中证报中证网讯（记者 刘丽靓）近日，由天辰公司总承包的内蒙古恒坤LNG（液化天然气）项目完成 储罐基础顶板浇筑，为项目稳步推进奠定了坚实基础。本次浇筑的顶板直径30.6米、厚度0.9米，支模高 度自筏板顶面至顶板底面3.15米，包含286处埋件，浇筑体积约650立方米。 内蒙古恒坤LNG项目是内蒙古能源实现煤炭就地转化、打造循环产业链的重要项目，一、二期项目全 部建成投产后，预计实现年产值35亿元。项目的实施将促进当地及周边煤炭资源合理利用，加快资源转 化，延长产业链条，达到经济、社会和环境效益的有机统一。 ...

近日，中国化学工程集团旗下中国天辰工程有限公司（以下简称"中国化学天辰"）正式收到沙特基础工 业公司（沙比克）环氧乙烷催化剂项目授标函，成功与阿拉伯石化公司（PETROKEMYA）达成再度合 作，拿下公司在沙特的首个催化剂项目，这也是双方自2015年以来的第九次携手，为中沙石化产业深度 合作再添新硕果。 据悉，本次新建项目定位高端石化核心材料制造，拟建设年产4000吨环氧乙烷催化剂生产装置，核心涵 盖催化剂载体冲洗、催化剂载体干燥、成型、活化等多套关键生产装置，同时配套建设公用工程及辅助 设施，全面满足催化剂规模化、精细化生产需求。项目建成后，将实现环氧乙烷催化剂的本地化、规模 化生产，填补沙特在该高端核心材料领域的产能空白。 环氧乙烷催化剂作为环氧乙烷产业链的"心脏"，是石化领域高端技术的核心载体，其性能直接决定环氧 乙烷生产装置的生产效率、产品纯度、能耗水平及环保指标，更是衡量一个国家石化产业高端制造能力 与创新水平的重要标志。目前，环氧乙烷广泛应用于纺织、医药、日化、能源等多个关键领域，其催化 剂的自主化生产对产业高质量发展具有决定性作用。 此次成功中标，离不开中国化学天辰深厚的技术积淀与丰富的项目经验 ...

2月24日，中国化学涨5.05%，截至发稿，报8.73元/股，成交13.01亿元，换手率2.48%，总市值533.11亿 元。 资料显示，中国化学工程股份有限公司位于北京市东城区东直门内大街2号，成立日期2008年9月23日， 上市日期2010年1月7日，公司主营业务涉及工程承包;勘察、设计及服务;其他业务。主营业务收入构成 为：化学工程82.74%，基础设施10.08%，实业5.34%，现代服务业0.89%，环境治理0.56%，其他(补 充)0.39%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓中国化学。博时中证基建工程指数发起式A（020323）四季度减 持6.03万股，持有股数12.17万股，占基金净值比例为4.18%，位居第八大重仓股。根据测算，今日浮盈 赚取约5.11万元。 博时中证基建工程指数发起式A（020323）成立日期2024年3月19日，最新规模1410.93万。今年以来收 益2.84%，同类排名3385/5580；近一年收益8.98%，同类排名3680/4297；成立以来收益12.79%。 博时中证基建工程指数发起式A（020323）基金经理为王祥。 截至发稿，王祥累计任 ...

建筑装饰 2026 年 02 月 23 日 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究支持 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 A0230523080003 tangmeng@swsresearch.com 推动投资止跌回稳，关注节后开复工效果 看好 ——申万宏源建筑双周报（20260209-20260222） 本期投资提示： 行 业 及 产 业 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 - ⚫ 一周板块回顾：板块表现方面，SW 建筑装饰指数+0.37%，沪深 300 指 数+0.36%，相对收益为+0.01pct。双周涨幅最大的三个子行业分别为专 业工程（+2.47%）、生态园林（+1.99%）、设计咨询（+1 ...

根据国家统计局数据显示：2025年12月中国化学农药原药(折有效成分100％)产量为33.8万吨，同比下降 0.3%；2025年1-12月中国化学农药原药(折有效成分100％)累计产量为411.7万吨，累计增长8.7%。 2020-2025年中国化学农药原药(折有效成分100％)产量统计图 上市企业：扬农化工（600486）,安道麦Ａ（000553）,先达股份（603086）,ST红太阳（000525）,诺普 信（002215）,利尔化学（002258）,润丰股份（301035）,新安股份（600596） 相关报告：智研咨询发布的《2026-2032年中国农药行业市场全景调研及前景战略研判报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

中新网兰州2月18日电 (王牧雨)新春时节，甘肃平凉一家苹果汁生产企业里，一批特殊的发酵菌剂正在 实验室接受最后调试。它们来自新疆石河子大学的科研团队，目标是替代企业使用了多年的进口菌剂。 "原来的供应商产品升级后，不仅价格涨了，口感也不对劲。"该企业负责人没想到，最终帮他们解决难 题的，不是东部的科创高地，而是甘肃本地一家成立仅三年的科技服务公司——甘肃科技集团启迪绿色 科技。 这家"科创技术中介"的平台型企业，正在尝试一种全新的跨区域协同模式：与山东济南联动挂牌设 立"甘肃飞地"科创平台，让黄河流域九省区的创新资源沿着一条看不见的"飞地走廊"自由流动。 2022年成立的启迪绿色科技公司，是甘肃科技集团与清华启迪控股合资的科创服务平台。公司副总经理 付燕说，公司的初衷很简单：把高校院所锁在柜子里的科技成果，送到中小企业的车间里去。 三年下来，该公司依托甘肃科技集团的大平台体系，已在甘肃12个市州、38个县区织起一张科创服务 网，累计对接走访500余家企业技术需求，为100余家企业提供了科创服务。甘肃高校资源虽丰，与产业 需求之间仍隔着一条河。"企业想找高人，高人接触不到企业。"付燕说，2025年9月，公司借 ...

