Core Insights - In the first three months of 2025, the production of soda ash (sodium carbonate) in Chongqing reached 322,000 tons, representing a decline of 10.6% compared to the same period in 2024, with a growth rate 22.5 percentage points lower than in 2024 and 14.8 percentage points lower than the national average [1] - In March 2025, the production of soda ash in Chongqing was 151,000 tons, showing a growth of 21.4% year-on-year, with a growth rate 13.8 percentage points higher than in 2024 and 13.6 percentage points higher than the national average [2] Production Analysis - The cumulative production of soda ash in Chongqing for the first quarter of 2025 accounted for 3.3% of the national total production of 9,794,672.5 tons [1] - In March 2025, Chongqing's production represented 4.3% of the national total production of 3,480,489.6 tons [2]

中化新网讯 近日，扬子石化电仪中心利用丁苯装置检修机会，成功完成装置后处理二线可编程逻辑控 制器（PLC）系统"黑匣子"攻关改造，有效提升了装置生产的自动化水平，增强了系统稳定性。 据了解，改造前该装置后处理二线PLC系统采用国外技术，厂家实施了非常严密的技术封锁，系统逻辑 被整体封存在看不见、摸不着的"黑匣子"里，通过现有技术手段无法直接读取其中有用信息。因此，在 改造过程中，技术团队面临着诸多挑战。 为了找到解决问题的方法，技术团队会同工艺人员反复确认原有系统的控制功能，从而反推出控制程 序，最后将解读的程序逐一核对、优化，结合工艺实际操作，搭建新的分布式控制系统（DCS）回路， 形成资料文件。团队成员深入研究生产工艺，对DCS系统进行了细致的参数设定和功能配置，实现了对 生产过程的全面监控和精细化控制。技术团队特别对优化联锁控制系统原有的联锁逻辑进行了全面审查 和优化，增加了多重安全保护机制，确保在突发情况下能够迅速、准确地切断相关设备，避免事故的发 生。 同时，硬件改造也由于生产现场环境复杂，需要在有限的空间内进行精确施工，电缆铺设难度较大。技 术人员克服了空间狭小、设备密集等困难，严格按照施工标准进 ...

s 加蒙期货 沥青早报 研究中心能化团队 2025/6/11 | | 指标 | 5/12 | 6/3 | 6/6 | 6/9 | 6/10 | 日度变化 | 間度变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | BU主力合约 | 3481 | 3482 | 3200 | 3488 | 3483 | -5 | | | | BU06 | 3481 | 3479 | 3200 | 3516 | 3522 | 6 | 43 | | | BU09 | 3416 | 3456 | 3478 | 3488 | 3483 | -5 | 27 | | | BU12 | 3246 | 3291 | 3312 | 3320 | 3317 | -3 | 26 | | HETET | BU03 | 3226 | 3260 | 3247 | 3267 | 3255 | -12 | -5 | | | 成交量 | 325098 | 406179 | 269123 | 463328 | 365488 | -97840 | -40691 | | | 持仓量 | 38 ...

行业 沥青日报 日期 2024 年 6 月 11 日 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：李金（甲醇） 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 能源化工研究团队 研究员：李捷,CFA（原油沥青） 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（碳市场工业硅） 研究员 ...

2025 年 6 月 11 日 晨会速递 分析师点评 市场数据 行业研究 【基化】COFs 是一种新兴的结晶性多孔高分子材料，宝丽迪已完成吨级量产——石 化化工交运行业日报第 75 期（20250610）(增持) 投资建议：（1）持续看好低估值、高股息、业绩好的"三桶油"及油服板块。建议 关注：中国石油、中国石化、中国海油、中海油服、海油工程、海油发展；（2）持 续看好国产替代趋势下的材料企业，国产半导体材料、面板材料有望受益，建议关注： 晶瑞电材、彤程新材、奥来德；（3）看好农药化肥及民营大炼化板块，建议关注： 万华化学、华鲁恒升、华锦股份；（4）看好维生素及蛋氨酸板块，建议关注：安迪 苏、浙江医药、新和成。 风险分析：原材料快速下跌和维持高位、下游需求不及预 期风险。 | | A 股市场 | | | --- | --- | --- | | | 收盘 | 涨跌% | | 上证综指 | 3384.82 | -0.44 | | 沪深 300 | 3865.47 | -0.51 | | 深证成指 | 10162.18 | -0.86 | | 中小板指 | 6358.48 | -0.63 | | 创业板指 | 20 ...

摘要：【图】2025年3月黑龙江省燃料油产量数据 2025年1-3月燃料油产量分析： 图表：黑龙江省燃料油产量分月（当月值）统计 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。 据国家统计局数据，在2025年的前3个月，黑龙江省规模以上工业企业燃料油产量累计达到了17.6万 吨，与2024年同期的数据相比，增长了0.5%，增速较2024年同期低8.6个百分点，增速放缓，增速较同 期全国高10.3个百分点，约占同期全国规模以上企业燃料油产量1084万吨的比重为1.6%。 图表：黑龙江省燃料油产量分月（累计值）统计 2025年3月燃料油产量分析： 单独看2025年3月份，黑龙江省规模以上工业企业燃料油产量达到了4.9万吨，与2024年同期的数据相 比，3月份的产量下降了20.4%，增速较2024年同期低37.6个百分点，增速较同期全国低18.7个百分点， 约占同期全国规模以上企业燃料油产量390.4万吨的比重为1.3%。 产业调研网为您提供更多 石油化工行业最新动态 石油发展前景趋势分析 化工的现状和发展趋势 日化行业现状与发展趋势润滑油市场现状及前景分析 ...

