The Competition Pattern Of MDI Has Changed Because Of The Difficulty To Prevent The New Students From Getting Involved In MDI

In China, more than 50% of pure MDI is used for synthetic leather, 18% for sole stock solution; about 80% of polymerized MDI is used for polyurethane rigid foam, in which refrigerator consumption accounts for more than 50% of total consumption, and the rest of MDI is mainly used to produce polyurethane products. More than 50% of MDI and polyurethanes are used in the synthesis of polyurethane, which accounts for more than 50% of the total consumption in China. The downstream market continues to be optimistic. In recent years, the rapid development of China's polyurethane industry has driven the rapid growth of the demand for MDI, the main raw material of polyurethane. Since 2001, the demand for MDI has increased at an average annual rate of 22%, reaching 780000 tons in 2007, and the import volume has also increased from 189000 tons in 2001 to 458000 tons in 2007. 1. Polyurethane foam plastics polyurethane rigid foam not only continues to maintain high-speed growth in the traditional refrigerator market, but also has a huge demand in the insulation Market of building wall, roof, heating pipeline, oil pipeline, etc. In addition, MDI will partly replace TDI in polyurethane foam for car seat cushion. It is predicted that the polymerized MDI will increase at an average annual rate of 18% - 20% in the field of rigid polyurethane foam in the next few years. The polyurethane thermal insulation material prepared by MDI has many excellent properties that other thermal insulation materials can't match, such as low density, high strength, low thermal conductivity, low moisture absorption, good air tightness and fire resistance, easy construction, etc., which makes it become a hot spot in the industry in China and even in the world. In Europe and the United States, 75% of the houses are covered with polyurethane insulation. In 2005, more than 40 billion square meters of buildings were in stock in China, and more than 95% of them were high energy consuming buildings, and the energy consumption per unit building area was 2-3 times that of developed countries. The Ministry of construction has stipulated in the 11th five year plan that all kinds of new buildings in China should achieve 50% energy saving and 65% in key cities. Since July 1, 2006, polyurethane energy-saving materials have been promoted in Beijing, Tianjin, Dalian and Shenzhen. In addition, the continuous development of LNG and refrigeration industry will also add new impetus to the demand for rigid foam insulation materials. 2. Polyurethane elastomer the application field of polyurethane elastomer has expanded from national defense and military industry and cutting-edge technology to metallurgy, petroleum, automobile, mineral processing, water conservancy, textile, printing, medical treatment, sports, grain processing and construction. At present, MDI has the tendency to replace TDI in elastomer application. It is predicted that the demand for pure MDI of polyurethane elastomer in China will maintain an annual growth rate of about 30% in the next few years. ? 3. Polyurethane synthetic leather, sole stock solution, coating, adhesive / sealant have become the center of global furniture, household appliances and shoe-making in the future. Although the consumption growth of these export-oriented industries will slow down under the influence of some negative factors (such as export tax rebate, RMB appreciation, etc.), it is expected that the consumption growth rate of these export-oriented industries will slow down, but it is expected that the consumption growth rate of these export-oriented industries will slow down The demand for coatings and polyurethane adhesives / sealants will maintain an average annual growth rate of 10%. 4. With the improvement of clothing quality requirements and the increasing export volume of textiles, high-performance spandex has a rapid expansion development opportunity. In addition, there will be a certain increase in domestic demand for spandex. To sum up, it is estimated that China's MDI demand will exceed 1.2 million tons by 2010. At present, China's MDI manufacturers include Yantai Wanhua Polyurethane Co., Ltd., Shanghai Lianheng isocyanate Co., Ltd. and Bayer (Shanghai) Polyurethane Co., Ltd. By the end of 2007, the total production capacity reached 620000 T / A. 1. Yantai Wanhua Polyurethane Co., Ltd. Yantai Wanhua Polyurethane Co., Ltd. owns two MDI plants in Yantai, Shandong Province and Daxie in Ningbo. In 2007, the capacity of Yantai plant's MDI was 140000 T / a (the actual output could reach 150000-160000 T / a), and it was planned to expand to 200000 t / A in 2008; the 160000 T / a plant of Ningbo Daxie plant was expanded to 240000 T / A in November 2007, and planned to expand to 300000 t / A in 2008. In addition, new product lines, including HDI and hmdi, are under planning. The goal is to become the MDI supplier with the largest MDI output, the most reasonable industrial chain, the lowest cost and the highest market share in Asia Pacific region within three years. 2. Shanghai Lianheng isocyanate Co., Ltd., established by BASF, Huntsman, Shanghai Huayi (Group) and Sinopec Shanghai Gaoqiao Petrochemical Company, is a part of Shanghai polyurethane integration project. Shanghai Lianheng isocyanate Co., Ltd. has three sets of plants: 240000 T / a nitrobenzene, 160000 T / a aniline and 240000 T / a crude MDI. Among them, 240000 T / a crude MDI plant has been put into operation in August 2007, and the actual annual output of the plant can reach 280000-290000 t. In order to expand its market share, BASF's second 400000 T / a MDI plant with a total investment of more than 30 billion yuan in China will be settled in Chongqing Chemical Industry Park (Changshou). Construction is planned to start in 2008 and put into operation after 2010. 3. Among the Shanghai integrated chemical projects invested by Bayer and Bayer with a total investment of 3.1 billion US dollars, isocyanate products projects mainly include 350000 T / a crude MDI, 150000 T / a TDI, 50000 T / a HDI and 10000 t / a polyisocyanate. The production time of MDI unit was advanced from 2009 to April 2008. In addition, Bayer's crude MDI distillation unit has been put into trial operation in mid June 2006, equipped with a complete set of logistics equipment to extract pure MDI and polymerized MDI from crude MDI. "Double barriers" can not prevent the new entrants from getting involved. MDI industry has many technical fortresses, such as large-scale use of phosgene, systematic process flow, high anti-corrosion performance requirements of equipment and precise reaction conditions, as well as capital fortress with high investment. However, the "double barriers" can not stop the new enterprises from getting involved, and the existing TDI enterprises plan to enter the MDI industry. For example, Bluestar Tianjin new chemical material base plans to build a 200000 t / a MDI plant, of which the first phase of 100000 t / a plant is under construction; Gansu Yinguang Chemical Group Co., Ltd. plans to build 160000 T / a MDI plant; Nippon polyurethane (Ruian) Co., Ltd. plans to build 80000 T / a crude MDI refining project The project was started in July 2006 and has been basically completed. The raw materials are mainly from the 200000 t / a MDI plant newly expanded and put into operation in Nanyang plant of Japan. In the future, the supply and demand tension of MDI market will be eased, and the industry competition pattern will also have new changes.