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新开源(300109) - 新开源调研活动信息(2)
300109NKY(300109)2022-11-14 05:03

PVP Applications and Market Trends - PVP series products are one of the three major new pharmaceutical excipients, widely used in traditional pharmaceutical industries and various industrial fields such as coatings, water treatment, oil and gas extraction, and food industries [2] - In the new energy sector, PVP is used as a dispersant and processing aid in lithium battery conductive systems, with a usage of approximately 15 tons per GWh [2] - The demand for PVP in the new energy battery field is growing significantly, with 2021 usage at around 1,000 tons and current indicative orders at approximately 2,000 tons [2] - In the photovoltaic industry, PVP is used in silver paste for solar panel coatings, with usage varying between 20-50% depending on manufacturer technology [3] PVP Pricing and Supply Chain - PVP product prices are primarily influenced by raw material costs, with prices adjusted to over 70,000 yuan per ton by the end of 2021 due to BDO price increases [3] - The company plans to adjust prices based on supply and demand conditions [3] Oruzd Products and Market Performance - Oruzd is a linear molecular structure, water-soluble electrolyte polymer with excellent chemical stability and various applications in medical, agricultural, and light chemical industries [3] - In the medical field, Oruzd is used as a surgical adhesive, dental fixative, and enteric coating agent [3] - In agriculture, it serves as an important component in pesticides, herbicides, and fungicides [3] - In light chemical industry, it functions as a surfactant, thickener, and additive in personal care products [3] - Oruzd sales increased by over 300 tons compared to the same period last year, with 2022 sales expected to reach over 1,000 tons [3] Industry Development and Future Prospects - The domestic photovoltaic industry is in its early stages, with most customers in the cultivation phase, resulting in relatively small PVP usage [3] - The company anticipates significant growth potential for Oruzd products in the future [3]