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上海石油化工股份(00338)拟与巴陵新材料签订委托合同 将向其提供人员借用服务
智通财经网· 2025-12-16 12:28
巴陵新材料为公司与湖南石化各持股50%的合资公司。考虑到25万吨╱年热塑性弹性体项目的选址及人 员施工的成本和便利性,委托公司借出人员进行项目建设工作将有利于25万吨╱年热塑性弹性体项目顺 利实施,从而充分利用公司现有丁二烯等资源,发展苯乙烯类热塑性弹性体产品线,助力公司向"化工 +材料""基础+高端"转型发展,实现传统应用领域产品向高端新材料应用领域转型。 智通财经APP讯,上海石油化工股份(00338)发布公告,董事会于2025年12月16日审议并批准公司(作为 受托方)拟与巴陵新材料(作为委托方)签订委托合同。据此,公司将向巴陵新材料提供人员借用服务,对 价为约人民币5272.23万元(含税总额)。委托合同将于2025年12月31日前签署。 ...
【石油化工】坚守长期主义之十一:广西石化全面建成,中国石油高端新材料转型加速——行业周报第412期(赵乃迪/蔡嘉豪/王礼沫)
光大证券研究· 2025-07-20 14:03
Core Viewpoint - The article highlights the significant advancements in the petrochemical industry in Guangxi, particularly the completion of the integrated refining and chemical project, which aims to transform the region's petrochemical landscape and meet market demands for high-end chemical materials [2]. Group 1: Project Completion and Impact - The Guangxi petrochemical integrated refining and chemical project has been completed with a total investment of 30.5 billion yuan, including the construction of a 1.2 million tons/year ethylene cracking unit and 14 other chemical facilities [2]. - The project marks a transition from a "fuel-type" refinery to a "chemical products and organic materials-type" refinery, filling the gap in high-end chemical new materials in the region [2]. Group 2: New Materials Development - Since 2021, the company has been advancing its new materials sector by establishing dedicated research institutes and elevating new materials to a core business alongside refining and basic chemicals [3]. - In 2024, the company achieved significant breakthroughs in new materials, including the development of metallocene polyethylene catalysts and nylon 66 synthesis [3]. Group 3: Production Growth - In 2024, the production of new chemical materials reached 2.045 million tons, a 49.3% increase from 1.37 million tons in the previous year, marking three consecutive years of substantial growth [4]. - The company has established itself as a leader in various product categories, including being the world's largest producer of paraffin and holding a 53% market share in low-sulfur petroleum coke in China [4]. Group 4: New Material Bases and Capacity Expansion - The company is developing five major new material bases, including projects in Dushanzi, Lanzhou, Jilin, Liaoyang, and Blue Ocean, with a focus on high-end chemical new materials [5]. - The Blue Ocean high-end polyolefin new materials project has a total investment of 10.1 billion yuan and will produce various products applicable in aerospace, healthcare, automotive, photovoltaic, and high-end packaging [5].