Shandong Zhemei 80000 Tons of Optical Grade PMMA in One Drive

January 31, 2026 the completion ceremony of the first phase of the 80000-ton optical PMMA project of Shandong zhemei new materials co., ltd. was held ceremoniously. the whole line was successfully started and operated stably up to the standard. The device in construction started in February 2025. The construction cycle from start to stable production is about. 11 months complete the whole process at an efficient pace. For high-end chemical projects, "one-time drive success" itself is a strong endorsement of the device design and engineering execution capabilities. In the current domestic high-end new material equipment independent research background, the industrial significance of this result is particularly prominent.

The whole picture of the 1. project: the total amount of the two phases is 160000 tons, and the core equipment is fully localized.

capacity planning and economic benefits: the project is located in Dongying, Shandong Province, and will be constructed in two phases, with the first and second phases each producing annually. 80000 tons of PMMA total production capacity after completion 160000 tons/year, is expected to achieve annual output value 2.72 billion yuan annual tax approx. 0.16 billion yuan. Based on the output value of the whole production line, the output value of optical grade PMMA tons is about. 17000 yuan significantly higher than the general-purpose PMMA, the product structure is clearly positioned towards the high value-added end. Xu Wen, chairman of the company, said that it will further expand the application scenarios of high-end optical materials based on an annual production capacity of 160000 tons, while relying on advanced environmental protection facilities to practice the concept of green development.

The independent breakthrough of core equipment is the highlight of the most industrial significance of this project. Project core equipment-- ZHP270 devolatilization extrusion granulator unit and overall process solution sichuan Zhongwang Technology Co., Ltd. independently completed a full set of design, research and development, manufacturing and integration, and jointly with Lanshi Group to achieve the whole industry chain collaborative landing. Devolatilization extrusion granulation equipment is the key core equipment for optical-grade PMMA production, previously long-term monopoly by foreign enterprises, domestic high-end PMMA projects generally rely on imported equipment, not only high procurement costs, long delivery period, in the technical iteration and maintenance level more long-term control. The ZHP270 unit in the 80000-ton project in a successful start-up and stable standards, from the engineering practice level to verify the technical reliability of domestic core equipment, for the follow-up domestic similar projects to provide. A domestic model that can be replicated and promoted. Its demonstration value cannot be underestimated.

2. market impact study: optical-grade PMMA localization accelerated, import substitution window is narrowing.

High import dependence is the core background of the current market. Optical grade PMMA is mainly used in liquid crystal display backlight, optical fiber, automotive lampshade and other high-end optical fields, long-term high dependence on imports, low localization rate is one of the core bottlenecks restricting the downstream industry chain independent control. The gradual release of 160000 tons/year production capacity in Shandong Zhejiang and the United States will have a direct impact on the existing import supply pattern in the optical film, display materials and other sub-sectors.

The rhythm of the phased impact is worth studying in advance. Phase I 80000 tons has entered a stable production stage, in the short term that the regional supply of goods to form a supplement; 80000 tons the advance time node has not yet been announced, but from the first phase of about 11 months of efficient construction cycle, the second phase of capacity release time window is also not too far. After the total production capacity of the two phases is landed, the self-sufficient capacity of domestic optical-grade PMMA will see a substantial jump.

Core advice for overseas traders and supply chain practitioners: it is recommended to closely track the start of the second phase of the project in Shandong Zhejiang and the United States and the time node of production, focusing on evaluating the penetration speed of the domestic supply market in the sub-sectors such as optical film and display materials, and to study the rhythm and magnitude of import substitution in advance. In addition, the successful verification of ZHP270 domestic equipment means that the replication cost and cycle of domestic follow-up similar projects will be greatly compressed, optical-grade PMMA new domestic production capacity or will enter the accelerated landing stage, it is recommended to adjust the export strategy and inventory rhythm to China as soon as possible.