我国PX–PTA–聚酯产业链发展综述

Development of PX-PTA-Polyester and Polyester Fiber Industry Chain in China

从聚酯的原料、市场供需及盈利空间等方面综述了我国聚酯产业链发展状况。通过分析对二甲苯、对苯二甲酸、乙二醇和聚酯的市场景气周期情况,指出当前聚酯产业链处于扩张和整合阶段,对国内聚酯市场竞争格局和行业发展变化进行了展望,并针对传统企业发展聚酯产业提出建议,系统整合资源,依托上游,增加原料产能和聚酯产能,提高内部消化聚酯原料对二甲苯、对苯二甲酸和乙二醇的能力,保障产业链健康安全,利用一体化优势降低成本,提高市场占有率和竞争力。

In this paper, the development status of domestic polyester industry chain is reviewed from the aspects of feedstocks, market supply/demand, and profitability. By analyzing the market boom cycle of p-xylene, terephthalic acid, ethylene glycol and polyester, it is pointed out that the current polyester and polyester fiber industry chain is in the stage of expansion and integration. The market competition pattern and industry development of domestic polyester industry are prospected. Some suggestions are put forward for traditional producers in the development of polyester industry, which include expanding feedstock and polyester capacities by integration of upstream resources, improving internal absorption of polyester feedstock p-xylene, terephthalic acid and ethylene glycol, ensuring the health and safety of the industrial chain, and taking the integration advantages to reduce costs and boost market share and competitiveness.