摘要：【图】2025年1-9月新疆维吾尔自治区柴油产量数据分析 2025年1-9月柴油产量分析： 据国家统计局数据，在2025年的前9个月，新疆维吾尔自治区规模以上工业企业柴油产量累计达到了 713.9万吨，与2024年同期的数据相比，增长了20.0%，增速较2024年同期高21.5个百分点，增速较同期 全国高22.5个百分点，约占同期全国规模以上企业柴油产量14691万吨的比重为4.9%。 图表：新疆维吾尔自治区柴油产量分月（累计值）统计 2025年9月柴油产量分析： 图表：新疆维吾尔自治区柴油产量分月（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。 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汽油市场调研与发展前景 柴油发展现状及前景预测橡胶市场调研及发展趋势 塑料行业监测及发展趋势 化妆品未来发展趋势预测清洁护肤现状及发展前景 单独看2025年9月份，新疆维吾尔自治区规模以上工业企业柴油产量达到了79.1万吨，与2024年同期的 数据相比，9 ...

摘要：【图】2025年1-9月四川省原油产量统计分析 2025年9月原油产量统计： 原油产量：3.4 万吨 原油产量：29.3 万吨 同比增长：68.3% 同比增长：69.7% 增速较上一年同期变化：高57.8个百分点 据统计，2025年9月四川省规模以上工业企业原油产量与上年同期相比增长了69.7%，达3.4万吨，增速 较上一年同期高57.8个百分点，继续保持增长，增速较同期全国高65.6个百分点，约占同期全国规模以 上企业原油产量1777.5万吨的比重为0.2%。 详见下图： 2025年1-9月原油产量统计： 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。 产业调研网为您提供更多 石油化工行业最新动态 石油行业监测及发展趋势 化工未来发展趋势预测 日化现状及发展前景 润滑油发展前景趋势分析 汽油的现状和发展趋势 柴油行业现状与发展趋势 橡胶市场现状及前景分析 塑料市场调研与发展前景 化妆品发展现状及前景预测清洁护肤市场调研及发展趋势 增速较上一年同期变化：高49.4个百分点 据统计，2025年1－9月，四川省规模以上工业企业原油产量与上年同期相比增 ...

Group 1 - In the first nine months of 2025, the liquefied petroleum gas (LPG) production in Anhui Province reached 626,000 tons, a decrease of 4.5% compared to the same period in 2024, with a growth rate 26.4 percentage points lower than that of 2024 [1] - The LPG production in Anhui accounted for 1.6% of the national LPG production of 39,748,000 tons during the same period [1] - In September 2025, the LPG production in Anhui was 60,000 tons, representing a decline of 16.9% year-on-year, with a growth rate 13.1 percentage points lower than that of 2024 [2] Group 2 - The September 2025 LPG production in Anhui constituted 1.3% of the national LPG production of 4,463,000 tons [2] - The decrease in Anhui's LPG production is part of a broader trend, as the growth rate is also lower than the national average by 15.4 percentage points for the same month [2] - The data reflects the performance of large-scale industrial enterprises, defined as those with annual main business income of 20 million yuan or more [6]

摘要：【图】2025年9月中国液化石油气产量数据 2025年1-9月液化石油气产量分析： 据国家统计局数据，在2025年的前9个月，中国规模以上工业企业液化石油气产量累计达到了3974.8万 吨，与2024年同期的数据相比，下降了2.0%，增速较2024年同期低6.8个百分点。 图表：中国液化石油气产量分月（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。 产业调研网为您提供更多 图表：中国液化石油气产量分月（累计值）统计 2025年9月液化石油气产量分析： 单独看2025年9月份，中国规模以上工业企业液化石油气产量达到了446.3万吨，与2024年同期的数据相 比，9月份的产量下降了1.5%，增速较2024年同期低3.9个百分点。 石油化工行业最新动态 石油未来发展趋势预测 化工现状及发展前景 日化发展前景趋势分析 润滑油的现状和发展趋势 汽油行业现状与发展趋势 柴油市场现状及前景分析 橡胶市场调研与发展前景 塑料发展现状及前景预测 化妆品市场调研及发展趋势清洁护肤行业监测及发展趋势 ...

