亞太地區環氧丙烷市場：2023 年

2022年，世界經濟將受到新型冠狀病毒病（COVID-19）蔓延、烏克蘭戰爭及其隨之而來的糧食危機、能源危機、通膨飆升、債務情勢趨緊以及氣候變遷的影響。緊急狀態等一系列相互關聯的重大事件嚴重損害了全球經濟。 2023年，將再次出現放緩趨勢。 亞太地區整體處於疫後復甦階段，但復甦緩慢。 此外，聚醚多元醇和丙二醇的需求未達預期，供需失衡擴大，下游主導地位進一步強化。 PO（氯化丙烯）價格跌至萬元/噸水平，波動幅度收窄，但獲利能力明顯下降。 隨著《產業結構調整指導目錄》的實施，預計2025年底我國將逐步淘汰氯醇法的使用。

本報告分析了亞太地區 PO（環氧丙烷）市場，研究了全球、區域和每個國家的供需模式、價格趨勢、成本和利潤結構、成長潛力、投資環境等。I'我在這裡。

目錄

第一章 PO（環氧丙烷）概述

• PO產業鏈
• PO製造流程及技術開發
  • 氯醇工藝
  • 共氧化工藝
  • HPPO工藝
  • 每種工藝的優點和缺點

第二章世界 PO 市場概況

• 全球領先的 PO 供應商
  • DOW
  • Sadara
  • LyondellBasell
  • Petro Rabigh
• 全球PO產能及需求回顧（2019-2023年）
• 世界 PO 產能與需求前景（2024-2028 年）

第三章亞太 PO 市場分析

• 亞太地區 PO 產能回顧與展望
• 亞太地區採購訂單需求回顧與展望

第四章中國PO市場分析

• 中國PO及其主要原物料價格走勢（2023年）
  • 丙烯
  • 液氯
  • PO
• 中國PO生產成本與利潤（2019-2023年）
• 中國PO供應市場（2019-2023年）
  • 中國 PO 供應商
  • 中國PO產能及產量分析
  • 中國主要PO供應商市場佔有率及產業集中度
• 中國PO進出口狀況（2019-2023年）
  • 中國 PO 進出口政策及貿易環境
  • 中國PO進出口狀況（2019-2023年）
• 中國PO消費市場（2023年）
  • 中國的環氧丙烷消費量：依地區劃分
  • 中國的環氧丙烷消費量：依產業劃分
• 中國 PO 市場預測（2024-2028 年）
  • 中國PO製程發展趨勢（2024-2028）
  • 中國環氧丙烷供應預測（2024-2028年）：興建中/規劃項目清單
  • 中國PO需求預測（2024-2028年）
  • 中國PO進出口預測（2024-2028年）
  • 中國採購訂單價格預測（2024-2026）

第五章東南亞、印度PO市場分析

• 東南亞和印度主要 PO 供應商
  • PTTGC
  • Shell
• 東南亞及印度PO產能及需求回顧（2019-2023年）
• 東南亞和印度的 PO 產能與需求展望（2024 年）

第六章日韓PO市場分析

• 日本和韓國主要 PO 供應商
  • S-Oil
  • SKC
  • Sumitomo
• 日本、韓國PO產能及需求回顧（2019-2023年）
• 日本和韓國 PO 產能與需求展望（2024 年）

In 2022, a series of interrelated major events, including the COVID-19 pandemic, the war in Ukraine and the resulting food and energy crisis, soaring inflation, tightening debt conditions, and climate emergencies, resulted in a severe blow to the global economy. The global economy has been seeing a slowdown in 2023 since the last year. The Asia-Pacific region is generally in a post-pandemic recovery phase, but the recovery is slow. Dow Chemical and Shell declared force majeure on the supply of propylene oxide. Zhejiang Petroleum & Chemical, Satellite Chemical, and Jincheng Petrochemical successfully started their new production facilities. However, the demand from polyether polyols and propylene glycol has not met expectations,amplifying the supply-demand imbalance and further tilting the dominance downstream. The price of propylene oxide has fallen to the level of CNY 10,000/tonne, with narrower fluctuations, while profitability has significantly declined. With the implementation of "Industrial Structure Adjustment Guidance Catalogue", the use of chlorohydrin process is expected to be phased out in China by the end of 2025. Asia Pacific PO Market Report 2023, prepared by PUdaily, focuses on the Asia-Pacific market, providing in-depth analysis of the supply-demand pattern, price trends, costs and profits, potential growth, industry opportunities and potential threats, investment environment, and more. This report will assist users in targeting the ever-changing submarkets in the coming years, helping stakeholders make informed decisions and promote their development.

