风光股份拟收购三石博涛51%股份 致力POE催化剂自主可控

Core Viewpoint - The domestic breakthrough in the production of Polyolefin Elastomer (POE) has made significant progress in the catalyst segment, with Fengguang Co. planning to acquire 51% of Ningxia Sanshi Botao Technology Co. for 5.2 million yuan, marking a step towards self-sufficiency in the POE industry [1] Group 1: Company Developments - Fengguang Co. focuses on the research, production, and sales of high-performance polymer chemical additives and is a leading enterprise in the domestic antioxidant industry [1] - The acquisition of Sanshi Botao represents Fengguang's further expansion in the field of metallocene catalysts, which are crucial for POE production [1] - The company aims to optimize resource allocation and enhance profitability following the acquisition [4] Group 2: Industry Insights - POE is a copolymer elastic material with excellent weather resistance, chemical performance, toughness, and processing capabilities, primarily produced using metallocene catalysts [2] - The demand for POE is rapidly increasing, particularly in photovoltaic encapsulation films, driven by the growth of N-type solar components [3] - China has been heavily reliant on imports for POE due to high technical barriers, but domestic production capacity is expected to exceed 6 million tons per year, with an additional 1 million tons added this year [3][4] - The breakthrough in metallocene catalyst production is significant for achieving self-sufficiency in the POE industry, addressing critical supply constraints [3]