"此次吊装由5000吨级龙门液压提升机和2000吨级溜尾吊机共同完成，负责主吊的5000吨级龙门液压提 升机全球仅有两台。"中国石化重型起重运输工程有限责任公司项目经理陈涛谈道，这一"大国重器"组 装、拆卸全流程需要耗时近70天。设备组装完成后，团队每天会对其垂直度、水平度、紧固度等参数开 展多重检查，详细记录日志、编写操作总结，确保吊装作业精准完成。 "EO/EG装置作为项目核心单元，技术复杂、工期紧迫。洗涤塔25天完成'穿衣戴帽'的佳绩，为大家树 立了信心。"中石化上海工程有限公司副总经理熊凤鸣说。 全 球最大EO/EG洗涤塔吊装（柯少如/图） 5月16日，随着全球最大环氧乙烷/乙二醇（EO/EG）洗涤塔成功吊装，福建省迄今一次性投资最大外资 项目——中沙古雷乙烯项目顺利打通工程建设关键节点。 项目现场，EO/EG洗涤塔犹如银色巨龙在场地中央缓缓升起，数十条钢索牢牢锁定这一庞然大物。随着 总指挥一声令下，最后一根地脚螺栓精准嵌入基础锚板并完成液压紧固，标志着吊装完成。该设备自重 超2560吨、长度达109米、"穿衣戴帽"后吊装总重量3250吨，创下全球同类塔器之最。 为确保关键塔器就位，项目管理团队建立2 ...

新兴产业聚能起势，金普新区氢能产业园开园，大连市成功加入国家燃料电池汽车示范城市群；召开低 空经济高质量发展大会，布局低空起降点280个，开通3条陆岛直升机航线，新质生产力加快培育。 在深化改革和扩大开放方面，对外开放水平进一步提升，大连创新招商引资体制机制，新达盟、正大能 源等重点项目实现增资。自贸片区整合提升加速，国内首单国际航行船舶保税液化天然气岸基加注业务 落户，2架保税融资租赁飞机业务落地，大窑湾保税物流中心运营。大连获批国家服务业扩大开放综合 试点。 (责任编辑：谭梦桐) 传统优势产业支撑有力，船舶制造强势增长，恒力重工、大船、中远重工和中远川崎等头部企业快速发 展；高技术船舶与海工装备配套产业大会吸引200余家配套企业参加，19个项目成功落地，产业集群加 快形成；石化产业向高端延链补链，恒力新材料陆续投产，中石油系列项目稳步推进。 一季度，大连规上装备制造业增加值增长18.4%，高于全部规上工业7.5个百分点；高技术制造业增加值 增长17.6%，连续23个月保持两位数增长；大连技术合同成交额50.8亿元、增长18.7%。 辽宁省政府新闻办28日发布消息称，一季度大连市经济运行稳中有进、量质齐升， ...

Core Viewpoint - As a result of increased production by Chinese companies, the market conditions have deteriorated, prompting Asahi Kasei to exit four specific businesses, including acrylic resin and its raw material MMA [1] Group 1: Business Exit and Restructuring - Asahi Kasei announced the decision to exit four businesses, including MMA (methyl methacrylate), acrylic resin, SB latex, and CHMA (cyclohexyl methacrylate) [1] - The production of these products will gradually cease between March 2026 and September 2027, with sales expected to stop by the end of the same year [1] - The company will incur approximately 25 billion yen in structural reform costs, which will be recorded as special losses in the financial report for March 2026 [1] Group 2: Workforce Management - The 190 employees at the Kawasaki manufacturing site will be reassigned to other positions within the facility [1]

