Core Insights - The article highlights the successful development of domestic POE (polyolefin elastomer) technology by China Chemical Engineering Research Institute, marking a significant advancement in high-end material production in China [1][2][4] Group 1: Technological Breakthrough - The research team has achieved a comprehensive breakthrough by mastering both ethylene-butene copolymer POE (C4) and ethylene-octene copolymer POE (C8), with the ability to switch production flexibly on the same platform [2] - The C8 products outperform domestic C4 products and are suitable for high-end applications such as photovoltaics and automotive components, with performance metrics comparable to imported products [2] Group 2: Industrialization Progress - The project has reached a critical milestone with the successful completion of the feasibility review for a 50,000-ton annual production demonstration project, which has now entered the full implementation phase [2][3] - The pilot plant for POE has operated for over 13,000 hours, successfully overcoming challenges in scaling up production [3] Group 3: Future Outlook - The team is committed to accelerating the industrialization of POE technology to enhance its application in high-end fields such as photovoltaic packaging and lightweighting for new energy vehicles [3][4] - The overall technology is expected to achieve international advanced levels by August 2025, as confirmed by the China Petroleum and Chemical Industry Federation [2]

Core Viewpoint - The article highlights the successful development and impending industrialization of POE (polyolefin elastomer) technology by the China Chemical Engineering Research Institute, marking a significant advancement in China's high-end material capabilities and reducing reliance on imports [2][3][4]. Group 1: Project Background and Development - The "Pearl" project was initiated in early 2020 when China had no independent POE technology, with global production capacity around 1 million tons and a zero market share for China [2]. - The project focused on industrial application from the outset, with a collaborative effort between scientists and engineers leading to over a thousand experiments and optimizations [2][3]. - The team achieved breakthroughs in catalyst activity, stability, and product quality, mastering both C4 and C8 POE systems, with C8 products offering superior performance for high-end applications [2][3]. Group 2: Technological and Industrial Advancements - The self-developed metallocene catalyst exhibits high activity and is at an advanced industry level, with lower energy consumption and high domestic equipment localization [3]. - The project has established a complete industrial chain from raw materials to end applications, achieving full autonomy in production [3]. - A key milestone was reached with the successful completion of a feasibility review for a 50,000-ton annual production demonstration project, marking the transition to full implementation [3]. Group 3: Future Prospects and Commitment - The team is committed to accelerating the industrialization of POE technology to empower sectors such as photovoltaic packaging and lightweighting in new energy vehicles [3][4]. - The ongoing dedication to research and development is evident, with plans to continue enhancing the technology and its applications in high-end materials [4][6].

产业观察 [table_Header]2026.02.02 【新材料产业周报】独山子石化 2025 年共生产 POE 产品 近 6 万吨，因势新材等多家新材料公司完成融资 产业研究中心 摘要： [Table_Summary] 产业发展动态：（以下均来源于化工新材料公众号） 独山子石化 2025 年共生产 POE 产品近 6 万吨。2026 年 1 月 25 日，据中 国石油报消息，中国石油旗下独山子石化公司国产 POE（聚烯烃弹性体） 适应性改造项目取得重大进展，2025 年共生产 POE 产品近 6 万吨。这标 志着国内首创 POE 气相聚合工艺实现工业化量产与规模化供应，有效缓 解我国光伏、新能源汽车等战略性新兴产业对进口产品的依赖。独山子石 化公司采用自主开发的气相法工艺，填补了国内相关领域的技术空白。经 检测，其主力牌号 UL0588 的核心指标——透光率达到国际先进水平，质 量稳定性位居国产 POE 前列。由该产品制成的光伏胶膜，展现出更优的 耐候性、更强的水汽阻隔性和更长的寿命。 河北东丽新材料千吨级聚酰亚胺核心单体产能再进阶。石家庄市行政审批 局正式发布拟批准公示，河北东丽新材料有限公司年产 5 ...

【新材料产业周报】独山子石化 2025 年共生产 POE 产品 近 6 万吨，因势新材等多家新材料公司完成融资 产业研究中心 摘要： 产业观察 [table_Header]2026.02.02 | [Table_Authors] | 钟浩(分析师) | | --- | --- | | | 021-38038445 | | | zhonghao@gtht.com | | 登记编号 | S0880522120008 | | | 肖洁(分析师) | | --- | --- | | | 021-38674660 | | | xiaojie3@gtht.com | | 登记编号 | S0880513080002 | | | 鲍雁辛(分析师) | | | 0755-23976830 | | | baoyanxin@gtht.com | | 登记编号 | S0880513070005 | [Table_Report] 往期回顾 四大增长极经济与产业洞察报告（2025） 2026.01.29 国家能源局批准七项氢能行标 2026.01.28 [Table_Summary] 产业发展动态：（以下均来源于化工新材料公众号） 独山 ...

