12月16日，中国石化集团首次上市公司投资者联合交流活动在京举行。 活动上，中国石化上市公司市值提升专项行动启动。 中国石油化工集团有限公司党组成员、总会计师蔡勇表示，专项行动旨在提升投资价值、增强股东回 报。主要包括三方面： 一是将继续提升治理效能，强化上市公司管理，持续完善上市公司常态化管理体系，聚焦战略发展定位 规划，资本运作与市值管理，资本市场人才队伍建设三大核心业务，推动中国石化上市公司长效管理机 制落实落地； 二是将继续完善回报制度，共享发展成果，努力提高信息披露质量，持续强化投资者关系管理，继续坚 持稳定、可预期的现金分红政策，有序开展回购增持，稳步增强全体股东回报； 三是将继续优化资本布局，释放板块价值，持续开展并购重组、权益融资等资本运作，在调整产业布 局、助力产业链向高端化和精细化延伸的同时优化上市公司结构，力争"十五五"期间上市公司的市场价 值总体持续提升。 参与启动活动的包括中国石化、石化油服、中石化炼化工程、上海石化、石化机械、中石化冠德、泰山 石油、岳阳兴长、四川美丰等中国石化集团旗下9家上市公司高管。国资证券监管机构，中央企业、产 业伙伴、证券金融基金机构等多家单位代表出席活动。 ...

12月16日，中国石化（600028）集团首次上市公司投资者联合交流活动在京举行。 活动上，中国石化上市公司市值提升专项行动启动。 中国石油化工集团有限公司党组成员、总会计师蔡勇表示，专项行动旨在提升投资价值、增强股东回 报。主要包括三方面： 一是将继续提升治理效能，强化上市公司管理，持续完善上市公司常态化管理体系，聚焦战略发展定位 规划，资本运作与市值管理，资本市场人才队伍建设三大核心业务，推动中国石化上市公司长效管理机 制落实落地； 三是将继续优化资本布局，释放板块价值，持续开展并购重组、权益融资等资本运作，在调整产业布 局、助力产业链向高端化和精细化延伸的同时优化上市公司结构，力争"十五五"期间上市公司的市场价 值总体持续提升。 参与启动活动的包括中国石化、石化油服（600871）、中石化炼化工程、上海石化（600688）、石化机 械（000852）、中石化冠德、泰山石油（000554）、岳阳兴长（000819）、四川美丰（000731）等中国 石化集团旗下9家上市公司高管。国资证券监管机构，中央企业、产业伙伴、证券金融基金机构等多家 单位代表出席活动。 中金公司（601995）发布2026年展望称，石 ...

（文章来源：第一财经） 中金公司研报认为，石化化工行业下行周期已持续约3年半时间，随着行业资本开支持续下降及海外落 后产能加快退出，我们认为行业产能将进入低增长阶段，同时以行业自律为主的反内卷也加快了相关产 品盈利修复。随着供给端利好因素持续累积及新能源等领域需求的快速增长，我们预计化工行业周期拐 点有望到来。 ...

人民财讯12月17日电，中金公司发布2026年展望称，石化化工行业下行周期已持续约3年半时间，随着 行业资本开支持续下降及海外落后产能加快退出，研报认为行业产能将进入低增长阶段，同时以行业自 律为主的反内卷也加快了相关产品盈利修复。随着供给端利好因素持续累积及新能源等领域需求的快速 增长，中金公司预计化工行业周期拐点有望到来。 转自：证券时报 ...

