据悉，自2023年，全国"安全生产月"活动以"人人讲安全 个个会应急"为主题，每年聚焦解决一个人民 群众最关心、应急管理领域最突出的实际问题，取得了良好的活动成效和社会反响。今年活动聚焦"查 找身边安全隐患"，对于全面排查整治事故隐患，防范化解重大安全风险，提高企业安全管理水平和基 层应急管理能力具有很强的现实意义。 中国海油发布《中国海油2025年"安全生产月"暨"生态环境保护宣传周"活动方案》，并提出将围绕"一 件事"全链条安全整治，扎实推进中国海油安全生产治本攻坚三年行动，落实"安全风险管理季"管理提 升活动，重点开展六方面工作。一是深入学习贯彻习近平生态文明思想和习近平总书记关于安全生产重 要论述和重要指示批示精神。二是开展"查找身边安全隐患"系列行动，进一步提升全员风险防范意识。 三是开展"安全宣传咨询日"和安全宣传"五进"活动。四是开展"生态环保宣传周"活动。五是开展 QHSE(质量健康安全环保)管理体系学习。六是开展多样化主题活动。 5月30日，中国化学在中煤榆林煤炭深加工基地项目启动2025年"安全生产月"主题活动暨中煤榆林煤炭 深加工基地项目"安全生产月"活动。中国化学党委常委、副总经理胡富 ...

深入贯彻中央八项规定精神学习教育工作启动以来，齐翔腾达紧扣"学查改促"四个关键环节，将作风建 设与企业治理深度融合，以思想"破冰"推动行动"突围"，以刀刃向内的决心破解发展难题，以"走在 前、做示范"的担当在贯彻中央八项规定精神上不松劲、不停步、再出发，坚决打好作风建设攻坚战、 持久战、总体战。 以"学"筑基，思想破冰引领行动突围。齐翔腾达坚持将理论学习作为"立身之本、成事之基"，通过推动 学习型党组织建设，推动党员干部从"被动学"向"主动悟"转变。公司党委以"大墙会议""TBP八步工作 法"等创新工具为载体，组织全员深入研讨降本增效、安全生产等核心议题，将理论学习与生产实践紧 密结合。通过党委理论学习中心组学习、"三会一课"、政治学习等多种形式，实现了学习教育全覆盖。 同时，公司注重创新学习方式，如利用线上学习平台，推送学习资料、视频课程，方便职工随时随地学 习；开展交流研讨，组织党员干部结合自身工作实际，谈认识、谈体会、谈打算，在思想碰撞中深化认 识。 以"查"明责，刀刃向内深挖问题根源。齐翔腾达坚持"问题导向"，以刀刃向内的勇气，全面深入开展问 题查摆，通过"揭短亮丑""全员找茬"等机制，构建起覆盖生产 ...

Investment Rating - The report suggests a positive outlook for the refrigerant sector, recommending attention to companies such as Juhua Co., Sanmei Co., and Yonghe Co. due to expected demand growth and price increases in refrigerants [5]. Core Insights - The refrigerant market is entering a demand peak season, with prices and margins for major refrigerant types on the rise. The report highlights the impact of high summer temperatures and supply constraints due to quota policies [5][25]. - The explosion at Youdao Chemical has raised concerns in the pesticide industry, potentially affecting supply and prices of intermediates like K amine, while stricter regulations may benefit leading companies with better safety and management practices [4][5]. Summary by Sections 1. Key Chemical Product Price Tracking - Notable price increases were observed in formic acid (6.52%), dichloromethane (4.36%), and acrylamide (4.55%), while TMA and dichloromethane saw significant declines [13][18]. 2. Polyurethane - MDI prices decreased while TDI prices increased due to seasonal demand fluctuations and maintenance schedules at several production facilities [16]. 3. Agricultural Chemicals - Glyphosate prices rose slightly to 23,397 CNY/ton, supported by strong demand and reduced supply from some factories [18]. 4. Fluorinated Chemicals - Prices for third-generation refrigerants R32 and R134a increased, driven by seasonal demand and supply constraints. R32 is priced at 51,000 CNY/ton, and R134a at 48,500 CNY/ton [25][32]. 5. Phosphate Fertilizers - Prices for monoammonium phosphate and diammonium phosphate remained stable, with production pressures and inventory levels being closely monitored [20][21]. 6. Urea and Potassium Chloride - Urea prices decreased to 1,863 CNY/ton due to market adjustments and reduced export volumes, while potassium chloride prices remained stable at 2,956 CNY/ton [21][24].