摘要：【图】2025年1-9月天津市煤油产量数据分析 2025年9月煤油产量统计： 煤油产量：23.5 万吨 据统计，2025年1－9月，天津市规模以上工业企业煤油产量与上年同期相比增长了15.7%，达192.7万 吨，增速较上一年同期高5.3个百分点，继续保持增长，增速较同期全国高11.7个百分点，约占同期全国 规模以上企业煤油产量4462.5万吨的比重为4.3%。详见下图： 据统计，2025年9月天津市规模以上工业企业煤油产量与上年同期相比增长了2.2%，达23.5万吨，增速 较上一年同期低57.5个百分点，增速放缓，增速较同期全国低6.2个百分点，约占同期全国规模以上企业 煤油产量531万吨的比重为4.4%。 详见下图： 2025年1-9月煤油产量统计： 煤油产量：192.7 万吨 同比增长：15.7% 增速较上一年同期变化：高5.3个百分点 同比增长：2.2% 增速较上一年同期变化：低57.5个百分点 图2：天津市煤油产量分月（累计值）统计图 图1：天津市煤油产量分月（当月值）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。 产业调研网为 ...

摘要：【图】2025年1-9月中国燃料油产量数据分析 2025年9月燃料油产量统计： 燃料油产量：359.4 万吨 同比增长：-1.9% 2025年1-9月燃料油产量统计： 燃料油产量：3197.7 万吨 同比增长：-3.0% 增速较上一年同期变化：高20.8个百分点 据统计，2025年9月我国规模以上工业企业燃料油产量与上年同期相比下降了1.9%，达359.4万吨，增速 较上一年同期高20.8个百分点。 详见下图： 图1：中国燃料油产量分月（当月值）统计图 增速较上一年同期变化：高13.7个百分点 据统计，2025年1－9月，我国规模以上工业企业燃料油产量与上年同期相比下降了3.0%，达3197.7万 吨，增速较上一年同期高13.7个百分点。详见下图： 图2：中国燃料油产量分月（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。 产业调研网为您提供更多 石油化工行业最新动态 石油市场调研及发展趋势 化工行业监测及发展趋势 日化未来发展趋势预测 润滑油现状及发展前景 汽油发展前景趋势分析 柴油的现状和发展趋势 橡胶行业现状与发展趋势 塑料市 ...

摘要：【图】2025年8月青海省燃料油产量数据 2025年8月燃料油产量统计： 燃料油产量：0.10 万吨 同比增长：-67.5% 增速较上一年同期变化：低64.5个百分点 据统计，2025年8月青海省规模以上工业企业燃料油产量与上年同期相比下降了67.5%，达0.10万吨，增 速较上一年同期低64.50个百分点，增速较同期全国低61.00个百分点，约占同期全国规模以上企业燃料 油产量343.7万吨的比重为0.03%。 详见下图： 2025年1-8月燃料油产量统计： 燃料油产量：2.00 万吨 同比增长：-16.8% 增速较上一年同期变化：低18.0个百分点 据统计，2025年1－8月，青海省规模以上工业企业燃料油产量与上年同期相比下降了16.8%，达2.00万 吨，增速较上一年同期低18.00个百分点，增速较同期全国低13.50个百分点，约占同期全国规模以上企 业燃料油产量2837.1万吨的比重为0.07%。详见下图： 图2：青海省燃料油产量分月（累计值）统计图 图1：青海省燃料油产量分月（当月值）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 ...

中国石油化工股份回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.05 | 86.00 | 4.520 | 4.480 | 387.17 | | 2025.12.04 | 173.20 | 4.540 | 4.480 | 778.88 | | 2025.12.03 | 180.00 | 4.560 | 4.500 | 814.16 | | 2025.12.02 | 120.00 | 4.550 | 4.450 | 541.76 | | 2025.12.01 | 112.80 | 4.460 | 4.410 | 500.16 | | 2025.11.28 | 925.00 | 4.480 | 4.400 | 4099.14 | | 2025.11.27 | 901.00 | 4.520 | 4.420 | 4027.65 | | 2025.11.26 | 1100.00 | 4.440 | 4.410 | 4863.87 | | 2025.11.25 | 26. ...

