黄河与京杭大运河交汇处，孕育出一颗"两河明珠"，这便是山东聊城。这座因河而生、枕水而居的城 市，促进了南北文化融合，也将中国与世界紧密相联。在聊城这片生生不息的土地上，同样有一颗石油 和化工行业的"明珠"——从1976年诞生时的万吨级小氮肥企业，一步步成长为如今的现代化、国际化、 综合性化工企业，这便是鲁西集团。 "十四五"时期，面对百年变局加速演进、全球产业链重构、"双碳"目标纵深推进等多重挑战，鲁西集团 锚定"国内领先、国际一流"目标，深化国企改革，强化创新驱动，推动高质量发展，实现了从传统化工 向高端新材料产业进军的成功跨越。五载砥砺，鲁西集团在科技创新、绿色转型、项目建设、管理跃升 等各个战场斩关夺隘，取得历史性突破，为"十五五"的壮阔航程再次鼓起风帆。 向高端谋转型 产业蓝海奋楫争先 昔日的鲁西，曾凭借单一氮肥产品勇夺全国化肥产销量第一的桂冠，谱写了"全国化肥看山东，山东化 肥看鲁西"的行业传奇。然而，他们未曾沉溺于既往的"金山"。站在时代的十字路口，鲁西集团以"舟至 中流，奋楫者先"的魄力，从最熟悉的煤化工、盐化工领域起锚，迈开了向高端化工进军的历史性步 伐。 "十四五"期间，鲁西集团全力实施新旧 ...

黄河与京杭大运河交汇处，孕育出一颗"两河明珠"，这便是山东聊城。这座因河而生、枕水而居的城市，促进了 南北文化融合，也将中国与世界紧密相联。在聊城这片生生不息的土地上，同样有一颗石油和化工行业的"明 珠"——从1976年诞生时的万吨级小氮肥企业，一步步成长为如今的现代化、国际化、综合性化工企业，这便是鲁 西集团。 "十四五"时期，面对百年变局加速演进、全球产业链重构、"双碳"目标纵深推进等多重挑战，鲁西集团锚定"国内 领先、国际一流"目标，深化国企改革，强化创新驱动，推动高质量发展，实现了从传统化工向高端新材料产业进 军的成功跨越。五载砥砺，鲁西集团在科技创新、绿色转型、项目建设、管理跃升等各个战场斩关夺隘，取得历 史性突破，为"十五五"的壮阔航程再次鼓起风帆。 鲁西集团化工新材料产业园 向高端谋转型 产业蓝海奋楫争先 昔日的鲁西，曾凭借单一氮肥产品勇夺全国化肥产销量第一的桂冠，谱写了"全国化肥看山东，山东化肥看鲁 西"的行业传奇。然而，他们未曾沉溺于既往的"金山"。站在时代的十字路口，鲁西集团以"舟至中流，奋楫者 先"的魄力，从最熟悉的煤化工、盐化工领域起锚，迈开了向高端化工进军的历史性步伐。 "十四五"期 ...

中化新网讯 12月17日，由中国石化集团经济技术研究院有限公司主办的能源展望2060系列报告发布会 暨2026能源化工产业发展论坛在京举办。论坛以"融合创新 变革发展"为主题，发布了"能源展望 2060"系列报告。 中国石油和化学工业联合会副会长凌逸群表示，当前我国石油和化工行业经济运行总体平稳，但也面临 着转型升级压力。为实现"十五五"良好开局，他建议推动融合发展，夯实新型能源体系建设根基，促进 油气与风电、光伏、绿氢的耦合共生；强化创新驱动，培育新质生产力，提升高端产品国产化率；坚 持"双碳"引领，筑牢绿色发展底色，主动对接全国碳排放权交易市场；优化结构升级，增强产业链供应 链稳定性；聚焦场景应用，激发产业增长新空间，扩大新能源在化工领域的应用范围。 中国石化经济技术研究院党委副书记、总经理罗大清阐释《世界和中国能源展望2060（2026版）》指 出，当前全球经贸环境复杂多变，各国能源转型路径分歧扩大、气候治理缓慢，中国正凭借绝对领先的 风电、光伏装机规模和完善的可再生能源产业链供应链，成为全球绿色低碳发展引领者。值得注意的 是，尽管各国由于资源禀赋和发展阶段不同，转型路径各异，但"电气化"成为了共同答案 ...

据悉，该《推荐目录》中涉及工业节能降碳技术、信息化领域节能降碳技术和高效节能装备等三方面内 容。在工业节能降碳技术中，10项石化化工行业节能降碳技术在列。其中包括含盐多组分溶剂分离技 术、燃煤催化剂、炼化加热炉复合结晶膜技术、高通量换热技术、液压驱动式无级气量调节系统、高温 加热炉纳米节能新材料、高纯度熔融结晶技术、臭氧高级氧化、纳米气凝胶材料工业节能技术和水基岩 屑微生物处理土壤化利用技术。 此外，《推荐目录》中还公告了余热余压及系统能量梯级利用技术、清洁低碳氢制备及应用技术和工业 减碳技术等。 中化新网讯 12月15日，工业和信息化部节能与综合利用司发布了《国家工业和信息化领域节能降碳技 术装备推荐目录(2025年版)》(下称《推荐目录》)，旨在加强重点行业领域技术改造升级和大规模设备 更新。 其中，入列的清洁低碳氢制备及应用技术包括电解水制氢成套设备、碱性水电解制氢复合隔膜技术、低 温氨分解制氢装置等9项。入列的工业减碳技术中包括大规模燃烧后碳捕集技术、生物质微波裂解燃气 化成套装备及技术等12项。 记者了解到，目前石油和化工行业绿色转型尚存诸多短板，节能降碳任务艰巨。一方面，节能节水降碳 技术研发投入 ...

