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石化“双子星”辉映 万亿级集群崛起
Nan Fang Du Shi Bao· 2025-12-25 23:15
大亚湾 在大亚湾石化区,一个个石化项目加快建设投产,这里已落户项目125宗,炼化一体化规模居全国前 列,形成多条优势产业链;向北直线距离10公里外的惠州新材料产业园活力迸发,这里正充分利用大亚 湾石化区原料,高端化延伸发展石化中下游产业,目前吸引了近50宗项目落户。 大亚湾石化区一个个项目正在投产建设。 从基础化学品到高端化工新材料,大亚湾石化区与惠州新材料产业园如同"双子星"隔空辉映,南北联 动,做强做优做长石化新材料产业链,进一步扩大集聚效应,加快打造全球石化产业高地和万亿级产业 集群,为全省高质量发展作出新贡献。 强链 13家世界500强企业集聚大亚湾石化区 在大亚湾石化区,一片偌大的工地上,中海壳牌惠州三期乙烯项目施工正酣。项目建成后,中海壳牌乙 烯产能达380万吨/年,将继续保持国内最大单体乙烯工厂和生产规模最大的乙烯生产基地的地位。 "隔墙供应" 从一期项目优质高效运营、二期项目安全成功投产,再到如今三期项目顺利推进,20多年来,中海壳牌 这个"巨无霸"石化项目不断发展壮大。其生产的烯烃及其衍生品作为基础化工原料供应市场,其中超过 80%的产品供应给粤港澳大湾区市场,同时也向大亚湾石化区内近20家 ...
乘势而上巩固拓展好势头
Sou Hu Cai Jing· 2025-12-25 01:50
岁末年尾,各地好讯频传。 1—11月,济宁港货物吞吐量达1.06亿吨,成为北方内河首个吞吐量过亿吨的港口。12月22日,东营港 2025年货物吞吐量突破1亿吨,正式迈入亿吨大港行列。 在涌动的奋进热潮中,12月23日,山东省委经济工作会议召开,总结2025年经济工作,分析当前形势, 部署明年任务,让信心和共识汇聚生发,为实现"十五五"良好开局凝聚力量。 身处复杂多变的时代环境,无论是谋划改革还是推动发展,都离不开对"势"的认知与把握。明年经济发 展中老问题、新挑战仍然不少,外部环境变化影响加深,国内供强需弱矛盾突出,阶段性困难与结构性 矛盾交织,山东高质量发展仍然存在一些短板弱项。但要看到,这些大多是发展中、转型中的问题,经 过努力是可以解决的。面对发展中的阻力,必须保持攻坚克难的姿态,着力解决需求不足、企业经营困 难、绿色转型压力等短板弱项,破解深层次体制机制障碍,在短板领域加快突破。 展开2025年成绩单,跃动的数字与争先的身姿交相辉映,共同勾勒出山东高质量发展的生动图景。从 中,山东"走在前、挑大梁"的战略定力充分彰显,经济稳健向好、进中提质的良好势头持续巩固。 好势头,淬炼于尽锐出战勇攻坚的决胜之姿。 ...
国内高频指标跟踪(2025 年第 50 期):内需有待继续修复
Consumption - Domestic demand is recovering, with service consumption potential being significant, as evidenced by high visitor numbers at Shanghai Disneyland and ongoing winter tourism demand in Hainan[3] - Automotive sales show a slight decline, with retail and wholesale volumes at near-average levels for recent years[6] - Food and beverage prices are rising due to pre-holiday stocking, with agricultural product wholesale prices reaching recent highs[6] Investment - Real estate sales are showing marginal improvement, with new home transaction area declines narrowing from 33.7% to 23.4% year-on-year[18] - Infrastructure investment is supported by improved fiscal spending, although November's spending remains below last year's levels[18] - Land transaction area has seasonally increased, but the land premium rate has dropped to 1.8%, indicating ongoing price competition[18] Trade and Export - Port operations are showing marginal improvement, with an increase in the number of outbound vessels compared to the previous week[24] - Domestic export freight rates have risen by 0.6%, with Ningbo and Shanghai seeing increases of 3.2% and 3.1% respectively[24] - The Baltic Dry Index (BDI) has dropped by 12.9% due to excess shipping capacity and seasonal factors affecting international trade[24] Production - Production rates are showing divergence across sectors, with high operating rates in formaldehyde and lithium iron phosphate, while polyester and lithium battery demand support production[26] - Steel and photovoltaic industries are experiencing mixed performance, with upstream and downstream sectors showing different trends[26] Prices and Inflation - Industrial product prices are declining, with the Consumer Price Index (CPI) showing structural differentiation in price movements across categories[42] - The Producer Price Index (PPI) continues to decline, with coal prices dropping and Brent oil prices also decreasing, reflecting weak winter demand[42] Liquidity - The Renminbi continues to strengthen, with the exchange rate against the US dollar improving from 7.0554 to 7.0410[46] - The 10-year government bond yield has decreased by 0.9 basis points to 1.83%[47]
海关监管创新助力长三角外贸前11个月增长6.2%
Xin Hua Wang· 2025-12-24 13:45
来自海关部门的统计显示,今年前11个月,长三角区域的上海市、江苏省、浙江省、安徽省合计完成进出口15.46万亿元,比去年同期增长 6.2%,占同期全国外贸进出口总值的37.5%,比重较去年同期上升0.9个百分点。 这一成绩的取得,离不开长三角上海、南京、杭州、合肥、宁波五大海关围绕产业链供应链稳定畅通开展的监管协同创新。 图为长三角海关携手监管联动接卸模式集装箱运输。(上海海关供图) 上海洋山港是长三角枢纽港之一。近年来,上海海关会同南京、杭州、合肥海关,持续推动"水水直联、多港互动、内河承接、洋山装卸"的 联动接卸模式,目前已覆盖长三角区域及周边15个港口,形成"枢纽港引领、支线港协同、内河港支撑"的一体化运营格局。今年前11个月,这一 模式累计完成进出口48.5万标箱,有效降低了相关企业物流成本,提升了长三角港口群的整体竞争力。 今年4月,全国首个跨省市航空前置货站"上海机场—苏州前置货站"正式启用。这一模式将海关监管服务"前移",企业可在苏州工业园区完成 海关查验,货物在海关监管平台的全程智慧化监控下,直达上海机场装机出运,物流时间较常规通关模式节约12小时至24小时,节约企业成本 10%至30%。目前 ...
