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信息量大!利好,密集来袭!
券商中国· 2025-09-26 15:52
人工智能+交通运输、数字经济、石化化工等领域,都迎来政策支持! 9月26日消息,交通运输部、国家发改委、国家数据局等七部门发布《关于"人工智能+交通运输"的实施意 见》。 其中提出,加快智能驾驶系统、远程驾驶座舱等产品研发。开展智能驾驶大模型、成套测评技术提升 行动,拓展服务场景。推动产学研用各方深化数据共享,建设高质量人工智能大模型训练数据集。 国家发改委、国家数据局、财政部、中国人民银行、金融监管总局、证监会等六部门联合印发《关于加强数字 经济创新型企业培育的若干措施》的通知。 其中提出,加快构建全国一体化算力网,加强对人工智能、垂类 大模型等数创企业培育,加大力度支持符合条件的优质数创企业上市融资。 工信部、生态环境部、中国人民银行等七部门印发《石化化工行业稳增长工作方案(2025-2026年)》。 其中 提出,加强重大石化、现代煤化工项目规划布局引导,严控新增炼油产能,合理确定乙烯、对二甲苯新增产能 规模和投放节奏。工作方案还提出,增强高端化供给。聚焦集成电路、新能源、医疗装备等重点产业链需求, 支持电子化学品、高端聚烯烃、高性能纤维、特种橡胶、高性能膜材料等领域的关键产品攻关。 来看详细报道! 七部 ...
石化化工行业稳增长方案落地 今明两年年均增长5%以上
Di Yi Cai Jing· 2025-09-26 15:03
Core Viewpoint - The new "Work Plan for Stable Growth in the Petrochemical Industry (2025-2026)" aims to address challenges and promote high-quality development in the petrochemical sector through innovation, efficiency improvement, demand expansion, and collaboration among various stakeholders [1][2]. Group 1: Industry Overview - The petrochemical industry is a crucial pillar of the national economy, with significant economic volume and high industrial correlation, impacting industrial stability and economic operation [1][5]. - China has become the world's largest producer and consumer of petrochemical products, with the industry's added value expected to account for 14.9% of industrial output in 2024, growing at a rate of 6.6%, which is 0.8 percentage points higher than the industrial average [1]. Group 2: Current Challenges - The industry faces intensified competition in basic organic raw materials, insufficient supply of high-end fine chemicals, slowing domestic demand growth, and increasing external uncertainties [2][5]. - Current domestic chemical product price indices, profit margins, and industry valuations are at low levels, while global demand for chemical products remains weak [2]. Group 3: Strategic Goals - The Work Plan sets a target for the petrochemical industry's added value to grow by over 5% annually from 2025 to 2026, with a focus on stabilizing economic benefits and enhancing technological innovation capabilities [2][7]. - Emphasis will be placed on improving the quality and safety of production, reducing pollution and carbon emissions, and transitioning chemical parks from standard construction to high-quality development [2][7]. Group 4: Key Initiatives - The plan includes supporting key product breakthroughs in electronic chemicals and high-end polyolefins, and promoting the upgrade of bulk products like coatings and pesticides [3][8]. - It aims to expand market demand by organizing supply-demand matching activities and exploring consumption potential in traditional sectors like construction and automotive, as well as emerging fields such as new energy and robotics [3][15]. Group 5: Investment and Policy Support - The plan calls for scientific control of major project construction, particularly in refining and ethylene production, and emphasizes the need for safety upgrades in aging facilities [11][12]. - It encourages the use of long-term special bonds and other policy channels to support technological innovation and equipment upgrades in the petrochemical sector [19].
A股晚间热点 | 央行重磅会议!落实落细适度宽松的货币政策 这样定调股市、楼市
智通财经网· 2025-09-26 14:55
Group 1: Monetary Policy and Economic Stability - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to enhance counter-cyclical adjustments and better utilize monetary policy tools for economic stability and reasonable price levels [1] - The meeting highlights the importance of coordinating monetary and fiscal policies to promote stable economic growth and maintain the stability of the capital market [1] - There is a focus on revitalizing existing real estate and land assets to consolidate the stability of the real estate market and improve the foundational financial systems [1] Group 2: Technology and Innovation - Moer Technology's IPO application has been approved, bringing it closer to listing on the A-share market, positioning it as a significant player in the GPU sector [2] - The National Development and Reform Commission and five other departments have issued measures to support the development of a national integrated computing power network, promoting orderly pooling and operation of computing resources [3] - The implementation of AI in the transportation sector is set to expand by 2027, with a focus on deploying intelligent systems and innovative projects [5] Group 3: Industry Development and Regulation - The State-owned Assets Supervision and Administration Commission calls for state-owned enterprises to resist "involutionary" competition and promote differentiated development and brand competition [4] - A work plan for stabilizing growth in the petrochemical industry aims for an average annual increase of over 5% in value added from 2025 to 2026, with a focus on technological innovation and sustainable development [6] - The Ministry of Commerce and other departments will implement export license management for pure electric passenger vehicles to promote healthy development in the new energy vehicle trade [7]
【新华解读】石化化工行业稳增长目标:行业增加值年均增长5%以上 经济效益企稳回升
Xin Hua Cai Jing· 2025-09-26 14:12
新华财经北京9月26日电(记者李唐宁刘旭阳)工业和信息化部、生态环境部、应急管理部等七部门联 合印发的《石化化工行业稳增长工作方案(2025—2026年)》(以下简称"工作方案")26日正式公布, 提出了2025—2026年石化化工行业增加值年均增长5%以上,经济效益企稳回升,产业科技创新能力显 著增强等目标。 分析人士认为,过去几年我国石化化工行业优化供给结构的压力比较大,企业盈利能力承压。本次工作 方案从提升有效供给能力入手,挖掘传统产业潜力和培育新兴应用需求并举,将推动行业"内卷式"竞争 等难点问题的解决。随着方案落地,科技创新中试项目、老旧装置改造、新兴产业配套材料等方向会迎 来显著发展机会。 提升有效供给扩大有效投资 石化化工行业经济总量大、产业关联度高,事关工业稳定增长、经济平稳运行。我国是全球最大的石化 化工产品生产国和消费国,炼油、乙烯、合成树脂等20多类基础化学品产品产能居世界首位。 但也要看到,石化化工行业仍面临多方面问题和困难。接受新华财经记者采访的业内人士表示,当前行 业结构性矛盾突出,基础大宗原料如煤制甲醇等产能冗余度高、烯烃和芳烃等基础原料产能投放节奏亟 需调控。同时,高端化工新材 ...
