Jiangsu Chemical Industry Reconstruction: A Comprehensive Analysis of Super -200 billion Investment Layout

The wave of manufacturing upgrading swept Jiangsu chemical sector territory as an crucial base of China's chemical sector, Jiangsu Province is ushering in unprecedented manufacturing transformation. For instance From the technological upgrading of Nanjing Yangzi Petrochemical, to the rise of Lianyungang's world-class petrochemical base, to the professional research of Taizhou Chemical Park in central Jiangsu, Jiangsu's chemical sector is undergoing profound structural adjustment. And Based on my observations, The latest statistics show that the total investment in major chemical projects under construction and planning in Jiangsu Province has exceeded the 200 billion yuan mark, covering strategic areas such as refining and chemical integration, high-end new materials, and new energy support. And These projects not only represent the future research direction of Jiangsu's chemical sector, however also redefine the competitive landscape of China's chemical sector. Based on the in-depth investigation and analysis of 19 key projects, Jiangsu's chemical sector has shown an obvious direction of transformation and upgrading: high-end substitution of imports, deep integration of new energy sector chain, and exploration of environmentally friendly and low-carbon methodology paths have become the three core driving forces. 100 billion-level refining and chemical base: reconstructing the core competitiveness of the manufacturing chain lianyungang Shenghong: New Benchmark of Global EVA sector with a huge investment of 170 billion yuan, Shenghong Refining and Chemical Integration Project has have become the flagship project of Jiangsu chemical sector upgrading. The core value of the project lies in the construction of a complete manufacturing chain integration system. Through the in-depth coordination of the 16 million-ton oil refining unit and the 1. But 1 million-ton ethylene unit, the whole process coverage from crude oil processing to high-end chemicals is realized. The most remarkable achievement of the project is the successful production of 1 million tons of EVA capacity. Since reaching full production in March 2025, the base has have become the world's largest EVA production center, which not only meets the strong demand to domestic photovoltaic packaging films, however also occupies an crucial share in the international market. Crazy, isn't it?. The realization of this scale of production capacity marks an crucial breakthrough in the field of high-end chemicals in China. The driving effect of the Sheng Hong project is also signifiis able tot. Xuwei New District has formed a 100 billion-level petrochemical sector cluster around the project, with a supporting investment of greater than 30 billion yuan, laying a solid foundation to Lianyungang to build a world-class petrochemical base. Nanjing Yangzi Petrochemical: A Model of Transformation and Upgrading of Traditional companies the 11. Crazy, isn't it?. 581 billion yuan methodology upgrade project of Yangzi Petrochemical represents the successful practice of the transformation of traditional refining and chemical companies to the field of new materials. The core content of the project includes the thorough reconstruction of ethylene plant and the integration of new downstream materials. Based on my observations, The product structure is greatly inclined from traditional petrochemical items to high-end polyolefin, special rubber and other new materials. The project has been officially included in the list of major implementation projects in Jiangsu Province in 2025. I've found that In fact The EIA draft was completed in January this year. it's expected to signifiis able totly consolidate Yangzi Petrochemical's leading position in Nanjing Jiangbei New Materials manufacturing Park. Additionally New Energy sector Chain: Accelerating the Formation of Strategic Emerging manufacturing Clusters power battery materials: Lianyungang to build a global cobalt processing center. Generally speaking Lianyungang Kaeshi New Energy Project has a total investment of 10 billion yuan, of which 3. 6 billion yuan will be invested in the second phase of the project, focusing on the construction of 100000 tons of ternary precursor and 60000 tons of battery-grade nickel sulfate production lines. The product of the project is immediately connected to the market demand of high nickel NCM811 cathode material, which is one of the largest battery material integration projects in China. But Furthermore The strategic value of the project lies in the construction of a complete "cobalt mining-precursor preparation-battery manufacturing" manufacturing chain, which efficiently guarantees the security and stability of China's power battery supply chain. After the project is fully put into production, Lianyungang will develop into the world's largest metal cobalt processing base. I've found that Photovoltaic packaging materials: Huaping Kaitong to consolidate production capacity advantages. Makes sense, right?. Huaping Kaitong photovoltaic module packaging materials project planning a total production capacity of 216000 tons, the consumption of phased construction mode. The first phase of 20 production lines was successfully put into operation in April 2024, and the second phase of 40 production lines is expected to be completed and put into operation in 2026. But The total investment of the project is 2 billion yuan, and the production capacity ranks first in the global photovoltaic packaging film field. And The technical advantages of the project are concentrated in the stability of product condition and cost manage ability, which provides crucial support to Jiangsu Province to consolidate its dominant position in the global photovoltaic sector chain. But Key