近日，中国化学工程集团旗下中国天辰工程有限公司（以下简称"中国化学天辰"）正式收到沙特基础工 业公司（沙比克）环氧乙烷催化剂项目授标函，成功与阿拉伯石化公司（PETROKEMYA）达成再度合 作，拿下公司在沙特的首个催化剂项目，这也是双方自2015年以来的第九次携手，为中沙石化产业深度 合作再添新硕果。 据悉，本次新建项目定位高端石化核心材料制造，拟建设年产4000吨环氧乙烷催化剂生产装置，核心涵 盖催化剂载体冲洗、催化剂载体干燥、成型、活化等多套关键生产装置，同时配套建设公用工程及辅助 设施，全面满足催化剂规模化、精细化生产需求。项目建成后，将实现环氧乙烷催化剂的本地化、规模 化生产，填补沙特在该高端核心材料领域的产能空白。 环氧乙烷催化剂作为环氧乙烷产业链的"心脏"，是石化领域高端技术的核心载体，其性能直接决定环氧 乙烷生产装置的生产效率、产品纯度、能耗水平及环保指标，更是衡量一个国家石化产业高端制造能力 与创新水平的重要标志。目前，环氧乙烷广泛应用于纺织、医药、日化、能源等多个关键领域，其催化 剂的自主化生产对产业高质量发展具有决定性作用。 此次成功中标，离不开中国化学天辰深厚的技术积淀与丰富的项目经验 ...

证券代码：601117 股票简称：中国化学 公告编号：临 2026-008 中国化学工程股份有限公司 关于经营情况简报的公告 一、 按业务类型统计 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带责任。 现将公司 2026 年 1 月主要经营情况公布如下，供各位投资 者参阅。 | 业务类型 | | 数量 | 合同金额 | | --- | --- | --- | --- | | 工程业务 | | 593 | 359.91 | | 其 | 化学工程 | 537 | 298.71 | | 中 | 其他工程 | 56 | 61.20 | | 实业业务 | | | 8.47 | | 现代服务业 | | | 0.87 | | 合计 | | 593 | 369.25 | 1 月，公司单笔合同额在人民币 5 亿元以上的重大合同主要 如下： | 序号 | 单位名称 | 项目合同名称 | 合同金额 | | --- | --- | --- | --- | | 1 | 中国天辰工程 | 加纳 Chrispod 因查班 541MW 燃气电 | 约 28 ...

Core Viewpoint - The company holds a cautiously optimistic outlook for its development in 2026, focusing on consolidating its main business, expanding into new energy materials, and optimizing operations [1] Business Performance - For the period of January to September 2025, the company's operating revenue was 295 million, a decrease of 9.96% year-on-year [2] - The net profit attributable to the parent company was approximately 51.69 million, reflecting a year-on-year decrease of 8.00% [2] - Future performance may be influenced by the execution of orders and the progress of market expansion [2] Strategic Initiatives - As of June 2025, the company has signed unfulfilled orders amounting to approximately 420 million [1] - The company is actively expanding into the coal chemical project market in regions such as Xinjiang and Inner Mongolia and has won relevant framework agreements [1] - The company plans to appropriately formulate an equity incentive plan [1]

Core Viewpoint - The year 2026 marks the beginning of the "14th Five-Year Plan" and is crucial for China's modernization journey, with China Five Ring Engineering Co., Ltd. (China Five Ring) committing to a dual-function transformation of "technology + engineering" to achieve high-quality development and aim for a "100 billion Five Ring" vision [1][6] Group 1: Innovation and Technology - In 2026, China Five Ring will focus on the "three new and one green" strategy, driving both original and open innovation [2] - The company aims to break through key core technologies in critical fields such as phosphorus-fluorine chemicals and high-efficiency catalysts, with a goal of launching 2-3 proprietary green process packages within the year [2] - The establishment of a research institute and the strengthening of pilot platforms and incubation centers will facilitate the transition of laboratory results to production lines [2] Group 2: Industrial Transformation - China Five Ring will pursue a dual approach of focusing on both traditional and emerging sectors, enhancing value in traditional areas like ammonia processing and coal chemicals through smart and green upgrades [3] - The company plans to expand into new markets, targeting 3-5 new overseas projects in countries like Iraq and Kenya while deepening its presence in traditional markets such as Indonesia and Egypt [3] - A comprehensive lifecycle solution combining technology, engineering, and operations will be provided to clients, aligning with national strategies [3] Group 3: Governance and Reform - The company will implement internal reforms to enhance governance, including a clear responsibility list and a focus on performance management [4] - A standardized design library will be constructed to improve modular reuse rates, and cash flow management will be prioritized to ensure financial security [4] - The application of an IDP platform will enable data-driven decision-making, while risk prevention measures will be strengthened [4] Group 4: Cultural Development - China Five Ring will promote a culture of innovation and execution through initiatives like the "Star Project Party Branch" and the "Star River Plan" talent program [5] - The company aims to enhance its brand and cultural presence through various initiatives, including the establishment of a digital storytelling platform and cultural festivals [5] - A focus on the "six diligence" spirit will drive efforts to improve execution and combat low-quality work [5]

