摘要：【图】2025年1-3月福建省原油加工量数据分析 2025年3月原油加工量统计： 2025年1-3月原油加工量统计： 原油加工量：222.0 万吨 同比增长：-2.7% 增速较上一年同期变化：高7.2个百分点 据统计，2025年3月福建省规模以上工业企业原油加工量与上年同期相比下降了2.7%，达222.0万吨，增 速较上一年同期高7.2个百分点，增速较同期全国低3.1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3.5%。 详见下图： 图1：福建省原油加工量分月（当月值）统计图 原油加工量：647.3 万吨 同比增长：1.7% 增速较上一年同期变化：高6.1个百分点 据统计，2025年1－3月，福建省规模以上工业企业原油加工量与上年同期相比增长了1.7%，达647.3万 吨，增速较上一年同期高6.1个百分点，增速较同期全国高0.1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3.6%。详见下图： 图2：福建省原油加工量分月（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 ...

【DT新材料】 获悉 ， 5月16日， 宁德时代 公告，公司H股将于5月20日进行买卖， 计划筹集高达410亿港元（53亿美元）， 发售价为263港元/ 股。 从已结束的公开发售情况来看，认购相当火爆， 融资认购倍数超120 倍，金额突破 2800亿港元 ，位居近半年 港股 新股冻资榜第3位，仅次于蜜雪集 团 和 布鲁可 。 基石投资者成为本次认购的主力（占65.7%），并且阵容豪华，包括 中石化（香港）、 高瓴资本、科威特投资局、高毅资产、瑞银、橡树资本、中国 太保、泰康保险、博裕资本、景林资产、洛阳科创集团 等。 其中 ， 中石化 与 科威特投资局 计 划申购股份数量并列第一，达12.50%（1473.68万股）。 所以，"小小"的宁德时代，赚钱能力竟然已经接近甚至将赶超"大大"的中石化！ 说明： 本文部分素材来自于宁德时代等各大公司官网及 网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请 联系我们：15355132586（微信同号） 资料显示， 科威特投资局 （Kuwait Investment Authority, KIA）是 ...

Core Viewpoint - The diesel production in Guangxi Zhuang Autonomous Region has significantly decreased in March 2025 and the first quarter of 2025 compared to the same periods in the previous year, indicating a downward trend in the region's industrial output [1][3]. Group 1: March 2025 Diesel Production - Diesel production in March 2025 was 36.3 thousand tons, representing a year-on-year decrease of 16.1% [1]. - The growth rate in March 2025 was 2.6 percentage points lower than the same month last year [1]. - Guangxi's diesel production accounted for 2.2% of the national total diesel production of 1680.5 million tons during the same period [1]. Group 2: January to March 2025 Diesel Production - Total diesel production from January to March 2025 was 90.4 thousand tons, reflecting a year-on-year decline of 20.4% [3]. - The growth rate for the first quarter of 2025 was 6.4 percentage points lower than the same period last year [3]. - Guangxi's diesel production represented 1.9% of the national total diesel production of 4774.5 million tons during this timeframe [3].

Group 1 - BYD has acquired its third piece of industrial land in Dongguan, with total investments exceeding 10 billion yuan, joining other major companies like Huawei, OPPO, and vivo to form a strong industrial cluster [5] - The presence of leading companies such as Huawei, OPPO, vivo, and BYD is expected to significantly enhance Dongguan's economic development and foster a positive cycle of industrial growth [5] Group 2 - Dongguan's audit report indicates that over 4.4 billion yuan in issues have been identified, with 21 problems still not rectified, highlighting ongoing challenges in financial management and policy implementation [14] - The audit report outlines a total of 202 issues, with 181 already addressed, while the remaining issues have been assigned timelines and action plans for resolution [14] Group 3 - The closure of Baoxin BMW dealership in Dongguan has led to numerous complaints from customers regarding unrefunded deposits and unfulfilled service agreements, with 42 complaints received this year [21] - The company has been placed on the operating abnormality list by the Dongguan market supervision authority due to these complaints [21]

