3年来，石化专委会主要做了以下8个方面的工作。一是参与标准制修订，推动行业规范发展。石化专委 会已参与多项国家标准、行业标准、团体标准的制修订，内容覆盖污染治理、低碳转型等领域。二是组 织行业会议，贯彻落实国家绿色发展方针政策，交流典型做法，推广先进适用技术。三是促进技术创新 和产业化应用。石化专委会积极组织行业环保培训、技术审查会，推荐环境技术进步奖。四是积极组织 政策标准宣贯。五是总结治理经验，组织编写出版炼油化工行业污染治理著作。六是助力企业突破政策 瓶颈，解决运营难题。七是促进企业环境管理水平提升。八是积极走访，搭建政企、企企桥梁，起好桥 梁纽带作用。 下一步，石化专委会将围绕三大使命，落实四大职责，重点做好五项重点工作。继续关注"十四五"石化 行业环保收官攻坚，发挥服务保障功能，力保目标如期实现；积极参与石化行业绿色发展"十五五"规划 调研和编制，把握石油化工行业绿色发展方向。 委员单位代表对专委会接下来的工作重点提出建议：石化专委会应加强对会员单位的服务，增加行业话 语权，在管理部门监管关注的领域，尤其是重污染天气绩效分级管理、无废集团创建等方面为企业提供 咨询和帮扶，推动行业绿色低碳高质量发展。 ...

风险提示：国际贸易摩擦加剧的风险，原料价格大幅上涨的风险，下游需求不及预期的 风险，主营产品景气度下降的风险，项目达产不及预期的风险等。(中国银河 翟启迪) 1-3月国原油表观需求回落，同比下降1.6%。1-3月，我国加工原油1.82亿吨，同比增长 1.6%；原油产量0.54亿吨，同比增长1.1%；原油进口1.35亿吨，同比下降1.5%；原油表观消 费量1.88亿吨，同比下降1.6%；对外依存度72.1%，维持高位。 1-3月我国天然气表观需求回落，同比下降2.2%。1-3月，我国天然气表观消费量1048亿 方，同比下降2.2%；产量660亿方，同比增长4.4%；进口量406亿方，同比下降10.0%；对外 依存度38.8%，同比回落3.4个百分点。 1-3月我国成品油表观需求回落，同比下降4.9%。1-3月，我国成品油产量1.01亿吨，同 比下降7.0%；成品油出口751万吨，同比下降26.1%，主要系年后国内独立炼厂开工率低于 往年，主营资源多用于补充地炼开工走低造成的产量损失，出口利润持续偏低等原因；成品 油表观消费量0.93亿吨，同比下降4.9%。其中，汽油、煤油、柴油表观消费量同比下降 4.1%、1. ...

| 燃料油早报 | | --- | | 研究中心能化团队 2025/05/09 | | --- | | | | | 燃 料 油 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 鹿特丹3.5% HSF O掉期 M1 | 鹿特丹0.5% VLS FO掉期 M1 | 鹿特丹HSFO-Br ent M1 | 鹿特丹10ppm G asoil掉期 M1 | 鹿特丹VLSFO-G O M1 | LGO-Brent M1 | 鹿特丹VLSFO-H SFO M1 | | 2025/04/29 | 400.14 | 429.70 | -0.68 | 590.03 | -160.33 | 17.36 | 29.56 | | 2025/04/30 | 394.65 | 422.85 | -0.52 | 580.80 | -157.95 | 18.60 | 28.20 | | 2025/05/06 | 380.62 | 426.34 | -2.19 | 571.31 | -144.97 | 16.94 | 45.72 | | 2025/ ...

