（来源：千龙网） 1月23日，大连高新技术产业园区海创科技交流中心内座无虚席。中国科学院能源化工技术与企业需求 对接会暨英歌石科学城科技成果对接会在此举办，一场精准对接前沿技术与产业需求、架起实验室到生 产线桥梁的"双向奔赴"正式上演。16家中国科学院能源化工领域院所专家携核心技术而来，来自130余 家重点企业、金融机构的二百余名代表怀揣需求赴约，以期让创新成果化作实实在在的发展硕果与经济 收益。 此次高效对接，正是大连推动产学研用深度融合，科技成果转化效能不断释放的鲜活缩影。近日，大 连"官宣"2025年地区生产总值突破万亿元大关，成为东北首个跻身"万亿俱乐部"的城市。这份沉甸甸的 成绩单，不仅是大连自身发展的量级跨越，更为正处于转型攻坚期的东北老工业基地注入了强劲信心， 是东北振兴进程中具有标志性意义的里程碑。 面对传统产业占比超80%的现实，如何以科技赋能打破"路径依赖"，实现从"规模扩张"到"质效提升"的 跨越，成为大连破局的关键。 在长兴岛渤海湾畔，恒力重工创下的"恒力速度"令人惊叹——一期"海洋工厂"150天建成投用，沉睡十 余年的存量资产涅槃重生；二期"未来工厂"五个月建成投用，助推恒力重工成为 ...

Core Viewpoint - The petrochemical sector is experiencing a positive trend, with the China Petrochemical Industry Index showing an increase, and significant inflows into the Petrochemical ETF, indicating strong investor interest and potential for growth [1][2]. Group 1: Market Performance - As of January 28, 2026, the China Petrochemical Industry Index rose by 0.54%, with key stocks like Zhejiang Longsheng hitting the daily limit up, and others such as China National Offshore Oil Corporation and Hubei Biopharma also seeing gains [1]. - The Petrochemical ETF (159731) increased by 0.39%, with a turnover rate of 4.34% during the trading session [1]. - Over the past 15 days, the Petrochemical ETF has attracted a total net inflow of 745 million yuan, reaching a record high of 1.018 billion shares and a total size of 1.045 billion yuan [1]. Group 2: Performance Metrics - The Petrochemical ETF has seen a net value increase of 62.39% over the past two years [1]. - The highest monthly return since inception was 15.86%, with the longest streak of consecutive monthly gains being 8 months and a maximum cumulative increase of 41.60% [1]. - The average monthly return during the rising months was 5.25%, and the ETF outperformed its benchmark with an annualized excess return of 2.35% over the past year [1]. Group 3: Industry Outlook - Tianfeng Securities indicates that a turning point in policy and capital expenditure is evident, with the concept of "anti-involution" suggesting improved profitability and healthier long-term development for the industry [1]. - The chemical industry is entering a strategic window, characterized by the exit of high-cost marginal capacity overseas and a restructuring of the global chemical order [1]. Group 4: Top Holdings - As of December 31, 2025, the top ten weighted stocks in the China Petrochemical Industry Index accounted for 56.73% of the index, including Wanhua Chemical, China Petroleum, and China Petrochemical among others [2].

