China Dushanzi Petrochemical 5 Days Double China: High-end SSBR Renovation Completed, 1.2 million Tarim Phase II Ethylene Transferred to Trial Production

In late May 2026, PetroChina Dushanzi Petrochemical Company completed the intermediate handover of two key projects in just 5 days. The intensive landing rhythm reflects the company's strategic intention to accelerate high-end and green transformation.

Double-ended functional solution-polymerized styrene-butadiene rubber transformation project: directly to the high-end tire track of new energy vehicles.

The project will start on September 23, 2025, with an effective construction period of about 5 months, and will be completed on May 25, 2026. The project has gone through the whole process nodes such as civil construction, equipment installation, process pipeline installation, electrical instrument debugging, system pressure test and purging, and three checks and four decisions. The refrigeration unit was successfully tested in one time, and the engineering quality, safety and environmental protection and site conditions all reached the CCCC standards.

After completion and production, the rubber department will realize the joint operation of the 8000 line and the 3000 line, and the production capacity of high-end double-end functional polymer butyl rubber (SSBR) will be increased.

The market value of the product is worth focusing on. Double-end functionalized SSBR is the core material of low rolling resistance tires for new energy vehicles. After introducing functional groups at both ends, it is more closely combined with silica filler, which can significantly reduce tire rolling resistance and improve fuel economy. Technical barriers and added value are significantly higher than ordinary SSBR. As China's new energy vehicle penetration rate continues to rise, high-end SSBR demand growth rate is obvious, Dushanzi this transformation of the direct card position of this high value-added track. At present, the project has entered the stage of production preparation and commissioning, and the target is to be put into production successfully.

For synthetic rubber traders, the expansion of Dushanzi high-end SSBR capacity means that the supply capacity of this category in northwest China has increased, and the substitution space for imported high-end SSBR is worth evaluating in advance.

Tarim 1.2 million t/a Phase II Ethylene Project: The localization rate exceeds 98%, and industrial verification is of great significance.

The construction site of the project is Shangku Petrochemical Industrial Park in Korla, Xinjiang, China, with a scale of 1.2 million tons/year ethylene and supporting green and low-carbon demonstration projects. The CCCC will be completed on May 21, 2026, and the main project will be fully completed and officially transferred to the production preparation stage.

Core technical indicators: among the 11 sets of main production equipment, 10 sets adopt domestic independent technology, of which 9 sets adopt PetroChina independent technology, and 5 technologies are applied in industrial amplification for the first time, with the localization rate of core equipment exceeding 98%.

The localization rate of more than 98% is the most strategic data of this project. The first industrial amplification application of the five technologies means that the project also undertakes the mission of large-scale industrial verification, which has important demonstration value for the process of China's ethylene technology autonomy, and is also a landmark node for domestic substitution of Sinopec equipment.

At the market level, 1.2 million tons/year ethylene volume in China is a large-scale plant level, put into production will provide sufficient raw material support for the downstream industrial chain of polyethylene, ethylene oxide and so on in northwest China. The marginal impact of the concentrated release of ethylene production capacity in Xinjiang on the trade pattern of ethylene and derivatives in East and South China is worthy of the relevant traders to be included in the medium-and long-term supply chain assessment framework.

Deep signal of double project concentrated landing

the two projects will be completed within 5 days, one pointing to high-end synthetic rubber, the other to large-scale green ethylene, and the two-track transformation logic of "high-end product structure + green low-carbon process" in Dushanzi Petrochemical. For traders and manufacturers who are concerned about the supply dynamics of synthetic rubber and ethylene derivatives in northwest China, the commissioning node of the two sets of devices and the shipping time of the first batch of products are the most important observation windows worthy of continuous tracking.