1月1日，欧盟碳边境调节机制(CBAM)正式结束过渡期，迈入强制征收阶段。对于正处于转型升级攻坚 期的中国石油和化工行业而言，这不仅是关税"大棒"落地，更是一场关乎生存逻辑与发展路径的深刻大 考。面对这场"碳"考，我们既要看到化肥、氢能等细分领域面临的短期阵痛，更要洞察其背后倒逼产业 绿色革命的深层逻辑，学会在危机中育新机，于变局中开新局。 首先，直面"默认值"陷阱，化肥行业应建立符合国标的MRV(监测、报告、核查)体系。在CBAM的规则 体系下，数据不仅是数字，更是"真金白银"的付出。对于身为传统煤化工的中国化肥行业来说，欧盟设 定的"默认排放值"犹如一把高悬的达摩克利斯之剑。 数据显示，中国尿素产品被设定了2.85吨CO2/吨的默认排放值，几乎是阿尔及利亚等天然气制氨大国的 两倍；无水氨的默认值更是高达4.36吨CO2/吨。若化肥企业无法提供经核实的实际排放数据，被迫适用 该"默认值"，无异于被开出"高额罚单"，将直接丧失国际市场的价格话语权。这就要求化肥企业必须 从"粗放式管理"转向"精细化核算"，当务之急是建立符合国际标准的MRV体系，用真实、准确的数据 去"对冲"不合理的默认值。这不仅是合规的需要， ...

天眼查App显示，近日，苏州修江橡塑制品有限公司成立，法定代表人为晏根深，注册资本100万人民 币，经营范围为一般项目：橡胶制品制造；橡胶制品销售；塑料制品制造；塑料制品销售；塑料包装箱 及容器制造；工程塑料及合成树脂销售；模具制造；模具销售；合成材料销售；工业设计服务；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；五金产品批发；金属制品销售（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The "14th Five-Year Plan" period is a critical stage for China's synthetic resin industry, transitioning from scale expansion to quality improvement and from technology following to independent leadership [1] Group 1: Industry Growth and Capacity - The synthetic resin industry achieved historic breakthroughs during the "14th Five-Year Plan," reversing the reliance on imports, with domestic production and consumption expected to reach 127 million tons and 137 million tons respectively in 2024, marking increases of 7.4% and 5.2% year-on-year [2] - The self-sufficiency rate of synthetic resins improved from 73% in 2020 to 90% in 2024, with many previously imported varieties now produced domestically [2] Group 2: Product Structure Optimization - The industry has developed a collaborative growth pattern of "general + engineering + specialty" resins, with general resin capacity reaching 122 million tons in 2024, accounting for 80% of total capacity [3] - Engineering plastics production is globally leading, with polycarbonate (PC) production increasing from 610,000 tons in 2015 to 3.81 million tons in 2024, and nylon 66 rising from 275,000 tons to 1.261 million tons in the same period [3] Group 3: Technological Advancements - Significant breakthroughs in core technology and equipment have been achieved, with major ethylene and aromatic production technologies now largely autonomous, and coal-to-olefins (MTO) technology leading globally [4] - The competitiveness of equipment exports has been highlighted, with companies exporting to over 130 countries and regions [4] Group 4: Circular Economy and Sustainability - The synthetic resin industry has established a closed-loop ecosystem covering the entire lifecycle from synthesis to recycling, integrating deeply into national strategic emerging industries [5][6] - Breakthroughs in physical recycling and chemical recovery technologies are expected to increase the plastic recycling rate to over 30% by 2025 [6] Group 5: Internationalization and Regional Development - The industry is actively integrating into a "dual circulation" pattern, with synthetic resin exports projected to exceed 17 million tons in 2024, expanding markets beyond Asia and Europe to the Middle East, Africa, and South America [7] - Regional clusters have formed in China, with five provinces accounting for nearly half of the national production, leveraging local resources to build a closed-loop industrial chain [7]

Group 1 - Shanghai Xinman Sheng Plastic Chemical Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Chen Wanfeng [1] - The business scope includes sales of plastic products, engineering plastics, synthetic resins, rubber products, and chemical products (excluding licensed chemical products) [1] Group 2 - The company is also involved in the sales of new organic active materials and high-quality synthetic rubber [1] - It engages in import and export activities, including technology import and export, as well as import and export agency services [1] - The company operates independently based on its business license, except for projects that require approval by law [1]

