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化工龙头ETF(516220)午后领涨超1.1%,供需格局改善预期获市场关注
Sou Hu Cai Jing· 2025-09-26 05:55
注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 每日经济新闻 华西证券指出,基础化工行业反弹回升趋势明显,行业基本面风险基本出清。2025年上半年基础化工行 业已进入负资本开支阶段,在建工程同比下降15%,叠加国家"反内卷"政策的推出,供给端压力放缓, 行业供需格局有望逐步优化。大宗商品行业多品种前期估值处于历史低位,具有高安全边际的同时有望 释放高弹性。化工品价格指数自2021年下半年见顶回落,经过超三年下跌后处于历史低位,向下空间有 限。受益于财政货币政策、"两新"政策及"反内卷"政策的推进,需求端增幅有望扩大,行业盈利空间持 续打开。新材料、新技术等新质生产力方向为重点发展方向,废塑料化学循环利用等绿色环保新技术受 政策支持,伴随行业需求及政策支持,盈利能力有望好转,估值有进一步提升空间。 化工龙头ETF(516220)跟踪的是细分化工指数( ...
CIA下调英国化工行业能效提升目标
Zhong Guo Hua Gong Bao· 2025-09-26 03:17
尽管CCA计划所提供的税收减免延期受到欢迎,但CIA指出,政府最初提出的以2022年为基准年、2030 年实现12%能效提升的目标,与化工行业参与者在目标设定过程中精心收集的数据严重不符。这些数据 显示,通过积极努力,5%的能效目标是可以实现的。CIA表示,其已致函英国能源安全与净零排放大 臣,阐述了在当前化工行业面临挑战、宏观经济形势不佳的背景下,原能效目标将对行业产生的不利影 响,并请求设定一个更合理的目标。此外,该协会还提交了补充数据,详细说明在能源价格缺乏竞争力 的情况下,化工行业目前为吸引净零转型相关投资所面临的困难。 CIA称:"在对上述证据进行审议后,相关部门已确认,协会提出的5%目标对化工行业而言是合理目 标,目前该目标仅待最终批准。" 中化新网讯 近日,英国化学工业协会(CIA)表示,已与英国政府协商并下调了此前为英国化工行业设定 的2030年能效目标。该协会宣布,英国化工行业2022年至2030年期间的能效提升目标已调整为5%,较 政府最初提议12%的目标降低了7个百分点。 英国化学工业协会称,英国政府去年已确认,在前一轮《气候变化协议》(CCA)计划于2024年12月31日 到期后,新一 ...
实业兴国、实干兴邦!这是从抗战烽火中走来的工业脊梁
Ren Min Ri Bao· 2025-09-25 00:59
Group 1: Historical Context and Significance - The speech by General Secretary Xi Jinping emphasizes the resilience and self-reliance of the Chinese nation, highlighting the importance of industrial development for national revival [1] - The article reflects on the contributions of industrialists during the Anti-Japanese War, showcasing their efforts to save the nation through industrialization [1][19] Group 2: Company Case Study - China Petroleum & Chemical Corporation (Sinopec) - China Petroleum & Chemical Corporation's Nanjing Chemical Industry Co., Ltd. (Nanjing Chemical) has a 90-year history, originally founded as Yung Lee Chemical Factory in 1934 by patriot industrialist Fan Xudong [3][4] - During the war, the company faced significant challenges, including air raids, but managed to relocate critical equipment to continue production, demonstrating resilience [4] - The company has since evolved, focusing on innovation, such as the development of electronic-grade sulfuric acid, which is crucial for chip production [5][6] Group 3: Company Case Study - WISCO Kunming Steel Co., Ltd. - WISCO Kunming Steel Co., Ltd. was established in 1939, emerging from the need for steel production during wartime, with significant contributions to the war effort [8][10] - The company faced numerous challenges, including air raids, but successfully produced over 10,000 tons of iron and 4,000 tons of steel by 1945 [11] - Today, the company has modernized its operations, focusing on green and intelligent manufacturing, and has become a leader in high-strength seismic steel production [12][12] Group 4: Company Case Study - Nanjiao Hydropower Plant - The Nanjiao Hydropower Plant, built during the war, was crucial for powering the strategic Yunnan Gejiu tin mine, showcasing the importance of energy infrastructure [13][16] - Despite facing significant challenges, including air raids, the plant was completed and significantly increased tin production, supporting the war effort [16][17] - The plant has undergone modernization, achieving a significant increase in efficiency and contributing to the local power grid [17][18]
欧洲简化部分化学品合规模式
Zhong Guo Hua Gong Bao· 2025-09-23 09:41