Core Viewpoint - The article emphasizes the importance of safety production and the role of Henan Zhong'an Jianpei Education in promoting safety awareness and emergency response training during the national "Safety Production Month" [1][3]. Group 1: Company Initiatives - Henan Zhong'an Jianpei Education actively participates in safety production education and training, providing customized safety training courses for enterprises, such as the recent "2025 Henan Inspection Group Safety Production Training Class" [3]. - The company focuses on enhancing employees' understanding of safety production, practical safety skills, and emergency response methods through theoretical lectures, case studies, and practical exercises [3]. - The organization also engages in public safety awareness campaigns by utilizing online platforms to disseminate safety knowledge through articles and videos covering safety norms and emergency measures [3][4]. Group 2: Industry Context - The demand for professional safety personnel is increasing due to the growing severity of safety production issues, highlighting the need for education and training in this field [4]. - The company aims to cultivate more qualified safety professionals to support various industries in ensuring safety production [4]. - The commitment to improving educational quality and innovating training methods is essential for fostering a safe and harmonious social environment [4].

Group 1 - The theme of the 24th National "Safety Production Month" in June is "Everyone Talks About Safety, Everyone Can Respond - Identify Safety Hazards Around Us" [1] - Guangdong is implementing a comprehensive safety hazard investigation and management initiative as part of the 2025 "Hazard Investigation and Management Year" campaign, focusing on enhancing public awareness of safety hazards [1] - The province has dispatched approximately 12,000 experts to assist around 9,700 enterprises in improving safety measures [1][6] Group 2 - The aluminum processing industry faces significant safety risks, including high-temperature aluminum liquid explosions and natural gas explosions, prompting the implementation of digital transformation projects in 60 aluminum processing enterprises [2] - As of now, Huizhou has established a classification and management system for 4,372 enterprises, identifying over 10,800 safety issues, including 219 major accident hazards [2] - Dongguan is conducting thorough inspections across 20 key tasks to manage safety risks and establish a comprehensive hazard database [3] Group 3 - Various departments are issuing action plans for the "Hazard Investigation and Management Year," focusing on different sectors such as transportation and forestry to enhance safety management [4] - The use of drone technology for inspecting tailings ponds has improved efficiency in identifying safety hazards, demonstrating the integration of technology in safety management [5] Group 4 - A total of 18,800 expert visits have been made across various sectors, with 12,000 visits specifically in safety production, assisting around 9,700 enterprises [6] - The establishment of an online safety production consultation platform has enabled efficient matching of expert advice to enterprise needs, with a 94% response rate to inquiries [6]

今年"安全生产月"期间，湖北省水利厅将围绕习近平总书记关于安全生产的重要论述和重要指示批示精 神，组织开展"一把手"谈安全生产、"查找身边安全隐患"、水利安全生产风险管控"六项机制"主题宣 传、"安全宣传咨询日"公益讲座、水利安全监管培训班等"安全生产月"系列活动，营造"人人讲安全、 个个会应急"的良好氛围。 会议强调，要自觉把思想和行动统一到习近平总书记重要指示精神和省委、省政府决策部署上来，严格 落实"党政同责、一岗双责""管行业必须管安全、管业务必须管安全、管生产经营必须管安全"责任，抓 实抓细安全生产各项工作。要重点抓好以下四个方面的工作：一是切实推动治本攻坚"三年行动"和风险 管控"六项机制"落实落地；二是切实管好在建工程安全度汛；三是切实确保水旱灾害防御安全；四是严 防安全风险向社会领域延伸。 会议要求，各地各单位加强值班值守，采取有力措施消除各类风险隐患，坚决杜绝风险想不到、隐患查 不出、排查走过场，坚决遏制重特大事故，全力守好水利发展的安全红线、底线，为湖北建设全国构建 新发展格局先行区提供更加坚实有效的安全支撑。 厅安委会成员单位负责同志参加会议，厅直单位相关同志视频参会。 本站讯 今年6月 ...

