Shanghai Daoqin Plastics Co., Ltd.

2018 year, world acrylonitrile production capacity 686.3 10,000 tons, output/production volume 595.5 10,000 tons, plant/unit construction start rate 86.8%. production main/primary in in 亚洲, and 西欧 区, its in 亚洲 区 production capacity world production capacity 57.5%, 北美占22.9%, 西欧占13.1%.

world acrylonitrile production versus for in in company in, its in INEOS is full most large acrylonitrile production 商, production capacity to 135 10,000 tons, world production capacity 19.7%; its is Asahi Kasei, production capacity 89 10,000 tons, world production capacity 13%; in 石化, in 石油位居 world 第三, 第四, production capacity separation is 81 10,000 tons, 74 10,000 tons. 2018 year world acrylonitrile main/primary production enterprise and production capacity table/sheet 1.

table/sheet 1  2018 year world main/primary acrylonitrile production enterprise and production capacity 10,000 tons

2018 year world acrylonitrile table/sheet 观消费 amount 595.5 10,000 tons, main/primary in in 亚洲 区, its is and 西欧, its in 亚洲 区 消费 amount world acrylonitrile 总消费 amount 61.5%, 北美占15.9%, 西欧占12.3%. 北美, 南美, 西欧, 独联体 and 波罗 海 is export 区, in 欧, in 东, Africa, degree, is Imported 区. 发达国家欧美 acrylonitrile to environmental protection and lower demand shrink effect/influence, its production and 消费处于萎 shrink 状态, its production positive toward China large is in 心 亚洲 区转移. 2018 year world acrylonitrile supply and demand 情况见图1.

value is, INEOS as is full most large acrylonitrile production 商, 2019 year plan UK 38 10,000 tons acrylonitrile plant/unit, will production to 沙特. 2019 year INEOS and 沙特阿美, France TotalEnergies 签署 意 toward agreement, construction 42.5 10,000 tons acrylonitrile plant/unit. INEOS positive will acrylonitrile production heavy from Europe toward 亚洲转移, will full trade landscape.

图1   2018 year world acrylonitrile supply and demand 情况

2018 year inner acrylonitrile production enterprise 12家, Shanghai 石化13 10,000 tons plant/unit 于2016 year 停产, currently inner acrylonitrile has production capacity 203.7 10,000 tons, output/production volume 约177 10,000 tons. Shanghai production capacity 位居国 inner 首位, production capacity 52 10,000 tons, inner production capacity 25.5%; its is Jilin Petrochemical, production capacity 42 10,000 tons. inner acrylonitrile production main/primary in in in 石油, in 石化, 以江苏斯尔邦 is table/sheet enterprise, acrylonitrile to 104 10,000 tons, will formed is inner acrylonitrile industry 领头羊.

国 inner acrylonitrile production plant/unit main/primary in in and 华东 区, its in 华东 区 production can force inner can force 48.6%, 以江苏斯尔邦 is table/sheet acrylonitrile production enterprise in accelerated expand can, 华东 区 占份额 will large growth, 江苏连云港徐圩园区 will formed is inner acrylonitrile production in, inner remove 江苏斯尔邦 outer, 江苏瑞恒, 卫星石化也 in acrylonitrile project; 东北 区 production can force full can force 33%, in Jilin Petrochemical is table/sheet in enterprise, 以辽宁宝, large 庆昊庆 is table/sheet enterprise positive in add acrylonitrile production 阵营; 山东 区占国 inner production capacity 16.7%, remove in enterprise outer, 山东科鲁尔 as is rear 起之秀, formed is 该 区 acrylonitrile production force 军. 2018 year inner acrylonitrile production enterprise 情况见 table/sheet 2. （ acrylonitrile expand can 情况见今 day micro strip/profile table/sheet 1）

table/sheet 2  2018 year inner acrylonitrile production enterprise 情况   10,000 tons

