格隆汇12月2日丨万凯新材(301216.SZ)公布，公司全资子公司正达凯一期60万吨乙二醇项目（简称"乙 二醇项目"）目前前端合成气制备、乙二酸二甲酯（简称"DMO"）合成、空分等装置尚有余量，本项目 将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的前提下，利用乙二醇装 置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高项目整体综合效率。本 项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸及+8939Nm3/h氢气的 生产能力。 项目建设内容：项目占地面积约40亩，以正达凯一期乙二醇装置的乙二酸二甲酯为原料，采用乙二酸二 甲酯水解法制乙二酸生产工艺，建设年产10万吨乙二酸的生产能力。建设内容为反应精馏装置、结晶/ 真空过滤装置、干燥装置、包装装置、乙二酸仓库、公用工程装置及变电站等相关配套设施。 ...

智通财经APP讯，万凯新材(301216.SZ)发布公告，公司拟通过全资子公司四川正达凯新材料有限公司 (以下简称"正达凯")投资建设"产能提升年产10万吨乙二酸技改项目"。公司全资子公司正达凯一期60万 吨乙二醇项目(以下简称"乙二醇项目")目前前端合成气制备、乙二酸二甲酯(简称"DMO")合成、空分等 装置尚有余量，本项目将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的 前提下，利用乙二醇装置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高 项目整体综合效率。本项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸 及+8939Nm³/h氢气的生产能力。 ...

项目建设内容：项目占地面积约40亩，以正达凯一期乙二醇装置的乙二酸二甲酯为原料，采用乙二酸二 甲酯水解法制乙二酸生产工艺，建设年产10万吨乙二酸的生产能力。建设内容为反应精馏装置、结晶/ 真空过滤装置、干燥装置、包装装置、乙二酸仓库、公用工程装置及变电站等相关配套设施。 格隆汇12月2日丨万凯新材(301216.SZ)公布，公司全资子公司正达凯一期60万吨乙二醇项目（简称"乙 二醇项目"）目前前端合成气制备、乙二酸二甲酯（简称"DMO"）合成、空分等装置尚有余量，本项目 将通过提升前端负荷的方案提高现有乙二醇装置利用率，在不影响乙二醇产量的前提下，利用乙二醇装 置中间产品DMO为原料，采用水解法生产工艺，制备乙二酸并副产氢气，提高项目整体综合效率。本 项目计划总投资金额约3.5亿元，建设期9个月，建成后将形成年产10万吨乙二酸及+8939Nm3/h氢气的 生产能力。 ...

每经AI快讯，12月2日，万凯新材（301216）(301216.SZ)公告称，公司通过全资子公司四川正达凯投资 建设"产能提升年产10万吨乙二酸技改项目"，总投资约3.5亿元，建设期9个月，建成后将形成年产10万 吨乙二酸及8939Nm/h氢气的生产能力。该项目旨在提升现有乙二醇装置利用率，丰富产品结构，增强 市场抗风险能力。随着锂电池产业的快速发展，乙二酸在磷酸铁锂的需求持续提升，已成为国内乙二酸 应用的核心增长领域。乙二酸主要用于乙二酸亚铁法生产磷酸铁锂，该工艺能制备高压实密度、循环衰 减少的高端磷酸铁锂产品。 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - In 2024, global pure benzene consumption exceeded 65 million tons per year, with China being the largest consumer and importer, consuming over 25 million tons and having almost no exports [1]. - The five major downstream products of pure benzene (styrene, caprolactam, phenol, aniline, and adipic acid) account for about 95% of domestic benzene demand [1]. - Over the past five years, the consumption of pure benzene by the five major downstream industries has increased, mainly driven by the expansion of downstream product capacities [3]. - Globally, Western Europe, China, and the United States are the main importers of pure benzene, while Eastern Europe, the Middle East, India, Southeast Asia, Japan, South Korea, Canada, and South America are net exporters [7]. - South Korea is the world's largest exporter of pure benzene, with its exports to China and the United States increasing significantly in recent years [9]. - China's pure benzene imports have been rising year - by - year due to strong downstream demand, and South Korea is the largest source of imports [11]. 3. Summary by Relevant Catalogs 1. Pure Benzene Consumption 1.1 Domestic Pure Benzene Consumption by Downstream Industry Distribution - Styrene is the main downstream product of pure benzene, consuming over 12 million tons in 2024, accounting for over 40% of domestic pure benzene consumption [1]. - Caprolactam and phenol together consumed about 10 million tons of benzene in 2024, aniline about 3.5 million tons, and adipic acid less than 2 million tons [1]. - The consumption growth of the five major downstream industries in the past five years was driven by capacity expansion, such as the growth of styrene and phenol capacities and the expansion of caprolactam capacity due to increased demand in related industries [3]. 1.2 Pure Benzene Consumption by Regional Distribution - East China is the largest domestic pure benzene consumption market, with a demand share of nearly 60% in 2024 and showing high - speed growth [5]. - North China, Northeast China, and South China had similar consumption volumes of about 2.5 million tons in 2024, and South China had a relatively fast consumption growth rate in the past five years due to the growth of local styrene capacity [5]. - The total benzene consumption in other domestic regions was about 3 million tons in 2024 [5]. 2. Pure Benzene Trade Pattern 2.1 Pure Benzene International Trade - Western Europe, China, and the United States are major importers, while Eastern Europe, the Middle East, India, Southeast Asia, Japan, South Korea, Canada, and South America are net exporters [7]. - The most active trade areas are Asian countries' exports to China and the pure benzene arbitrage between South Korea and the United States [7]. - South Korea's pure benzene exports increased significantly in recent years, reaching 3.38 million tons in 2024, mainly to China and the United States, accounting for over 90% of its total exports [9]. - China's pure benzene imports reached a new high in 2024, with South Korea being the largest source, accounting for half of the total imports [11]. 2.2 Pure Benzene Domestic Trade Pattern and Flow - Northeast and Northwest China produce a large amount of by - product pure benzene but have relatively low downstream consumption, resulting in a net outflow of about 2 million tons in 2024 [13]. - East China has a large supply gap of about 6.5 million tons in 2024, with about 3.5 million tons met by imports [13]. - Shandong and Fujian need to transfer more pure benzene from other regions due to the large - scale commissioning of downstream refining and chemical facilities [13]. - In general, pure benzene flows from the Northwest to East and Southwest China, from the Northeast and North China to East China, and some imported goods in East and South China flow to the inland [13]. 2.3 Pure Benzene Domestic Logistics - Domestic pure benzene is mainly transported by road and water, with a small amount by pipeline and railway, and the transportation policy is relatively stable with mature routes [15]. - Road transportation is mainly used for cross - regional circulation in Hebei, Henan, Shandong, Jiangsu, and Anhui, with relatively large cost fluctuations [15]. - Sea transportation is mainly used in Liaoning, Shandong, Jiangsu, Zhejiang, Fujian, and Guangdong, with fixed routes and relatively stable costs [15].