Table of Content

Chapter I Introduction to PO

• 1.1 PO Industry Chain
• 1.2 PO Production Process and Technology Development
  • 1.2.1 Chlorohydrin Process
  • 1.2.2 Cooxidation Process
  • 1.2.3 HPPO Process
  • 1.2.4 Advantages and Disadvantages of Different Processe

Chapter II An Overview of Global PO Market

• 2.1 Global Major PO Suppliers
  • 2.1.1 DOW
  • 2.1.2 Sadara
  • 2.1.3 LyondellBasell
  • 2.1.4 Petro Rabigh
• 2.2 Global PO Capacity and Demand Review 2019-2023
• 2.3 Global PO Capacity and Demand Outlook 2024-2028

Chapter III Asia Pacific PO Market Analysis

• 3.1 Asia Pacific PO Capacity Review and Outlook
• 3.2 Asia Pacific PO Demand Review and Outlook

Chapter IV China PO Market Analysis

• 4.1 China PO and Its Main Feedstocks Price Trends in 2023
  • 4.1.1 Propylene
  • 4.1.2 Liquid Chlorine
  • 4.1.3 PO
• 4.2 China PO Production Cost and Profit 2019-2023
• 4.3 China PO Supply Market 2019-2023
  • 4.3.1 China PO Suppliers
  • 4.3.2 China PO Capacity and Output Analysis
  • 4.3.3 China Major PO Suppliers' Market Share and Industry Concentration
• 4.4 China PO Imports and Exports 2019-2023
  • 4.4.1 China PO Import/Export Policy and Trade Environment
  • 4.4.3 China PO Imports and Exports 2019-2023
• 4.5 China PO Consumption Market 2023
  • 4.5.1 China PO Consumption by Region
  • 4.5.2 China PO Consumption by Industry
    • 4.5.2.1 Polyether Polyol
    • 4.5.2.2 Propylene Glycol
    • 4.5.2.3 Propanediol Ethers
    • 4.5.2.4 Others
• 4.6 China PO Market Forecast 2024-2028
  • 4.6.1 China PO Process Development Trend 2024-2028
  • 4.6.2 China PO Supply Forecast 2024-2028 (List of Projects under Construction and Proposed)
  • 4.6.3 China PO Demand Forecast 2024-2028
  • 4.6.4 China PO Import&Export Forecast 2024-2028
  • 4.6.5 China PO Price Forecast 2024-2026

Chapter V Southeast Asia and India PO Market Analysis

• 5.1 Major PO Suppliers in Southeast Asia and India
  • 5.1.1 PTTGC
  • 5.1.2 Shell
• 5.2 Southeast Asia and India PO Capacity and Demand Review 2019-2023
• 5.3 Southeast Asia and India PO Capacity and Demand Outlook 2024

Chapter VI Japan and South Korea PO Market Analysis

• 6.1 Major PO Suppliers in Japan and South Korea
  • 6.1.1 S-Oil
  • 6.1.2 SKC
  • 6.1.3 Sumitomo
• 6.2 Japan and South Korea PO Capacity and Demand Review 2019-2023
• 6.3 Japan and South Korea PO Capacity and Demand Outlook 2024