证券研究报告 | 行业点评 gszqdatemark 2025 06 03 年 月 日 基础化工 硝化棉：怎么看，机会在哪里？ 硝化棉供给连续、大幅收缩，近期又生事故。2025 年 5 月 30 日，河北衡 水建民纤维素车间突发煮洗釜爆炸事故，影响硝化棉供给 9000 吨。 2013 年我国共有北化、台硝、雪飞等十余家硝化棉厂商，产量合计约 7.6 万吨，近年来供给连续大幅收缩：2023 年北化关停西安产线后产能减少 2.5 万吨、2024 年雪飞爆炸影响 2 万吨、2025 年建民爆炸影响 9000 吨。 下游成本不敏感，价格弹性可期。硝化棉应用领域包括： ·民用：美式涂装是美国仿古家具涂装方式的简称，这种家具目前在美国 市场占有相当大的比例。美式涂装用涂料目前主要以硝基漆为主，硝基漆 的主要特点为干燥快、易施工、抗刮性好、装饰性好。硝化棉是硝基漆的 主要成膜物质，由于硝基漆为低固含涂料，溶剂占比高达三分之二（一般 而言，涂料配方以树脂、助剂、颜填料为主，溶剂为辅），再加上美式涂装 家具售价高昂，硝化棉穿透到终端成本占比极低，价格不敏感； ·军用：硝化棉是人类在中国人发明黑火药之后学会制备的第二种炸药， 作 ...

Group 1: Economic Development and Policy Implementation - The Suzhou Municipal Committee emphasizes the importance of accelerating the implementation of various incremental policies to promote economic recovery and achieve annual targets [2][3] - The city aims to enhance its economic performance through strategic actions in areas such as project recruitment, green transformation, and improving the business environment [2][3] - The focus is on achieving a GDP growth of over 6% in the first half of the year, with a commitment to innovation and reform to drive economic advancement [3][4] Group 2: Innovation and Technological Advancement - The meeting highlights the necessity of innovation, reform, and opening up to enhance the city's core competitiveness [4][5] - The goal is to increase R&D investment to over 4.2% of GDP by 2025, with a target of 1,200 billion yuan in technology contract transactions and over 18,000 high-tech enterprises [5] - Efforts will be made to support the integration of technology and industry, focusing on key technologies and innovative products [5][6] Group 3: Social Welfare and Environmental Sustainability - The city aims to ensure that development benefits all citizens, with a focus on education and social welfare improvements [7][8] - Environmental protection is prioritized, with initiatives to combat pollution and enhance ecological restoration [8][9] - The integration of artificial intelligence and data-driven solutions is expected to improve governance and public services, enhancing overall quality of life [9]

Core Viewpoint - The Tianjin Emergency Management Bureau is conducting a safety production campaign in the hazardous chemicals sector, addressing challenges and enhancing regulatory measures to ensure compliance and safety [1][2] Group 1: Current Situation - The overall safety situation in Tianjin's hazardous chemicals sector is stable, but issues such as inadequate implementation of corporate responsibilities and superficial self-inspection by companies have been identified [1] - Problems include equipment operating with defects and recurring safety hazards, indicating a tendency to prioritize production over safety [1] Group 2: Regulatory Challenges - Internal supervision mechanisms in some companies are insufficient, and the internal reporting and reward system for safety issues is not fully implemented, leading to difficulties in exposing and addressing potential risks [1] - Regulatory effectiveness needs improvement, with some districts exhibiting a lack of comprehensive inspection methods and lenient enforcement practices [1] Group 3: Action Plan - Districts and chemical parks are required to mobilize and redeploy efforts for the safety campaign, ensuring that the action plan reaches all levels of operation [2] - Focus areas for improvement include contractor management, high-risk operations, and emergency response, with a comprehensive approach to hazard identification and responsibility enforcement [2] - Emergency management agencies are to conduct thorough inspections of key enterprises to identify shortcomings in safety production practices [2]

Group 1 - The meeting emphasized the need for a more resolute approach to safety production hazard investigation and rectification, focusing on high-risk sectors such as chemicals and coal [1] - There is a call for stricter implementation of safety prevention measures in key areas including chemicals, fire safety, road traffic, mining, schools, and urban gas to ensure a stable safety production situation [1] - The meeting highlighted the importance of fulfilling safety production political responsibilities, tightening local, regulatory, and corporate responsibilities to ensure thorough execution of safety measures [1] Group 2 - The need for better coordination between development and safety was stressed, with a focus on industrial operations, promoting consumption, expanding investment, project construction, and foreign trade to stabilize employment, businesses, markets, and expectations [1]