近日，英伟达CEO黄仁勋参加中国第三届中国国际供应链促进博览会(简称"链博会")受到市场关注。在 他来华时，美国政府已批准英伟达重新向中国销售H20GPU。数据显示，本届链博会境外参展商占比达 35%，比第二届提高三个百分点，美国参展企业数量较上届增长15%，继续位列境外参展商数量之首。 在美国对全球关税威胁尚未解除的背景下，H20的回归以及美国参展企业继续增长表明保护主义仍然难 以逆转全球化进程。近些年来，受贸易保护主义及地缘政治博弈加剧等因素影响，全球供应链体系被动 收缩重组和分化，欧美、日本等经济体改变单纯追求"效率优先"的目标，推进供应链多元化，以增强所 谓的供应链弹性与安全。 参加本届链博会的德国大陆集团以及舍弗勒、索恩格、博世等公司增加了在华新能源汽车供应链投资规 模，因为中国新能源汽车市场在规模和技术上都处于全球领先地位，它们参与中国电动化、智能化进 程，未来可以将源自中国的创新成果推向全球，赢得先机。 英伟达重返中国市场，是因为中国AI、汽车智能化以及人形机器人等产业发展将带来巨大规模的芯片 需求。众所周知，在全球AI研究领域中国人占据半壁江山。如果中国企业未来在AI领域超越美国，中 国大模型 ...

Industry Overview - The automotive engine industry in China has experienced rapid development since the 21st century, driven by policy support and market demand, with significant upgrades in technology and product performance [1][6] - The rise of new energy vehicles (NEVs) has led to rapid advancements in hybrid and pure electric engine technologies, becoming new growth points for the industry [1][6] - Domestic companies are increasing R&D investments to push the industry towards high-end and intelligent development [1][6] - Since 2017, engine production in China has begun to fluctuate and decline due to market saturation, weak fuel vehicle sales, and increasing penetration of new energy vehicles [1][6] Production and Sales Data - In 2024, China's engine production is projected to be 237,766.8 million kilowatts, a year-on-year decrease of 1.5% [1][6] - From January to April 2025, the cumulative engine production was 77,867.8 million kilowatts, down 0.7% year-on-year [1][6] - The overall sales of fuel vehicles in China for 2024 are expected to be 12,767,400 units, reflecting an 11% year-on-year decline [10] Market Dynamics - The engine industry is characterized by a dual-track competition between traditional fuel engines and new energy power systems, with a focus on technological innovation and market adaptation [15][16] - The market is increasingly competitive, with foreign brands like Volkswagen and Toyota maintaining advantages in high-end fuel engines, while domestic brands like BYD and Geely rapidly expand their market share in the new energy sector [15][16] Regional Production Distribution - The production of engines in China is concentrated in economically developed regions, with East China accounting for approximately 38.83% of total production in 2024 [8] Future Trends - The aviation engine sector is expected to accelerate the process of domestic substitution and self-sufficiency, with policies supporting the development of key technologies [22] - The automotive engine industry is transitioning towards greener and smarter technologies, driven by government policies and consumer demand for lower emissions and higher efficiency [23][24] - Collaboration within the engine industry supply chain and international partnerships are becoming increasingly important for enhancing competitiveness and driving technological advancements [25]

内容概要：醋酸乙酯（EA）又称乙酸乙酯，是一种用途广泛的精细化工产品，也是一种重要的有机溶 剂，具有优异的溶解性、快干性等优点。前两年，在供给侧结构性改革和环保政策双重推动下，落后产 能相继退出市场，整体产能增速趋缓甚至出现负增长。不过，随着河南瑞柏、湖南昌德等企业新建装置 的投产，2024年我国醋酸乙酯产能实现显著回升，达到430万吨，同比增长21.1%。此外，从产能利用 生产端看，受新增产能大量释放、出口需求增长等因素推动，我国醋酸乙酯产量呈现逐年递增态势。据 统计，2024年全国全年醋酸乙酯生产总规模同比增长16.05%达240万吨，行业产能利用率仍已连续三年 保持在50%以上。 相关上市企业：百川股份（002455）；华谊集团（600623）；江苏索普（600746）；华鲁恒升 （600426）；联泓新科（003022）等 相关企业：广西金源生物化工实业有限公司；龙南市豫腾环保材料有限公司；新沂市昱魁化工有限公 司；晋江市中南化工贸易有限公司；长沙市新鸿胜化工原料有限公司；武汉拓旭化工有限公司；甘肃合 力德化工有限公司等 关键词：产业链；醋酸乙酯产能；醋酸乙酯产量；醋酸乙酯进出口量；醋酸乙酯表观消费量 ...