Report Title - Can-chemical Sector Weekly Report [1] - Polyester Sector Data Weekly Report [4] - Methanol and Polyethylene Data Weekly Report [36] Report Date - December 5, 2025 [2] Report Analysts - Zhang Weiwei, Qualification No.: F0269806, Investment Consulting No.: Z0002796 [3] - Bao Yuhong, Qualification No.: F03149670 [3] 1. Macro and Crude Oil Important News - Kazakhstan's daily oil and gas condensate production decreased by about 6% to 1.9 million barrels per day in the first two days of December after a drone attack on the Caspian Pipeline Consortium's Black Sea loading facilities [5] - Russia and the US held talks, but no compromise solution was reached on the Ukraine issue, and the return time of Russian crude oil supply remains unclear [5] - Saudi Arabia lowered the price of its main crude oil grade for Asia to the lowest level in five years, signaling weak demand in the Far East [5] - Russian President Putin visited India to strengthen energy relations, and Russia plans to increase oil supply and avoid Western sanctions [6] - US refined oil demand decreased year-on-year, with gasoline demand down 1.2%, distillate demand down 2.0%, and kerosene-type jet fuel demand down 1.9% in the four weeks ending November 28 [6] - US crude oil inventories increased by 574,000 barrels to 427.503 million barrels in the week ending November 28, while refinery utilization rate increased by 1.8 percentage points to 94.1% [6] 2. Futures and Spot Prices 2.1 Polyester Sector | Futures | 2025/12/4 | 2025/11/27 | Weekly Change | Weekly Change Rate | Spot | 2025/12/4 | 2025/11/27 | Weekly Change | Weekly Change Rate | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | WTI Crude Oil Continuous ($/barrel) | 59.7 | 59.12 | 0.58 | 0.98% | Naphtha ($/ton) | 559.75 | 566 | -6.25 | -1.10% | | PX601 (CNY/ton) | 6906 | 6718 | 188 | 2.80% | PX CFR: Taiwan (CNY/ton) | 6891.71 | 6741.19 | 150.52 | 2.23% | | TA601 (CNY/ton) | 4724 | 4632 | 92 | 1.99% | PTA Spot Benchmark Price (CNY/ton) | 4685 | 4615 | 70 | 1.52% | | EG601 (CNY/ton) | 3826 | 3873 | -47 | -1.21% | Ethylene Glycol East China Mainstream Price (CNY/ton) | 3813 | 3889 | -76 | -1.95% | | PF602 (CNY/ton) | 6268 | 6162 | 106 | 1.72% | Polyester Staple Fiber East China Mainstream Price (CNY/ton) | 6330 | 6280 | 50 | 0.80% | | PR603 (CNY/ton) | 5794 | 5724 | 70 | 1.22% | Polyester Bottle Chip East China Mainstream Price (CNY/ton) | 5750 | 5700 | 50 | 0.88% | 2.2 Methanol and Polyethylene | Futures | 2025/12/5 | 2025/11/28 | Weekly Change | Weekly Change Rate | Spot | 2025/12/5 | 2025/11/28 | Weekly Change | Weekly Change Rate | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | MA2601 (CNY/ton) | 2077 | 2135 | -58 | -2.72% | Methanol (Taicang) (CNY/ton) | 2121 | 2083 | 38 | 1.81% | | MA Basis (CNY/ton) | 8 | -25 | 33 | 132.00% | Methanol CFR ($/ton) | 248 | 242 | 6 | 2.48% | | L2601 (CNY/ton) | 6674 | 6789 | -115 | -1.52% | LLDPE (CNY/ton) | 6700 | 6830 | -130 | -1.90% | | L Basis (CNY/ton) | 26 | 41 | -15 | -0.22% | HDPE (CNY/ton) | 7380 | 7380 | 0 | 0.00% | | | | | | | LDPE (CNY/ton) | 8570 | 8670 | -100 | -1.15% | 3. Supply and Demand Analysis 3.1 Polyester Sector - **PX**: Domestic supply decreased slightly this week, with the weekly average capacity utilization rate at 89.21%, down 0.53% from last week. Asian PX also decreased slightly, with the weekly average capacity utilization rate at 79.12%, down 0.28 percentage points. Supply is expected to remain stable next week, and there is support at the bottom [15] - **PTA**: Supply increased slightly this week, with the weekly capacity utilization rate at 73.81%, up 1.89 percentage points from last week. Factory inventory increased, while social inventory continued to decline. Supply is expected to remain stable next week [19] - **Ethylene Glycol**: Supply increased slightly this week, with the weekly average capacity utilization rate at 65.42%, up 2.75 percentage points. Port inventory increased. There are maintenance plans for some devices in December, and the pressure of new device production is postponed [21] - **Polyester End**: The weekly average operating rate was 87.47%, up 0.09 percentage points from last week [22] - **Terminal**: Orders continued to decline, and the operating rate of Jiangsu and Zhejiang looms continued to decline [30] 3.2 Methanol - **Supply**: As of December 4, the domestic operating rate was 89.09%, down 0.002 percentage points from the previous period. Production was 2.0234 million tons, down 50 tons from the previous period. There are few device changes this week, and the operating rate and production only fluctuate slightly [44] - **Demand**: The MTO operating rate increased slightly to 90.82% due to the load increase of Qinghai Salt Lake. Ningbo Fude has a major maintenance plan on December 7, and the operating rate is expected to decrease in the next period. Traditional downstream is still in the off-season, and the downstream profit margin is squeezed [47] - **Inventory**: As of December 3, port inventory was 1.3494 million tons, down 1.4 tons from the previous period, and inland inventory was 361,500 tons, down 12,400 tons from the previous period. The inventory in both places decreased, but the port inventory decline slowed down [50] 3.3 Plastic - **Supply**: As of December 4, the domestic operating rate was 84.05%, down 0.46 percentage points from the previous period. Production was 681,100 tons, down 3,700 tons from the previous period. There were some device maintenance and return this week, and the production and operating rate decreased. Next week, some devices are expected to return, and some devices will be under maintenance [53] - **Demand**: As of December 4, the downstream operating rate was 43.76%, down 0.54 percentage points from the previous period. The demand for shed film has entered the off-season, and the order of packaging film has decreased marginally. The operating rate is expected to continue to decline [56] - **Inventory**: As of December 3, social inventory was 486,400 tons, up 15,300 tons from the previous period, and the inventory of two major oil companies was 384,000 tons, down 7,000 tons from the previous period. Enterprises are still in the de-stocking strategy, and the inventory has shifted [59] 4. Strategy Recommendations 4.1 Polyester Sector - **Short - term**: The supply pressure of PX and PTA is not large, and polyester demand remains stable, with support at the bottom. However, the terminal is weakening, restricting the rebound momentum. Ethylene glycol is in a weak adjustment, and attention should be paid to the implementation of device maintenance [34] - **Long - term**: Demand drive is insufficient, and supply changes dominate the market rhythm. PX and PTA are relatively strong, while ethylene glycol is weak [34] 4.2 Methanol - **Short - term**: The boost from gas restriction news has ended, and high supply and high inventory restrict the upward space of the market. With the expected weakening of demand, it is expected to continue to fluctuate and adjust [60] - **Long - term**: Iranian gas restriction has been implemented, and imports are expected to decrease from mid - December to next year. However, demand recovery is weak, and it may fluctuate widely [61] 4.3 Plastic - **Short - term**: The supply pressure has decreased slightly, but production is still at a high level. Demand is in the off - season and weakening. It is expected to fluctuate weakly [62] - **Long - term**: Although there is a maintenance plan for Sinochem Quanzhou in December, new production capacity is continuously released, and demand is expected to weaken. It is expected to continue to be weak [62] 5. Next Week's Focus and Risk Warnings 5.1 Polyester Sector - Changes in the Russia - Ukraine situation, cost fluctuations, macro - market sentiment, and the operation of upstream and downstream devices [35] 5.2 Methanol - High inventory pressure, unloading of foreign vessels, sustainability of olefin external procurement gap, and macro - market sentiment [61] 5.3 Plastic - Oil price fluctuations, inventory de - stocking, device maintenance, and downstream demand trends [63]

