视频丨国产“工业黄金”获关键突破 光伏核心材料实现规模化生产

Core Viewpoint - The successful large-scale production of polyolefin elastomer (POE) at Dushanzi Petrochemical in Xinjiang marks a significant advancement for China, reducing reliance on imports for this critical material used in strategic emerging industries like photovoltaics [1][3]. Group 1: Production and Technology - Polyolefin elastomer is a unique high-end material that combines the processability of plastics with the elasticity of rubber, making it essential for industries such as photovoltaics [3]. - The technology for POE production has transitioned from laboratory to industrial scale, with Dushanzi Petrochemical expected to produce a total of 58,000 tons by 2025, completing the full chain of technical processes [3][10]. - The newly developed gas-phase polymerization process for POE production fills a domestic technological gap and is more environmentally friendly, reducing overall energy consumption by approximately 40% compared to international mainstream technologies [7][9]. Group 2: Product Performance and Benefits - The POE produced has a light transmittance of over 90%, enhancing the efficiency of photovoltaic modules, while its excellent weather resistance and moisture barrier properties extend the lifespan of solar panels from 25 to over 30 years [5]. - The gas-phase production process generates no solvent emissions, resulting in low volatile content and minimal odor, aligning with green and low-carbon requirements [9]. Group 3: Market Impact and Future Outlook - Historically, China relied on imports for polyolefin elastomer, with dependency exceeding 95%. The new production capabilities are expected to significantly enhance supply chain security for emerging industries [7]. - The complete technical process for POE is being rapidly promoted, with total production capacity projected to exceed 300,000 tons by the end of 2026, providing crucial support for the supply chain of new energy and other emerging industries [10].