工信部等七部门发布《石化化工行业稳增长工作方案(2025-2026 年)》 夯实行业高质量发展基础
Zheng Quan Ri Bao Wang· 2025-09-26 13:28
二是扩大有效投资,促进转型升级。严控新增炼油产能,科学调控乙烯、对二甲苯新增产能投放节奏,防范煤制甲醇行业 产能过剩风险。制定实施《加力推进石化化工行业老旧装置更新改造行动方案》,健全支撑老旧装置科学评估和对标改造的标 准体系。开展行业数字化转型成熟度诊断评估和技术改造,实施"人工智能+石化化工"行动。支持企业加大节能、节水和减污 降碳改造力度。加快高端化、绿色化、数字化相关标准制修订。 三是拓展市场需求,激发市场潜能。组织石化化工产品供需对接活动,挖掘建筑、汽车、船舶等传统领域消费潜力,培育 新能源、低空经济、人形机器人等新兴领域应用场景。开展非粮生物基材料典型案例征集推广,推进绿氨、绿醇在船用燃料市 场应用,加快完善绿色产品认证。着力推动内外贸一体化发展,帮助外贸产品拓展国内市场。 四是壮大发展载体,培育高质量增长引擎。组织开展化工园区竞争力、智慧化水平分级评价,引导化工园区对标改造、提 级进步。推动化工园区聚焦主导产业强链补链延链,加强与国家级经开区、高新区等创新协作和产业联动,带动区域经济增 长。培育壮大先进制造业集群、中小企业特色产业集群及龙头企业。 五是深化开放合作,提高国际化发展水平。落实好稳外 ...
工业和信息化部等七部门联合印发《石化化工行业稳增长工作方案(2025—2026年)》
Xin Hua She· 2025-09-26 13:02
其中提出,增强高端化供给,支持电子化学品、高端聚烯烃等领域的关键产品攻关,推动涂料等具有比 较优势的大宗产品提质升级;促进供需提质,围绕新能源、低空经济、人形机器人等新兴产业,积极拓 展新能源电池材料、碳纤维及其复合材料、特种工程塑料等应用。 值得注意的是,方案提出打造优质化工园区和产业集群,组织开展化工园区竞争力、智慧化水平分级评 价,引导化工园区对标改造、提级进步,推动化工园区聚焦主导产业强链补链延链,培育一批先进制造 业集群、中小企业特色产业集群及龙头企业。 据了解,下一步,工业和信息化部将会同相关部门强化政策宣贯解读,组织有关地区和企业抓好落实, 促进行业平稳运行,加快推进结构优化升级。 新华社北京9月26日电(记者王悦阳)记者26日从工业和信息化部获悉,工业和信息化部、生态环境 部、应急管理部等七部门联合印发《石化化工行业稳增长工作方案(2025—2026年)》提出,2025年至 2026年,石化化工行业增加值年均增长5%以上。 方案还提出了一系列2025年至2026年石化化工行业稳增长主要目标:经济效益企稳回升,产业科技创新 能力显著增强,精细化延伸、数字赋能和本质安全水平持续提高,减污降碳协同增 ...
