研判2025！全球及中国EVOH行业生产工艺、供需现状及企业格局分析：产品供不应求，竞争格局高度集中，中国企业不断突破[图]

Core Insights - The article discusses the global market for Ethylene-Vinyl Alcohol Copolymer (EVOH), highlighting its production, consumption, and competitive landscape. EVOH is recognized as a key high-barrier material with significant applications in packaging and other industries. Industry Overview - EVOH, along with PVDC and PA, is one of the three major high-barrier materials globally. It is a random copolymer of ethylene and vinyl alcohol, known for its excellent gas barrier properties [2][3] - The production process of EVOH involves two main steps: polymerization and alcoholysis, with the first step producing EVA copolymer and the second converting it into EVOH [6][7] Production Capacity - As of the end of 2024, there are four companies globally producing EVOH, with a total capacity of approximately 214,500 tons per year. The production is concentrated in the USA, China, Belgium, and the UK [11][12] - The USA has the largest production capacity at 99,000 tons, accounting for 46.2% of the global total, followed by China with 42,500 tons (19.8%) [12] Consumption Trends - The global consumption of EVOH is projected to reach approximately 190,000 tons in 2024, with North America being the largest market, accounting for about 40% of total consumption [13][15] - In China, the consumption of EVOH is expected to be around 32,000 tons in 2024, with a compound annual growth rate of 5.8% from 2021 to 2024 [15][16] Competitive Landscape - The EVOH production market is highly concentrated, with only four companies capable of large-scale production: Kuraray, Mitsubishi Chemical, Changchun Group, and Sinopec Chuanwei. Kuraray and Mitsubishi Chemical together contribute over 80% of the total capacity [19] - In the Chinese market, Changchun Group holds a significant share, leveraging its cost advantage in general packaging materials, while Sinopec Chuanwei has recently entered the market with competitive products [19] Future Developments - Several companies in China are planning to establish new EVOH production facilities, with projects expected to be completed between 2025 and 2026, indicating a growing interest in expanding domestic production capabilities [20]