【生物基能源与材料】 获悉， 10月3日，中国 石油化工股份有限公司一项发明专利正式授权。发明专利名称为" 一种生物基聚碳酸酯及其制备方法和 应用 "，申请号为CN202111278896.6，授权公告号为CN116063671B。 通过加入具有环状结构的二聚脂肪酸，实现了诸多优势： 用专利方法制得的生物基PC，分子量≥35000，玻璃化转变温度≤100℃，断裂伸长率≥140%，冲击强度≥70kJ/m2。 值得一提的是，9月初，由 中油工程 与 中石油 参股的子公司 濮阳市盛通聚源新材料有限公司 ，也展示了 首款中国生物基PC特种工程塑料产品 。 目前，该生物基PC工业生产装置在2025年2月已成功开车，工艺采用 可再生异山梨醇生物基单体 替代共聚单体双酚A，表面硬度接近玻璃，透光率高达92%，开辟 了生物基PC本土商业化的可能性。 DT新材料，公众号：生物基能源与材料 首款中国生物基PC亮相！ 二聚酸接入聚碳酸酯链中可以 提高主链弹性 ，改善其加工性能，降低加工温度； 环状结构具有刚性，保证了共聚产物 较高的机械强度 ； 二聚脂肪酸的加入有助于苯酚脱出、推进反应进行，生成 较大分子量 的聚碳酸酯。 反观国际 ...

Core Insights - The chemical new materials industry is evolving towards high-performance materials, green low-carbon production, and intelligent manufacturing processes, with bio-based materials emerging as a prominent sector [2] - A collaboration between Kunlun Engineering and Puyang Shengtong Juyuan New Materials has led to the development of bio-based polycarbonate (PC), marking a significant advancement in domestic production capabilities [2][3] - The project aims to replace traditional bisphenol A with renewable isosorbide, resulting in a product with high transparency and potential applications in various high-value markets [2][5] Group 1: Bio-based Materials Development - Bio-based materials, such as bio-based nylon and LCP, have gained significant market attention, with companies like Haizheng Bio-materials and Kasei Biotech leading the way [2] - The bio-based PC production facility is set to be the largest in China, with a successful launch planned for February 2025, filling a domestic gap in the market [2][3] - The unique molecular structure of the new bio-based PC allows for high surface hardness and excellent optical properties, making it suitable for applications in optical lenses and automotive parts [2][5] Group 2: Technological Challenges - Key technological challenges include designing high-activity catalytic systems, enhancing the melt polycondensation process, and achieving precise control over copolymer structures [3] - The industry is also exploring alternatives such as bio-based bisphenol A and bio-based dimethyl carbonate (DMC) to replace traditional monomers [5][6] - The development of high-performance catalysts for DMC synthesis has been achieved, indicating progress towards fully bio-based polycarbonate production [5] Group 3: Market Dynamics - The current production capacity of polycarbonate in China is 3.81 million tons, with a self-sufficiency rate of 75%, but high-end products still rely heavily on imports [6] - The bio-based polycarbonate is not a direct substitute for traditional PC but represents an upgrade towards high-end applications, addressing the current market's low-end surplus [6] - Companies like Covestro and Mitsubishi Chemical are leading the global market in bio-based PC innovations, with plans for mass production of 100% bio-based products by 2025 [6][7] Group 4: Strategic Directions - China National Petroleum Corporation (CNPC) is focusing on new materials and biotechnology as key development areas, emphasizing a transition towards clean energy and sustainable materials [7][8] - The strategic plan includes advancing the development of high-end polyolefins, specialty fibers, and high-performance synthetic rubbers [8] - CNPC aims to leverage its existing oil and gas infrastructure to support the growth of renewable energy and new material sectors [8]

Core Viewpoint - Recent strategic moves by Japanese chemical companies, particularly Asahi Kasei and Mitsui Chemicals, indicate a significant shift in their business operations, focusing on restructuring and transitioning towards sustainable materials to adapt to challenging market conditions [2][3]. Group 1: Mitsui Chemicals' Business Adjustments - Mitsui Chemicals is considering the spin-off of its core Basic and Green Materials (B&GM) division, aiming to establish an independent entity by around 2027 [2]. - The B&GM division includes critical production areas such as petrochemical products, basic chemicals, and polyurethane raw materials, which are essential for various industries [2][3]. - The restructuring is part of Mitsui Chemicals' long-term plan "VISION 2030," which emphasizes business portfolio transformation and strategic alliances in specialty chemicals [3]. Group 2: Market Challenges and Strategic Responses - The company faces severe profitability challenges due to declining domestic demand in Japan and increasing competition from new overseas plants [3]. - Mitsui Chemicals has announced plans to reduce the production capacity of its TDI plant from 120,000 tons/year to 50,000 tons/year by July 2025, and to close its phenol plant in Ichihara by the 2026 fiscal year due to ongoing losses [4]. - The company is also accelerating its transition to green materials, including supplying ISCC Plus certified phenol and acetone for sustainable production [4]. Group 3: Exit from Non-Core Businesses - Mitsui Chemicals has decided to exit its fully-owned subsidiary Shimonoseki Mitsui Chemicals' nitrogen trifluoride business by March 2026, citing increased competition and rising costs as primary reasons for this decision [5].