2026年中国低密度聚乙烯行业发展现状、竞争格局及趋势预测
Sou Hu Cai Jing·2025-12-13 05:31

Core Insights - The low-density polyethylene (LDPE) industry in China is experiencing steady growth in production capacity and output, but it still falls short of meeting domestic demand, leading to significant imports [1][16] - The market size for LDPE in China is projected to reach 61.193 billion yuan in 2024, reflecting a year-on-year growth of 13.36% [2][18] - The industry faces challenges such as product homogeneity and a lack of high-end products, necessitating continued imports [1][16] Group 1: Industry Overview - LDPE is characterized by its soft texture and high elasticity, making it dominant in the film products sector, including food and cosmetic packaging [1][14] - As of 2024, China's LDPE production is estimated at 3.6903 million tons, with apparent demand at 6.1034 million tons [1][14] - The production technology for LDPE in China is entirely imported, primarily from companies like LyondellBasell and ExxonMobil [7] Group 2: Import and Export Analysis - In 2024, China's LDPE imports are expected to be 2.9562 million tons, a decrease of 4.04% year-on-year, with an average import price of 8,388.81 yuan per ton, up 0.94% [1][16] - The export volume for LDPE in 2024 is projected at 243,100 tons, an increase of 2.82% year-on-year, with an average export price of 10,749.62 yuan per ton, down 5.26% [1][16] Group 3: Market Dynamics - The market price for LDPE in China has shown a trend of decline followed by growth, with an average price of approximately 10,026 yuan per ton in 2024, reflecting an 11.34% increase year-on-year [2][18] - The market dynamics are influenced by factors such as raw material prices, operating rates, downstream demand, and import/export prices [2][18] Group 4: Competitive Landscape - The production capacity in China's LDPE sector is predominantly held by state-owned enterprises, accounting for 59.04% of total capacity [20] - The largest LDPE producer in China is Yangzi-BASF Chemical Co., Ltd., with a market share of 7.28%, followed by Sinopec Beijing Yanshan Company at 6.92% [20][21]