The polyolefin industry is developing in the direction of high added value, green and low carbon, and industrial chain risk prevention and control. The problems that are facing and urgently need to be solved are: "dual carbon", epidemics, plastic bans, stricter environmental protection requirements, centralized release of production capacity, vacancies in high-end products, changes in the consumption structure, and price wars.

New chemical material industry“14th Five-Year Plan” Development Guide: By 2025, the self-sufficiency rate of high-end polyolefin plastics will be increased to nearly 70%; engineering plastics and special engineering plastics will be strived to increase the self-sufficiency rate to 85% by 2025. Among them, special polyester engineering plastics with a better foundation will achieve net exports; polyurethane materials, the monomer scale of enterprises will reach an advanced level in 2025, and the industrial concentration will be further improved, becoming an important exporter of raw materials and products. In addition, it should focus on the development of fluorosilicone materials, special rubber and elastomers, high-performance fibers and composite materials, functional membrane materials and electronic chemicals. Strive to achieve high-end and differentiated industries by 2025, with a significant change in development mode and a significant improvement in the quality of economic operation.

In 2020, the global polyethylene production capacity is 127 million tons/year, and the polypropylene production capacity is 112 million tons/year. During the “fourteen·five” period, the demand for polyethylene will exceed 50 million tons/year, and film, hollow, pipe, and injection molding will be important consumption directions for polyethylene; the demand for polypropylene will exceed 45 million tons/year, impact resistance , Transparency, pipes, fibers, cast films, and thin-wall injection molding will be important consumption directions for polypropylene.

At the "Seventh China Polyolefin Conference" successfully held last week, the main development directions of polyolefin special materials and the key production links, etc., the participants and the lecturers exchanged in-depth views and eagerly discussed solutions . At the meeting, some leading companies said that the localization of POE is expected to break through this year!

Emerging industries and new infrastructure will generate more demand for high-end polyolefin products. During the “14·5” period, the polyolefin industry faced challenges brought about by the transfer of low-end products overseas and increased imports of high-end products.

The domestic production cost of polyolefins is 4000-6000 yuan/ton, and the production costs of polyolefins for different raw material sources are quite different. ü Domestic polyolefin companies pay attention to the serialization, differentiation and high-end layout of polyolefin products. The proportion of new polyolefin products and special materials has continued to increase, and the proportion of new products and special materials of domestic leading enterprises has increased to more than 80%.

In 2019, the average self-sufficiency rate of new chemical materials in my country is 61%, specifically: high-end polyolefin plastics 45.3%, engineering plastics 60.0%, polyurethane 101.2%, fluorosilicone materials 124.0%, high-performance rubber 85.1%, and high-performance fibers 66.7% , Functional membrane materials 66.7%, electronic chemicals 80.0%.

In 2019, my country's high-end polyolefin production was about 5.8 million tons, consumption was 12.8 million tons, and the self-sufficiency rate was only 45%. In terms of splits, the self-sufficiency rate of hexene copolymer polyethylene is about 50%, the self-sufficiency rate of octene copolymer polyethylene is less than 10%, the self-sufficiency rate of mPE is less than 10%, mPP, POE elastomer, POP, OBC, cyclic olefin copolymer, etc. Many varieties have basically not realized industrialized production and are completely dependent on imports. Therefore, high-end and differentiation will become the upgrade direction of my country's polyolefin industry, and companies with high-end polyolefin production capacity will have a competitive advantage.