宁夏是全国唯一全境属于黄河流域的省份。"十四五"以来，宁夏坚持生态优先，绿色发展，加快构建体现宁夏优势、具有较强竞争力的现代化产业体 系，已建成现代煤化工、新型材料、特色农牧业三个千亿级产业集群，培育高端装备制造、清洁能源等百亿级产业链，大力发展大数据算力、人工智能、生 物技术等产业，战略性新兴产业增加值占比提高到8.6%。 以科技创新赋能高质量发展。"十四五"以来，宁夏组织实施东西部科技合作项目超2000项，带动约1000家区外创新主体、1万多名区外人才参与宁夏科 技创新，新建宁夏高等研究院、六盘山和贺兰山两个实验室，实现高能级创新平台"从无到有"的突破。 央视网消息（新闻联播）："十四五"期间，宁夏因地制宜发展新质生产力，扎实推进黄河流域生态保护和高质量发展先行区建设。 ...

2025年上半年经济成绩单出炉！全国31省区市以总值66.05万亿元实现4.25%的稳健增长，其中广东、江苏双雄继续以超6.8万亿体量领跑全国。山东凭借 50046亿元生产总值稳居第三经济大省，福建则以2.8万亿总量首次超越上海跻身前八强，内蒙古实现量级突破进入全国前20阵营。在数字经济与绿色转型的 叠加效应下，各省立足自身优势培育新质生产力，共同描绘出活力充沛的发展图景。 作为北方经济压舱石，山东以4.5%增速巩固全国前三地位。这座工业强省手握41个工业大类完整产业链，高端装备制造产值突破万亿元规模，青岛港、日 照港等世界级港口上半年集装箱吞吐量同比增长7.3%。在氢能储能、海洋工程等领域，超500个省级重点项目加速落地，牵引工业投资增长12.8%，为黄河 重大战略注入强劲动能。 东南沿海的排位更迭尤为瞩目，福建省以27996.57亿元位居第八位，较上海领先1774亿元优势。人口年轻化红利持续释放——全省常住人口平均年龄36.2 岁，民营经济贡献75%以上的税收与GDP，"晋江经验"催生58家国家级专精特新"小巨人"企业。跨境电商综合试验区矩阵成型，带动上半年外贸进出口逆势 增长9.7%。上海则发挥国际金融 ...

山西出台《决定》因地制宜发展新质生产力 中新网太原9月29日电 (记者 杨杰英)29日，山西省十四届人大常委会第二十四次会议法规新闻发布会在 太原召开。会上，山西省人大财经委副主任委员段宝燕就此前会议表决通过的《山西省人民代表大会常 务委员会关于因地制宜发展新质生产力的决定》(以下简称《决定》)有关情况作新闻发布，并对《决 定》的重要意义和主要内容进行详细解读。 段宝燕表示，当前山西正处于高质量发展的关键期和全方位转型的窗口期，必须破解对传统生产力的路 径依赖，系统性破除体制机制障碍。此举旨在通过人大的立法引领和保障作用，汇聚先进生产要素，建 立与新质生产力发展相适应的新型生产关系。 《决定》为山西发展新质生产力指明了清晰路径。其核心在于坚持以科技创新为引领，因地制宜发展具 有高科技、高效能、高质量特征的新质生产力。根据《决定》，山西设定了明确目标：力争实现科技创 新对经济增长贡献率显著提升，构建起富有山西特色和比较优势的现代化产业体系，并在经济社会全面 绿色转型方面取得显著成效。 围绕总体目标，《决定》规划了涵盖科技创新、产业升级、绿色转型、体制改革和人才集聚五大领域的 立体化实施路径。 科技创新被置于核心 ...

其中提出，加强重大石化、现代煤化工项目规划布局引导，严控新增炼油产能，合理确定乙烯、对二甲 苯新增产能规模和投放节奏，防范煤制甲醇行业产能过剩风险。石化领域严格执行新建炼油项目产能减 量置换要求，重点支持石化老旧装置改造、新技术产业化示范以及现有炼化企业"减油增化"项目；现代 煤化工领域重点依托煤水资源相对丰富、环境容量较好地区，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。加快天然气提氦、海水提钾等项目实施。 (本文来自第一财经) 工信部等七部门近日联合印发《石化化工行业稳增长工作方案（2025—2026年）》。 ...

