Using the new data with outstanding character of extensive, function is in recent years industrial heat. PVDF (get together slant 2 fluorine ethylene) as new-style fluorine carbon thermoplastic colophony material, depend on advantage of " of the sex of outstanding " interpose report, sex that suppress report, pyroelectricity sex, become parvenu of material of the polymer that contain fluorine, its market yield occupies class already firmly the 2nd. From the point of applied market, PVDF is in lithium battery, coating, note the domain such as film of model, water treatment film, solar energy backboard to have vast applied space. Especially the flying development of industry of automobile of new energy resources, the synchronism that drove lithium battery industry flies. And in lithium battery, PVDF is the popular material choice of binder, dispersive agent and electrolyte. As industry of automobile of new energy resources development is in perch continuously, PVDF industry also when the river rises the boat goes up too, greeted the fastigium that industrial enlarge allows.
Industry of our country PVDF is quickening implementation homebred change replace
PVDF is fluorine carbon new material is familial medium member, because have special molecular structure, its stability and easy processability are very outstanding, plus be able to bear or endure exceedingly goodly ageing, be able to bear or endure high low temperature, insulation, be able to bear or endure chemical, be able to bear or endure UV function, this lets it be in the domain such as backboard of component of battery of jacket of cable of coating, wire, lithium, water treatment film, smooth hot season, having extensive applied space. Current, the market of the biggest application of industry of our country PVDF is lithium battery domain, its industry application is occupied than be as high as 39% , coating domain ranks next, occupy than achieving 30% .
Use a field with lithium battery for, the structural itself of batteries electrode includes fluid of active material, binder, collect and electric agent 4 big unit. Among them, the action of binder is felt of body of pink of will active material rises, enhance the electronic contact between fluid of electrode active material and electric agent, collect thereby. Compare with the photograph of other raw material such as SBR, CMC, PAA, PAN, the binder that makes for raw material with PVDF has good thermodynamic, electrochemistry and mechanical property, also be current the lithium battery binder of the mainstream on the market. Especially the suspension polymerization PVDF that in recent years heat warms up continuously, its outstanding dissolve bilges character and advantage of high melting point had gotten the market is approbated, make the binder raw material of product of battery of lithium of a lot of mainstreams.
From the point of the development course of industry of our country PVDF, was regarded as an industry to grow turning point 2020. Before this, be restricted by the industrial factor such as technology, craft, the is a delegate with Akema, Su Wei, Wu Yu overseas business in home market holds market dominant. These bibcock enterprises mastered the manufacturing technology of PVDF of lithium battery class, block through the technology speech of firmly control market counterpoises. Our country indigenous industry increases investment of research and development ceaselessly, capture core technology, produce quality quantity and flourishing of brand public praise. In downstream market, homebred PVDF in low end the market share of the domain expands ceaselessly, integral competition ability also promotes ceaselessly.
And begin from 2020, indigenous industry begins comprehensive from low end Xiang Zhonggao carries product market outspread. 2021-2022 year during, get the field requirement such as battery of smooth hot season, lithium is fast the drive of to the limit of one's capacity, demand of domestic PVDF market increases considerably, aggravate of contradiction of trade supply and demand. The enterprise outside holding the sea supplies the opportunity with insufficient capacity, large quantities of indigenous industries begin to grab a beach to land. 2022, crop of our country PVDF achieves seventy-one thousand one hundred tons, grow 30% above compared to the same period.
PVDF market demand maintains steady growth
Get the market big environment and supply catenary influence, the market cycle fluctuation of PVDF industry is more apparent. Generally speaking, perch period is in in product value, the industry is produced can appear generally erupt type grows, each big production company also accelerates new increase production can enter layout. Especially in recent years, a batch of companies that have PVDF of lithium report class to manufacture a technology will have device of smooth hot season, coating quickly to change the line of production lithium report, as the market rapid spread is allowed, new increase production can anticipate release continuously, bring about product value to add then fast put delay. Till 2021 later, the influence that is jumped by market demand, PVDF market value begins to go up all the way.
With dynamical cell market for, PVDF price is as high as 800 thousand yuan for a time / ton. Enter 2023, anticipate as market of car of new energy resources the abidance to cost of good, raw material is reduced, PVDF demand increases wait for element overlay, the profit margin of PVDF industry and potential of outstanding achievement growth also begin to erupt in the round.
