PEEK行业：供需格局、市场前景、产业链及公司（附29页PPT）

Core Viewpoint - The PEEK industry is experiencing rapid growth due to its superior properties compared to metals and conventional plastics, making it a key material in robotics and various high-end applications [2][3]. Industry Overview - PEEK (Polyether Ether Ketone) is a type of high-performance engineering plastic with superior mechanical, thermal, and chemical properties, making it suitable for demanding applications [6][11]. - PEEK is classified as a special engineering plastic, with its performance and added value being the highest among plastics [6]. Market Status - The global PEEK market is projected to grow significantly, with China's consumption expected to increase from 2,480 tons in 2022 to 5,079 tons by 2027, reflecting a CAGR of 15.42% [33][35]. - In 2022, the Chinese PEEK market was valued at approximately 1.496 billion yuan, with the electronic information sector being the largest consumer [51]. Process Route Comparison - PEEK can be synthesized through two main routes: nucleophilic substitution and electrophilic substitution, with the former yielding higher purity but at a higher cost [39][45]. - The nucleophilic substitution route is the primary industrial method, utilizing fluoroketone as a key raw material, which constitutes about 50% of the production cost [40][48]. Supply and Demand Structure - The demand for PEEK is broad, with applications in aerospace, automotive, and medical fields, driven by its excellent properties such as high strength and temperature resistance [51]. - The supply side is characterized by a few dominant players, with Victrex being the largest global producer, followed by Syensqo and Evonik [25][29][31]. Industry Chain Analysis - The PEEK industry chain includes raw material procurement, polymerization, processing, and forming, with significant investment required for high-purity production [18][22]. - The production process involves multiple steps, including polymerization, cooling, and various processing techniques to achieve the desired product forms [18][26]. Related Companies - Victrex is the largest PEEK producer globally, with a production capacity of 8,000 tons per year expected by 2024 [25]. - Syensqo, the second-largest producer, focuses on applications in electronics and aerospace, with a production capacity of 1,500 tons per year [29]. - Evonik, the third-largest producer, has a production capacity of 1,250 tons per year and primarily exports to Europe [31]. Market Cost Reduction Core - The cost structure of PEEK production is heavily influenced by raw material prices, particularly fluoroketone, which is critical for maintaining product quality [40][42]. - Efforts to reduce costs include optimizing the supply chain and increasing domestic production capabilities to enhance competitiveness [35]. Market Outlook - The PEEK market is expected to continue its upward trajectory, with significant growth opportunities in robotics and other high-tech applications due to its lightweight and durable properties [51].