Core Viewpoint - The industrialization and large-scale supply of POE (polyolefin elastomer) by Dushanzi Petrochemical Company in Xinjiang is set to significantly reduce China's reliance on imported products for emerging industries such as photovoltaics and new energy vehicles by 2025, with a production target of nearly 60,000 tons [2] Group 1: Product and Technology - POE combines the processability of plastics with the high elasticity of rubber, making it widely applicable in photovoltaic modules, lightweight automotive parts, and high-end packaging [2] - The POE-based photovoltaic adhesive film is a key encapsulation material in high-end photovoltaic components, which has historically relied on imports due to high production technology barriers and stringent process controls [2] - Dushanzi Petrochemical's self-developed gas-phase process fills a technological gap in the field, achieving international advanced levels in light transmittance and ranking among the best in domestic POE quality stability [2] Group 2: Environmental and Economic Impact - The gas-phase process is more environmentally friendly, with energy consumption approximately 60% of that of the solution process, and it produces no solvent emissions, resulting in low volatile content and minimal odor [2] - With the completion of other POE projects by China National Petroleum Corporation, total production capacity is expected to exceed 300,000 tons by the end of 2026, ensuring supply chain security for new energy and other emerging industries [2]

Group 1 - The article highlights significant breakthroughs in the domestic production of chemical new materials, showcasing advancements in various sectors such as carbon fiber, optical films, and polymer materials [2][3] - Wuhan University of Technology has successfully developed a complete industrial chain for high-performance large-tow carbon fiber, establishing a self-controlled technology system and application ecosystem [2] - Kanghui New Materials has achieved international standards in the production process of polarizer protective base films, marking a qualitative leap in key quality indicators such as temperature resistance and defect rate [2] - Plit has announced the large-scale production of its LCP film products, which are now being supplied in bulk [2] - Wanrun Co., Ltd. has initiated trial production of its polyether imide (PEI) product with an annual capacity of 1,500 tons [2] Group 2 - Sinopec has made a critical breakthrough in the synthesis of 4-methyl-1-pentene (4M1P), achieving an average purity of over 98%, which is essential for manufacturing ECMO membrane materials [3] - This breakthrough is expected to reduce reliance on imports and provide high-performance material options for emerging industries such as 5G communications and flexible electronics [3] - China National Petroleum Corporation (CNPC) has made significant progress in the adaptive transformation project for domestic POE (polyolefin elastomer), aiming to produce nearly 60,000 tons by 2025, breaking foreign technical monopolies [5][6] - POE is widely used in photovoltaic components and automotive lightweight parts, with China being the largest consumer market for POE, despite a 95% import dependency as of last year [6] - Jinfa Technology has launched a pilot production line for special aromatic olefin polymers, with plans for a 10,000-ton industrialization project by 2028 [8] - The company has also successfully started a production line for thermoplastic polyimide (TPI), achieving a breakthrough in domestic production [8]

Industry News - 23 group standards in photovoltaic modules, fine ceramics, and biotechnology have been recognized as international standard proposals, marking significant progress in the high-quality development of group standards in China [2] - Domestic production of POE (polyolefin elastomer) has achieved large-scale supply, with nearly 60,000 tons expected to be produced in 2025, reducing reliance on imports for strategic emerging industries like photovoltaics and new energy vehicles [3] - The total number of new energy vehicles in China reached 43.97 million by the end of 2025, accounting for 12.01% of the total vehicle count, with pure electric vehicles making up 68.74% of this figure [3] - The total number of motor vehicles registered in China has exceeded 30 million for 11 consecutive years, with a total vehicle count of 469 million and 559 million drivers reported in 2025 [3] - The 500 kV Pan-Nan low calorific value power plant has successfully connected to the grid, marking the first key power grid project completed during the 14th Five-Year Plan period in Guizhou, which is significant for optimizing the regional power grid structure [4] - Hunan province is enhancing the flexibility of its transportation energy system by improving power distribution networks and exploring new technologies for energy integration and storage [4] International News - Japan's regulatory body has launched an investigation into Chubu Electric Power Company regarding alleged data falsification related to seismic design at the Hamaoka Nuclear Power Plant [5] - U.S. natural gas futures prices have surged past $6 per million British thermal units for the first time since 2022, driven by a winter storm affecting much of the country [5] Company News - China Energy Construction Corporation reported a total contract signing of approximately 1.449 trillion yuan for the year, with a quarterly new contract amount of 456.609 billion yuan, reflecting a year-on-year growth of 2.88% [6]

