近年来，常州已崛起为中国重要的新能源汽车之城，汇聚了理想汽车、比亚迪、宁德时代等众多整 车制造和核心供应链企业。不仅如此，常州地处长三角中心地带，交通网络发达。这不仅便于服务长三 角这一中国最大的汽车产业集群，也能通过便捷的物流辐射全国乃至全球市场。正是由于三元乙丙、丁 腈及氢化丁腈橡胶在汽车领域有着广泛应用，将工厂直接建在核心客户"家门口"，才能极大地缩短供应 链半径，提升响应速度。这也正是阿朗新科"Local for Local"（立足本地、服务本地）战略的核心要 义。 此次新工厂的投产更将助力阿朗新科为客户提供系统性解决方案。阿朗新科亚洲技术总监程宝家表 示，汽车领域对橡胶制品的要求极高，且标准正趋于全球统一。阿朗新科的橡胶产品历经迭代，通过优 化催化剂和分子结构控制，并结合客户关于炼胶设备和加工设备的反馈，能为客户提供稳定、一致的产 品质量，例如在乙丙橡胶的门尼粘度指标控制上，阿朗新科的产品拥有更小的波动和更高的批次稳定 性，这为汽车领域客户后续生产提供了更好基础。未来，阿朗新科将研发生产更高分子量且性能更好的 产品，并实现不同产品间的相互配合，形成良性循环，助力多领域客户发展。 阿朗新科中国董事总经 ...

2月4日，高性能弹性体制造商阿朗新科宣布，其位于中国常州的全新Therban®氢化丁腈橡胶（HNBR）工厂正式开业。该工厂的投运将 拓展阿朗新科在氢化丁腈橡胶领域产能布局，并将进一步增强阿朗新科为中国乃至亚太地区客户提供可靠、高质量的弹性体解决方案的综合 能力，同时帮助满足新能源、新机动化及其他工业应用等战略领域对先进合成橡胶产品日益增长的需求。 开业仪式现场 仪式现场，阿朗新科股东委员会主席、沙特阿美石油公司液体化学品部门高级副总裁费萨尔·穆罕默德·阿尔·法基尔（Dr. Faisal Mohammed Al Faqeer），以及阿朗新科首席执行官尚博林（Stephan van Santbrink）出席本次活动。阿朗新科股东委员会代表、阿朗新科全球 及中国管理团队成员、客户及合作伙伴、常州本地政府领导及社区代表应邀参加。 全新工厂是一座业内先进的生产设施，设计年产能约5000吨，用于生产高性能Therban®氢化丁腈橡胶产品，可广泛应用于在极端工况下 对耐久性和可靠性具有高要求的应用场景，包括汽车零部件、石油和天然气系统、工业设备、航空航天、下一代新机动化电池等。 新工厂坐落于阿朗新科常州生产基地，与三元乙丙 ...

Core Viewpoint - In 2025, Jilin Petrochemical emphasizes technological innovation as a core element of its development strategy, achieving significant results in scientific research and product development, thereby enhancing its self-reliance in high-level technology [1][2][3] Group 1: Research and Development Achievements - Jilin Petrochemical established a comprehensive research system linking strategic guidance, scientific research breakthroughs, and results transformation, completing 51 technology projects and achieving 12 successful transformations in 2025 [1] - The company reported a total economic benefit of over 60 million yuan and direct revenue exceeding 46 million yuan, creating a virtuous cycle of "research empowering production and production feeding back into research" [1] Group 2: Key Technological Breakthroughs - The successful development of large-tow carbon fiber production technology fills a domestic technological gap, while breakthroughs in ethylene-propylene rubber were achieved through collaboration with domestic universities, overcoming 56 key technical challenges [2] - The stable operation of the second industrialization test for ENB-containing ethylene-propylene rubber products demonstrated the effectiveness of domestically produced catalysts, expanding product application areas and addressing high-quality development constraints in the industry [2] Group 3: Product Upgrades and Market Positioning - Jilin Petrochemical focused on high-end product development in key areas such as ABS, synthetic rubber, and polyolefins, achieving significant advancements in product quality, with the 0215H product passing RTI certification and large-diameter polyethylene pipe materials receiving national PE100 grade certification [3] - The commissioning of a new 400,000-ton/year high-density polyethylene facility enabled the successful development of new product grades, enhancing the product matrix and extending the value chain [3] Group 4: Innovation Mechanisms and Ecosystem - The continuous emergence of major technological innovations is supported by a robust institutional mechanism, addressing common challenges such as insufficient innovation motivation and low collaborative efficiency [3] - Jilin Petrochemical formed innovation alliances with universities and research institutes, implemented research management mechanisms like "ranking and leading," and improved result transformation mechanisms to accelerate the transition of laboratory technologies to production lines and markets [3]

