作者：山东华鲁恒升（600426）集团有限公司副总工程师 任格勇 组织发挥骨干企业创新主体作用，攻克产业发展技术难题。建议由科技部牵头，国内骨干企业为主体， 发挥大企业自身原料资源、生产装置、产业链以及研发优势，加强关键核心技术攻关，深化基础研究、 先进分析检测技术研究和材料标准制修订工作，开展化工新材料产业化示范。此外，还要面向全球吸引 高端研发人才，依托科研院所、领军企业、重大项目平台深入实施领军人才"筑峰计划"，用好国外顶尖 人才引进"直通车"机制，强化创新人才团队引育，引领科技教育产业协同发展。 构建化工新材料产业创新生态政策体系和协同创新机制。建议由工信部牵头、中国石油和化学工业联合 会组织，制定化工新材料产业创新发展指导意见和实施措施，为加快化工新材料技术创新和成 （002001）果推广应用提供遵循，更好地指导骨干企业与高校、科研院所、下游加工应用企业开展合作 攻关。同时加快科技服务体系建设，强化创新成果产业供给，高水平建设几个区域科技大市场，集聚高 校院所、科技企业、服务机构等创新资源，打造科技服务龙头平台，推进重大成果产出、评价和运用转 化。 新材料既是推动我国传统产业升级和新兴产业发展的重要 ...

Group 1 - Shandong Province's Industry and Information Technology Department announced the list of recognized characteristic industrial clusters for 2025, with seven clusters related to the chemical industry chain demonstrating strong competitiveness in scale, technological innovation, green development, and industrial chain collaboration [1] - The seven recognized chemical industry clusters include: Dongying City HeKou District Fine Chemical New Materials, Longkou City High-end Chemical New Materials, Jining City Yanzhou District High-end Rubber Products, Jinxing County High-end Chemical, Pingyuan County High-efficiency Compound Fertilizer, Yanggu County Chemical New Materials, and Caoxian Rubber and Additives [1] Group 2 - Dongying City HeKou District focuses on fine chemicals and high polymer materials, covering the entire process from crude oil to high value-added new materials, while promoting green low-carbon transformation through the introduction of clean energy [1] - Longkou City's high-end chemical cluster, led by Yulong Petrochemical and Daon Group, emphasizes high value-added products such as modified plastics and brominated flame retardants, leveraging the Yulong Island refining and chemical integration project [1] - Jining City Yanzhou District's high-end rubber products cluster constructs a complete industrial chain through a "rubber + equipment + R&D" model and promotes intelligent transformation under the "Assisting Enterprises Climb" policy [2] - Jinxing County's high-end chemical cluster, based on coal chemical industry, develops high-tech industries such as fluorosilicon materials and biomedicine, with 76 enterprises and a "three-level review" mechanism to ensure project quality [2] - Pingyuan County's high-efficiency compound fertilizer cluster, led by Enbao Biological and Xinyi Pharmaceutical, aims to create a ten-million-ton compound fertilizer industry chain, with a domestic market share of 80% for seaweed acid functional fertilizers [2] - Yanggu County's chemical new materials cluster focuses on rubber additives and various piping products, continuously increasing market share [2] - Caoxian's rubber and additives cluster includes 17 enterprises, with a projected output value of 10.7 billion yuan in 2024 and 7,086 employees, featuring two national-level manufacturing champions and one specialized "little giant" enterprise [2]

Group 1: Company Overview and Strategy - The company leverages over 30 years of technological advantages in the oil equipment sector to provide comprehensive solutions for deep earth engineering, addressing high-pressure and high-temperature challenges in deep well exploration [2][3] - The company aims to expand its international market presence, particularly in regions along the "Belt and Road" initiative, enhancing its global competitiveness [4][10] Group 2: Financial Performance and Projections - In 2024, the company achieved overseas revenue of 161 million CNY, accounting for 21.91% of total revenue [9][10] - The company has no current plans for share repurchase or significant shareholder changes, focusing instead on maintaining market value and long-term investment [6][8] Group 3: Technological Advancements - The company is actively pursuing digital transformation and AI integration, with global oil service digital investment projected to reach 37 billion USD by 2025 [7] - The company has developed a digital strategy for AI smart well sites, transitioning from a core equipment provider to a comprehensive solution provider [7][12] Group 4: Market Challenges and Responses - The impact of the US-China trade war is minimal, as direct sales to the US accounted for less than 1% of total revenue [4] - The company is enhancing its local operations strategy to mitigate risks and improve market responsiveness in overseas markets [4] Group 5: Future Developments and Innovations - The company is focusing on hydrogen energy through its investment in Han Hydrogen Power, with applications in over 1,500 hydrogen fuel vehicles and 500 hydrogen-powered drones [11] - Plans for deep-sea equipment development are underway, with recent contracts for offshore oil fields and contributions to China's first deep-sea drilling vessel [20]

Group 1 - The petrochemical industry is referred to as the "mother of industries," significantly impacting various sectors from daily life to national defense and aerospace [1] - China's petrochemical enterprises are actively responding to the national innovation-driven development strategy, focusing on "oil transformation," "oil to specialty," and "reducing oil while increasing chemicals" [1] - Breakthroughs in key materials have been achieved, including high-performance synthetic resins, specialty rubbers, high-end fiber materials, and electronic chemicals, leading to domestic substitution of previously imported products [1] Group 2 - In 2024, China's chemical new materials industry is projected to reach a scale of $165.6 billion, having grown 3.4 times over the past decade, accounting for 36.4% of global output [1] - Despite significant achievements in high-end new materials, challenges remain, particularly in the olefin industry chain, where China still relies on imports for polyethylene (PE), ethylene glycol, and styrene [2] - In 2024, China's net import volume of polyethylene is expected to reach 13.03 million tons, with a dependency rate of 33% [2]