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 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中银国际指出，化工行业短期内需关注中报行情、"反内卷"对供给端的影响、电子材料自主可控及 能源企业分红政策。中长期来看，新材料领域发展空间广阔，包括材料国产化、OLED渗透率提升及新 能源材料应用扩展；政策加持下氟化工、维生素等子行业景气度有望上行，轮胎企业全球化布局仍有空 间。 化工龙头ETF（516220）跟踪的是细分化工指数（000813），该指数从市场中选取涉及化肥、农 药、涂料等化学工业子行业的上市公司 ...

超越 J Curve . 用数据延伸你的阅读 将投中网设为"星标⭐"，第一时间收获最新推送 以下文章来源于超越 J Curve ，作者宋梓翔 更令人意外的是， 边缘城市也开始 进入并购市场，黄山、衢州、曲靖等 GDP不足4000亿元的三四 线城市也纷纷出手， 更有县级国资拿下上市公司控制权。这 显示 了 并购的参与者正在从 一二线或 省会 城市 扩展到更 低线城市 。 01.地方国资在买 28家 上市公司 自 2025年1月1日起至今， 地方国资共参与了 28起 上市公司的控制权收购 ，其中已完成的交易 16起，仍在进行中的交易12起（见下表）。 | 企业名称 | 行业 | 交易金额(万元) | 参自国资 | 省份-城市 | | --- | --- | --- | --- | --- | | 江海股份 | 未含体 | 323, 247. 00 | 浙江省经济建设投资有限公司 | 浙江-杭州 | | 雪峰科技 | 化工制品 | 220, 554. 36 | 广东宏大控股集团股份有限公司 | 广东-广州 | | 通用股份 | 汽车零部件 | 211, 847. 33 | 江苏省苏豪控股集团有限公司 | 江苏-南京 ...

Group 1 - The core viewpoint indicates that the export window for phosphate fertilizers has arrived, with phased exports expected in 2025, starting with a peak period from May to September, and adjustments based on domestic supply and demand dynamics [1] - Frequent chemical safety incidents have raised industry awareness, leading to potential nationwide safety inspections in the pesticide sector, which may accelerate the exit of non-compliant production capacities and support a recovery in the pesticide industry's prosperity [1] - The refrigerant market is performing strongly, with R134a prices rising significantly, supported by production quota constraints on the supply side and benefiting from the "old-for-new" policy and recovering overseas demand on the demand side [1] Group 2 - The chemical leader ETF (516220) tracks a specific chemical index (000813) that selects listed companies closely related to the chemical industry from the Chinese A-share market, covering various sub-industries such as basic chemicals and specialty chemicals [1] - Investors without stock accounts may 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]

调查还显示，业界对第三季度及未来12个月的预期为"低迷"。尽管预计一年后销售额可能回升，但英国 化工企业的雇员数量仍将继续下降，表明潜在的市场份额存在长期流失风险。约70%的英国化工企业在 报告中预计，劳动力成本将进一步恶化，近60%的企业预计需求将减弱。 中化新网讯 近日，英国化学工业协会(CIA)最新季度商业调查显示，第二季度英国三分之一的化工企业 销售额、生产水平和产能利用率均出现下滑。该协会将这一表现直接归因于能源成本和国际经济的不确 定性，当然全球供应过剩也对英国化工企业造成压力。 英国化学工业协会首席执行官史蒂夫·埃利奥特指出："我们的会员注意到，全球化工产能过剩，激烈的 国际竞争加上缺乏国际竞争力的产业政策和投入成本，正在威胁英国国内制造业的未来。过去两年，因 投资转向更具竞争力的地区，有多家企业已宣布关停、重组、战略调整或发布盈利预警。" CIA表示，陶氏公司位于巴里的基础硅氧烷工厂和SABIC在威尔顿的裂解装置是近期宣布关停的典型案 例。CIA首席经济学家米凯拉·博拉表示："调查明确显示，行业已连续两年多处于收缩状态，化工企业 投资和就业出现双下降，尤其就业已连续6个季度萎缩，这可能由于长期 ...

