In the context of a sharp increase in production capacity, the contradiction between supply and demand mismatch in my country's polycarbonate industry chain is particularly prominent, and the operating rate of enterprises continues to hover at a low level. The polycarbonate industry is bound to face a reshaping of the development pattern. Enterprises should focus on de-homogenization and differentiated development, and actively respond to challenges. This is the information obtained at the China Polycarbonate Industry Development Summit and the Second Second Council held on June 15.
According to the statistics of the Polycarbonate Branch of China Synthetic Resin Association, since 2019, domestic polycarbonate production capacity has surged, with an average annual growth rate of 24.7%. Up to now, my country's polycarbonate production capacity has reached 3.43 million tons per year, making it the world's largest polycarbonate production area. However, since 2019, there has been little news of new polycarbonate production capacity outside the region. It is estimated that in 2023, the excess capacity of domestic polycarbonate will be 630,000 tons, and the net import of polycarbonate is estimated to be around 750,000 tons. Therefore, the actual excess capacity of domestic polycarbonate this year may reach 1.38 million tons, accounting for to 81% of global excess capacity.
"In recent years, with the surge in production capacity, the focus of polycarbonate enterprises has gone through changes from new production capacity, to integration, to how to digest the stock." said Zhu Qunwei, sales manager of Rongsheng Petrochemical, Homogenization of domestic products is one of the reasons for overcapacity. Therefore, polycarbonate enterprises should allocate product grades in an orderly manner, realize dislocation competition, and put pressure on all application fields of the industry. For the existing polycarbonate stock, enterprises can alleviate it by increasing export efforts and other measures. Zhu Qunwei also mentioned that enterprises should strive to improve product quality and find new hot spots for industrial development.
As for how polycarbonate companies can find new development opportunities under the situation of supply and demand mismatch, all the guests expressed that they should actively explore the downstream application scenarios of the industrial chain to achieve differentiated development. Including but not limited to medical health, new energy vehicles, green power storage, mobile energy storage and other fields. Wang Guojun, technical service manager of Wanhua Chemical, mentioned that optical applications will be one of the important high-end application fields of polycarbonate. Optical-grade polycarbonate with special functions such as high cleanliness and high light transmittance can be widely used in car lights Masks, car light guides, optical lenses, optical lenses and other fields.
At the same time, many downstream enterprises in the industrial chain have expressed their demand for polycarbonate.
Duan Qingsheng, general manager of Xiamen Shidi Medical Technology Co., Ltd., mentioned that medical plastics are materials that are less popular in the market, and polycarbonate has the advantages of high transparency and high impact resistance, which can just meet the requirements of high-pressure syringes, Requirements for medical plastic products such as surgical masks. In the future, the demand for polycarbonate in the medical and health industry will further increase.
Zhu Yi, director of the Materials and Lightweight Research Institute of China FAW Research and Development Institute, and Meng Tao, manager of Kumho Sunny's automotive industry solutions, both mentioned that polycarbonate will be more and more widely used in the automotive industry; Lenovo Group's research and development projects Director Zhu Yun said that the demand for polycarbonate materials in the notebook industry will increase.
Polycarbonate circular economy working group established
On June 15th, the Polycarbonate Circular Economy Working Group of China Synthetic Resin Association was established in Wuxi, Jiangsu, and launched a declaration of green development of the industry.
The meeting pointed out that climate change is a severe challenge facing human beings. Green, low-carbon and sustainable development advocates the recycling of resources in production, circulation, consumption and recycling to deal with climate change. Plastic recycling is an important practice for green, low-carbon and sustainable development. In response to the national "double carbon" goal, the Polycarbonate Branch of the China Synthetic Resin Association launched an industry green development declaration, including reducing the use of primary fossil resources in the industry, promoting enterprises to adopt the ecological design concept of circular economy from the source, and actively promoting polycarbonate. Recycling and reuse of carbonate; guide the industry to bravely climb the peak of science and technology, and actively carry out the innovation of green recycling technology for polycarbonate materials, so as to improve the recovery rate, standardize recycling management and traceability, and improve the quality of recycled polycarbonate; actively build a green industry Low-carbon recycling industry chain, strengthen the promotion and publicity of the use of recycled plastics, establish and improve relevant green industry policy systems, and promote the establishment of relevant industry standards.
It is reported that the founding members of the working group include Covestro (Shanghai) Investment Co., Ltd., Wanhua Chemical Group Co., Ltd., SABIC, Trinseo Polymer Co., Ltd., Beijing Sinopec Yanshan Petrochemical Polycarbonate Co., Ltd., There are 7 companies including Shanghai Aocell Material Technology Co., Ltd. and Ningbo Jianfeng New Material Co., Ltd. (Liu Bingyi)
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