下一步，泉港石化工业园区将聚焦创新驱动、绿色转型、智慧升级、开放协同，深化7条重点产业链布 局，前瞻培育高端聚烯烃、电子化学品、新能源材料、生物医药等新质生产力，打造全国绿色智慧化工 园区标杆。积极建设面向东盟的石化产品出口基地，深化两岸产业合作，构建"两岸融合、辐射东盟"的 开放新格局，并以此为契机，加快打造数据要素高地。 中化新网讯日前，福建省数据管理局公布省数据产业集聚区和省数据要素产业园名单，泉港石化工业园 区入选省级数据要素产业园名单，成为全省唯一入选的化工园区。 泉港石化工业园区相关负责人介绍，作为国家级循环化改造示范试点园区、智慧化工园区试点示范单 位，泉港石化工业园区紧抓数字经济发展机遇，实施产业数字化与数字产业化双轮驱动战略，以应急救 援指挥平台为基础，先后搭建"工业互联网+危化安全生产"、重大风险防控等平台系统，整合多维数据 资源，构建覆盖全园的智能化管控体系，同步推进企业"上云用数赋智"，加快5G、物联网、人工智能 等新技术在生产制造、供应链管理、研发设计等环节的深度应用。 ...

万米钻头在塔克拉玛干沙漠深处叩击大地，钢铁平台于渤海波涛间汲取深蓝能量，智能化炼塔在东南沿 海将黑色原油转化为晶莹新材料。2025年，中国油气行业在陆地、海洋与产业链条同步展开一场多维度 的深度变革。 这一年，行业以"七年行动计划"圆满收官，铸就了原油与天然气产量双创历史新高的安全基座，交 出"十四五"以来最具分量的"安全答卷"。油气行业前所未有地指向了地球的"深"处与科技的"高"处，海 陆并进的交响曲激越昂扬。 一端是向地球深处持续掘进，夯实"压舱石"的厚度，另一端则是奋力跃入新材料与新能源的广阔蓝海， 延伸价值链的长度。油气行业直面成品油消费达峰的历史性拐点，开启了从"动力之源"向"材料之 母"与"系统之枢"的价值跃迁。 向深向蓝， 定义能源安全纵深 能源安全是"国之大者"。2025年，中国油气增储上产"七年行动计划"圆满收官，海陆两大战场捷报频 传，共同托举能源供给基本盘。 海上奏响最强音。这一年，海洋石油产量增长贡献了全国石油增产总量。其中，渤海油田油气当量历史 性突破4000万吨，相当于在海上再造一个"大庆"。这不仅是规模的胜利，更是能力体系成熟的标志。 从"深海一号"超深水大气田的自主运营，到首套 ...

"产业园形成了央企、国企、民企、外企复合型投资格局，累计落户项目总投资超3000亿元。随着 中国石油广西石化120万吨/年乙烯装置、华谊钦州基地、恒逸钦州基地等一批重大项目建成投产，钦州 绿色石化产业迈入新发展阶段。"钦州市产业园区改革发展办公室主任唐艳发介绍，上海华谊集团打造 钦州化工新材料和泰国轮胎"双基地"，恒逸集团打造文莱炼化一体化和钦州化工化纤"双基地"，中伟集 团建设钦州锂电池前驱体和印尼资源开发"双基地"，初步探索形成了以钦州为支点的中国—东盟绿色石 化及新材料跨境产业链合作的新路径。 产业高质量发展离不开创新驱动。目前，钦州石化产业园已搭建广西低碳技术与绿色化工新材料实 验室、广西绿色化工新材料产业技术创新中心、钦州市绿色石化产业创新联盟等一批创新平台，正加快 申报建设国家级石化产业技术创新中心，以科技创新赋能产业绿色低碳升级。 12月16日，在广西钦州广源物资供应有限公司5万吨级码头，巴拿马籍外贸船舶"戴坦"轮汽笛长 鸣，船上满载的4100吨甲基叔丁基醚，是中国石油广西石化炼化一体化转型升级项目自10月投产以来的 首单出口货物。它的扬帆远航，标志着该项目生产的优质产品成功叩开国际市场大门。 ...

