【DT新材料】 获悉，近日， 中海石油宁波大榭石化超高分子量聚乙烯基础设计服务采办计划公开 。预计发标时间为2026年1月，采购范围为中海石油宁 波大榭石化超高分子量聚乙烯基础设计。 拟新建4万吨/年超 高分子量聚乙烯 装置， 公称规模为4万吨/年粉料，装置开工时数按8000小时计，设计弹性为60%～110%。装置原料为上游装置生 产的乙烯、氢气及外购己烷等，采用中科院上海有机所和中石化上海工程联合开发的低压己烷淤浆法工艺生产 超高分子量聚乙烯通用料、纤维料、隔膜料 粉料产品，并副产少量石油蜡。 资料显示， 中海石油宁波大榭石化有限公司 馏分油六期项目（高端功能材料项目，以下简称大榭六期项目）是大榭石化立足现有产业基础，加快打造规模 技术先进、竞争力较强的炼化一体化基地。依托自产乙烯、液化气、催化油浆和减压渣油等资源，布局的高功能材料项目。拟建项目的主体装置位于宁波 市北仑区大榭石化太平厂区地块南侧。 大榭石化六期项目投资总额1018418万元，项目包括 10万吨/年聚烯烃弹性体（HPOE），4万吨/年超高分子量聚乙烯（UHMWPE），15万吨/年碳四综 合利用（含MTBE/1丁烯），30万吨/年高端碳材料（ ...

累计开发新牌号44个、产品改性20种 蒲洁能化公司党委书记、董事长、总经理封建利表示，作为陕西省煤制烯烃产业链"链主"企业，蒲洁能 化以"基础+高端+多元化"为导向，锚定新能源汽车、消费电子、生物医药、军工产业等新领域专用料 市场，坚持开发高端化、差异化、高值化新产品，推动产品从基础向深加工转变、从普通材料向高端新 材料转变，加快形成具有蒲洁能化特色的聚烯烃产品矩阵。 今年8月，蒲洁能化新建的4万吨/年超高分子量聚乙烯项目建成产出合格产品，这是陕西省首个投产的 超高分子量聚乙烯大型工业化项目。在此基础上，12月中旬通过调整催化剂首次试产附加值更高的锂电 池隔膜材料。 蒲洁能化以销定产，针对下游客户需求定制化生产，2025年转产EP548S和EP548RF两款新牌号聚丙 烯，丰富高低中熔指注塑料产品的多样性。针对环保无卤阻燃聚丙烯产品的市场需求，该公司产品研发 中心今年启动阻燃聚丙烯新产品研发，开发出厚度仅0.8毫米的V0等级高性能无卤阻燃聚丙烯片材新产 品。据有关技术人员介绍，该产品经750℃火焰点燃10秒后离火即熄灭，阻燃性能优异，增强了应用安 全性。在保持聚丙烯材料固有优异性能的同时，采用环保无卤阻燃剂， ...

仲冬时节，寒气逼人。12月中旬的一天早上，陕煤集团蒲城清洁能源化工有限责任公司(以下简称蒲洁 能化)仪表中心技术员赵嘉鹏像往常一样，踏着寒露对新投产的4万吨/年超高分子量聚乙烯装置电伴热 设施进行仔细检查，不放过任何隐患。入冬以来，该公司各单位制定并严格执行防冻防凝工作方案，确 保设备安全过冬长周期稳定运行，为稳产高产筑牢坚实底盘。 年末攻坚擂鼓催征。蒲洁能化干部员工以党建领航穿透履职为引擎，以严实作风为保障，持续抓好工艺 优化、设备维保、节能降耗、安全管控等重点工作，向全年任务目标发起攻坚冲刺。 穿透履职拧成"一股绳" "党建领航穿透履职"是2025年蒲洁能化公司党政联合启动开展的专项工作，旨在加强职能部门穿透履职 意识与能力建设，保障部门职能发挥与推动管理质效提升有效协同，为全面完成年度工作目标任务提供 切实保障。 "实践充分证明，化工生产只要装置长周期稳定运行，最大限度减少工艺波动，就能达到稳产高产的目 的。"蒲洁能化生产管理部副部长曹博雅介绍，他们紧扣"安稳长满优"生产运行，聚焦"工艺管理、应急 能力、产耗管控"三大核心精准发力。他们还化身"精益管家"，以"走动式"管理丈量"穿透履职"的深 度，充分发 ...

