李乐成表示，要坚持守正创新，深入研究"十五五"推进新型工业化的重大问题。聚焦保持制造业合理比 重、提出科学合理的目标指标、推动科技创新和产业创新深度融合、加快未来产业培育和发展、提升产 业链供应链韧性和安全水平、巩固提升信息通信业领先优势和竞争地位、提高重点行业治理水平等，研 究提出发展思路和目标任务，系统谋划重大工程和重大政策举措。 ● 本报记者 杨洁 近日，工业和信息化部部长李乐成在江苏省南京市主持召开"十五五"规划部分省市座谈会。李乐成表 示，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，也是基本实现新型工业 化深入实施、攻坚克难的关键阶段，编制好工业和信息化发展"十五五"规划，对推进新型工业化、建设 制造强国和网络强国意义重大。要锚定实现新型工业化这个关键任务，以推动高质量发展为主题，以发 展新质生产力为重点，以推动科技创新和产业创新深度融合为关键路径，以改革创新为根本动力，巩固 拓展优势、破除瓶颈制约、补强短板弱项，加快制造业高端化、智能化、绿色化发展，推动制造强国、 网络强国建设迈上新台阶，为基本实现社会主义现代化奠定更加坚实的物质技术基础。 李乐成表示，要准确把握开展好规划 ...

Core Viewpoint - The polycarbonate (PC) industry is at a critical stage of "climbing over hurdles," emphasizing the need for high-end, differentiated, and green development to transition from price competition to value competition [1][2]. Industry Overview - China's PC production capacity has significantly increased from 1.66 million tons in 2019 to 3.81 million tons in 2024, accounting for 48% of global capacity, with a compound annual growth rate of 15.5% over five years [1]. - The apparent demand for PC in 2024 is projected to reach 3.6 million tons, approximately half of the global demand [1]. Structural Challenges - The PC industry faces structural contradictions, with low-end capacity surplus and insufficient high-end supply. The self-sufficiency rate for general-grade products exceeds 100%, while the domestic production rate for high-end grades like medical and optical grades is below 30% [2]. - Since 2021, China's PC production capacity has surpassed apparent consumption, leading to an average capacity utilization rate of only 65% over the past five years [2]. Financial Performance - The average gross profit margin for the industry fell to negative values in the first quarter of 2025, indicating challenges from price competition and cost pressures [2]. Growth Opportunities - The decline in PC prices and its superior performance have spurred rapid growth in emerging sectors such as new energy vehicles and high-end medical applications, presenting new growth opportunities for the PC industry [2]. Strategic Recommendations - The industry should focus on technological advancements to achieve product high-endization, aiming to increase the proportion of high-end grades to over 40% [2]. - Embracing green transformation in line with the "dual carbon" goals by developing recycling systems for waste PC and bio-based PC is essential for promoting a circular economy [2]. - Collaborative efforts along the industrial chain are necessary to mitigate risks, with a focus on establishing application standards in high-end fields like aerospace and neurosurgery [2].

Core Viewpoint - The new national standard for household refrigerator energy consumption will be implemented on June 1, 2026, significantly reducing energy consumption requirements for refrigerators [1] Group 1: Standard Changes - The new standard will lower the energy consumption requirement for a 500L two-door refrigerator from 0.92 kWh/day to 0.55 kWh/day, representing a 40% reduction in energy consumption [1] - This is the fifth revision of the standard since its establishment in 1989, expanding its applicability to include motor-driven compression household refrigerators and semiconductor cooling devices with a volume of 60L or less [1] Group 2: Efficiency and Innovation - The revision raises the performance indicators and energy consumption limits for all energy efficiency levels of refrigerators, significantly reducing overall energy consumption [1] - New requirements for volume utilization rates and effective volume standards are introduced, encouraging companies to adopt high-performance, compact insulation materials [1] - The standard also includes requirements for smart grid signal response capabilities, promoting the intelligent and green development of refrigerators [1]

本报北京8月11日电 （记者刘温馨）记者从中国有色金属工业协会获悉：今年上半年，规上有色工业增 加值同比增长7.6%，比全国规上工业增加值增速高出1.2个百分点；十种常用有色金属产量为4031.9万 吨，同比增长2.9%，在一季度良好开局的基础上展现出较强的韧性。在"两新""两重"等政策加力扩围带 动下，上半年，规上有色金属工业企业实现营业收入47932.5亿元，同比增长14.9%；实现利润总额 2178.5亿元，同比增长15.0%。 近年来，为推动有色金属工业高质量发展，工业和信息化部联合国家发展改革委等部门印发了铜、铝、 黄金等产业高质量发展实施方案，持续推动产业高端化、智能化、绿色化发展。高端材料不断突破，超 薄钛材等高端材料取得突破并实现了产业化应用，对新能源、集成电路等重点产业链保障能力显著增 强；绿色低碳水平大幅提升，国际先进的500千安培以上铝电解槽产能占比超过40%，电解铝综合交流 电耗较世界平均水平低700千瓦时，95%以上的铜、铅、锌冶炼产能采用绿色低碳生产工艺；数字化转 型进程加快，有色金属行业的关键工序数控化率、生产设备数字化率较2020年底分别提高了20%、 10%，共培育9家卓越级 ...