Core Viewpoint - Dongguan Kechuangsheng Technology Co., Ltd. has been established with a registered capital of 300,000 RMB, focusing on new material technology development and various related services [1] Company Summary - The company is engaged in the research and development of new material technology [1] - It offers a range of technical services including consulting, development, and transfer [1] - The manufacturing and sales of plastic products, engineering plastics, synthetic resins, and rubber products are part of its operational scope [1] - The company is also involved in the wholesale of electronic components and domestic trade agency services [1] Industry Summary - The establishment of the company indicates a growing interest in new materials and technology within the industry [1] - The diverse range of services and products suggests a strategic positioning to capture various market segments [1] - The focus on technology transfer and promotion highlights the industry's trend towards innovation and collaboration [1]

Core Insights - A new company, Changsha Annuo Plastic Materials Co., Ltd., has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Dong Xinying [1] Company Overview - The company is engaged in the manufacturing of plastic products, engineering plastics, synthetic resins, and synthetic materials (excluding hazardous chemicals) [1] - It also involves the sales of plastic products, engineering plastics, synthetic resins, synthetic materials, construction materials, metal products, and metal materials [1] - The company is permitted to conduct activities that are not prohibited or restricted by laws and regulations [1]

Core Viewpoint - The company, Shandong Dawn Polymer Materials Co., Ltd., has announced changes in the business scope and address of its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., which have been officially registered and documented [1][2]. Group 1: Business Scope Changes - The previous business scope included research, development, production, and sales of various plastic and chemical materials, as well as import and export activities, with specific exclusions for hazardous chemicals and food-related products [1]. - The new business scope expands to include general projects such as new material technology R&D, manufacturing and sales of engineering plastics and synthetic resins, high-performance fibers, and composite materials, as well as recycling and technical services [2]. - The company is now also authorized to engage in the sale of specialized chemical products and has included the operation of hazardous chemicals as a licensed project, subject to regulatory approval [2]. Group 2: Address Change - The address of Qingdao Haier New Materials R&D Co., Ltd. has been updated to No. 3 Haier Road, Jiulong Street, Jiaozhou, Shandong Province [2]. - Other registration details of the business license remain unchanged despite the modifications in business scope and address [2].

每经AI快讯，康达新材（SZ 002669，收盘价：13.99元）发布公告称，2025年11月21日15:30—16:00， 康达新材接受东方财富证券等投资者调研，公司副总经理、董事会秘书沈一涛参与接待，并回答了投资 者提出的问题。 （记者 王瀚黎） 每经头条（nbdtoutiao）——"抛售日本"？GDP负增长，股市跳水，国债被抛，日元贬值！高市早苗"亡 命一搏"："灌水"21万亿！专家：恐赴"特拉斯风暴"后尘 2025年1至6月份，康达新材的营业收入构成为：胶粘剂行业占比87.98%，电子产品业务占比4.43%，合 成树脂占比2.98%，其他业务占比2.16%，LTCC材料占比1.97%。 ...

Core Viewpoint - Shenzhen Jingwei New Materials Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various new material technologies and products [1] Company Overview - The legal representative of the company is Feng Lei [1] - The registered capital is 1 million RMB [1] Business Scope - The company engages in research and development of new material technologies and biochemicals [1] - It is involved in the sales and manufacturing of synthetic materials, engineering plastics, coatings, and various plastic products [1] - The company also focuses on the production and sales of eco-friendly materials, electronic materials, and technical glass products [1] - Additional activities include technology services, consulting, and import-export operations [1]

Core Insights - Huai'an Xinli Rubber and Plastic Products Co., Ltd. has been established with a registered capital of 300,000 RMB [1] - The legal representative of the company is Zhang Jinming [1] - The business scope includes manufacturing and sales of plastic products, engineering plastics, synthetic resins, and related technical services [1] Company Overview - The company is involved in the manufacturing of plastic products and synthetic materials, excluding hazardous chemicals [1] - It also offers technical services, development, consulting, and promotion related to its business activities [1]