In 2020, China's polyvinyl alcohol production capacity, import and export, and industry concentration will continue to increase

1、 Analysis on the current market situation of global Polyvinyl Alcohol industry

The global production of polyvinyl alcohol (PVA) is mainly concentrated in a few countries and regions such as China, Japan and the United States, with a total unit capacity of about 1.85 million tons and an actual output of about 1.35 million tons in 2020. Among them, the Asia Pacific region is the main production region, accounting for more than 85% of the world's total output.

Polymerization additives, fabric sizes and adhesives are the main downstream consumer markets of polyvinyl alcohol. The global consumption structure of polyvinyl alcohol (PVA) is as follows: polymerization additives account for about 24%, polyvinyl butyral (PVB) accounts for about 15%, adhesives account for about 14%, textile sizes account for about 14%, paper sizes and coatings account for about 10%, and other fields account for 23%.

2、 Analysis on market situation of polyvinyl alcohol industry in China

With China's economic development, adjustment of demand structure, environmental protection supervision and continuous improvement of safety requirements, the number of maintenance downtime of chemical enterprises has increased greatly. According to statistics, in 2020, China's total production capacity of polyvinyl alcohol was 996000 tons, and the actual output was about 810000 tons, making it the largest polyvinyl alcohol producer in the world.

From the consumption structure of polyvinyl alcohol in China, polymerization additives account for about 38%, fabric size accounts for about 20%, adhesives account for about 12%, vinylon fiber accounts for about 11%, papermaking size and coating account for about 8%, architectural coatings account for about 5% and others account for 6%.

3、 Analysis on import and export status of polyvinyl alcohol industry in China

In terms of import and export, in addition to being affected by the epidemic in 2020, the export volume of polyvinyl alcohol in China is increasing year by year, and the export volume is higher than the import volume. China has become a net exporter of PVA. According to statistics, by the first half of 2021, the import volume of polyvinyl alcohol in China was 22200 tons, a year-on-year increase of 14.49%, and the export volume was 84800 tons, a year-on-year increase of 29.90%.

In terms of import and export amount, according to statistics, as of the first half of 2021, the import amount of polyvinyl alcohol in China was US $57 million, a year-on-year increase of 14.04%, and the export amount was US $166 million, a year-on-year increase of 51.91%.

China's PVA imports mainly come from Japan, Singapore, the United States, China and Taiwan and other countries and regions. According to statistics, in 2020, Japan imported polyvinyl alcohol 59 million 261 thousand and 100 US dollars, imported Singapore polyvinyl alcohol 15 million 520 thousand and 100 US dollars, imported Taiwan polyvinyl alcohol 9 million 233 thousand US dollars, and imported 6 million 640 thousand and 400 US polyvinyl alcohol.

In terms of the export volume of China's polyvinyl alcohol export destinations, China's PVA is mainly exported to India, the Netherlands, Pakistan, South Korea, Indonesia, Malaysia, Italy, Turkey, Vietnam, Brazil and other countries or regions, of which the export amount to India is the highest, with an export volume of US $23.1794 million. With the continuous improvement of production technology and development of new products by domestic enterprises in recent years, The proportion of China's PVA general trade export in the total export has increased, indicating that the structure of China's PVA export mode has been continuously optimized.

4、 Analysis on competition pattern of polyvinyl alcohol industry

In 2020, in addition to China, the representative enterprises of polyvinyl alcohol in the world mainly include Japan kolali Co., Ltd., Japan Shuishui Chemical Industry Co., Ltd., Japan Synthetic Chemical Industry Co., Ltd., Japan unijika (JVP), American DuPont, etc., with a total global production capacity of about 1.85 million tons.

In terms of production and sales, according to statistics, by 2020, the output of polyvinyl alcohol of wanwei hi tech was 265800 tons, a year-on-year increase of 11.96%, and the sales volume was 228000 tons, a year-on-year increase of 4.18%.

5、 Development trend of polyvinyl alcohol industry in China

With the introduction of new technologies, new processes and new products, the continuous expansion of new application fields, and the gradual replacement of imported products, it has brought new development opportunities to the domestic polyvinyl alcohol and Vinylon Industry. However, due to the increased export efforts of enterprises, the adoption of low-end fierce competition, and with the adjustment of China's industrial structure, the rise of wages and other costs, and the high requirements for environmental protection, some downstream industries, such as labor-intensive textile industry, have been relocated to Southeast Asia, which has slowed down the growth trend of domestic demand, increased foreign consumption and increased export volume. After more than ten years of competitive integration and optimization, the industry is showing a new pattern of optimized production capacity, improved concentration, stable market varieties, slow growth of market demand, high technical barriers, few new entrants, moderate competition and innovative scientific and technological development, reaching a new balance between supply and demand and developing into a benign new business form.

With the rapid development of PVA downstream industries such as PVA optical film, PVB film, polymerization additives, soil improvement, paper adhesive, ceramic adhesive, environmental protection, medicine and cosmetics, the demand for special PVA products is very strong. The special PVA products of industry leading enterprises represented by wanwei hi tech are developing rapidly, and the demand for PVA fiber, Pvb Resin, PVA optical film The R & D of redispersible rubber powder and other products, and the production technology of PVA special varieties and extended products are becoming more and more mature, filling a number of gaps in China. New PVA products are gradually put on the market, the market share is also increasing, ordinary varieties are basically replaced by imports, and the downstream consumption structure of PVA industry in China has been further expanded.