金秋时节，陕西榆能精细化工材料有限公司抢抓项目建设的黄金季节拉满"进度条"，加快100万吨/年高 端化学品新材料项目建设。截至目前全场一级地管、主装置桩基等地下工程已结束，全力推进土建工程 施工。 榆能100万吨/年高端化学品新材料项目位于榆神工业区，占地面积1500亩，概算总投资103.15亿元。建 设内容主要包括40万吨/年DMTA装置、20万吨/年环氧乙烷装置、20万吨/年聚醚减水剂大单体装置、10 万吨/年环氧丙烷装置、26万吨/年双氧水装置、8万吨/年丙烯酸装置、12万吨/年丙烯酸丁酯装置、40万 吨/年丙烯酸酯乳液装置、40万吨/年聚羧酸减水剂装置及配套的公辅设施等。 榆能精细化工材料有限公司总工程师任国瑜告诉记者，陕北冬季有效施工期较短，为在冬季来临前确保 土建工程完工，该公司5个项目部按5个矩阵加强"三管三控一协调"管理，即管进度、管质量、管安全， 控成本、控风险、控合同以及现场协调。同时创新采用业主主导的联合管理团队(IPMT)机制，聘请施 工经验丰富的第三方专业项目管理机构(中石化四公司)进行全过程管理，要求各施工单位每个工序都实 行"首件样板工程"，按照A类、B类和C类分级管控，既确保工 ...

Core Insights - The ethane market is experiencing supply tightness, leading to increased production costs for downstream industries, which may accelerate industry reshuffling and provide opportunities for leading companies with integrated supply chains [1] Group 1: Industry Overview - Ethane is a key raw material in the production of ethylene, which is essential for plastics [2] - The supply-demand imbalance for ethylene oxide is expected to intensify from 2025 to 2029, concentrating profit distribution rights further upstream [2] - The current production of ethylene oxide in China primarily relies on naphtha cracking, while the ethane-mixed process faces shutdowns, allowing naphtha-based production to regain pricing power [4] Group 2: Company Strategies - Aoke Co., Ltd. (奥克股份) is the first listed company in the field of deep processing of ethylene oxide, holding a 40% market share in the domestic market for polyether monomers, and is expected to strengthen its leading position during price increases due to its 211 patented technologies and large-scale production advantages [2] - Hongqiang Co., Ltd. (红墙股份) is accelerating its national layout through a dual business model of "additives + fine chemicals," with a 150,000-ton/year polyether monomer project expected to commence production soon, enhancing cost control capabilities [2] - Hongqiang Co., Ltd. plans to start a 320,000-ton/year fine chemical project, which includes the production of various derivatives, thereby achieving industry chain integration and improving profitability and resilience against cyclical fluctuations [3] Group 3: Market Dynamics - The industry is expected to undergo a deep reshuffle by 2028, with smaller companies likely to exit due to cost pressures, leading to a further concentration of market share among leading firms [4] - Companies with low-cost procurement capabilities for ethylene oxide will have a competitive advantage in the upcoming industry reshuffle [4] - Strategic partnerships, such as Hongqiang Co., Ltd.'s collaboration with China National Offshore Oil Corporation (中海壳牌) for ethylene oxide procurement, are crucial for reducing transportation costs and securing lower purchase prices [4]

化点为珠 逐步形成一群多链 "未来企业的竞争，不是单个产品、企业之间的竞争，而是产业链、生态链之间的竞争。"李军华说，宝 山经开区通过化点为珠、串珠成链，实现一群多链、聚链成群。目前，宝山经开区初步构建了主导产业 突出、龙头项目带动、链条日臻完善的"三聚"产业发展体系。 在聚氨酯领域，总投资150亿元的美瑞聚氨酯产业园项目一期已建成投产，二期主要建设年产20万吨特 种异氰酸酯、8万吨苯二胺、4万吨间苯二酚等产品，配套水煤浆制合成气。二期建成后，将形成年产32 万吨特种异氰酸酯、20万吨苯二胺、15万吨硝基苯胺等产品规模。 新材料不仅是整个制造业转型升级的产业基础，也是新质生产力构成中重要的一环。那么，化工园区如 何推进和发展新材料产业？"宝山经开区积极谋划以聚氨酯、聚合可降解材料、聚甲醛'三聚'为主体的 化工新材料产业链，持续推动功能性新材料转型升级，为'三聚'产业链企业搭建平台，汇聚要素资源， 不断壮大'三聚'产业链群，高质量发展取得新成效。"近日，河南省鹤壁宝山经济技术开发区管委会主 任李军华表示。 宝山经开区以"育龙头、延链条，促转型、挖潜力、强配套"为工作思路，设立全员招商工作专班，聘用 招商大使，设 ...