "quality" [5]. Group 3: Innovation and Research - The Dalian Institute of Chemical Physics is a key driver of innovation, focusing on core technology breakthroughs in energy chemistry and fine chemical materials [6][7]. - The institute has made significant advancements, including the development of high-efficiency iron-based photocatalytic materials and magnesium-based solid-state hydrogen storage materials [7]. - A comprehensive transformation system from basic research to industrialization has been established, addressing the disconnect between laboratory breakthroughs and production lines [10]. Group 4: Future Development - Dalian aims to cultivate seven industrial clusters worth over 100 billion yuan during the 14th Five-Year Plan, with green petrochemicals projected to reach 500 billion yuan [10]. - The city is focusing on the new materials industry, with plans to build a new materials industrial park in the Puwan Economic Zone, targeting key material technology challenges [10]. - Industrial technology renovation investment is expected to grow by 14.5% year-on-year, providing strong momentum for the transformation and upgrading of the materials industry [10].

春节见闻⑦ | 辽宁大连:港产联动启万亿新程,科创赋能绘振兴新篇 - Reportify