Oct 30, 2008

Analysis of the trend of rubber chemicals raw materials and investment proposals

The rapid development of rubber chemicals and spurred by the increase in the consumption of raw materials, and rubber chemicals due to product mix to speed up structural adjustment, the growth in demand for raw materials also vary, the following will be the main part of the analysis of rubber chemicals and raw materials prices raised The future development of the proposed investment.

Aniline as the main raw material of rubber chemicals and basic organic chemical raw materials, domestic demand has grown rapidly in the future, the year 2005 -2006 will be faced with a set of domestic large-scale construction of aniline device launched in recent years due to rising raw materials prices of benzene, Aniline domestic prices rapidly in 2004 in the East China region, such as the supply of aniline.

The main use of synthetic aniline nitrobenzene hydrogenation technology, domestic synthetic mature technology. The future development of the proposal: the building of the future aniline device can be competitive and profit lies in the size and sources of raw material benzene, 1) With the large-scale construction equipment aniline, the product is not a high-value-added products, is to rely on the scale to Access to economic benefits, so the best start in the scale of 100,000 t / a and above; 2) In recent years, global crude oil prices led to the strain on the resources and benzene prices high, so whether there is sufficient source of benzene is to ensure that large-scale cost-effective device aniline The key. 3) aniline production of hydrogen, hydrogen is not easy transport, the best solution is to have its own or in the vicinity of chlor-alkali plant fertilizer or by-product of hydrogen, the use of methanol or hydrogen production of coal, the cost of production higher.

Cyclohexylamine cyclohexylamine in a relatively narrow domestic use, mainly for the production of food with sweet agent ignorant of sodium cyclamate, which are for export, and other synthetic promoter for CBS, in recent years with the CBS production growth too fast, out cyclamate 121 increase every year and the year 2003 -2004 cyclohexylamine domestic supply, the higher the price.

Cyclohexylamine mainly synthetic aniline hydrogenation method, at the same time Dicyclohexylamine by-product, there is general aniline production downstream processing enterprises in the building, there is no device aniline or aniline and no construction equipment business is best not to cyclohexylamine production, and Cyclohexylamine construction equipment can be used to tune than Dicyclohexylamine cyclohexylamine and technology, can be adjusted according to market demand, at the same time to speed up the cyclohexylamine in the non-rubber chemicals and food additives in the field of application development market.

N t-1990s set off in the latter part of domestic development and construction of the n t-wave, is also used in a variety of technical, but the supply of raw materials and process control and other issues, product quality and production costs are still unable to compete with foreign countries in particular, Germany's BASF match, so many Uncle blindly building enterprise n the unit was forced to stop production. In recent years, domestic high-quality t-n rely mainly on imports, the price is mainly affected by BASF Corporation and the domestic market demand around.

Environmental performance as a promoter of raw materials NS tert-n the domestic market prospects, and in particular the tuberculosis drug in the drug market is relatively good, it should speed up domestic t-n-building device, the key is in particular the synthesis process isobutene ammoniated cleaner technology law The development and introduction, with the large-scale petrochemical plant to speed up construction, supply of raw materials isobutene is not a problem, if it has a mature synthesis Ammonification isobutene technology, cost-effective devices and the market prospects should be better.

Morpholine in the early 1990s because of rubber chemicals and pharmaceutical industries NOBS strong demand, it became the hot-organic intermediates, synthetic technology was not home at the time, the products are mainly dependent on imports, mostly from Germany's BASF, the 20th century, 90 In the late you Synthesis domestic maturity of the technology, the rapid development of domestic production and construction, especially construction of Anhui Wu Yuan Chemical Co., Ltd. million t / a class Morpholine Asia's largest production unit, in the early 21st century even though the domestic demand for rubber chemicals rapid growth, However, due to promoter produced NOBS suspected cancer-causing nitrosamines and abroad have been banned, with the tire joint venture to speed up the process and the rapid increase in exports, consumption structure of the rubber chemicals gradually with international practice, the promoter is not around the amount of NOBS Before even a few years of negative growth in the future from the point of view, the amount of accelerator NOBS will be less and less, as the rubber accelerator in Morpholine account for a considerable proportion of the consumption structure, so Morpholine domestic market is not optimistic about the prospects, it is not appropriate to New devices, Morpholine existing devices to speed up the development and other downstream products to increase export share in the international market.