Group 1 - The 17th Global Chemicals Regulation Annual Forum was held in Hangzhou, highlighting the challenges faced by the European chemical industry and the efforts to simplify compliance frameworks to improve efficiency and reduce unnecessary costs [1] - The Helsinki Chemicals Forum (HCF) Secretary General Geert Dancet emphasized that standardized and high-level chemical management has become a global consensus and trend, with governments and international organizations enhancing legislation and promoting technological innovation for a safer and more transparent sustainable chemical governance system [1][2] - The European Union (EU) is a key leader in global chemical governance, with the recent launch of the European Chemical Industry Action Plan (ECHA) addressing challenges such as industrial relocation, high energy costs, and overcapacity, focusing on enhancing industrial resilience, accelerating decarbonization, incentivizing innovation, and simplifying regulations [1][2] Group 2 - The ECHA plan includes a simplified review framework, as the EU chemical industry has seen a 50% decline in global market share over the past 20 years, with over 11 million tons of capacity lost due to the closure of more than 20 major production sites in the last two years [2] - European natural gas prices are four times higher than those in the US, and electricity prices are twice as high as in the US and China, contributing to significant cost pressures on the industry [2] - The ECHA plan outlines four main action areas: strengthening industrial resilience, ensuring energy supply while promoting decarbonization and circular economy, incentivizing green innovation and market mechanisms, and simplifying regulatory frameworks, aiming to reduce administrative burdens by 25% for large enterprises and 35% for SMEs [2] Group 3 - The EU Commission proposed to establish a basic regulation for the European Chemicals Agency (ECHA) to enhance its governance capacity and financial sustainability, with targeted revisions to the REACH regulation expected by the end of 2025 to simplify and expedite regulatory processes [3] - Future proposals will focus on environmental legislation, agricultural biocontrol, and facilitating market access for biopesticides, with a commitment to make prudent decisions regarding PFAS restrictions based on scientific opinions and monitoring frameworks [3] - The plans are expected to undergo necessary evaluations by early 2027, potentially leading to revisions in the long-term strategy of the EU chemical industry, including an effectiveness assessment of simplified EU chemical regulations [3] Group 4 - The UK, closely linked to the EU, is also beginning to simplify regulatory measures by proposing the Alternative Transitional Registration model (ATRm), which aims to maintain high levels of protection for human and environmental health while minimizing additional compliance costs due to Brexit [4] - If compliance burdens are too high, some companies may opt not to register formally, potentially reducing the variety and quantity of chemicals in the UK market and impacting supply chains and global competitiveness [4] - The ATRm model is estimated to save 71% of compliance costs, valued at approximately £1.5 billion [4]
南昌溯晶化学工业有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-09-23 03:20
Group 1 - Nanchang Sujing Chemical Industry Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Pang Xulong [1] - The business scope includes sales of chemical products (excluding licensed chemical products), sales of coatings (excluding hazardous chemicals), wholesale of hardware products, retail of daily necessities, import and export of goods, technology import and export, and internet sales (excluding goods that require licenses) [1]
欧洲简化化学品合规模式
Zhong Guo Hua Gong Bao· 2025-09-23 02:51
近日,第17届全球化学品法规年度论坛在杭州举行。会上,记者了解到,由于欧洲化工行业陷入困境, 欧洲管理机构在不影响化学品合规效果的前提下正在简化合规审查框架,以达到提高效率、减少无谓损 耗的目的。 在此基础上,ECHA计划明确了四大行动方向,包括强化产业韧性、保障能源供应并推动脱碳与循环经 济、激励绿色创新与市场机制,以及简化监管框架。通过采纳一揽子简化提案,欧盟将针对现有法规引 入简化规则,使企业行政负担降低25%,中小企业负担降低35%。在实施上述行动计划的同时,欧盟委 员会还采纳了重点关注化学品立法的第六次一揽子法案:包括明确天然复合物质的豁免程序及适用方 法,为化妆品中致癌、致突变或生殖毒性(CMR)物质的普遍禁令设定更长的过渡期,取消肥料依据欧盟 法规进行扩展注册的要求等等。 除上述行动计划外,欧盟委员会还提议制定欧洲化学品管理局(ECHA)基本法规,以加强其治理能力并 提高财务可持续性。此外,欧盟委员会还提出将在2025年年底前对REACH法规进行针对性修订的提 议,以简化和加快限制和授权等监管程序。下一批关于化学品的一揽子提案将聚焦环境立法、农业生物 防控及生物农药的市场准入便利化。欧盟委员会还 ...