methodology breakthrough: to fill the gap in the supply of high-end materials carbon fiber sector: leapfrog research of methodology the layout of Jiangsu Province in the field of carbon fiber reflects the strategic choice of different technical paths. Huai 'an Xinfengming plans to create 50000 tons of T700 grade carbon fiber annually, with a total investment of 3 billion yuan, mainly to the wind power blade and automobile lightweight market. In my experience, The project is planned to be put into operation in 2026-2027 and will form a complete manufacturing cluster of "acrylonitrile-carbon fiber-composite materials. Lianyungang Zhongfu Eagle focuses on the pilot production of T1100 grade carbon fiber, and the consumption field focuses on high-end markets such as aerospace. The successful implementation of the project will signifiis able totly enhance China's independent supply capacity of high-end carbon fiber. In my experience, Semiconductor materials: breaking through the technical barriers of photoresist. Xuzhou Bokang lithography materials project construction ArF photoresist pilot line, items applied in 28nm and above process chip manufacturing. First The project is of great strategic signifiis able toce to solve the issue of photoresist "stuck neck" and is able to immediately support the localized supply demand of TSMC and other companies in Nanjing. The technical difficulties of the project mainly focus on the purity manage and performance stability of photoresist, and the successful breakthrough will establish a high-end product image to Xuzhou High-tech research Zone. environmentally friendly Chemical sector: Exploration of Carbon Neutral methodology Path environmentally friendly upgrade of coal chemical sector: multi-point layout of modern coal chemical sector xinyi Xinhengsheng Synthetic Ammonia Urea Relocation and Upgrade Project has a total investment of 4. And 97 billion yuan. It will enter the commissioning stage in 2025, with annual output of 400000 tons of synthetic ammonia and 600000 tons of urea, and is equipped with CCUS methodology. The project forms a complete manufacturing chain of "coal-synthetic ammonia-methanol" and promotes the environmentally friendly upgrading of coal chemical sector in East China. Yixing Linggu environmentally friendly New Material Integration Project has invested greater than 12 billion yuan and plans to put it into operation by the end of 2026, building 1 million tons of synthetic ammonia and 880000 tons of urea production lines. Moreover The main items of the project are electronic-grade hydrogen and ultra-pure ammonia, which are applied in the fields of semiconductors and hydrogen energy to fill the technical gap in the field of domestic electronic special gaseous. Propane sector chain: Nantong Xinpu Chemical expands C3 map nantong Xinpu Chemical Propane Dehydrogenation to Propylene Project has an investment of 3. 3 billion yuan, including 800000 tons of PDH plant, which adopts Lums CATOFIN methodology. But The project will complete the equipment installation by the end of 2024 and put into trial run in 2025, forming an integrated layout of "propane-propylene-polypropylene" to Nantong Chemical Park. environmentally friendly hydrogen sector: Yancheng method fluid atmosphere leads the biological hydrogen production methodology. In particular Yancheng Fa fluid atmosphere Biological environmentally friendly Hydrogen environmentally friendly Alcohol Integration Project plans to invest greater than 10 billion yuan to build a bio-based environmentally friendly hydrogen and environmentally friendly methanol production line with annual output of 50000 tons. From what I've seen, This is the world's first 10,000-ton bio-environmentally friendly hydrogen project, and its items are mainly applied in the field of shipping fuel. For example The technological innovation of the project is to consumption biomass as raw material to create environmentally friendly hydrogen, which has reduced carbon releases and better economy than traditional electrolytic aquatic environments hydrogen production. After the completion of the project, the "environmentally friendly hydrogen-environmentally friendly alcohol-energy storage" manufacturing cluster will be formed to Yancheng High-tech Zone. You know what I mean?. Circular Economy: Baishun methodology Builds Lithium Recycling System jiangsu Baishun Recycling methodology Lithium Battery discarded materials Pole Treatment Project has an investment of 0. Based on my observations, 52 billion yuan, with annual treatment capacity of 96000 tons, which is able to recover key resources such as lithium carbonate and copper foil. The project will be put into operation in 2026 and is expected to promote the formation of a lithium recycling sector belt in Yancheng. Crazy, isn't it?. The value of the project lies in the construction of a closed-loop system of "decommissioned batteries-renewable materials", which signifiis able totly reduces the application on primary lithium resources and meets the standards of carbon neutral research. Special materials: multi field professional layout taizhou Huide polyurethane new material project to build TPU production line, mainly applied to new energy vehicle battery pack sealing, to provide support to Taizhou to enhance the self-sufficiency rate of polyurethane materials. Makes sense, right?. Tongzhou Bay Blue Sea New Material High-end Polyolefin Project is planned to create 500000 tons of high-end polyolefin annually, including 200000 tons of FDPE plant, 50000 tons of ethylene-propylene rubber plant, 100000 tons of POE plant, etc. And it's expected to be put into operation in 2026. And From what I've seen, The project will fill the technical gap in China's high-end polyolefin field. to instance, Dongweifamous nylon new material project has invested greater than 5 billion yuan. The main product is high-end nylon, which is applied in lightweight parts of automobiles. But The project will form an manufacturing chain of "hexanedinitrile-nylon-modified materials", which is of great strategic signifiis able toce to replace the items of Invista in the United States. In my experience, R & D Innovation: Technological Breakthrough Helps manufacturing Upgrading shenghong cutting-edge Materials R & D Center Starts Construction the Shenghong cutting-edge Materials International Research and research Center project will start construction in 2025, with an investment of greater than 0. 