Vinyl acetate (VAc), tseem hu ua vinyl acetate lossis vinyl acetate, yog cov kua tsis muaj xim thiab pob tshab ntawm chav tsev kub thiab siab. Raws li ib qho ntawm cov khoom siv hauv ntiaj teb no feem ntau siv cov organic raw khoom, VAc tuaj yeem tsim polyvinyl acetate resin (PVAc), polyvinyl cawv (PVA), polyacrylonitrile (PAN) thiab lwm yam derivatives los ntawm nws tus kheej polymerization lossis copolymerization nrog lwm cov monomers. Cov derivatives no tau siv dav hauv kev tsim kho, textiles, machinery, pharmaceuticals thiab av conditioners.

Zuag qhia tag nrho kev soj ntsuam ntawm Vinyl Acetate Industry Chain

Lub hauv paus ntawm cov vinyl acetate kev lag luam saw feem ntau yog tsim los ntawm raw cov ntaub ntawv xws li acetylene, acetic acid, ethylene thiab hydrogen, thiab lwm yam. Lub ntsiab kev npaj yog muab faib ua ob hom: ib tug yog cov roj av ethylene txoj kev, uas yog tsim los ntawm ethylene, acetic acid thiab hydrogen, thiab cuam tshuam los ntawm kev hloov pauv ntawm cov nqi roj av. Ib qho yog kev npaj ntawm acetylene los ntawm cov pa roj carbon monoxide lossis calcium carbide, thiab tom qab ntawd thiab acetic acid synthesis ntawm vinyl acetate, natural gas me ntsis nqi dua li calcium carbide. Hauv qab no feem ntau yog kev npaj ntawm polyvinyl cawv, dawb latex (polyvinyl acetate emulsion), VAE, EVA thiab PAN, thiab lwm yam, ntawm cov polyvinyl cawv yog lub ntsiab xav tau.

1, Upstream raw khoom ntawm vinyl acetate

Acetic acid yog cov khoom siv tseem ceeb tshaj plaws ntawm VAE, thiab nws cov khoom noj muaj kev sib raug zoo nrog VAE. Cov ntaub ntawv qhia tau hais tias txij li xyoo 2010, Tuam Tshoj qhov pom tseeb ntawm kev noj acetic acid tag nrho yog qhov sib txawv, tsuas yog hauv 2015 los ntawm kev lag luam boom downward thiab downstream xav tau hloov pauv, 2020 mus txog 7.2 lab tons, nce 3.6% piv nrog 2019. cov downstream vinyl acetate thiab lwm yam khoom muaj peev xwm hloov pauv, kev siv tus nqi tau nce, kev lag luam acetic acid ua tag nrho yuav loj tuaj.

Nyob rau hauv cov nqe lus ntawm kev siv downstream, 25.6% acetic acid yog siv los tsim PTA (purified terephthalic acid), 19.4% acetic acid yog siv los tsim vinyl acetate, thiab 18.1% acetic acid yog siv los tsim ethyl acetate. Nyob rau hauv xyoo tas los no, kev lag luam qauv ntawm acetic acid derivatives tau ruaj khov. Vinyl acetate yog siv los ua ib qho tseem ceeb tshaj plaws hauv qab daim ntawv thov ntawm acetic acid.

2. Downstream qauv ntawm vinyl acetate

Vinyl acetate feem ntau yog siv los tsim polyvinyl cawv thiab EVA, thiab lwm yam. Vinyl acetate (Vac), ib qho yooj yim ester ntawm saturated acid thiab unsaturated cawv, tuaj yeem ua polymerized los ntawm nws tus kheej lossis nrog lwm cov monomers los tsim cov polymers xws li polyvinyl cawv (PVA), ethylene vinyl acetate - ethylene copolymer (EVA), thiab lwm yam. Cov ntaub ntawv polymers tuaj yeem siv los ua cov nplaum, ntawv los yog ntaub sizing tus neeg saib xyuas, xim, inks, tawv ua, emulsifiers, dej-soluble films, thiab av txias nyob rau hauv cov tshuaj, textile Nws muaj ntau yam kev siv nyob rau hauv tshuaj, textile, lub teeb kev lag luam, ntawv ua, kev tsim kho thiab automotive teb. Cov ntaub ntawv qhia tias 65% ntawm vinyl acetate yog siv los tsim polyvinyl cawv thiab 12% ntawm vinyl acetate yog siv los tsim polyvinyl acetate.

