Polyurethane adhesivespecificmeans that the molecular chain contains carbamate groups (-NHCOO-) or isocyanate-based (-NCO) adhesives. Polyurethane adhesives are divided into two categories: polyisocyanate and polyurethane. Polyisocyanate molecular chains contain isocyano groups (-NCO) and carbamate groups (-NH-COO-), so polyurethane adhesives exhibit high activity and polarity. It has excellent chemical adhesion to substrates containing active hydrogen, such as porous materials such as foam, plastic, wood, leather, fabric, paper, ceramics, and materials with smooth surfaces such as metal, glass, rubber, and plastic .
In 2021, my country’s adhesive production will be about 7.1 million tons. Among them, the output of polyurethane adhesives is about 1.02 million tons, accounting for about 14%.
The polyurethane adhesive industry and sealant industry have been developed in my country for more than 50 years. The number reaches hundreds, and most of the production enterprises are located in economically developed areas. In addition to general-purpose polyurethane adhesives and single- and double-component sealants, there are also foam sealants and solvent-free structural adhesives.
The polyurethane adhesive industry and sealant industry have been developed in China for more than 50 years. The number reaches hundreds, and most of the production enterprises are located in economically developed areas. In addition to general-purpose polyurethane adhesives and single- and double-component sealants, there are also foam sealants and solvent-free structural adhesives.In building Widely used in building materials, plastic flexible packaging, shoemaking and leather processing, woodworking products, transportation and other fields.
But in the past two years, affected by the epidemic, the growth rate of the industry has slowed down significantly, especially In 2021, international energy prices will rise sharply, raw material prices will also rise and remain high, and the fluctuations will become more violent and unpredictable. The rapid rise in raw material prices has led to a rapid increase in the cost of downstream products, and the attenuation of demand brought about by the impact of the epidemic is difficult to form a positive support for prices, and corporate profit margins have been greatly reduced. The polyurethane adhesive industry is relatively scattered, which is even worse for small and medium-sized enterprises with low profits.
However, enter2022 In 2019, the price of raw materials will gradually fall, and the cost pressure is expected to gradually ease.
AggregationMDI: From the high point of 21200-21500 yuan/ton in January this year to 16900-172 in late May00/ton, a drop of 4300 yuan/ton, a drop of 20.1% during the period.
TDI: From a high of 19300-19800 yuan/ton in March, it fell to 16300- in late May 16,800 yuan/ton, a drop of 3,000 yuan/ton, a drop of 15.6% during the period.
In addition to the positive cost side, the demand side has also improved significantly:In 2022, the country has set a steady growth target for GDP growth at 5.5%. However, due to the spread of the Omicron virus and the control of the “dynamic clearing” policy, domestic production and consumption activities are hindered . The state encourages the development of new infrastructure, so new infrastructure may become the main support point for economic growth in the future, and polyurethane adhesives are widely used in the field of building paving, which may generate a wave of demand with the outbreak of new infrastructure.
In early June, Shanghai was fully unblocked, and the overall epidemic situation in the country has improved significantly. In order to stimulate economic development,Shanghai Municipal Government issued the “Shanghai City Accelerated Economic Recovery and Revitalization Action” on May 29 The Plan issued a number of favorable policies to stimulate automobile consumption. Polyurethane adhesives are widely used in automobiles, such asSpot welding glue, power battery sealing glue, expansion Glue, interior glue, etc.
In addition to the two major benefits brought by the infrastructure and automobile industries, wind power and other industries are booming under the dual carbon targets , The potential demand for polyurethane adhesives such as wind power blade glue is also considerable.
Integrating the above factors, it is expected that the market demand for polyurethane adhesives may recover in the second half of the year and achieve rapid growth.
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