2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

Market Overview - On January 20, the A-share market showed a mixed performance with the Shanghai Composite Index slightly down by 0.01% at 4113.65 points, while the Shenzhen Component and ChiNext Index fell by 0.97% and 1.79% respectively, closing at 14155.63 points and 3277.98 points [1] - The total trading volume reached 2.78 trillion yuan, indicating a slight increase in activity but still below the five-day average, with a clear capital siphoning effect [1] - The market focus shifted towards cyclical and defensive sectors, with precious metals, chemicals, and infrastructure leading gains, while previously popular sectors like commercial aerospace, semiconductors, and AI computing faced significant corrections [1] Main Capital Trends - Major funds exhibited a "abandon high for low" characteristic, with net inflows of 8.5 billion yuan into the chemical sector and 4.2 billion yuan into precious metals, while significant outflows occurred in AI computing and commercial aerospace sectors, with net withdrawals of 12 billion yuan and 7.8 billion yuan respectively [2] - Northbound funds recorded a net purchase of 5.8 billion yuan, focusing on resource stocks like Zijin Mining and Shandong Gold, as well as consumer and semiconductor sectors [2] - The overall market saw over 60% of stocks decline, indicating a clear divergence in fund preferences and a retreat in risk appetite [2] Investment Opportunities in Newly Listed Stocks - China Chemical (601117): A leading player in the chemical engineering sector, the stock closed at 8.79 yuan with a recent five-day increase of 7.59%, indicating significant valuation recovery potential due to deep discounting [3] - Hongmian Co., Ltd. (000523): Engaged in textile and apparel, the stock closed at 4.24 yuan with a five-day increase of 6.27%, benefiting from improving consumer demand and stable raw material prices [4] - Mingtai Aluminum (601677): A leader in aluminum processing, the stock closed at 16.63 yuan with a five-day increase of 11.99%, supported by strong demand from the new energy and industrial sectors [5] Summary and Investment Recommendations - The A-share market on January 20 displayed a mixed performance, with the Shanghai index slightly down while the Shenzhen indices fell more significantly, indicating a cautious short-term sentiment [11] - The focus on low-valuation cyclical stocks and sector leaders like China Chemical and Mingtai Aluminum is recommended, as they are significantly undervalued and show potential for valuation recovery [11] - Conversely, stocks with excessive valuation premiums, such as Fenglong Co., Ltd. and Aviation Power Technology, should be avoided due to their reliance on short-term market sentiment without fundamental support [11][12]

Core Viewpoint - Donghua Technology (002140) is the general contractor and operator of the Zabuye lithium carbonate project, which is expected to officially commence production by the end of September 2025 after completing a 120-hour functional assessment [1] Group 1 - The project is currently ramping up production capacity as expected [1] - Donghua Technology provides design and general contracting services for the lithium carbonate projects of Zangge Mining (000408) and Qinghai Huixin, but does not engage in operational activities [1]

