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国内有机硅产能(DMC口径)呈一超多强格局
国内有机硅产能(DMC口径)呈一超多强格局
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所属报告:
有机硅行业深度报告:扩产周期步入尾声新领域引领新需求-250207(23页).pdf
打包全文图表
相关数据
图137.DMC-煤制乙二醇联产价差(元/吨)
fCDml6XmnJ8gICB8IERNQy3nhaTliLbkuZnkuozphofogZTkuqfku7flt64o5YWDL+WQqCkgfCDkuZnkuozphoco5Y2O5LicKSjlhYMv5ZCoKSB8IOeUsumGhyjljY7kuJwpKOWFgy/lkKgpIHwg54Of54WkKOS8mOa3tyko5YWDL+WQqCkgfCDliqjlipvnhaQoUTU1MDAs56em55qH5bKb5rivKSjlhYMv5ZCoKSB8IERNQyjnlLXmsaDnuqcpKOWFgy/lkKgpIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjEvMDUgIHwg57qmMTgwMDAgICAgICAgICAgICAgICAgICAgICAgfCDnuqY1MDAwICAgICAgICAgICAgIHwg57qmMzAwMCAgICAgICAgICAgfCDnuqYyMDAwICAgICAgICAgICB8IOe6pjEwMDAgICAgICAgICAgICAgICAgICAgICAgfCDnuqYxODAwMCAgICAgICAgICAgfAp8IDIyLzA1ICB8IOe6pjEyMDAwICAgICAgICAgICAgICAgICAgICAgIHwg57qmNDAwMCAgICAgICAgICAgICB8IOe6pjI1MDAgICAgICAgICAgIHwg57qmMTUwMCAgICAgICAgICAgfCDnuqY4MDAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmMTIwMDAgICAgICAgICAgIHwKfCAyMy8wNSAgfCDnuqYxMDAwMCAgICAgICAgICAgICAgICAgICAgICB8IOe6pjM1MDAgICAgICAgICAgICAgfCDnuqYyMDAwICAgICAgICAgICB8IOe6pjEyMDAgICAgICAgICAgIHwg57qmNzAwICAgICAgICAgICAgICAgICAgICAgICB8IOe6pjEwMDAwICAgICAgICAgICB8CnwgMjQvMDUgIHwg57qmOTAwMCAgICAgICAgICAgICAgICAgICAgICAgfCDnuqYzMDAwICAgICAgICAgICAgIHwg57qmMTgwMCAgICAgICAgICAgfCDnuqYxMDAwICAgICAgICAgICB8IOe6pjYwMCAgICAgICAgICAgICAgICAgICAgICAgfCDnuqY5MDAwICAgICAgICAgICAgfAp8IDI1LzA1ICB8IOe6pjk1MDAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmMzIwMCAgICAgICAgICAgICB8IOe6pjE5MDAgICAgICAgICAgIHwg57qmMTEwMCAgICAgICAgICAgfCDnuqY2NTAgICAgICAgICAgICAgICAgICAgICAgIHwg57qmOTUwMCAgICAgICAgICAgIHwKfCAyNi8wNSAgfCDnuqYxMDAwMCAgICAgICAgICAgICAgICAgICAgICB8IOe6pjM1MDAgICAgICAgICAgICAgfCDnuqYyMDAwICAgICAgICAgICB8IOe6pjEyMDAgICAgICAgICAgIHwg57qmNzAwICAgICAgICAgICAgICAgICAgICAgICB8IOe6pjEwMDAwICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJpXaW5kLCDlm73mipXor4HliLjor4HliLjnoJTnqbbmiYA=
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行业数据
2026-07-06
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图134.DMC-金属硅-甲醇价差(元/吨)
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2026-07-06
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图135.DMC-PO法价差(元/吨)
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2026-07-06
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图136.DMC-EO法价差(元/吨)
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2026-07-06
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图138.DMC-甲醇气相氧化羰基法价差(元/吨)
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2026-07-06
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国内规划新建DMC产能情况
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2026-07-02
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2025年国内DMC下游消费结构
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行业数据
2026-07-02
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2025年国内DMC新增产能(万吨)
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行业数据
2026-07-02
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2021年国内DMC下游消费结构
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行业数据
2026-07-02
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2021-2025年国内DMC产能产量
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行业数据
2026-07-02
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国内有机硅DMC产能格局
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竞争格局
2026-07-01
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国内有机硅DMC价格价差情况
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2026-07-01
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国内有机硅DMC开工率(%)
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行业数据
2026-07-01
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国内有机硅DMC库存(吨)
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2026-07-01
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有机硅产业链示意
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2026-07-01
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有机硅产能集中度提升,行业竞争格局有望转好。受益于前期下游需求快速增长以及较高利润吸引,中国有机硅产能经历了快速扩张周期,据百川盈孚,2019-2024 我国有机硅中间体产能从 151.5 万吨加速增长至 344.0 万吨,年均复合增速为 17.8%。2024 年为中国有机硅中间体产能集中释放大年,全年新增产能 72 万吨,在供给端形成了较大压力。当前中国已经成为世界最大的有机硅生产、消费和原材料净出口国,行业内主要生产企业包括合盛硅业、蓝星星火、东岳硅材、新安化工等,在资金、能源优势及一体化布局的影响下,行业产能不断向龙头企业集中,其中合盛硅业的有机硅产能占国内总产能比重超过 25%,形成一超多强格局,2024 年行业产能集中度 CR4 达 54.65%,行业竞争格局有望趋于有序。
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有机硅行业深度报告:扩产周期步入尾声新领域引领新需求-250207(23页).pdf
2025年有机硅行业报告:扩产周期近尾声,光伏新能源需求展望
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