摘要
现阶段,在政策、市场与技术的三重驱动下,我国环氧丙烷产业产能持续扩张,产业链向规模化、上下游一体化发展。但面对环氧丙烷产能的集中释放,下游表现不佳,市场格局由供不应求转为供过于求,市场竞争压力加剧。文章分析了2022年我国环氧丙烷供需错配、盈利不佳的艰难市场现状,预测2023年将继续以产能消化为主,市场话语权将更加向下游倾斜。同时对当下环氧丙烷下游电解液、可降解塑料等热点话题进行探讨,提出产业升级导向。
Driven by the policies,market and technology,China's propylene oxide capacity will continue to expand,and the industrial chain will develop towards large-scale and upstream-downstream integration.However,with the huge release of propylene oxide capacity and the slack demand in the downstream,the market pattern has changed from short supply to oversupply,and market competition and pressure have intensified.This article analyzes the tough market situation of propylene oxide supply-demand mismatch and poor profit in 2022,and predicts that it will need to further absorb the surplus capacity in 2023,and the market discourse will be more inclined to the downstream.The current hot issues such as downstream electrolyte of propylene oxide and degradable plastics are also discussed.
作者
窦悦珊
吕晓东
Dou Yueshan;Lü Xiaodong(SINOPEC Economics&Development Research Institute Company Limited,Beijing 100029,China)
出处
《当代石油石化》
CAS
2023年第5期21-25,共5页
Petroleum & Petrochemical Today
关键词
环氧丙烷
市场
技术
产能过剩
发展趋势
propylene oxide
market
technology
overcapacity
development tendency
