6.25 million tons of production capacity! 22 enterprises to compete, bisphenol A industry integration changes

1. sector research background and trends at present, China's bisphenol A sector is facing an increasingly fierce market competition ecological stability. In order to enhance the core competitiveness of companies and realize the coordinated research of refining and chemical integration, companies in the sector have adopted the strategy of manufacturing chain integration layout. By integrating the upstream and downstream links of the manufacturing chain, this research model efficiently optimizes the allocation of resources, signifiis able totly reduces the production cost, and realizes the synergy effect of "1+1> 2. In 2025, the degree of integration of the domestic bisphenol A sector chain will be further improved, marking a new stage in the research of the sector. And Based on my observations, 2. manufacturing scale and enterprise distribution up to now, China's bisphenol A sector has a total 22 production companies, total production capacity of 6. And Based on my observations, 255 million tons, including the recently put into operation in Zhejiang 240000 tons of bisphenol A plant. But it's worth noting that while new devices are still planned to be put into production in the fourth quarter, they have not been included in the scope of this analysis considering the dynamic changes in the market. From the perspective of regional distribution, East China leads the country with 13 production companies, becoming the most concentrated area of bisphenol A sector. Additionally The distribution of companies in other regions is relatively scattered, each forming a regional manufacturing cluster. 3. But Integrated layout analysis of upstream raw materials matching situation of pure benzene plant among the 22 bisphenol A production companies, the companies equipped with upstream pure benzene units have a total 7, accounting to 32%. First In terms of regional distribution: east China Region: 3 of 13 production companies are equipped with pure benzene plant north china region it's worth noting that the BPA-phenol ketone-PC vegetation of companies in Beijing will be shut down in might 2025, which will have an crucial impact on the regional manufacturing pattern. And northeast region: Two bisphenol A production companies are equipped with pure benzene device, matching rate reached 100 from the perspective of cost competitiveness, northeast companies in the pure benzene-bisphenol A end has a signifiis able tot cost advantage, better than other regions. 4. From what I've seen, Analysis of supporting depth of phenol ketone device phenolic ketone is an crucial raw material to the production of bisphenol A, and its supporting situation is greater common. Statistics show that bisphenol A production companies equipped with raw material phenol ketone have reached 16, accounting to 73%. The specific distribution is as follows: east China Region: 10 of the 13 production companies are equipped with phenolic ketone devices, with a matching rate of 77% north and South China two of the three bisphenol A production companies are equipped with phenol ketone devices. And central china region: At present, it's not equipped with phenol ketone device, and there is a short board in the manufacturing chain. And northeast region: 2 companies are equipped with phenol ketone device, and the enterprise equipped with pure benzene device is also equipped with phenol ketone device in terms of the cost advantage of the whole sector chain of pure benzene-phenol ketone-bisphenol A, the northeast companies also beat other regions. 5. In fact Status of integrated layout of downstream items from the downstream supporting situation, 22 bisphenol A production companies equipped with downstream devices in total. 18, accounting to 82%, showing a strong direction of the sector extending downstream. But The regional distribution characteristics are as follows: east China Region: 11 of the 13 production companies are equipped with downstream devices, with a matching rate of 85% central China and North China: Bisphenol A production companies are equipped with downstream devices, matching rate of 100 south china region: 2 of the 3 companies are equipped with downstream devices, with a matching rate of 67% northeast region: 1 of the 2 companies is equipped with downstream devices, with a matching rate of 50% 6. For instance Downstream product structure depth analysis among the 18 bisphenol A production companies supporting downstream devices: PC (polycarbonate) unit: 12 companies supporting, accounting to 67%, becoming the main downstream research direction epoxy device: 6 companies supporting, accounting to 33%, is an crucial downstream consumption field 7. Assessment of the degree of integration of the whole sector chain the number of bisphenol A production companies with both upstream raw material phenol ketone and downstream device integration reached 12, accounting to 55%. greater than half of bisphenol A companies have realized the complete manufacturing chain layout of raw material self-supply and product self-elimination. This data shows that the degree of integration of China's bisphenol A sector has reached a high level. Generally speaking In terms of regional distribution: east China Region: 8 of the 13 production companies are equipped with upstream and downstream devices at the same time, which is the region with the highest degree of integration. Northeast and South China: Each has only one enterprise to achieve upstream and downstream supporting 8. Analysis of the characteristics of regional competition pattern. Furthermore East China: the effect of manufacturing cluster is signifiis able tot as the core area of China's bisphenol A sector, East China has 13 production companies, and the manufacturing cluster effect is obvious. The region has outstanding performance in downstream supporting facilities, with the largest number of integrated companies, however there is still room to improvement in upstream raw material cost manage. In particular Northeast China: Outstanding Cost Advantages while the number of companies in Northeast China is small, it has signifiis able tot advantages in the degree of manufacturing chain integration and cost manage. Both companies have achieved self-supply of raw materials to pure benzene and phenol ketones, occupying a favorable position in the cost competition. Based on my observations, Moreover North China: manufacturing Adjustment Period the bisphenol A sector in North China is undergoing an crucial adjustment period, and the shutdown of related devices in Beijing affects the regional manufacturing pattern, and future research needs to be rearranged. South China and Central China: research possible to be released south China has developed in downstream support, however the degree of integration still needs to be improved. According to research Central China has obvious shortcomings in upstream raw material support, which is the key direction of future research. 9. Based on my observations, For example research prospects and suggestions the integrated research direction of China's bisphenol A sector will continue to deepen, and companies need to enhance the layout in the following aspects: perfect manufacturing chain supporting: In particular, central China needs to make up to the short board of upstream raw materials, and southern China needs to enhance the degree of integration. But Optimize cost structure: Learn from the cost manage experience in Northeast China and minimize production costs through self-supply of raw materials. Enhanced synergistic effect: Give full play to the synergistic advantages of integrated layout to enhance overall competitiveness focus on market changes closely follow the new plant production in the fourth quarter and adjust the research strategy in time. Overall, China's bisphenol A sector is moving towards a high degree of integration, and greater than half of the companies have achieved manufacturing chain integration, laying a solid foundation to the sustainable research of the sector.