免责声明: | LPG早报 | 研究中心能化团队 2025/05/09 | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | L P G | 丙烷CFR华 | 丙烷CIF日 | MB丙烷 | CP预测合 | 华东液化 | 纸面进口 | | | | | | | | | | | | | | | | | | 日期 | 华南液化气 | 山东液化气 | 山东醚后碳四 山东烷基化油 | 主力基差 | 气 | 南 | 本 | 现货 | 同价 | 利润 | 2025/04/2 | 5090 | 4925 | 4830 | 618 | 512 | 98 | 575 | 4920 | 7900 | -57 | 626 | | 9 | 2025/04/3 | 5090 | 4925 | 4830 | 635 | 504 ...

| | PX&PTA&PR | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 2025/5/9 | 品种 | 更新日期 | 单位 | 现值 | 前值 | 涨跌(幅) | | | 期货结算价(连续):WTI原油 | 2025/5/8 | 美元/桶 | 59.91 | 58.07 | 3.17% | | 上 | 期货结算价(连续):布伦特原油 | 2025/5/8 | 美元/桶 | 62.84 | 61.12 | 2.81% | | 游 | 现货价(中间价):石脑油:CFR日本 | 2025/5/8 | 美元/吨 | 554.50 | 562.00 | -1.33% | | | 现货价(中间价):二甲苯(异构级):FOB韩国 | 2025/5/7 | 美元/吨 | 657.50 | 640.50 | 2.65% | | | 现货价:对二甲苯PX:CFR中国主港 | 2025/5/8 | 美元/吨 | 778.00 | 767.67 | 1.35% | | | CZCE TA 主力合约 收盘价 | 2025/5/8 | 元/吨 | 4546.00 | ...

Core Viewpoint - The petrochemical industry in China is undergoing a low-carbon transition, focusing on the coupling of renewable energy with petrochemical production systems to achieve technological transformation towards oil conversion, high-end products, and green processes [1][2]. Group 1: Industry Transformation - The petrochemical sector is encouraged to accelerate the development of green low-carbon and new energy businesses as part of its transformation strategy [1]. - The industry faces significant energy and resource consumption, as well as high carbon emissions, necessitating a push towards green low-carbon transformation for high-quality development [1][2]. - The emphasis is on developing green competitiveness by utilizing green hydrogen and coupling various chemical industries with renewable energy sources [1][2]. Group 2: Technological Pathways - Key technological directions include converting crude oil into chemicals, producing high-value-added chemicals, and developing green processes [2]. - Specific pathways involve utilizing by-products from refining for chemical production, recycling waste plastics, and employing advanced low-carbon technologies [2]. - The industry is urged to focus on energy-saving and carbon-reduction modifications in key areas, enhancing efficiency benchmarks, and promoting the construction of environmentally friendly facilities [2]. Group 3: Case Studies and Recognition - The conference highlighted exemplary cases in the petrochemical industry for pollution reduction and carbon emission control, recommending eight units as benchmark cases [3]. - Notable examples include the Shanghai Chemical Industry Park and Sinopec's Jiujiang branch, recognized for their outstanding practices in the sector [3].

Core Viewpoint - The petrochemical industry is undergoing significant transformation, with a focus on technology-driven quality and efficiency improvements in new capacity additions, highlighting opportunities in high-end and differentiated markets such as new materials and fine chemicals [1] Group 1: Role of Engineering Construction Enterprises - Engineering construction enterprises should emphasize innovation leadership to seize new market opportunities and inject strong momentum into sustainable development [1] - The enterprises need to enhance their technological innovation capabilities and establish a comprehensive innovation system focused on results transformation [1] - There is a need to explore core technologies related to energy transition and prioritize research on high-performance polymer materials and biomanufacturing as part of a "second growth curve" [1] Group 2: Innovation Platforms and Digital Development - Engineering construction enterprises should establish platforms for technology policy research, pilot verification, and technology application to facilitate the industrialization of technological achievements [2] - Collaboration with universities, research institutions, and enterprises is essential to integrate various technological verification resources and promote technology sourcing and transformation [2] - The enterprises must advance digital and intelligent development, enhancing information management and integrating artificial intelligence into business processes to create exemplary models in the engineering construction sector [2]

