国产“工业黄金”实现规模化供应

Core Insights - China National Petroleum Corporation's Dushanzi Petrochemical Company has made significant progress in the domestic production of POE (polyolefin elastomer), with plans to produce nearly 60,000 tons of POE products by 2025, marking the industrialization and large-scale supply of a domestically developed gas-phase polymerization process [1][4] - The domestic reliance on imported POE is currently around 95%, highlighting the urgent need for domestic alternatives to support strategic emerging industries such as photovoltaics and new energy vehicles [3][4] Group 1 - POE is recognized for its combination of plastic processability and rubber elasticity, making it essential in high-end applications like photovoltaic modules and lightweight automotive components [3] - The gas-phase process developed by Dushanzi Petrochemical is more environmentally friendly, with energy consumption approximately 60% lower than the traditional solution method, and it produces lower volatile organic compounds [3][4] - The core indicators of the main product UL0588 have reached international advanced levels, with improved weather resistance, moisture barrier properties, and longevity compared to imported alternatives [3][4] Group 2 - Since 2015, Dushanzi Petrochemical has focused on high-end polyolefin research, achieving industrialization in related fields, which laid a solid foundation for POE production [4] - The company has completed a full set of POE technology process packages and is promoting this technology internally within China National Petroleum, aiming to accelerate the formation of an industrial cluster effect [4] - By the end of 2026, the total production capacity of POE by China National Petroleum is expected to exceed 300,000 tons, providing crucial support for the supply chain security of new energy and other emerging industries [4]