鼎际得中试投产：POE产业链实现完整可控 重点领域已有意向客户

Core Viewpoint - The successful trial production of POE products by Dingjide's subsidiary marks a significant step towards establishing a complete and controllable POE production chain, addressing the growing demand in the photovoltaic and automotive sectors [1][2][3][4] Group 1: Production and Technology - Dingjide's trial production of POE products has achieved stable operation and met international standards, laying a solid foundation for the planned annual production of 200,000 tons of POE [1] - The company has independently developed and verified the performance of metallocene catalysts, which are crucial for POE production, achieving industry-leading standards [1][4] - The successful trial production indicates that Dingjide has overcome three major technical challenges in POE domestic production, enhancing its competitive edge in the market [4] Group 2: Market Demand and Applications - The demand for POE in the renewable energy sector is expected to surge, with projections indicating a potential global demand of nearly 1 million tons by 2025, significantly outpacing other application areas [2] - Dingjide is targeting major automotive manufacturers, as the lightweight and weather-resistant properties of POE make it suitable for various automotive components, further driving demand [3] - The company aims to fill the current domestic supply gap in POE production, as existing capacities are nearly non-existent, positioning itself as a key player in the market [2][3] Group 3: Strategic Positioning - Dingjide has established strong relationships with downstream customers in the polyolefin industry, particularly in antioxidant and POE particle applications, providing a solid foundation for customer expansion [2] - The company’s ability to produce its own metallocene catalysts and α-olefins allows it to maintain control over the entire POE production chain, reducing reliance on foreign technology and enhancing profit margins [4] - With the completion of trial production, Dingjide is well-positioned to capture a larger market share in the trend of domestic substitution for high-end materials [4]