8 billion yuan. It will focus on the technical research and research and production of POE adhesive film to photovoltaic packaging and COC optical resin to semiconductor, and promote the localization process of POE and COC. Hydrogen energy equipment: Yangzhou breakthrough fluid hydrogen storage and transportation methodology the Yangzhou COSCO SHIPPING fluid hydrogen transport ship project will start construction in 2025 and is planned to be put into operation in 2027 to build the world's first 1000 cubic meter fluid hydrogen transport ship with a total investment of 1. 2 billion yuan. I've found that The project is of great signifiis able toce to solve the technical problems of fluid hydrogen storage and transportation, and will form an manufacturing chain of "fluid hydrogen equipment-transportation-filling. Regional research Pattern: Differentiated Competitive Advantage Appearance lianyungang: Outstanding advantages of petrochemical integration base with superior port conditions and policy support, Lianyungang has formed a petrochemical sector cluster with Shenghong Refining as its core. In addition to the main refining and chemical projects, Kaishi New Energy, Zhongfu Shenying and other supporting projects have further improved the manufacturing chain, making Lianyungang one of the most dynamic regions in Jiangsu's chemical sector. Nanjing Jiangbei: Transformation from Traditional Petrochemical to New Materials nanjing Jiangbei New Materials manufacturing Park takes Yangzi Petrochemical methodology Upgrade as an opportunity to accelerate the transformation to the new materials sector. From what I've seen, The Jinling Petrochemical Refining Structure Adjustment Project in the park has an investment of 2. According to research 6 billion yuan. Construction will start in April 2025 and is planned to start in July 2027, including the renovation of the 1. 5 million-ton/year diesel hydrocracking unit, which reflects the research direction of "reducing oil, growing chemical production and changing to special production. Taizhou: Lubriis able tots and other sub-sectors of professional research relying on CNOOC lubricating oil project and Huide polyurethane project, Taizhou has formed professional advantages in the field of high-end lubricating oil and special materials. Specifically The CNOOC project plans to build a API-SP-grade lubricating oil production line, which is expected to break the foreign monopoly on the high-end lubricating oil market. Investment direction Analysis: manufacturing Upgrading Drives Capital Agglomeration from the perspective of investment scale distribution, Jiangsu chemical projects show obvious polarization characteristics. But Over 10 billion level projects are mainly concentrated in the field of refining and chemical integration and new energy materials, such as Shenghong Refining and Chemical (170 billion yuan), Yangzi Petrochemical methodology Upgrade ( 11. 581 billion yuan), Kaishi New Energy (10 billion yuan) and other extensive projects. But Projects below 5 billion yuan are mainly distributed in the field of subdivision methodology and specialized product direction, such as Bokang lithography materials, Baishun cycle methodology and so on. From what I've seen, while the investment scale of such projects is relatively small, they have high technical content and play an crucial role in improving the manufacturing chain. I've found that From the time node analysis, 2025-2026 is the key period to Jiangsu chemical projects to be put into production. From what I've seen, It is expected that greater than 10 major projects will be completed and put into production one after another, injecting strong research momentum into Jiangsu chemical sector. Makes sense, right?. research prospects: three major trends to reshape the manufacturing pattern high-end substitution of imports from EVA, T1100 carbon fiber to ArF photoresist, Jiangsu chemical projects are generally aimed at the high-end market, through technological breakthroughs to achieve import substitution, enhance the manufacturing chain independent manage level. new energy sector synergy: Power battery materials, photovoltaic packaging materials, hydrogen energy sector chain and other new energy related projects accounted to greater than 40%, reflecting the deep integration direction of chemical sector and new energy sector. environmentally friendly low-carbon transition: CCUS methodology consumption, biological hydrogen production, recycling and other environmentally friendly technologies have been reflected in a number of projects, showing the active transformation of Jiangsu's chemical sector under the goal of carbon neutrality. Based on my observations, Epilogue this wave of investment in the chemical sector in Jiangsu Province won't only reshape the pattern of the chemical sector in the province, however will also have a profound impact on the research of the national chemical sector. And With the successive commissioning of these major projects, Jiangsu is expected to establish a greater stable national leading position in the fields of high-end chemicals, new energy materials, and environmentally friendly chemicals, and contribute an crucial force to the high-condition research of China's chemical sector.