In 2024, the import volume of POE is approximately 780,000 tons, representing a 12.7% increase from the 2023 import volume, with an import dependency rate of around 95%. The technical challenges include the polymerization of α-olefins (1-butenes/1-hexenes) copolymerization process and catalysts, which have been monopolized by Dow Chemical.

Wanhua Chemical's self-developed POE unit has started operation, and its products will enter the market this year. Furthermore, Shandong Dongming Petrochemical, in collaboration with the University of Science and Technology of China, has successfully developed nickel-based catalyst technology, breaking Dow's monopoly and offering a production cost advantage over foreign competitors.

In 2024, the import volume of Mobaloy PE (金属聚乙烯) is approximately 680,000 tons, accounting for 92% of the domestic total demand, which means the import dependence rate for Mobaloy PE is 92%. The technical difficulties lie in controlling the activity of the metal catalyst, precise control of molecular weight distribution, and meeting other quality indicators.

Shanghai Petrochemical Group began mass production of linear low-density polyethylene (LLDPE) made from mLLDPE.

Sinopec and CNPC have also made certain technical advancements in the development of metallocene catalysts, with their PME-18 having been industrialized.

In 2024, the import volume of polyimide (PI) is approximately 23,000 tons, including PI films, resins, and fibers. The domestic import dependency rate is around 85%. The technological challenges in the process lie in the stability of high-temperature polycondensation and high-temperature-resistant fiber spinning technology.

domestically, domestic manufacturers have been able to produce electronic-grade thin-film products, but aerospace-grade products still heavily depend on imports.

The import quantity of EVOH in 2024 is approximately 65,000 tons, with an import dependence exceeding 90%. The technical challenges include continuous production of ethylene-vinyl alcohol copolymer and optimizing barrier performance, which are quite difficult.

China is gradually planning to build the project, plans to be put on the construction site in 2026, the production capacity to be 5,000 tonnes per year.

In 2024, the foreign import volume is expected to be about 12,000 tons, with an import dependency of around 80%. Although the demand is not high, the domestic market cannot yet meet the demand. The technical aspects of single purification (synthesis of difluorobenzophenone) and high-temperature melting processing technology have not been fully mastered.

Jilin's high-polymer materials can be produced and have reached a production scale of 3000 tons per year. The high-end medical-grade products still depend on imports.

Import volume is approximately 450,000 tons in 2024, including backlight modules and polarization film base film, with an import dependence of 75%. Nano-level surface flatness Ra < 0.5nm, strict control on low birefringence.

Domestic Dongcai Technology and Yuxing Stock can produce mid-to-low-end products, while high-end MLCC base film is imported from Mitsubishi Chemical.

2024's imported quantity is approximately 12 million tons, with import dependence at 70%. The main technical difficulties lie in the benzene nitration polymerization process and water solubilization modification.

Blue Star Group has a production facility with a capacity of 20,000 tons per year, capable of producing low-dielectric products for 5G base stations.

The import volume in 2024 was approximately 550,000 tons (with VA content ≥ 28%), with an import dependence of 60%.

In fact, the total domestic production capacity of this product has reached nearly 3 million tons, but high-end photovoltaic materials still heavily rely on imports, mainly from South Korea, Taiwan, China, and Thailand.

In 2024, LG Newco's EVA capacity is 150,000 tons per year, with around 80% being photovoltaic material.

After acquiring Sierban and expanding its capacity, Dongfang Shengzheng's photovoltaic-grade EVA production capacity reached 700,000 tons by 2024. The two companies combined account for over 40% of China's photovoltaic-grade EVA production capacity, significantly reducing reliance on imports.

In 2024, the import volume of bio-based polyamides in China will exceed 100,000 tons, primarily used in industries such as automotive and electronics, with an import dependency of approximately 65%. With the rise of electric vehicles and the demand for automotive lightweighting, the market capacity demand is continuously increasing.

Keasys' production capacity is 10 million tons per year, but production costs are 30% higher than oil-based products, with no clear competitive advantage.

High-end modified materials are mainly imported from Immans.

Import quantities are projected to be around 80,000 tons in 2024, with an import dependency of approximately 55%. Due to its extremely high molecular weight (usually exceeding 1.5 million) and unique properties, it has significant applications in aerospace, medical devices, defense and military industries, but the main technical challenges lie in processing and shaping, performance optimization, and material modification.

In 2024, Shanghai Lianle Chemical built a UHMWPE resin production facility with a capacity of 5,000 tons per year, and a dedicated pipe material capacity of 6,000 tons per year.

Shandong Wason Super High 2023年投产全球首套3万吨/年UHMWPE(ultra-high molecular weight polyethylene)环管连续法淤浆处理装置，总产量达4万吨/年。

Applications of lithium-ion battery membranes and protective materials mainly imported from Netherlands DSM, United States Braskem, while domestic production mainly concentrates on low-grade textile products.