List of Tables

• Table 1 PO Basic information
• Table 2 Comparison of different PO production processes
• Table 3 Global PO projects under construction and proposed 2024-2028
• Table 4 Breakdown of the costs for PO produced using chlorohydrination process in 2023
• Table 5 Average price, cost and net profit for PO in China 2019-2023 (take PO produced using chlorohydrination process as an example)
• Table 6 Breakdown of the costs for PO produced using HPPO process in 2023 (in CNY/tonne)
• Table 7 Breakdown of the costs for PO produced using PO/SM process in 2023 (in CNY/tonne)
• Table 8 Operation of Wudi Xinyue Chemical's PO plants in 2023 (in 10kt)
• Table 9 Operation of CNOOC and Shell Petrochemicals Company's PO plants in 2023 (in 10kt)
• Table 10 Operation of Jishen Chemical Industry's PO plant in 2023 (in 10kt)
• Table 11 Operation of Ningbo ZRCC Lyondell Chemical's PO plants in 2023 (in 10kt)
• Table 12 Operation of Befar Group's PO plants in 2023 (in 10kt)
• Table 13 Operation of Wanhua Chemical's PO plants in 2023 (in 10kt)
• Table 14 Operation of Shandong Sanyue Chemical's PO plants in 2023 (in 10kt)
• Table 15 Operation of Nanjing Jinling Huntsman New Material's PO facility in 2023 (in 10kt)
• Table 16 Operation of Shandong Jinling Chemical's PO facility in 2023 (in 10kt)
• Table 17 Operation of Jiangsu Jiahong New Material's PO facility in 2023 (in 10kt)
• Table 18 Operation of Tianjin Bohai Chemical Development's PO facility in 2023 (in 10kt)
• Table 19 Operation of Hongbaoli's PO plants in 2023 (in 10kt)
• Table 20 Operation of Hangjin Technology's PO plants in 2023 (in 10kt)
• Table 21 Operation of Sinochem Quanzhou Petrochemical's PO plant in 2023 (in 10kt)
• Table 22 Operation of Shandong Daze Chemical's PO plants in 2023 (in 10kt)
• Table 23 Operation of Sinopec Changling Refining and Chemical's PO facility in 2023 (in 10kt)
• Table 24 Operation of Dongying Huatai Chemical's PO plant in 2023 (in 10kt)
• Table 25 Operation of Shandong Shida Shenghua Chemical's PO plant in 2023 (in 10kt)
• Table 26 peration of Zhonghai Fine Chemical's PO plants in 2023 (in 10kt)
• Table 27 China's PO capacity and output in 2023
• Table 28 Basic information on PO imports and exports
• Table 29 PO-related contents in the Announcement
• Table 30 China's apparent consumption of PO 2019-2023 (in 10kt)
• Table 31 Polyether polyols prices, supply and demand in China 2019-2023 (in CNY/tonne; 10kt)
• Table 32 Different manufacturers' polyether polyols capacities and output in 2023 (in 10kt/a)
• Table 33 Propylene glycol prices, supply and demand in China 2019-2023 (in CNY/tonne; 10kt)
• Table 34 PG manufacturers' capacities and output in China in 2023
• Table 35 PGME prices, supply and demand in China 2019-2023 (in CNY/tonne; 10kt)
• Table 36 Different PGME manufacturers' capacities and output in China in 2023 (in 10kt)

List of Figures

Fig. 1 PO value chain

Fig. 2 Different processes shares of the total PO production in 2023

Fig. 3 Process of producing PO using chlorohydrination

Fig. 4 Process of producing PO using cooxidation

Fig. 5 Process of producing PO using PO/MTBE

Fig. 6 Process of producing PO using CHP

Fig. 7 Process of producing PO using HPPO process (the refining of methanol is omitted)

Fig. 8 Distribution of Dow's global PO capacities

Fig. 9 Distribution of LyondellBasell's global PO capacities

Fig. 10 Global PO capacity and consumption 2019-2023 (in 10kt, %)

Fig. 11 PO capacity and consumption in Asia-Pacific for 2019-2023 (in 10kt, %)

Fig. 12 Forecast of PO capacity and consumption in Asia-Pacific for 2024-2028 (in 10kt, %)

Fig. 13 Movement of propylene prices in 2023 (in CNY/tonne)

Fig. 14 Movement of liquid chlorine prices in 2023 (in CNY/tonne)

Fig. 15 Movement of PO prices in 2023 (in CNY/tonne)

Fig. 16 China's annual PO capacities and output 2019-2023 (in 10kt)

Fig. 17 Volumes of China's PO imports and exports 2019-2023 (in 10kt)

Fig. 18 Different downstream sectors' shares of PO consumption in 2023 (%)

Fig. 19 Different downstream sectors' shares of the total polyether polyols consumption

Fig. 20 Different downstream industries' shares of the total PG consumption in China in 2023

Fig. 21 Different downstream industries' shares of the total PGME consumption in China in 2023

Fig. 22 Types of flame retardant

Fig. 23 Estimated PO capacities and consumption in China 2024-2028

Fig. 24 Annual PO capacities and consumption in Southeast Asia and India 2019-2023 (in 10kt)

Fig. 25 Annual PO capacities and consumption in Japan and South Korea 2019-2023 (in 10kt)