Kev txheeb xyuas qhov xwm txheej tam sim no ntawm kev ua lag luam vinyl acetate

1, Vinyl acetate muaj peev xwm tsim thiab pib tus nqi

Tshaj li 60% ntawm lub ntiaj teb cov yas acetate ntau lawm yog concentrated nyob rau hauv cov cheeb tsam Esxias, thaum Tuam Tshoj lub vinyl acetate muaj peev xwm muaj txog li 40% ntawm lub ntiaj teb no lub peev xwm ntau lawm thiab yog lub ntiaj teb loj tshaj plaws vinyl acetate tsim lub teb chaws. Piv nrog rau txoj kev acetylene, txoj kev ethylene yog kev lag luam ntau dua thiab ib puag ncig tus phooj ywg, nrog cov khoom zoo dua qub. Txij li thaum lub zog hluav taws xob ntawm Tuam Tshoj txoj kev lag luam tshuaj lom neeg feem ntau tso siab rau cov thee, kev tsim cov yas acetate feem ntau yog raws li txoj kev acetylene, thiab cov khoom lag luam kuj qis kawg. Kev tsim cov yas yas acetate hauv tsev tau nthuav dav heev thaum xyoo 2013-2016, thaum tseem tsis tau hloov pauv thaum xyoo 2016-2018. 2019 Tuam Tshoj txoj kev lag luam vinyl acetate nthuav tawm cov txheej txheem overcapacity, nrog ntau lub peev xwm ntawm calcium carbide acetylene txheej txheem chav tsev thiab kev lag luam siab concentration. 2020, Tuam Tshoj cov yas acetate muaj peev xwm ntawm 2.65 lab tons / xyoo, tiaj tus xyoo-rau-xyoo.

2, Vinyl acetate noj

Raws li kev noj haus muaj kev txhawj xeeb, Tuam Tshoj cov yas acetate tag nrho qhia tau hais tias muaj kev hloov pauv hloov pauv, thiab kev ua lag luam rau vinyl acetate hauv Suav teb tau nthuav dav tsis tu ncua vim kev loj hlob ntawm kev thov rau downstream EVA, thiab lwm yam Cov ntaub ntawv qhia tias, tshwj tsis yog rau xyoo 2018. , Tuam Tshoj tus vinyl acetate noj los ntawm yam xws li kev nce hauv acetic acid nqi, noj tau poob qis, txij li xyoo 2013 Tuam Tshoj vinyl acetate kev lag luam xav tau tau nce sai, kev noj tau nce txhua xyoo, raws li xyoo 2020 qis tau mus txog 1.95 lab tons, nce 4.8% piv nrog 2019.

3, Tus nqi nruab nrab ntawm vinyl acetate lag luam

Los ntawm qhov kev xav ntawm vinyl acetate cov nqi lag luam, cuam tshuam los ntawm kev muaj peev xwm ntau dhau, cov nqi lag luam tseem nyob ruaj khov hauv 2009-2020. Xyoo 2014 los ntawm kev lag luam tawm txawv teb chaws, kev lag luam cov khoom lag luam tus nqi tau nce ntau dua, cov lag luam hauv tsev nquag nthuav dav ntau lawm, ua rau muaj kev loj dhau. Vinyl acetate tus nqi poob qis heev hauv 2015 thiab 2016, thiab hauv 2017, cuam tshuam los ntawm kev tiv thaiv ib puag ncig, kev lag luam cov khoom lag luam tau nce siab. Xyoo 2019, vim muaj cov khoom txaus txaus nyob rau hauv kev lag luam acetic acid thiab kev xav tau qeeb hauv kev lag luam qis qis, cov khoom lag luam cov nqi poob qis, thiab xyoo 2020, cuam tshuam los ntawm kev sib kis, tus nqi nruab nrab ntawm cov khoom poob ntxiv, thiab txij li Lub Xya Hli 2021, tus nqi nyob rau sab hnub tuaj ua lag luam mus txog ntau dua 12,000 Tus nqi nce yog loj, uas yog vim muaj kev cuam tshuam ntawm cov xov xwm zoo ntawm cov nqi roj av qis thiab tag nrho cov lag luam qis. khoom los ntawm qee lub Hoobkas kaw lossis qeeb.