化工龙头ETF(516220)持续吸金,近10日净流入超1亿元,机构:化工龙头迎“反内卷”利好
Mei Ri Jing Ji Xin Wen· 2025-09-12 07:04
没有股票账户的投资者可关注国泰中证细分化工产业主题ETF联接C(012731),国泰中证细分化工产 业主题ETF联接A(012730)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 东海证券指出,供给侧有望结构性优化。国内方面,国家政策端对供给侧要求("反内卷")频繁提及; 海外方面,上涨的原料成本+亚洲产能冲击,欧美化工企业近期多经历关停、产能退出等事件。短期来 看,地缘摩擦反复,海外化工供应不确定性有所增加;长期来看,我国化工产业链竞争优势明显,凭借 显著的成本优势和不断突破的技术实力,中国化工企业正迅速填补国际供应链的空白,有望重塑全球化 工产业的格局。 化工龙头ETF(516220)跟踪的是细分化工指数(000813),该指数从沪深市场中选取涉及精细化工、 新材料等领域的上市公司证券作为指数样本,以反映化学工业中高成长性与高技术含量板块 ...
IChemE:英国化工行业应战略优先
Zhong Guo Hua Gong Bao· 2025-09-12 03:08
中化新网讯 近日,英国化学工程师学会(IChemE)首席执行官伊冯·贝克表示,在全球局势日益割裂的当 下,SABIC、陶氏化学等国际巨头关停英国工厂可能削弱英国供应链安全。作为基础性产业,化工行业 不仅是当前及未来经济活动的重要推动力,更支撑着约95%的制成品生产,化工行业应被视为战略优先 领域。 虽然政府计划推出的"英国工业竞争力计划"(2027-2030年)及将"电网费用补偿计划"补贴比例从60%提升 至90%等举措将惠及能源密集型企业,但贝克认为这些措施未能解决短期成本压力,行业更需要长期政 策保障。贝克说,工业战略文件中仅有几处隐晦地提到化学工业被视为基础产业,支撑着英国一些其他 行业,政府应明确确定化工等基础行业为关键和战略基础行业。 贝克指出,当前英国政府亟需制定更具战略性的规划以填补行业指导真空:历届政府长期忽视化工战 略,最近一份行业战略仍停留在1999年。若缺乏强有力的基础产业支撑,这项旨在推动未来十年产业投 资的工业战略将难以落地。 贝克表示,化工产能下降应当引发警惕,这可能导致国内供应减少、海外采购成本上升,同时过度依赖 海外供应商将削弱本土控制力,并因原料运输增加环境影响。 数据显示, ...
化工龙头ETF(516220)盘中涨超2%,新材料替代受关注
Sou Hu Cai Jing· 2025-09-08 02:55
Group 1 - The core viewpoint of the article highlights the Chinese government's policy to increase funding support for the research and demonstration application of new chemical materials, aiming to establish a comprehensive innovation mechanism from laboratory research to end-user feedback [1] - According to statistics from the Ministry of Industry and Information Technology, 32% of over 130 key basic chemical materials are still absent domestically, and 52% rely on imports, indicating a pressing need for domestic alternatives in the context of increasing international tensions and the importance of supply chain security [1] - The current chemical cycle is at a historical low, with commodity price differentials at low levels. Expectations of a Federal Reserve interest rate cut, combined with anti-involution policy expectations, suggest that the supply-demand landscape in the industry may improve, potentially leading to a bottom reversal for leading coal chemical companies [1] Group 2 - The chemical leader ETF (516220) tracks a sub-sector chemical index (000813), which selects listed companies involved in fine chemicals and new materials from the Shanghai and Shenzhen markets to reflect the overall performance of high-growth and high-tech sectors within the chemical industry [1] - The index constituents focus on technological innovation and environmental characteristics, showcasing the development trends in specific areas of China's chemical industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng Sub-sector Chemical Industry Theme ETF Connect C (012731) and Guotai Zhongzheng Sub-sector Chemical Industry Theme ETF Connect A (012730) [1]
Cefic:2025年欧洲化学品产量将下滑
Zhong Guo Hua Gong Bao· 2025-09-08 02:41
Core Viewpoint - The European chemical industry is expected to see a decline in production by 2025, contrary to previous expectations of a 0.5% growth, with 2024 projected to grow by 2.4% [1] Industry Outlook - The recovery prospects for the industry remain unclear, and a weak global economic environment will limit demand growth [1] - European chemical companies face high risks due to trade disruptions, including U.S. tariffs [1] Production and Capacity Utilization - The chemical production capacity utilization rate is expected to decline further to 74.6% in Q3, down from 75.6% in Q2 [1] - The competitiveness of the European chemical industry remains significantly below pre-pandemic levels, particularly for basic chemicals and petrochemical products [1] Sales and Trade - In the first half of 2025, European chemical production is projected to decrease by 2.4% year-on-year, which is 10% lower than pre-pandemic levels [1] - Due to persistent weak demand and stable prices, sales revenue is expected to decline by 1.8% year-on-year [1] - The European chemical industry needs strong domestic demand for significant growth, but no positive shifts in domestic demand have been observed so far [1] - In the first half of 2025, chemical exports increased by 0.5% year-on-year, while imports rose by 5.4%, resulting in a trade surplus of €20.1 billion, down 17% year-on-year [1]