光学级甲基丙烯酸甲酯系共聚物(TOPM)
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规划100亿!国内首个!又一高端化工新材料投产
DT新材料· 2025-12-17 14:06
Core Viewpoint - The article highlights the advancements in the optical resin industry in China, particularly focusing on the achievements of Tuokene Technology in breaking the reliance on imports and establishing itself as a leader in high-end optical materials production [2][4]. Group 1: Industry Developments - Tuokene Technology has launched its second-phase project with an annual production capacity of 41,000 tons of optical resin, marking a significant milestone in domestic production capabilities [2]. - The company has become the first in China to achieve industrial-scale production of cyclic olefin copolymer (COC) and high-refractive index polycarbonate (PC) [2][4]. - The first phase of production for special cyclic olefin copolymer (SOOC) was successfully launched in November 2023, with full production and sales already established [4]. Group 2: Production Capacity and Future Plans - Tuokene Technology's total production capacity for COC has reached 10,000 tons per year, with plans for a third phase project aiming for a total capacity of over 150,000 tons by 2030 [4]. - The company has established production lines for various optical materials, achieving a total capacity of 51,000 tons, with applications in high-value sectors such as optical lenses, biomedical, integrated circuits, aerospace, and intelligent driving [4]. Group 3: Market Position and Collaborations - Tuokene Technology has formed partnerships with leading companies such as Geely Automotive Research Institute and Yutong Optical, enhancing its market position in the optical materials sector [4]. - The company is actively involved in the development of a joint innovation laboratory for automotive optical materials with Geely, indicating a strong focus on collaboration within the industry [4]. Group 4: Competitive Landscape - The high-end optical PC market is currently dominated by foreign giants, but domestic companies like Tuokene Technology are making significant strides in entering core supply chains, as evidenced by WanHua Chemical's recent product launch [7]. - Other domestic players are also emerging in the COC market, with several companies announcing new production lines and projects, indicating a growing competitive landscape [8].