1. project core basic information
in September 2026, china Jiangsu Nantong Tongzhou Bay blue Sea New Materials High-end Polyolefin Project Enters Final Battle Stage, Full Sprint on September 28, the high standard of comprehensive delivery, start commissioning and production during the year. The project, invested and constructed by Blue Ocean New Materials (Tongzhou Bay) Co., Ltd., is a benchmark new material project for PetroChina to land in East China, and it is also one of the largest high-end polyolefin projects under construction in the Yangtze River Delta of China. With a total investment of 11.626 billion yuan, the project officially started on September 26, 2024. The relevant construction data are all from the official EIA announcement in February 2025. The data is true and available, and it is positioned as a new national high-end new material project.
2. core device configuration and technical advantages
the core production capacity of the project is equipped with PetroChina's independent research and development process, completely breaking the long-term overseas technology monopoly. The core configuration includes multiple sets of high-barrier production capacity: 100000 tons/year POE polyolefin elastomer, 50000 tons/year ethylene-propylene rubber, 100000 tons/year 1-hexene/1-octene high-carbon alpha olefin, 200000 tons/year solution metallocene FDPE, with 2000Nm & sup3;/h electrolytic water hydrogen production device and 16 sets of downstream fine chemical equipment, set up the "upstream monomer midstream elastomer downstream high-end new materials" integrated complete industrial chain, different from the industry general PE/PP homogenization capacity.
3. the core value of the industry: crack the three global shortage of material supply short board.
At present, the global general polyolefin overcapacity, the market volume is serious, this project precisely focus on high import dependence, high-tech barriers track, targeted to fill the global high-end material supply gap. First, the landing of 100000 tons/year POE production capacity can alleviate the long-term monopoly of global photovoltaic POE by overseas and make up for the short board of new energy core raw materials. Second, mass production of high-end comonomers of 1-hexene and 1-octene can solve the industry pain point of low self-sufficiency rate of core monomers in high-end polyolefin production and effectively reduce downstream production costs. Third, realize localized mass production of solution metallocene FDPE, covering medical supplies, lithium film, high-end packaging and other high value-added areas, breaking the monopoly of overseas high-end brands.
4. Location and Competitive Advantage of Global Supply Chain
project Landing china Yangtze River Delta Tongzhou Bay Green Chemical Industry Park, sitting on the global high-quality downstream industrial clusters, location trade advantages outstanding. Close to China's East China Photovoltaic, New Energy Vehicles, High-end Medical Care and Precision Packaging Industry Belt, greatly shortening the radius of global end customer procurement and logistics; Relying on the integrated raw material supply system of PetroChina, the supply of ethylene and light hydrocarbon core raw materials is stable and the ability to resist energy price fluctuations is stronger. At the same time, the differentiated layout of high-end products avoids the price roll-in of general materials, and has stable product premium and global circulation competitiveness.
5. Global Trade Pattern Impact and Market Outlook
in the short term, after the project is put into operation from the end of 2026 to 2027, the global POE and high-end metallocene FDPE market will add new stable Chinese local sources, enrich global procurement channels, break the existing supply pattern of head enterprises, and weaken the pricing voice of overseas import sources. In the medium to long term, with PetroChina's independent process continued iteration, products through the global downstream customer certification, high-end polyolefin domestic substitution process will be fully accelerated. For global chemical trade, supply chain practitioners, high-end elastomers, special polyolefins, high-carbon co-monomers, will become the next three years the global new materials track core incremental categories, need to continue to track the project test load and overseas export landing rhythm.
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