再次，贯通"产销研用"转化通道。科技创新的最终价值在于创造市场需求与促进产业增长。企业要聚焦 市场需求高效转化科技成果，将技术优势转化为产品优势和产业优势，开辟价值创造的"新蓝海"。吉林 石化坚持以市场为导向，畅通"产销研用"一体化通道。在内部，其自有技术不仅在主体装置升级中广泛 应用，更成功输出至广东揭阳的ABS新基地，近30个高性能ABS及乙丙橡胶新牌号被快速开发并推向市 场。在外部，其与下游龙头企业共建"协同创新中心"，将客户需求深度前置融入研发，从传统供应商转 变为"创新合伙人"，驱动新材料产品产量实现数倍增长。 作者：吉林石化仓储中心 王慧乾 其次，攻坚关键核心技术。行业陷入"内卷"的根源在于技术雷同。因此，企业要结合自身实际，聚焦产 业链痛点与"卡脖子"环节，进行精准、差异化的核心技术攻关，将科技资源转化为难以复制的市场竞争 优势。吉林石化将研发力量精准投向合成树脂和合成橡胶两大领域。在合成树脂领域着力打造ABS原创 技术策源地，研发的"无调浆凝聚工艺技术"解决了行业共性难题，产品成本显著下降;在合成橡胶领域 自主开发的新型钒系催化剂帮助高性能乙丙橡胶产品叩开高端汽车市场的大门，极大提升了企业竞争 ...

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]

Group 1 - The core project of the Yanchang Petroleum Group is the Carbonyl New Materials Project, with a total investment of 5.321 billion yuan, focusing on the production of high-value-added products such as alcohols, aldehydes, and esters through the carbonylation of ethylene, propylene, and butylene [3] - The project will be implemented in three phases, with the first phase expected to produce qualified products from a 25,000 tons/year ethylene-propylene rubber line and complete two projects: a 50,000 tons/year MTBE unit and an ACO technology transformation by the end of 2026 [3] - The second phase will include a 50,000 tons/year ethylene-propylene rubber unit and a 100,000 tons/year MMA-PMMA integrated project, while the third phase will focus on the production of butyl methacrylate and its copolymers, 20,000 tons/year POM, and 10,000 tons/year tert-butylamine [3] Group 2 - Yanan Energy Chemical Company, a wholly-owned subsidiary of Yanchang Petroleum Group, is responsible for the construction and operation of the Yanan coal-oil-gas resource comprehensive utilization project, which began commercial operations in July 2020 [4] - The project includes eight main units with capacities of 1.8 million tons/year methanol, 600,000 tons/year methanol deep processing, 400,000 tons/year light oil processing, 420,000 tons/year polyethylene, 300,000 tons/year polypropylene, 200,000 tons/year butanol, 80,000 tons/year 2-PH, and 25,000 tons/year ethylene-propylene rubber [4] - The light oil processing unit is the first of its kind in China, the butanol/2-PH co-production unit is the first in the world, and the ethylene-propylene rubber unit is the world's first to use the solution polymerization technology from Italy's FasTech [4]

Core Viewpoint - The global ethylene-propylene rubber (EPR) industry is experiencing rapid growth due to advancements in production technology and increasing market demand, with a total production capacity of approximately 2 million tons per year by the end of 2024 [1][2]. Group 1: Industry Overview - The global EPR production capacity is projected to reach around 2 million tons per year by the end of 2024, with China's capacity stable at 395,000 tons [1]. - In 2024, China's EPR production is expected to be 309,400 tons, reflecting a year-on-year growth of 7.5%, while apparent consumption is projected at 443,300 tons, up 10.5% [1][12]. - The domestic EPR market is shifting focus from capacity expansion to optimizing production processes to enhance product quality and operational efficiency [1][12]. Group 2: Import and Export Trends - China's EPR import volume is expected to reach 168,400 tons by 2024, marking a year-on-year increase of 9.1%, while export volume is projected at 34,500 tons, up 3.6% [1][12]. Group 3: Market Size and Pricing - The market size of China's EPR industry is anticipated to be 10.912 billion yuan in 2024, with an average price of approximately 24,614 yuan per ton [2][14]. Group 4: Production Technology - The main production methods for EPR include solution polymerization, suspension polymerization, and gas-phase polymerization, with solution polymerization accounting for about 80% of global production capacity [6][7]. Group 5: Industry Chain Analysis - The upstream of the EPR industry includes key raw materials such as ethylene, propylene, catalysts, and solvents, while the downstream applications span automotive, construction, and electrical industries [8][10]. Group 6: Competitive Landscape - The domestic EPR market is characterized by five major producers, maintaining a stable total capacity of 395,000 tons per year, with significant price control capabilities [17][18].

