In 2023, the overall supply and demand of fluoropolymers in China will maintain a growth trend.
The total production capacity of the four major fluoropolymers is about 507,000 tons/year, and the output is about 323,000 tons, a year-on-year increase of 19.6% and 12.7% respectively. The industry average operating rate is about 63.7%. Among them, PTFE has a production capacity of 223,000 tons/year and an output of approximately 154,000 tons, a year-on-year increase of 7.0% in production capacity and a year-on-year decrease of 1.6% in output;
PVDF has a production capacity of 197,000 tons/year and an output of approximately 110,000 tons, a year-on-year increase of 44.9% and 49.5% respectively. ; FEP has a production capacity of 58,000 tons/year, with an output of approximately 35,000 tons, a year-on-year increase of 14.7% and 6.8% respectively; FKM has a production capacity of 28,000 tons/year, with an output of approximately 24,300 tons, with production capacity remaining unchanged, and output increasing by 2.7% year-on-year.
In 2023, among the 25 fluoropolymer manufacturers counted, the single production capacity is mainly concentrated below 30,000 tons, and the number of companies with production capacity of 30,000 tons and above is only 4, accounting for 16%.The concentration of the four major fluoropolymer industries is relatively high, with CR4 (concentration index of the top four industry shares) at 44.2%, a year-on-year decrease of 6.4 percentage points from 50.6% last year.
From the perspective of regional distribution, 80% of my country's fluoropolymer production capacity in 2023 will be distributed in East China, mainly including: Shandong, Zhejiang, Jiangsu, Jiangxi and other provinces;