证券日报网讯12月17日，卫星化学（002648）在互动平台回答投资者提问时表示，公司已关注到超高分 子量聚乙烯的应用及市场前景，也是研发方向之一，尤其是能满足不同应用场景的产品，具体进展请关 注公司官方信息或披露公告。 ...

中国发展网讯 刘莉莉记者袁小峰报道 截至12月上旬，中国石油大庆石化今年新产品新材料累计产量已 突破10万吨，提前完成全年目标，同比增产3万多吨。这是这个公司系统性改革持续深化的成果之一。 "十四五"以来，大庆石化高质量完成国企改革三年行动，高标准推进改革深化提升行动，推动58项任 务、95项措施扎实落地，不仅全面完成总体任务，而且提前实现中国石油集团公司下达的进度目标，走 出了一条以改革主动赢得发展主动的实践路径。 思想破局 机制重塑 改革之难，不仅难在触及利益，更深层次在于触及思想。 "身子在新时代、思想在旧时代"的认知局限，"守摊跟跑"的路径依赖，"认亏任亏"的躺平心态，成为制 约企业高质量发展的无形壁垒。未上市业务更是因体制机制转换难、三项制度改革阻力大，与上市业务 经营业绩形成"冰火两重天"，成为改革中"难啃的骨头"。 面对这些挑战，大庆石化清醒认识到思想破冰是行动突围的前提。公司党委强化"观念转变是一种能 力"的意识，广泛凝聚"不改革就落后、不突破就淘汰""企业不消灭亏损、亏损终将消灭企业"的共识， 带头开展调研座谈，疏导和消除各层级员工的思想顾虑。同时，系统化推动顶层设计，构建以"一图、 两册、 ...

格隆汇11月18日丨东方盛虹(000301.SZ)在投资者互动平台表示，公司是一家全球领先、全产业链垂直 整合并已深入布局新能源、新材料业务的能源化工企业。公司的新材料产品之一超高分子量聚乙烯可作 为锂电池隔膜的原材料，EC/DMC则可用于锂电池电解液溶剂。公司原油采购涉及沙特等中东地区国 家。公司共有PTA产能630万吨/年，下游主要用于聚酯化纤原材料。 ...

Core Insights - The company has successfully completed the construction phase of its 40,000 tons/year ultra-high molecular weight polyethylene project, marking a significant milestone in its strategic transformation [1][2] - The project aims to become a core engine for the company's upgrade and transformation, enhancing its reputation in the chemical new materials industry both locally and nationally [1] Project Details - The project includes a 40,000 tons/year production facility for ultra-high molecular weight polyethylene and a supporting 110kV substation [1] - The construction faced challenges such as strict quality requirements and complex site conditions, but was completed in 13 months with zero safety and environmental incidents [1] Strategic Goals - The company plans to ensure the project reaches full production capacity as soon as possible, emphasizing innovation and increased R&D investment to maintain industry leadership [2] - The company is committed to environmental sustainability, aiming to establish the project as a modern chemical model factory that is resource-efficient and environmentally friendly [2] - The company seeks to deepen integrated development and create a new industrial ecosystem, contributing to high-quality local economic development [2]

