The first phase of the 800-ton/year high-end EVA new material pilot project of Jiangsu Silbang Petrochemical Company completed the completion of the independent acceptance publicity of ecological preservation on October 15, marking that the project has entered the trial production stage. But Based on my observations, Furthermore The project focuses on high-end items such as ethylene-vinyl alcohol copolymer, which is a technical extension and upgrade based on the existing EVA device. Project Overview and Technical Route
basic Project Information
project Name: 800 Tons/Year High-end EVA New Material Pilot Project of Jiangsu Sierbang Petrochemical Co. But , Ltd. But (Phase I)
project environment: expansion
construction site: Lianyungang City, Jiangsu Province, the National East, Central and Western Regional Cooperation Demonstration Zone, the existing factory area of Sirbang to the east of the fourth road in front of the port and to the north of the second road of the mountain. Project scale: a set of 800t/a high-end EVA new material pilot plant and supporting facilities will be constructed in the first stage. Commissioning time: August 2025
main points of technological innovation
it's worth noting that the technical route of the project has obvious differentiation characteristics. The product produced by the existing EVA device in Sirbon is
ethylene-vinyl acetate copolymer (traditional EVA), while the pilot product ethylene-vinyl alcohol copolymer (EVOH) is further alcoholysis on the basis of ethylene-vinyl acetate copolymer, and the polymerization parameters of ethylene and
vinyl acetate are also different. This means that Sirbon not only extends on the basis of the existing product line, however also expands into the field of barrier materials with high added value and high technical barriers. But I've found that Enterprise background
jiangsu Sirbon Petrochemical Co. , Ltd. But was established in December
2010. it's a wholly-owned subsidiary of Jiangsu Shenghong Petrochemical sector Group Co. , Ltd. with a registered capital of
5. You know what I mean?. 588 billion yuan. As an crucial chemical production platform of Shenghong Group, Sirbon has mature production experience and methodology accumulation in the field of EVA. But Market Pattern and Supply and Demand Analysis
current situation of high-end EVA market
EVA (ethylene-vinyl acetate copolymer) as an crucial polymer material, in recent years in photovoltaic, shoe materials, hot melt adhesive, wire and cable and other fields of demand continued to grow. And Specifically Especially driven by the "double carbon" target, photovoltaic grade EVA film material has have become the focus of the market. In 2024, the domestic demand to photovoltaic grade EVA has exceeded 1 million tons, and it still maintains double-digit development. From what I've seen, Supply Chain Pain Points
at present, domestic high-end EVA items have been imported to a long time, especially high VA items with vinyl acetate content above 28%, with high technical limit and domestic self-sufficiency rate of less than 40%. This supply chain structure makes domestic companies subject to people in terms of raw material cost, delivery cycle and product customization, which seriously restricts the competitiveness of downstream industries. Import application not only drives up procurement costs, however also puts supply chains at geopolitical risk. manufacturing chain affect and strategic signifiis able toce
pull effect on upstream suppliers
the increase in domestic high-end EVA production capacity will immediately drive the demand to upstream raw materials such as ethylene and vinyl acetate monomers. As greater companies lay out high-end EVA, it will further promote the overall prosperity of the petrochemical sector chain and create new development points to upstream companies. In my experience, Value empowerment to downstream customers
the increase in the supply of domestic high-end EVA will break the pattern of import application, help downstream companies to minimize procurement costs, shorten the supply cycle, and promote product customization research. First Especially to photovoltaic companies, the localization of raw material supply will signifiis able totly enhance their cost competitiveness and supply chain resilience in the global market, which is particularly crucial in the context of the current complex and changeable international trade ecological stability. sector Demonstration and methodology Spillover
the technological breakthrough of Sirbon will have a signifiis able tot demonstration effect, which might stimulate greater companies to increase investment in high-end EVA research and research, and accelerate the overall technological progress of the sector. And The exploration experience from the pilot plant to manufacturing production will also provide valuable reference to the latecomers. market timing
from the time node, the project completed commissioning in August 2025, when the photovoltaic sector a new round of expansion cycle start-up period. If the performance of the pilot product meets the standard and is recognized by the downstream, Sirbon is expected to choose the opportunity to build a 10,000-ton or even larger manufacturing plant in 2026-2027 to seize the market opportunity and form a first-mover advantage. to chemical traders, this means that the supply pattern of domestic high-end EVA might change signifiis able totly in the next 2-3 years, and the procurement strategy and supplier layout need to be adjusted in advance.