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宝丽迪(300905):“原液着色技术”引领者 COFS材料下游应用广泛

Polaroid (300905): Leader in “Solution Coloring Technology” COFS materials are widely used downstream

海通國際 ·  Jun 2

Since its establishment, the company has strived to become a leader and promoter of “liquid coloring technology”. Masterbatch is a novel special colorant for polymer materials, also known as a pigment preparation. With the continuous advancement of technology, masterbatch coloring technology has also been greatly developed, bringing significant advantages and wide application to all walks of life. According to relevant statistics, in recent years, the company's chemical fiber masterbatch production has continued to rank first in China. The company currently has five main production bases, including Suzhou, Jiangsu, Siyang, Jiangxi, Jiujiang, Fujian, and PPM in Turkey. The company's products can not only meet the special needs of customers, but also fully consider various post-processing steps during development, and meet the requirements of spinning and subsequent processing processes as a necessary guarantee factor for product development, taking into account quality and cost performance.

Demand for fiber masterbatches is expected to continue to expand, and the company is experimenting with horizontal development in different fields. Compared with traditional printing and dyeing methods, most dyeing and finishing processes can be omitted using liquid coloring technology, thereby saving a lot of manpower and energy in production while reducing exhaust gas and wastewater emissions. Chemical fiber stock solution coloring has outstanding environmentally friendly characteristics, and as an energy-saving and environmentally friendly material, fiber masterbatches are also strongly supported by various policies of relevant departments. After the promulgation and implementation of the new Environmental Protection Law, environmental pressure on the printing and dyeing industry has been increasing. Under the current trend of the chemical fiber industry, demand for fiber masterbatches is expected to continue to expand. At the same time, the company is experimenting with different fields and developing horizontally. Although the scale is small now, the company has established supply relationships with many well-known domestic film manufacturers. The company will also actively explore and develop in the non-fiber field to further expand applications in other fields.

CoFS is widely used downstream, and the company began commercializing it. CoFS materials are less than a year since the company collaborated with Professor Zhang Zhenjie of Nankai University to establish a joint venture. The company believes that this material can already be synthesized outside the laboratory in a reactor rather than at the test tube level. The company believes that it can be promoted at an accelerated pace in the future. In March of this year, the company held its first mass production conference, which was recognized by many industry experts and customers. CoFS materials have characteristics such as high thermochemical stability, good biocompatibility, large specific surface area and porosity, controllable chemical and physical properties, low skeleton density, permanently open pore structure, and diverse synthesis strategies. It has application potential in fields such as catalytic chemicals, gas separation and storage, biomedical purification, environmental protection treatment, petroleum separation, nuclear industry wastewater treatment, seawater desalination, and optoelectronic materials. Currently, the company is working to connect with customers, verify products, and further expand production capacity.

Risk warning: the risk of additional production capacity in the market; the risk that downstream market demand falls short of expectations; the risk that the commissioning progress of projects under construction falls short of expectations; the risk of a sharp increase in raw material costs.

The translation is provided by third-party software.


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