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Recently, the high price of BDO and considerable profits have attracted many capital layouts
In 2022, the planned production capacity of BDO is 600,000 tons, including: Xinjiang Meike 100,000 tons, Xinjiang Cathay Pacific 100,000 tons, Wanhua Chemical in Sichuan 100,000 tons, Inner Mongolia Dongyuan 200,000 tons, Huizhou Yuxin 100,000 tons
This situation will ease by 2023-2024
PBAT will be the main growth point of the BDO industry
If BDO really returns to a reasonable price in the future, who will be the ultimate winner?
Deng Huichang, Deputy Secretary-General of the New Chemical Materials Special Committee of China Petroleum and Chemical Federation, believes that in the BDO industry chain, the future must be long-chain and extended-chain enterprises with more anti-risk capabilities
The upstream resources of BDO include coal mines, calcium carbide, maleic anhydride, power plants, etc.