中化新网讯 近日，泰国国家石油全球化学有限公司(PTTGC)宣布，决定将其持有的可乐丽GC先进材料 有限公司(KGC)20.1%的股份出售给可乐丽公司。此次股权转让将于2025年10月20日完成，但交易的财 务细节尚未披露。 股权转让完成后，PTTGC在KGC的持股比例将从33.4%降至13.3%，而可乐丽的持股比例将从53.3%升 至73.4%。剩余13.3%的股份将继续由住友商事持有。此次交易符合PTTGC正在推进的资产组合转型计 划。 KGC以生产工程塑料聚酰胺9T(PA9T)以及氢化苯乙烯类嵌段共聚物而闻名。该公司的生产基地位于泰 国东部经济走廊的WHA东部工业园内。去年，由旭化成与PTTGC各持股50%的合资企业PTT旭化成化 学有限公司(PTTAC)决定停止运营，并拆除其位于泰国罗勇府的生产设施。PTTAC此前主要通过丙烷法 生产丙烯腈，通过丙酮氰醇法生产甲基丙烯酸甲酯，并生产硫酸铵。 来源：市场资讯 （来源：中化新网） ...

Core Viewpoint - Major chemical companies, including Dow, INEOS, and others, are shutting down production facilities in Europe due to high costs, stringent regulations, and competition from imports, indicating a significant restructuring in the chemical industry [2][3][6][7][8]. Group 1: Dow Chemical - Dow plans to close its polyether polyol plant in Tertre, Belgium, with an annual capacity of 94,000 tons by the end of Q1 2026 as part of a strategic restructuring in Europe [3]. - The closure is attributed to high costs, strict regulations in Europe, and competitive pressure from imports, particularly from Asia [3]. - Dow's other planned closures include an ethylene cracker in Germany and a chlor-alkali facility, with further reductions in production capacity expected [3]. Group 2: Market Conditions - The European polyether polyol market is currently weak, with key end-use sectors like automotive and construction showing low demand, leading to overcapacity and increased imports [4]. - From 2020 to 2024, the average annual import volume of polyether is projected to be 286,000 tons, with a record high of 323,000 tons last year [4]. - In China, the domestic polyether industry is expected to see increased concentration among leading companies, with total production around 5.55 million tons and consumption at approximately 4.08 million tons in 2024 [4]. Group 3: INEOS - INEOS confirmed the closure of two production plants in Rheinberg, Germany, resulting in the loss of 175 jobs, due to high energy and carbon emission costs [6]. - The plants produce essential chemicals, including key components for epoxy resins, which are critical for defense, aerospace, and renewable energy infrastructure [6]. - INEOS also plans to cut 20% of the workforce at its acetyl plant in Hull, UK, citing competition from low-cost imports [6]. Group 4: Arlanxeo - Arlanxeo announced the closure of its synthetic rubber production facility in France, with an annual capacity of 140,000 tons, due to rising costs and market imbalances [7]. - The facility produces Nd-PBR and solution polymerized styrene-butadiene rubber, facing continuous losses without viable paths to profitability [7]. Group 5: Solvay - Solvay plans to permanently close its MMA and acetone cyanohydrin production operations in Italy, transitioning to purchasing MMA from third-party suppliers [8]. - This strategic shift is part of a broader plan to streamline operations and focus on chemical recycling initiatives [8]. Group 6: Future Outlook - The domestic polyether industry in China is expected to continue expanding, with a projected increase of over 4 million tons per year in new capacity from 2025 to 2029 [5]. - Leading companies in the sector are focusing on high-value products, indicating a shift towards more specialized and profitable offerings [5].

Group 1: Foreign Trade Data - In the first half of the year, China's total goods trade import and export value reached 21.79 trillion yuan, a year-on-year increase of 2.9% [1] - Private enterprises showed outstanding performance, with import and export value reaching 12.48 trillion yuan, a year-on-year increase of 7.3%, accounting for 57.3% of China's foreign trade [1] - The export scale of high-tech products, new three categories of products, and self-owned brand products from private enterprises reached historical highs for the same period [1] Group 2: Chemical Industry Developments - Chongqing Yixiang Chemical Co., Ltd. is the largest producer of methyl methacrylate (MMA) in China, breaking the long-standing technological and product monopoly held by Japan and Europe [7] - The company achieved its first export of 20 million USD in 2023, showcasing its technological breakthroughs and industrial upgrades [7] - MMA is widely used in the production of organic glass, automotive and construction coatings, and is a key raw material for optical fibers and optical lenses [9] Group 3: Industry Cluster and Innovation - The chemical industry benefits from extended industrial chains, leading to higher product added value [11] - Chongqing's Changshou district has over 100 new materials enterprises, forming a core industrial cluster in natural gas chemical new materials, silicon-based new materials, and new energy materials [11] - The collaboration among numerous enterprises enhances export capabilities and helps navigate trade barriers, likened to the agility of small boats and the strength of large ships [13]

Core Viewpoint - The successful commissioning of the 260,000 tons/year acrylonitrile project by Sinochem Quanzhou marks a significant upgrade in the company's production capabilities, focusing on high-value chemical products [1][2]. Group 1: Project Overview - The acrylonitrile project is a key initiative for Sinochem Quanzhou, leveraging raw material advantages from its integrated refining and chemical project [1]. - The project includes the construction of a 260,000 tons/year acrylonitrile (AN) unit, a 100,000 tons/year methyl methacrylate (MMA) unit, and a 200,000 tons/year spent acid regeneration (SAR) unit, with completion expected by November 30, 2024 [1]. Group 2: Product Significance - Acrylonitrile is a crucial monomer for synthetic fibers, synthetic rubber, and synthetic resins, serving as a core material for high-value products such as carbon fibers, ABS resins, and nitrile rubber, with applications in aerospace, new energy vehicles, electronics, and environmental management [2]. - Methyl methacrylate is an important organic chemical raw material used in the production of organic glass (PMMA), PVC additives (ACR), and various resins, adhesives, and coatings [2]. Group 3: Production Milestones - The acrylonitrile unit achieved successful initial feeding on April 10, 2025, with product quality meeting standards by April 13, 2025 [2]. - The MMA unit also passed rigorous inspections, confirming its status as a high-quality product by April 24, 2025, indicating the successful operation of the entire production line [2].