顾仁发-20240912-一起创新重新定义美好生活.pdf

1、2024年9月12日12th September 2024一起创新，重新定义美好生活一起创新，重新定义美好生活 二氧化碳备制聚醚多元醇及磷腈催化剂技术应用二氧化碳备制聚醚多元醇及磷腈催化剂技术应用Innovating Together To Redefining Technology For Good LifeUsing carbon dioxide to produce polyols and applications for phosphazene catalyst technology 中国聚醚多元醇行业市场背景Market background of China polyether p

2、olyol industry01双碳政策背景 Background of Carbon Dioxide Emissions02Carnol-二氧化碳聚醚研发应用进展 Carnol-CO2 based polyether application development03磷腈催化剂与HiclaimTM 系列聚醚PZN catalyst and HiclaimTM series04中国聚醚多元醇行业市场背景Market background of polyether polyol industry in China010120232023年，全球能源相关的二氧化碳排放量增长了年，全球能源相关的二氧

3、化碳排放量增长了1.1%Global energy-related CO2 emissions grew by 1.1%in 20232023年，与能源相关的二氧化碳排放总量增长了1.1%。二氧化碳排放量远没有像实现巴黎协定规定的全球气候目标那样迅速下降，而是在2023年创下了374亿吨的新高。Total energy-related CO2 emissions increased by 1.1%in 2023.Far from falling rapidly-as is required to meet the global climate goals set out in the Pari

4、s Agreement-CO2 emissions reached a new record high of 37.4 Gt in 2023.1900-2023年全球能源相关二氧化碳排放及其年度变化Global energy-related CO2 emissions and their annual change,1900-20234 近五年国内聚醚产能快速扩张，也带动全球聚醚产能增量。国内聚醚产能严重过剩，2023 年国内聚醚产能增加至747.5万吨，近五年产能复合增长率约8%，产能集中度CR5提高至40%，而消费量仅为产能一半，产能利用率在六成左右水平。中国经济的高速发展为中国聚醚多元醇

5、行业创造了历史发展机遇中国经济的高速发展为中国聚醚多元醇行业创造了历史发展机遇数据来源：天天化工网,卓创资讯；500.5597.5690713.8747.7288.6273.4405.3409.2456.6312335359349.6322.420192020202120222023中国聚醚多元醇产能&产量&消费量Capacity,utilized capacity and consumption of polyether polyol in China 2019-2023年产能产量消费量单位：万吨Unit:10 ktonsIn the past 5 years,the rapid expan

6、sion of domestic polyether production capacity has also driven the increase in global polyether production capacity.There is a serious overcapacity of domestic polyether production capacity.In 2023,the domestic polyether production capacity increased to 7.475 million tons,with an annual growth rate