7月18日，在省政府新闻办举行的"万千气象看四川·县域经济高质量发展"系列主题新闻发布会沿滩 专场上，记者注意到，"氟硅"一词被提及20余次，成为当天的关键词。 氟硅新材料广泛应用在航空航天、新能源汽车、半导体封装、医疗等领域。今年4月，赛迪顾问公 布中国氟硅化工产业园区10强，位于自贡市沿滩区的自贡川南新材料化工园区位列其中，这也是西南地 区唯一入选的园区。一个月前，自贡市第二季度氟硅新材料等重点项目签约活动举行，5个重点项目落 地沿滩区，总投资26.35亿元，包括高端含氟新材料、绿色液体生物质燃料等。 为何会选氟硅新材料赛道？发布会上，沿滩区副区长李钢道出其中考虑：在服务全国全省大局中找 坐标、在产业基础和资源禀赋中找结合、在产业风口和引领企业中找契机。 自贡全市范围探明岩盐储量超过170亿吨，地下黄卤、黑卤总量达17.5亿立方米以上，周边有丰富 的萤石资源，这让当地利用盐卤资源，"以氯换氟"发展氟硅产业有充足底气。"成渝地区没有专门的化 工园区来承接氟硅新材料产业布局，国家五部委明确支持自贡打造国家级氟材料产业基地，让我们选择 氟硅新材料产业有了政策支撑，又避免了同质化竞争。"李钢说，目前氟硅新材料产业 ...

目前，自贡全市范围探明岩盐储量超过170亿吨，地下黄卤、黑卤总量达17.5亿立方米以上，周边还有 丰富的萤石资源，这让当地利用盐卤资源，"以氯换氟"发展氟硅产业有了充足的底气。 "抓风口、聚龙头是后发地区弯道超车的有效一招。"李钢分析，当前，氟硅产业已成为化工行业中发展 最快、最具高新技术和最优前景的行业之一。作为化工行业龙头的中国中化集团在沿滩集中布局氟硅产 业基地，对产业链快速形成起到了引领作用。据他透露，经过这几年持之以恒的努力，中昊晨光、中化 蓝天、四川红华等一批龙头企业入驻沿滩。沿滩区氟硅新材料产业整体呈现出聚链成群、集群成势的积 极变化，"相信未来，我们在这条赛道上会走得更稳、更好!" 今年4月14日，赛迪顾问公布了中国氟硅化工产业园区十强，自贡川南新材料化工园区位列其中，这也 是西南地区唯一入选的园区。今天，记者从"万千气象看四川·县域经济高质量发展"系列主题新闻发布 会沿滩专场获悉，近年来，自贡市沿滩区选准、走实"氟硅新材料"这条新赛道，在服务全国全省大局中 找坐标、在产业基础和资源禀赋中找结合、在产业风口和引领企业中找契机，最终凭借氟硅新材料产业 在全国产业版图上占据一席之地。 "新中国成立 ...

Group 1 - The core viewpoint is that the chemical industry is expected to see a recovery in profitability driven by policy support, particularly in upstream sectors closely related to domestic demand [1][2] - The report highlights specific sectors such as polyurethane, coal chemical, petrochemical, and fluorochemical as key areas for potential profit recovery [1][2] - The focus on new materials as a primary development direction for China's chemical industry includes high-value products like robot materials, AI & semiconductor materials, bio-aviation fuel, OLED materials, and COC materials [1][3] Group 2 - The expectation of domestic demand recovery is supported by recent policy measures aimed at revitalizing the economy, with a focus on the chemical industry's upstream sectors [2] - Key companies to watch include Wanhua Chemical (600309), Baofeng Energy (600989), and others in the coal chemical and petrochemical sectors, which are expected to benefit from infrastructure projects in regions like Xinjiang and Tibet [2] - The emphasis on developing new materials is driven by emerging demands from humanoid robots and AI applications, as well as ongoing domestic substitution efforts in the semiconductor field [3] Group 3 - High-quality companies with strong shareholder returns are expected to undergo a revaluation, including major state-owned enterprises in the oil and gas sector and firms in the compound fertilizer and amino acid industries [4] - The report suggests that many sub-sectors within the chemical industry are at a point where they can enhance shareholder returns to reshape investment value [4]

Core Insights - The article highlights the ranking of the top 10 fluorosilicon chemical industrial parks in China, with Quzhou Intelligent Manufacturing New City High-tech Zone taking the first place [1] - Quzhou Intelligent Manufacturing New City is recognized as a key hub for the fluorosilicon new materials industry, featuring a complete industrial chain from fluorite resource development to high-end fluorosilicon products [1][2] - The park is home to 78 fluorosilicon new materials enterprises, with an expected annual output value of 68.04 billion yuan in 2024, forming a modern industrial cluster with international competitiveness [2][3] Industrial Overview - The fluorosilicon chemical industry is characterized by high-performance new materials centered around fluorine and silicon, encompassing fluorochemical and organic silicon sectors [3] - The industry relies on upstream resources such as fluorite and silicon ore, with midstream production of fluoropolymers and organic silicon monomers, and downstream applications in renewable energy, electronics, high-end manufacturing, and medical consumption [3] - Quzhou Intelligent Manufacturing New City has established a full-cycle innovation ecosystem, integrating basic research, pilot transformation, and industrial application, supported by high-level platforms and research institutions [2][3]