Second and third, the second is due to the second and third n, b n in the rubber chemicals are applied in the proportion of smaller, and more used in the production of some of the supporting rubber chemicals, which aids the development and market prospects and He did not see the growth rate will not be too great. At present, an adequate supply of second and third, the main production enterprises in Zhejiang Jiande Jianye Organic Chemical Co., Ltd., Hebei Xuanhua Fertilizer Group Ltd., and so on, the two companies have million t / a production level of the second and third device. N Second is a small tonnage of fine chemical intermediates, the current domestic production of smaller enterprises, Zhejiang Jiande Jianye Organic Chemical Co., Ltd. is one of the major manufacturers, the annual domestic needs of a certain number of imported products to meet domestic demand N Second is a good market prospect, a certain space for development.

Methyl isobutyl ketone as an important fine petrochemical raw materials, mainly used solvents and antioxidant-led 4020 production in recent years along with rapid growth in demand for antioxidant 4020, methyl isobutyl ketone domestic demand growth, at present totally dependent on Imports, the net import volume of about 2004 or so 36000t. In recent years, due to strong domestic demand, coupled with soaring crude oil prices, so in 2004 the rapid growth in the second half of the price.

China's methyl isobutyl ketone is a good market prospects do not doubt that the current domestic and Jilin Institute has successfully developed a 15,000 t / a large-scale production, to break the monopoly of foreign companies, foreign or domestic product Provide opportunities for technology and equipment. Synthesis of methyl isobutyl ketone is acetone one-step process technology, dual-core function of the catalyst preparation and application of recommended domestic enterprises to adopt the domestic introduction of foreign technology or technology and equipment to build 2-3 million t / a production scale , In addition to the production of technical requirements, other sources of raw materials and downstream markets should also attach great importance to this.

Sources of raw materials: acetone, the current domestic and Kyrgyzstan, Beijing Yanshan, Shanghai Gaoqiao have large-scale installation of phenol acetone, the construction unit to be considered in a large-scale installations in the vicinity of acetone or have imported chemical products terminal in the vicinity of acetone To facilitate the building of the source area; hydrogen, the greater the demand. In the proposed chemical fertilizer, such as chlor-alkali has a by-product of hydrogen business or in the vicinity of the building. Of course, can be used methanol and hydrogen cracking hydrogen production of coal, but in recent years, the rapid price hikes of raw materials, which will lead to higher production costs. The lower reaches of the market, mainly due to the MIBK solvent used in paints and antioxidant 4020, while the major paint manufacturers to focus on the Pearl River Delta, Yangtze River Delta and Beijing-Tianjin-Tangshan area; and 4020 mainly in antioxidant Jiangsu, Shandong and other places. Therefore, the device should be building in the paint and rubber antioxidant production are concentrated in the eastern coastal areas.

Aminodiphenylamine of the current good economic benefits of the product is used for synthesis of the most outstanding performance of the two-amine antioxidant 4010NA, 4020, and other major intermediate, and neighboring countries, especially South Korea a greater gap in the market prospects are very good, In recent years, domestic synthetic rapid technological progress, so the price is relatively stable, just as the main raw material prices and rising aniline, in addition to a certain number of exports each year, there are very few commodities, is not accurate statistics of its price trend. Aminodiphenylamine current production of advanced clean technology nitrobenzene and aniline formyl traditional method. , The production capacity of 50%, according to data reported nitrobenzene production costs lower than aniline formyl about 3,000 yuan / t, therefore, the future lies in building production and the availability of mature technology law nitrobenzene and at the same time scale of construction Should be 5000t / a more coordinated and construction of rubber antioxidant 4020, and so on, until a certain competitive in the marketplace.

Diphenylamine Diphenylamine in recent years, domestic production capacity and technology are developing fast, mainly by domestic Nantong Feiya MSC's exclusive production and use of advanced continuous reduction of aniline legitimate, diphenylamine in a smaller amount of rubber chemicals, but also by Feiya MSC companies supporting the production of the domestic market for Diphenylamine less demand for the company nearly 80% of the products are for export, the volume of domestic goods very few statistics can not accurately price movements. With the price of its basic aniline price fluctuations, changes in the rate of aniline and even less than the price fluctuations. Because of the serious over-supply, so the future does not encourage the production of new Diphenylamine device.

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