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新和成(002001.SZ):隨着國產化加速,己二腈/己二胺及下游聚酰胺66、HDI市場前景值得期待
格隆匯 08-14 20:22

格隆匯8月14日丨有投資者向新和成(002001.SZ)提問,“關於公司的己二腈項目的疑問,一是中國在建和擬建產能已達到410萬噸,是否會存在嚴重的產能過剩?二是生物法的聚酰胺是否相對來説更環保更低成本?那傳統化學法是否已經是落後產能?”

新和成回覆稱,隨着國產化加速,己二腈/己二胺及下游聚酰胺66、HDI市場前景值得期待。己二腈國內在建擬建採用工藝路線包括丁二烯路線、丙烯腈路線、己二酸路線和己內酰胺路線,其中丁二烯路線是主流工藝。國內現在還未完全突破,實際離產能過剩還比較遠。生物法聚酰胺種類很多,情況都不一樣,如聚酰胺56(生物基比例46%)、聚酰胺510、聚酰胺11等,對於材料來説,性價比是關鍵,最後需要市場來檢驗。

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