Workflow
绿色低碳
icon
Search documents
研判2025!中国软泡聚醚行业价格、产能及消费量分析:行业产能过剩凸显,价格承压下行趋势延续[图]
Chan Ye Xin Xi Wang· 2025-07-05 01:08
Industry Overview - As of late May 2025, the price of soft foam polyether in China is 0.73 million yuan per ton, a year-on-year decrease of 19.65% [1][9] - The decline in prices is attributed to the fluctuation and decrease in upstream raw material prices, such as propylene oxide, and rapid expansion of domestic production capacity, which reached 9.5 million tons per year by February 2025, with expectations to exceed 11 million tons per year [1][9][10] - The rapid increase in production capacity has led to a significant rise in market supply, while demand growth has not kept pace, resulting in an imbalance between supply and demand [1][9] Industry Development History - The soft foam polyether industry in China has undergone four main stages: the initial stage (1989-1993), rapid development (1993-1999), technological innovation (2000-2010), and green development (2010-present) [3][4][5] - The initial stage saw the establishment of the first large-scale polyether production facility in Tianjin, marking the beginning of industrial production [3] - The rapid development phase was characterized by the introduction of new products and significant increases in production capacity, with a focus on high-end applications [3] - The technological innovation phase involved advancements in production technology and increased government support for new materials [4] - The current green development phase emphasizes technological breakthroughs in catalysts and sustainable practices due to stricter environmental regulations [5] Industry Supply Chain - The upstream of the soft foam polyether industry includes basic chemical raw materials (propylene oxide, ethylene oxide), initiators (glycerol, propylene glycol), catalysts, and production equipment [7] - The midstream involves the manufacturing of soft foam polyether, while the downstream applications span across furniture, automotive, footwear, construction insulation, waterproof coatings, and packaging materials [7] Current Industry Status - The total production capacity of soft foam polyether in China was 9.413 million tons in 2024, with a year-on-year growth of 2.34% [10] - Major companies like Wanhua Chemical, Longhua New Materials, and Changhua Chemical dominate the market, leveraging their technological and scale advantages [10][14] - The consumption of soft foam polyether in the first four months of 2025 reached 122.56 thousand tons, a year-on-year increase of 7.15%, driven by recovery in downstream sectors like furniture and automotive [12] Key Companies' Performance - Wanhua Chemical Group, established in 1978, is a significant player in the global polyether market, focusing on technological innovation and expanding its production capacity [18] - Longhua New Materials, founded in 2011, has become a leading company in the domestic soft foam polyether industry, achieving a market share of 30% in polymer polyols [16] - In 2024, Longhua New Materials reported a revenue of 5.624 billion yuan, a year-on-year increase of 12.01% [16] Industry Development Trends - The industry is expected to see optimization of production capacity and increased concentration, with leading companies like Wanhua Chemical and Longhua New Materials driving capacity consolidation [20] - There is a strong emphasis on technological innovation and green transformation, with companies adopting low-VOC formulations and developing bio-based polyethers [21][22] - Downstream demand is diversifying, with traditional markets slowing while new sectors like automotive and cold chain logistics are emerging as key growth areas [23]
ST新潮: 2024年度社会责任报告
Zheng Quan Zhi Xing· 2025-07-04 16:33
山东新潮能源股份有限公司 2024 年度社会责任报 山东新潮能源股份有限公司 山东新潮能源股份有限公 社会责任报告 山东新潮能源股份有限公司 2024年度社会责任报告 一、关于本报告 本报告是山东新潮能源股份有限公司自2014年起连续第十一年发布的社会 责任报告。报告阐述了2024年公司在环境保护、社会责任、公司治理等方面作 出的努力,回应利益相关方的期望与关切。 组织范围 本报告编写对象为山东新潮能源股份有限公司,为便于表达,在报告的表 述中分别使用"ST新潮"、"新潮能源"、"公司"、"我们"等。 时间范围 本报告为山东新潮能源股份有限公司发布的年度社会责任报告,报告期 为2024年1月1日至2024年12月31日,为增强报告可比性及前瞻性,部分内容有所 延伸。 内容说明 公司承诺本报告内容不存在任何虚假记载、误导性陈述或重大遗漏。本报 告所使用数据均来自公司的正式文件和统计报告。 编制流程 本报告编写经过国内外企业社会责任标准分析、同行业企业社会责任报告 对标、社会责任访谈与培训、管理层审定等步骤,确保报告信息客观、规范、诚 信、透明。 ?上海证券交易所《上海证券交易所上市公司自律监管指引第1号—规范运 ...
