Last weekend, the 2018 China Carbonate Industry Annual Conference and China Carbonate Industry Chain Technology Development and Industry Development Forum was held in Zhenjiang, Jiangsu. At the meeting, the “China Carbonate Industry Chain Research Report” was officially released. At the same time, the participating companies and experts The status quo, technology development, application and future prospects of carbonate upstream and downstream industries were discussed.
According to the information conveyed by the forum, from the perspective of dimethyl carbonate, the recent price of propylene oxide in raw materials is at a high level, which is a strong support for domestic carbonate prices. At present, the price of dimethyl carbonate has exceeded 10,000 yuan per ton; but due to coatings, etc. The downstream market demand is saturated, and the polycarbonate application market is relatively sluggish. The price of dimethyl carbonate will be difficult to reach new heights. Guo Jianjun, deputy general manager of the new energy materials division of Shandong Shida Shenghua Chemical Group Co., Ltd. pointed out that the current traditional dimethyl carbonate The market is shrinking. While the downstream electrolyte solvent market has developed rapidly in recent years, the quality requirements for dimethyl carbonate are relatively high, and the demand is relatively small. The market characteristics of the demand side are obvious.
At present, the non-phosgene process for the production of polycarbonate with dimethyl carbonate as a raw material has developed rapidly and has a huge increase. However, in the long run, the supporting capacity has added a large uncertainty to the supply structure of dimethyl carbonate, and potential competition. The risk is getting worse.
Experts attending the meeting pointed out that in order to achieve the healthy development of the carbonate industry chain, we should pay attention to the development of the downstream polycarbonate market.
Pan Jie, deputy editor-in-chief of China Chemical Industry News, vice president of China Chemical Industry Development Research Institute, said that China is currently the fastest growing country in the world in terms of demand for polycarbonate, with annual consumption accounting for 40% of total world consumption. The apparent consumption of polycarbonate in the market is 1.733 million tons, of which imports are 1.385 million tons. It is estimated that more than 2 million tons/year of polycarbonate plants will be built and built in the next five years.
In the face of high upstream prices and weak downstream conditions, the market price of polycarbonate is currently at the lowest level in history. Chen Chengen, deputy general manager of Lihua Yiweiyuan Chemical Co., Ltd. said that Lihuayi 100,000 tons/year of polycarbonate project Since the start of the vehicle at the end of June this year, four production lines have been fully operational, and their product quality, mechanical properties, thermal performance, etc. have reached the domestic leading level, but they have caught up with the polycarbonate market downturn, and their profit margins have been severely squeezed.
Yu Chunmei, deputy chief engineer of Ryukyu Jilin Company, said that the domestic new polycarbonate products are mainly medium and low-end materials. Due to the shortage of low-end materials and the lack of high-end materials, the market competition is fierce. Therefore, polycarbonate enterprises In order to reduce equipment consumption and production costs, we should also pay attention to the development of polycarbonate modification and alloy products, the development of downstream new market, and the development of new products for user needs.
James Hoover, chief US expert of SABIC Global R&D Center, pointed out that there are many projects under construction in China, and the competition in the polycarbonate market will become fierce in the future. Relevant enterprises should pay attention to differentiated development and focus on increasing the added value of products. Pay attention to controlling product cost, and achieve high quality and low price.
The conference was co-organized by China Chemical Industry News, National Carbonate Industry Alliance, China Chemical Industry Development Research Institute, and Shandong Shida Shenghua Chemical Group Co., Ltd., attracting world-class enterprises and industries from the United States, Germany, China and Taiwan. An important supporting enterprise.