Core Viewpoint - The article highlights the launch of a national environmental protection event in Nanjing, focusing on the opening of petrochemical industry environmental facilities to the public, showcasing the city's commitment to transparency and public engagement in environmental issues [1] Group 1: Event Overview - The national petrochemical industry environmental facility opening ceremony is set to take place in Nanjing, co-hosted by various governmental and industrial organizations [1] - Nanjing has previously hosted a successful environmental facility open day in 2018, which has been recognized and promoted as a model for other regions [1] Group 2: Public Engagement and Transparency - Jinling Petrochemical has transformed its site from a waste-filled area to a green space, attracting public interest and participation through regular open days, having received nearly 13,000 visitors since 2016 [2] - The company aims to change public perception of the petrochemical industry, which is often viewed as highly polluting, by inviting residents to experience the facilities firsthand [2][3] Group 3: Broader Industry Participation - Other companies in Nanjing, such as Nanjing Steel and Yangzi Petrochemical, have also embraced public engagement by opening their facilities to the public, contributing to a culture of transparency and trust [3] - Nanjing has achieved significant recognition in the environmental facility opening initiative, with eight units listed among the first batch of "new four categories" by the Ministry of Ecology and Environment [3] Group 4: Innovative Educational Approaches - Nanjing Steel has implemented advanced technology in its operations, showcasing real-time data and energy management systems to enhance public understanding of industrial processes [4] - The city has developed immersive educational experiences for students, combining technology and environmental education to engage younger audiences [4][5] Group 5: Online and Offline Engagement - The introduction of online activities, such as live-streaming and virtual tours, has broadened public access to environmental facility information, with over 100,000 views recorded for online events in 2024 [7] - Nanjing's approach integrates environmental education with cultural and industrial development, creating a comprehensive experience for the public [8] Group 6: Future Initiatives - Nanjing plans to continue enhancing public engagement in environmental facility openings through various initiatives, including educational programs and the development of creative materials [8]

Core Viewpoint - The profit recovery in April is primarily due to short-term improvements in costs and expenses, but attention should be paid to the downward pressure on profits in the third quarter due to tariff disturbances [3][76]. Group 1: Profit and Revenue Analysis - In April, industrial profits increased by 0.4 percentage points year-on-year to 2.9%, driven by improvements in cost and expense pressures [3][9]. - The contribution of costs and expenses to overall profit improved, with costs contributing +2.7 percentage points and expenses +0.5 percentage points [3][76]. - Actual operating revenue showed resilience, with a year-on-year decline of 1.6 percentage points to 5.5%, contributing 4.9% to overall profit growth [3][9]. Group 2: Cost Structure and Industry Performance - The overall cost rate for industrial enterprises was 86%, with a year-on-year marginal decline of 12.6 basis points [3][17]. - The cost rate for downstream consumer manufacturing increased by 59.7 basis points to 84.3%, which is significantly lower than seasonal trends [3][17]. - The petrochemical and metallurgy sectors showed weaker cost performance compared to previous years, with cost rates rising by 37.3 basis points to 86.5% and declining by 18.2 basis points to 87%, respectively [3][17]. Group 3: Revenue Support from Infrastructure and Exports - The coal and metallurgy sectors, along with downstream consumer industries, provided significant support to revenue due to infrastructure investment and export activities [4][27]. - The actual revenue growth rate fell by 1.6 percentage points to 5.5%, with the petrochemical sector experiencing a notable decline of 3 percentage points to 2.1% [4][27]. - The consumer manufacturing sector maintained a relatively high revenue growth rate of 7.8%, supported by short-term export activities [4][27]. Group 4: Future Outlook and Uncertainties - The impact of tariffs on profitability may manifest with a lag, and the low capacity utilization in the mid and downstream sectors adds uncertainty to future profit recovery [4][33]. - Historical data indicates that the impact of profit margins on profits is greater than that of revenue, with current low capacity utilization keeping cost rates high [4][33]. - Previous experiences suggest that after tariff implementation, profit growth may decline more sharply than revenue due to increased fixed costs and reduced asset turnover [4][33]. Group 5: Regular Tracking of Industrial Enterprises - Industrial enterprise profits showed a recovery, primarily benefiting from improved profit margins, with a year-on-year increase of 0.4 percentage points [5][78]. - Revenue growth for industrial enterprises remained stable, with significant increases in the food and beverage sectors, where revenue growth rates rose by 8.8%, 7.0%, and 2.9% year-on-year [5][50]. - Inventory growth slightly declined, indicating that terminal demand still requires further recovery, with nominal inventory down 0.3 percentage points to 3.9% [5][61].