Group 1 - The core viewpoint is that China National Petroleum Corporation (CNPC) is focusing on developing five new material bases, with key projects like high-end polyolefin new materials advancing the high-end chemical materials industry, widely applied in aerospace, automotive, and photovoltaic sectors [1] - In 2024, the production of chemical new materials in China is expected to grow by 49.3% year-on-year, resulting in the emergence of major products such as ABS and ethylene-propylene rubber, while products like paraffin and low-sulfur petroleum coke maintain the largest market share domestically [1] - The company has established a new materials research institute, achieving breakthroughs in key technologies such as metallocene polyethylene catalysts and nylon 66 synthesis, supporting the transformation and upgrading of the refining and chemical materials industry [1] Group 2 - Despite uncertainties in geopolitical conditions, the medium to long-term supply-demand pattern for crude oil remains favorable, and the chemical sector is expected to benefit from macroeconomic recovery, leading to improved demand for chemicals [1] - The oil ETF (561360) tracks the oil and gas industry index (H30198), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in oil and gas exploration, extraction, refining, and sales to reflect the overall performance of the oil and gas industry [1]

Core Viewpoint - The article highlights the significant advancements in the petrochemical industry in Guangxi, particularly the completion of the integrated refining and chemical project, which aims to transform the region's petrochemical landscape and meet market demands for high-end chemical materials [2]. Group 1: Project Completion and Impact - The Guangxi petrochemical integrated refining and chemical project has been completed with a total investment of 30.5 billion yuan, including the construction of a 1.2 million tons/year ethylene cracking unit and 14 other chemical facilities [2]. - The project marks a transition from a "fuel-type" refinery to a "chemical products and organic materials-type" refinery, filling the gap in high-end chemical new materials in the region [2]. Group 2: New Materials Development - Since 2021, the company has been advancing its new materials sector by establishing dedicated research institutes and elevating new materials to a core business alongside refining and basic chemicals [3]. - In 2024, the company achieved significant breakthroughs in new materials, including the development of metallocene polyethylene catalysts and nylon 66 synthesis [3]. Group 3: Production Growth - In 2024, the production of new chemical materials reached 2.045 million tons, a 49.3% increase from 1.37 million tons in the previous year, marking three consecutive years of substantial growth [4]. - The company has established itself as a leader in various product categories, including being the world's largest producer of paraffin and holding a 53% market share in low-sulfur petroleum coke in China [4]. Group 4: New Material Bases and Capacity Expansion - The company is developing five major new material bases, including projects in Dushanzi, Lanzhou, Jilin, Liaoyang, and Blue Ocean, with a focus on high-end chemical new materials [5]. - The Blue Ocean high-end polyolefin new materials project has a total investment of 10.1 billion yuan and will produce various products applicable in aerospace, healthcare, automotive, photovoltaic, and high-end packaging [5].

