Recently, leading domestic refining and chemical companies such as Zhejiang Petrochemical, Hengli, Dongfang Shenghong, Hengyi Petrochemical, Satellite Petrochemical, basic chemical industry leaders Wanhua Chemical, Longbai Group, etc., coal chemical industry leaders Hualu Hengsheng, Baofeng Energy, etc. The large-scale and rapid deployment of hard technology fields such as new energy and semiconductor materials is not only the general trend of development in the context of "carbon neutrality", but also the only way for the development of the industrial chain.
Compared with companies whose main business is new energy or semiconductor materials, once large refining and chemical companies break through related production technologies and cut into the new energy or semiconductor fields, they have the advantages of industrial chain integration and low cost. After major domestic refining and chemical companies have put into operation their refining and chemical projects, their world's largest clustered aromatics production capacity and the world's largest clustered olefin production capacity have the ability to extend downstream to more than 20 kinds of scarce new energy and semiconductor materials. This ability is global There is extremely high scarcity inside.
Rongsheng Petrochemical
Rongsheng Petrochemical is mainly engaged in the research and development, production and sales of various petrochemical and chemical fiber products. It mainly includes more than 30 types of products of olefins and their downstream, aromatics and their downstream.
The company set out to lay out the new material fields where the market is scarce and highly dependent on imports, including high-end polyolefins, polycarbonates, polyether polyols, high-pressure polyethylene and other products. In terms of new energy, it currently has an annual output of 200,000 tons of DMC In addition, the company plans to invest 300,000 tons/year of photovoltaic-grade EVA. The company is expected to continue to promote the growth of product added value through the extension of the industrial chain. At the same time, Yongsheng Film, a subsidiary of Rongsheng Petrochemical, focuses on the production of thin-film products, and has the potential to deploy in the optical film/photovoltaic film/semiconductor related mid-to-high-end film market.
Hengli Petrochemical
Hengli Petrochemical Co., Ltd.'s main business includes petroleum refining, petrochemical and polyester chemical fiber industry chain, middle and downstream. The company's civilian filament production capacity ranks among the top five in the country, and its industrial filament production capacity ranks third in the country. It is one of the largest and most technologically advanced polyester civilian and industrial filament manufacturers in China.
Hengli Petrochemical's semi-annual report revealed that the company has deeply explored the demand trend of new energy for new chemical materials, relying on the strategic support of the chemical platform and years of accumulation in the downstream high-end membrane market, quickly deploying the lithium battery diaphragm field. At present, the company has substantively started various preparations for the production capacity construction of new lithium battery diaphragm products, including diaphragm equipment procurement negotiations and core talent market recruitment, so as to quickly and efficiently promote the progress of this business.
Oriental Shenghong
The main business of Jiangsu Dongfang Shenghong Co., Ltd. is the research and development, production and sales of civilian polyester filament yarns, and the production and sales of PTA and thermoelectrics; the company's main products are DTY, POY, FDY, PTA, polyester products, and thermoelectrics.
At present, Shenghong Group has started rapid implementation in the three major directions of new energy, high-performance new materials, and low-carbon green industry. According to reports, the first is to focus on the field of new energy, deploy hydrogen energy, wind energy, solar energy and supporting new material projects, build a million-ton world-class EVA photovoltaic material production base, lithium battery diaphragm materials, electrolyte and hydrogen fuel cell proton exchange membranes, etc. Major demand projects for new energy; the second is to focus on the field of high-performance new materials, the layout and construction of the largest domestic POE and other high-end polyolefin material projects, and the national major strategic demand projects such as nylon 66 special engineering plastics; the third is to focus on the low-carbon green industry field, Layout and construct environmentally-friendly new material projects such as megaton-level degradable plastics, comprehensive utilization of carbon dioxide, recycling and purification.
Hengyi Petrochemical
The main business of Hengyi Petrochemical Co., Ltd. is investment in the petrochemical industry; non-ferrous metals, building materials, mechanical and electrical products and accessories; freight forwarding; operating the company and its member units’ asset products and raw materials for production and scientific research, Machinery equipment, instrumentation, spare parts and related import and export business.
Hengyi Petrochemical Phase II Brunei Project has planned a large amount of aromatics and olefin production capacity, including 780,000 tons/year of benzene and 1.65 million tons/year of deep processing equipment for ethylene. The construction period of the second phase of Brunei Refining and Chemical Project is about 3 years. It is expected to be completed and put into production in 2024. The production capacity plan for a large amount of aromatics and olefins provides potential for the industrial chain extension and deep processing layout of the Hengyi Brunei Phase II project. The industrial chain continues to lay out.
