Main points:
We believe that the investment strategy of the chemical industry is to invest in systematic innovation and low-cost expansion. The next industrial pattern of chemical industry depends on talent competition. The chemical industry has changed from a simple capital intensive industry to a talent and capital intensive industry. The latecomers can’t surpass the capital and can only stare at the latecomers. Therefore, the periodicity of the chemical industry becomes weaker. With effective incentives, excellent management and continuous innovation, excellent companies have created unshakable advantages in technology iteration, low cost and efficient service, and have conquered cities and occupied land in the global market.
The National Energy Administration issued the guidance on energy work in 2022, highlighting supply guarantee, transformation and efficiency enhancement.
On March 29, the National Energy Administration issued a notice on printing and distributing the guiding opinions on energy work in 2022. The notice proposes: (1) enhance the supply guarantee capacity. China’s total energy production reached about 4.41 billion tons of standard coal, about 200 million tons of crude oil and about 214 billion cubic meters of natural gas. We will ensure an adequate supply of electricity, with an installed capacity of about 2.6 billion kilowatts and a power generation capacity of about 9.07 trillion kwh. We will increase the peak power generation capacity by more than 80 million kilowatts, and the transmission capacity of the “west to East power transmission” will reach about 290 million kilowatts. (2) Steadily promote structural transformation. The proportion of coal consumption decreased steadily, the proportion of non fossil energy in the total energy consumption increased to about 17.3%, the replacement power of new electric energy was about 180 billion kwh, and the power generation of wind power and photovoltaic power accounted for about 12.2% of the power consumption of the whole society. (3) Focus on improving quality and efficiency. The target of energy consumption intensity shall be comprehensively considered during the 14th Five Year Plan period, with appropriate flexibility. The average utilization hours of cross regional transmission channels are in a reasonable range, and the utilization rate of wind power and photovoltaic power generation continues to maintain a reasonable level.
The Chinese Academy of Engineering issued the strategy and path of carbon neutralization for China’s carbon peak, and China is expected to reach the peak in 2027.
On March 31, the Chinese Academy of Engineering issued the strategy and path of China’s carbon peaking and carbon neutralization, proposing that China’s carbon dioxide emissions are expected to reach the peak around 2027, with the peak controlled at about 12.2 billion tons. On this basis, we will promote the fundamental transformation of the development model and achieve carbon neutrality by 2060. The specific contents of the report include eight strategies, seven paths and three suggestions.
(1) eight strategies: the strategy of giving priority to conservation, adhering to the concept that energy conservation is the first energy, and constantly improving the energy efficiency of the whole society; Energy security strategy, do a good job in the emergency response of fossil energy, properly deal with the instability of new energy supply, and prevent the risk of external dependence of oil and gas and key minerals; Non fossil energy substitution strategy: continuously increase the proportion of non fossil energy on the basis of safe, reliable and gradual substitution of new energy for traditional energy; The re electrification strategy focuses on the substitution of electric energy and the development of electric raw materials and fuels, and vigorously improves the electrification level of key departments; Resource recycling strategy, accelerate the upgrading and transformation of traditional industries and business process reengineering, and realize multi-level recycling of resources; Carbon sequestration strategy, adhere to the combination of ecological carbon absorption and artificial carbon use, enhance the carbon sequestration capacity of ecosystem, and promote the research and development of carbon removal technology; Digital strategy, comprehensively promote digital carbon reduction and carbon management, and help the green transformation of production and life; International cooperation strategy, the responsibility of a major country in building a community with a shared future for mankind, and greater efforts to deepen international cooperation.
(2) seven paths: first, improve the quality and efficiency of economic development and take the optimization and upgrading of industrial structure as an important means to decouple economic development from carbon emissions; Second, building a clean, low-carbon, safe and efficient energy system is the key and foundation to achieve carbon peak and carbon neutralization; Third, accelerate the construction of a new power system with new energy as the main body, and safely and steadily realize the net zero emission of the power industry; Fourth, with electrification and deep decarbonization technology as the support, promote the orderly peak and gradual neutralization of the industrial sector; Fifth, realize the low-carbon transformation of transportation tools through high-proportion electrification, and promote the transportation sector to achieve peak carbon and carbon neutrality; Sixth, focus on breaking through the key technologies of green buildings to realize zero carbon emission of building electricity and heat; Seventh, devise strategies to provide technical support for carbon removal to achieve carbon neutralization in the “last kilometer”.
(3) three suggestions: first, maintain strategic concentration, do a good job in overall planning and coordination, adhere to the national “one game of chess” and promote carbon peak and carbon neutralization in an orderly manner on the premise of ensuring the orderly operation of economy and society and the security of energy and resources supply. Second, strengthen scientific and technological innovation to provide a strong driving force for achieving carbon peak and carbon neutralization. In particular, carbon neutralization must be supported by major breakthroughs in key technologies. Third, establish and improve the system and policy system to ensure the implementation of carbon peak and carbon neutralization tasks and measures. Accelerate the establishment of a total carbon emission control system, accelerate the construction of a mechanism for integrated planning, promotion and assessment of pollution and carbon reduction, and constantly improve the construction of capacity support and supervision system.