Core Viewpoint - The report presented at the 14th Provincial People's Congress outlines the economic and social development plans for Fujian Province, highlighting achievements and setting goals for 2026, with a projected GDP of 60,199.45 billion yuan and a growth rate of 5% for 2025 [1] Group 1: Economic Development - The province aims to stabilize employment, businesses, and market expectations, ensuring overall economic stability and progress [1] - The industrial value added for large-scale industries is expected to grow by 6.5%, with the manufacturing sector's contribution to GDP ranking second nationally [2] - Investment in key projects reached 739.8 billion yuan, exceeding annual targets [6] Group 2: Education and Innovation - The establishment of Fujian Fuyou University and the approval of regional technology transfer centers enhance educational support [3] - R&D investment is projected to exceed 130 billion yuan, with over 1.5 million national high-tech enterprises [3][4] Group 3: Consumption and Investment - Retail sales of consumer goods increased by 4.4%, supported by initiatives to boost consumption [5] - The province's focus on new consumption models, such as instant retail, positions it among the top nationally [5] Group 4: Reform and Business Environment - The introduction of the "Fujian Provincial Private Economy Promotion Regulations" aims to enhance the development of the private sector [7] - The province has implemented a long-term plan to optimize the business environment, achieving top rankings in project approval reforms [7] Group 5: External Relations and Trade - The "Maritime Silk Road" initiative has accelerated trade and maritime integration, with 367 members in the alliance [8] - The province is expanding its international trade and investment, with a focus on cross-border e-commerce [8] Group 6: Social Development and Welfare - Urban employment remains stable, with 545,800 new jobs created and a 4.7% urban unemployment rate [11] - Public services have improved, with new educational and elderly care facilities established [11] Group 7: Environmental and Safety Measures - The province has made significant progress in pollution prevention and ecological conservation, with a 66.1% share of clean energy in installed capacity [10] - Safety measures have been enhanced, with a 15.2% reduction in workplace accidents [14]

Core Viewpoint - The industrialization and large-scale supply of POE (polyolefin elastomer) by Dushanzi Petrochemical Company in Xinjiang is set to significantly reduce China's reliance on imported products for emerging industries such as photovoltaics and new energy vehicles by 2025, with a production target of nearly 60,000 tons [2] Group 1: Product and Technology - POE combines the processability of plastics with the high elasticity of rubber, making it widely applicable in photovoltaic modules, lightweight automotive parts, and high-end packaging [2] - The POE-based photovoltaic adhesive film is a key encapsulation material in high-end photovoltaic components, which has historically relied on imports due to high production technology barriers and stringent process controls [2] - Dushanzi Petrochemical's self-developed gas-phase process fills a technological gap in the field, achieving international advanced levels in light transmittance and ranking among the best in domestic POE quality stability [2] Group 2: Environmental and Economic Impact - The gas-phase process is more environmentally friendly, with energy consumption approximately 60% of that of the solution process, and it produces no solvent emissions, resulting in low volatile content and minimal odor [2] - With the completion of other POE projects by China National Petroleum Corporation, total production capacity is expected to exceed 300,000 tons by the end of 2026, ensuring supply chain security for new energy and other emerging industries [2]

Group 1 - The core viewpoint of the news is that by 2025, China's strategic emerging industries will experience significant growth, with a focus on the integration of technological innovation and industrial development, leading to a robust performance in high-tech sectors [1][2] - In 2025, sales revenue in China's high-tech industries is projected to grow by 13.9% year-on-year, with high-tech manufacturing and high-tech services increasing by 10.1% and 16.6% respectively [1] - Key sectors such as lithium-ion battery manufacturing, service robots, industrial robots, and biopharmaceuticals are expected to see remarkable sales growth, with increases of 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] Group 2 - The sales revenue of China's scientific and technological service industry is anticipated to rise by 20.4% year-on-year in 2025, indicating a stronger application of technological achievements [1] - The sales revenue of knowledge-intensive industries, particularly those focused on intellectual property, is expected to grow by 10.7% year-on-year, reflecting an increase in the conversion of scientific achievements [1] - The total transaction amount of technology contracts nationwide is projected to increase by 19.1% year-on-year in 2025, showcasing the active aggregation of innovative elements [1] Group 3 - The digital economy's core industries are expected to see a sales revenue increase of 9.4% year-on-year in 2025, with related digital product manufacturing and digital technology application industries growing by 9.4% and 13.8% respectively [2] - The amount spent by enterprises on digital technology is projected to grow by 9.6% year-on-year, with manufacturing sector spending increasing by 10.4%, indicating a significant upgrade in industrial digitalization [2] - Traditional industries are accelerating their transformation, with notable increases in the procurement of automation equipment in sectors like petrochemicals, steelmaking, and ironmaking, with growth rates of 17.3%, 11.7%, and 12.7% respectively [2] Group 4 - The tax data reflects a strong performance in high-tech industries and improved efficiency in the conversion of scientific achievements, indicating solid progress in China's technological self-reliance and the cultivation of new productive forces [2] - Under precise policy support, the accelerated aggregation of innovative elements is driving the upgrade of industrial structures towards higher-end development, providing strong and sustainable internal momentum for high-quality growth [2]