Satellite Petrochemical
The main business of Zhejiang Satellite Petrochemical Co., Ltd. is the production and sales of acrylic, acrylic and ester products. The company has formed a strategy of building a new chemical material technology enterprise with the integration of light hydrocarbons as the core. The company's main products include propane dehydrogenation to propylene, polypropylene, acrylic acid and esters, polymer emulsions, super absorbent resins, and hydrogen peroxide.
Relying on the advantages of high-purity light hydrocarbon raw materials, the company accelerates the construction of ethane downstream polyether macromonomers, ethanolamine, vinylamine and EAA new materials at the Lianyungang base. At the same time, it plans to focus on the rapid development of downstream industries such as new energy batteries and photovoltaics. In 2022, it will be completed to produce battery-grade ethylene carbonate EC, DMC, diethyl carbonate DEC, ethyl methyl carbonate EMC and other equipment by the addition reaction of ethylene oxide and carbon dioxide, including product plans such as lithium battery additives VC, FEC, etc. Use by-product hydrogen to promote the development and utilization of hydrogen energy business, further expand the influence of hydrogen peroxide in the semiconductor, photovoltaic and other industries, and accelerate the pilot test of long-chain α-olefin synthesis by ethylene oligomerization and POE technology development projects.
Wanhua Chemical
The main business of Wanhua Chemical Group Co., Ltd. is the research and development, production and sales of polyurethane, petrochemicals, new materials and fine chemicals. The company's main products are polyurethane, petrochemicals, fine chemicals and new materials.
The company actively invests in "carbon neutral" and clean energy. In the first half of the year, it participated in Huaneng (Haiyang) Photovoltaic New Energy and Huaneng (Laizhou) New Energy: the former has a planned land area of about 16,266 acres and an installed capacity of 600 MW. The estimated construction investment is 26.03 The latter plans to build a wind turbine with an installed capacity of 93MW, with a total investment of 700 million yuan. The two projects have very positive significance for improving the energy structure and help the company achieve carbon emission reduction.
Longbai Group
Longbai Group is a company specializing in the manufacturing of chemical raw materials and chemical products. The company is mainly engaged in the production and sales of titanium dioxide, titanium sponge, zirconium products and sulfuric acid. The main products are titanium dioxide series products, zirconium products and aluminum sulfate. It is the largest titanium dioxide enterprise in Asia.
Recently, Longbai Group issued three announcements in a row, all about investment in the new energy battery material industry, with a total planned investment of 4.7 billion yuan. Specifically, Henan Baili New Energy, a subsidiary of Longbai Group, intends to invest in the construction of a battery material grade iron phosphate project with an annual output of 200,000 tons, with an investment of 1.2 billion yuan; subsidiary Henan China Carbon New Materials intends to invest in the construction of an annual output of 100,000 The artificial graphite anode material project for lithium-ion batteries per ton has an investment of 1.5 billion yuan; the subsidiary Henan Longbai New Materials plans to invest in the construction of an industrialization project with an annual output of 200,000 tons of lithium-ion battery materials, with an investment of 2 billion yuan.
Hualu Hengsheng
Shandong Hualu Hengsheng Chemical Co., Ltd. is a new type of chemical enterprise with a multi-industry co-production. Its main business includes the production and sales of chemical products and chemical fertilizers, power generation and heating. Main products: fertilizers, acetic acid and derivatives, organic amines, adipic acid and intermediate products, polyols, etc.
In the field of new energy, it has entered the lithium battery material DMC and made a breakthrough to new materials with high certification barriers. The company's flexible production of DMC, ethylene glycol, and oxalic acid is integrated and has outstanding cost advantages. Deploy nylon materials in the field of new materials, making a breakthrough in the field of polymer production.
Baofeng Energy
The main business of Ningxia Baofeng Energy Group Co., Ltd. is coal-to-olefin, and its main products are polyethylene and polypropylene. The company attaches great importance to scientific research and development and technological progress, and increases technical reserves.
The company announced that it will set up a wholly-owned subsidiary, Ningxia Baofeng Energy Green Hydrogen Technology Development Co., Ltd. in Ningdong, Ningxia, to produce green hydrogen through solar power generation for chemical production, realizing new energy to replace fossil energy and reducing coal consumption and carbon dioxide emissions. While further consolidating its leading position in high-end coal-based new materials, Baofeng Energy has proactively promoted the development of the hydrogen energy industry, opening a new chapter in the industrial development of replacing petroleum with coal and fossil energy with new energy, and building high-end and intelligent , Green development.
Source: Mobile Public Account
