Welcome to the Industrial Automation website!

NameDescriptionContent
HONG  KANG
E-mail  
Password  
  
Forgot password?
  Register
当前位置:

Short-term changes in the chemical industry brought about by carbon neutrality

来源: | 作者:佚名 | 发布时间 :2023-11-28 | 282 次浏览: | Share:

1.1. The expansion of annual production capacity will slow down and the growth rate of fixed assets will slow down in 2021

The capacity expansion of the chemical sub-industry slowed down in 2021. In 2021, the production capacity of 20 sub-industries in 33 sub-industries will expand, but the growth rate of production capacity will increase significantly compared with the average level of the past three years, only the petrochemical industry chain expansion varieties such as propylene oxide, caprolactam, PC, DMC and related varieties of MDI's own enterprises. At the same time, the production capacity of 10 sub-industries such as DMF, caustic soda, soda ash, yellow phosphorus, polyester filament, and carbon black contracted, and the production capacity growth of the remaining products was flat or significantly decreased compared with the past three years. This also shows that in the context of carbon neutrality, subject to energy control and strict approval, the rate of capacity expansion may remain low.

With the beginning of 2021 as the dividing line, the growth rate of fixed assets and the proportion of fixed assets of listed companies in the basic chemical industry (a total of 422 companies in the basic chemical industry after adjustment according to Shenwan Level classification) have decreased significantly. Since Q1 of 2021, the growth rate of fixed assets of listed companies in the chemical industry has rapidly decreased from 21% to 12% in Q3 of 2021, and the proportion of fixed assets in revenue has gradually decreased from 33.4% to 31.9%. In the context of carbon neutrality, the growth rate and proportion of fixed assets of chemical enterprises that rely on traditional development models may remain at a low level. (Report source: Future Think Tank)

1.2. The price of new energy-related chemicals has increased significantly, and the demand structure has changed

The price of new energy-related chemicals increased significantly. In November 2021, the price of EVA/ lithium iron phosphate/dimethyl carbonate/lithium power PVDF was 9.8/191.4/0.85/415,000 yuan/ton, with an annual increase of 15.8%/132.0%/21.4%/277.3%, and the price reached the highest point in history this year. In the context of carbon neutrality, the supply constraint is accompanied by the continuous increase of downstream demand, and the price of new energy-related chemicals may remain at a high level.

In recent years, the downstream demand structure of traditional chemicals has changed, and the proportion of new energy-related fields has gradually increased. From 2013 to 2020, the proportion of photovoltaic film in EVA downstream applications increased from 9% to 34%; From 2018 to 2020, the proportion of electrolyte solvent in downstream applications of dimethyl carbonate increased from 28% to 36%; From 2015 to 2020, the proportion of polysilicon in downstream applications of industrial silicon increased from 22% to 31%. In the context of carbon neutrality, with the continuous improvement of downstream new energy demand, traditional chemicals will also be more applied to new energy scenarios.

1.3. Some chemical enterprises enter the field of new energy

Since 2021, traditional chemical enterprises have rapidly entered new energy-related fields. For chemical enterprises, the following three advantages are what they have to enter the field of new energy: first, the advantage of raw material resources, the second is the advantage of manufacturing costs, and the third is the advantage of chemical synthesis and chemical process. For example, phosphorus chemical companies enter iron phosphate or lithium iron phosphate, and the resource advantage of phosphate ores is transformed into a cost advantage, while having a more mature chemical synthesis and chemical process basis.

Wanhua Chemical, as a leading chemical company in the field of new energy, has a wealth of new energy material patents and capacity layout. In 2020, it will enter the field of new energy through the acquisition of Zhuoneng lithium Battery. At present, it has capacity planning in the two fields of positive electrode materials and electrolyte. Wanhua's entry into the field of new energy also reflects the inevitability of leading chemical enterprises to grasp the industry trend.

1.4. New energy-related chemical enterprises are developing rapidly

New energy-related chemical enterprises have entered a period of rapid development. Seven new energy-related chemical enterprises, including Polyfluoro, Yahua Group, Tianci Materials, Njie Shares, New Zhou Bang, Dang Sheng Technology, and Star Source Materials, were taken as samples to compare with the listed companies in the basic chemical industry as a whole. Since 2021Q1, the revenue growth rate of the sample companies has remained above 100%, and the net profit growth rate has remained above 150%, which is much higher than the industry average, indicating that the sample companies are in a stage of rapid development. Under the background of carbon neutrality, new energy-related chemical enterprises will benefit from the high prosperity of the downstream industry, or will maintain a high development rate.

