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专家指路石化行业绿色转型
Zhong Guo Hua Gong Bao· 2025-05-09 02:55
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].
发挥“四作用” 抢占新赛道 |大家谈 科技创新 自立自强
Zhong Guo Hua Gong Bao· 2025-05-09 02:35
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]
石油和化学工业规划院专家展望“十五五”
Zhong Guo Hua Gong Bao· 2025-05-09 02:24
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]
能源日报-20250508
Guo Tou Qi Huo· 2025-05-08 13:30
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】 | ...
【图】2025年1-3月广东省石油焦产量数据分析
Chan Ye Diao Yan Wang· 2025-05-08 08:52
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 ...
兰石化最吃香的专业?一文带你全面了解西北能源人才的黄金赛道
Sou Hu Cai Jing· 2025-05-08 08:34
兰石化最吃香的专业?一文带你全面了解西北能源人才的黄金赛道 作为西北地区石油化工领域的"黄埔军校",兰州石化职业技术大学(简称兰石化)凭借深厚的行业积 淀,培育了大量紧俏的能源化工人才。本文将揭秘该校就业率最高、薪资最具竞争力的三大王牌专业, 带你看懂行业趋势下的专业选择逻辑! 一、石油化工技术:能源行业的"常青树" 核心优势 •国家级示范专业,实训基地对标中石油兰州石化千万吨级炼化装置 课程升级:新增碳中和技术模块,涵盖CO₂捕集与封存(CCUS)实操 就业爆发点 传统强企:中石油/中石化炼化板块技术员(起薪8K+,享高原补贴) 新兴领域:光伏材料上游企业(如隆基硅料事业部急缺工艺工程师) 二、油气储运技术:国家管网的"血脉工程师" 行业壁垒 西北独家:拥有长输管道仿真实训系统,教学标准对接西气东输三线工程 技术迭代:学习智慧管网SCADA系统操作与LNG接收站安全管理 跨界融合 DCS控制系统:浙大中控合作实验室,还原现代化工中央控制室场景 工业互联网:开设工业大数据分析课程,对接甘肃"东数西算"工程 薪资标杆 岗位溢价:自动化工程师平均薪资较传统岗位高40%(12-18K/月) 头部企业:万华化学智能工 ...
荣盛石化(002493) - 002493荣盛石化投资者关系管理信息20250507
2025-05-08 07:12
证券简称:荣盛石化 证券代码:002493 荣盛石化股份有限公司投资者关系活动记录表 编号:2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他(请文字说明其他活动内容) | | | 公司董事长李水荣先生 | | | 独立董事郑晓东先生 | | 活动参与人员 | 财务总监王亚芳女士 | | | 董事会秘书全卫英女士 | | 时间 | 2025 年 5 月 7 日 15:00~16:00 | | 地点 | 全景网"投资者关系互动平台"(http://ir.p5w.net) | | 形式 | 网络远程 | | | 荣盛石化于 年 月 日 在全景网全 2025 5 7 15:00~16:00 | | | 景•路演天下(http://rs.p5w.net)举行 2024 年年度业绩 | | | 网上说明会。本次交流活动采用网络远程的方式举行, | | | 问答环节主要问题如下: | | 交流内容及具体问答 | 问题 1:请问贵公司未来盈利增长的主要驱 ...
燃料油日报:埃及燃料油进口逐渐增加-20250508
Hua Tai Qi Huo· 2025-05-08 02:58
燃料油日报 | 2025-05-08 埃及燃料油进口逐渐增加 市场分析 上期所燃料油期货主力合约日盘收涨2.05%,报2888元/吨;INE低硫燃料油期货主力合约日盘收涨2.72%,报3399 元/吨。 原油价格超跌后昨日反弹,反映不确定性因素较多,短期趋势不明朗,对下游FU、LU价格指引有限。 就燃料油自身基本面来看,虽然前期现货端紧张的矛盾已缓解,炼厂与船燃端需求面临利空。但随着夏季临近, 中东、埃及等地电厂终端需求将迎来季节性提升。其中,埃及预计成为今年重要的消费增量来源,由于国内天然 气产量下滑,埃及将使用更多燃料油来作为替代发电原料。目前埃及需求已经有明显增长的迹象,参考船期数据, 5月份埃及高硫燃料油进口量预计达到61万吨,同比去年提升16万吨。参考去年季节性规律,到夏季高峰时埃及进 口可能还有20-30万吨/月的增长空间,对于高硫油市场来说是潜在的利好驱动。 低硫燃料油方面,近期市场结构呈现边际好转的迹象,现货贴水、月差与裂解价差回升,西区套利船货供应边际 收紧,短期供应压力有限,但中期矛盾尚未逆转,5月欧洲新增ECA区域将对船燃端消费形成进一步冲击。 策略 高硫方面:震荡 低硫方面:震荡 跨品 ...
石油沥青日报:盘面上行,提振现货市场氛围-20250508
Hua Tai Qi Huo· 2025-05-08 02:48
Group 1: Report's Investment Rating - No information provided on the industry investment rating Group 2: Core Views - The upward movement of the futures market has boosted the atmosphere of the asphalt spot market, but the supply - demand weakness pattern generally continues, with a slight increase in refinery operating rates and production [1] - The overall inventory pressure is currently limited, but attention should be paid to the marginal supply changes after profit restoration [1] - The strategy for the asphalt market is a unilateral oscillation, with no suggestions for inter - period, cross - variety, spot - futures, or options trading [2] Group 3: Market Analysis Summary Futures Market - On May 7, the closing price of the main BU2506 contract of asphalt futures in the afternoon session was 3432 yuan/ton, up 89 yuan/ton or 2.66% from the previous day's settlement price; the open interest was 114,336 lots, a net increase of 418 lots, and the trading volume was 233,614 lots, a net increase of 39,209 lots [1] Spot Market - The spot settlement prices of heavy - traffic asphalt from Zhuochuang Information are: 3700 - 4086 yuan/ton in Northeast China, 3410 - 3720 yuan/ton in Shandong, 3320 - 3430 yuan/ton in South China, and 3500 - 3570 yuan/ton in East China [1] - The asphalt spot prices in the Northwest, North China, and Shandong regions increased yesterday, while those in other regions remained generally stable [1] Fundamental Situation - As of May 6, 2025, the total inventory of 54 domestic asphalt sample refineries was 881,000 tons, a 2.2% increase from April 28 [1]
【图】2025年3月甘肃省原油加工量数据
Chan Ye Diao Yan Wang· 2025-05-08 02:11
摘要:【图】2025年3月甘肃省原油加工量数据 2025年3月原油加工量统计: 原油加工量:131.6 万吨 图1:甘肃省原油加工量分月(当月值)统计图 2025年1-3月原油加工量统计: 同比增长:-1.6% 增速较上一年同期变化:高2.9个百分点 据统计,2025年3月甘肃省规模以上工业企业原油加工量与上年同期相比下降了1.6%,达131.6万吨,增 速较上一年同期高2.9个百分点,增速较同期全国低2.0个百分点,约占同期全国规模以上企业原油加工 量6305.8万吨的比重为2.1%。 详见下图: 增速较上一年同期变化:低1.5个百分点 原油加工量:364.7 万吨 同比增长:-3.3% 据统计,2025年1-3月,甘肃省规模以上工业企业原油加工量与上年同期相比下降了3.3%,达364.7万 吨,增速较上一年同期低1.5个百分点,增速较同期全国低4.9个百分点,约占同期全国规模以上企业原 油加工量18224.8万吨的比重为2.0%。详见下图: 图2:甘肃省原油加工量分月(累计值)统计图 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 ...