在新兴产业崛起和低碳可持续的大趋势下，化工新材料产业正向着材料高性能化、生产绿色低碳化、制造过程智能化方向发展。 其中，生物基材料已经成为最"闪亮"的赛道之一。从早期 海正生材 的聚乳酸，到 凯赛生物 的生物基尼龙，到 金发科技 的生物基LCP，到 泰和新材 的生 物基芳纶，到 万华化学 的生物基TPU，每次都能引起市场极大关注，甚至凭借单品造就一代龙头，越来越多的新品也正在被开发。 【DT新材料 】 获悉，近日， 由 中油工程旗下昆仑工程公司 与 中石油（持股33.8%）参股子公司 濮阳市盛通聚源新材料有限公司 合作开发的生物基 聚碳酸酯（PC）特种工程塑料惊艳亮相。 据悉，双方 打造 国内首套且产能最大的生物基PC工业生产装置在 2025年2月开车成功，填补了国内空白， 开辟生物基PC本土商业化的可能性。 项目工艺采用 可再生异山梨醇 生物基单体替代共聚单体双酚A，在聚合产品中引入独特的双呋喃环结构， 表面硬度接近玻璃，加工流动性与通用PC相 当， 透光率高达92%， 因为分子结构中苯环少，不易吸收紫外线 ，在光学镜头、汽车内外饰件等领域展现广阔前景， 并且规避了双酚A带来的健康风 险，可以精准切入食品包 ...

Core Viewpoint - Recent strategic moves by Japanese chemical companies, particularly Asahi Kasei and Mitsui Chemicals, indicate a significant shift in their business operations, focusing on restructuring and transitioning towards sustainable materials to adapt to challenging market conditions [2][3]. Group 1: Mitsui Chemicals' Business Adjustments - Mitsui Chemicals is considering the spin-off of its core Basic and Green Materials (B&GM) division, aiming to establish an independent entity by around 2027 [2]. - The B&GM division includes critical production areas such as petrochemical products, basic chemicals, and polyurethane raw materials, which are essential for various industries [2][3]. - The restructuring is part of Mitsui Chemicals' long-term plan "VISION 2030," which emphasizes business portfolio transformation and strategic alliances in specialty chemicals [3]. Group 2: Market Challenges and Strategic Responses - The company faces severe profitability challenges due to declining domestic demand in Japan and increasing competition from new overseas plants [3]. - Mitsui Chemicals has announced plans to reduce the production capacity of its TDI plant from 120,000 tons/year to 50,000 tons/year by July 2025, and to close its phenol plant in Ichihara by the 2026 fiscal year due to ongoing losses [4]. - The company is also accelerating its transition to green materials, including supplying ISCC Plus certified phenol and acetone for sustainable production [4]. Group 3: Exit from Non-Core Businesses - Mitsui Chemicals has decided to exit its fully-owned subsidiary Shimonoseki Mitsui Chemicals' nitrogen trifluoride business by March 2026, citing increased competition and rising costs as primary reasons for this decision [5].