8月31日，记者从生态环境部获悉，生态环境部联合国家发展改革委、工业和信息化部印发《工业领域 氧化亚氮排放控制行动方案》（以下简称《方案》）。《方案》提出，加强技术创新，持续开展源头和 过程控制、资源化利用、监测和减排等关键技术的研发创新，开展技术示范工程建设，支持控排相关技 术申报国家重点推广的低碳技术目录，有效提升工业领域氧化亚氮减排能力。 国家应对气候变化战略研究和国际合作中心马翠梅研究员说，自2021年起，我国逐步将硝酸生产过程的 氧化亚氮排放数据报告纳入全国碳市场；在技术研发方面，我国已有企业研发了具有自主知识产权的减 排技术，减排效率接近国外产品且成本更具优势。下一步，有关部门需要研究出台系列细化配套措施， 实现《方案》提出的控排目标，提高我国应对气候变化能力，为全球工业领域氧化亚氮治理提供"中国 方案"。（记者李禾） 生态环境部应对气候变化司有关负责人说，我国工业领域氧化亚氮排放主要来自己二酸、硝酸和己内酰 胺的生产过程，己二酸行业是工业氧化亚氮最主要的排放源。工业领域氧化亚氮排放相对集中、行业聚 集程度较高，排放处理的技术路线也较为成熟，因此率先在工业领域开展氧化亚氮控排工作具有较高可 行性。 ...

中化新网讯 8月27日，生态环境部、国家发改委、工业和信息化部联合印发《工业领域氧化亚氮排放控 制行动方案》，提出六项重点工作任务，控制工业领域氧化亚氮排放。 一是推动氧化亚氮减排。推动相关工业产品生产企业通过使用治理设备、加装催化剂等方式有效减少氧 化亚氮排放。鼓励己二酸生产企业对氧化亚氮尾气进行回收提纯再利用。 二是完善氧化亚氮控排配套政策。研究利用相关资金渠道支持相关企业建设氧化亚氮回收提纯装置和减 排装置，加快推进利用市场机制鼓励工业领域氧化亚氮减排。 三是加强技术创新。持续开展关键技术的研发创新，开展技术示范工程建设，支持控排相关技术申报国 家重点推广的低碳技术目录，推动成立工业领域氧化亚氮控排产学研联盟。 四是强化工业领域氧化亚氮协同管控。针对与氧化亚氮同源的氮氧化物等，研究探索建立协同控制制 度，研究在己二酸、硝酸和己内酰胺等重点行业建设项目环境影响评价中开展氧化亚氮排放评价，提出 减污降碳协同控制措施。 五是加强工业领域氧化亚氮监测、报告和核查体系建设。推进建立重点企业氧化亚氮排放报告制度，研 究制定监测标准和排放相关标准，在工业领域探索开展氧化亚氮排放源自动监测。 六是加强国际交流与合作。积 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call primarily discusses the **Xinjiang civil explosives market** and its growth prospects, driven by the **Western Development Strategy** and coal mine capacity expansion. Demand is expected to steadily increase, potentially exceeding **1 million tons** during the 14th Five-Year Plan period, with a focus on the Hami and Jun Dong areas [1][5]. Core Insights and Arguments - **Market Demand and Supply**: - The **Xinjiang industrial explosives market** saw production and sales exceeding **200,000 tons** in the first half of 2025, marking a **10% year-on-year growth** despite coal price declines [2]. - Xinjiang ranks **second nationally** in production and **first in value**, totaling approximately **1.9 billion yuan** [2]. - The supply side is constrained, with a total licensed capacity of **620,000 tons**, predominantly from four major companies holding over **80% market share**, indicating a favorable competitive landscape [6]. - **Company Developments**: - **Xuefeng Technology** and **Guangdong Hongda** have strengthened their order acquisition capabilities post-merger, with expectations of a **20% compound annual growth rate** in new orders due to increased mining service orders in the western regions and overseas expansion [7][9]. - **Yipuli** is projected to see a **20% growth** in 2025, benefiting from major projects in Xinjiang and Tibet, including the **50 billion yuan** Yanjin Mine project [10][11]. - **Regulatory Impact**: - The Ministry of Industry and Information Technology is set to release a plan affecting the **soda ash and chlor-alkali industries**, focusing on structural adjustments and the elimination of outdated capacity, which may benefit companies like **Boyuan Chemical** [12][17]. - **Fertilizer Industry Dynamics**: - The fertilizer sector is undergoing natural optimization, with **urea prices** influenced by overseas demand and export quotas. **Hualu Hengsheng** is expected to benefit from its urea capacity and new projects, contributing significant profits [18][19]. Additional Important Insights - **Chemical Industry Trends**: - The **dye industry** is experiencing a decline in fixed asset investment, with expectations of significant profit recovery in 2026 due to improved supply conditions [21]. - The **organic silicon sector** is facing profitability challenges due to overcapacity, but demand remains strong in downstream applications like **new energy vehicles** and **medical devices** [23][24]. - **Pesticide Market Changes**: - Recent price increases in the pesticide sector, driven by rising demand and regulatory changes, are expected to continue into the latter half of 2025, benefiting leading companies like **Yangnong Chemical** and **Lier Chemical** [25][27]. - **Investment Opportunities**: - Key companies to watch in the organic silicon and pesticide sectors include **Yangnong Chemical**, **Lier Chemical**, and **Runfeng Shares**, which are well-positioned to capitalize on market trends and demand recovery [30]. This summary encapsulates the critical insights and developments discussed in the conference call, highlighting the growth potential and challenges within the Xinjiang civil explosives market and related chemical industries.