Cov tuam txhab teev npe loj hauv kev lag luam adipic acid: Huafeng Chemical (002064), Shenma (600810), Hualu Hengsheng (600426), Danhua Technology (600844), Kailuan (600997), Yangmei Chemical (600691) Tos.
Lub peev xwm ntau lawm ntawm adipic acid nyob rau hauv kuv lub teb chaws yog nthuav dav, thiab kev khiav hauj lwm tus nqi tseem qis.Raws li txoj kev loj hlob ntawm kuv lub teb chaws cov txheej txheem adipic acid txuas ntxiv kom paub tab thiab cov txiaj ntsig zoo tau maj mam tshwm sim, kuv lub teb chaws tau dhau los ua cov neeg tsim khoom loj tshaj plaws ntawm adipic acid hauv ntiaj teb, nrog rau kev tsim muaj peev xwm kwv yees li 2.655 lab tons hauv 2019, ib xyoos ib zaug nce. ntawm 6.0%, thiab qhov sib xyaw ua ke ntawm kev loj hlob mus txog tsib xyoos.9.1%, thaum lub ntiaj teb kev sib xyaw kev loj hlob ntawm tib lub sijhawm tsuas yog 3.9%.Hauv xyoo 2019, Tuam Tshoj lub peev xwm tsim cov adipic acid tau suav txog 54% ntawm lub ntiaj teb tag nrho.Xyoo 2020, lub peev xwm tsim tawm hauv tsev ntawm adipic acid yuav ncav cuag 2.71 lab tons, ib xyoos ib zaug nce ntawm 2.65%, thiab CAGR yuav nce mus txog 15.5% txij xyoo 2009 txog 2020. Txij li thaum qhov nthuav dav ntawm lub peev xwm ntau lawm yog sai dua. qhov kev loj hlob ntawm kev xav tau qis qis, kev lag luam hauv tsev adipic acid tau muaj kev sib tw heev nyob rau xyoo tas los no, thiab kev siv peev txheej tau khaws cia li ntawm 60%, thiab ntau cov khoom siv tau raug kaw rau lub sijhawm ntev.
Tuam Tshoj cov tuam txhab tsim cov adipic acid feem ntau yog sawv cev los ntawm cov tuam txhab loj xws li Huafeng Chemical, Tuam Tshoj Shenma, Haili Chemical, thiab Qilu Hengsheng.CR3 hauv 2020 yog 64.6%, thiab lub peev xwm ntau lawm yog cov concentrated heev.Ntawm lawv, cov tuam txhab ua lag luam, Huafeng Chemical, muaj peev xwm ntawm 735,000 tons ntawm adipic acid, uas yog lub ntiaj teb loj tshaj plaws hauv kev tsim muaj peev xwm thiab muaj kev lag luam hauv tsev ntau dua 40%.
Tam sim no, Tuam Tshoj yog cov neeg siv khoom loj ntawm adipic acid, thiab nws cov kev siv kev loj hlob yog ua rau lub ntiaj teb.Hauv 2019, kuv lub teb chaws kev noj adipic acid yog 1.139 lab tons, ib xyoos ib zaug nce ntawm 2.0%, thiab qhov kev loj hlob qeeb dua ua ntej.Qhov sib xyaw ua ke ntawm adipic acid noj nyob rau hauv kuv lub teb chaws nyob rau hauv tsib lub xyoos dhau los yog 6.8%, uas yog ho siab tshaj lub ntiaj teb no compound kev loj hlob tus nqi ntawm 3.8%.Hauv 2020, kev noj adipic acid hauv tsev yuav yog 1.27 lab tons.
Cov qauv kev noj haus hauv tsev ntawm adipic acid hauv kuv lub tebchaws txawv ntawm Tebchaws Europe thiab Tebchaws Meskas.Ntawm lawv, polyester polyol yog qhov loj tshaj plaws downstream daim ntawv thov teb, uas yog tsuas yog siv los tsim cov khoom kawg xws li polyurethane slurry, khau ib leeg Tshuag tshuaj thiab thermoplastic polyurethane elastomer.Hauv xyoo 2020, qhov sib piv ntawm PU slurry, ib qho kev daws teeb meem thiab PA66 hauv kev noj qab haus huv ntawm adipic acid yuav yog 38.2%, 20.7% thiab 17.3%, feem.Kev txhawb nqa los ntawm kev loj hlob ntawm kev xav tau qis, kev siv hauv tsev ntawm adipic acid tau pom tias muaj kev loj hlob tsis tu ncua.Raws li kev txiav txim siab yas, PBAT muaj qhov chaw loj hlob, uas tau ua rau muaj kev xav tau loj heev rau adipic acid.