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不建PX的理由又多了一个——国内PX已错过黄金建设时期。被妖魔化的对二甲苯(下称PX)是用来干什么的?PX主要用于生产精对苯二甲酸(PTA)、对苯二甲酸二乙酯(PET)和对苯二甲酸二甲酯(DMT)等产品,这些合计占总消费量的95%以上。绝大多数的PTA、PET和DMT,又用来生产聚酯,包括聚酯纤维、聚酯薄膜和瓶片等,制做成我们日常所穿所用的衣物、鞋袜和各种水瓶等。我国所消耗的聚酯占全球消费总量的约一半。近些年来,随着聚酯行业的发展日益加快,国内PTA建设亦十分迅猛,对于PX的需求增加迅速,引发了这些年来国内PX的“牛市”。其根本原因是我国PX行业这条产业链的上下游供需极不均衡,产业链的下游(PTA、聚酯)规模特别庞大,而PX供应则不足。由于近年来国内PX项目迟迟难以建成形成新的能力,更加剧了供需矛盾,所带来的一系列影响正逐渐显现。
One more reason not to build PX - the domestic PX has missed the gold construction period. Depleted paraxylene (PX) is used to do what? PX is mainly used for the production of refined terephthalic acid (PTA), polyethylene terephthalate (PET) and dimethyl terephthalate (DMT) and other products, which together accounted for more than 95% of total consumption. The vast majority of PTA, PET and DMT, but also for the production of polyester, including polyester fiber, polyester film and bottle chips, made into our daily wear clothing, footwear and various water bottles. Polyester consumed in our country accounts for about half of global consumption. In recent years, with the rapid development of polyester industry, domestic PTA construction is also very rapid, the demand for PX increased rapidly, triggering domestic PX “bull market” in recent years. The fundamental reason is that the supply and demand of upstream and downstream of this industrial chain in PX industry of our country is extremely unbalanced. The downstream (PTA, polyester) in the industrial chain is particularly large in scale, while the supply of PX is not enough. As the domestic PX project has been difficult to build in recent years to form a new capacity, but also exacerbated the contradiction between supply and demand, the series of the impact is gradually emerging.