Core Viewpoint - The oil and chemical industry in China is facing intensified homogenization competition and reliance on price wars, necessitating a transformation towards high-end, differentiated, and green development through technological innovation [1][2]. Group 1: Technological Innovation - Companies should place technological innovation at the core of overall development, creating efficient collaborative innovation mechanisms and integrating internal R&D resources to streamline the entire process from basic research to industrial application [1]. - Jilin Fuel Ethanol Company has partnered with domestic universities to address common challenges in the alcohol industry, such as yeast recovery and stability, by constructing the first domestic industrialized solidified yeast facility, significantly enhancing production efficiency and strain stability [1]. Group 2: Upgrading and Transformation - Companies need to focus on the difficulties and bottlenecks in production operations and critical points in the industrial chain, leveraging technological innovation to upgrade towards high-end, green, and intelligent directions [2]. - Jilin Fuel Ethanol Company has implemented various modifications, including negative pressure transportation and waste gas recovery, resulting in savings of 67,300 tons of steam and 1.28 million kilowatt-hours of electricity this year [2]. - The company has also enhanced its intelligent transformation, achieving online monitoring for 254 pumps, leading to a year-on-year reduction of 44% in motor burnouts and 38% in bearing replacements [2]. Group 3: Innovation-Driven Development - Companies should focus on practical outcomes in driving industrial development, ensuring a seamless connection from technology to industry, and adopting a market-oriented approach to develop high-performance, customized products [2]. - Jilin Fuel Ethanol Company is accelerating non-grain research and development in line with national energy strategies, utilizing bioethanol to mitigate the adverse effects of single raw material reliance and reduce competition for food resources [2]. - The company is also investing in refining and derivative technologies to explore the development of high-value by-products such as ethylene, acetaldehyde, and high-protein feed, actively expanding its new product portfolio to create new profit highlights [2].

Core Viewpoint - The petrochemical industry has shown significant potential in cultivating specialized and innovative "little giants" and single champion enterprises, which are vital for the development of the private economy in China [1]. Group 1: Industry Growth and Achievements - The petrochemical sector has successfully implemented a gradient cultivation model for private enterprises, leading to a growth path from innovative small and medium enterprises to specialized and innovative small giants and single champion manufacturers [2]. - The number of recognized specialized and innovative "little giant" enterprises in the petrochemical industry has increased from 29 to 511 over seven batches, with the proportion rising from 11.7% to 14.68% [2]. - Among 1,861 single champion enterprises recognized across nine batches, 258 are in the petrochemical sector, accounting for 13.86%, with private enterprises making up 75.6% of this group [2]. Group 2: Challenges and Needs - Despite the achievements, the petrochemical industry faces challenges such as weak technological innovation capabilities, reliance on imports for key products, insufficient industry chain collaboration, and a nascent international presence [3]. - There is a pressing need to cultivate high-quality enterprises represented by single champions and specialized "little giants" to enhance market vitality and improve the self-sufficiency of the industrial supply chain [3]. Group 3: Strategies for Development - The industry should focus on fine chemicals and strategic emerging industries, accelerate the industrialization of niche products, enhance the quality of existing products, and overcome supply bottlenecks for key raw materials [5]. - Quality management should be improved by integrating quality management activities with business objectives, enhancing quality capabilities through technology, and establishing a comprehensive performance indicator system [5]. - The establishment of pilot bases is crucial for transforming laboratory results into mass production technologies, requiring streamlined approval processes and robust safety management [6]. Group 4: Future Outlook - The cultivation of specialized and innovative enterprises should be viewed as a strategic initiative, emphasizing the importance of clear and coherent application materials that highlight enterprise strengths [6]. - The journey towards specialization and innovation is seen as a starting point for excellence, with a call for petrochemical enterprises to persistently innovate and create globally recognized "Made in China" brands [6].