5月19日24时，国内新一轮成品油零售限价调整窗口将开启。多家机构预测，当天国内汽柴油下调幅 度约为230元/吨，迎来年内第五次下跌，多地92号汽油将重回6元/升。 按照现行成品油定价机制，国内成品油调价的主要依据是10个工作日国际原油价格加权平均价跟上一周期 国际原油价格加权平均价对比得出的变化率。如果变化率对应调价金额每吨不足50元，汽、柴油价格不作 调整，未调金额纳入下次调价时累加或冲抵。 本轮计价周期内（4月30日24时—5月19日24时），国际原油价格呈现跌后反弹走势，前期欧佩克+意外大 幅增产导致市场情绪偏悲观，原油价格下跌，后期随着中美达成贸易协议及中东地缘因素影响，国际油价 震荡上涨。整体来看，本计价周期，国际油价均值环比下滑。 受此影响，国内油价调整参考的原油变化率持续处于负值水平。据卓创资讯测算，截至5月15日收盘，国 内第9个工作日参考原油变化率-5.23%，预计汽柴油下调230元/吨，调价窗口5月19日24时。 "距离调价窗口开启还有1个工作日，本次成品油零售限价下调已是大概率事件。"卓创资讯成品油分析师 曹莹莹表示，按照目前幅度计算，预计5月19日92号汽油跌幅在0.18元/升，0号 ...

Group 1 - Jiangsu Province announced the list of advanced smart factories for 2025, with a total of 1,807 enterprises included, among which 115 are from Nanjing [1] - Smart factories are crucial for the digital transformation and upgrading of the manufacturing industry, enhancing competitiveness and sustainable development [1] - The "National Smart Factory Gradient Cultivation Action" was launched at the 2024 World Intelligent Manufacturing Conference, aiming to establish a gradient cultivation system from basic to leading smart factories [1] Group 2 - Nanjing Automobile Forging Co., Ltd. has significantly improved automation and information levels, achieving an annual per capita production of over 170 tons and sales revenue exceeding 2.2 million yuan, three times the average level in China's forging industry [2] - Yangzi Petrochemical has implemented a "ground-air linkage" inspection system using various intelligent robots to enhance safety perception and predictive capabilities in production [2] - China Electronics Technology Group Corporation No. 14 Research Institute has developed the "Rui Zhi" industrial software brand, serving over 1,000 enterprises across 15 industries, promoting high-quality digital transformation [3] Group 3 - Nanjing Steel, China Electronics Technology Group Corporation No. 14 Research Institute, and other companies were included in the first batch of national excellent smart factory projects, with Nanjing leading the province with five entries [3] - The Nanjing Industrial and Information Technology Bureau plans to accelerate the promotion and exploration of smart factories, focusing on gradient cultivation from basic to leading levels [3]

Core Viewpoint - The launch of the 120 tons/year polypropylene catalyst project by KunGang Advanced Manufacturing (Beijing) Co., Ltd. in Lanzhou marks a significant step for China National Petroleum Corporation (CNPC) in its industrial transformation and high-quality development journey [1][2]. Group 1: Project Significance - The project represents China's first fully self-developed polypropylene catalyst, addressing the long-standing issue of dependency on external suppliers for catalyst needs in the polypropylene production process [1][2]. - The development of the polypropylene business is crucial for the survival competitiveness of petrochemical enterprises and is a key driver for national energy security and industrial upgrading [1]. Group 2: Project Details - The project will establish a catalyst production base for CNPC, forming a structure of "two bases" (North and South) and "two major series" (FCC catalysts and chemical catalysts) [2]. - The construction includes various units such as catalyst carrier preparation, catalyst preparation, raw material refining, solution recovery, and auxiliary facilities, covering an area of 21,290 m² with an approved budget of 19.866 million yuan (including tax) and a planned construction period of 13 months [2].

