China's Tongzhou Bay high-end polyolefin project sprint to the end, the global POE new material supply ushered in a key increase.

By SKYSEVEN Chemical Technical Team · 2026-08-19

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On August 16, the Blue Sea New Material High-end Polyolefin Project, located in the coastal green chemical development area of Tongzhou Bay, Jiangsu Province, China, completed the inspection and resumption of the China Exchange and the deployment of tackling key problems, and officially entered the production sprint cycle. The project was locked in the overall high-quality China Exchange core node on September 28.

1. Basic Overview of Project

august 16, located tongzhou Bay, Jiangsu, China the blue ocean new material high-end polyolefin project in the coastal green chemical development area has completed the inspection and re-opening and the deployment of tackling key problems, and officially entered the production sprint cycle, with the project locked. On September 28, the overall high quality of core node.
The project is an important new production capacity of the global high-end polyolefin track. It is invested and constructed by Blue Ocean New Materials (Tongzhou Bay) Co., Ltd. and started on September 26, 2024 with a total investment of 11.626 billion yuan. The cluster configuration of the unit is perfect, and the core capacity includes 200000 tons/year FDPE, 50000 tons/year ethylene-propylene rubber, 100000 tons/year POE polyolefin elastomer, 100000 tons/year 1-hexene/1-octene high-end comonomer, 2000Nm & sup3;/h water electrolysis hydrogen production device, synchronous supporting 16 sets of differentiated fine chemical devices. Products are widely used in photovoltaic packaging, automotive lightweight, medical and health, high-end thin film and other global high value-added new materials, the whole line adopts PetroChina complete sets of process technology to create differentiated high-end production capacity.

Construction and commissioning schedule of 2. works

up to now, 39 of the 47 main units of the project have completed the intermediate handover, and the public works system has been put into operation ahead of schedule, laying a solid foundation for the subsequent linkage trial run and stable feeding production. Project construction to overcome china Yangtze River Delta the complex coastal geology, special climate and the application of the first set of new process equipment and other multiple challenges, landing digital pipeline control, multi-party re-inspection, graded acceptance of high-standard quality system, to achieve seamless connection between construction rectification and production preparation.
This meeting clarified the core assessment criteria for the project one-time feeding and start-up of the device is successful. As the ultimate goal, we will refine the finishing process for benchmarking the global industry benchmark, strictly control potential quality hazards, ensure the timely completion of the overall delivery in late September, and ensure the orderly release of production capacity.

3. global industrial pattern positioning

globally, high-end POE, alpha-olefin co-monomers have been in a state of structural shortage for a long time, and effective production capacity is highly concentrated, which is difficult to match the continuous expansion demand of the global new energy and high-end modified plastics industry.
Different from the general polyolefin homogenization production capacity, this project focuses on the global high barrier shortage category, to create. Comonomer-POE-Metallocene PE integrated complete industrial chain. Relying on china Yangtze River Delta mature industrial clusters, logistics and trade supporting advantages, the production capacity with stable mass production, cross-regional circulation capacity, is in recent years the global new materials track scarce integrated new supply.

4. Global Trade and Market Impact

the project will significantly optimize the global high-end polyolefin supply structure, break the pattern of high concentration of supply in the past, enrich the global procurement channels, and effectively alleviate the long-term supply and demand mismatch of global photovoltaic and automotive elastomer raw materials.
With the device gradually climbing mass production, the global high-end polyolefin pricing center, cross-regional spread system, Asia-Pacific trade flow will usher in a continuous adjustment. For global producers, traders and downstream supply chain enterprises, the progress of the project's delivery, device load and the rhythm of high-end brand release are the core supply variables that must be tracked in the global new materials market from 2025 to 2026.

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