Core Viewpoint - Since the "14th Five-Year Plan," China National Petroleum Corporation (CNPC) has accelerated the construction of a "refining and chemical materials" industry structure, implementing the "New Materials Acceleration Project" to enhance capacity release and new product development, achieving a continuous 50% growth in new materials production over four years, thus facilitating a rapid transformation [1] Group 1: Industry Structure and Strategy - CNPC has been addressing the structural contradictions of "low-end surplus and high-end shortage" in the chemical industry, intensifying competition and focusing on product innovation and technological breakthroughs [1][2] - The company has established a new materials division, elevating the development of new materials to a status equal to refining and basic chemicals, thereby optimizing its organizational structure and enhancing innovation capabilities [2] Group 2: Capacity and Production Growth - CNPC has set up several new materials bases across the country, including in Dongshanzi, Lanzhou, Jilin, and Liaohe, creating a capacity layout that covers both eastern and western regions [2] - The company has successfully launched key projects, such as the transformation upgrades at Jilin and Guangxi Petrochemical, and is steadily advancing high-end polyolefin and ethylene projects [2] Group 3: Product Development and Market Position - During the "14th Five-Year Plan," CNPC has significantly expanded its product development matrix, with the number of new product grades increasing by 83% compared to the end of the "13th Five-Year Plan" [3] - The company has made breakthroughs in high-performance, high-value new materials, achieving self-sufficiency in critical material supply chains, with products like carboxylated nitrile rubber and PETG copolyester being developed domestically [4]

Core Viewpoint - The article discusses the upcoming 2026 Future Industry New Materials Expo, focusing on the demand for lightweight, high-strength, and sustainable materials across various industries such as robotics, automotive, drones, data centers, aerospace, AI, and new energy sources [1][5]. Summary by Sections Anti-Dumping Measures - The Ministry of Commerce announced a review of anti-dumping measures on imports of ethylene-propylene rubber from the US, South Korea, and the EU, effective from December 20, 2025 [1]. - During the review period from July 1, 2024, to June 30, 2025, the same anti-dumping tax rates will continue to apply as per the 2020 announcement [2]. Anti-Dumping Tax Rates - The anti-dumping tax rates for various companies are as follows: - US companies: 222.0% for Dow Chemical, 214.9% for ExxonMobil, and 219.8% for both Arlanxeo US and other US companies [3]. - South Korean companies: 12.5% for Kumho Polychem, 21.1% for Lotte Chemical, and 24.5% for other South Korean companies [3]. - EU companies: 18.1% for Arlanxeo Netherlands, 14.7% for ExxonMobil Chemical France, and 31.7% for other EU companies [3]. Exhibition Details - The expo will feature six major exhibition areas, including a focus on lightweight, high-strength, and sustainable materials, highlighting innovations in carbon fiber, polymers, and modified plastics [1][4]. - Over 800 enterprises are expected to participate, showcasing advancements in new materials and technologies [5]. Industry Focus Areas - Key areas of focus at the expo include: - Robotics, smart vehicles, AI consumer electronics - Low-altitude aircraft, aerospace, deep-sea technology, rail transportation components - Quantum technology, 6G, brain-computer interfaces, computing power center server components - New energy equipment components, high-performance fibers and composite materials, and low-carbon sustainable materials [6].

Core Viewpoint - The Ministry of Commerce announced an anti-dumping investigation on imports of ethylene propylene diene monomer (EPDM) rubber from the United States, South Korea, and the European Union, indicating ongoing scrutiny of trade practices in these regions [1] Group 1 - The Ministry of Commerce has initiated a final review investigation of anti-dumping measures applicable to EPDM rubber imports from the U.S., South Korea, and the EU [1] - During the investigation period, the State Council Tariff Commission will continue to impose anti-dumping duties based on the scope and rates published in the Ministry of Commerce's Announcement No. 60 of 2020 [1] - The anti-dumping measures on EPDM rubber imports from the UK will expire on December 20, 2025 [1] Group 2 - The review will assess whether terminating the anti-dumping measures on imports from the U.S., South Korea, and the EU could lead to continued or renewed dumping and injury [1] - Interested parties have 20 days from the announcement date to register with the Ministry of Commerce's Trade Relief Investigation Bureau to participate in the final review investigation [1]

