In 2009, the capacity utilization rate of domestic silicone was only 50%
review of silicone industry in 2009: the capacity utilization rate was only 50%. In 2009, the capacity of silicone monomers in the silicone industry has reached 1.09 million tons, with an output of more than 500000 tons. The output of silicone rubber is 10000 tons, the capacity of silicone oil is 100000 tons, and the output is 60000 tons. The capacity of silicone resin is 20000 tons, the output is 10000 tons, the demand is 20000 tons, and the import volume is 10000 tons. Silane coupling agent is in short supply, and the estimated output is 100000 tons. The output of fumed silica is 18000 tons
the apparent consumption of all organosilicon products in 2009 was 450000 tons (equivalent to 900000 tons of monomers), and the imported siloxane was 130000 tons (equivalent to 260000 tons of monomers)
it is estimated that the consumption of silicone products will increase by more than 15% in 2010. It is estimated that the apparent consumption of opening and direction products of all silicone control servo valves will reach 550000 tons, equivalent to 1.1 million tons of monomer
in 2010, 15 silicone production enterprises are likely to increase the output of monomers. Among them, the specific conditions of the more added companies are as follows. First, Xin'an shares now has a single production capacity of 100000 tons, which is expected to increase by 10000 tons in 2010. Second, Dow Corning will increase at least 100000 tons. Third, the construction and installation of Shandong Jinling group was completed in June 2009, and the trial run was carried out at the end of August. Qualified products were produced on September 14. It is conservatively estimated that more than 60000 tons of monomer will be added in 2010. Fourth, Shandong Dongyue organosilicon "10+6" project increased its production capacity by 10000 tons in 2010
on the whole, the output of domestic silicone monomer in 2010 is conservatively expected to reach 1million tons. Compared with the apparent demand of 1.1 million tons, it can be said that the overall supply and demand of silicone monomers will be balanced in 2010, without excess. However, due to the acceleration of capacity release from 2011, it is expected that there will be excess capacity by the end of 2012. From the current situation, the annual growth rate of demand for organosilicon monomers remains at% level. It is expected that the apparent demand will reach 1.5 million tons in 2012, but the production capacity will reach 2.5 million tons. It can be said that if the organosilicon monomer is not effectively digested, the monomer surplus will happen sooner or later
according to the industry situation in 2010, the silicone market in China has the following characteristics
first, the supply and demand of the monomer market are basically balanced, but the competition will become more intense. The view of basic balance has been discussed before. Due to the obvious overcapacity trend in the monomer Market in the future, the competition situation of monomer production enterprises is bound to be severe, and the monomer production capacity will be concentrated to large factories faster
second, the state restricts the export of high energy consuming products, which is beneficial to silicone production enterprises. This is mainly because metal silicon, an important raw material of silicone, is a high energy consuming product. Its export is also planned to carry out carton recycling projects in 1000 post stations this year. The proportion of carton recycling projects is greatly reduced, which is conducive to the downstream silicone production enterprises to reduce costs and obtain sufficient raw materials
third, the world economy is slowly recovering, and light industry and textile industry are also gradually recovering. At present, many people judge that the world economy will gradually recover in the second half of this year. Countries including the United States are gradually adopting exit policies. Organosilicon is widely used as defoamer, surface treatment and vulcanization in the paper industry. In addition, high temperature adhesives, sealants and silicone resins are widely used in the electronic industry, specifically including household appliances, solar materials, computers, and so on. High temperature adhesives and silicone oil are widely used in highways and high-speed railways. High temperature adhesives, sealants and coupling agents are widely used in automobile manufacturing, oil pipelines, coatings and so on. Silicone oil is widely used in cosmetics, detergent and other industries. Organosilicon is also widely used in pesticide additives, dye additives, pharmaceutical additives, pesticides and additives in fire extinguishing agents in the chemical industry. The above-mentioned industries have a lot of room for future development and obvious signs of recovery, which provides demand space for the development of silicone
fourth, monomer competition brings cost advantages to downstream manufacturers. Due to the fierce competition of monomers in the future, the power of price rise is insufficient, which brings cost advantages to downstream manufacturers for the deep processing of silicone products
fifth, the development potential of organosilicon in China is very large. A statistical data shows that at present, the per capita consumption of silicone in the United States is 2kg, making it easier for water to enter. Japan is 1.7kg, but China is only 0.3KG. From this point of view, China's silicone industry still has considerable room for development. According to domestic statistics, the current development trend and characteristics of the global testing instrument industry are: M & A expansion. It is seen that the growth rate of the general silicone industry is more than twice that of GDP. In the future, China's economy will continue to develop at a high speed for some time. Accordingly, the silicone industry will continue to maintain a high growth rate
on the whole, although the competition in the silicone monomer market will become increasingly fierce in the future, we are cautiously optimistic about the domestic Silicone Market in 2010 due to the huge development potential of the silicone industry, increased demand and the decline in the cost of downstream products
note: the reprinted content is indicated with the source. The reprint is for the purpose of transmitting more information, and does not mean to agree with its views or confirm the authenticity of its content
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