美国的MAGA梦能实现吗?回溯美国制造业百年变迁
虎嗅APP· 2025-12-24 10:17
Group 1 - The article discusses the historical significance of American manufacturing as a backbone of national strength and social structure, highlighting the decline of stable job opportunities for the middle class due to the loss of manufacturing jobs [4][5]. - It raises critical questions about whether the U.S. can bring back some manufacturing capabilities and if the service sector can fill the gap left by manufacturing in providing stable, middle-class jobs [5][36]. Group 2 - The formation of American manufacturing civilization was characterized by the ability of companies to integrate resources across states and industries, supported by government initiatives that set clear demand through public works and military procurement [7][8]. - The post-war period saw significant contributions from education and population structure, with the GI Bill expanding access to higher education and vocational training, while infrastructure projects like the Interstate Highway Act fueled domestic demand [11][12]. Group 3 - The decline of American manufacturing is attributed to three main forces: rising institutional friction, globalization pushing manufacturing to low-cost regions, and the concentration of wealth among high-skilled workers due to technological and financial trends [22][24][25]. - Institutional friction has led to a preference for less risky projects, making it harder for manufacturing to thrive in the U.S. as the approval processes become longer and more complex [24][26]. Group 4 - The article emphasizes that while nominal GDP share of manufacturing has decreased, the actual output has remained stable, indicating that manufacturing has not disappeared but rather shifted in its role within the economy [30][34]. - Employment in manufacturing peaked in June 1979 at 19.6 million and has since declined to approximately 12.8 million by June 2019, reflecting a significant drop in its share of total employment [35][68]. Group 5 - The service sector's ability to absorb displaced manufacturing jobs is questioned, as it struggles to provide sufficient, well-paying jobs with clear career advancement paths, particularly in a high-cost living environment [36][39]. - The article outlines that the service sector is characterized by a "dumbbell structure," where high-end jobs require significant education and skills, while low-end jobs offer low wages and instability, making it difficult to support a middle-class lifestyle [39][40]. Group 6 - The discussion on re-industrialization in the U.S. highlights the need for a dual approach: ensuring national security in critical industries while also addressing the social structure to allow ordinary people to share in economic growth [44][46]. - The article suggests that a realistic path forward involves selective return of manufacturing capabilities, focusing on key industries while also investing in infrastructure, energy transition, and skill development to create stable job opportunities [49][51]. Group 7 - The challenges of re-establishing manufacturing in the U.S. are not solely financial; they also include regulatory hurdles, skill shortages, supply chain density, and overall cost structures that complicate the return of manufacturing jobs [53][54][55]. - The article argues that simple policies like tariffs and subsidies are insufficient to address the complex structural issues facing American manufacturing and that a more nuanced approach is necessary [56][58]. Group 8 - The article concludes that if manufacturing cannot recreate a robust middle class, the U.S. must explore a combination of industries to provide dignified work for ordinary people, including infrastructure, energy transition, and restructured service sectors [60][61]. - It emphasizes that the ultimate goal is to restore a social structure where ordinary people can achieve dignity through work, rather than merely focusing on the number of manufacturing jobs [62][63].