Core Viewpoint - The modern coal chemical industry plays a crucial role in ensuring national energy security while facing challenges of green transformation under the "dual carbon" goals during the "14th Five-Year Plan" period [1][2]. Industry and Company Research Industry Positioning - The modern coal chemical industry is strategically important for energy security in China, particularly in the context of high dependence on oil imports. The industry aims to replace oil with coal for producing high-end chemical materials [2]. - The industry is undergoing a transformation to enhance self-sufficiency and reduce reliance on imported high-end chemical products [2]. Company Initiatives - Baofeng Energy has established the largest and most complete modern coal chemical industrial cluster in China, located in Ningxia and Inner Mongolia, which produces over 100 types of chemical products [2]. - The company’s annual production capacity of 5.2 million tons of polyolefins can replace nearly 30 million tons of oil imports and over 5 million tons of high-end polyolefins imports, addressing supply issues in the industry [2]. Technological Advancements - Baofeng Energy focuses on domestic innovation to overcome reliance on imported high-end equipment, achieving 23 core technologies and equipment that meet international standards [3][4]. - The company has set global records in several production metrics, including the largest scale of coal-to-olefins single plant and the highest capacity for coal gasification [3]. Green Development - The company has pioneered a "green hydrogen coupling" model, integrating clean energy into coal chemical production to reduce carbon emissions [6]. - Baofeng Energy's solar-powered hydrogen production project generates high-purity green hydrogen, which is used to produce green methanol and other products, thus addressing the industry's carbon footprint [6]. Digital Transformation - The company is leveraging AI, big data, and IoT technologies to enhance operational efficiency and safety in production processes [7]. - Baofeng Energy has developed an AI-based coal blending platform that optimizes raw material ratios, leading to reduced costs and improved efficiency [7]. Social Responsibility - Baofeng Energy has contributed significantly to local economies through tax payments and job creation, with a total tax contribution of 10.918 billion yuan and over 7,000 new jobs created from 2021 to 2024 [8]. - The company has also engaged in extensive charitable activities, providing financial support to students in need, with a total donation of 5.038 billion yuan [8]. Future Outlook - The modern coal chemical industry is moving towards greener, smarter, and higher-end development, with Baofeng Energy aiming to become a global supplier of new materials [9].

Group 1: Copper Industry - In August, domestic air conditioning production increased by 9% year-on-year, better than the previously expected decline of 2.8% [4] - Following the US interest rate cut of 25 basis points, the dollar index rebounded, and the inventory transfer caused by US copper tariffs is nearing completion [4] - The supply of copper from mines and scrap remains tight, and with the expected recovery in demand for power grids and air conditioning in Q4, copper prices are likely to rise [4] Group 2: Oil and Chemical Industry - The Federal Reserve has restarted its interest rate cut cycle, reducing the target range from 4.25%-4.5% to 4.00%-4.25% [4] - The IEA has raised its forecast for oil demand growth in 2025 from 680,000 barrels per day to 740,000 barrels per day, citing resilience in oil consumption from emerging markets [4] Group 3: Basic Chemical Industry - China's resource endowment of "rich in coal, poor in oil and gas" necessitates the development of modern coal chemical industry [4] - There is strong policy support for the development of modern coal chemical industry, promoting clean and efficient utilization of coal [4] Group 4: Company Performance - Yun Aluminum Co., Ltd. reported a revenue of 29.078 billion yuan, a year-on-year increase of 17.98%, and a net profit of 2.768 billion yuan, up 9.88% year-on-year [6] - China Resources Mixc Lifestyle Services achieved a retail sales of 122 billion yuan, a year-on-year increase of 21.1%, with operating profit growing by 20.2% [7] - China Overseas Property's revenue increased by 3.7% year-on-year to 7.1 billion yuan, with a net profit growth of 4.3% [8] - Huafa Co., Ltd. has repurchased 27.82 million shares, accounting for 1.01% of the total share capital, with a total transaction amount of approximately 142 million yuan [8]

Core Viewpoint - The event aims to promote the transfer and transformation of scientific and technological achievements between eastern and western regions, as well as precise talent matching and cooperation in the fields of modern coal chemical industry and new materials [1] Group 1: Event Overview - The Ningdong Energy and Chemical Base Management Committee hosted a technology demand and talent promotion event in Yinchuan [1] - The event featured the release of a technology demand list and talent demand list for 2025, covering 46 key technology needs and 130 high-level talent positions [1] Group 2: Technology and Talent Needs - Key technology demands include energy-saving processes for coal-to-olefins and hydrogen storage and transportation [1] - Experts from institutions such as Tianjin University and the Changchun Institute of Applied Chemistry presented technological achievements [1] Group 3: Project Signings and Market Development - Nine collaborative projects between universities and enterprises were signed on-site, focusing on soft measurement and energy optimization [1] - The Ningdong Technology Market has gathered nearly 10,000 technological achievements since its establishment last year, facilitating effective connections for local enterprises [1] Group 4: Future Initiatives - The Ningdong Base Management Committee plans to leverage this event as a starting point to enhance the "Talent Gathering Ningxia 1134 Action" [1] - The initiative aims to deepen technological cooperation and optimize the allocation of innovation resources across various chains in the Ningdong Base [1]