Core Viewpoint - The Ministry of Commerce has initiated a final review investigation on anti-dumping measures applicable to imported ethylene-propylene rubber from the US, South Korea, and the EU, while continuing to impose anti-dumping duties during the review period [1][2] Group 1: Anti-Dumping Measures - The Ministry of Commerce announced that anti-dumping duties will continue to be levied on imported ethylene-propylene rubber from the US, South Korea, and the EU according to the tax rates specified in the 2020 announcement during the review period [1] - The anti-dumping tax rates established in December 2020 were 214.9% to 222.0% for US companies, 12.5% to 24.5% for South Korean companies, and 14.7% to 31.7% for EU companies, with a validity period of five years [2] Group 2: Review Investigation Details - The final review investigation will assess whether terminating the anti-dumping measures on imported ethylene-propylene rubber from the US, South Korea, and the EU could lead to continued or renewed dumping and damage [1] - Stakeholders have 20 days from the announcement date to register with the Ministry of Commerce's Trade Relief Investigation Bureau to participate in the final review investigation [1]

Core Insights - The recent anti-dumping review has been released, providing stability to the market supply and demand environment through macro policies [1] - In the next 3-5 years, domestic production of ethylene-propylene rubber is expected to increase by approximately 300,000 tons, primarily utilizing FASTECH solution polymerization technology [1] - Domestic demand continues to show upward momentum, with increasing demand from Southeast Asia and India, enhancing the expectation for domestic companies to expand internationally [1] - In the short term, market performance is stabilizing, with product prices gradually bottoming out [1]

Group 1 - The core point of the news is the announcement of new ethylene-propylene rubber production capacity, with a project to produce 50,000 tons annually being publicly evaluated for environmental impact [1][8] - The project is initiated by Guangxi Huayi Chlor-Alkali Chemical Co., Ltd., a subsidiary of Shanghai Chlor-Alkali Chemical Co., Ltd., and is located in the Qinzhou Port Petrochemical Industrial Park in the China (Guangxi) Pilot Free Trade Zone [1][2][8] - Ethylene-propylene rubber is a synthetic rubber widely used in various applications, including automotive parts, waterproof materials for construction, wire and cable sheathing, heat-resistant hoses, tapes, automotive seals, and lubricant additives [2][9] Group 2 - Another project for a 50,000 tons/year ethylene-propylene rubber facility is being proposed by Lihua Yi (Lijin) Engineering Plastics Co., Ltd., with a planned location in the Lihua Yi area of the Lijin Coastal New Area Chemical Industry Park [3][10] - The project will occupy an area of 68,024 square meters and will include the construction of a corresponding auxiliary engineering, storage and transportation facilities, and environmental protection projects [3][10] - Additionally, Inner Mongolia Keda New Materials Co., Ltd. is planning a project to produce 50,000 tons of ternary ethylene-propylene rubber and 50,000 tons of rare earth polybutadiene rubber, with a total investment of 111.016 million yuan [4][11]

Core Viewpoint - The Ministry of Commerce announced the continuation of anti-dumping duties on imported ethylene propylene diene monomer (EPDM) rubber from the United States, South Korea, and the European Union, with the measures set to expire for imports from the UK on December 20, 2025 [1] Group 1: Anti-Dumping Measures - The anti-dumping tax rates are set at 214.9%-222% for U.S. companies, 12.5%-24.5% for South Korean companies, and 14.7%-31.7% for EU companies [1] - The domestic supply structure for EPDM rubber has been restructured since the implementation of the anti-dumping policy in 2020, allowing current domestic and imported sources to meet downstream demand [1][7] Group 2: Industry Performance - The operating load rate of domestic EPDM rubber enterprises increased from 51.47% in 2020 to a projected 78.58% by 2025 [7] - The domestic EPDM rubber industry has seen significant growth in competitiveness over the past five years [8] Group 3: Import and Export Dynamics - In 2020, the main sources of EPDM rubber imports to China were the U.S. (52,900 tons), South Korea (42,500 tons), and the EU (19,400 tons), accounting for 61% of total imports [9] - By 2024, imports from Saudi Arabia, South Korea, and Japan are projected to be 66,700 tons, 65,300 tons, and 14,700 tons, respectively, making up 88% of total imports [12] Group 4: Production and Demand Trends - China's EPDM rubber production is expected to grow from 278,300 tons in 2021 to 326,300 tons in 2025, reflecting a 17.25% increase [13] - The automotive sector's consumption of EPDM rubber is projected to reach 223,000 tons by 2025, indicating a stable demand structure in downstream applications [13] Group 5: Future Outlook - The EPDM rubber industry is anticipated to shift from scale competition to performance customization, with technological innovation and global integration becoming core competitive advantages [14] - The continuation of anti-dumping duties is based on domestic companies' concerns about potential dumping from the U.S., South Korea, and the EU, which could harm the domestic industry [15]