海南正式封关:液化气“零关税”落地
导语:洋浦港作为区域国际集装箱枢纽港,是海南自由贸易港最大的海运对外开放口岸。12月18日,海 南自由贸易港全岛封关运作正式启动,封关首日承载着第一批"零关税"石化原辅料的运输船,顺利靠泊 洋浦国投油储码头。 凭借零关税优势,海南尤其是拥有深水良港的洋浦,有望迅速崛起为面向中国华南乃至整个东南亚的丙 烷集散、分拨与贸易中心。国际贸易商可以将采购自中东、美国等地的丙烷,以便宜的成本卸储于海南 的低温罐中,再依据国内外市场价格变化,灵活选择在本地进行深加工,或将原料转口、分销至国内两 广地区或海外市场。 综上所述,海南封关通过"双重免税"政策,为丙烷深加工(特别是PDH)产业打造了具有强大国际竞争 力的成本优势,将直接加速相关PDH项目在海南的集聚。并且海南正从丙烷贸易的"末梢",向全球性 的"采购、仓储和加工中心"升级。这不仅能改变中国的丙烷贸易版图,未来还可能影响整个亚太地区。 (金联创液化气分析师:徐瑞雪) 但更大的优势在于"二线口岸"(海南与内地之间)的加工增值免税政策。根据规定,鼓励企业利用"零 关税"进口料件开展深加工,累计加工增值率达到30%以上,其产品进入内地可再次免征进口关税。据 海南日报报道, ...
阿尔及利亚拟扩大炼化产能
Zhong Guo Hua Gong Bao· 2025-12-24 04:08
中化新网讯 近日,阿尔及利亚宣布一项总投资额达70亿美元的石化产业扩能计划。该计划将于2026年 正式启动,旨在大幅提升本国炼油及石化产能,使这个非传统能源强国跻身全球石化产业的新兴发力阵 营。阿尔及利亚政府明确提出,要借此加速能源经济转型,摆脱单纯依赖油气出口的发展模式,转型为 面向国内外双市场的优质石化产品供应国。 阿尔及利亚能源部长穆罕默德·阿尔卡布近期对该计划进行了详细披露,一系列重点项目的投产时间表 与产能指标也随之明确。哈西迈萨乌德新建炼油厂,设计年产能500万吨,预计2027年正式投产;阿尔泽 的石脑油裂解装置,年产能120万吨,同样计划于2027年投运。除此之外,项目清单还涵盖年产能10万 吨的烷基苯生产厂、日处理1000吨液化石油气及300吨凝析油的配套加工设施,以及总投资约15亿美 元、年产能55万吨的聚丙烯装置。 作为阿尔及利亚政府十年转型规划的重要组成部分,该计划的终极目标是推动本国实现从石化产品进口 国,到行业主要参与者的跨越式发展。值得关注的是,随着尼日利亚丹格特炼油厂等一批非洲大型能源 项目相继投产,非洲正日益成为全球能源市场的新焦点。在此背景下,阿尔及利亚凭借本次扩能计划有 望 ...
