δÀ´Ê®ÄêÊÀ½çʯÓÍ»¯Ñ§¹¤Òµ·¢Õ¹Ç÷ÊƺÍÖйú´´Ð·¢Õ¹»úÓö-¿ç¹ú¹«Ë¾¿´ÖйúʯÓͺͻ¯Ñ§¹¤ÒµµÄδÀ´

¿ÎÌâ×éÃûµ¥
Ñо¿±¨¸æ
Ò»¡¢Î´À´Ê®ÄêÊÀ½çʯ»¯²úÒµ·¢Õ¹µÄÐÂÇ÷ÊÆ/ 6ÐÂÇ÷ÊÆÖ®Ò»£ºÐÂÐËÊг¡¿ìËÙáÈÆðÍƶ¯È«Çòʯ»¯Ïû·ÑÊг¡³ÖÐøÔö³¤/ 7
ÐÂÇ÷ÊÆÖ®¶þ£ºÔ­Á϶àÔª»¯½ø³Ì¼Ó¿ìÍƶ¯È«ÇòÄÜÔ´Ô­ÁϽṹ·¢ÉúÖØ´ó±ä»¯/ 9
ÐÂÇ÷ÊÆÖ®Èý£º¸ß¶Ë»¯¡¢²îÒ컯ÉîÈë·¢Õ¹Íƶ¯²úÒµ³ÖÐøÏò¼ÛÖµÁ´¸ß¶ËÑÓÉì/ 13
ÐÂÇ÷ÊÆÖ®ËÄ£º°²È«»·±£Ô¼ÊøÈÕÇ÷Ç¿»¯ÂÌÉ«µÍ̼³ÉΪÐÐÒµ·¢Õ¹µÄз½Ïò/ 16
ÐÂÇ÷ÊÆÖ®Î壺ȫÇò¾­¼ÃÒ»Ì廯ÓëÇøÓòóÒ×±ãÀû»¯½»Ö¯·¢Õ¹Ê¯»¯²úÆ·¹ú¼ÊóÒ׵IJ»È·¶¨ÐÔ½øÒ»²½Ôö¼Ó/ 18¶þ¡¢Î´À´Ê®ÄêÖйúʯ»¯²úÒµÃæÁÙµÄÌôÕ½/ 21£¨Ò»£©²úÒµ²ã´Î²»¸ß´ó×Ú»ù´¡ÐÔ²úÆ·¹ýʣì¶ÜÍ»³ö/ 22
£¨¶þ£©´´ÐÂÌåϵ²»ÍêÉƼ¼Êõ´´ÐÂÄÜÁ¦Ø½´ýÌáÉý/ 23
£¨Èý£©×ÊÔ´Ô¼Êø½øÒ»²½¼Ó´óÉú²úÒªËسɱ¾ÅÊÉý/ 24
£¨ËÄ£©°²È«»·±£Ñ¹Á¦³ÖÐøÔö´óÐÐÒµÐÎÏóؽÐè¸Ä½ø/ 25
£¨Î壩Êг¡ÌåÖÆ»úÖƲ»ÍêÉÆÕþ¸®ºê¹Û¹ÜÀí´æÔÚԽλ¡¢È±Î»¡¢²»µ½Î»ÏÖÏó/ 26Èý¡¢Î´À´Ê®ÄêÖйúʯ»¯²úÒµ·¢Õ¹ÃæÁÙµÄлúÓö/ 28£¨Ò»£©ÖйúÈË¿Ú³ÖÐøÔö³¤Ïû·Ñˮƽ²»¶ÏÌá¸ß/ 29£¨¶þ£©³ÇÕò»¯ÉîÈëÍƽøÀ­¶¯ÖйúÄÚÐèÊг¡³ÖÐøÓÅ»¯Éý¼¶/ 29£¨Èý£©¹¤Òµ»¯½ø³Ì¼Ó¿ìΪ»¯¹¤²ÄÁϺͲúÆ·´´ÔìÁËеĸü´ó·¢Õ¹
¿Õ¼ä/ 30
£¨ËÄ£©Å©ÒµÏÖ´ú»¯Íƶ¯Å©Òµ·¢Õ¹·½Ê½¼Ó¿ìת±äΪũҩ¡¢»¯·ÊµÈ»¯¹¤²úÒµ´´ÔìÁËеķ¢Õ¹¿Õ¼ä/ 31
£¨Î壩ȫÃæÉ¾­¼ÃÌåÖƸĸïΪʯ»¯²úÒµ·¢Õ¹×¢ÈëÁËеĶ¯Á¦ºÍ»îÁ¦/ 32
£¨Áù£©È«Çò¾­¼ÃÒ»Ì廯ÉîÈëÍƽøΪÖйúʯ»¯²úÒµÌṩÁ˸ü¼Ó¹ãÀ«µÄ¹ú¼Ê·¢Õ¹¿Õ¼ä/ 32ËÄ¡¢Öйúʯ»¯²úҵδÀ´Ê®Äê·¢Õ¹µÄ·½ÏòºÍÖصã/ 34£¨Ò»£©»ý¼«Íƽø¼¼Êõ´´ÐÂÌåϵ½¨ÉèÌá¸ßÆóÒµµÄ¼¼Êõ´´ÐÂÄÜÁ¦/ 35
