PVC paste resin future production trends shallow analysis

Data source: Longzhong Information

Jiyuan Jinxiang Material Co., Ltd. PVC paste resin (60,000 tons/year) device was put into production in 2023, and the current production is normal.

Sichuan Jinlu has 20,000 tons of gloves that have not been carried out for production, and the installation is in place. It is planned to be postponed to 2024.

Zhongyan Inner Mongolia Chemical Co., Ltd. PVC paste resin has 20,000 tons of energy expansion plan after 2024.

Tianjin Bohua Development Plan has a 60,000 -ton emulsion method+60,000 tons of micro -suspension method. The manufacturer plans to pile at the end of this year and is expected to be completed in 2025.

Data source: Longzhong Information

An uncertain factors cannot predict. In the 2020 public health incident, PVC gloves have become the main products of medical supplies. The demand for PVC gloves drives domestic demand and export orders. Hot products, the original discontinued PVC paste resin companies resumed production, and they were newly built in the capacity of PVC paste resin companies produced, and the production capacity was as high as historical high. Longzhong Information statistics in 2020 in the production capacity of 1.425 million tons/year, 2021-2022 PVC paste resin companies' total production capacity of 1.535 million tons/year, and 2023 Jiyuan Jinxiang Material Co., Ltd. PVC paste resin (60,000 tons of 60,000 tons /Year) was put into production in late July, and its capacity increased again to 1.495 million tons.

It is estimated that production capacity in 2024-2028 will increase first and then decline. In 2025, there are many new production and energy expansion companies. In the later period, companies with long-term parking are gradually withdrawn from the market, and production capacity has decreased. The capacity utilization rate is 60-70%. Compared with the low state in previous years, the output will also be maintained around 1 million tons.