青岛市开展“无废城市”建设成效专题调研
Qi Lu Wan Bao Wang· 2025-07-04 14:37
座谈会上,调研组听取了青岛市"无废城市"建设专班工作情况介绍,并进行了深入交流。截至目前,青岛市加快绿色制造体系建设,编 制发布《青岛市碳达峰试点城市实施方案》,入选山东省绿色低碳高质量发展重点项目名单91个,总投资超过1500亿元;打造国家级绿 色工厂68家、绿色供应链管理企业17家,一般工业固体废物产生强度为0.24吨/万元,居全省首位、全国先进水平;出台建筑垃圾减量化 实施方案,新建民用建筑100%执行绿色建筑标准;倡导社会共建,打造各领域"无废细胞"899个;入选国家废旧物资循环利用体系建设 重点城市,节能环保产业集群入选国家战略性新兴产业集群;积极推广绿色建材一体化交易监管平台,平台交易额累计突破65.02亿元; 推进全部4A级以上景区开展"无废景区"建设,首次将"无废场景"融入第34届青岛国际啤酒节;发布"无废城市"建设三大品牌形象,围绕 世界无废日、六五环境日等主题开展线上线下(300959)主题宣传活动110余场,以"美丽山东无废同行"志愿服务为依托,开展"无废城 市"建设进校园、进社区、进企业等系列宣传活动,营造共建、共治、共享的"无废青岛"建设氛围。 齐鲁晚报.齐鲁壹点李自强通讯员赵雁华臧 ...
瞄准供应链绿色转型,农产品流通可持续发展项目将结项
Xin Jing Bao· 2025-07-04 14:22
Core Insights - The "Sustainable Development Project for Agricultural Product Circulation" is concluding after three and a half years, aiming to establish a green planting and circulation evaluation mechanism [1] - The project promotes a green low-carbon transformation of the agricultural product supply chain through standard construction, capacity training, pilot promotion, and base evaluation [1][2] - The project has developed multiple sustainable supply chain standards and has been adopted by local governments for training high-quality farmers, contributing to regional agricultural green development [1][2] Group 1 - The project covers over 20 provinces, focusing on key fruit and vegetable production areas such as Ningxia, Inner Mongolia, Yunnan, and Hebei, training over 10,000 farmers and more than 2,000 cooperatives [2] - Hundreds of enterprises and fruit and vegetable bases have engaged in sustainable planting management and standardized practices, enhancing the source management capability and circulation efficiency of fresh agricultural products [2] - The project has involved multiple brands and enterprises, helping them identify quality production bases and improve sustainable planting assessments [2]
聚力环保科技,环保板材创新先锋千年舟开辟绿色发展新路径
Core Viewpoint - The company, Qian Nian Zhou Group, is actively pursuing green and low-carbon development in the manufacturing industry, emphasizing the integration of environmental technology into its product development and production processes to meet consumer demand for sustainable living [1][4]. Group 1: Technological Innovation - Qian Nian Zhou has established research institutions and increased R&D investment, focusing on collaboration with top scientific resources to enhance technological advancements in the industry [2]. - The company has developed a smart manufacturing model, integrating advanced production lines and automation to improve efficiency and resource utilization [2]. - The R&D team consists of over 100 personnel, including senior engineers and doctoral researchers, dedicated to exploring new product development in engineered wood products [2]. Group 2: Product Development - The company has introduced a range of eco-friendly products, including formaldehyde-free boards and antibacterial materials, to cater to the growing consumer demand for healthy living environments [3][5]. - Innovations include the "Graphene Black Gold Board," which incorporates multiple functions such as antibacterial and anti-viral properties, enhancing the safety and environmental performance of home products [5]. Group 3: Green Initiatives - Qian Nian Zhou has launched a "Dual Carbon Five-Year Plan" to promote green development across six dimensions, including green supply, manufacturing, products, public welfare, services, and management [4]. - The company aims to create a complete home ecosystem through its "Green Healthy Home" strategy, focusing on environmentally friendly materials and processes [4]. Group 4: Cultural Empowerment - The company is leveraging traditional Chinese culture to enhance its product offerings, creating a unique aesthetic that resonates with consumers' emotional and cultural values [7][8]. - Initiatives include collaborations with cultural heritage practitioners and design competitions to integrate cultural elements into product innovation [7]. Group 5: Market Positioning - Qian Nian Zhou is positioning itself as a leader in the green and sustainable home furnishing market, responding to the increasing consumer preference for environmentally responsible products [1][4].
