DT新材料·2026-01-26 16:05Core Viewpoint - The article highlights the significant progress made by China National Petroleum Corporation's Dushanzi Petrochemical Company in the domestic production of POE (Polyolefin Elastomer), marking a breakthrough in technology that ensures supply chain security for industries such as photovoltaics and automotive [1][2]. Group 1: POE Production and Technology - The Dushanzi Petrochemical Company has achieved a major milestone with its domestic POE adaptation project, set to produce nearly 60,000 tons of POE products by 2025, breaking the long-standing foreign technological monopoly [1]. - The innovative gas-phase method developed by the company is a historic breakthrough, with energy consumption only 60% of that of the traditional solution method, and it produces no solvent emissions, aligning with green and low-carbon development goals [1]. - The core POE grade UL0588 has reached international advanced levels in transparency and is among the top in quality stability for domestic POE, providing a reliable high-quality domestic alternative for the photovoltaic industry [1]. Group 2: Market Context and Future Prospects - As of the third quarter of last year, China's dependence on POE imports was still around 95%, indicating a significant opportunity for domestic production to fill this gap [1]. - The successful transition from laboratory to industrial production of the gas-phase POE technology represents a leap from "0 to 1," with the company accelerating the formation of an industrial cluster effect [2].