Industry maintenance:
[petrochemical sector]
Pure benzene: the production capacity under maintenance this week was 1.8684 million tons, an increase of 89000 tons over last week.
Toluene: the total capacity of 529000 tons under maintenance this week was the same as last week.
Propylene: the production capacity under maintenance this week was 9.21 million tons, an increase of Shanghai Pudong Development Bank Co.Ltd(600000) tons over last week.
Butadiene: the total capacity under maintenance this week is 900000 tons, an increase of 350000 tons over last week.
Isobutylene: there is no production capacity under maintenance this week, which is the same as last week.
Bisphenol A: the production capacity under maintenance this week was 240000 tons, the same as last week.
PX: the production capacity under maintenance this week was 4.735 million tons, an increase of 1.7 million tons over last week.
PTA: the production capacity under maintenance this week was 26.47 million tons, 2.45 million tons less than last week.
Acrylic acid: the production capacity under maintenance this week was 1.36 million tons, an increase of 980000 tons over last week.
Butyl acrylate: it is under maintenance this week, with a total capacity of 1.36 million tons, an increase of 860000 tons over last week.
Propylene oxide: the production capacity under maintenance this week was 1.51 million tons, the same as last week.
[coal chemical sector]
Ethylene glycol: the production capacity under maintenance this week was 9.438 million tons, the same as last week.
Acetic acid: the production capacity under maintenance this week was 7.26 million tons, the same as last week.
Acetic anhydride: the production capacity under maintenance this week was 310000 tons, the same as last week.
Adipic acid: the production capacity under maintenance this week was 985000 tons, an increase of 7 tons over last week.
DMF: the production capacity under maintenance this week is 70000 tons, the same as last week.
[polyurethane sector]
MDI: the production capacity under maintenance this week was 1.67 million tons, the same as last week.
TDI: the total production capacity under maintenance this week was 2.237 million tons, the same as last week.
[chemical fiber sector]
Polyester chip: the production capacity under maintenance this week was 100000 tons, the same as last week.
Polyester bottle chips: the production capacity under maintenance this week was 3.35 million tons, the same as last week.
Polyester staple fiber: the production capacity under maintenance this week was 3.1 million tons, an increase of 200000 tons over last week.
Polyester filament: the production capacity under maintenance this week was 144292 million tons, an increase of 511000 tons over last week.
Nylon slicing: there are 4 companies under maintenance this week, an increase of 1 over last week.
[pesticide and fertilizer sector]
Synthetic ammonia: a total of 70 companies were under maintenance this week, an increase of 2 over last week. Multi dimensional tracking of key companies [ Shandong Sinocera Functional Material Co.Ltd(300285) ]
Industry information:
According to the State Patent Office, Shandong Sinocera Functional Material Co.Ltd(300285) three new patents were published this week.
An electronic smog core; Cussz13 molecular sieve and preparation method thereof; The invention relates to a dielectric material for high frequency application and a preparation method thereof.
Price information:
The average price of titanium dioxide (rutile, China) this week was 19800 yuan / ton, up 0.41% month on month, with a historical quantile of 73%; The price difference of rutile titanium dioxide this week is 19800 yuan / ton, with a historical quantile of 100%.
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 309
Industry information:
According to Baichuan Yingfu, the situation of MDI device has not changed this week and continues the situation of last week: Wanhua baoside, which is in shutdown due to force majeure, has resumed the operation of its 350000 T / a MDI device. In addition, the 400000 T / a MDI unit of Ningbo Wanhua phase I started shutdown and maintenance on November 27, and gradually recovered in the near future; Phase II 800000 T / a equipment will be shut down for maintenance on December 11, and the maintenance is expected to take 45 days.
MDI: the production capacity under maintenance this week was 1.67 million tons, the same as last week. According to Baichuan Yingfu, all manufacturers have no new maintenance plan this week.
