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新能源用PVDF主要原料R142b价格暴涨逾10倍 产业链公司望受益

The price of R142b, the main raw material of PVDF for new energy, soars by more than 10 times. The industrial chain company hopes to benefit.

金融界網 ·  Nov 25, 2021 09:06

According to Baichuan Yingfu, the price of domestic refrigerant R142b has continued to rise since November. after two increases of 5000 yuan / ton in early and mid-November, R142b product rose again by 5000 yuan / ton on the 24th, and the latest price has risen to 180000 yuan / ton. it has risen by more than 10% since the beginning of this month, and it has increased nearly 12 times in the past year.

Benefiting from the downstream lithium demand growth, PVDF (polyvinylidene fluoride) for lithium battery positive binder, R142b as the main production raw materials of PVDF pull up in the same direction, while the domestic capacity is insufficient, the current market supply is tight, but downstream demand continues to be exuberant, the contradiction between supply and demand intensifies, the price skyrocketing causes the factory to cherish the mentality of selling, do not quote, do not take orders still exist, it is expected that in the short term R142b prices are still likely to continue to rise and create new highs.

In the long run, the application demand in the fields of lithium battery manufacturing, photovoltaic backplane and energy storage continues to expand, and PVDF shows explosive growth. The agency expects the global demand for PVDF for lithium batteries to grow sixfold in five years. At present, major PVDF producers are planning to expand production, with a production cycle of one year to one and a half years. Production is expected to start in the second half of 2022, and supply shortages will remain until the end of 2022. With the rapid expansion of downstream PVDF, the production of raw material R142b is expected to continue to rise.

Juhua (600160) Co., Ltd. has an annual production capacity of 20, 000 tons of R142b, which is used for the preparation of VDF and as the raw material for the production of PVDF and FKM (fluororubber). In addition, the first phase of the company's 10, 000-ton / year PVDF project was put into production in December 2017, and the second phase is being implemented as soon as possible.

Sanmei (603379) Co., Ltd. has a production capacity of 4176 tons of R142b.

The translation is provided by third-party software.


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