Group 1 - The core viewpoint of the articles highlights the accelerated integration of technological innovation and industrial innovation in China by 2025, showcasing significant growth in strategic emerging industries and improved efficiency in technology transfer [1][2] Group 2 - Strategic emerging industries are experiencing robust growth, with high-tech industry sales revenue projected to increase by 13.9% year-on-year in 2025. Specifically, high-tech manufacturing and high-tech services are expected to grow by 10.1% and 16.6%, respectively. Notable sectors include lithium-ion battery manufacturing, service robots, industrial robots, and biopharmaceuticals, with sales revenue growth rates of 25.1%, 60.7%, 17.4%, and 7.7% respectively [1] - The conversion of scientific and technological achievements is continuously improving, with sales revenue in the scientific research and technical service industry expected to rise by 20.4% year-on-year in 2025. Knowledge-intensive industries are also projected to see a 10.7% increase in sales revenue, indicating a stronger application of technological achievements. The national technology contract transaction amount is expected to grow by 19.1% [1] - The integration of digital technology with the real economy is deepening, with core digital economy industries projected to see a 9.4% increase in sales revenue in 2025. Related sectors such as digital product manufacturing and digital technology application are expected to grow by 9.4% and 13.8%, respectively. Additionally, enterprise procurement of digital technology is anticipated to rise by 9.6%, with manufacturing sector procurement increasing by 10.4% [2] - Traditional industries are accelerating their transformation and upgrading, particularly in automation. The procurement of automation equipment in traditional sectors such as petrochemicals, steelmaking, and ironmaking is expected to increase by 17.3%, 11.7%, and 12.7% year-on-year, respectively [2] - The data reflects solid achievements in China's technological self-reliance and the cultivation of new productive forces, indicating a strong and sustainable internal momentum for high-quality development [2]

过去一年，吉林省推动产业转型升级，奥迪一汽新能源、红旗天工等一批新车型投产上市，新能源汽车 产量增长25.6%；吉化乙烯项目投产，总产能达190万吨，吉林化纤（000420）碳纤维产销量均跃升至 全球第1位，白城梅花建成世界最大的赖氨酸生产基地，产能占全球30%；新能源产业投资突破1300亿 元，新增开发装机超过600万千瓦；国电投大安、上海电气（601727）洮南、中能建松原等一批"绿电氢 氨醇"标志性项目建成投产，总产能全国领先；长春、松原、白城入选国家能源领域首批氢能区域试 点；全国首列氢能文旅列车成功投运；组建吉翼具身智能机器人公司，设立仿生机器人制造业创新中 心，抢占人工智能新赛道迈出坚实步伐。 过去一年，吉林省因地制宜发展新质生产力，实施光电、制储氢等10个聚力攻坚专项，部署关键技术攻 关项目459个；完成新建、重组11家全国重点实验室；"吉林一号"组网卫星增至144颗，带动上下游千余 家企业形成产业集群；省内转化科技成果增长24%，高技术制造业增加值增长13%。 "十四五"时期，吉林省发展质效持续提升，地区生产总值跨越3个千亿元台阶，达到1.5万亿元、增长 19.8%；人均地区生产总值增长25% ...

