Shanghai Daoqin Plastics Co., Ltd.

         as is full most large polyvinyl chloride (PVC) (PVC) production and 消费国, China positive in chlorine alkali large toward strong/high 国迈进. PVC industry through adjustment industry structure, add large technology innovation force degree, development high product, achieve industry high quality development. this is 金联创 upper in 西安召开 2019 China polyvinyl chloride (PVC) industry chain high forum upper, inner expert formed 共识.

        调 structure heavy 道远

        石油 and chemical industrial 规划院副总 engineering 师蔡杰 introduction, China in full has electrical method PVC production capacity, full production capacity 80% above, and PVC industry heavy toward in 西部转移 trend day obvious, currently 西北 区PVC总 production capacity full 国 49.7%, basic is electrical method. its in new and inner separation 居第一 and 第二, combined production capacity full production capacity 40%.

        “我国 electrical method PVC资源 advantages obvious, cost ratio ethylene method low, raw materials ratio ethylene easy obtain, therefore in recent years electrical method PVC production capacity growth, product 同质化严 heavy, market competition 激烈. ”蔡杰 introduction 说, currently electrical supply and market soft effect/influence, 山东, 河南, 江苏, and other PVC plant/unit construction start rate decline, very more plant/unit already 停产.

         according to 国家石化 industry policy, control electrical 石, alkali, polyvinyl chloride (PVC) and other industry new increase production capacity, through other process production capacity and other amount or decrease amount 置换. 但现实 in 缺乏操 as 层面 实施 fine 则, 方政府随意 property relatively large.

        “ ethylene method substitute/replace electrical method 并不容 easy. ”蔡杰坦言, versus for/regarding polyethylene (PE), ethylene glycol and other ethylene lower product, ethylene method PVC project investment relatively large, sleeve/set requirements more, investment rate high, enterprise hot 情不足. 山东, and other enterprise already formed alcohol made or made and PVC结 combined rise grade renovation, 实际运营并不理想.

        蔡杰建议, PVC industry need mono pure 以追求规模 expand is growth methods, adjustment industry structure, raw materials structure, technology structure, product structure. ratio raw materials 方面, can and chemical industry, 现代煤 chemical industry combined, achieve multiple raw materials combined, in has conditions 区实施 renovation; product 方面, need improve/increase specialized resin and other high product specific gravity, achieve chlorine alkali large toward strong/high 国转变.

         high add value product 缺乏

         China 石化齐鲁石化 separation company high grade engineering 师于国良认 is, currently production PVC product more is general purpose type, 受房 产 investment increase speed and other effect/influence, lower plastics building materials demand decrease/reduce, PVC market overall 不振, lower products in market still relatively large. therefore, inner enterprise 应坚持 toward 国际看齐, improves product quality, development specialized and high add value PVC resin new product, ratio high polymerization degree PVC, high transparency PVC, toughened type PVC and other.

        据 understanding, inner enterprise already in high product development and application upper force. new 疆天业 high add value PVC and 普通PVC business in 协同效应, separation product production process in can use Raw Materials, semi formed product, product, can and other, has optimization 资源配置;陕西北元 chemical industry development ultra- 消 light PVC new product formed production lower 线, new product ratio grade product light property more excellent;河北金牛 chemical industry development light resin, high polymerization degree resin and transparent products, hot shrinkage film and other multiple high specialized resin;海南立昇净 water in world rate achieve PVC材 material production excellent ultra- 滤 film, make 每立方米 film drop 至百元以 inner.

         market 预期不理想

         in recent years, outer electrical or ethylene PVC独立 plant/unit competition force and resistant can force relatively 差, positive in 逐步退出, from Raw Materials to product industry chain strip/profile, formed is enterprise selection. due to PVC market relatively large, add 之国家 industry policy made electrical and PVC production capacity, enterprise newly built PVC project hot 情并不 high.

        蔡杰 table/sheet 示, year inner PVC production capacity 达2404 10,000 tons, amount 1900 10,000 tons, plant/unit construction start rate 恢复至77.9%. expected in the future new increase production capacity year growth 3%~4%, increase speed small decline 态势.

        金联创网络科技 has company chlorine alkali industry chain high grade analysis 师朱姗姗 expected, 2019 year 我国PVC production capacity 2639 10,000 tons, year-on-year growth 7.28%, full production capacity 44%. in 房 产 policy effect/influence lower, PVC demand increase speed lower slip, expected year demand amount 1986 10,000 tons.

        “ from overall 看, upper semi year PVC industry construction start rate upper rise, overall 库存居于 high 位, market low 迷, electrical method PVC主流价维持 in 6400~7000元/吨, 但也没 has large fall. ”金联创 chlorine alkali industry chain high grade analysis 师刘天旸 introduction 说.

         for/regarding lower semi year overall 走势, 刘天旸认 is, inner environmental protection high pressure policy, and in trade scratch, 美联储 drop and other effect/influence, tube/pipe year plan 10 more sleeve/set plant/unit formed, separation plant/unit can can 不会如期 start production, 保守估计2019 year PVC production capacity in 2500万~2550 10,000 tons, large 于求 局面 difficult 以改变, expected lower semi year market will 呈倒“V”字走势, “金九银十” 传统旺季 difficult to 预期.