Core Viewpoint - The petrochemical industry has been in a downturn for approximately 3.5 years, but with a decline in capital expenditure and the accelerated exit of outdated overseas capacity, the industry is expected to enter a low-growth phase. The self-discipline within the industry is accelerating the recovery of product profitability, and the anticipated growth in demand from sectors like new energy suggests a potential turning point for the chemical industry cycle [2][3][11]. Industry Performance - The chemical price index and profit margins are currently at low levels, with a 10.3% decline in the chemical product price index from early 2025, placing it at the 10.4% percentile since 2012. The profit margin for chemical raw materials and products from January to October 2025 is at 4.14%, the lowest since 2017. The gross and net profit margins for petrochemical companies in Q3 2025 are 15.9% and 4.6%, respectively, also among the lowest in recent years [6][12]. Supply Dynamics - Capital expenditure for petrochemical companies decreased by 18.3% and 10.1% in 2024 and Q1-Q3 2025, respectively. The construction of new projects has also seen a decline, with a 13.2% year-on-year drop in Q3 2025. The growth rate of fixed assets and ongoing projects is at its lowest since Q1 2018, at 6.8% [3][7]. The exit of 11 million tons of outdated capacity in Europe from 2023 to 2024 is expected to alleviate global supply-demand imbalances [7]. Demand Outlook - The demand for chemical products is expected to remain resilient, with a focus on the recovery of the U.S. real estate market. The domestic demand for chemical products is projected to grow, supported by policies aimed at achieving around 5% economic growth in 2026. Early-cycle products like chemical fibers are anticipated to see rapid growth in consumption from 2020 to 2024 [12][14]. Investment Opportunities - The industry is expected to see a turning point, with favorable supply-side factors and rapid growth in demand for materials in the new energy sector. The valuation of chemical companies is currently low, with significant profit growth expected in 2026 for leading companies. The chemical fiber industry, particularly PTA and polyester filament, is expected to experience a cyclical upturn in 2026 [15][25].

Core Viewpoint - The article discusses the release of the "Management Measures for Industrial Technology Basic Public Service Platforms" by the Ministry of Industry and Information Technology, emphasizing the importance of these platforms in supporting industrial development and technological innovation [3][8]. Summary by Sections General Principles - The purpose of the measures is to implement the manufacturing power strategy, enhance the industrial support system, and cultivate authoritative and foundational public service platforms for industrial technology [10]. - The service platforms are defined as specialized institutions that provide essential support services across the entire chain of technological innovation activities, from research and development to industrialization [10]. Application - Applicants for service platforms must clearly define their service industry and scope, focusing on key sectors such as equipment, petrochemicals, steel, non-ferrous metals, construction materials, light industry, textiles, food, pharmaceuticals, new information technology, biotechnology, new energy, new materials, and more [13][14]. Basic Requirements - Applicants must have independent legal status and engage primarily in industrial technology basic services, with at least 60% of their business related to this area [14]. - They should have a strong reputation in the industry, a well-established operational mechanism, and a minimum of one year of relevant service experience [14]. - The platforms must also possess high-level professional talent, necessary infrastructure, and technical capabilities, including having equipment valued at no less than 10 million yuan or annual service revenue exceeding 10 million yuan [14]. Review and Publication - The Ministry of Industry and Information Technology will conduct annual reviews of the service platforms, with evaluations based on submitted annual reports and performance assessments [24]. - A third-party organization or expert group will be responsible for reviewing applications and conducting on-site evaluations if necessary [18]. Operation - Service platforms are required to strengthen their institutional norms, adhere to principles of fairness and integrity, and accept government guidance and social supervision [21]. - They must also enhance their operational capabilities, improve service quality, and adapt to industry trends and technological developments [22]. Dynamic Management - The Ministry will implement dynamic management of the service platforms, conducting annual evaluations and comprehensive reviews every three years [24]. - Platforms that fail to meet performance standards or engage in fraudulent activities may be removed from the official list and barred from reapplication for three years [25].

12月1 0日，工信部发布的《产业技术基础公共服务平台管理办法》指出，服务平台申报单位应当明确申报的服务行业领域及服务范 围。服务重点行业和领域包括装备、石化化工、钢铁、有色、建材、轻工、纺织、食品、医药、新一代信息技术、生物技术、新能 源、新材料、新能源汽车、仪器仪表、安全应急、民用爆炸物品、民用航空、船舶与海洋工程、绿色环保、人工智能、元宇宙、脑机 接口、量子信息、新型储能等；服务范围主要包括计量检测、标准验证与检测、质量可靠性试验检测、认证认可、产业信息、知识产 权、技术成果转化等。 以下为原文 | | | | 发文机关:工业和信息化部 | | | --- | --- | | 标 题： 工业和信息化部关于印发《产业技术基础公共服务平台管理办法》的通知 | | | 发文字号: 工信部科〔2025〕261号 | | | 成文日期: 2025-12-05 | 发布日期: 2025-12-10 | | 发布机构:科技司 | 分 类:技术基础管理 | 第一章 总则 第一条 为深入实施制造强国战略，健全产业基础支撑体系，培育一批具备权威性、基础性、前瞻性的产业技术基础公共服务平台，加 强对现有产业技术基础公共服务平 ...

