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王缉慈|迈向近零的产业集群需加强利益相关者合作行动
Xin Lang Cai Jing· 2025-05-21 05:43
Core Insights - The article discusses the significance of the Ordos Zero Carbon Industrial Park and its alignment with the World Economic Forum's (WEF) initiative for industrial cluster transformation towards net-zero emissions [1][2] - It highlights the importance of collaboration among stakeholders in industrial clusters to achieve decarbonization goals, emphasizing the role of shared infrastructure and partnerships [3][4] Summary by Sections Industrial Cluster Transformation - The WEF's initiative has seen 33 industrial clusters, including the Ordos Zero Carbon Industrial Park, commit to net-zero transformation [1] - The concept of industrial clusters encompasses large-scale heavy industries, which are major sources of carbon emissions, necessitating decarbonization efforts [2] Zero Carbon Cluster Methodology - Successful zero carbon clusters involve cooperation among energy, industry, construction, transportation, and logistics sectors, with a focus on shared goals and technological alignment [4] - The ideal scenario includes monitoring carbon emissions and ensuring a balance between emissions and absorption through collaborative projects [3] Challenges in Large-Scale Zero Carbon Projects - Some international zero carbon cluster projects face challenges such as lack of stakeholder cooperation and difficulties in Carbon Capture, Utilization, and Storage (CCUS) technology [5][6] - The UK Humber Industrial Cluster Project exemplifies the risks associated with long-term, high-investment projects, which may face funding cuts in future reviews [6] China's Approach to Decarbonization - China recognizes industrial parks as core units for decarbonization, with over 78,000 industrial parks nationwide, including 2,543 national and provincial parks [7] - The Ministry of Ecology and Environment has initiated pilot programs for 43 industrial parks across various sectors, emphasizing collaborative reduction of emissions [7] Diverse Paths to Zero Carbon - Different regions in China are exploring unique pathways to achieve zero carbon, such as the collaboration between petrochemical companies and clean energy firms in Hainan and the clean energy cluster in Ordos [8] - The article notes the importance of adapting strategies to local conditions and industries to effectively implement zero carbon initiatives [8] Reconsidering Industrial Parks and Clusters - The distinction between industrial parks (geographical areas) and industrial clusters (networks of stakeholders) is emphasized, highlighting the need for cooperation among various entities [9] - The article stresses that focusing on industrial parks with a cluster mindset can accelerate carbon peak achievements and contribute to global decarbonization efforts [9]
源诚工业零泄漏生态服务(LES)平台用数字化驱动石化泄漏管理全面升级
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-20 08:10
2024年,国家数据局等部门联合印发了《关于促进企业数据资源开发利用的意见》(以下简称《意见》)旨在 充分释放企业数据资源价值,构建以数据为关键要素的数字经济。《意见》中提到,大力推广云计算、边缘计 算、大数据分析等平台服务,支持企业开发和使用智能化工具,建立覆盖研发、生产、销售、服务、管理等各 环节的数据资源体系。 随着AI产业井喷式发展,数据+智算深度耦合,大数据、数字孪生等创新技术迭代加速,如何将产业链中各环 节的信息与数字化技术融合,实现科学高效地为"我"所用,已成为石化行业突破发展瓶颈、提升泄漏管理的关 键所在。 源诚工业紧扣政策导向和行业发展趋势,凭借深耕石化行业十年的服务经验,基于设备法兰全生命周期管理理 念,以泄漏安全管理为切入点,构建零泄漏生态服务(LES)体系,严格落实泄漏率标准要求,保障装置设备 长周期运行。 体系以自主创新的零泄漏生态服务(LES)平台为数据底座,一系列"数字化·可视化·一站式"的现场技术服务 (包含数字化定力矩技术服务及配套服务(自动化螺栓清洗服务和法兰面在线修复服务)、零泄漏质量检测技 术服务、冷切割技术服务、泄漏检测与修复(LDAR)技术服务等)为抓手,通过数字化 ...