Group 1 - The core viewpoint is that the consumer goods industry is a traditional advantage and important livelihood industry in China, significantly contributing to economic growth and foreign trade exports [1] - In the first half of the year, the added value of the consumer goods industry and the value of export delivery accounted for 27.1% and 25.1% of the total industrial output, respectively [1] - The digitalization of light industry enterprises has reached a tool penetration rate of 86.2%, with management digitalization at 82.3%, laying a strong foundation for the mass production of high-value-added products [1] Group 2 - The textile industry has achieved a numerical control rate of key processes at 65.6% and a digital design tool penetration rate of 84.3% as of the first half of the year [2] - The average carbon emission intensity in the textile and apparel industry has decreased by over 14% in the past two years, indicating ongoing efforts in energy conservation and carbon reduction [2] - The Ministry of Industry and Information Technology has implemented digital transformation plans across various industries, including textiles, light industry, food, and pharmaceuticals, focusing on 82 typical scenarios for intelligent transformation [2]

Core Viewpoint - The new materials industry pilot base is experiencing significant interest and demand, transitioning from seeking projects to projects actively approaching the base for collaboration [1][2]. Group 1: Project Development - The pilot base has successfully signed 13 projects, including 5 led by academicians, focusing on innovative research in synthetic biology and chemical materials [2]. - The base has a project reserve of over 60, ensuring immediate operation upon completion [1]. Group 2: Infrastructure and Facilities - The pilot base covers an area of 156 acres, with plans for 16 Class A pilot plants and various supporting facilities, including a wastewater treatment station and a shared "green island" for waste gas treatment [1][4]. - The base emphasizes green development, utilizing a unique waste gas treatment model that centralizes pollution management [3]. Group 3: Future Plans - The pilot base is set to be operational by October this year, with ongoing construction and plans for a second phase targeting strategic emerging industries [4].

Core Viewpoint - The BOPET industry has faced continuous profit pressure since 2022, leading to a slowdown in planned capacity and a potential decrease in actual implementation. However, industry self-discipline is expected to optimize the market structure and improve profitability. In the medium to long term, market resources are gradually concentrating on companies with cost and technological advantages, with a positive outlook on the rapid enhancement of domestic high-end polyester film product development, driving the BOPET industry towards high-end and green development [1][2]. Industry Overview - The BOPET film, known for its excellent performance, is widely used in packaging, printing, optical displays, electrical and electronic applications, and photovoltaic new energy sectors. From 2014 to 2024, the domestic BOPET industry has seen rapid growth in capacity and apparent consumption, but the consumption growth rate has not kept pace with capacity and production growth, leading to a structural imbalance characterized by an oversupply of low-end products and a shortage of high-end products [1][3]. Supply and Demand Dynamics - Supply Side: From 2014 to 2024, domestic BOPET capacity expanded from 2.47 million tons to 6.95 million tons, with a CAGR of 10.9%. Production increased from 1.61 million tons to 4.59 million tons, with a CAGR of 11.0%. Currently, the industry capacity stands at 6.482 million tons per year, with the top 10 enterprises accounting for 63.0% of the total capacity [3][4]. - Demand Side: During the same period, domestic BOPET apparent consumption rose from 1.71 million tons to 4.15 million tons, with a CAGR of 9.3%. The growth rate of consumption has lagged behind that of capacity and production, exacerbating market oversupply. In 2024, the demand shares for packaging, protective films, solar back sheets, and optical films are projected to be 45.8%, 14.7%, 4.9%, and 10.2%, respectively [3][4]. Import and Export Trends - Since 2015, China has become a net exporter of BOPET, yet it still imports 200,000 to 300,000 tons annually, with the average import price being more than twice that of the export price, indicating a continued reliance on imported high-end BOPET products [3]. Price Trends - BOPET prices have followed the trend of crude oil prices, with the cost of slice method being slightly higher than that of direct melting method. The supply-demand imbalance has led to a decline in BOPET prices since 2022, reaching historical lows, and the industry is experiencing negative gross margins [4]. Company Performance - Most companies have seen a decline in profitability since 2022, with expectations of turning from profit to loss in 2023-2024. Profitability is still under pressure in Q1 2025, and capital expenditures and construction projects in the sector have been reduced since 2023 [4].

