With the promulgation of the “New Ten Measures” in December, the normalized prevention and control policies have been fully optimized, and the auto market’s replenishment effect has emerged. The closure of auto dealerships in various places has been significantly reduced, and consumer demand has been released steadily. At the same time, the tax incentives for fuel vehicle purchases and new energy subsidy policies are about to expire, and the demand for car purchases before the Spring Festival will be released in advance, which will play a supporting role in the auto market.
The Passenger Association predicts that the retail sales of passenger vehicles in the narrow sense are expected to be 2.2 million in December, a year-on-year increase of 4.5%, and a month-on-month increase of 33.3%; the retail sales of new energy passenger vehicles are expected to be 700,000 units, a year-on-year increase of 47.4%, and a month-on-month increase of 17%. %, the penetration rate is 31.8%. In the whole year of 2022, the retail sales of passenger vehicles in the narrow sense will reach 20.567 million units, a slight increase of 2% compared with last year’s 20.146 million units.
Data source: Tiantian Chemical, China Travel Association
The automobile manufacturing industry has always been an important consumer market for polyurethane products. Car seats are the largest downstream of molded foams. In the production of molded foams for car seats, the two main raw materials are A material polyether polyol (high resilience 330N and high resilience POP) and B material isocyanate (TDI, MDI). In 2021, the total consumption of polyurethane materials in China’s auto industry will be about 380,000-400,000 tons, of which polyether will be about 230,000-240,000 tons. For details of the data in 2022, please consult Tiantian Chemical Network “2022 Asia Pacific Polyether Polyol Annual Report”.
With the development of the modern automobile industry towards lightweight, energy saving, comfort and safety, polyurethane materials have been widely used in automobile parts. Polyurethane materials can effectively reduce the weight of automobiles, which is an important technical measure for the automobile industry to achieve energy saving and emission reduction. Highly active polyether, mixed with polymer polyol grafted polyether, used to make high-resilience cold-cured foam for car seat cushions, steering wheels, etc.
Table 1 The parts where polyether polyols are used in automobiles and the requirements and categories of polyether polyols
Judging from the recent situation, affected by factors such as the epidemic and the withdrawal of relevant support policies, the automobile consumption market has experienced certain fluctuations, and the expansion of automobile consumption is facing certain pressure. However, we must see that my country’s economy is resilient, has great potential, and is full of vitality. The epidemic prevention and control measures are constantly being optimized and adjusted. This year’s economic operation is expected to rebound overall, which provides strong support for the steady increase in automobile consumption. Combining various factors, it is expected that the automobile consumption market will maintain an overall growth momentum in 2023, which will undoubtedly bring some good news to the upstream raw material polyether industry of automobiles.
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