摘要：【图】2025年1-3月上海市石脑油产量统计分析 2025年3月石脑油产量统计： 石脑油产量：10.4 万吨 同比增长：-18.8% 增速较上一年同期变化：低13.0个百分点 据统计，2025年3月上海市规模以上工业企业石脑油产量与上年同期相比下降了18.8%，达10.4万吨，增 速较上一年同期低13.0个百分点，增速较同期全国低18.2个百分点，约占同期全国规模以上企业石脑油 产量674.4万吨的比重为1.5%。 详见下图： 图1：上海市石脑油产量分月（当月值）统计图 2025年1-3月石脑油产量统计： 石脑油产量：37.7 万吨 同比增长：-4.0% 增速较上一年同期变化：高7.9个百分点 据统计，2025年1－3月，上海市规模以上工业企业石脑油产量与上年同期相比下降了4.0%，达37.7万 吨，增速较上一年同期高7.9个百分点，增速较同期全国低3.3个百分点，约占同期全国规模以上企业石 脑油产量1988.5万吨的比重为1.9%。详见下图： 图2：上海市石脑油产量分月（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 ...

Group 1 - The core viewpoint of the article is that the company, Unified Low Carbon Technology (Xinjiang) Co., Ltd., is undergoing a significant asset restructuring through the capital increase of its wholly-owned subsidiary, Unified Petrochemical Co., Ltd., to enhance its financial strength and expand its business in the low-carbon sector [1][10][11] - The transaction involves raising funds of 400 million yuan from the investor, Keqiao Lingtu, which will hold a 21.91% stake in Unified Petrochemical after the capital increase [8][9] - The funds raised will be used for the research and development of new energy liquid cooling oils and special lubricants, as well as to supplement working capital, thereby improving the company's financial situation and competitive position in the industry [8][10] Group 2 - The background of the transaction highlights the ongoing green and low-carbon development policies in China, aiming for a significant transformation in energy structure and resource utilization efficiency by 2030 and 2035 [5][6] - The rapid growth of the new energy vehicle industry in China, with production and sales reaching approximately 12.89 million units in 2024, has increased the demand for low-carbon oil products suitable for this sector [6][7] - The transaction is classified as a major asset restructuring but does not constitute a related party transaction or a restructuring listing, as it does not involve changes in control of the company [10][11]

Core Viewpoint - The article narrates the rise and fall of Haiyue Energy, highlighting the ambitious projects led by its former chairman, Lü Xiaokui, and the subsequent financial troubles that led to its delisting from the stock market. Group 1: Company Background and Growth - Lü Xiaokui signed a loan guarantee contract worth 3.15 billion yuan in 2012, marking a significant gamble on a project expected to exceed 10 billion yuan [1] - From July 2005 to June 2015, ST Haiyue's stock price increased by approximately 2374.37%, with an annualized return rate of 39.71% [2] - The company was listed in February 2004, and Lü Xiaokui became a key figure, leading the company for over a decade until 2016 [3] - Under Lü's leadership, the company transitioned from a state-owned enterprise to a privately controlled entity, experiencing rapid growth in stock price and revenue [3][4] Group 2: Major Projects and Strategies - In 2009, the company announced a diversification strategy focusing on "oil + venture capital + real estate" [4] - In 2011, Haiyue partnered to establish Ningbo Haiyue New Materials Co., aiming to implement a project with an annual production capacity of 1.38 million tons of propane [5] - The projected annual revenue for the 1.38 million tons project was estimated at 13.1 billion yuan, with a profit of 1.7 billion yuan [6] Group 3: Financial Decline and Challenges - By 2015, despite initial success, the 1.38 million tons project faced operational challenges, leading to significant losses [9] - The company reported cumulative losses of approximately 780 million yuan from 2015 to 2017 [9] - In February 2017, Lü Xiaokui and other shareholders sold their stakes for 2.65 billion yuan, marking a significant shift in ownership [10] Group 4: Subsequent Developments and Investigations - After the acquisition by HNA Group, the company was renamed Haiyue Energy but continued to struggle with financial stability [12] - In 2022, the company faced regulatory scrutiny for failing to disclose related party transactions amounting to approximately 2 billion yuan [13] - By June 2025, the Shanghai Stock Exchange issued a delisting decision due to repeated audit reports that could not express an opinion [21]

大宗商品研究所 燃料油研发报告 燃料油日报 2025 年 6 月 10 日 燃料油日报 第一部分 相关数据 研究员： ： wuxiaorong_qh @chinastock.com.cn | | 2025/6/10 | 2025/6/9 | 2025/6/3 | 2025/5/13 | Δ日 | Δ周 | | --- | --- | --- | --- | --- | --- | --- | | FU主力 | 2966 | 2927 | 2913 | 3006 | 39 | 53 | | FU主力持仓(万手) | 7.1 | 8.5 | 11.1 | 14.6 | -1.4 | -4.0 | | FU仓单(吨) | 24750 | 28950 | 28950 | 39620 | -4200 | -4200 | | LU主力 | 3559 | 3514 | 3466 | 3541 | 45 | 93 | | LU主力持仓(万手） | 7.0 | 6.8 | 6.4 | 6.5 | 0.2 | 0.6 | | LU仓单 | 1000 | 1000 | 25000 | 0 | 0 | -24000 | | FU7- ...