Group 1 - The core viewpoint of the article emphasizes the acceleration of innovation capabilities in China's industries, driven by policy support for cultivating new productive forces, leading to the upgrading of traditional industries and the rapid development of emerging industries [1][3]. - The emergence of new quality services is identified as a crucial engine for cultivating new productive forces, characterized by new dynamics through innovative production factors like information technology and AI, new ecosystems relying on collaborative partnerships, and new paradigms promoting deep industry integration [2][3]. Group 2 - The demand for new quality services is closely linked to China's focus on developing new productive forces, as highlighted in the "14th Five-Year Plan," which aims for significant breakthroughs in high-quality development and the construction of a modern economic system [4][5]. - Since the "14th Five-Year Plan," the average annual growth rate of the added value of high-tech manufacturing has been 9.2%, with projections indicating that by 2024, it will account for 16.3% of the total industrial added value [5]. - The "Two New" policies, which include large-scale equipment updates and the replacement of consumer goods, are expected to release market potential worth trillions, marking a significant step in the comprehensive deepening of these policies [5][6]. Group 3 - The new quality service market is entering a trillion-level explosive growth phase, with key sectors such as industrial, electronics, transportation, medical, and construction serving as core areas for this development [6][7]. - In the industrial sector, the demand for equipment updates is driving the foundation of the new quality service market, with policies promoting upgrades in high-end equipment and digital transformation [6][7]. - The medical sector's new quality services focus on intelligent equipment upgrades, digital diagnosis, and green construction, supported by increasing policy backing and rapid market growth [7]. Group 4 - The transportation sector is a key application area for equipment updates and dual transformation, with the shift to new energy vehicles and the development of smart logistics driving the new quality service market [7]. - In the construction sector, new quality services are centered on the renovation of old buildings, smart building construction, and the application of green materials, driven by urban renewal initiatives and carbon neutrality requirements [7][8]. - Overall, new quality services are seen as an inevitable trend in economic development, serving as a vital support for optimizing and upgrading the economic structure, driven by technological innovation and user demand [8].