Core Viewpoint - The government has issued measures to promote the high-quality development of specialized, refined, distinctive, and innovative (referred to as "specialized and innovative") small and medium-sized enterprises (SMEs), providing financial support and resources to enhance their capabilities and market reach [1][4]. Group 1: Support for Innovation Capability - The measures include financial support for specialized and innovative SMEs undertaking key technology research tasks, with a maximum grant of 10 million yuan for those involved in national core technology projects [1]. - The government aims to enhance innovation capabilities by upgrading R&D platforms to national or provincial levels, providing up to 2 million yuan for construction investments [1]. - Support for intellectual property services is included, with rewards of up to 500,000 yuan for SMEs that lead in setting international or national standards [1]. Group 2: Financial and Tax Support - The government will reward newly recognized national manufacturing champions with 3 million yuan and "little giant" enterprises with 1 million yuan [2]. - A financing whitelist will be established to facilitate quick approval processes for banks to support specialized and innovative SMEs [2]. Group 3: Digital and Green Development - The initiative promotes digital transformation for SMEs, with plans to support 100 specialized and innovative SMEs in implementing digital upgrades [2]. - The government will issue "computing power coupons" to assist SMEs in acquiring AI services for technology development [2]. - Support for green development includes the establishment of green factories and supply chain management, encouraging SMEs to align with international standards for green products [2]. Group 4: Market Expansion Support - The government will facilitate connections between large and small enterprises through various activities, including market demand matching events [2]. - Support for international market expansion will leverage platforms like the Jiangsu Central Asia Center and cross-border e-commerce parks to help SMEs enter global markets [2]. Group 5: Resource Guarantee - The measures include support for self-assessment of professional titles for qualified SMEs and talent cultivation initiatives [3]. - The government will implement mechanisms to ensure efficient supply of production factors, including energy resources, to reduce costs for specialized and innovative SMEs [3]. - A long-term mechanism will be established to protect the rights of SMEs, including measures to prevent payment delays [3]. Implementation Timeline - The measures will be effective from the date of publication until December 31, 2028 [4].

Industry Overview - Purified Terephthalic Acid (PAT), with a chemical formula of C₈H₆O₄, is a white crystalline powder produced through the catalytic oxidation of paraxylene (PX) and is an important bulk organic raw material [1][4] - China's PAT production is on the rise, with an actual output expected to reach 71.8 million tons in 2024, marking an 11.8% year-on-year increase [1][8] - The PTA industry in China has become a global leader, accounting for over 60% of the world's total capacity in 2024 [1][8] Upstream Industry - The polyester industry is the core driver of the PTA market, consuming approximately 0.855 tons of PTA for every ton of polyester produced, with polyester accounting for 97% of PTA's downstream consumption [4] - China's polyester capacity and output are projected to reach 86.34 million tons and 73.07 million tons, respectively, in 2024, with year-on-year growth rates of 6.11% and 11.71% [4] Current Industry Status - Since 2018, China's PTA industry has experienced a new round of capacity expansion, with total capacity expected to reach 86.015 million tons in 2024, nearly doubling from 45.78 million tons in 2018 [6] - However, the growth rate of industry capacity has slowed, with a year-on-year increase of approximately 6.7%, the lowest in six years, due to the elimination of outdated capacity [6] Import and Export Dynamics - China's PTA imports have significantly decreased since 2020, reaching a historical low of 18,300 tons in 2024, indicating self-sufficiency in PTA production [10] - PTA exports have surged from 846,800 tons in 2020 to 4,417,600 tons in 2024, with a compound annual growth rate of 51.13% [10] - This export growth is driven by domestic technological advancements, strategic exits of international competitors, and the continuous release of domestic PTA capacity [10] Competitive Landscape - The PTA market in China is characterized by a high concentration of competition, with four major private petrochemical companies—Hengli Petrochemical, Rongsheng Petrochemical, Hengyi Petrochemical, and Tongkun Co.—accounting for about 50% of total capacity [12] - These companies leverage integrated operations across the entire supply chain to reduce production costs and maintain market dominance, while smaller firms struggle to compete [12] Future Trends - The PTA industry is expected to continue expanding, with total capacity projected to approach 100 million tons per year by 2026, leading to increased market concentration [17] - Market demand is anticipated to grow, particularly in emerging markets and new applications such as high-performance polyester materials for electric vehicles and advanced manufacturing [18] - Stricter environmental regulations are prompting the industry to adopt greener production processes, enhancing competitiveness and sustainability [19]

Group 1 - The core viewpoint is that the engineering machinery industry is trending towards high-end, intelligent, and green development [1] - The industry should benchmark against international advanced levels and actively utilize technologies such as artificial intelligence and clean energy to promote industrial transformation and upgrading [1] - There is a call to aggregate industry resources and establish collaborative innovation platforms for large, medium, and small enterprises to enhance mutual strengths and empower each other [1]