According to the State Patent Office, Wanhua Chemical Group Co.Ltd(600309) this week, 68 new patents were opened. The invention relates to a closed polyisocyanate composition and a preparation method and application thereof; A treatment method of MDI production tail gas; The invention relates to a silane modified polylactic acid and a preparation method and application thereof; The invention relates to a triazine group modified macroporous resin and a preparation method thereof; The invention relates to a room temperature quick drying epoxy curing agent dispersion, a preparation method and application thereof; The invention relates to a post crosslinked polymer adsorbent and a preparation method thereof; The invention relates to a low-density thermoplastic polyurethane elastomer particle for a plastic runway and a product thereof; The invention relates to a method for preparing n ethyl l menthyl formamide by configuration inversion of N ethyl new menthyl formamide; The invention relates to a flame retardant masterbatch and an aromatic polymer composition containing the masterbatch; The invention relates to a halogen-free flame retardant polypropylene material and a preparation method thereof; The invention relates to a device system and a method for continuously producing alkoxypropane; The invention relates to a monodentate phosphine ligand and a hydroformylation catalyst, and a method for preparing linear aldehyde by hydroformylation of olefins; A preparation method of 3 methyl 1,5 pentanediol; A new nylon material, a preparation method and its application in 3D printing; The invention relates to an anchoring agent and a preparation method and application thereof; The invention relates to a zirconium catalyst based on steel slag and a preparation method thereof, and its application in the preparation of 1,4 butanediol and isobutylene aldehyde; The invention relates to a marking powder and a preparation method and application thereof, a high-strength PC alloy suitable for laser marking and a preparation method thereof; The invention relates to a polysiloxane with a phenolic end group and a preparation method thereof; A building primer emulsion and its preparation method and application; The invention relates to a polyacetal composition and a preparation method and application thereof;
The invention relates to a solid acid catalyst for preparing acetal / ketone and a preparation method and application thereof; The invention relates to a separation method and device of carbonyl synthesis tail gas; The invention relates to a polishing layer of a chemical mechanical polishing pad and a preparation method thereof; The invention relates to an automatic control method for coke burning of an ethylene cracking furnace, a storage medium and an electronic device; A method for preparing Neroli alcohol from geraniol; The invention relates to a waterborne antibacterial coating and a preparation method thereof; The invention relates to a lithium ion battery cathode material and a preparation method thereof, a cathode and a lithium ion battery; A continuous production process and system for waterborne acrylic resin emulsion; The invention relates to a nylon material with low temperature resistance and high wear resistance and a preparation method and application thereof; The invention relates to a polyurethane microporous elastomer and a preparation method and application thereof; The invention relates to a silicon wafer thinning device and a thinning processing technology for monocrystalline silicon wafer; A preparation method of 3 methyl 2 butene 1 aldehyde; The invention relates to a supported porous metal organic Pd catalyst and a preparation method and application thereof;
The invention relates to an alkali washing tower butter inhibitor and a preparation method thereof; A method for preparing colorless polyisocyanate composition; A method for preparing taurine;
The invention relates to a method for preparing taurine from sodium hydroxyethyl sulfonate; The invention relates to a modified alicyclic amine curing agent and a preparation method thereof; The invention relates to a preparation method of polar polymer coal water slurry additive and a method for separating residual carbon; The invention relates to a method for preparing high-purity Neroli alcohol and geranal by hydrogenating citral; The invention relates to a preparation method of sodium methyltaurine; Aniline doped modified polyvinylidene chloride two emulsion and preparation method and application thereof; A catalyst composition for reducing the proportion of normal isomerism in the product of hydroformylation of olefins to prepare aldehydes; An analysis and evaluation method of polyether polyol; The invention relates to a catalyst and its application in the preparation of 2,2,6,6 tetramethyl4 piperidone; A preparation method of biological acrolein; A continuous preparation method of 3 methyl 3 butene 1 alcohol; The invention relates to a dimethyl benzyl alcohol hydrogenolysis catalyst and a preparation method thereof; The invention relates to a polyurethane open cell hard foam composition, a preparation method and application; The invention relates to a diphenylmethane diisocyanate composition, an isocyanate prepolymer and a polyurethane elastomer; The invention relates to a polyurethane polyurea aqueous dispersion and a preparation method and application thereof; The invention relates to a catalyst, a preparation method thereof and its application in olefin isomerization reaction; The invention relates to a continuous dispersion system for preparing waterborne polyurethane dispersion and its continuous dispersion process and application; A silicone acrylic emulsion and its preparation method and application; The invention relates to a polyisocyanate composition, a preparation method thereof and a coating composition; The invention relates to a preparation method of polyurea polyol that can release carbon dioxide; The invention relates to an adhesive, an ecological sector prepared by the adhesive and a sector preparation method; The invention relates to a preparation method of acrylic emulsion, acrylic emulsion and its application. The invention relates to a modified polyisoprene and a preparation method thereof and an acrylate resin dispersion prepared therefrom; The invention relates to an organic waste gas adsorbent, a preparation method thereof and an organic waste gas treatment method; Method for selectively hydrogenating diene ketone with ruthenium complex; The invention relates to a chemical cleaning agent for the scale of isocyanate heat exchanger, a preparation method and application thereof; The invention relates to a vegetable oil-based fluorinated hydroxyl resin and a preparation method and application thereof; The invention relates to a catalytic cracking catalyst and a preparation method and application thereof; The invention relates to a method and device for producing isododecane and co producing Triisobutylene by oligomerization and hydrogenation of isobutene; The invention relates to a flame retardant silane modified polyether resin and a preparation method and application thereof; The invention relates to a polypropylene composite material with obvious pearlescent effect and a preparation method and application thereof; The invention relates to a rhombic taurine crystal and a preparation method thereof.
Risk tips
Policy disturbance; Technology diffusion; Breakthroughs in new technologies; Global intellectual property disputes; Global trade disputes; The tightening of carbon emissions brings the risk of catching up with production capacity; Risk of sharp decline in oil prices; The risk of a sharp economic downturn.
