In the context of "dual carbon" and "prohibited plastic", the demand for degradable plastic, new energy batteries and other fields can drive the basic raw material 1,4-butanol (BDO) to become an investment hotspot. While the capacity of BDO has expanded rapidly, the risk of excess overcurrent is also accumulated. In this regard, many experts suggested that there is no complete upstream and downstream Mo blindly investing in the BDO project. This is the information out of the 2023 BDO industry chain and the downstream derivative development forum held in Taiyuan, Shanxi from March 23 to 24.
"In 2022, BDO's planned capacity exceeded 20 million tons. The centralized release of BDO production capacity in 2023 brought uncertainty to the development of the industry. How to steadily
Titanium Dioxide put into production and expand downstream derivatives has become an urgent need to face it." "China Chemical News Daily Newspaper" Zhang Jianqiu, general manager and editor -in -chief of Society Co., Ltd. pointed out.
According to Deng Huichang, deputy secretary -general of the New Materials Professional Committee of the China Petroleum and Chemical Industry Federation, Deng Huichang, Secretary -General of the National BDO and Dean Work Department, in 2023, 7, Inner Mongolia Sanwei New Materials Co., Ltd., Zhejiang Inner Mongolia Huarheng Energy Technology Co., Ltd. The new device of domestic companies will be put into production, and it is expected that my country's BDO
Pigment And Dye capacity will reach 4.41 million tons. Deng Huichang pointed out that in recent years, BDO has added more new production capacity to enter the enterprise. With the release of new capacity, the probability of vicious competition in the industry increases, and the risk of safe operation will increase.
Wang Xixin, deputy director of the Guosheng Securities Research Institute and chief analyst of chemical engineering, analyzed that the domestic BDO's long -term planning capacity exceeded 20 million tons. If all are put into production, the domestic BDO production capacity will be increased by more than 10 times.
"It is estimated that from 2023 ~ 2027 BDO production capacity will increase by 530,000 tons per year, with a compound annual growth rate of 21%, and the compound annual growth rate of consumption will be only 15%. Corporate profits will not be too optimistic." Analysis believes that upstream and downstream integration can increase BDO enterprises' operation safety boundaries.
Many experts such as Deng Huichang also pointed out that BDO is an industry with heavy asset investment. If the enterprise does not have a complete upstream and downstream facilities, it is not recommended to
Pvc Resin invest in the BDO project.
"Future integration, control costs, and conspiracy are the sustainable development trend of the BDO industry." Zhang Long, deputy general manager of Sichuan Tianhua Co., Ltd., an enterprise of the early domestic layout BDO integrated industry chain, believes.
Poothyl Hydrogen -PTMEG -The Spyl Industry Chain is the largest application area of BDO downstream. Li Zengjun, executive vice chairman of the China Chemical Fiber Association, believes that the new production capacity of the BDO -PTMEG -spandex in the later period has been released, and the prospects of the plastic and textile and clothing markets can be degraded. In terms of downstream degradable materials, Wang Pingli, a senior engineer of the Institute of Physics and Chemistry of the Chinese Academy of Sciences, said that China is the main battlefield of polybenal acid -hexylxyl -dysic glycol (PBAT), with an annual demand of 3 million tons. BDO costs nearly 50%in PBAT production. Therefore, the BDO has a PBAT world, and the real competitiveness belongs
Ethylene-Vinyl Acetate to the low -cost integrated BDO/PBAT company.
In terms of downstream lithium battery materials, in the next three years, N-methylpinohol (NMP) is the fastest area of BDO downstream demand. According to Xiao Qiang, deputy chairman of the National Fine Chemical and Intermediate Sports Association, in 2023, newly built and planned projects, NMP synthetic production capacity will reach 1.56 million tons, and NMP recovery and pure production capacity will reach 1.76 million tons. However, the establishment of self -built supporting and
Boric Acid Flakes purifying devices of battery companies has quietly risen, which will bring certain risks to the newly built and expanded investment projects of NMP synthetic factories.
"The use of polyethylene pyrirol (PVP) products in new energy is continuously expanding, and the market is worth looking forward to." Xing Xiaoliang, secretary and deputy general manager of Boai Xinchi Medical Technology Group Co., Ltd., predicts that by 2025, global photovoltaic solar battery raw material silver powder The demand for PVP is expected to reach 4,000 tons. In the field of new energy power batteries, the amount of PVP costs is 4,000 tons in 3 to 5 years. In addition, new demand will be available in the fields of flexible screens, hemodialysis membranes and other fields.
This forum is hosted by China Chemical Newspaper Co., Ltd. and co -organized by Dalian Rick Technology Co., Ltd.
