Core Viewpoint - The strategic cooperation memorandum signed between Transfar Zhilian and Petronas aims to explore joint ventures in producing and selling polybutadiene rubber in China and Malaysia, targeting Southeast Asia and global markets [1] Group 1: Resource Integration - The partnership will leverage Petronas's direct supply of petrochemical raw materials, such as butadiene, to significantly reduce procurement costs for Transfar's subsidiary, enhancing supply chain resilience [2] - Joint development of high-value new material products will be pursued, utilizing Petronas's advantages in the C4 and C5 industrial chains [2] Group 2: Market Expansion - Transfar will utilize Petronas's established distribution networks in Southeast Asia and Europe to accelerate entry into high-end manufacturing supply chains along the Belt and Road Initiative, focusing on sectors like new energy vehicles and high-end tires [2] - Transfar's innovative nickel/neodymium-based continuous preparation technology for butadiene rubber will complement Petronas's strengths in green chemical solutions and new energy oil technologies [2] Group 3: Southeast Asia Market Opportunities - The Southeast Asian market is projected to account for 50% of the global consumption of polybutadiene rubber by 2025, with a stable annual growth rate of 2%-3% [3] - Transfar aims to deepen customer cooperation and market penetration in this region, with expectations of a 30% year-on-year increase in overseas sales by 2025 [3] - The collaboration signifies a shift in Transfar's international strategy from "product trade" to "industrial chain community," enhancing its global competitiveness through capacity and industry synergy [3]
传化智联牵手亚洲能源巨头 加速顺丁橡胶业务出海