Core Viewpoint - The Chinese Ministry of Industry and Information Technology emphasizes the importance of stabilizing industrial growth, promoting technological innovation, and integrating industry and technology to support economic development [1][2][3] Group 1: Industrial Growth Strategies - The Ministry will focus on four key areas: "stabilize," "expand," "create," and "increase" to ensure industrial growth [2][3] - "Stabilize" involves maintaining growth in key industries and regions, which account for 80% of total industrial output [2][3] - "Expand" aims to enhance effective demand by promoting flexible manufacturing and accelerating the application of new technologies like artificial intelligence [2][3] - "Create" focuses on value creation and quality improvement through the revitalization of traditional industries and the development of emerging industries [2][3] Group 2: Support for Enterprises - The Ministry plans to enhance the vitality of business entities by improving cash flow for small and medium-sized enterprises and addressing overdue payments [3][8] - A national industrial and information technology conference highlighted the need to consolidate the positive trend in industrial growth and support major industrial provinces [3][8] Group 3: Future Industrial Development - Economic experts predict that new production capabilities and policy tools will support industrial production in 2026, despite challenges from weak demand in investment, consumption, and exports [3][9] - Specific provincial goals for 2026 include a target of approximately 6.5% growth in industrial output for Anhui and around 6% for Zhejiang, with a focus on digital economy and manufacturing investment [9][10]

新华社北京1月12日电 新华社记者周圆 "十五五"规划建议将"建设现代化产业体系，巩固壮大实体经济根基"摆在战略任务的首位。近期召开的 中央经济工作会议围绕推进新型工业化，作出一系列部署。 2026年是"十五五"开局之年。如何确保工业经济平稳增长？怎样加快推动科技创新和产业创新深度融 合？新华社记者采访了工业和信息化部党组书记、部长李乐成。 四方面发力，推动工业经济行稳致远 问：2026年将采取哪些措施保持工业经济平稳增长？ "稳"就是要稳定重点行业和重点地区增长。重点行业和地区的工业增加值都占到工业总量的80%。我们 将充分发挥重点行业规模大、产业链长、带动强的优势，深入实施新一轮钢铁、有色金属、石化等十大 重点行业稳增长工作方案，继续支持工业大省挑大梁，强化政策支持和要素保障。 "扩"就是要挖潜扩大有效需求。我们将加强供需适配，积极推广柔性制造，加快人工智能等新技术新模 式创新应用，分行业分领域建设中国消费名品方阵，引导企业加大适销对路产品生产。加快启动"十五 五"重大工程项目，加强工贸政策协同。 "创"就是要促进价值创造、以质取胜。我们将统筹实施传统产业焕新行动和发展壮大新兴产业打造新动 能行动，深入推 ...

深入实施新一轮钢铁、有色金属、石化等十大重点行业稳增长工作方案，继续支持工业大省挑大梁，强 化政策支持和要素保障。 据新华社，2026年将采取哪些措施保持工业经济平稳增长？对此，工业和信息化部部长李乐成在接受采 访时表示，2026年，我国工业经济发展韧性强、潜力大、活力足的优势条件没有改变，当然也面临一些 风险挑战，只要坚定信心、迎难而上，用创新的思路、改革的办法，用足用好优势条件，完全能够推动 工业经济行稳致远。我们将着重抓好"稳""扩""创""增"四方面工作。 "创"就是要促进价值创造、以质取胜。我们将统筹实施传统产业焕新行动和发展壮大新兴产业打造新动 能行动，深入推进重大技术改造升级工程，强化标准引领、质量提升、品牌建设。 "增"就是要进一步增强经营主体动力活力。我们将健全优质企业梯度培育体系，高度重视帮助企业特别 是中小微企业改善现金流，加力清理拖欠企业账款。强化重点行业产能监测预警和产能治理，巩固拓 展"内卷式"竞争综合整治成效。 "稳"就是要稳定重点行业和重点地区增长。重点行业和地区的工业增加值都占到工业总量的80%。我们 将充分发挥重点行业规模大、产业链长、带动强的优势，深入实施新一轮钢铁、有色 ...

