合成树脂：成功构建现代产业体系

Core Insights - The "14th Five-Year Plan" period is a critical stage for China's synthetic resin industry, transitioning from scale expansion to quality improvement and from technology following to independent leadership [1] Group 1: Industry Growth and Capacity - The synthetic resin industry achieved historic breakthroughs during the "14th Five-Year Plan," reversing the reliance on imports, with domestic production and consumption expected to reach 127 million tons and 137 million tons respectively in 2024, marking increases of 7.4% and 5.2% year-on-year [2] - The self-sufficiency rate of synthetic resins improved from 73% in 2020 to 90% in 2024, with many previously imported varieties now produced domestically [2] Group 2: Product Structure Optimization - The industry has developed a collaborative growth pattern of "general + engineering + specialty" resins, with general resin capacity reaching 122 million tons in 2024, accounting for 80% of total capacity [3] - Engineering plastics production is globally leading, with polycarbonate (PC) production increasing from 610,000 tons in 2015 to 3.81 million tons in 2024, and nylon 66 rising from 275,000 tons to 1.261 million tons in the same period [3] Group 3: Technological Advancements - Significant breakthroughs in core technology and equipment have been achieved, with major ethylene and aromatic production technologies now largely autonomous, and coal-to-olefins (MTO) technology leading globally [4] - The competitiveness of equipment exports has been highlighted, with companies exporting to over 130 countries and regions [4] Group 4: Circular Economy and Sustainability - The synthetic resin industry has established a closed-loop ecosystem covering the entire lifecycle from synthesis to recycling, integrating deeply into national strategic emerging industries [5][6] - Breakthroughs in physical recycling and chemical recovery technologies are expected to increase the plastic recycling rate to over 30% by 2025 [6] Group 5: Internationalization and Regional Development - The industry is actively integrating into a "dual circulation" pattern, with synthetic resin exports projected to exceed 17 million tons in 2024, expanding markets beyond Asia and Europe to the Middle East, Africa, and South America [7] - Regional clusters have formed in China, with five provinces accounting for nearly half of the national production, leveraging local resources to build a closed-loop industrial chain [7]