近日，工业和信息化部等7部门联合印发《石化化工行业稳增长工作方案（2025—2026年）》（下称 《方案》）。《方案》明确了行业"稳总量、优结构"的转型方向，成为化工市场关注的焦点。 投资者关心的是，政策对化工品价格影响几何？哪些品种值得重点布局？交易层面又该如何应对？对 此，受访人士普遍认为，这份《方案》的核心逻辑在于不搞"一刀切"去产能，而是通过"控新增、改存 量、扶高端"优化供给。从时间维度来看，政策对化工品价格的作用呈现明显分层。 《方案》明确"不涉及现有化工产能去化"，产能优化重点指向未来新项目，而非当前装置。例如，对炼 油、乙烯、PX 等传统领域，仅要求"严控新增产能、科学调控投放节奏"，对现有老旧装置则以"改造升 级"为主，不强制淘汰。"这意味着短期内行业供给端不会出现大幅收缩，而需求端仍受传统行业复苏节 奏影响，缺乏显著增长点。"新湖期货化工研发总监施潇涵向期货日报记者表示。 施潇涵认为，当前化工市场的核心矛盾仍是 "产能投放量大但需求疲软"，即便政策出台，近端基本面 仍难有实质改善。"近年来，化工产业链利润总体微薄，各环节在有限利润空间内相互挤压，即便部分 品种短期基本面好转，市场也会因对后 ...

Group 1 - The core viewpoint of the articles highlights the rapid development of high-end chemical industries in Changyi, Shandong, with a focus on attracting major projects and enhancing the local economy through strategic investments and partnerships [1][2] - Taihe New Materials Technology Co., Ltd. is set to begin trial production of 1,200 tons/year of electronic new materials and 750 tons/year of pharmaceutical intermediates by early next year, with 95% of its products exported to Japan and Europe [1] - Changyi has transformed its chemical industry from basic salt production to high-end fine chemicals, supported by two provincial chemical industry parks [1] Group 2 - Changyi Economic Development Zone has established four high-end chemical industry chains, including salt and salt chemical, high-end new materials, new pharmaceuticals, and fine chemicals, with a total of 69 chemical enterprises [2] - The local government has implemented a service mechanism for chemical industry investment projects, streamlining the approval process for 56 key projects and enhancing the business environment [2] - New projects in biobased materials, polyester fiber recycling, and environmentally friendly water treatment agents are currently under construction or in the planning stages [2]

Core Viewpoint - The completion of the main substation for the Yanzhou Mining Lunan Chemical 60,000 tons/year polyoxymethylene project marks a significant milestone, indicating the project has entered a new phase, laying a solid foundation for subsequent equipment installation and debugging [1] Group 1: Project Overview - The project is a major implementation project in Shandong Province for 2025, aiming to meet "international first-class" product standards and utilizing advanced production processes to enhance quality and reduce consumption [1] - Upon completion, the total production capacity of polyoxymethylene at Lunan Chemical will rank first in the country, establishing it as a leading enterprise in the polyoxymethylene industry [1] Group 2: Project Management and Execution - The company has leveraged its deep technical expertise and rich engineering experience by forming a professional design team and scientifically coordinating construction deployment [1] - The project team adheres to the philosophy of "delivering value, building the future," integrating party building with production, and strictly controlling engineering quality and progress to ensure safe, high-quality, and rapid project advancement [1] Group 3: Future Steps - The project has fully entered the equipment installation phase, with subsequent debugging and other work planned [1] - The company and the Yanzhou Mining Lunan Chemical project construction team will maintain high morale, collaborate closely, and strive to ensure the project progresses steadily according to the established plan, aiming for early production commencement [1]

中化新网讯 近日，由中国化学（601117）天辰公司总承包的兖矿鲁南化工6万吨/年聚甲醛项目完成重大 里程碑节点——主变电所顺利封顶。至此，全场包含机柜间、巡检房、风机厂房、公用工程站及循环水 加药间等建筑物全部顺利完成封顶。 目前，项目已全面步入设备安装阶段，后续还将开展调试等工作，确保项目按既定计划稳步推进，力争 早日实现项目投产。 作为2025年山东省重大实施类项目，该项目对标"国际一流"产品标准，采用先进生产工艺提质降耗，推 动产业链向高端精细化工、新材料领域转型升级。项目建成后，鲁南化工聚甲醛总产能将跃居全国首 位，成为聚甲醛行业领军企业。 自项目开工以来，天辰公司组建专业设计团队，科学统筹施工部署。面对诸多技术难题和施工挑战，项 目团队秉持"交付价值、建设未来"的理念，以"党建与生产融合"为抓手，严格把控工程质量与进度，确 保项目安全优质快速推进。 ...