自今年7月"反内卷"受到了政策端的高频强调，迄今已接近半年。那么，"反内卷"、"稳增长"到目前成效如何，能够真正引领PPI等价格回稳吗？ 在石化化工行业，化工"稳增长"举措已经开始在价格端显效了。 根据国家统计局数据，10月全部工业品PPI同比-2.1%，同比降幅较9月收窄，环比+0.1%，为年内首次上涨。10月PPI同比降幅收窄主要系重点行业产能治理 持续推进：其中石油工业同比-5.2%，较前值收窄+1.9pct，化学工业同比-4.4%较前值未变；化学原料及化学制品制造业当月同比-5%，较前值收窄+0.2pct， 基础化学原料制造当月同比-5.2%，较前值收窄+0.9%，精炼石油产品制造当月同比-3.8%，较前值收窄+2.9%，产业价格端筑底修复信号趋向明确。 图：石化化工相关产业PPI同比值自底部开始震荡回升 数据来源：Wind，截至2025年10月 对于价格端积极的边际变化形成持续驱动的，是《石化化工行业稳增长工作方案（2025—2026年）》的推进。其中提出的一系列立体化政策，为行业未来两 年的发展绘制出一幅清晰的路线图。与以往单纯追求规模扩张的政策不同，此次方案呈现出鲜明的系统性特征，其核心可概括为 ...

工信部印发产业技术基础公共服务平台管理办法 中新网12月10日电 据工信部网站消息，为加快推进新型工业化，筑牢产业技术基础根基，工业和信息 化部近日印发《产业技术基础公共服务平台管理办法》，内容如下： 产业技术基础公共服务平台管理办法 第一章 总则 各省、自治区、直辖市、计划单列市及新疆生产建设兵团工业和信息化主管部门(以下统称省级工业和 信息化主管部门)、中央管理企业集团分别负责本地区、本企业所属服务平台的创建、推荐及相关管理 工作。 第二章 申报 第五条 服务平台申报单位应当明确申报的服务行业领域及服务范围。 服务重点行业和领域包括装备、石化化工、钢铁、有色、建材、轻工、纺织、食品、医药、新一代信息 技术、生物技术、新能源、新材料、新能源汽车、仪器仪表、安全应急、民用爆炸物品、民用航空、船 舶与海洋工程、绿色环保、人工智能、元宇宙、脑机接口、量子信息、新型储能等； 服务范围主要包括计量检测、标准验证与检测、质量可靠性试验检测、认证认可、产业信息、知识产 权、技术成果转化等。 第一条 为深入实施制造强国战略，健全产业基础支撑体系，培育一批具备权威性、基础性、前瞻性的 产业技术基础公共服务平台，加强对现有产业 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has revised and issued the "Management Measures for Public Service Platforms of Industrial Technology Foundation" to accelerate the advancement of new industrialization and strengthen the foundation of industrial technology [1] Group 1: Key Industries and Fields - The service focus industries and fields include equipment, petrochemical, steel, non-ferrous metals, building materials, light industry, textiles, food, pharmaceuticals, new generation information technology, biotechnology, new energy, new materials, new energy vehicles, instruments and meters, safety and emergency, civil explosives, civil aviation, shipbuilding and marine engineering, green environmental protection, artificial intelligence, metaverse, brain-computer interface, quantum information, and new energy storage [1] Group 2: Service Scope - The main service scope includes metrology and testing, standard verification and testing, quality reliability testing and inspection, certification and accreditation, industrial information, intellectual property, and technology achievement transformation [1]