  • ABB 3HAC5498-1 High-Performance Control Module
  • ABB 3HAC5518-1 Industrial Control Module
  • ABB 3HAC5497-1 Industrial Control Module
  • ABB 3HAC7344-1 Mains line filter unit
  • ABB 3HAC7681-1 Process Interface Module
  • ABB 3HAC6428-1/04 high-performance control module
  • ABB 3HAC6157-1 Floppy sign/supply cable
  • ABB 3HAC10847-1 Ethernet on front,Harness
  • ABB 3HAC5566-1 Industrial Communication Bus Cable
  • ABB 3HAC9710-1 Heat exchanger unit
  • ABB IMFECI2 Industrial Control Module
  • ABB IMDS014 Digital Slave Output Module
  • ABB INIT03 Control Module
  • ABB 3HAC031683-004 Cable Teach Pendant 30m
  • ABB HAC319AEV1 High-Performance Control Module
  • ABB UFC092BE01 Binary input module
  • ABB DAPC100 3ASC25H203 Industrial Control Board
  • ABB 57160001-KX DSDO 131 Digital Output Unit
  • ABB 3HAC4776-1/1 Industrial Control Module
  • ABB DSTF610 terminal
  • ABB YB560100-EA S3 Industrial Control Module
  • ABB XO16N1-B20 XO16N1-C3.0 High-Performance Industrial Control Module
  • ABB TU804-1 Programmable Logic Controller (PLC) Module
  • ABB TU515 I/O terminal unit
  • ABB TK516 Connection Cable with Contacts
  • ABB SPCJ4D34-AA Industrial Ethernet I/O System Module
  • ABB SPAD346C Integrated Differential Relay
  • ABB 1SAM101904R0003 SK-11 Signal contact 1NO+1NC
  • ABB SE96920414 YPK112A Communication Module
  • ABB SC610 3BSE001552R1 Submodule Carrier
  • ABB SC513 PLC Analog Input Module
  • ABB SAFT110 Advanced Safety Termination Module
  • ABB RVC6-5A Control Module
  • ABB RB520 Linear Motion Controller Module
  • ABB R1.SW2/3 Industrial Control Module
  • ABB PU517 Controller Automation System
  • ABB PS130/6-75-P Industrial Control Module
  • ABB 3BSE008062R1 PM633 Processor Module
  • ABB L110-24-1 Industrial Control Module
  • ABB IMDSO14 Digital Slave Output Module
  • ABB DSU10 Control Module
  • ABB DSQC627 3HAC020466-001 Advanced Power Supply Module
  • ABB DSQC354 Industrial I/O Module
  • ABB DSQC352 High Performance Input/Output Module
  • ABB 37911-4-0338125 Control Module
  • ABB DSPC172 CPU Module
  • ABB DSBB175 Industrial PLC Expansion Module
  • ABB CR-M4LS Industrial Control Module
  • ABB CI626A 3BSE005029R1 Communication Interface Module
  • ABB BB510 (DC5256) Digital Control Module
  • ABB 61615-0-1200000 High-Precision Industrial Controller
  • ABB 3HNE 00313-1 TILLV.0317 Machine No. 64-25653
  • ABB 3HNA000512-001 Control Module
  • ABB 3HAC025466-001 Industrial Control Module
  • ABB 3HAB8101-8/08Y Industrial Control Module
  • ABB 3BHB003689 Multifunction Controller Module
  • ABB PXBHE65 206-00212 power module
  • ZUNKU 6203-2RS Deep Groove Ball Bearing
  • ZUNKU 6201-2RS Deep Groove Ball Bearing
  • ZYCOM IGLACS01281 Control Module
  • Zygo 8010-0105-02 ZMI-501 Displacement Measurement Interferometer
  • Zygo 1115-801-346 laser head cable
  • ZYGO HSSDC2 TO HSSDC2 CABLE 1115-800-055
  • ZYGO HSSDC TO HSSDC2 CABLE 1115-800-056
  • ZYGO ZMI 4104C Measurement Electronics Board