近 year 随 国 inner 腈纶, ABS resin and propylene amine and other product speed development, acrylonitrile amount year increase. 2013 year inner acrylonitrile table/sheet 观消费 amount 174.8 10,000 tons, 2018 year to 214 10,000 tons, 2013—2018 year table/sheet 观消费 amount year growth rate is 4.1%. China is acrylonitrile Imported 国, 2013 year Imported amount 54.8 10,000 tons, 2018 year decrease/reduce to 37 10,000 tons. to rate from 2013 year 68.6% improves to 2018 year 87.3%. 2013—2018 year inner acrylonitrile supply and demand 状况见 table/sheet 3.

table/sheet 3  2013—2018 year inner acrylonitrile supply and demand 状况 10,000 tons

acrylonitrile as is propylene lower important chemical industry raw materials, main/primary used for production 腈纶, ABS/SAN resin, propylene amine, ***橡胶 and other, its product also 包括国 inner development new material 己二腈, carbon fiber product and other. 2018 year inner acrylonitrile table/sheet 观消费 amount 约214 10,000 tons. its in ABS/SAN resin 占40.7%, 腈纶占22.6%, propylene amine 占18.7%, ***橡胶占2.8%, other field/area polyether more alcohol, agent, other has machine combined formed and field/area and other 方面 消费 amount 占15.2%.

ABS resin is large combined formed resin 之一, tool has excellent impact resistant property, high rigidity and heat resistant property, widely used in electronics electrical appliances, device table/sheet, automotive manufacturing, building materials industrial and day use product 方面. in recent years, inner ABS/SAN resin production capacity and output/production volume increase relatively large, already formed is acrylonitrile lower 游第一 large field/area, currently inner ABS production plant/unit main/primary distribution in and 东北 区. 2018 year ABS production capacity 397.3 10,000 tons, output/production volume 375.7 10,000 tons, consumption acrylonitrile amount 约87 10,000 tons, acrylonitrile 总消费 amount 40.7%. 2012—2016 year inner ABS resin Imported amount comparison stability, in 167 10,000 tons left right. 2018 year ABS resin Imported large increase, ultra- 200 10,000 tons. large market 缺口, investment hot 情, inner new ABS expand can high 峰, ABS resin will new increase production capacity 260 10,000 tons / year, ABS will formed is acrylonitrile 消费 主 force 军. （ABS expand can 情况见今 day strip/profile table/sheet 1）

腈纶 is acrylonitrile large material. as is hydrophilic 肤, property can excellent 越 化纤 raw materials, formed clothing/apparel most 接近羊绒 products, 颇受消费者青睐, modified product as is 仿羊绒, filament main/primary raw materials 之一, combined world new 潮流.

近 year, 受涤纶 substitute/replace and raw materials price high effect/influence, inner production lower slip, its consumption acrylonitrile amount 也逐渐 decrease/reduce. 2018 year inner 腈纶总 production capacity 86 10,000 tons, plant/unit main/primary distribution in and 华东 区. 2018 year construction start rate relatively low, output/production volume 仅52 10,000 tons, consumption acrylonitrile 约48.4 10,000 tons, 占总消费 amount 22.6%.

近 year 吉林化纤腈纶 plant/unit expand can, already formed is full most large production 商, 一 落 rear small plant/unit made industry gas, environmental protection and other factors effect/influence by 迫关停. future industry still made environmental protection, cost, acrylonitrile 涨价, in trade scratch export retardant and other effect/influence, industry development still difficult heavy heavy.

腈纶 as is clothing/apparel material modified application, can substitute/replace 羊绒, 皮毛, development outlook/prospects vast, how to breakthrough industry 面临 困境, industry development, to heavy 视.

