Core Insights - The global chemical industry is facing structural imbalances in basic products, characterized by low-end capacity duplication and insufficient high-end supply [1] - The "14th Five-Year Plan" for the chemical industry will focus on high-quality development, innovation-driven growth, and a modern industrial system that is green, safe, and controllable [2] Group 1: Structural Challenges - The traditional top-down planning model has led to severe homogenization of production capacity across regions, exacerbating supply-demand imbalances [1] - The changing social demand structure necessitates a shift towards "demand-driven supply" to rewrite industrial planning logic [1] Group 2: Strategic Objectives - The "15th Five-Year Plan" will emphasize the "strong country" goal, enhancing new quality productivity, global competitiveness, and security assurance in the chemical industry [2] - The plan will adopt a localized approach to identify suitable product routes and build differentiated advantages through various strategic directions [2][3] Group 3: Structural Adjustments - The plan will continue the high-end structural adjustment approach from the "14th Five-Year Plan," focusing on deep supply-side structural reforms [3] - It will encourage vertical extension of the industrial chain and promote upstream development of specialty raw materials, midstream processing capabilities, and downstream high-value-added products [3] Group 4: Innovation and Technology - The chemical industry must integrate technological and industrial innovation, enhancing the soft environment and strengthening hard technology to elevate industry capabilities [4] - The focus will be on green, safe, and intelligent innovations, transitioning towards low-carbon and intelligent manufacturing [4][5] Group 5: Green Transformation - The industry will pursue a comprehensive green low-carbon transformation, leveraging renewable energy for chemical processes and promoting low-carbon technologies [5] - Emphasis will be placed on safety through advanced technologies and digital solutions to enhance operational safety and efficiency [5] Group 6: Industry Mapping - A detailed industry map will be essential for the "15th Five-Year Plan," providing macro guidance for local industrial planning and showcasing the entire industrial chain [6] - The mapping will include various aspects such as competitive landscape, growth potential, and regional collaboration [6][7]

Group 1 - The stability of global supply chains is crucial for national competitiveness and strategic security, with current challenges including extreme weather, geopolitical conflicts, and public health events increasing the risk of trade disruptions [1] - The rise of unilateralism and trade protectionism is exacerbating global trade frictions, leading some countries to attempt to create closed supply chain "circles," which disrupts global supply chain order [1] - The application of digital technologies in supply chains has introduced risks such as digital security issues, digital barriers, and information asymmetry, complicating efficient collaboration between upstream and downstream entities [1] Group 2 - Many countries are diversifying their supply chains to ensure security, which raises the need for enhanced cooperation among nations in infrastructure, regulatory frameworks, and digital platforms [2] - Strengthening infrastructure connectivity is essential for global supply chain operations, requiring the construction of comprehensive logistics networks that facilitate the free flow of goods, information, and resources [2] - There is a need for increased investment in new infrastructure, such as e-commerce platforms and cross-border payment systems, to lower search costs and enhance global supply chain cooperation [3] Group 3 - Aligning rules and standards among countries is necessary to reduce supply chain costs and improve efficiency, requiring coordination of technical specifications and industry standards [3] - Active participation in multilateral cooperation mechanisms and high-standard regional trade agreements is vital for maintaining supply chain stability and establishing a predictable framework for cooperation [4] - Establishing a cross-border information sharing mechanism and unified supply chain standards can enhance international standardization levels and facilitate better supply chain collaboration [4] Group 4 - The application of digital technologies is crucial for improving the stability of global supply chain cooperation, enabling smart resource allocation and risk monitoring [5] - Digital trade platforms can play a significant role in stabilizing global trade and enhancing supply chain management capabilities, helping to mitigate risks associated with external uncertainties [5] - Integrating physical goods with digital services can improve responsiveness to supply and demand changes, thereby reducing supply chain risks [5]