环氧产业聚力谋划可持续发展

Core Viewpoint - The epoxy ethane (EO) industry in China is facing intensified competition in basic products, a shortage of high-end products, and rising raw material costs, necessitating a focus on technological innovation and collaborative development across the industry chain to pursue high-end, international, and integrated growth paths [2]. Group 1: Industry Challenges and Strategies - The EO industry must address structural contradictions such as excess low-end capacity and a shortage of high-end products by entering a new "value competition" arena focused on technology, quality, and service [2]. - Experts emphasize the need for a global collaboration platform to expand the industry's development space and to strengthen the synergy between production, academia, and research to achieve self-sufficiency in key raw materials and technologies [2]. - The EO industry should focus on four key areas to enhance competitiveness: developing a complete industry chain from ethylene to EO and downstream products, improving the competitiveness of ethylene raw materials, increasing the scale of production facilities to lower fixed costs, and advancing high-end material research and development [3]. Group 2: Development Directions for High-Value Derivatives - In the development of high-value downstream derivatives, four directions are proposed: focusing on electronic-grade EO for advanced wafer cleaning solutions, exploring domestic alternatives for battery-grade ethylene carbonate (EC), expanding the production of biodegradable polyethylene glycol for pharmaceutical applications, and entering the green surfactant market with bio-based EO and narrow distribution catalytic technologies [4]. - The market potential for polyether amines, green surfactants, and electronic-grade ethers is significant, and companies are encouraged to select suitable market segments and enhance technological innovation to transition from bulk manufacturers to high-end solution providers [4].