2025年，山东省实现地区生产总值10.3万亿元(人民币，下同)，同比增长5.5%，成为北方首个、中国第 三个迈入"十万亿俱乐部"的省份。在刘德军看来，这份成绩单不仅是经济体量的历史性跨越，更是山东 以新旧动能转换破解传统路径依赖、以高水平开放链接双循环、以创新驱动培育新质生产力的生动实 践。 "山东能够突破10万亿元大关，关键在于'筑牢实体经济根基、激活全域增长动能、政策精准赋能'的三 重合力，最终实现量的合理增长与质的有效提升。"刘德军表示，作为中国唯一拥有41个工业大类的省 份，山东工业根基扎实，2025年规上工业增加值同比增长7.6%，36个工业行业实现增长，为经济增长 筑牢"工业压舱石"。 中新网济南1月27日电(孙婷婷 周艺伟 刘驰原 )正在济南举行的山东省两会上，山东省政协委员、山东省 宏观经济研究院战略规划研究所所长刘德军接受中新网记者专访，深入解码山东经济突破的核心逻辑， 把脉10万亿新起点、"新引擎"。 值得一提的是，绿色转型为山东破解重化工业发展瓶颈提供了关键突破口。作为绿色低碳高质量发展先 行区，2025年，山东非化石能源装机占比达54.2%，比2020年提高23.4个百分点，核能供热 ...

中化新网讯 近日，湖南石化与合作单位共同完成的"医用热塑性弹性体材料制备新技术及其大规模应 用"成果获2025年度中国石油和化学工业联合会科技进步一等奖。 此前湖南石化自主开发了国内第一套万吨级医用热塑性弹性体SEBS（氢化苯乙烯-丁二烯-苯乙烯嵌段 共聚物）成套技术并实现工业化生产，获国家科技进步二等奖；该公司医用SEBS产品于2019年11月列 入工信部生物医用材料生产应用示范平台；2021年建成万吨级医用SEBS工业示范生产线，产品用于输 液管的市场占有率达95%；2021年，医用SEBS获评中国石油和化学工业联合会化工新材料年度创新产 品；2022年，湖南石化与石家庄四药有限公司合作申请了国家药监局输液袋用SEBS的CDE号（中国食 品药品监管技术研究中心的备案查询码）。2023年9月CDE号激活，湖南石化成中国唯一医用输液袋用 SEBS注册授权供应商。 "十四五"期间，该部医用SEBS输液管专用料和输液膜专用料产销量稳定增长。2025年，湖南石化橡胶 部聚焦市场和用户需求，夯实安稳运行基础，调整产品结构，优化工艺操作，医用SEBS产销量同比增 长63%。 ...

相关产品： 化工行业ETF易方达（516570）一键打包石化产业龙头，管理费率+托管费率合计仅0.2%/年，助力投资 者低成本布局传统能源产业机会。 化工行业ETF易方达（516570）跟踪中证石化产业指数，备受资金青睐。数据显示，该基金连续5日获 资金净流入，合计超1.8亿，近20日资金净流入超2.7亿。 近期，地缘政治事件频发，引发市场对原油供给的担忧，国际油价持续走强。原油作为"化工之母"，其 价格上涨通过产业链层层传导，从成本端支撑了众多化工品的价格。与此同时，下游储能、新能源车等 领域的需求持续超预期，特别是锂电池材料等，形成了强大的需求拉力。成本推升与需求拉动共同作用 下，南华塑料指数、环氧丙烷、涤纶等多个化工品价格近期均出现显著上涨，直接改善了相关企业的盈 利预期。 中国银河证券表示，2024年以来化工行业资本开支迎来负增长，随着"反内卷"浪潮袭来及海外落后产能 加速出清，供给端有望收缩。"十五五"规划建议"坚持扩大内需"为未来五年定调，化工品需求空间打 开。其认为，供需双底基本确立，政策预期强力催化，2026年化工行业或迎周期拐点向上，开启从估值 修复到业绩增长的"戴维斯双击"。 截至10：4 ...