国网天水供电公司:当好关中平原城市群“电管家”,激活经济新动能
夏日的天水,生机勃发。7月3日,在清水县黄门工业园内,华贸新材料科技有限公司的 车间里机器轰鸣,一批批高性能复合陶瓷材料正源源不断下线。"从项目签约起,供电公司 就主动对接,7天完成临时用电接入,为项目推进抢出了宝贵时间。"企业董事长助理蒋晓深 有感触地说。这个投资规模创清水县历史之最的项目,正是国网天水供电公司以优质电力服 务护航地方经济发展的生动注脚。 天水市产业基础扎实、区域优势显著,经济发展环境良好。今年以来,天水市经济持续 发展,用电需求不断攀升,同时,新能源资源丰富,具备大规模开发和利用的潜力。国网天 水供电公司深入实施"优化营商环境提质增效年"行动,全域优化电力营商环境,为全经济发 展注入强劲动能。 在要素保障方面,该公司打出政策"组合拳",对160千瓦及以下小微企业实行"零投 资"接电,2024年以来累计为企业节省办电成本7712万元,线上办电率达90%以上,客户满 意度持续保持在99%以上;通过直购电交易为华天科技等龙头企业降低用电成本1.14亿元; 创新"电e金服"产品,协助83家中小企业获得普惠金融贷款1.6亿元。 华贸项目成功送电的背后,是政企协同的创新实践。清水县成立由多部门联合的项 ...
山西证券研究早观点-20250704
Shanxi Securities· 2025-07-04 01:04
研究早观点 2025 年 7 月 4 日 星期五 市场走势 【今日要点】 资料来源:最闻 国内市场主要指数 资料来源:最闻 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,461.15 | 0.18 | | 深证成指 | | 10,534.58 | 1.17 | | 沪深 | 300 | 3,968.07 | 0.62 | | 中小板指 | | 6,604.69 | 1.42 | | 创业板指 | | 2,164.09 | 1.90 | | 科创 | 50 | 984.95 | 0.24 | 分析师: 李召麒 执业登记编码:S0760521050001 电话:010-83496307 邮箱:lizhaoqi@sxzq.com 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 【行业评论】化学原料:新材料周报(250623-0627)-工信部印发绿色 低碳重要实施方案,生物航煤价格持续上涨 【公司评论】【山证新材料】骏鼎达新设山东基地 研究早观点 【今日要点】 【行业评论】化学原料:新材料周报(250623- ...