兴业证券:化工行业仍处底部区间 建议主要聚焦具相对确定性领域
智通财经网· 2025-05-20 06:10
Core Viewpoint - The chemical industry is currently at the bottom of its cycle, with prices and spreads still stabilizing, while demand is expected to improve with government policies aimed at economic recovery [1] Group 1: Industry Overview - The chemical industry is experiencing a bottoming phase, with most chemical prices and spreads still in a stabilization process [1] - Domestic capacity is gradually being released, leading to a significant slowdown in supply growth [1] - The report suggests focusing on sectors with relatively certain demand, such as agricultural chemicals and the civil explosives industry benefiting from western development [1] Group 2: Key Recommendations - Emphasis on long-term value of leading companies in the chemical sector, as core assets are expected to see profit and valuation recovery [1] - Recommended leading companies include Wanhua Chemical, Hualu Hengsheng, Huafeng Chemical, Longbai Group, Yangnong Chemical, New Hecheng, Satellite Chemical, Baofeng Energy, Hengli Petrochemical, and Rongsheng Petrochemical [1] Group 3: Subsector Insights - Agricultural chemicals show rigid demand, with steady growth in grain planting area and recovery in compound fertilizer volume and profit [2] - The civil explosives industry is driven by domestic demand, particularly in regions like Xinjiang and Tibet, with increasing concentration benefiting leading companies [2] Group 4: New Material Opportunities - The domestic replacement of chemical new materials is accelerating due to trade tariffs and anti-monopoly pressures [3] - Key areas include adsorption separation materials, lubricating oil components, OLED materials, and high-end photoresists, with specific companies recommended for investment [3] Group 5: Price Recovery Potential - Certain sectors may see profit improvements as supply growth slows and policy constraints are anticipated, particularly in organic silicon and spandex industries [4] - The petrochemical sector may present strategic opportunities following a potential bottoming of oil prices, with recommendations for strategic layouts in refining and downstream polyester filament industries [4]
连云港打造“一带一路”区域人才中心和创新高地“四位一体”构建引才聚才强磁场
Xin Hua Ri Bao· 2025-05-19 23:56
Core Viewpoint - Lianyungang is implementing a talent-first development strategy to enhance its industrial clusters and support high-quality development through talent acquisition and management [1][2][3] Group 1: Talent Development Strategy - Lianyungang is focusing on attracting and nurturing talent to support its key industries, including petrochemicals, new pharmaceuticals, new materials, and high-end equipment manufacturing [1] - The city has established a dynamic talent demand assessment mechanism and is actively updating its core talent database to attract skilled professionals [1][2] - A total of 3,699 petrochemical industry talents have received nearly 140 million yuan in living subsidies over the past three years [2] Group 2: Investment and Support for Talent - Lianyungang has introduced a "three-in-one" initiative to guide investment in talent projects, resulting in 31 talent projects being negotiated and 8 projects reaching landing intentions in 2023, with a total investment of 96 million yuan [2] - The city has granted talent recommendation rights to 58 enterprises, incorporating nearly 500 high-level talents into the "Hundred Enterprises Thousand Talents" support plan [2][3] Group 3: Talent Welfare and Services - Lianyungang is establishing a comprehensive talent service system, including a talent development group and a four-in-one housing system for talent [3][4] - Over the past three years, the city has provided 4.86 billion yuan in comprehensive subsidies to 7,531 talents, addressing various issues such as spouse employment and children's education [3] - The city plans to enhance its talent work system through various brand activities and initiatives, aiming to build a regional talent center and innovation hub [4]
为期三天,美韩在济州岛展开谈判:韩方力争美国豁免对韩“对等关税”
Sou Hu Cai Jing· 2025-05-19 11:18
据环球时报报道,韩国与美国就关税问题近日在韩国济州岛展开为期3天的协商。据韩国纽西斯通讯社日前报 道,韩国产业通商资源部长官安德根定于16日与美国贸易代表格里尔在时隔3周后再次会面。此次会谈能否形成 韩美关税谈判的具体轮廓备受关注。 特朗普(资料图) 韩联社此前指出,美国对韩国进口商品的关税税率(25%)高于日本(24%)和欧盟(20%),将导致韩国在对 美出口竞争中处于不利地位。 韩国代行总统职权的国务总理韩德洙韩德洙表示,全球关税战已成现实,当前经济形势极为严峻,政府必须全力 以赴,克服当前的贸易危机。韩德洙指示产业通商资源部长官安德根携手韩企就美方对等关税措施的具体内容进 行分析,积极与美方开展沟通协商,为汽车等受影响较大的行业和企业制定扶持政策。 多年来,韩国对美出口不断增长,2024年出口总额已达1278亿美元,对美贸易顺差更创下557亿美元的历史新 高。然而,这一成就并未为韩国赢得贸易上的优待,反而成为特朗普"秋后算账"的借口。特朗普高举"对等关 税"大旗,本质上并非追求真正的贸易平衡,而是一次赤裸裸的经济霸凌。在他眼中,任何拥有顺差的国家,都 是"薅美国羊毛"的掠夺者。而韩国,恰恰是他眼中"过于 ...
