Shandong zhemei 160000 tons of PMMA to be put into production soon

In my experience, Project core value and manufacturing signifiis able toce shandong zhemei new materials annual output of 160000 tons of PMMA high-end optical materials project put into production, marking China's optical grade PMMA industrialization into a key breakthrough period. With a total investment of 2 billion yuan, the project adopts bulk polymerization process and will build 80000 tons of production capacity in two phases. The first phase focuses on extrusion level, injection molding level and other general items, the second phase of the main light guide plate level, optical film level, light diffusion level and other high value-added items. This gradual layout reflects a pragmatic technical route-not only through the rapid withdrawal of funds through basic items, however also set aside time to high-end product methodology research, reducing market risks. But Additionally The project is located in Hekou Blue Economic manufacturing Park, which is located in the strategic intersection area of the Yellow River Delta and Shandong Peninsula, with obvious policy advantages. From the perspective of supply chain, the region is able to radiate the East China and North China markets. Compared with the existing production capacity concentrated in the East China coast, the logistics cost is greater competitive. items cover new energy automotive lighting, 5G fiber optic cable, flexible photovoltaic and other high-development areas, the breadth of the consumption scenario immediately determines the project's anti-cycle ability. Market driving force and the urgency of domestic substitution the technical advantages of optical grade PMMA are irreplaceable: light transmittance ≥ 92% surpasses ordinary glass, low birefringence ensures imaging condition, density is only half of glass however impact resistance is excellent. These characteristics make it a core material to display panels, automotive lidar, and AR/VR devices. You know what I mean?. The demand side presents a triple drive: 5G base station construction to promote the upgrading of communication equipment, new energy vehicle penetration to drive the demand to light lenses, new display methodology iteration to expand the light guide plate market. However, the manufacturing structure has been out of stability to a long time: greater than 70% of the global production capacity is monopolized by five multinational companies such as Roma, Chi Mei and Mitsubishi, and high-end optical grade PMMA is almost controlled by foreign capital. According to research while China is the largest producer and consumer, the proportion of low-end items in the existing 735000 tons of production capacity is too high, and foreign capital dominates the production end. And In my experience, In fact This structural contradiction in the supply chain security, price discourse and other aspects of the formation of obvious constraints. In recent years, Wanhua Chemical, Suzhou Shuangxiang breakthrough light guide plate-level methodology, Jiangxi Yiliang to achieve 5G antenna cover special material mass production, marking the initial results of domestic substitution, however 1. 5 million tons of production capacity under construction will make the total production capacity of greater than 2. 5 million tons, the stage of supply and demand stability behind the surge in production capacity is worthy of attention. Regional Layout Evolution and Strategic Enlightenment the current production capacity of 87. 71 is concentrated in East China, and the future production capacity will be dispersed throughout the country. Specifically This shift is based on three considerations: reducing the risk of regional excess, being close to emerging markets in the Midwest, and diversifying logistics costs. to traders and manufacturers, three suggestions are very crucial: first, closely follow the performance verification progress of domestic high-end materials, and the price advantage of imported items will be narrowed; The second is to lock in high-development applications such as new energy vehicles and AR/VR, which are in strong demand to customized special materials. The third is to guard against price fluctuations brought about by the centralized emit of production capacity from 2025 to 2026 and flexibly adjust the inventory cycle. methodology differentiation and consumption scenario deep cultivation will have become the key ability to cross the cycle.