Under the new economy, the chemical industry has a broad space and significant advantages

At present, China's EVA import quantity is highly dependent, but the domestic substitution rate has an upward trend in the past two years. From the demand side, photovoltaic demand in 2020 and 2021 will rise rapidly, accounting for the proportion of total demand continues to rise, with the development of the new energy industry, photovoltaic will become the main demand side of EVA, and the current domestic capacity to ensure stable large-scale production to meet the demand, it may still take 1-2 years, during which there is expected to be a large demand gap.

Trichlorosilane is the intermediate material for the manufacture of polysilicon and silane coupling agent, of which polysilicon is the main material of solar panels. Trichlorosilane can be divided into ordinary grade, photovoltaic grade and electronic grade, at present, China's electronic grade trichlorosilane relies heavily on imports, photovoltaic grade trichlorosilane production capacity is limited, ordinary grade trichlorosilane production capacity is sufficient. China's common grade trichlorosilane is currently mainly serving silane coupling agent industry, with the rise of new energy industry, photovoltaic grade polysilicon demand is rising rapidly. At present, China's polysilicon imports are still huge, but the overall decline in the past five years, domestic substitution has become a new development trend. At the same time, the price of photovoltaic grade polysilicon has continued to rise since 2020, which will promote the expansion of domestic enterprises' production capacity and technological update.