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 - China Chemical announced a total of 593 signed projects with a contract value of 36.925 billion yuan for January 2026, indicating strong growth in the chemical engineering sector [2]. Group 1: Project Overview - In 2025, China Chemical achieved a record total of 4,760 signed projects with a total contract value of 403.662 billion yuan, up from 366.940 billion yuan in 2024 [2]. - The domestic contract value was 279.145 billion yuan, while the overseas contract value reached 124.517 billion yuan [2]. - The company reported sales of 10.578 billion yuan in industrial and new materials [2]. Group 2: Major Contracts - Significant contracts exceeding 500 million yuan include 10 major projects, such as: - 1.3294 billion yuan for the green hydrogen biomass coupling green methanol project by Jiyuan (Siping) Green Energy Co., Ltd. [2]. - 1.2005 billion yuan for the bioenzyme catalysis new materials project by Yongnong Biological Science Co., Ltd. [2]. - 816 million yuan for the smart hydrogen energy industrial park project by Xinjiang Zhuofite Hydrogen Energy Technology Co., Ltd. [2]. - 700.1 million yuan for the coal-based high-end new materials project by Ningxia Carbon New Science and Technology Co., Ltd. [2]. - 520 million yuan for the environmental upgrade and efficiency enhancement project by Sichuan Yongying New Materials Co., Ltd. [2]. Group 3: Notable Projects in Chemical New Materials - In 2025, there were 115 major projects with contracts exceeding 500 million yuan, including 54 in the chemical new materials sector [3]. - Notable projects include: - The Nigeria MIPL fertilizer project EPC contract valued at 15.165 billion yuan [3]. - The Namibia Haifen green hydrogen (green ammonia) project valued at 14.345 billion yuan, which is set to become the world's largest green ammonia project with an annual production capacity of 2.4 million tons by 2029 [3].

Group 1 - Pei Mingshan appointed as Deputy Secretary and Director of China Railway Construction Group Co., Ltd., nominated as candidate for General Manager, relieved of his position as a member of the Standing Committee of China Communications Construction Group Co., Ltd., and no longer serves as Deputy General Manager of China Communications Construction Group Co., Ltd. [2][14] - Hou Xiao appointed as Deputy Secretary and Director of China Guoxin Holdings Co., Ltd., nominated as candidate for General Manager [3][15] - Dong Baoliang appointed as Deputy Secretary and Director of China Railway Signal and Communication Group Co., Ltd., nominated as candidate for General Manager, and no longer serves as an external director of China Automotive Technology Research Center Co., Ltd. [4][16] Group 2 - Zheng Weili appointed as a member of the Standing Committee of China Coal Technology and Engineering Group Co., Ltd., nominated as candidate for Chief Accountant [5][17] - Zhang Deyong appointed as a member of the Standing Committee of China Electrical Equipment Group Co., Ltd., nominated as candidate for Chief Accountant [6][18] - Qu Xiaoli appointed as a member of the Standing Committee of China CNR Corporation Limited, relieved of his position as a member of the Standing Committee of China National Building Material Group Corporation, and no longer serves as Deputy General Manager of China National Building Material Group Corporation [7][19] Group 3 - Hu Naimin relieved of his position as a member of the Standing Committee of China Energy Conservation and Environmental Protection Group Co., Ltd., no longer serves as Deputy General Manager, and is retiring [8][20] - Ma Shizhi relieved of his position as a member of the Standing Committee of China Coal Energy Group Co., Ltd., no longer serves as Deputy General Manager, and is retiring [9][21] - Wu Xiangong relieved of his position as a member of the Standing Committee of China Chemical Engineering Group Co., Ltd., and is retiring [10][22] Group 4 - Wang Shiqi relieved of his positions as Deputy Secretary and member of the Standing Committee of China Railway Engineering Group Co., Ltd., and is retiring [11][23] - Sun Lixia relieved of her positions as a member of the Standing Committee and Secretary of the Discipline Inspection Commission of China Poly Group Co., Ltd., and is retiring [12][24]

Group 1 - The State-owned Assets Supervision and Administration Commission announced personnel changes for 14 central enterprises, including leadership appointments and removals [1][2][3][4][5][6][7][8][9][10][11] - Pei Mingshan was appointed as the Deputy Secretary and Director of China Railway Construction Corporation Limited, nominated as the candidate for General Manager [1] - Hou Xiao was appointed as the Deputy Secretary and Director of China National New Group Corporation, nominated as the candidate for General Manager [2] - Dong Baoliang was appointed as the Deputy Secretary and Director of China Railway Signal and Communication Group, nominated as the candidate for General Manager [3] - Zheng Weili was appointed as a member of the Standing Committee of China Coal Technology and Engineering Group, nominated as the candidate for Chief Accountant [4] - Zhang Deyong was appointed as a member of the Standing Committee of China Electrical Equipment Group, nominated as the candidate for Chief Accountant [5] - Qu Xiaoli was appointed as a member of the Standing Committee of China CNR Corporation Limited, removed from the Standing Committee of China National Building Material Group [6] - Hu Naimin was removed from the Standing Committee of China Energy Conservation and Environmental Protection Group and retired [7] - Ma Shizhi was removed from the Standing Committee of China Coal Energy Group and retired [8] - Wu Xiangong was removed from the Standing Committee of China Chemical Engineering Group and retired [9] - Wang Shiqi was removed from the Deputy Secretary and Standing Committee of China Railway Engineering Group and retired [10] - Sun Lixia was removed from the Standing Committee and Discipline Inspection Commission of China Poly Group and retired [11]