“智造之城”跑出高质量发展加速度
Su Zhou Ri Bao· 2025-07-04 00:35
亮眼的数据背后,是苏州加快培育新质生产力、推动高质量发展迈出的坚实步伐。近年来,苏州深 入学习贯彻习近平总书记对江苏、苏州工作重要讲话精神,因地制宜发展新质生产力,围绕构 建"1030"产业体系,瞄准高端化、智能化、绿色化发展目标,提质增效推动苏州新型工业化走在前、做 示范,"工业大市"加速向"智造之城"蝶变。 炎炎夏日,苏州企业里,智能车间精准作业,流水线高速运转,跨境订单频繁往来,勾勒出苏州经 济运行持续平稳向好的生动图景。今年1至5月,全市规上工业总产值突破1.9万亿元、同比增长4.7%, 规上工业增加值增速达8.1%;先进制造业发展展现强劲动能,规上高新技术产业产值同比增长7.1%, 占规模以上工业总产值的比重达56.2%,同比提高1.9个百分点。 强基固本:优势产业集群持续壮大 习近平总书记在江苏考察时强调,全面提升产业基础高级化和产业链现代化水平,加快构建以先进 制造业为骨干的现代化产业体系。 苏州是国内工业体量最大、配套最全、垂直整合能力最强的城市之一。坚守实体经济、构建现代化 产业体系,是发展之要。苏州牢记习近平总书记殷殷嘱托,完整准确全面贯彻新发展理念,以新型工业 化为主攻方向,强基固本、提 ...
科德宝:推动全产业链低碳升级,加码投资中国
Guo Ji Jin Rong Bao· 2025-07-03 23:19
"中国正迈向高质量发展,在绿色低碳、产业升级与创新驱动等方面与科德宝的可持续发展战略高 度契合。我们不仅关注自身的节能减排绩效,更注重通过创新产品和合作机制,帮助客户提升资源效 率。" 7月3日,科德宝集团中国地区代表王嘉毓在科德宝集团2024年—2025年可持续发展进展报告发布会 上向《国际金融报》等媒体表示。 据中国汽车流通协会乘用车市场信息联席分会发布初步统计,今年6月,全国新能源乘用车市场零 售107.1万辆,同比增长25%,环比增长4%,今年以来累计零售542.9万辆,同比增长32%;另据中国汽 车工业协会数据,2025年1月—5月,中国新能源汽车出口85.5万辆,同比增长64.6%。 面对中国新能源汽车产业爆发式增长与出海浪潮,作为汽车OEM领域的重要参与者,科德宝超 40%的销售收入来自汽车业务,其正基于"移动出行转型"战略,将新能源汽车视为核心发力点,旗下各 业务公司正努力深度匹配中国客户在移动出行变革中的多元需求。 王嘉毓表示,科德宝长期战略规划和中国市场蕴含的机遇非常吻合,科德宝持续看好中国本土投资 的价值。 在科技创新层面,科德宝集团以长三角为核心布局研发中心,不断加大本土研发投入,深度 ...
以形势任务宣讲凝聚奋进力量 书写油田高质量发展新篇章
Yang Shi Wang· 2025-07-03 12:54
专家贴近科研精准讲,充分发挥研究院专家技术优势,组织企业高级专家、一级工程师、二级工程 师开展精准宣讲;员工结合岗位互动讲,组织青年科研骨干梳理岗位职责,明确发展规划,通过"说我 所做、做我所说",不断在听、说、学、思、悟中提升业务水平和履职能力。基层党支部积极开展大讨 论活动,针对目前稳产上产的堵点、卡点问题座谈交流。广大干部员工齐心协力,提建议、出对策,想 在前、干在先,不断强化作风建设,全身心投入到科研生产中,积极为油田公司高质量发展贡献力量。 通过系统化、精准化的宣讲体系,不仅将战略部署转化为全员共识,更通过技术攻坚、岗位实践、 基层联动,构建起"思想引领—创新驱动—全员参与"的高质量发展生态。大港油田正以宣讲凝聚奋进力 量,以创新突破发展瓶颈,以绿色低碳重塑产业格局,为保障国家能源安全、服务京津冀协同发展贡献 更澎湃的"大港智慧"。 作为中国石油工业的重要力量,大港油田近年来在油气勘探、技术创新、绿色低碳等领域取得显著 成就。60余年的发展历程,昔日的盐碱滩已建设成为一个集石油及天然气勘探、开发、原油加工等多功 能于一体的油气生产基地。推动传统能源与新能源协同发展,为保障国家能源安全贡献"大港力量" ...