2026年将采取哪些措施保持工业经济平稳增长？对此，工业和信息化部部长李乐成在接受采访时表示， 2026年，我国工业经济发展韧性强、潜力大、活力足的优势条件没有改变，当然也面临一些风险挑战， 只要坚定信心、迎难而上，用创新的思路、改革的办法，用足用好优势条件，完全能够推动工业经济行 稳致远。我们将着重抓好"稳""扩""创""增"四方面工作。 "稳"就是要稳定重点行业和重点地区增长。重点行业和地区的工业增加值都占到工业总量的80%。我们 将充分发挥重点行业规模大、产业链长、带动强的优势，深入实施新一轮钢铁、有色金属、石化等十大 重点行业稳增长工作方案，继续支持工业大省挑大梁，强化政策支持和要素保障。 "扩"就是要挖潜扩大有效需求。我们将加强供需适配，积极推广柔性制造，加快人工智能等新技术新模 式创新应用，分行业分领域建设中国消费名品方阵，引导企业加大适销对路产品生产。加快启动"十五 五"重大工程项目，加强工贸政策协同。 "创"就是要促进价值创造、以质取胜。我们将统筹实施传统产业焕新行动和发展壮大新兴产业打造新动 能行动，深入推进重大技术改造升级工程，强化标准引领、质量提升、品牌建设。 "增"就是要进一步增强经营 ...

Core Insights - In 2025, Guangdong Petrochemical Company achieved significant production milestones, processing 46 types of crude oil and surpassing world-class benchmarks in crude processing, ethylene, and aromatics production [1] Ethylene Production - The 1.2 million tons/year ethylene plant exceeded 1.4 million tons in annual output, marking a significant achievement in long-cycle, high-load, and efficient operation [2] - The company has been recognized as an energy efficiency leader for two consecutive years, implementing a refined management system and cross-departmental collaboration to maintain high-load operations [2] - Over 200 improvement suggestions were implemented by employees, leading to a 5% reduction in overall energy consumption compared to design values [2] Environmental Initiatives - The plant reduced volatile organic compound emissions by 15% year-on-year through optimized torch system operations and improved waste gas treatment [3] Aromatics Production - The aromatics plant achieved a total production of over 2.6 million tons of paraxylene (PX) and 760,000 tons of benzene, with a 3% year-on-year increase in benzene production [4] - The plant successfully addressed challenges such as solvent contamination and improved separation efficiency, resulting in an additional 50,000 tons of PX production [4] - The department received dual recognition as an energy and water efficiency leader in the petrochemical industry for 2024 [4] Refining Operations - The refining sector processed over 20.06 million tons of crude oil in 2025, with the vacuum distillation units processing 5.6 million tons of crude from 46 countries [5] - The company emphasized quality and structural optimization in its refining strategy, achieving a doubling of asphalt processing capacity and enhancing product competitiveness [6] - The refining department aims to continue technological and management innovations to contribute to national energy security and regional economic development [6]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600309 | 万华化学 | -1.42% | 10.47% | | 601857 | 中国石油 | -0.20% | 7.63% | | 000792 | 盐湖股份 | 2.46% | 6.44% | | 600028 | 中国石化 | -3.73% | 6.44% | | 600938 | 甲国海海 | -0.56% | 5.22% | | 600160 | 巨化股份 | -3.91% | 4.51% | | 000408 | 藏格矿业 | -1.41% | 3.82% | | 600143 | 金发科技 | 3.25% | 3.69% | | 600426 | 华鲁恒升 | -1.53% | 3.31% | | 600989 | 宝幸能源 | -1.77% | 3.27% | 截至1月9日，石化ETF近2年净值上涨49.64%。从收益能力看，截至2026年1月9日，石化ETF自成立以来，最高单月回报为15.86%，最长连涨月数为8个月， 最长连涨涨幅为41.60%，上涨月份平均收益率为5.25 ...

