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

1. Industry development background and trends

at present, China's bisphenol A industry is facing an increasingly fierce market competition environment. In order to enhance the core competitiveness of enterprises and realize the coordinated development of refining and chemical integration, enterprises in the industry have adopted the strategy of industrial chain integration layout. By integrating the upstream and downstream links of the industrial chain, this development model effectively optimizes the allocation of resources, significantly reduces the production cost, and realizes the synergy effect of "1+1>2. In 2025, the degree of integration of the domestic bisphenol A industry chain will be further improved, marking a new stage in the development of the industry.

2. Industrial scale and enterprise distribution

up to now, China's bisphenol A industry has a total 22 production companies, total production capacity of 6.255 million tons, including the recently put into operation in Zhejiang 240000 tons of bisphenol A plant. It is worth noting that although 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 enterprises, becoming the most concentrated area of bisphenol A industry. The distribution of enterprises in other regions is relatively scattered, each forming a regional industrial cluster.

3. Integrated layout analysis of upstream raw materials

matching situation of pure benzene plant

among the 22 bisphenol A production enterprises, the enterprises equipped with upstream pure benzene units have a total 7, accounting for 32%. In terms of regional distribution:

east China Region: 3 of 13 production enterprises are equipped with pure benzene plant

north china region it is worth noting that the BPA-phenol ketone-PC plants of enterprises in Beijing will be shut down in May 2025, which will have an important impact on the regional industrial pattern.

northeast region: Two bisphenol A production enterprises are equipped with pure benzene device, matching rate reached 100

from the perspective of cost competitiveness, northeast enterprises in the pure benzene-bisphenol A end has a significant cost advantage, better than other regions..

4. Analysis of supporting depth of phenol ketone device

phenolic ketone is an important raw material for the production of bisphenol A, and its supporting situation is more common. Statistics show that bisphenol A production enterprises equipped with raw material phenol ketone have reached 16, accounting for 73%. The specific distribution is as follows:

east China Region: 10 of the 13 production enterprises are equipped with phenolic ketone devices, with a matching rate of 77%

north and South China two of the three bisphenol A production enterprises are equipped with phenol ketone devices.

central china region: At present, it is not equipped with phenol ketone device, and there is a short board in the industrial chain.

northeast region: 2 enterprises are equipped with phenol ketone device, and the enterprise equipped with pure benzene device is also equipped with phenol ketone device

in in terms of the cost advantage of the whole industry chain of pure benzene-phenol ketone-bisphenol A, the northeast enterprises also beat other regions..

5. Status of integrated layout of downstream products

from the downstream supporting situation, 22 bisphenol A production enterprises equipped with downstream devices in total. 18, accounting for 82%, showing a strong trend of the industry extending downstream. The regional distribution characteristics are as follows:

east China Region: 11 of the 13 production enterprises are equipped with downstream devices, with a matching rate of 85%

central China and North China: Bisphenol A production enterprises are equipped with downstream devices, matching rate of 100

south china region: 2 of the 3 enterprises are equipped with downstream devices, with a matching rate of 67%

northeast region: 1 of the 2 enterprises is equipped with downstream devices, with a matching rate of 50%

6. Downstream product structure depth analysis

among the 18 bisphenol A production enterprises supporting downstream devices:

PC (polycarbonate) unit: 12 enterprises supporting, accounting for 67%, becoming the main downstream development direction

epoxy device: 6 enterprises supporting, accounting for 33%, is an important downstream application field

7. Assessment of the degree of integration of the whole industry chain

the number of bisphenol A production enterprises with both upstream raw material phenol ketone and downstream device integration reached 12, accounting for 55%. More than half of bisphenol A enterprises have realized the complete industrial chain layout of raw material self-supply and product self-elimination. This data shows that the degree of integration of China's bisphenol A industry has reached a high level.

In terms of regional distribution:

east China Region: 8 of the 13 production enterprises 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.

East China: the effect of industrial cluster is significant as the core area of China's bisphenol A industry, East China has 13 production enterprises, and the industrial cluster effect is obvious. The region has outstanding performance in downstream supporting facilities, with the largest number of integrated enterprises, but there is still room for improvement in upstream raw material cost control.

Northeast China: Outstanding Cost Advantages although the number of enterprises in Northeast China is small, it has significant advantages in the degree of industrial chain integration and cost control. Both companies have achieved self-supply of raw materials for pure benzene and phenol ketones, occupying a favorable position in the cost competition.

North China: Industrial Adjustment Period the bisphenol A industry in North China is undergoing an important adjustment period, and the shutdown of related devices in Beijing has an impact on the regional industrial pattern, and future development needs to be rearranged.

South China and Central China: development potential to be released south China has developed in downstream support, but the degree of integration still needs to be improved. Central China has obvious shortcomings in upstream raw material support, which is the key direction of future development.

9. Development prospects and suggestions

the integrated development trend of China's bisphenol A industry will continue to deepen, and enterprises need to strengthen the layout in the following aspects:

perfect industrial chain supporting: In particular, central China needs to make up for the short board of upstream raw materials, and southern China needs to improve the degree of integration.

Optimize cost structure: Learn from the cost control experience in Northeast China and reduce 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 development strategy in time.

Overall, China's bisphenol A industry is moving towards a high degree of integration, and more than half of the companies have achieved industrial chain integration, laying a solid foundation for the sustainable development of the industry.