Core Viewpoint - Jilin Petrochemical has successfully developed a domestic catalyst for ethylene-propylene rubber, breaking the reliance on imported catalysts and entering high-end markets, marking a significant step towards becoming a leader in the industry [1][2][6]. Group 1: Market Opportunities and Strategic Layout - In recent years, Jilin Petrochemical has seen steady growth in production and market share as the only domestic company capable of producing both binary and ternary ethylene-propylene rubber [2]. - The company identified its over-reliance on imported catalysts as a major limitation to its high-quality development and initiated a project to develop domestic catalysts in collaboration with research institutions [2][3]. Group 2: From Laboratory to Production Line - The project to develop a domestic catalyst involved extensive collaboration with Qingdao University of Science and Technology, leading to the successful identification of a catalyst suitable for industrial trials [3]. - Over three years, the team addressed 56 key issues related to the catalyst's performance and developed 102 risk mitigation measures, culminating in a viable industrial production trial plan [3]. Group 3: Breakthroughs in Production - On April 19, 2024, the new domestic vanadium catalyst was successfully tested in industrial production, yielding over 50 tons of qualified product, making Jilin Petrochemical the first company in China to produce ternary ethylene-propylene rubber using a domestic catalyst [4]. - A second industrial trial in February 2025 further improved product quality, demonstrating the effectiveness of the new catalyst [4]. Group 4: Market Penetration - Following the successful trials, Jilin Petrochemical engaged with eight leading manufacturers in the automotive sealing and sponge strip sectors to promote its new products [5]. - After thorough demonstrations and trials, a leading automotive sealing manufacturer agreed to purchase Jilin Petrochemical's J-6095 product, highlighting the shift in market dynamics previously dominated by foreign products [5]. Group 5: Industry Impact - The successful conversion of the domestic catalyst research results not only reshapes the ethylene-propylene rubber industry chain but also reflects the strong confidence and capability of state-owned enterprises in achieving technological self-reliance [6].

Core Viewpoint - Jilin Petrochemical has successfully developed a domestic catalyst for ethylene-propylene rubber, breaking the reliance on imported products and achieving significant market penetration with competitive pricing [1][2][5] Group 1: Product Development and Innovation - The new product's performance is on par with imported alternatives, leading to initial purchase agreements from downstream customers [1] - The company has overcome the challenge of relying on imported catalysts by collaborating with local research institutions to develop domestic alternatives [2][3] - A new vanadium catalyst for ethylene-propylene rubber production was successfully tested, marking Jilin Petrochemical as the first domestic company to utilize such a catalyst [3][4] Group 2: Market Strategy and Customer Engagement - Following the technical breakthrough, the company actively engaged with leading manufacturers in the automotive sponge and sealing strip sectors to promote the new product [4][5] - Data-driven presentations highlighted the new product's comparable performance metrics to imported products, successfully convincing multiple companies to trial the product [4][5] - The successful adoption of the new product by a leading automotive sealing strip manufacturer signifies a shift in the market dynamics, previously dominated by foreign products [5] Group 3: Industry Impact and Future Prospects - The successful localization of the catalyst not only reshapes the industry landscape but also demonstrates the commitment of state-owned enterprises to technological self-reliance [5] - The ongoing transformation of scientific achievements into productive capabilities is expected to drive high-quality development for the company [5]

Core Viewpoint - The launch of the international freight train from Shenyang to Moscow marks a significant advancement in the logistics capabilities of Liaoning province, enhancing its role in international trade and connectivity with Russia [1][2]. Group 1: Logistics Development - The first international freight train, carrying 150 tons of domestic ethylene-propylene rubber, signifies the establishment of a new transportation channel that is "safe, green, fast, efficient, and economical" [1]. - The opening of the train service is a crucial step in deepening Liaoning's openness to the outside world and serves national strategic interests [1][2]. - The international freight train service complements the existing TIR Shenyang consolidation center, marking a breakthrough in the "fourth logistics channel" [1]. Group 2: Infrastructure and Connectivity - The Shenyang production service-type national logistics hub has integrated with the national railway transportation management system (TMIS) and commenced domestic railway and "rail-sea intermodal" services in March [2]. - The international freight train service enhances the "road + rail" dual-channel logistics network, positioning the near-sea station as a core logistics hub in the Shenyang metropolitan area [2]. - The first train carried six containers, with goods collected and customs cleared at the Liaozhong Park of the Shenyang Comprehensive Bonded Zone before departing for Russia via the Manzhouli port [2].