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EVA is obtained by copolymerization of ethylene ( E ) and vinyl acetate ( VA ).
EVA is obtained by copolymerization of ethylene ( E ) and vinyl acetate ( VA ).
Domestic EVA Domestic EVA demand is growing rapidly, and there is great potential for import substitutionRapid growth in demand and great potential for import substitution
The global EVA production capacity is approximately 5.
The global EVA production capacity is approximately 5.
lEVA lEVA film is a key material for photovoltaic encapsulation components, and EVA film is a key material for photovoltaic encapsulation components, driving the growth of demand for EVA photovoltaic materialsGrowth in demand for photovoltaic materials
Photovoltaic modules are mainly composed of cells, glass, back sheet, and glue film.
Photovoltaic modules are mainly composed of cells, glass, back sheet, and glue film.
lEVA lEVA photovoltaic materials have high production barriers, supply and demand are tight, and prices are expected to continue to riseHigh barriers to photovoltaic material production, tight supply and demand, prices are expected to continue to rise
Since August 2020 , benefiting from the rapid increase in the installed capacity of photovoltaic cells, the price of EVA has risen from 13,000 yuan / ton to 19,000 yuan / ton due to tight supply and demand .
Since August 2020 , benefiting from the rapid increase in the installed capacity of photovoltaic cells, the price of EVA has risen from 13,000 yuan / ton to 19,000 yuan / ton due to tight supply and demand .
The VA content of EVA photovoltaic material is 28%-33% .
Its production is an ultra-high pressure process, the process is more complex, and the technology monopoly is strong.
Only a few domestic companies such as Serbon Petrochemical, Levima New Materials, Formosa Ningbo and other companies have the 150,000 tons / year.
In the coming year, there will be no new production capacity in China, and the demand side will increase by about 100,000 tons.
The tight supply and demand situation will further intensify and prices are expected to continue to rise.