Txheej txheem cej luam ntawm Ethyl Acetate tuam txhab uas muag

Ethyl acetate Suav lag luam ntu Sinopec plaub cov nroj tsuag muaj peev xwm ntawm 1.22 lab tons / xyoo, suav txog 43% ntawm lub tebchaws, thiab Anhui Wanwei Group muaj 750,000 tons / xyoo, suav txog 26.5%. Kev lag luam txawv teb chaws ntu Nanjing Celanese 350,000 tons / xyoo, suav txog 12%, thiab ntu ntu Inner Mongolia Shuangxin thiab Ningxia Dadi tag nrho 560,000 tons / xyoo, suav txog 20%. Tam sim no domestic vinyl acetate producers yog nyob rau hauv Northwest, East Tuam Tshoj thiab Southwest, nrog rau Northwest muaj peev xwm accounting rau 51.6%, East Tuam Tshoj accounting rau 20.8%, North Tuam Tshoj accounting rau 6.4% thiab Southwest accounting rau 21.2%.

Kev tsom xam ntawm vinyl acetate outlook

1, EVA downstream thov kev loj hlob

EVA downstream ntawm vinyl acetate tuaj yeem siv ua PV cell encapsulation zaj duab xis. Raws li lub ntiaj teb tshiab lub zog network, EVA los ntawm ethylene thiab vinyl acetate (VA) ob monomers los ntawm cov tshuaj tiv thaiv copolymerization, qhov loj ntawm VA nyob rau hauv 5% -40%, vim nws cov kev ua tau zoo, cov khoom siv dav siv hauv npuas, ua haujlwm zoo. shed zaj duab xis, ntim zaj duab xis, txhaj tshuaj tshuab, cov khoom sib xyaw thiab cov nplaum, xaim thiab cable, photovoltaic cell encapsulation zaj duab xis thiab kub yaj adhesives, thiab lwm yam. 2020 rau photovoltaic nyiaj pab nyob rau hauv lub xyoo tas los, ntau domestic lub taub hau module manufacturers tau tshaj tawm cov expansion ntawm ntau lawm, thiab nrog rau cov diversification ntawm photovoltaic module loj, ob-sided ob-iav module nkag mus rau tus nqi nce, qhov kev thov rau photovoltaic modules tshaj qhov xav tau kev loj hlob, txhawb EVA thov kev loj hlob. Nws xav tias 800,000 tons ntawm EVA muaj peev xwm yuav muab tso rau hauv kev tsim khoom hauv xyoo 2021. Raws li kev kwv yees, kev loj hlob ntawm 800,000 tons ntawm EVA muaj peev xwm yuav ua rau kev loj hlob txhua xyoo ntawm 144,000 tons ntawm vinyl acetate xav tau, uas yuav ua rau kev loj hlob txhua xyoo. ntawm 103,700 tons ntawm acetic acid xav tau.

2, Vinyl acetate overcapacity, high-end khoom tseem yuav tsum tau imported

Tuam Tshoj muaj tag nrho overcapacity ntawm yas acetate, thiab high-end khoom tseem yuav tsum tau imported. Tam sim no, cov khoom siv vinyl acetate hauv Suav teb tau dhau qhov kev thov, nrog rau tag nrho cov peev txheej thiab cov khoom siv ntau dhau los ntawm kev siv xa tawm. Txij li thaum nthuav dav ntawm vinyl acetate muaj peev xwm ntau lawm hauv xyoo 2014, Tuam Tshoj cov yas acetate xa tawm tau nce ntau, thiab qee cov khoom lag luam tau hloov pauv los ntawm kev tsim khoom hauv tsev. Tsis tas li ntawd, Tuam Tshoj cov khoom xa tawm yog cov khoom lag luam qis kawg nkaus, thaum kev xa khoom yog cov khoom lag luam siab kawg. Tam sim no, Tuam Tshoj tseem xav tau kev cia siab rau kev xa khoom rau cov khoom siv high-end vinyl acetate, thiab kev lag luam yas acetate tseem muaj chaw rau kev txhim kho hauv cov khoom lag luam high-end.