"十四五"期间，我国石化行业数字化转型成效显著，但仍面临深层挑战。近日在天津举行的2025中国石 油和化工民营经济高质量发展大会——生产与科技服务业高端发展论坛上，专家指出，下一步，行业需 聚焦数据治理、系统融合和人才培育，联合院校、服务商等多方协同攻坚，在数字化转型的"深水区"中 走实走稳。 行业数字化转型提速安全效益实现"双赢" 此外，人才结构失衡成为制约企业深度转型的普遍瓶颈。段卫华直言："从企业的角度出发，现在需要 的是既具有行业知识又懂编程和数字化的人才。这类人才可以说是少之又少。" 而在生产一线，数智技术的应用带来了更多实实在在的好处。天津渤海化学（600800）股份有限公司副 总经理俞增亮表示，"十四五"期间，智能工厂核心系统已在公司全面落地，实现了安全风险的层级管 控，违章行为识别准确率超过92%，隐患闭环率达到98%。 彩客化学集团有限公司党委书记、副总裁段卫华也提供了一组数字：彩客集团子公司山东彩客新材料公 司重点打造了先进过程控制、智能仓储等8个智能制造场景，被评为山东省数字化车间，实现生产效率 提升27%，能源利用率提高38%，产品不良品率降低11.34%。 "这些数据充分印证了石化企 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 《报告》同时提醒，石化行业民营经济高质量发展也面临全新国际市场环境和技术环境的风险挑战。一 方面，近年来逆全球化趋势抬头；另一方面，新一轮科技革命和产业变革交织演进，数字智能技术的加 速发展在一定程度上对传统石化民营企业的生产运营造成冲击。 对此，《报告》提出，在战略引领方面，石化民营企业应把握战略机遇，坚定发展信心，聚焦核心能力 提升，以高质量发展应对风险挑战，以国际视野谋划未来；在政策依托方面，石化民营企业应借政策东 风，主动融入国家现代化产业体系，强化基础研究投入，突破关键核心技术，培育新质生产力；在路径 选择方面，石化民营企业要坚持反内卷与绿色转型双轮驱动，突破内卷困局，转向价值竞争，同时践行 绿色理念，聚焦节能减碳。（刘丽丽） 12月1日消息，在由中国石油和化学工业联合会（简称中国石化联）主办的2025中国石油和化工民营经 济高质量发展大会（CPCPEC）上，中国石化联党委书记、会长李云鹏指出，"十四五"既是我国石油和 化学工业发生历史性变化的重要时期，也是石化民营经济在创新中不断发展壮大的重要时期，还是推进 全行业大中小企业 ...

Core Insights - The petrochemical industry is facing intensified homogenization competition, with many companies struggling at the brink of profitability, necessitating a shift from low-price competition to a focus on optimization, upgrading, innovation, and integration [1][2] Group 1: Optimization - The industry must tighten ineffective supply and focus on layout efficiency by shutting down outdated, high-energy-consuming capacities to address supply-demand imbalances [1] - Learning from integrated refining and chemical models and industrial cluster layouts can help promote the agglomeration of upstream and downstream enterprises, ensuring that capacity aligns with market demand [1] Group 2: Upgrading - Companies should focus on creating differentiated advantages by targeting high-value new material sectors such as semiconductor materials and specialty engineering plastics to seize future market opportunities [2] - Transitioning from a "product-heavy, service-light" model to a combination of customized production and door-to-door delivery services can help build competitive barriers beyond mere price competition [2] Group 3: Innovation - Increased R&D investment is essential to overcome key challenges in green technologies such as green hydrogen alternatives and bio-based chemicals, which can lower marginal production costs [2] - Leveraging artificial intelligence to optimize industrial control parameters and accelerate new material development can meet the specific needs of emerging fields like humanoid robots and data centers [2] Group 4: Integration - Supporting leading enterprises in merging with homogenized companies can facilitate resource sharing, technological complementarity, and talent exchange [2] - Encouraging government departments or industry leaders to form industrial alliances can enhance cooperation across the supply chain and shift the industry from isolated competition to collaborative synergy [2] Conclusion - The implementation of the "optimization, upgrading, innovation, integration" strategy may help the petrochemical industry move away from the "red ocean" of homogenized competition towards a "blue ocean" characterized by quality, technology, and ecological focus, thus ensuring sustainable and healthy development [2]

Core Insights - The petroleum and chemical industry is actively promoting energy conservation and water-saving technologies, achieving significant results in energy efficiency and low-carbon development since the start of the 14th Five-Year Plan [2][3] Group 1: Energy Efficiency - The industry has steadily improved energy efficiency levels, focusing on technological upgrades and optimizing key installations [3] - The "Energy Efficiency Leader" program has expanded its coverage from 10 key products in 2011 to 24 currently, serving as a benchmark for energy efficiency [3] Group 2: Water Conservation - The water consumption per unit of industrial added value has continuously decreased, with a notable increase in water resource reuse rates [3] - A number of enterprises have established tiered water resource utilization systems and promoted advanced technologies for water recycling, contributing to the industry's water-saving transformation [3] Group 3: Carbon Reduction - The industry is actively implementing national "dual carbon" policies and accelerating the transition to green and low-carbon practices [3] - The energy conservation and water-saving standards system is being continuously improved, with 37 key product energy consumption limits and various water-saving standards being established [3] Group 4: Best Practices and Standards - Companies such as Yunnan Tianan Chemical and Xinjiang Zhongtai Mining have shared their innovative practices in energy conservation and green manufacturing [4] - Experts from various associations provided detailed interpretations of mandatory national standards for energy consumption limits in sectors like fertilizers and refining, aiding companies in compliance and benchmarking [4]