茂化实华(000637) - 投资者关系活动记录表(2024年度业绩说明会)
2025-05-19 08:26
Group 1: Shareholder Information - As of May 9, 2025, the number of shareholders is 23,526 [2] Group 2: Value Management and Stock Price Enhancement - The company aims to improve its performance fundamentals to achieve profitability and repay shareholders through solid results [2] - Capital operations will be actively sought to support financing [2] - The company emphasizes transparent, open, and fair information disclosure to enhance its image in the capital market [2] Group 3: Development Strategy - The strategic focus is on "dual main businesses in parallel + business optimization" [2] - Maintain stability in the petrochemical main business through cost reduction and efficiency improvement [2] - Diversify into the cultural tourism sector, exemplified by the acquisition of the Beijing Oceanarium [2] - Consider technological cooperation to stimulate latecomer advantages and enhance market competitiveness [2] Group 4: Product Competitiveness - The company plans to enhance product competitiveness through technology upgrades, cost control, and market expansion [3] - Optimize production processes for core products and explore high value-added products [3] - Reduce raw material costs through supply chain management [3] - Strengthen cooperation with downstream customers to stabilize relationships and develop more end customers [3] Group 5: Operational Improvement Measures - Key measures include strengthening internal control governance, optimizing operations to reduce production costs, and compressing non-productive expenses [3] - The company will optimize product structure and develop high value-added new products [3] - Financial structure optimization and strategic transformation are also part of the plan to seek new growth points [3] Group 6: Industry Competition Landscape - The petrochemical industry faces dual pressures from "dual carbon" policies and structural adjustments [3] - Traditional petrochemical enterprises are experiencing intensified competition due to insufficient market demand [3] - The company must navigate fluctuations in raw material supply and changes in market demand [3]
以美丽海湾为牵引,湛江为高质量发展注入绿色动能
Zhong Guo Huan Jing Bao· 2025-05-19 01:49
Core Viewpoint - Zhanjiang City is actively promoting the construction of beautiful bays, focusing on ecological protection and sustainable development, resulting in improved water quality and enhanced natural landscapes [1][2][4]. Environmental Protection and Management - Zhanjiang has implemented a comprehensive approach to ecological protection, emphasizing source control, process management, and end-of-pipe treatment to achieve a "clear water and clean beach" environment [2][3]. - The city has invested over 10 billion yuan in energy-saving and environmental protection initiatives, including the establishment of a zero wastewater discharge system at Baosteel Zhanjiang Steel [2][3]. - Since 2020, approximately 7.4 billion yuan has been invested in upgrading wastewater treatment facilities, increasing daily processing capacity to 750,000 tons [3]. Marine Ecosystem Restoration - Zhanjiang has actively addressed illegal aquaculture, clearing 11,300 acres of unlawful farming to mitigate environmental pollution [3]. - The city has restored 1,403 hectares of mangrove forests, contributing to 60.1% of the province's and 23.7% of the nation's total mangrove area [6][7]. - The implementation of the "Red Mangrove City" initiative has led to the creation of educational parks and increased tourism, with 2 million visitors generating 2.1 billion yuan in revenue [7]. Community Engagement and Volunteerism - Zhanjiang has established a long-term mechanism for marine waste management, involving community volunteers and third-party services to maintain cleanliness along the coastline [8][9]. - The city has organized volunteer actions to clean up beach litter, successfully removing over 1,687 tons of waste from the coastline [9]. Economic and Social Impact - The development of the coastal area has enhanced the quality of life for residents, with new recreational facilities and events contributing to a vibrant community atmosphere [9][10]. - The integration of ecological initiatives into the tourism sector has positioned Zhanjiang as a desirable destination, attracting visitors and promoting local culture [7][12].