Group 1 - The report indicates that the upstream oil price is expected to bottom out in 2026, with a shift from a clear surplus to marginal tightening in the oil market, while still remaining in a loose environment. The average oil price for 2026 is projected to fluctuate between $55 and $65 per barrel, influenced by various factors including geopolitical risks and OPEC+ market stabilization actions [3][40][43] - The demand for global crude oil is expected to grow at a rate of approximately 80,000 to 100,000 barrels per day in 2026, with the growth primarily driven by developing economies, while demand in developed regions like North America and Europe is nearing its peak [38][39] - The refining supply structure is undergoing optimization, with a focus on eliminating outdated capacity and enhancing the quality of production. The report highlights that the domestic refining capacity is projected to reach 1 billion tons by 2025, with a significant portion of this capacity being concentrated in large-scale refineries [46][51][62] Group 2 - The report recommends investment in private refining enterprises with scale advantages and a long chemical industry chain, such as Hengli Petrochemical and Rongsheng Petrochemical, as well as polyester filament leaders like Tongkun Co. and Xin Fengming [2][3] - The report emphasizes the importance of the chemical oil demand, which is expected to continue its long-term growth trajectory, with the share of chemical oil consumption in total oil consumption projected to rise to 50% by 2026 [62][64] - The report notes that the refining industry is likely to enter a period of stock competition, with a significant amount of outdated refining capacity facing potential elimination, particularly among smaller refineries [51][54][59]

自今年7月"反内卷"受到了政策端的高频强调，迄今已接近半年。那么，"反内卷"、"稳增长"到目前成效如何，能够真正引领PPI等价格回稳吗？ 在石化化工行业，化工"稳增长"举措已经开始在价格端显效了。 根据国家统计局数据，10月全部工业品PPI同比-2.1%，同比降幅较9月收窄，环比+0.1%，为年内首次上涨。10月PPI同比降幅收窄主要系重点行业产能治理 持续推进：其中石油工业同比-5.2%，较前值收窄+1.9pct，化学工业同比-4.4%较前值未变；化学原料及化学制品制造业当月同比-5%，较前值收窄+0.2pct， 基础化学原料制造当月同比-5.2%，较前值收窄+0.9%，精炼石油产品制造当月同比-3.8%，较前值收窄+2.9%，产业价格端筑底修复信号趋向明确。 图：石化化工相关产业PPI同比值自底部开始震荡回升 数据来源：Wind，截至2025年10月 对于价格端积极的边际变化形成持续驱动的，是《石化化工行业稳增长工作方案（2025—2026年）》的推进。其中提出的一系列立体化政策，为行业未来两 年的发展绘制出一幅清晰的路线图。与以往单纯追求规模扩张的政策不同，此次方案呈现出鲜明的系统性特征，其核心可概括为 ...

Core Insights - The conference aims to provide forward-looking guidance and multi-dimensional strategic perspectives for the green development of the petrochemical industry during the 14th Five-Year Plan period [2] Group 1: Industry Development Goals - The petrochemical industry faces both opportunities and challenges, including new demands for chemical innovations and global adjustments in the petrochemical sector [5] - The development goals for the next five years include achieving a secure and stable supply chain, enhancing technological innovation, and improving the quality of high-end product supply [5][6] - The industry aims to increase innovation capabilities, overall efficiency, and international competitiveness [5] Group 2: Strategic Directions - The focus is on high-end and refined development, emphasizing the innovation of fine chemicals [6] - Key areas for development include the utilization of olefins and aromatics, and the production of high-end polyolefins, engineering plastics, and specialty synthetic rubbers [6] - The Daanhai Petrochemical Industrial Zone is encouraged to leverage raw materials from integrated refining and chemical projects to enhance product sophistication [6] Group 3: Collaborative Initiatives - Strategic partnerships were formed during the conference, including a collaboration between the Daanhai Petrochemical Industrial Zone and a local insurance company to integrate industry development with risk management [6] - Cooperation was established between a pilot test company and well-known domestic universities and engineering firms, marking a significant step in building an innovation ecosystem [6] - Financial institutions presented specialized financial policies and customized insurance solutions to support pilot projects, addressing funding needs and risk management [6]

