The Eighth China Caprolactam And Nylon Summit Forum: Rational Treatment Of Industrial Pattern Changes

Even though the surface is so calm, but in the world, the pfer of nylon production speed to China, and the pformation of the relationship between the mainland and Taiwan nylon industry, as well as the products of the nylon industry chain (caprolactam, adipic acid, nylon 6 chips, nylon 66 chips), China's Nylon industry structure is quietly changing.

Some people will be sponsored by China Chemical Fiber Association and China Chemical Fiber Corporation, and the Shanghai intermediate fiber network and the British Thailand glory company.

Further discussion on caprolactam

For a long time, the bottleneck restricting the development of nylon industry is the raw material.

The main raw material of nylon 6 is caprolactam, and its dependence on imports is as high as 60% over the long term.

At this meeting, however, this situation seems to have changed.

Song Manjun, director of business management of polyamide and intermediates in BASF Greater China, has spoken on a central idea: appealed to the relevant enterprises to invest in caprolactam rationally and prevent the hazards caused by overcapacity.

In his view, the global caprolactam has been in excess of supply level, if China's new capacity is put into operation one after another, it may break the existing balance.

Looking back at the previous sessions, all the representatives of BASF will be worried about the rapid expansion of production capacity, and hope that the industry will treat them rationally.

Gong Xiaojun, a representative of Sinopec's Baling Petrochemical Company, also believes that the international supply and demand of caprolactam are basically balanced, and the industrial chain of caprolactam is rising.

At present, the monthly supply of caprolactam in China will be stable at more than 44 thousand tons.

He also believes that the ongoing anti-dumping of caprolactam does not limit the normal import of the country, because the amount of imported goods accounts for 34% of the total imports.

However, more people are still worried about the supply of caprolactam in China.

According to the analysis, 5 new caprolactam projects in China will take 2~3 years to fully supply the market.

Prior to that, coupled with the harm of anti-dumping, the supply of caprolactam was still tight, and the source of high quality raw materials was narrowed.

Tang Jun, Secretary General of polyamide Specialized Committee of China Chemical Fiber Association, used data to show that in 2009, domestic caprolactam production was 330 thousand and 600 tons, import volume was 601 thousand and 300 tons, and import dependency was 64.64%.

From this year's situation, no new capacity has been put into operation in China, but the demand for caprolactam is still increasing, and the supply situation can be imagined.

On the surface, these views on behalf of the parties are quite different, and it seems that it is difficult to see the real situation.

But at least we can draw some conclusions: China's caprolactam industry is developing, but in the short term it is difficult to affect the market. At the same time, foreign suppliers do not welcome these new capacity.

Polymerization "two heads get angry"

With the development of caprolactam, the demand for nylon has kept increasing.

Under the stimulation of the two industrial chains, based on the rapid progress of nylon polymerization technology, plus the termination of caprolactam anti-dumping measures in the last round of 2008, and the reduction in the import tariffs of caprolactam to 5%, the capacity of polymerization increased riveting.

According to statistics, China will add 784 thousand tons of polymerization capacity in 2010~2011. In 2010, domestic aggregate production capacity reached 1 million 540 thousand and 500 tons, including 920 thousand and 500 tons of civilian polymerization and 620 thousand tons of industrial polymerization capacity.

He Zhuosheng, deputy general manager of Guangdong Xinhui Mei Da nylon Limited by Share Ltd, admitted that when he was preparing for the topic of "opportunities and challenges in the polyamide industry", he suffered very much because the polyamide industry was in a "very painful period".

From the horizontal analysis, the aggregate polymerization capacity is overcrowded, the threshold of the polymerization industry is low, and foreign products enter the Chinese market in large numbers, and the market competition is intensified.

From the vertical perspective of the industry chain, he described as "kneeling to buy raw materials, bleeding products."

Because upstream raw materials are still in the era of monopolistic competition, the downstream spinning mills have relatively thin margins and narrow profit margins.

He analyzed the large fluctuation of nylon Market in July this year because of unstable raw material supply, frequent adjustment of operating rate by polymerization enterprises, and instability of market supply and demand.

Under such circumstances, the factories that are only aggregated will have greater risks than the enterprises with relatively complete industrial chains.

This is why the spinning industry has been keen on investment aggregation in recent two years, and the reason why the polymerization enterprises are actively spinning.

"Otherwise, it can save at least 500 yuan per ton, directly from polymerization to spinning, packaging and pportation."

He Zhuosheng said.

Charles Fryer, chairman of the world nylon industry and 75 year old chairman of the British company, said in an interview with reporters that taking into account China's own needs, the development of caprolactam is a must go way.

But the rapid expansion of aggregate capacity worried him.

He suggested that enterprises should not invest in new polymerization and spinning capacity in recent years, so that the release of caprolactam production in China after 2~3 years can bring and maintain a new balance in the long run.

In addition, many people also expressed concern about the possible inclusion of nylon varieties in the ECFA, and said that the China ASEAN free trade agreement had an impact on domestic nylon enterprises. "The tariff advantage of nylon products in the ASEAN region is about $200 per ton relative to China's own production".

There are always new growth points.

Although other countries and regions outside China are almost cutting capacity, they have not given up the development of new application areas and new production processes and equipment.

It can be understood that they want to continue to maintain the leading position in the world's Nylon industry, and they can also be interpreted as unwilling to give up the huge emerging market in China.

The representatives of O Ray Comba Marg and newmager introduced the new progress of the company in the field of nylon civilian filament.

He pointed out the main challenges of nylon civilian filament in the next few years. One is the competition between low cost polyester fiber, the two is the narrow profit space and the differential pressure of products, and the three is the sustainable production problem of environmental protection and energy saving.

To this end, orrican launched the WINGS winding machine (24) for nylon and polyester POY production, which can improve productivity and product quality, and reduce costs.

He also encouraged enterprises to enter the BCF (expanded textured filament) carpet yarn market, and the carpet yarn product 1/3 is made of nylon at present.

The corse group, which focuses on tire enhancement, is the largest tire cord manufacturer in the world. Its technology has been over 35 years.

The representative of the company pointed out that although the consumption of nylon cord is decreasing year by year in tire frame materials, instead of wire cord and polyester cord cord, nylon 66 has no advantage over the tire crown layer for many years, and it is still the best material to achieve the crown Band requirement.

Of course, the combination of nylon 66 and aramid fiber and polyester fiber to meet different performance requirements is also the trend of development in the future.

Deng Jun pointed out that the consumption of automotive airbag wire will gradually increase, which will be a bright spot for the future of nylon industrial yarn. Nylon filament velvet carpet will be more widely used in decorative yarns. Nylon engineering plastics will grow at 8%~10% in the next 5 years, and is expected to reach 235 thousand tons in 2010.

In addition to the products that are used for Down garments and winter clothes, nylon knitted products are widely used in products such as underwear and swimwear that embody women's sense of beauty. Based on this inspiration, Deng Jun disclosed that the trade association will cooperate with the relevant enterprises and units, and strive to organize a nylon product show next year to enable consumers to understand nylon more intuitively and further. At the same time, the standard of cleaner production in the nylon industry has been completed and approved, and the relevant alliance of the nylon industry is also in preparation. The changes in the industrial structure reflect the rise of China's Nylon industry from the side. In this process, both "gain" and "loss" need to be treated rationally.