Core Viewpoint - The achievements of Donghua Engineering Technology Co., Ltd. in the fields of industrial wastewater treatment, new materials, and resource utilization highlight the company's technological strength in promoting industrial green transformation and efficient resource use [1][2]. Group 1: Awards and Recognitions - Donghua Engineering won multiple awards at the Anhui Provincial Employee Technology Innovation Competition, including the "Gold Achievement" award for the project on "Key Technologies and Applications for Coordinated Treatment and High-Value Resource Utilization of Industrial Wastewater" and the "Gold Project" award for the "Development Project of High-Conductivity Graphene-Aluminum Composite Materials" [1]. - The company also received first-class recognition from the China Energy Chemical Geological Trade Union for its technologies on "Zero Discharge and Resource Utilization of Coal Chemical Wastewater" and "Lithium Extraction Technology from Salt Lakes" [1]. Group 2: Technological Innovations - The industrial wastewater treatment technology developed by the company integrates "multi-pollutant coordinated removal + multi-path high-value resource utilization + whole-process cost reduction and efficiency enhancement," marking an upgrade from end-of-pipe treatment to whole-process control [2]. - The graphene-aluminum composite material project utilizes Donghua's continuous gas-phase synthesis technology to create a new composite material with high conductivity, high modulus, high strength, and lightweight characteristics, overcoming traditional aluminum alloy performance limitations [2]. - The zero discharge and resource utilization technology for coal chemical wastewater establishes a comprehensive intelligent control technology system, providing a replicable and promotable demonstration solution for the industry [2]. - The lithium extraction technology from salt lakes addresses the technical bottlenecks in developing low-grade, high magnesium-to-lithium ratio brine in China, innovating process pathways and developing specialized reactors to form a highly adaptable lithium extraction technology system [2]. Group 3: Future Directions - The company is committed to increasing R&D investment in new materials, new energy, and new environmental protection fields, focusing on key technical challenges in the industry [2]. - By leveraging the "T+EPC" model, the company aims to promote more innovative achievements that contribute to industrial green transformation [2].

Core Viewpoint - China Chemical Engineering Fourth Construction Co., Ltd. (referred to as "the company") has made significant progress in its business development, securing contracts for major projects, which indicates a strong market position and growth strategy moving forward [1][2]. Group 1: Project Achievements - The company has recently won contracts for over 30 projects with a scale exceeding 100 million yuan since 2025 [2]. - Notable projects include the Phase I engineering of a 200,000-ton metal magnesium project for Xinjiang Hefeng Magnesium Industry Co., Ltd., which involves refining and casting, hydrochloric acid resolution systems, and hydrogen chloride absorption systems [2]. - Another significant contract is with Guangzhi Technology (Jingzhou) Co., Ltd. for the construction of an acrylic resin production base, which includes production facilities, utilities, storage, and office R&D areas, with a planned construction period of 365 days [2]. Group 2: Strategic Development - In 2025, the company aims to enhance its operational layout and market expansion in response to a complex market environment, guided by the China Chemical Engineering Group's "135" development strategy and "123456" work approach [1]. - The company is focusing on consolidating its main business market, expanding into non-chemical markets, and solidifying its overseas market presence [1]. - Leadership is actively engaging in high-end marketing across various regions, including Thailand, Vietnam, and Cambodia, to foster communication with project owners and expand the company's development space [1].

Core Viewpoint - The successful completion of the first gas lifting operation for a low-temperature storage tank project in Vietnam by China Chemical Tianchen Company marks a significant milestone, indicating the project's transition from civil construction to the installation phase, thereby accelerating its completion timeline [1] Group 1: Project Overview - The low-temperature storage tank project is a joint venture between China Chemical Tianchen Company and Vietnam Oil Technical Services Company, with China Chemical 14th Construction Company responsible for the construction [1] - The gas lifting operation was completed 24 days ahead of schedule, showcasing effective project management and execution [1] Group 2: Technical Details - The dome structure of the storage tank has a diameter of over 70 meters, weighs more than 610 tons, and was lifted to a height exceeding 33 meters, representing a highly complex technical challenge [1] - The project team utilized their extensive experience in large low-temperature storage tanks to manage various aspects such as design, procurement, construction, safety, and quality [1] Group 3: Challenges and Solutions - The project faced challenges including complex climate conditions and cross-border logistics coordination [1] - Multiple rounds of planning discussions and rehearsals were conducted to ensure the technical details were meticulously executed, allowing the gas lifting to be completed smoothly and accurately within three hours [1] Group 4: Future Implications - The successful gas lifting operation signifies a transition to the peak installation phase of the project, which is crucial for timely completion and production [1]