From the point of market competition pattern, jiangzhe and Shandong area are current the industrial assemble area of our country PVDF. And in brand competition, indigenous industry had formed double strong pattern with foreign capital brand. Among them, foreign capital brand still is a delegate with Ma of division of A of old brand enterprise, and the head enterprise such as Hua Anxin material of the Shandong in indigenous industry is being depended on in R142b (1, 2 fluorine of 1- - 1- chloric ethane) the advantage that produces quota field, dedicated extend PVDF product line at serving as raw material with R142b. Opposite for, at present card of home made product still is slightly worse in the competition ability in high-end market. Be in especially respect of technical research and development, widespread presence is short board. Opposite for, although foreign capital enterprise holds staple market in high-end product domain, but raw material supplies end panel to face not little pressure, can be managed continuously and fight risk ability inadequacy.
From the point of industry whole, at present to the south of Nuo of inspire confidence in sb of Yue Ji group, Zhejiang forest, Akema, inside Meng Sanai is rich, gigantic change share to wait for the industry head enterprise that is a delegate, in produce can the be far ahead on portion, the market is spent centrally very tall, CR5 is achieved 66.78% . And release continuously as market demand, the enlarge of head enterprise produces a plan to also be in fulfil stage by stage. Among them, gigantic convert share 30 thousand tons / year PVDF ability revises a project (first phase) , twenty-three thousand five hundred tons / year PVDF colophony project, boat of god of Shandong an ancient name for China 30 thousand tons / year get together slant fluorine ethylene (PVDF) reach form a complete set 35 thousand tons / year the priority discipline such as VDF project will be in today bright build go into operation two years.
Industry of science and technology provides growing space for PVDF
Enter since 2023, car of consumptive electron, new energy resources, smooth hot season store the high speed that can wait for an industry develops, let PVDF market demand promote continuously. This among them, market of car of new energy resources is the backbone force that ensures PVDF industry can grow continuously more.
With data of count of car consumption market will look June, market of car of new energy resources is retail amount to 665 thousand, grow 25.2% compared to the same period. 2023 1-6 month, market accumulative total is retail car of new energy resources 3.086 million, grow 37.3% compared to the same period. The amplification of dimensions of market of car of new energy resources, need battery market necessarily prop up. According to alliance of innovation of industry of cell of Chinese car power data shows, 2023 1-5 month, accumulative total of cell of our country power installs car volume to be 119.2GWh, grow 43.5% compared to the same period. Predict to 2025 the whole world will exceed 120 thousand tons to the demand of PVDF of lithium report class. Can foreknow, grow ceaselessly as the market demand such as downstream lithium battery, the market application perspective of PVDF will be more wide.
From the point of market supply and demand, 2022-2025 year, our country PVDF always is produced can hopeful rises from 135 thousand tons 239 thousand tons, with 69 thousand tons of photograph comparing 2020, produce can come true times add, but the requirement that this still cannot satisfy the existing market that put an amount and prospective increment market. Because downstream demand also lies on the orbit of rapid growth, especially smooth hot season and lithium battery two big markets, use the core that makes prospective PVDF the market. According to Chinese smooth hot season guild is forecasted, predict 2025, global smooth hot season adds installation amount newly to will achieve 330GWh, 2.4 times this was 2020. Occupy GGII additionally (academy of senior engineer industry lithium report institute) data shows, predict 2025, volume of shipment of market of Chinese lithium battery will exceed 610GWh, year compound increase rate is about 34% . Get " smooth hot season + circuit of two great new energy resources adds lithium report " hold, PVDF industry is valued by industry and investment group.
From the point of industrial position and investment point of view, PVDF industry development is spent to the dependence of raw material market very tall. Enter tall boom period as the market especially, master raw material to supply speech to counterpoise to have the company that form a complete set of R142b raw material supplies especially, inevitable meeting promotes the market portion steadily by right of raw material advantage and dimensions advantage. From the point of policy level, at present market of R142b raw material still implements quota system, the 2nd generation makes combinative developing country of cryogen cut a plan, predict 2025, r142b raw material is supplied will cut down 67.5% , this will produce bigger effect to the supply of PVDF industry. Can foreknow, as raw material end supplies systole, prospective PVDF industry provides will still hasten is close, relevant product value will rise continuously. Had done ahead of schedule supply catenary layout and the company that has mature industry catenary and market, powerful dominant position will be held in competition of prospective PVDF market.