  • ZYGO ZMI-2002 8020-0211 Measurement Board
  • ZYGO 7702 8070-0102-35 Laser Head
  • ZYGO ZMI 7702 8070-0102-01X Laser Head
  • ZYGO ZMI-4004 4-Axis VME64x Measurement Board
  • ZYGO PC200 CS1115-801-346 Laser interferometer cable
  • ZYGO 8010-0105-01 ZMI Power Supply
  • ZYGO ZMI-2002 8020-0211-1-J Laser system measurement board card
  • ABB 35AE92 control card
  • ABB 200900-004 I/O Adapter PLC Board
  • Siemens 6ES7193-4CA40-0AA0 ET 200S Electronic Module
  • Siemens 6AV2124-2DC01-0AX0 Comfort Panel
  • Siemens 6ES7421-7DH00-0AB0 Digital Input Module
  • Siemens 6ES7350-2AH01-0AE0 Counter Module
  • Siemens 6ES7231-0HC22-0XA0 Analog Input Expansion Module
  • Siemens ET200SP 6ES7193-6PA00-0AA0 server module
  • Siemens 6ES7193-4JA00-0AA0 Terminal Module
  • Siemens 6AG1204-2BB10-4AA3 Ethernet Switch
  • SIEMENS 6GK1105-2AA10 SIMATIC NET series optical switching module (OSM ITP62)
  • Schneider Modicon Quantum 140CPU65260 Unity Processor
  • Schneider Modicon Quantum 140ACO02000 Analog Output Module
  • Schneider Modicon Quantum 140CPS11420 power module
  • Allen-Bradley 1747-CP3 SLC ™ Series of programming cables
  • Kollmorgen S33GNNA-RNNM-00 - Brushless Servo Motor
  • Kollmorgen 6sm56-s3000-g-s3-1325 - Servo Motor
  • Kollmorgen AKM52K-CCCN2-00 - Servo Motor
  • Kollmorgen PSR3-230/75-21-202 - Power Supply
  • Kollmorgen akm24d-anc2r-00 - Servo Motor
  • Kollmorgen AKM22E-ANCNR-00 - Servo Motor
  • Kollmorgen S60300-550 - Servo Drive
  • Kollmorgen B-204-B-21 - Servomotor
  • Kollmorgen AKM21E-BNBN1-00 - Servo Motor
  • Kollmorgen TT2953-1010-B - DC Servo Motor
  • Kollmorgen pa8500 - Servo Power Supply
  • Kollmorgen BDS4A-210J-0001-207C2 - Servo Drive
  • Kollmorgen TTRB1-4234-3064-AA - DC Servo Motor
  • Kollmorgen MH-827-A-43 - Servo Motor
  • Kollmorgen AKM24D-ACBNR-OO - Servo Motor
  • Kollmorgen 00-01207-002 - Servo Disk DC Motor
  • Kollmorgen AKM21C-ANBNAB-00 - Servo Motor
  • Kollmorgen PSR3-208/50-01-003 - Power Supply
  • Kollmorgen 6SM56-S3000 - Servo Motor
  • Kollmorgen DBL3H00130-B3M-000-S40 - Servo Motor
  • Kollmorgen 6SN37L-4000 - Servo Motor
  • Kollmorgen AKM65K-ACCNR-00 - Servo motor
  • Kollmorgen 6SM56-L3000-G - Servo Motor
  • Kollmorgen AKMH43H-CCCNRE5K - Servo Motor
  • Kollmorgen PSR4/52858300 - Power Supply
  • Kollmorgen KBM-79H03-E03 - Direct Drive Rotary Motor
  • Kollmorgen AKM33E-ANCNDA00 - Servo Motor
  • Kollmorgen U9M4/9FA4T/M23 - ServoDisc DC Motor
  • Kollmorgen AKM13C-ANCNR-00 - Servo Motor
  • Kollmorgen AKM43L-ACD2CA00 - Servo Motor
  • Kollmorgen AKM54K-CCCN2-00 - Servo Motor
  • Kollmorgen M-605-B-B1-B3 - Servo Motor
  • Kollmorgen AKD-P00606-NBAN-0000 - Rotary Drive
  • Kollmorgen 6SM-37M-6.000 - Servo Motor
  • Kollmorgen A.F.031.5 - Sercos Interface Board
  • Kollmorgen 918974 5054 - Servo PWM
  • Kollmorgen U12M4 - ServoDisc DC Motor
  • Kollmorgen AKD-B00606-NBAN-0000 - Servo Drive
  • Kollmorgen MV65WKS-CE310/22PB - Servo Drive
  • Kollmorgen 65WKS-CE310/22PB - Servo Drive
  • Kollmorgen EM10-27 - Module