The another large in short supply segment of EVA of class of smooth hot season or the catenary of industry of gloriole bend over that expect into silicon. Country golden negotiable securities (8.68, 0.39, 4.70%) near future announces grind the newspaper points out, as 22Q4 silicon makings new increase production can be released promote package demand growth, colophony of EVA of predicting light bend over lasts in short supply, next year or become one of link with in short supply catenary of industry of smooth hot season, tall boom hopeful lasts 2-3 year. The data shows, EVA by ethylene (E) and ester of acetic acid ethylene (VA) copolymerization gets, EVA colophony is the copolymer that shows VA content is 5%-40% commonly, and be applied in different domain further according to different VA content. Country golden negotiable securities will grind on August 8 the newspaper says, current, makings of epispastic makings, smooth hot season and cable makings are colophony of our country EVA main demand, in last few years industry of our country smooth hot season grows quickly, demand of colophony of EVA of smooth hot season increases quickly, domestic smooth dog days expected consumption is occupied 2021 than amounting to 37% , for domain of downstream big demand.
On the other hand, film of glue of smooth hot season already was become now is the one part with indispensable component of smooth hot season, in component of smooth hot season cost is occupied than about 8% , among them EVA glue film is to be occupied at present than expensive glue film product. Current, case restrains market price of particle of EVA of class of domestic smooth dog days twenty-eight thousand five hundred yuan / ton. Country golden negotiable securities grinds the newspaper predicts at the same time, short-term and downstream demand enters peak period, price of EVA of smooth hot season the hopeful inside year innovates again tall. Those who deserve attention is, be carried by bearing of Gao Jing of EVA of class of smooth hot season brace up, many relevant share price rises considerably now. From low in April heretofore, oriental Cheng Hong (23.56, - 0.53, - 2.20%) accumulative total goes up greatly turn over times, couplet new division (56.99, - 1.8, - accumulative total of 3.06%) share price goes up greatly 256% .
The letter amounts to negotiable securities Chen Shuxian to will grind on June 13 newspaper middle finger goes out, according to European light guild forecasts volt industry association and smooth hot season, did not come 4 years, installation amount of the Fu Xinzeng that reach light will be maintained maintain high speed to grow. Smooth 2022 Fu Nianjun adds installation amount newly to predict to be 181GW-271GW, drive here, demand of particle of EVA of 2022-2025 time bend over is about 115, 128, 145 mix 1.61 million tons, maintain relatively high speed grows.
Chen Shuxian thinks, because smooth hot season uses EVA to manufacture technology to device,ask taller, produce to follow-up construction can the enterprise, yield more quickly the company that smooth hot season uses EVA can the faster cake that breaks up makings of smooth hot season. In the meantime, the negotiable securities that bring a letter grinds the newspaper says, sheet of glue film company makes the same score particle of EVA of gain benefit from benefit from to rise in price, hopeful of glue film company measures Li Qisheng. According to the country golden negotiable securities grinds the newspaper shows, manufacturer of EVA of class of bend over of domestic main light includes Yang Zishi to change, couplet new division 6. In addition, oriental Cheng Hong, Rong Chengshi is changed (16.03, 0.04, the enterprise such as 0.25%) also is entered in succession currently bureau.
From appear on the market will look in the company, couplet new division is bibcock of colophony of EVA of class of domestic smooth dog days, have EVA to produce at present can 150 thousand tons, 2 quarters ability changes makings of gloriole bend over to occupy come than promotion 80% above. In the meantime, china Xin negotiable securities will grind on July 26 the newspaper is mentioned, company 90 thousand tons / year the project such as device of combination of acetic acid ethylene plans 2023 first half of the year put into production, can realize one of main raw material at the appointed time VA is completely self-sufficient, gain ability promotes further. Another bibcock east fills rainbow the end of the year finished infuse Si Erbang last year, expressed in interactive platform recently, the company is home's old smooth dog days to expect EVA produces business at present. The letter amounts to negotiable securities to express, the company is in plan 750 thousand tons / year EVA is produced after can needing go into operation, will realize EVA1000000 ton produce can, predict income is added compared to the same period this year fast 115.5% .
Flourish fills petrifaction criterion to expressed in interactive platform reply recently, the product of EVA of smooth hot season that the company produces already offerred money directly to domestic mainstream manufacturer, after waiting for EVA enlarge to produce a plan to finish, at the appointed time hopeful becomes EVA to produce can big company. Nevertheless, those who need an attention is, although at present the values EVA of class of smooth hot season generally later period inside course of study develops, the market also has pessimistic view to think, although the four seasons spends silicon makings to be produced newly,can release, but price of makings of early days silicon when can fall after a rise is sealed, if package cost pressure increases continuously, purchase will put delay, EVA serves as the important upriver raw material in catenary of industry of smooth hot season to suffer an effect inevitably. In addition, country golden negotiable securities grinds newspaper clew, POE colophony is the producer goods that is film of glue of smooth hot season likewise, accordingly, if POE colophony furnishs to grow quickly, or batteries new technology encloses material to ask to change to package, may affect demand of colophony of EVA of smooth hot season.