摘要：【图】2025年1-3月重庆市原油产量数据分析 2025年1-3月原油产量分析： 据国家统计局数据，在2025年的前3个月，重庆市规模以上工业企业原油产量累计达到了0.8万吨，与 2024年同期的数据相比，增长了22.0%，增速较2024年同期低94.2个百分点，增速放缓，增速较同期全 国高20.9个百分点，约占同期全国规模以上企业原油产量5408.8万吨的比重为0.0%。 图表：重庆市原油产量分月（累计值）统计 2025年3月原油产量分析： 单独看2025年3月份，重庆市规模以上工业企业原油产量达到了0.3万吨，与2024年同期的数据相比，3 月份的产量增长了13.1%，增速较2024年同期低108.5个百分点，增速放缓，增速较同期全国高9.6个百 分点，约占同期全国规模以上企业原油产量1902.5万吨的比重为0.0%。 图表：重庆市原油产量分月（当月值）统计 石油化工行业最新动态 石油的现状和发展趋势 化工行业现状与发展趋势 日化市场现状及前景分析润滑油市场调研与发展前景汽油发展现状及前景预测 柴油市场调研及发展趋势橡胶行业监测及发展趋势 塑料未来发展趋势预测 化妆品现状及发展前景 清洁护肤发展前景 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the Market" for the basic chemical industry [5][8]. Core Insights - The basic chemical industry index fell by 3.61% in April 2025, ranking 20th among 30 major industries, with a year-on-year decline of 0.37% [5][11]. - The report emphasizes the importance of focusing on potassium fertilizer and phosphorus chemical industries, which are expected to see price recovery due to tightening supply and strong demand [5][8]. Market Review - In April 2025, 12 out of 33 sub-industries in the basic chemical sector saw price increases, with daily chemical products, inorganic salts, and fluorine chemicals leading the gains at 8.56%, 4.37%, and 3.46% respectively [12]. - The overall performance of the basic chemical sector was characterized by a significant price drop in chemical products, influenced by falling international oil prices [5][8]. Industry and Company News - The report highlights that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in Q1 2025, a slight year-on-year decline of 0.4% [16]. - The report notes that the potassium fertilizer sector is characterized by strong resource attributes and a concentrated supply structure, which is expected to drive price recovery [5][8]. Product Price Tracking - In April 2025, the prices of chemical raw materials and products saw a year-on-year decline of 4.1%, with significant impacts from the drop in oil prices [20][21]. - The report tracks the price movements of various chemical products, indicating a general downward trend due to external market pressures [5][8]. Investment Strategy - The investment strategy for May 2025 suggests continued focus on potassium fertilizer and phosphorus chemical industries, which are expected to benefit from tightening supply and robust demand [5][8].

Core Viewpoint - The strategic cooperation framework agreement between Huajin Amoco Petrochemical Co., Ltd. and Jinfeng Technology presents significant opportunities for collaboration in the petrochemical industry, focusing on material and energy supply, product sales, and technological innovation [1][2]. Group 1: Strategic Cooperation - Huajin Amoco Petrochemical Co., Ltd. (HAPCO) is a joint venture established on December 31, 2019, with a total investment of 83.7 billion yuan, focusing on a major refining and chemical project expected to generate over 100 billion yuan in annual sales revenue by 2025 [1]. - The proximity of Jinfeng Technology's bio-based materials project to HAPCO's operations enhances the potential for collaboration across various sectors, including logistics and production management [1]. Group 2: Jinfeng Technology's Operations - Jinfeng Technology, established on January 20, 2020, focuses on ABS resin, polyolefin products, and green petrochemical business, with a projected revenue of 7.285 billion yuan in 2024, reflecting a year-on-year growth of 15.62% [2]. - The company has an annual production capacity of 600,000 tons for ABS and PDH, and 260,000 tons for acrylonitrile, with a notable increase in new materials sales by 32.51% [2]. Group 3: Global Expansion - Jinfeng Technology has established nine production bases globally, including in Vietnam, India, and the United States, with ongoing projects in Mexico aimed at producing high-performance modified plastics [3]. - The Mexican project, covering 150,000 square meters, plans to produce 300,000 tons of high-performance plastics annually, targeting high-growth sectors such as automotive and electronics [3]. Group 4: Future Market Opportunities - In 2025, Jinfeng Technology aims to expand its market share by developing materials for emerging industries such as smart driving and humanoid robots, leveraging its existing technological advantages [4]. - The company is focusing on innovative applications of semi-aromatic polyamides and LCP materials in traditional markets while exploring new applications in the electric vehicle sector [5].