辽滨经开区以高质量项目推动产业转型升级
Liao Ning Ri Bao· 2025-12-24 01:25
Group 1 - The Liao Bin Economic and Technological Development Zone has set a target for "project breakthrough year," focusing on high-quality projects to build a modern industrial system, resulting in a 47.6% year-on-year increase in fixed asset investment and a 45.8% increase in actual domestic investment in the first 11 months [1] - The Huajin Amoco fine chemical and raw material engineering project has achieved mechanical completion of 28 major production units, with an overall construction progress exceeding 95%. This project aims to enhance the resilience and safety of the industrial and supply chains by moving towards high-end value chains in the petrochemical industry [1] - The development of a 3.57 square kilometer downstream fine chemical industrial park is planned to support the head enterprise clustering effect of the Huajin Amoco project, focusing on deep processing of products and promoting the development of new chemical materials and high-end fine chemicals [1] Group 2 - The Liao Bin Economic and Technological Development Zone held an investment promotion conference on January 4, establishing a "1+6" system to attract investments, resulting in 60 recognized signed projects with a total agreement amount of 27 billion yuan [2] - The Liaoning Jinfa Technology project for a 200,000-ton functional ABS modified workshop has six production lines in operation, while the remaining seven lines are under installation. Other projects include a 2 billion yuan wind power large pile equipment manufacturing project and a 1.51 billion yuan 500 kV transformer project nearing completion [2] - New signed projects are progressing rapidly, including the completion of the filing for the Andeford zero-carbon green ammonia energy storage center and the Icos carbon five new material project, which is in the final stages of environmental and safety assessments [2] Group 3 - The Liao Bin Economic and Technological Development Zone has established an efficient closed-loop system for project management, ensuring seamless coordination among departments and a "weekly scheduling mechanism" to address issues promptly [3] - Notable companies such as Jincheng Petrochemical, Lanxess, and Wiggins have gathered in the area, contributing to a diverse range of export products including ABS resin, butyl rubber, and epoxy resin, which are vital for the green petrochemical advanced manufacturing cluster [3]
巩固“稳”的基底 开拓“进”的新局——聚焦省委经济工作会议①
Da Zhong Ri Bao· 2025-12-24 01:15
Group 1 - The core viewpoint emphasizes the steady growth and positive trajectory of Shandong's economy, with key indicators showing resilience and improvement [1][2] - In the first eleven months, the province's industrial added value increased by 7.7%, retail sales of consumer goods grew by 5.2%, and foreign trade rose by 4.6% [1] - Shandong is set to become the third province in China and the first in the north to surpass a GDP of 10 trillion yuan, marking significant economic milestones [1] Group 2 - The "six musts" outlined in the Central Economic Work Conference are crucial for guiding Shandong's economic development, focusing on policy support, innovation, and leveraging local advantages [2][3] - The province aims to enhance its economic structure by addressing long-standing issues while also adapting to new challenges, indicating a dual focus on stability and progress [3][4] - The emphasis on "stability" includes maintaining employment, businesses, markets, and expectations, while "progress" involves implementing key industrial projects and fostering new growth drivers [4][5] Group 3 - The service sector is identified as a key engine for economic growth and job creation, with a reported 5.3% increase in revenue from the service industry in the first ten months of the year [5][6] - Despite the growth in the service sector, challenges remain regarding its overall size and quality, prompting calls for targeted strategies to enhance its development [6] - The focus on specific industries, such as wholesale and retail, finance, and transportation, highlights the need for tailored policies to boost service sector performance [6]
为辽宁迈向“石化强省”贡献一份力量
Xin Lang Cai Jing· 2025-12-23 23:14
(来源:辽宁日报) 作为华锦阿美的一员,精细化工及原料工程项目正从纸上蓝图逐渐变为装置遍布的化工新城。未来五 年,对我个人而言,将是一段从"项目建设者"向"产业开拓者"与"运营参与者"过渡的征程。 我规划了未来五年个人的"三步走"。第一步,是成为项目圆满收官的"攻坚专家"。明年,核心战场仍是 项目建设区,我将与团队一起,以小时为单位精细调度,确保每一项"三查四定"尾项清零,每一套装置 都高标准中交,为项目画上建设的圆满句号。第二步,是转型为下游产业布局的"先遣参谋"。项目投产 不是终点,而是辽宁石化产业链新起点。我期待能深度参与到化工原料往下游高端精细化工、新材料延 伸的规划中,为辽宁从"石化大省"迈向"石化强省"贡献一份力量。第三步,是努力成长为懂技术、精管 理、悉产业的复合型管理者。五年后,我想站在高处,以更广视角参与到化工产业链中。 未来五年,我将与华锦阿美的达产增效同步,与辽宁打造万亿级石化和精细化工产业基地的征程同频。 我坚信,在这片焕新的工业沃土上,个人的奋斗能与区域的发展共振出最强劲的和弦。未来已来,一起 奔赴充满期待的五年。 转自:辽宁日报 华锦阿美石油化工有限公司工程管理部主管 赵东莞 ...