近日，工业和信息化部等7部门联合印发的《石化化工行业稳增长工作方案（2025—2026年）》（下称 《方案》）提出，2025年至2026年，石化化工行业增加值年均增长5%以上。 当前，基础有机原料市场竞争加剧、高端精细化学品供给不足，国内需求增速放缓、外部不确定性增 加，是制约石化化工行业发展质量和效益提升的主要矛盾。期货日报记者发现，《方案》聚焦石化化工 行业发展面临的新形势、新挑战，旨在统筹推进稳增长和促转型，坚持培育行业增长新动能和更新旧动 能相结合、供给质量提升与内外需求拓展相结合、市场主导与政府引导相结合，着力实现石化化工行业 质的有效提升和量的合理增长，夯实行业高质量发展基础。 "《方案》向石化化工行业传递出政策重心转向精细化调控的清晰信号。"广发期货能化分析师苗扬表 示，《方案》对石化化工行业提出了一系列新要求：必须从规模扩张转向质量效益提升；重点发展电子 化学品、高性能材料等高端产品；加快全流程自动化改造和减污降碳技术应用；投资导向体现"有扶有 控"；严格限制炼油等结构性错配产能；重点支持技术改造、安全升级以及与新能源等新兴领域对接的 项目。 苗扬认为，《方案》对石化行业稳增长的影响是结构性的 ...

Group 1 - The glass futures market has seen a significant increase, with the main contract closing at 1100 yuan/ton, marking a three-month high, driven by strong market sentiment and increased capital inflow [1] - There is a cautious attitude among glass industry players, with many expressing reluctance to accept high prices, as evidenced by declining quotes from traders in Shihezi [1] - The National Development and Reform Commission has implemented a capacity warning mechanism for key industrial products, including flat glass, indicating a focus on energy conservation and carbon reduction [1] Group 2 - In the building materials glass sector, some companies are opting for proactive cold repairs while waiting for further news, leading to a reduction in glass inventory [2] - The glass production lines have been affected, with four lines reported to be offline, resulting in a daily melting capacity loss of 2800 tons [2] - The cautious approach is also reflected in the downstream processing sector, where companies are only willing to take short-term orders due to tight cash flow in real estate projects [2] Group 3 - There is a prevailing atmosphere of caution in the market, with some investors betting on the effectiveness of policy implementation, while the actual demand remains uncertain [3] - The recent price recovery in the glass market has not translated into confidence among traders, who remain wary of the sustainability of the price increase without real order support [3] - The divergence in stock market performance is evident, with leading companies in the photovoltaic glass sector seeing stock price increases, while automotive and building materials glass companies experience volatility [2]