£¨¶þ£©Íƽø´ó×Úʯ»¯²úÆ·²úÒµÓÅ»¯Éý¼¶½øÒ»²½Ìá¸ß²úÒµ¾ºÕùÓÅÊÆ/ 37
£¨Èý£©´óÁ¦ÅàÓýÐÂÐ˲úҵŬÁ¦Íƽøʯ»¯²úÒµµÄ¸ß¶Ë»¯¡¢²îÒ컯ºÍÂÌÉ«·¢Õ¹/ 40
£¨ËÄ£©×ÅÑÛÓÚÇ°Ñؼ¼Êõ¿ªÕ¹Ñз¢×öºÃʯ»¯²úÒµ¿É³ÖÐø·¢Õ¹µÄ¼¼Êõ´¢±¸/ 46Îå¡¢Õþ²ß½¨Òé/ 49£¨Ò»£©ÓªÔì¸ü¼Ó¹«Æ½¹«ÕýµÄÊг¡»·¾³/ 50
£¨¶þ£©Ôö¼ÓÕþ²ßµÄ͸Ã÷¶È¼°Îȶ¨ÐÔ/ 51
£¨Èý£©¼ÓÇ¿·¨ÖÆ·¨¹æµÄÖ´ÐÐÁ¦¶È/ 52
£¨ËÄ£©Å¬Á¦ÌáÉý»¯¹¤ÐÐÒµÉç»áÐÎÏó/ 52
£¨Î壩¼Óǿ֪ʶ²úȨ±£»¤/ 53
£¨Áù£©·¢»ÓÐÐҵЭ»áµÄÖØÒª×÷ÓÃ/ 54·Ã̸¼­Òª
¢¡.°Í˹·òÅ·ÖÞ¹«Ë¾Ö´Ðж­Ê»áÖ÷ϯ²©¿­´È²©Ê¿(kurt bock)¡¢ÌÕÊÏ»¯Ñ§¹«Ë¾¶­Ê³¤¼æÊ×ϯִÐйÙÀûΰ³Ï(andrew liveris)ÖØÒª¹Ûµã¼­Òª/ 59
¢¢.½ô¸ú´óÇ÷ÊÆÓ­½ÓδÀ´Ê®ÄêµÄÖйú»úÓö¡ª¡ª°Ý¶ú²ÄÁϿƼ¼ÖйúÇø¼æÑÇÌ«Çø×ܲÃÃç²®ÀÖ(wolfgang miebach)¹Ûµã¼­Òª/ 62
¢£.±ä¸ïÖÐÑ°Çó¸ü´óµÄ¾ºÕùÁ¦¡ª¡ªÈûÀ­Äá˹ÑÇÖÞÊÂÎñ¸ß¼¶¸±×ܲÃÅ·²©Àñ£¨mark oberle£©¹Ûµã¼­Òª/ 68
¢¤.´´ÐÂÕ½ÂÔÇý¶¯¿É³ÖÐøÔö³¤¡ª¡ªÓ®´´Ê×ϯ´´Ð¹ÙÄôÅåµÂ£¨peter nagler£©²©Ê¿£¬Ó®´´¸ß¼¶¸±×ܲá¢Í¿ÁÏÓëÌí¼Ó¼ÁÒµÎñ²¿ÑÇÌ«Çø×ܾ­ÀíºéÖв©Ê¿¹Ûµã¼­Òª/ 73
¢¥.¸÷·½Ð­Á¦ÖÂÁ¦ÓÚ²úÒµ½á¹¹ÓÅ»¯¡ª¡ªÈÕ±¾Ê¯ÓÍ»¯Ñ§¹¤Òµ»¯½â²úÄܹýÊ£µÄ¶Ô²ßºÍ¾­Ñé/ 84
¢¦.רע´´ÐÂÓë׿ԽÔËÓª¡ª¡ªË÷¶ûάͶ×ÊÓÐÏÞ¹«Ë¾´óÖлªÇø×ܲÃÖìÃúÔÀ¹Ûµã¼­Òª/ 90
¢§.»¯¹¤Ã³Ò×£¬¿ÉÒÔ¸ü¿ª·Å¡ª¡ªÌÕÊÏ»¯Ñ§¹«Ë¾¹ú¼ÊÕþ¸®ÊÂÎñ×ܼàÅíÄþ¿Æ¹Ûµã¼­Òª/ 97
¢¨.ÌÕÊÏ»¯Ñ§µÄתÐÍ֮·/ 101