Core Viewpoint - The investment promotion is crucial for economic development and industrial upgrading, with Gansu Province's Jinchang City focusing on attracting high-quality projects to ensure a growth of over 25% in external funding for the year [1] Group 1: Investment Performance - In the first half of the year, Jinchang City implemented 171 investment projects, attracting 21.485 billion yuan, a year-on-year increase of 55%, with a project funding arrival rate of 82.5% over the past two years [2] - The city successfully introduced three Fortune 500 companies and 16 national-level specialized enterprises, signing 35 projects with investments over 5 million yuan, including 8 projects exceeding 10 million yuan [2] Group 2: Strategic Focus Areas - The investment strategy is centered around six key areas: non-ferrous metal new materials, new energy and battery sectors, chemical recycling, digital economy, resource utilization, and high-quality agricultural products [2] - Specific initiatives include enhancing copper processing, targeting zero-carbon parks in the new energy sector, and promoting high-end development in the chemical industry [2] Group 3: Innovative Approaches - The city is innovating its investment promotion methods by enhancing collaboration with enterprises and expanding its presence in key regions like Beijing and Shanghai [3] - New strategies include intermediary and scenario-based investment promotion, leveraging technology and finance to attract promising projects [3] Group 4: Operational Efficiency - The investment promotion bureau emphasizes a coordinated approach, enhancing collaboration with various departments and focusing on improving project conversion rates and operational efficiency [4] - Continuous training and capacity building for the investment promotion team are prioritized to ensure effective implementation of the city's investment strategies [4]

Group 1: Green Hydrogen and Ammonia Project - The first batch of green ammonia from the 1.52 million tons green ammonia project in Chifeng has been successfully launched, marking the official production of the first phase of 320,000 tons [2] - The project integrates wind and solar power generation, water electrolysis for hydrogen production, and green ammonia synthesis, addressing renewable energy consumption challenges [2] - The project aims to achieve 100% green electricity connection and dynamic coupling of wind-solar storage with hydrogen and ammonia production [2] Group 2: Inner Mongolia's Industrial Development - Inner Mongolia is leveraging national industrial transfer opportunities to develop new production capabilities, focusing on building a modern chemical industry system [3] - In the first half of the year, fixed asset investment in Inner Mongolia increased by 14.8%, with the secondary industry investment growing by 15.3% [3] Group 3: Coal-based Chemical Projects - The Baofeng Energy coal-to-olefins project in Ordos has a total investment of 67.3 billion yuan, with an annual production capacity of 3 million tons of olefins, accounting for 23.4% of the national total [6] - The project has set multiple industry records in capacity scale, construction period, equipment replacement, and energy consumption costs, showcasing advanced technology levels [6] Group 4: Modern Coal Chemical Industry in Ordos - Ordos has established multiple circular industrial chains, including coal-to-oil, coal-to-gas, and coal-based new materials, promoting the coupling of modern coal chemical with green hydrogen and carbon capture technologies [7] - The city is advancing 23 modern coal chemical projects, expected to add 10 million tons of new capacity [7] Group 5: New Energy and Chemical Integration - The Shanghai Port has achieved its first batch of green methanol refueling, which can reduce greenhouse gas emissions by 70% [10] - Inner Mongolia is actively promoting the coupling of coal chemical with renewable energy, with significant investments in new energy projects [10] Group 6: Policy and Environmental Optimization - Inner Mongolia has implemented a series of policies to optimize the business environment, enhancing support for key industrial projects [14] - The region is focusing on developing modern coal chemical and fine chemical industries, aiming for a green, fine, and circular modern coal chemical industry chain [14]

8月5日，百利科技盘中10.08%涨停，截至09:31，报5.68元/股，成交4574.29万元，换手率1.7%，总市值 27.85亿元。 资料显示，湖南百利工程科技股份有限公司位于岳阳市岳阳经济技术开发区巴陵东路388号，公司是一 家为能源及材料领域智慧工厂建设提供全生命周期增值解决方案的技术服务提供商，主要服务于石油天 然气、石油化工、现代煤化工和新能源材料行业。公司在40多年的运营中，完成了近4000项工程咨询、 工程设计和工程总承包项目，拥有化工石化医药全行业、轻纺行业、建筑行业等多个行业的工程设计甲 级、工程咨询甲级以及压力容器设计、压力管道设计等业务资质证书。 2024年1月-9月，百利科技实现营业收入7.77亿元，同比减少47.82%；归属净利润-1.7亿元，同比减少 1288.80%。 来源：金融界 截至9月30日，百利科技股东户数1.92万，人均流通股2.56万股。 ...