The product structure of rubber additives in my country continues to be adjusted, the industrial concentration continues to increase, green manufacturing is progressing in an orderly manner, and prices and profits are declining. In the next few years, my country's tire industry will show a trend of medium-to-low growth, and the development speed of my country's rubber additives will decline. The development of my country's rubber additives industry should be driven by innovation to drive the development of new additives, promote clean technology, promote high-tech manufacturing strategies through the integration of automation and information technology, and resolve excess capacity through mergers and reorganizations.
The rapid development of my country's automobile industry and tire industry has driven the rapid development of my country's rubber additives industry. According to incomplete statistics, the output of rubber additives in my country in 2014 accounted for more than 70% of the total output of rubber additives in the world, and my country has become the world's largest producer of rubber additives.
At present, my country's economy has entered a critical period of transformation and upgrading and an important strategic period of development. The rise of green tires, the implementation of new environmental protection laws, and the introduction of various environmental protection regulations in developed countries and regions have all put forward higher requirements for the green, high-performance and serialization of rubber additives in my country, and have also promoted the development of the rubber additives industry. Organizational reform and in-depth adjustment of industrial structure. my country's rubber additives industry is in a critical period of development.
1 Current status of my country's rubber additives industry
After years of rapid development, my country has formed a rubber additive system with complete varieties, relatively reasonable product structure, and perfect product performance indicators, which can basically meet the needs of the domestic rubber industry. At present, my country has become the world's main producer of rubber additives, and the proportion of my country's rubber additives output in the world's rubber additives output has been increasing year by year.
According to the statistics of the Rubber Auxiliary Professional Committee of China Rubber Industry Association: In 2014, the output of rubber additives of member units was 1.0592 million tons, a year-on-year increase of 13.7%; total sales were 18.526 billion yuan, a year-on-year increase of 13.6%; exports were 335,700 tons. It accounts for about 31.7% of the total output.
In recent years, the overall development of my country's rubber additives industry has shown the following characteristics: continuous adjustment of product structure, continuous enhancement of industrial concentration, orderly advancement of green manufacturing, and declining prices and profits.
1.1 Continuous adjustment of product structure
The product structure of rubber additives in my country continues to be green and high-performance. The production of p-phenylenediamine antioxidants 6PPD, phenolic antioxidants, primary amine sulfenamide accelerators CZ and NS, and high thermal stability insoluble sulfur continues to increase. Increase, the production of naphthylamine antioxidants and secondary amine accelerators NOBS, etc., was almost completely discontinued.
1.2 Industry concentration continues to increase
my country's rubber additives companies are developing towards scale and intensive development. There are 2 rubber additives companies with an output value of more than 2 billion yuan, 2 companies with a value of 1 billion to 2 billion yuan, 6 companies with a value of 500 million to 1 billion yuan, and 14 companies with a value of 200 million to 500 million yuan. Among them, the sales revenue of the top 10 companies accounted for more than 60% of the total sales revenue of my country's rubber additives industry.
As my country's economic development enters the "new normal", my country's rubber additives industry has entered an extraordinary period of adjustment and upgrading. Some companies with backward product varieties, serious environmental problems, and improper development strategies will be eliminated or merged and reorganized, and the industry concentration will be Further improvement, the upgrading of innovation-driven products to high-end green varieties will become the main theme of the development of my country's rubber additives industry.
1.3 Orderly advancement of green manufacturing
Since entering the 21st century, the rapid development of my country's rubber additives, especially antioxidants, stems from green environmental protection. With the formal implementation of the new national environmental protection law, green manufacturing has become the top priority for the development of the rubber additives industry. In recent years, the development of cleaning technology for rubber additives in my country has been progressing in an orderly manner. Shandong Shangshun Chemical Co., Ltd.'s 10,000-ton grade high thermal stability insoluble sulfur technology won the first prize of China Petrochemical Federation Science and Technology Progress Award; the development of the hydrogen peroxide oxidation method and oxygen oxidation method production process development of accelerators DM, CZ and NS and other products has achieved initial results ; Solid acid method high-quality antioxidant RD synthesis technology has been industrialized; 10,000-ton pre-dispersed rubber auxiliary product production line put into operation; biochemical method and multi-effect evaporation waste water treatment technology is promoted and applied in the production of accelerators; antioxidants The recovery and utilization technology of 4-methyl-2-pentanol dehydrogenation and utilization of waste liquid produced in the 6PPD production process has been running on industrialized equipment; the continuous transformation of the antioxidant RD production process has been carried out steadily.
1.4 Declining prices and profits
Due to the rapid expansion of my country’s rubber additives production capacity at the end of the “Eleventh Five-Year Plan” period and the “Twelfth Five-Year However, due to the substantial increase in environmental protection facility investment and treatment costs, the profit growth space is limited. It should be noted that the international oil prices and basic raw material prices plummeted in the fourth quarter of 2014, and they are still hovering at a low level. At the same time, the tire industry’s continued downturn has greatly resisted the price increase of rubber additives. Therefore, the prices of major domestic rubber additives have changed from The fourth quarter of 2014 began to decline significantly, and the decline continued after entering 2015. It is expected that the rubber additives industry in 2015 may encounter the most difficult predicament in the past 10 years.