【DT新材料】 获悉 ， 1月25日， 中国石油独山子石化公司 国产POE（聚烯烃弹性体）适应性改造项目取得重大进展。2025年生产POE产品近6万 吨，这标志着我国自主研发的气相法POE产品成功实现规模化生产，打破了国外企业长期技术封锁，为确保我国光伏、汽车等产业的供应链安全提供了 坚实保障。 轻量化材料 · 纤维及复合材料: 碳纤维/玻纤/芳纶/超高分子量聚乙烯/聚酰亚胺/陶瓷纤 维增强树脂基复合材料、碳/碳复合材料等 · 工程塑料及橡胶弹性体:聚醚醚酮、聚醚酮酮、液晶聚合物、聚酰亚胺、 聚苯硫醚、聚苯醚、聚甲醛、尼龙、聚碳酸酯、聚氨酯、弹性体及橡胶等 · 发泡材料: 发泡聚烯烃、发泡聚工程塑料、发泡弹性体等 · 金属材料: 镁/铝/钛/锂合金等 · 3D打印材料 功能化材料 · 光电材料:环状聚烯烃、液晶聚合物、聚酰亚胺、电致变色/发光、量子 点、钙钛矿、二维材料等 · 热防护材料：气凝胶、碳/碳复合材料、陶瓷基复合材料、超高温陶瓷、高 温合金、涂层、特种石墨、玻璃棉、纤维毡等 · 导热材料: 金刚石/碳化硅金属复材、导热塑料、导热胶/膜/垫片、高导热 圈登录 · 导电材料:碳基材料、导电聚合物、透明导 ...

（科技日报 潘宇菲 操秀英 何沛苁）责任编辑：李梦一 相关稿件： 光伏组件、汽车轻量化部件刚需的POE（聚烯烃弹性体），进口依存度曾超95%。这一局面终于被打 破！中国石油旗下独山子石化公司2025年共生产POE产品近6万吨，标志着国内首创POE气相聚合工艺 实现工业化量产与规模化供应。详情点击视频！ ...

Market Overview - On January 26, A-shares saw a collective decline with the Shanghai Composite Index down 0.09%, Shenzhen Component down 0.85%, and ChiNext down 0.91%. The total market turnover approached 3.3 trillion yuan, an increase of nearly 200 billion yuan compared to the previous trading day [2] - Despite the overall decline, over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up. The precious metals, mining, jewelry, and minor metals sectors performed well, while aerospace, computer equipment, electronic chemicals, electrical machinery, auto parts, semiconductors, and communication equipment sectors faced significant declines [2] Market Sentiment and Fund Flows - There was a notable outflow from broad-based ETFs, with a cumulative net outflow of approximately 450 billion yuan over the past two weeks. The outflow from broad-based ETFs exceeded 570 billion yuan, with over 320 billion yuan net outflow from the CSI 300-related ETFs [6] - The US dollar index experienced a significant drop, falling below 97, which heightened risk-averse sentiment among investors. This led to a surge in international spot gold prices, which surpassed 5,000 USD per ounce for the first time [7] Sector Performance - The banking and insurance sectors showed strength, with the insurance index rising over 2%, and notable gains from companies like New China Life Insurance and Ningbo Bank [9] - The oil and gas sector saw significant gains, with China National Offshore Oil Corporation rising over 5% and both China Petroleum and China Petrochemical rising over 4%. This was influenced by a winter storm in the US that caused natural gas prices to spike [11] Company-Specific News - Yanghe Distillery's stock price fell sharply following a poor earnings forecast for 2025, projecting a net profit of 2.116 to 2.524 billion yuan, a decline of 62.18% to 68.30% compared to the previous year [12][13] - The company also revised its dividend policy, reducing the expected cash dividend from over 7 billion yuan to approximately 2 billion yuan due to the anticipated drop in earnings, which has raised concerns among investors about the sustainability of dividends [15]