The strong demand for photovoltaics drives the profitability of EVA companies to improve

In the context of the rapid growth of the photovoltaic industry, the market demand for EVA (ethylene-vinyl acetate copolymer) resin, especially high-end photovoltaic materials, is stro.

Since May, EVA has maintained its kingly demeanor in the rubber and plastics market, and its price has skyrocket.

Regarding the follow-up trend and profitability of the EVA market, industry insiders said that at present, major domestic EVA manufacturers have full orde.

Photovoltaic demand growth is the main driving force

EVA resin is a general-purpose polym.

Foamed shoe materials and films belong to the traditional application fields of EVA resin, the demand is close to saturation, and the proportion of consumption has shru.

Since the beginning of this year, the photovoltaic industry has ushered in a strong rebou.

In photovoltaic modules, EVA film is used between the tempered glass plate and the solar cell to encapsulate and protect the ce.

At present, China's photovoltaic industry occupies a dominant position in the world, but one of its key materials, EVA photovoltaic film material, has always been a "stuck neck" link that relies on imports, and the import dependence is as high as 6

At present, domestic EVA products are mainly based on low-end materia.

According to statistics, in the list of commodity prices in April, there were 5 kinds of commodities in the rubber and plastics sector that increased month-on-mon.

Good market outlook supports corporate profits

At present, only a few domestic companies such as Lianhong Xinke, Dongfang Shenghong, and Rongsheng Petrochemical can produce photovoltaic grade EVA res.

It is understood that the production of photovoltaic-grade EVA materials must cross the "three mountains", that is, high VA content, high melting index, and high operational difficul.

At present, the demand for photovoltaics at home and abroad is growing rapidly at the same time, and it is expected that the EVA market will continue to be in short supply this ye.

Technological transformation and capacity expansion help the market grow steadily

　　From January to October 2021, the apparent consumption of EVA in China is around 7 million tons, an increase of 170,000 tons over the same period in 2020, an increase of 1

　　As an important auxiliary material of photovoltaic modules, EVA accounts for about 12% of the cost of photovoltaic modul.

　　China Industry News has learned that the recent new production capacity of domestic EVA photovoltaic materials mainly comes from Lianhong Xinke and Zhongke Zhanjia.

　　Industry insiders said that the demand for photovoltaics is strong, and there is a lack of new domestic production capacity support in the short te.

If the import continues to be tight, the subsequent EVA price will not fa.

At present, domestic enterprises are actively completing technology digestion and process precipitati.

It is expected that during the "14th Five-Year Plan" period, there will still be a large gap in high-end EVA produc.

(Cao Yali)

From: China Industry News