research group list

research report

1.new trend of the global petroleum & chemical industry in the next 10 years/ 6

trend no.1£ºthe rapid rise of emerging markets will encourage the continued rapid growth of the global petroleum & chemical consumer market/ 7
trend no.2£ºthe diversification of raw materials will accelerate£¬promoting global energy and raw materials structures to change significantly/ 9
trend no.3£ºhighend and differentiated developments will deepen£¬extending the industry to the highend value chain continuously/ 12
trend no.4£ºthe increasing strictness of safety and environmental constraints will make green lowcarbon a new direction for the industry development/ 14
trend no.5£ºintertwined development of global economic integration and regional trade facilitation will increase the uncertainty of petroleum & chemical products in international trade/ 16

2.challenges to china¡¯s petroleum & chemical industry in the next 10 years/ 18

£¨a£©a relatively low industrial level and outstanding surplus as a contradiction to the bulk of basic products/ 19
£¨b£©an imperfect innovation system and the urgent need to enhance the capacity for technological innovation/ 20
£¨c£©further aggravated resource constraints and the increasing costs of production factors/ 21
£¨d£©the continuously increasing pressures of safety and environmental responsibility£¬together with the urgent need to improve the industry¡¯s image/ 22
£¨e£©an imperfect market institutional mechanism and improper macromanagement by the government/ 23

3.new opportunities of china¡¯s petroleum & chemical industry in the next 10 years/ 24

£¨a£©china¡¯s population will continue to grow£¬and the consumption level will constantly improve/ 25
£¨b£©urbanization will be further promoted£¬stimulating china¡¯s domesticdemand market to continue optimizing and upgrading/ 25
£¨c£©the process of industrialization will accelerate£¬providing a larger platform for the development of chemical materials and products/ 26
£¨d£©agricultural modernization will accelerate the transformation of the agricultural development mode£¬creating a new development space for pesticides£¬fertilizers and other chemical industry products/ 27
£¨e£©economic reform will deepen comprehensively£¬injecting new impetus and vigor into the petroleum & chemical industry¡¯s development/ 28
£¨f£©global economic integration will be further promoted£¬providing a broader international development space for china¡¯s petroleum & chemical industry/ 28

4.the development direction and priority of china¡¯s petroleum & chemical industry in the next 10 years/ 30

£¨a£©actively promote the system of technological innovation and improve the technological innovation capacity of enterprises/ 31
£¨b£©promote the optimization and upgrading of the bulk of petroleum & chemical products£¬and spur the industry to further enhance industrial competitiveness/ 32
£¨c£©cultivate new industries in order to promote highend£¬differentiated, green development of the petroleum & chemical industry/ 35
£¨d£©focus on cuttingedge technology to prepare for the sustainable development of the petroleum & chemical industry/ 40

5.policy recommendations/ 42

£¨a£©create a fair and equitable market environment/ 43
£¨b£©increase the transparency and stability of policy/ 44
£¨c£©strengthen the enforcement of laws and regulations/ 44
£¨d£©endeavor to improve the social image of the chemical industry/ 45
£¨e£©strengthen the protection of intellectual property/ 46
£¨f£©make good use of industry associations/ 46

interview summaries

¢¡.viewpoints summary of kurt bock£¬chairman of executive directors board of basf se, and andrew liveris£¬chairman and ceo of dow chemical company/ 51
¢¢.bms china strategy£ºfollow current trends to grasp opportunities in next decade¡ªviewpoints summary of wolfgang miebach£¬president of bayer materialscience china/apac/ 54
¢£.seeking for greater competitiveness in innovation¡ªviewpoints summary of mark oberle£¬senior vice president of celanese/ 61
¢¤.sustainable growth through strategic innovation¡ªviewpoints summary of dr.peter nagler£¬chief innovation officer of evonik industries ag£¬and dr.hong zhong£¬senior vice president & general manager, coatings & additives, asia pacific, evonik industries/ 64
¢¥.strategies and experiences of japanese petrochemical industry to resolve overcapacity/ 72
¢¦.focusing on innovation and operational excellence¡ªviewpoints summary of michael zhu, great china country general manager of solvay/ 77
¢§.further liberalization for chemical trade¡ªviewpoints summary of peng ningke£¬ director, international government affairs of dow chemical/ 82
¢¨.dow chemical£¬a journey of transformation/ 85