中国化工学会秘书长方向晨强调，随着新一轮科技革命和产业变革的蓬勃兴起，化学工业急需响应全球 可持续发展的迫切需求，勇于探索支撑全球可持续发展的化工解决方案。面对传统产业转型、绿色低碳 发展、创新范式变革、激发新增长点等挑战，化学工业要把坚守化学工程师伦理守则、加强工程伦理教 育作为现代工程技术发展的关键所在，这也是培养新一代创新型化工人才的必然要求。 "工程伦理作为人类文明的规范，不仅是公共安全的防火墙，也是技术滥用的刹车片。"中国工程院院 士、华东理工大学涂善东呼吁伦理回归，加强全面工程教育，追求卓越，共同面对气候变化和人工智能 等全球性重大挑战。 中化新网讯 近日，工程伦理教育与化工产业可持续发展论坛在北京举办。与会专家表示，加强工程伦 理教育是化工产业高质量发展的必然要求。只有将伦理意识深植于人才培养、技术研发和产业实践中， 化工行业才能真正实现可持续发展。 会上，中外专家学者还围绕工程伦理教育的正确实施、绿色技术创新实践、企业ESG实施路径、工程伦 理在石化化工领域的实践等话题作主旨报告。来自国内外高校、科研院所及产业界的近70名代表参会。 中国工程院院士、哈尔滨工业大学马军介绍了如何基于全球气候变化 ...

中化新网讯 7月31日，中国石油和化学工业联合会(下称中国石化联)召开新员工教育培训总结会，并组 织新员工参观中国化工博物馆。 会后，中国石化联党建首席专家胡建国带领新员工参观了中国化工博物馆展厅。在古代化工厅，员工们 见证了化学工业的起源，葛洪、宋应星等中国古代伟大科学家的事迹激励着年轻人奋力前行。在近代化 工厅，以百年化工史为线，弘扬了徐寿、范旭东、侯德榜等化工先驱们的伟大贡献。当代化工厅展现了 新中国化学工业辉煌的发展历程，科普厅则从多方面展示化学工业与日常生活的关系。参观结束后，大 家还观看了化工科普短片，进一步增强了对化学工业的了解。 总结会上，于爽、王一多等学员结合自身岗位分享了培训感受。中国石化联党委常委、副秘书长庞广廉 对新员工提出三点期待：希望大家持续学习，保持求知欲，成为中国石化联系统的"智库";勇于担当， 在工作中不抱怨，成为照亮他人的"烛光";思维活跃，善于创新，为整个系统注入新活力。随后，与会 领导为学员们颁发结业证书并赠书。 图为培训结业现场。 ...

Group 1 - The EU has agreed to a trade deal with the US, accepting a 15% tariff on goods exported to the US, which is seen as a capitulation under the threat of US tariffs [1][2] - The deal includes a commitment from the EU to increase investments in the US by $600 billion and to purchase $750 billion worth of US energy products [1] - French officials have expressed strong criticism of the agreement, labeling it as a "sombre day" and arguing that it undermines European unity and values [2][3] Group 2 - German Chancellor Merz acknowledged that while the agreement avoids a trade conflict that could severely impact Germany's export-driven economy, he expressed dissatisfaction with the 15% tariff [6] - Many EU countries share a similar sentiment, recognizing the deal as imbalanced but supporting it to avoid escalating trade tensions [6][7] - The agreement is expected to be finalized in a joint statement by August 1, with further negotiations to establish a comprehensive deal [7] Group 3 - European stock markets reacted positively to the news, with the Stoxx 600 index reaching a four-month high, indicating a mixed sentiment among European companies regarding the deal [7] - Economists noted that while the 15% tariff is better than expected, there are concerns about the long-term competitiveness of European exports and the costs that US customers will incur due to the tariffs [7]