国 inner propylene amine polymerization to polypropylene (PP) amine, main/primary use 做石油勘测 and 开采 驱 water agent, its used as industrial waste water and active water agent, in 油田开采, 选矿, 洗煤, 冶金, chemical industry, 造纸, textile, 医药, environmental protection, building materials and production and other field/area application. currently inner propylene amine production enterprise ultra- 20家, main/primary production enterprise is in large 庆炼化, company, 安徽巨 formed, 山东宝莫 and other, production capacity ultra- 100 10,000 tons, water and 油田驱 water agent demand relatively large, full year output/production volume ultra- 50 10,000 tons, consumption acrylonitrile 40 10,000 tons. environmental protection requirements improve/increase, 城市污 water amount will growth, industrial water 处理略 has decrease/reduce, 造纸业 is demand decrease/reduce most obvious field/area; 随 原油储 amount decline, is currently 原油开采 amount, 油田驱 water agent and increase agent use amount will improve/increase.

丁 腈橡胶 tool has excellent oil resistant property and wear resistance, already formed is oil resistant products standards elastomer, widely used in automotive, aviation aerospace, 石油开采, 石化, electrical cable and other field/area. 丁 腈橡胶 most large applications is production oil resistant tube/pipe and flame retardant belt/tape; its is products, its in semi is automotive products. 2018 year inner 丁 腈橡胶 output/production volume 17.7 10,000 tons, consumption acrylonitrile 约6 10,000 tons, 占总消费 amount 2.8%. hydrogen 化丁 腈橡胶国 inner production 处于空白. future 丁 腈橡胶 new increase production capacity has 限, for acrylonitrile 消费拉动也 has 限.

polyether more alcohol series product main/primary used for made polyurethane ester, widely used in 冰箱, 冰柜, cold 藏车, construction temperature, pipeline temperature and other field/area. 2018 year field/area for acrylonitrile amount 约15 10,000 tons, 占总消费 amount 7%. polyether development polyurethane ester industrial 推动, expected in the future year acrylonitrile in field/area ratio/proportion will has improve/increase.

carbon fiber widely used in aviation, aerospace, construction, 交通, can and sports equipment and other field/area, excellent property can make carbon fiber material by is “ new material 之王”.

Japan, USA for carbon fiber core technology and industry 处于垄断. inner main/primary in 复神鹰, 江苏恒神, in 安信三家 is table/sheet, year inner carbon fiber production technology 取 一 breakthrough property 进展, currently in T300 grade carbon fiber upper industrial production full process/workflow key/critical technology, already basic achieve Domestic breakthrough, product already separation substitute/replace Imported. meanwhile, in T700, T800方面, in key/critical technology upper achieve breakthrough. stability, long cycle 运行, product quality and other and Toray has 一定差距.

acrylonitrile carbon fiber inner output/production volume 5000 more 吨, for acrylonitrile amount has 限. national defense industrial for carbon fiber strategy new industry demand already expand to 国民经济各 application areas. future wind power, automotive light amount 化, Domestic large machine development 进程不断 add fast, carbon fiber industry will development 期, acrylonitrile as is carbon fiber production raw materials, more add 备受关注.

己二腈 is production nylon 66 不 can less main/primary raw materials 之一, currently has less several 发达国家 著名 large company can production, technology high degree 垄断, inner has 己二腈 production plant/unit, demand main/primary Imported.

己二腈 combined formed methods acrylonitrile electrical understanding poly method （AN）, butadiene method （BD）, currently inner research, project more is butadiene method, acrylonitrile electrical understanding poly method degree relatively low, acrylonitrile electrical understanding poly method tool has mono product investment relatively small, raw materials product types mono 一且 源广泛, technology versus for simple 且便于 production tube/pipe and other features. acrylonitrile raw materials use and electrical understanding use electrical in product cost formed in main/primary separation, in electrical low 廉 西部 区规划 acrylonitrile, 己二腈 project also is has competition force. 《 industry structure adjustment 指导目录》 in, butadiene method 己二腈 by 列入鼓励 type, as is acrylonitrile electrical understanding poly method 己二腈 technology in outer has 一席之, large technology has 千秋, inner is has development acrylonitrile necessary? value in-depth research.

 图2 acrylonitrile 消费构 formed （%）

综 upper 述, in large lower 游 拉动 lower, inner acrylonitrile industry still tool has relatively large growth force, 民企也开始参 and market competition, “十四五”期间, ABS still will formed is acrylonitrile 消费 主 force 军.