恒力石化股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
Shang Hai Zheng Quan Bao· 2025-05-16 22:55
Core Viewpoint - Hengli Petrochemical Co., Ltd. is set to hold a performance briefing for the fiscal year 2024 and the first quarter of 2025 on May 26, 2025, to address investor inquiries and discuss financial results [2][3]. Group 1: Meeting Details - The performance briefing will take place on May 26, 2025, from 10:00 to 11:00 AM [4]. - The meeting will be conducted via video and online interaction at the Shanghai Stock Exchange Roadshow Center [3][4]. - Investors can participate by logging into the Roadshow Center website [5]. Group 2: Investor Participation - Investors can submit questions from May 19 to May 23, 2025, by accessing the "Pre-Question Collection" section on the Roadshow Center website or via the company's email [2][5]. - The company will respond to commonly asked questions during the briefing [2][5]. Group 3: Contact Information - For inquiries, investors can contact the Board Office at phone number 0411-39865111 or via email at hlzq@hengli.com [5].
鼎际得: 国泰海通证券股份有限公司关于辽宁鼎际得石化股份有限公司首次公开发行股票并上市之保荐总结报告书
Zheng Quan Zhi Xing· 2025-05-16 13:19
Core Viewpoint - The report summarizes the sponsorship and underwriting process for the initial public offering (IPO) of Liaoning Dingjide Petrochemical Co., Ltd, detailing the issuance of 33.36667 million shares at a price of RMB 21.88 per share, raising a total of RMB 730.0627 million, with a net amount of RMB 656.9027 million after deducting issuance costs [1][2][3]. Group 1: Sponsorship and Issuance Details - The IPO was approved by the China Securities Regulatory Commission (CSRC) and listed on the Shanghai Stock Exchange on August 18, 2022 [1][2]. - The registered capital of Liaoning Dingjide Petrochemical Co., Ltd is RMB 134.511667 million, with a legal representative named Wu Chunye [2][3]. - The company’s actual controller is Zhang Zaiming, and the securities code is 603255 [2]. Group 2: Sponsorship Responsibilities - During the due diligence phase, the sponsoring institution coordinated with various intermediaries, conducted thorough investigations, and prepared necessary documentation for the IPO [3][4]. - In the ongoing supervision phase, the sponsor focused on preventing resource misappropriation by major shareholders and ensuring compliance with corporate governance standards [3][4]. Group 3: Major Events and Issues - A change in the designated sponsor representative occurred in February 2023, with Zhang Yuheng replacing Ding Shangjie due to a job change [4][5]. - The company faced issues related to non-operating fund occupation by related parties in 2024, which were not promptly reported to the sponsor [5][6]. - The sponsor conducted a special inspection regarding fund occupation and provided training to the company's management to enhance internal control [5][6]. Group 4: Fund Usage and Compliance - The sponsor reviewed the usage of raised funds, confirming compliance with CSRC and stock exchange regulations, with all funds being used appropriately [6]. - The report indicates that the company has completed the use of all funds raised from the IPO as of the report date [6].
泰国工业机构主席:由于需求低迷,泰国石脑油裂解装置的利用率保持在70-80%的低位。由于地缘政治紧张局势,预计今年利润空间将难以恢复。石脑油裂解装置因需求下降被迫延长停产时间。
news flash· 2025-05-15 04:50
泰国工业机构主席:由于需求低迷,泰国石脑油裂解装置的利用率保持在70-80%的低位。由于地缘政 治紧张局势,预计今年利润空间将难以恢复。石脑油裂解装置因需求下降被迫延长停产时间。 ...