近日，商务部印发了《深化国家级经济技术开发区改革创新以高水平开放引领高质量发展工作方案》 (以下称"《工作方案》")。5月27日，国新办举行国务院政策例行吹风会，介绍深化国家级经济技术开 发区改革创新有关举措。 经开区在国内一直是代表区域高水平对外开放以及促进产业合作的发动机。1984年，在借鉴经济特区成 功经验的基础上，我国在沿海城市设立了首批14家国家级经济技术开发区，至今，国家级经开区在40余 年间数量增长至232个。 商务部研究院研究员周密告诉21世纪经济报道记者，土地资源的使用效率是一个比较大的问题，特别是 对于一些土地开发接近饱和的国家级经开区来说。《工作方案》重点提到了土地要素保障，也谈到了一 些制度创新，可以在制度创新上做进一步的探索，盘活土地资源、提高土地利用效率。 值得注意的是，《工作方案》还提到，允许各地区统筹用好地方政府专项债券等资金，支持国家级经开 区建设、产业项目建设。朱冰表示，这是不少国家级经开区反映的含金量很高的一项政策，需要各地政 府积极落实。发展新质生产力培育未来产业 国家级经开区作为产业集聚区，对带动产业升级、优化供应链布局意义重大。 《工作方案》提到，发展新质生产力方面 ...

Revenue and Profit Trends - In April 2025, industrial enterprises' cumulative revenue increased by 3.2% year-on-year, down from 3.4% in the previous month[7] - Cumulative profit for April 2025 rose by 1.4% year-on-year, an increase from 0.8% in March[7] - The profit growth rate for April improved by 0.4 percentage points to 2.9% compared to the previous month[2] Cost and Profit Margin Analysis - The overall cost rate for industrial enterprises was 86% in April, showing a marginal decline of 12.6 basis points year-on-year[15] - The contribution of cost improvement to overall profit was +2.7 percentage points, while expenses contributed +0.5 percentage points[2] - The profit margin for downstream consumer manufacturing improved, with a cost rate increase of 59.7 basis points to 84.3%[15] Sector Performance Insights - The coal and metallurgy sectors, along with downstream consumer industries, provided significant revenue support due to infrastructure investment and export activities[20] - The actual revenue growth rate for the petrochemical sector fell by 3 percentage points to 2.1% in April, while the consumer manufacturing sector maintained a relatively high growth rate of 7.8%[20] - Foreign and joint-stock enterprises saw profit growth rates increase by 1.7 and 0.4 percentage points to 1.9% and 4.1%, respectively, while state-owned enterprises experienced a significant decline of 10.2 percentage points to -17.4%[32]

Core Viewpoint - April's profit growth is primarily driven by short-term improvements in costs and expenses, but attention is needed on potential profit decline pressures in the third quarter due to tariff disturbances [3][76]. Group 1: Profit and Revenue Analysis - In April, industrial profits increased by 0.4 percentage points year-on-year to 2.9%, mainly due to improved cost and expense pressures [3][9]. - The contribution of costs and expenses to overall profit improved, with costs contributing +2.7 percentage points and expenses +0.5 percentage points, while other losses contributed negatively [3][9]. - Actual operating revenue showed resilience, with a year-on-year decline of 1.6 percentage points to 5.5%, contributing 4.9% to overall profit growth [3][9]. Group 2: Cost Structure and Industry Performance - The overall cost rate for industrial enterprises was 86%, with a year-on-year marginal decline of 12.6 basis points [3][17]. - Downstream consumer manufacturing industries saw a cost rate increase of 59.7 basis points to 84.3%, which was significantly lower than seasonal trends [3][17]. - In contrast, the petrochemical and metallurgy chains experienced weaker cost rate performance compared to previous years, with respective increases of 37.3 basis points to 86.5% and a decrease of 18.2 basis points to 87% [3][17]. Group 3: Revenue Support from Infrastructure and Export - Benefiting from infrastructure investment and export boosts, the coal and metallurgy chains, along with downstream consumer industries, provided significant revenue support [4][27]. - The actual revenue growth rate fell by 1.6 percentage points to 5.5%, with the petrochemical industry experiencing a notable decline of 3 percentage points to 2.1% [4][27]. - The "export rush" temporarily supported revenue growth in the consumer manufacturing chain, which saw a year-on-year decline of 1.5 percentage points to 7.8% [4][27]. Group 4: Future Outlook and Uncertainties - Future profit recovery remains uncertain due to potential lagging effects of tariffs and low capacity utilization in mid- and downstream sectors [4][33]. - Historical data indicates that profit margins have a greater impact on profits than revenue, with current low capacity utilization keeping consumer manufacturing cost rates high [4][33]. - Past experiences suggest that post-tariff implementation may lead to declines in asset turnover and rising fixed costs, causing profit growth to fall more sharply than revenue [4][33]. Group 5: Regular Tracking of Industrial Enterprises - Industrial enterprise profits showed a recovery, primarily due to improved profit margins, with a year-on-year increase of 0.4 percentage points [5][78]. - Revenue growth for industrial enterprises remained stable, with significant increases in the food and beverage sector, where revenue growth rates rose by 8.8, 7.0, and 2.9 percentage points for food, alcohol, and agricultural products, respectively [5][50]. - Inventory growth slightly declined, indicating that terminal demand still requires further recovery, with nominal inventory down 0.3 percentage points to 3.9% [5][61].