利好来了!七部门集体发布
Zhong Guo Ji Jin Bao· 2025-09-26 12:43
【导读】事关石化化工行业建设,重磅文件来了 事关石化化工行业建设,重磅文件来了! 9月26日,为促进石化化工行业平稳运行和结构优化升级,工信部等七部门对外发布《石化化工行业稳增长工作方案(2025—2026年)》(以下 简称《工作方案》)的通知。 《工作方案》指出,石化化工行业是国民经济的重要基础产业、支柱产业,经济总量大、产业关联度高,事关工业稳定增长、经济平稳运行。当 前,基础有机原料市场竞争加剧、高端精细化学品供给不足,国内需求增速放缓、外部不确定性增加,是制约石化化工行业发展质量和效益提升 的主要矛盾。 《工作方案》明确了主要目标:2025—2026年,石化化工行业增加值年均增长5%以上,经济效益企稳回升,产业科技创新能力显著增强,精细化 延伸、数字赋能和本质安全水平持续提高,减污降碳协同增效明显,化工园区由规范建设向高质量发展迈进。 《工作方案》围绕强化产业科技创新、提升有效供给能力、扩大有效投资、促进转型升级、拓展市场需求、激发市场潜能等提出了10条思路举 措。 重要内容包括—— 1.将石化化工行业纳入制造业新型技术改造城市试点政策重点支持领域。 加强政策支持。统筹利用超长期特别国债等现有政策渠道 ...
利好来了!七部门集体发布
中国基金报· 2025-09-26 12:30
Core Viewpoint - The article discusses the release of the "Petrochemical Industry Stabilization and Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology and other departments, aimed at promoting stable operation and structural optimization of the petrochemical industry in China [2][11]. Summary by Sections Overall Requirements - The plan emphasizes the importance of the petrochemical industry as a foundational and pillar industry for the national economy, highlighting the need for quality and efficiency improvements amid increasing competition and external uncertainties [11][12]. Main Goals - The plan sets a target for the petrochemical industry to achieve an average annual growth of over 5% in value added from 2025 to 2026, with a focus on stabilizing economic benefits and enhancing technological innovation capabilities [13]. Key Measures 1. **Strengthening Technological Innovation**: The plan encourages the integration of technological innovation with industry development, focusing on high-end supply and supporting key product breakthroughs in sectors like electronics and new energy [14]. 2. **Ensuring Fertilizer Production**: It aims to optimize the management of key fertilizer production enterprises and ensure stable raw material supply through long-term agreements [6][15]. 3. **Digital and Green Transformation**: The plan promotes the digitalization and greening of the petrochemical industry, including the development of high-quality data sets and intelligent equipment adaptation [17][18]. 4. **Market Demand Expansion**: It encourages the establishment of stable cooperation between petrochemical product manufacturers and downstream users, while also exploring new applications in emerging industries [19]. 5. **International Cooperation**: The plan emphasizes the need for international collaboration to navigate trade challenges and expand export channels for petrochemical products [21]. Support Measures - The plan outlines the need for enhanced organizational support, policy backing, and monitoring to ensure the effective implementation of the stabilization and growth strategies for the petrochemical industry [22][23][24].
石化化工行业稳增长方案落地,今明两年年均增长5%以上
Di Yi Cai Jing· 2025-09-26 11:14
围绕5方面部署10项重点任务。 新一轮十大重点行业稳增长工作方案正在密集落地。 石化化工行业是国民经济的重要基础产业、支柱产业,经济总量大、产业关联度高,事关工业稳定增长、经济平 稳运行。 经过多年发展,我国已成为全球最大的石化化工产品生产国和消费国。2024年石化化工行业增加值占工业的 14.9%,增加值增速6.6%,较工业平均水平高0.8个百分点,炼油、乙烯、合成树脂等20多类基础化学品产品产能 居世界首位,有效发挥稳定工业经济压舱石作用。 工信部表示,但也要看到,当前石化化工行业面临基础有机原料市场竞争加剧、高端精细化学品供给不足、国内 需求增速放缓、外部不确定性增加等问题。 中金公司研报指出,目前国内化工产品价格指数、利润率及行业估值均处于偏低水平。全球化工品需求仍然较 弱,但是国内化工行业资本开支持续下降,海外落后产能加快退出,以及政策多次强调"反内卷"等,预计行业供 给有望逐步迎来积极变化。 工业和信息化部、生态环境部、应急管理部、中国人民银行、市场监管总局、金融监管总局、供销合作总社等7部 门26日对外发布《石化化工行业稳增长工作方案(2025-2026年)》(下称《工作方案》)。 聚焦石化化工 ...
新型政策性金融工具或是四季度投资的稳定器|宏观晚6点
Sou Hu Cai Jing· 2025-09-26 10:15
Group 1 - The core viewpoint is that six departments have issued measures to support high-quality digital innovation enterprises in their listing and financing efforts [1] - Financial institutions are encouraged to provide market-oriented financial services tailored to the investment and financing needs of digital innovation enterprises [1] - The measures include optimizing the evaluation mechanism for state-owned venture capital and incorporating the cultivation of digital economy "gazelle" and "unicorn" enterprises into the assessment criteria [1] Group 2 - The Ministry of Industry and Information Technology and six other departments have released a work plan for stable growth in the petrochemical industry for 2025-2026 [2] - The plan outlines ten specific measures focusing on enhancing industrial technological innovation, increasing effective supply capacity, expanding effective investment, and broadening market demand [2] - The petrochemical industry is expected to achieve an average annual growth of over 5% in value added from 2025 to 2026, with significant improvements in economic efficiency and technological innovation capabilities [2]