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2013年8月26日星期一

Two factors detonated PTFE demand

With national governance haze action forward and 4D printing technology, the future may usher in the explosive Teflon demand, A shares two fluorine chemical faucet Juhuagufen (market share it traded points), three love the rich or from benefit. Moreover, the reporter was informed from the industry last week, the mainstream fluorine chemical manufacturers in the fluorine chemical industry conference held in Jinan, brewing on polytetrafluoroethylene (PTFE) joint price ptfe parts increases, some of which had been the first manufacturers in the pre-increase prices.

Teflon is a synthetic polymer material with acid alkali, anti various organic solvents and other characteristics, also known as "king of plastic." It has suspended fines, suspension medium-grained, dispersed powder resins, modified dispersions other grade.

Since last year, severe haze pollution, so that the industry began to realize more PTFE application space.

An industry source pointed out that in the past most of the domestic governance of industrial smoke dust material using ordinary dust filter bag, can not filter fine particulate matter PM2.5. And now realize localization of a new microporous PTFE membrane filter media by the U.S. authorities detected the PM2.5 filtration efficiency up to 99.9995%.

Engaged in the business of Shanghai Ling Qiaogong department official said that the company is currently still a PTFE membrane filter media export-oriented, "But we firmly believe that as the country's new" Ambient Air Quality Standards "were promulgated, the industrial sector the demand for high-performance membrane filter media will increase year by year. "

In addition, last week budding 4D materials used printing technology relates to a shape memory polymer (SMP), is also one of its raw materials from PTFE. Foreign fluorine chemical giant Solvay Group a management person interview with this reporter, said, PTFE because with corrosion, high temperature resistance and easy adhesion and other characteristics, which makes it really could become 4D printed material.

"PTFE has been used for high-grade ink before, ptfe sintering process if you print a lot coming 4D application of this material, then it would indeed be a huge demand pull." The source said.

For PTFE production enterprises, the good news also for PTFE fluorine chemical manufacturers brewing joint price increases.

Last week, the mainstream fluorine chemical manufacturers in the fluorine chemical industry conference held in Jinan. "The current market is still suspended in the tight grain product sales, so the meeting raised the suspension medium grain brewing first price will be after the traders began to actively cargo storage so that prices continue to rise before fully stocked As dispersing resin prices remain stable However, companies are bullish outlook. "Mu snow Zhuo record information analyst said.

According to Mu snow, as early as the Spring Festival, downstream distributors began large purchases suspension medium grain and other models. The factory operating load reduction during the Spring Festival, the market stocks also fell to low or no inventory. Plus Shandong Dongyue plant maintenance, there are warming downstream demand after the holiday, which makes the market supply and demand improved significantly.

Social business analyst Yuan Ting chemical branch, also confirmed to reporters that the fluorine brewing industry conferences regarding price increases for PTFE joint. But she believes that prices can be fulfilled depends on downstream demand in the short term prices or stabilized.

Previously brokerage researchers analyzed that Juhuagufen 2011 earnings per share 1.85 yuan, a contribution of 0.37 yuan polytetrafluoroethylene; Aifu 2011 earnings per share of 1.9 yuan, the PTFE contribution of 0.72 million. The two companies will benefit from PTFE expected future demand growth and rising prices.

CAC Group tons of organic fluorine production project in the second half

Today disclosed in 2012 annual report, the company achieved operating income of 2.6 billion yuan, a slight decrease of 1.46%, net profit of 344 million yuan, down 6.16 percent. Companies get to total 3.599 billion yuan the year, in January 2013 acquired a further two lands, which are located in Fujian Shishi City and Beijing, the land shall total 2.673 billion yuan, as of the date of the annual report disclosure, the company increased its land bank 630 300 Total square meters.

Company said revenue declined over the previous year, mainly due to new real estate projects this year more, but did not reach carryforward conditions, in addition to the items sold are not carried over expenses for the period increased significantly, resulting in net profit also declined slightly over the same period last year.

Notably, the company tons of organic fluorine project ptfe teflon sheet consists of a wholly owned subsidiary of Fujian Agriculture chemical pesticides limited liability company organized and implemented, will build an annual output of ozone-depleting substances (ODS) substitutes, fluorine resins, fluoropolymers other organic fluorine products totaling approximately 11,000 tons of production capacity. Second half of 2012 because of a long rainy season, Sanming and other reasons, the project construction delays than expected progress is expected that the project will be put into operation in the second half of 2013. Fluorine chemical industry to support the company's long-term development, the company set up in Hebei Longhua Longhua Straits Mining Limited during the reporting period has acquired two fluorite mine, namely the Big East and Ho Ying Coal Mine.

The company said that the future real estate development layout will gradually from Fujian, Beijing points to spread across the country, continue to develop high-end commercial real estate development in the next 3-5 years, 10-20 landmark class, very large urban complex (market area) body . In addition, the company will enhance the fluorine chemical technology research and development capabilities, came from behind to win in 3-5 years to become excellent domestic fluorine chemical industry. The company intends to enhance the strategic reserves of fluorite resources for the fluorine chemical industry long-term development support. (China Securities Network)

Zhejiang released fluorosilicone industrial innovation pilot program

According to the China Chemical Industry News reported that the Spring Festival, Giant Group, Zhejiang, Zhejiang Zhongtian fluorine and silicon backbone enterprises fluorosilicone provincial government ushered in a gift - by the Provincial Organization Department, the Provincial Science and Technology Department, Provincial Economic and Trade Commission, the provincial SASAC four departments jointly developed the "Zhejiang fluorosilicone new materials industry technology innovation pilot program" promulgated and implemented.

According to the "program", to increase the ability of technological innovation, the Zhejiang provincial government focus on supporting fluorosilicone new materials and high-tech enterprises focus on leading enterprises to create enterprise Institutes around the development of new materials industry fluorosilicone key technologies to conduct joint research. Fluorosilicone Provincial Key Enterprise Institute new materials to ptfe product implement a number of major projects, fluorosilicone overcome a number of key technologies of new materials industry, accelerate scientific and technological achievements into practical productive forces, enhance the level of industrial innovation.

Given the current fluorosilicone Zhejiang Quzhou new materials industry cluster practical, combining new materials Quzhou fluorosilicone size of the enterprise strength, technology research base and technological innovation, "program" to determine Giant Group, transit fluorine silicon, silicon industry in Nanjing Kay St. fluorine chemistry, Song Rui New Material, navy chemicals, synthetic materials civilized, Fusite Group and other enterprises as the first batch of eight start pilot unit.

Among them, the main direction of Giant Group fluoropolymers for high-end series of novel fluorinated specialty chemicals and new ODS substitutes and other high-fluoride materials for innovative research. The goal is the result of three years of hard work, and strive to have more than 100 patents, fluoropolymer complete series of high-end, new fluorinated specialty chemicals, new ODS substitutes and other major high-fluoride materials research and development projects; build the personnel structure is reasonable, innovation and vitality obvious enterprise "thousands" Institute for technology, industry and application level rank the leading domestic and international forefront of fluoride materials industry base. Another seven companies also have a clear main direction, objectives and tasks.

In support of the new materials industry ptfe material of Zhejiang fluorosilicone carry out technological innovation, "plan" put forward four specific measures: First, financial support from the provincial strategic emerging industries of special funds, funds totaling 55 million yuan in subsidies; Second, the establishment of fluorosilicone new materials research project, hosted by the Academy of key enterprises, the preparation of technology roadmaps, breakthroughs in key technologies, the bottleneck technology; Third, strengthen personnel training and introduction; fourth is to strengthen coordination and work instructions.

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