Group 1 - The offshore RMB has recently appreciated against the USD, breaking the 7.17 mark, with a low of 7.16, and closing at 7.1782 on May 26 [1] - Goldman Sachs has adjusted its 12-month USD/RMB target to 7.0, indicating a potential 3% foreign exchange gain for the RMB in the next year [1][4] - Historically, when the RMB appreciates, the Chinese stock market tends to perform well, particularly in sectors like consumer discretionary, real estate, and diversified financials [1][4][5] Group 2 - The recent appreciation of the RMB is attributed to the easing of trade tensions, with the RMB center rate falling below 7.2 for the first time since April [1][8] - Despite the recent gains, there are concerns about the sustainability of the RMB's appreciation due to ongoing uncertainties in trade negotiations and macroeconomic conditions [8][9] - Companies that may benefit from RMB appreciation include those with a market capitalization over $2 billion and significant exposure to USD costs, such as airlines and food sectors [6] Group 3 - Conversely, companies that may be adversely affected by RMB appreciation are those with over 30% of their revenue from overseas and low USD debt exposure [7] - The future trajectory of the RMB will largely depend on export conditions and the behavior of exporters regarding currency conversion [9][10] - The potential for further RMB appreciation is limited, as the central bank has not shown intentions to significantly push for a stronger RMB [9][10]

中国石油和化学工业联合会党委副书记、副会长傅向升作《石化产业绿色可持续发展》主旨演讲。他指 出，石化产业作为国民经济的基础和支柱产业，是推动经济高质量发展的关键和重点产业之一，其高质 量发展和绿色低碳转型对实现"双碳"目标、推进美丽中国建设具有重大意义 。 中化新网讯 5月23日，作为第四届中国——中东欧国家博览会暨国际消费品博览会配套活动，由浙江省 商务厅主办，宁波市商务局、浙江省开发区研究会、宁波石化经济技术开发区管委会共同承办的2025年 浙江开发区绿色石化产业对接会在浙江宁波举行。 "绿色石化产业是浙江省"415X"先进制造业集群培育工程最核心、最关键的重点产业集群之一，展现出 强劲的市场韧性与增长潜力。"浙江省商务厅副厅长胡真舫表示，浙江石化产值位居中国前三，规模集 中度较高，产业集群化协同效应明显，目前共有70家开发区涉及绿色石化产业，形成了以宁波、舟山、 绍兴、杭州、嘉兴等为核心的绿色石化产业带，以及炼化一体化、高端新材料、清洁能源等全产业链。 胡真舫提出，浙江开发区要抓住浙江建设全球先进制造业基地的机遇，高质量推动绿色石化产业在浙江 的可持续发展。一要勇当"双循环"枢纽，深化与中东欧及"一带一 ...