Core Insights - The polymer materials sector is gaining significant attention from investors due to national policy support, technological innovations, and expanding application demands [1][4]. Industry Trends - The petrochemical industry in China is transitioning from large-scale production to strength, with new materials being a key focus for development. The industry is experiencing a shift towards high-end products, with an emphasis on technological innovation and green transformation [2][9]. - The demand for high-performance materials such as high-end polyolefins, engineering plastics, and high-performance resins is increasing, particularly in emerging fields like humanoid robots and low-altitude aircraft [2][4]. Technological Advancements - Breakthroughs in technology are expanding the application potential of polymer materials across various sectors, including electronics, biomedicine, and high-end manufacturing. New materials are being developed to address challenges such as lightweighting and thermal management [4][8]. - The integration of artificial intelligence in material science is revolutionizing product development, significantly reducing research and development cycles while enhancing efficiency [3][8]. Investment Landscape - The rapid development of polymer materials has attracted significant interest from the financial investment community, with a notable increase in IPOs for new materials companies [9]. - The new materials sector is viewed as a long-term investment opportunity, driven by policy support and the transition of manufacturing towards high-end production [9][10]. Market Applications - High-performance materials like liquid crystal polymers (LCP) are seeing increased demand in the electronics sector, particularly in high-speed communication [5][8]. - Medical-grade polyurethane materials are being developed for various biomedical applications, highlighting the importance of biocompatibility and safety in healthcare [6]. Competitive Dynamics - Despite high investor enthusiasm, the industry faces challenges such as intense competition and the risk of oversupply, necessitating companies to develop unique products and explore new application scenarios [10].

Core Insights - The Guangxi Petrochemical Ethylene Project marks the successful transition of China National Petroleum Corporation (CNPC) from refining to integrated refining and chemical production, establishing the largest million-ton ethylene project in Southwest China [1][2] - The project has a total investment of over 30 billion RMB and features the world's largest diesel adsorption separation unit, improving raw material utilization efficiency by over 15% compared to traditional processes [1] - The project includes the first set of proprietary technologies for producing 80,000 tons/year of SBS and 120,000 tons/year of functionalized styrene-butadiene rubber, along with other key facilities [1] Investment and Production Impact - The Guangxi Petrochemical Ethylene Project consists of a core ethylene unit with a capacity of 1.2 million tons/year, along with 14 chemical units and 2 refining units [2] - Upon production, the project is expected to reduce oil products by 3.49 million tons and increase chemical products by 3.06 million tons annually, addressing domestic supply gaps in high-end polyolefins, functionalized rubber, and advanced membrane materials [2] - The project achieves 100% green electricity for its new power consumption, with energy consumption indicators for refining and ethylene units exceeding national benchmark standards, contributing to China's dual carbon goals [2]

Core Viewpoint - The successful commissioning of the Guangxi Petrochemical Ethylene Project marks the completion of the largest million-ton ethylene project in Southwest China, showcasing advancements in China's petrochemical industry and its shift towards integrated refining and chemical production [1] Investment and Financial Aspects - The total investment in the project exceeds 30 billion RMB, highlighting significant financial commitment to enhance the petrochemical sector [1] - The project is expected to reduce oil products by 3.49 million tons annually and increase chemical production by 3.06 million tons, indicating a strong potential for revenue generation and market supply improvement [1] Technological Innovations - The project features the world's largest diesel adsorption separation device, which improves raw material utilization efficiency by over 15% compared to traditional methods, addressing structural issues in China's petrochemical industry [1] - It includes China's first set of 80,000 tons/year SBS and 120,000 tons/year functionalized styrene-butadiene rubber facilities, along with the world's first largest dual-variable frequency motor ethylene refrigeration compressor, showcasing significant technological advancements [1] Environmental and Operational Efficiency - The project achieves 100% green electricity for its new power consumption, and its energy consumption indicators for refining and ethylene facilities exceed national benchmark standards, promoting sustainability in operations [1] - The establishment of a "resource-product-green application" circular chain indicates a commitment to environmentally friendly practices within the industry [1]

Group 1 - The 20th Central Committee's Fourth Plenary Session emphasizes the importance of effective investment and breaking down barriers to the construction of a unified national market, which may benefit leading companies in the chemical industry [1] - The report highlights that the domestic production rate of electronic chemicals and high-end polyolefins is low, indicating potential growth areas for future development [2] - The petrochemical industry faces challenges due to homogeneous production capacity, necessitating stricter management of new refining and key petrochemical projects to avoid disorderly expansion and duplication [3] Group 2 - The refining industry is identified as a key area for governance, with a significant portion of refining capacity in Shandong province, suggesting potential for capacity reduction and benefits for private refining enterprises [4] - The polyester filament industry is proactively implementing production cuts to balance market supply and demand, which may favor leading companies in the sector [4]