Group 1 - The recent conflict between Israel and Iran has significantly impacted the chemical industry in the Middle East, leading to the shutdown of many chemical production facilities in Iran and affecting Israel's refining and petrochemical sectors [1][2] - The Bazan Group in Israel reported that its Haifa refinery was closed following missile attacks from Iran, with all facilities of its subsidiary, Carmel Olefins, also shut down due to damage to a power plant [1] - Carmel Olefins operates a steam cracking unit with an annual ethylene capacity of 240,000 tons and propylene capacity of 135,000 tons, along with additional capacities for polyethylene and polypropylene [1] Group 2 - In Iran, Israeli attacks on oil and gas infrastructure have led to the closure of numerous chemical plants, including the Marjan Petrochemical methanol facility with an annual capacity of 1.65 million tons [2] - The attacks have also caused supply shortages of natural gas for methanol facilities, leading to production halts in ammonia plants across Iran [2] - Chemical products account for about one-third of Iran's non-oil exports, making it the third-largest export sector after crude oil and refined oil products [3] Group 3 - Iran has approximately 85 chemical plants that produce a variety of chemicals, including ethylene, polyethylene, methanol, ammonia, and aromatics, utilizing local raw materials such as natural gas [3] - Iran is the second-largest ethylene producer in the Middle East, with a total ethylene production capacity of 7.88 million tons per year, representing 23% of the region's capacity [3] - The country has 13 methanol plants with a total capacity of 17.38 million tons per year and 21 polyethylene plants with a total capacity of 4.45 million tons per year [3]

Core Viewpoint - The European Chemical Industry Council (Cefic) and the German Chemical Industry Association (VCI) welcomed the European Commission's release of the Clean Industry State Aid Framework (CISAF), which aims to enhance the investment viability of European industries through practical measures such as electricity price reductions and decarbonization support [1] Group 1: Framework Overview - CISAF responds to calls from European industrial leaders for restoring investment viability in Europe [1] - The framework includes measures for energy-intensive industries, such as temporary electricity price reductions and support for decarbonization [1] - The framework is effective until December 31, 2030, providing long-term policy expectations for member states and companies [1] Group 2: Industry Reactions - Cefic's CEO Ilham Kadri emphasized that while European energy prices remain uncompetitive, CISAF represents a significant step in the right direction [1] - VCI noted that the framework indicates a shift in EU industrial policy, providing member states with more room for aid despite some strict limitations in certain areas [1] - VCI's Executive Director Wolfgang Groß Entrop highlighted the need for Europe to focus beyond its own development due to increasing international competition [1] Group 3: Key Measures - CISAF simplifies state aid rules for renewable energy and low-carbon fuels [1] - It supports the decarbonization of existing production facilities and promotes the development of EU clean technology manufacturing capabilities [1] - The framework aims to lower investment risks in clean energy, decarbonization technologies, energy infrastructure, and circular economy projects [1]

Core Viewpoint - The article emphasizes that the United States is not only fighting for the dollar but also for oil, which plays a crucial role in shaping global order and political dynamics. Group 1: Historical Context - The article discusses the historical significance of oil in global conflicts, particularly highlighting how oil has influenced military actions and geopolitical strategies [4]. - It mentions the establishment of the Dawes Plan in 1921, which helped Germany recover economically post-World War I, allowing for collaboration between American oil giants and German industry [9]. - The article outlines the advancements in organic chemistry in Germany during the early 20th century, which laid the groundwork for the development of the petrochemical industry in the United States [11]. Group 2: Key Companies and Technologies - The formation of IG Farben in 1925, a merger of major German chemical companies, is noted for its role in technological innovation, particularly in ammonia production, which was crucial for agriculture and munitions [12]. - The article highlights the collaboration between American Standard Oil and German firms, which facilitated the transfer of advanced chemical technologies to the U.S., leading to the rise of the petrochemical industry [11][12]. - It details the development of synthetic fuels and rubber by IG Farben, which became essential for the German war machine during World War II, showcasing the company's strategic importance in wartime production [16][17]. Group 3: Political Implications - The article discusses how IG Farben's support for the Nazi regime ensured the stability of synthetic fuel production, which was vital for Germany's military operations [16]. - It notes that the company's resources were heavily invested in the German war effort, producing essential materials for warfare, thus linking corporate interests with state military objectives [16]. - The transformation of IG Farben into a state-controlled entity under the Nazi regime illustrates the intertwining of corporate power and government policy during this period [16].