《石化化工行业稳增长工作方案(2025—2026年)》提出，扩大有效投资，促进转型升级，科学调控重大 项目建设;加强现代煤化工项目规划布局引导，防范煤制甲醇行业产能过剩风险；适度布局煤制油气、 煤制化学品项目，开展煤化工与新能源耦合、先进材料、技术装备、工业操作系统等产业化应用示范， 以及二氧化碳捕集、利用及封存工程示范。 然而，"碳多氢少"的先天不足使煤化工成为排碳大户。做好碳排放的"减法"，成为必然。 我国70%以上的合成氨、甲醇产能以煤为原料，43%的乙二醇产能采用煤化工路线。在合成氨和甲醇两 种产品纳入碳交易市场已进入倒计时的背景下，煤化工企业实现源头减碳、过程降碳、末端固碳及二氧 化碳资源化利用刻不容缓。 2025年11月11日，陕煤集团榆林化学有限责任公司400万吨/年碳捕集与封存(CCS)示范项目先导试验工 程榆碳1井首次注入成功，二氧化碳"捕集—输送—封存"项目全流程打通，填补了我国现代煤化工大规 模碳捕集与封存工程化应用领域的空白。该公司总经理段立波表示，项目为在西北地区构建国家级碳减 排示范基地提供了技术支撑与工程实践经验，助推煤化工行业低碳绿色发展。 在做好"减法"的同时，煤化工与新能源 ...

Group 1 - The petrochemical industry is transitioning from fuel to material properties, driven by global energy transformation, leading to breakthroughs in technology and equipment [1] - China's traditional refining capacity is facing oversupply pressure, prompting a focus on the "reduce oil, increase chemicals" strategy to enhance the production capacity of chemical raw materials like ethylene and propylene [1] - The industry is confronted with external pressures such as intensified geopolitical conflicts and cost advantages in the Middle East and North America, necessitating diversification of raw materials and technological innovation [1] Group 2 - The coal chemical industry is accelerating its green and low-carbon transformation, with developments in coal-based specialty fuels and biodegradable materials [1] - The deep coupling of coal chemical and new energy is seen as an inevitable trend, potentially leading to zero-carbon emissions through the use of green electricity and hydrogen [2] - The industry must strengthen supply chain security by replacing imported equipment with domestic alternatives, as demonstrated by the delivery of over 680 sets of equipment for major coal chemical and refining projects [2]