Economic Growth - The regional GDP has increased by 5.9% [1] - The total investment from signed projects reached 122.3 billion [1] - The industrial added value for the first eleven months grew by 8.2% and 11.2% respectively [1] Industrial Development - The petrochemical and steel industries achieved an industrial output value exceeding 270 billion [1] - The integrated circuit industry generated revenue of 47.213 billion, marking an 8.9% growth and accounting for 51.43% of the city's total [1] - The biopharmaceutical industry reported revenue of 43.5 billion, with a 12% increase [1] Project Highlights - Major projects include the construction of high-end daily chemical products and high-performance additives [1] - The launch of the first domestically produced general-purpose GPU chip by Muxi [1] - The total investment from Huatianshi in Jiangbei exceeds 34 billion [1] Strategic Goals - The focus for the year includes achieving a 5% growth in comparable GDP and positive growth in total social investment [2] - The integration of Jiangbei New Area and Pukou District aims to enhance development capabilities through unified leadership and operations [2] - The strategic layout is centered around "2+4+N" industries, emphasizing technological and industrial innovation [2]

（来源：中科院之声） ▲我国硫化氢清洁处理技术取得新突破（视频来源：中央广播电视总台） 作为一种剧毒化合物，硫化氢容易被氧化为二氧化硫并形成酸雨，危害生态环境和人体健康。 从实验室到工厂的"跨越" 基于"离场电催化全分解硫化氢制氢和硫磺技术"，研究团队合作在煤化工领域开展了10万方/年硫化氢消除与资源化利用的工业示范项目。 经过十余年研发，中国科学院大连化学物理研究所李灿团队成功解决了规模化分解硫化氢工程放大问题，研发出具有我国自主知识产权的"离场电催化全 分解硫化氢制氢和硫磺技术"。1月6日，"离场电催化全分解硫化氢制氢和硫磺技术"通过科技成果评价。 01 硫化氢消除之困 "离场电催化全分解硫化氢制氢和硫磺技术"在反应空间上解耦化学反应和电荷传输，利用电子介导将电极表面反应移离电极，在电极外的反应器中分别完 成硫化氢氧化制硫磺和质子还原产氢。 这一设计避免了硫磺在电极表面沉积及污染电池隔膜的难题，排除了催化剂表面气泡粘附对析氢反应的影响，发明了电催化制化学品的新反应模式。 该技术为天然气、石化、煤化工等行业提供了关键绿色转型方案，也为高含硫化氢资源开发与工业绿色低碳发展提供了坚实支撑。 02 ▲离场电催化全 ...

点击上方"光大证券研究"可以订阅哦 世歌三章状出版 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户,用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 光大研究一周热榜,精选"光溯" 小程序本周阅读量前十研报。 汽车 龄听光的声音同意光的观察/了解光的态度 卡位丝杠磨削设备+工艺,一体化布局未来可期- －双林股份（300100.SZ）投资价值分析报告 部萍,倪昊婧 公司深度 2026-01-07 通过内修+外购逐步形成产业优势 双林股份深耕汽零四十年. 设备+丝杠业务有望成为公司全新增长驱动刀。1）看好2H26E 机器人逐步上量爬坡+丝杠国产替代趋势；2）双林具备丝杠磨 削设备+产品/工艺优势,为国产丝杠领域稀缺标的,且主业表 现稳健。预计25E/26E/27E公司归母净利润分别为5.34/6.47/8 .11亿元。我们首次覆盖双林股份，给予"买入"评级。 长按 ...

从江阴码头驱车不到5分钟就来到中景石化科技园，记者换乘园区观光车深入厂区，只见塔器林立、管 道交错，感受到的是这座超级露天工厂繁忙背后的高效。原料从港口输送至工厂仅需30分钟，成品从丙 烷到聚丙烯一天可生产7000多吨，大货车每天需要运输聚丙烯200多车…… 1月5日14时，福清江阴港海面吹来凛冽寒风，一艘加拿大籍卡布利汽船在福清出入境边防检查站执勤民 警的监护下，顺利靠泊12号液体化工码头，随即开展装卸作业，实现"随到随卸"。 船上满载的是4.5万吨丙烷。"这一船原料可以满足我们5天的生产量。"福建中景石化有限公司常务副总 经理黄敏说，三四个小时后，这批原料将被装卸到码头上的3个低温丙烷罐内，再经密闭管道泵送到3公 里外的中景石化科技园区。 黄敏告诉记者，自从2017年中景石化在江阴港有了专用码头后，"船—港—厂"原料直输大大缩短了周转 时间、降低了企业运营成本。如今"通关模式"升级后，船舶靠港"零等待"、作业"零障碍"，还能24小时 全天候查验，让园区原料供应不间断。 "化工船舶作业时间紧，监管要求严，安全需求高。对此，我们靠前服务，提前掌握船舶动态、船员信 息及作业计划，采用'提前预检+到港即办'模式， ...