Core Insights - China Chemical has recently signed two major high-end chemical new material projects, marking significant advancements in the industry [1][4]. Group 1: High-End Polyoxymethylene (POM) Project - China Chemical Engineering Hualu Company has signed a cooperation framework agreement with China Coal Ordos Energy Chemical Co., Ltd. for a high-end POM project, which will be the first engineering application and industrialization of self-developed high-end POM technology [1]. - POM is recognized for its excellent self-lubricating properties, fatigue resistance, and dimensional stability, making it a key polymer material to replace traditional metals like steel, copper, and aluminum [1]. - The domestic supply of high-end POM has long relied heavily on imports, with global production mainly dominated by companies like DuPont and Asahi Kasei [1][6]. Group 2: Special Nylon Series Project - China Chemical Engineering Hualu Company has also signed a cooperation framework agreement with Shanghai Jieda Chemical Technology Co., Ltd. to initiate the third phase of the Jieda project, which will cover approximately 200 acres with a total investment of about 1.85 billion yuan [4]. - The project will utilize hexamethylenediamine and 2-methylpentanediamine produced in previous phases as primary raw materials, aiming to enhance the high-end nylon industry chain and improve product value and market competitiveness [4]. Group 3: Overall Project and Financial Performance - From January to September, China Chemical signed a total of 3,566 projects with a cumulative contract amount of 284.56 billion yuan, with domestic contracts accounting for 230.91 billion yuan and overseas contracts for 53.65 billion yuan [7]. - The latest financial report indicates that in Q3 2025, China Chemical achieved revenue of 45.42 billion yuan, a year-on-year increase of 4.32%, and a net profit of 1.13 billion yuan, up 13.21% [7]. - The sales of industrial and new materials reached 7.85 billion yuan, showing a significant year-on-year growth of 23.37%, indicating a strong second growth curve for the company [7].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The market for plastics L and PP has been showing a weak trend recently, with both futures and spot prices experiencing declines. The report provides daily market observations, important news, logical analyses, and trading strategies for these two products [2][3][4]. - Various factors, including domestic and international economic data, industry policies, and corporate news, influence the prices of plastics L and PP. These factors can be either positive or negative, and the report assesses their impact on the market [3][5][9]. 3. Summary by Relevant Catalogs Market Situation - **L Plastic**: The L2601 contract generally shows a downward trend, and the LLDPE market price is mostly weak, with prices in different regions fluctuating and some falling. Trade sentiment is often affected by futures trends, and downstream procurement is cautious [2][4][8]. - **PP Polypropylene**: The PP2601 contract also generally trends downward, and the domestic PP market is weak, with prices falling in parts. The futures trend impacts the spot market, and downstream procurement is limited [2][4][8]. Important News - **Industry - related Policies**: The government has introduced policies to support the development of the petrochemical and chemical industries, such as the "Work Plan for Stabilizing Growth in the Petrochemical and Chemical Industry (2025 - 2026)" [29]. - **Corporate News**: Many companies have made progress, such as Guangxi Petrochemical's successful commissioning of a new ethylene plant, and Liaoyang Petrochemical's successful start - up of a nylon 66 project [4][46]. - **Economic and Trade News**: Global economic and trade policies, such as US tariff policies and China's export control policies for rare earths, have an impact on the market [34][40][63]. Logical Analysis - **Positive Factors**: Some factors are favorable for the polyolefin market, such as an increase in domestic vehicle production, a rise in the US manufacturing PMI, and an increase in the profit - to - loss ratio of the domestic rubber and plastics industry [9][51]. - **Negative Factors**: Other factors are unfavorable, including a decline in the domestic manufacturing PMI, an increase in inventory, and a decrease in the international shipping freight index ratio [3][5][41]. Trading Strategies - **Single - side Trading**: For the most part, it is recommended to hold short positions in the L and PP main 01 contracts, with appropriate stop - loss settings. In some cases, there are suggestions to try short positions or hold long positions [3][5][9]. - **Arbitrage**: Generally, it is recommended to wait and see [3][5][9]. - **Options**: Usually, it is recommended to wait and see [3][5][9].

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook compared to the market [2]. Core Insights - The new materials sector has shown strong performance, with the new materials index rising by 3.19%, outperforming the ChiNext index which increased by 2.69% [3]. - Key segments within the new materials sector, such as battery chemicals, have experienced significant growth, with battery chemicals rising by 12.75% in the last five trading days [3][18]. - The report highlights the potential investment opportunities in AI materials, particularly driven by advancements in high-performance computing and AI acceleration technologies [6]. Summary by Sections Market Performance - The new materials sector has outperformed the broader market indices, with notable increases in various sub-sectors, including a 12.75% rise in battery chemicals and a 3.57% increase in electronic chemicals over the past week [3][18]. - The overall market performance for the week shows the Shanghai Composite Index increased by 0.11%, while the ChiNext index rose by 0.5% [14]. Price Tracking - The report provides a detailed weekly price tracking of various chemical products, indicating stability in prices for several amino acids and biodegradable plastics, while some vitamins have seen price increases, such as Vitamin E rising by 10.53% [4][9]. Investment Recommendations - The report suggests focusing on companies like Shengquan Group, Dongcai Technology, and Zhongcai Technology, which are positioned to benefit from the growth in AI materials and other new material applications [6].