Group 1 - The "14th Five-Year Plan" for the petrochemical industry faces new challenges, including a fundamental change in the international market environment, which provides a competitive advantage for China's petrochemical industry [2] - The demand for petrochemical products is expected to continue to grow, with significant capacity increases projected for downstream derivatives of polyethylene by 2030 [2] - The dual carbon constraints present both challenges and opportunities, emphasizing the material properties of oil, while high-end and differentiated demand will drive industry growth [2] Group 2 - The domestic carbon peak requirements for the chemical industry necessitate energy-saving and carbon-reduction measures, with green liquid fuels expected to play a significant role in future energy consumption [3] - The development strategy for the industry includes a phased approach to green methanol, green ammonia, biodiesel, and low-carbon LNG, prioritizing regions based on their green and low-carbon capabilities [3] - The "14th Five-Year Plan" suggests that companies focus on raw material matching, key monomers, core technologies, and market acceptance to enhance product development and market share [3] Group 3 - The development of a "smart carbon management" solution aligns with the concept of smart chemical parks, effectively improving efficiency and reducing carbon emissions in various instances [4] - AI technology enables "smart investment attraction," allowing for precise recommendations and evaluations of chemical projects, thus transforming the investment process [4] - The investment attraction workflow has been restructured to include analysis, on-site research, demand matching, and service operations, supported by an online platform and offline tracking [4]

今日燃油系期货上涨与SC下跌趋势形成背离,且LU表现继续强于FU。OPEO+6月超预期增产对高硫燃料油利空,5 月下半月装船的380cst高统燃料油现货较新加坡报价转为贴水表明高硫燃料油供需转弱,FU裂解虽处高位但更 多是因为油价承压而被动走强;近期低硫燃料油市场边际好转,现货贴水、裂解价差均有走强,但5月地中海 ECA标准执行对低硫燃料油需求存在利空,中期来看低硫裂解强势持续性有待观察。 橘夜国际油价回落,亚盘时段小幅反弹,S006含约日内跌1.09%。上周美国EIA原油库存超预期下降203.2万桶, 美国室布与也门胡赛武装停火,特朗普亦表示愿与伊朗达成协议,中东地缘风险有所降温。我们自4月15日明确 提出原油偏空策略，前期油价跌至4月上旬低点已对OPEC+产量策略的改变和贸易战对需求的负面影响有较充分 定价,短期油价进一步下行空间有限,短期或以震荡走势为主。 【燃炭葱蛋低硫燃料】】 【沥青】 今日沥青跟随原油下跌,跌幅稍小于原油,裂解价差继续走强。4月下旬以来市场备货需求明显增加,周皮沥青 出货量环比、同比均增加。需求向好叠加供应受限背景下BU相较原油抗跌，BU裂解价差继续走强刷新年高点。 【LPG】 | ...

摘要：【图】2025年1-3月广东省石油焦产量数据分析 2025年1-3月石油焦产量分析： 据国家统计局数据，在2025年的前3个月，广东省规模以上工业企业石油焦产量累计达到了113.2万吨， 与2024年同期的数据相比，下降了3.8%，增速较2024年同期低44.2个百分点，增速较同期全国高0.8个 百分点，约占同期全国规模以上企业石油焦产量806.3万吨的比重为14.0%。 图表：广东省石油焦产量分月（累计值）统计 2025年3月石油焦产量分析： 单独看2025年3月份，广东省规模以上工业企业石油焦产量达到了39.0万吨，与2024年同期的数据相 比，3月份的产量下降了3.1%，增速较2024年同期低43.0个百分点，增速较同期全国低0.2个百分点，约 占同期全国规模以上企业石油焦产量274.1万吨的比重为14.2%。 图表：广东省石油焦产量分月（当月值）统计 注：主要能源产品产量月度统计范围为规模以上工业法人单位，即年主营业务收入2000万元及以上的工 业企业。 产业调研网为您提供更多 石油化工行业最新动态 石油发展现状及前景预测 化工市场调研及发展趋势 日化行业监测及发展趋势 润滑油未来发展趋势预测 ...