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At this year's National Conference, the management of smog has become one of the hot topics. Nowadays, in the context of tactics to prevent smog pollution, the topic of PTFE applied to smog environmental treatment has once again attracted attention. Affected by this, the domestic PTFE market has stabilized and rebounded. The mainstream price is 54200 yuan (ton price, the same below). Analysts expect PTFE to usher in the growth of demand in the future.
At present, whether PTFE materials can effectively control smog is not conclusive. According to relevant information, DuPont has developed a composite filter material Tefaire filter felt made of PTFE fiber and ultra-fine glass fiber. The current Australian power plant is also using PTFE filter bags on a large scale. In China, in the past, domestic industrial smoke dust was mostly made of dust filter bags made of ordinary materials, and it was impossible to filter fine particles PM2.5. Now a new type of PTFE microporous membrane filter has been tested by US authorities, and the filtration efficiency of PM2.5 is over 99.9%. The new PTFE microporous membrane filter material has been domestically produced. There are several production lines in China to produce the microporous membrane for filter materials.
Last year, there was a rumor in the market that “PTFE will be used for 4D printing technology, and the future will meet explosive demand”, and to some extent stimulated the market. Recently, the US Patent and Trademark Office published a new Apple patent application called "System and Method for Preventing Scratch Distortion of Light Guide Plates", which details the possibility of using a self-healing PTFE coating to protect the surface of the screen. In order to avoid distortion of the display of Apple products. As soon as this news came out, coupled with the recent news of PTFE for smog treatment, the attention of the PTFE market suddenly improved.
Experts believe that the action of national smog will greatly stimulate the market demand for environmentally friendly products, and chemical related technologies and products will become a major support. Once the new PTFE microporous membrane filter material is promoted and applied, it will play a positive role in China's air pollution control, and PTFE is expected to usher in the peak of demand growth.
From the market reaction, last week, the price of PTFE upstream raw material R22 began to rise, the price rose slightly to 10139 yuan; PTFE manufacturers production is stable, the market is stable, individual companies offer small adjustments, the price is expected to rise by 2,000 yuan at the end of March; The downstream demand is general and the overall demand is small.
Objectively, the application of PTFE in the domestic air environmental protection field has just begun. The use of PTFE for the treatment of haze will be a long-term process, and the impact on the market in the short term is limited. Market participants believe that PTFE prices are expected to continue to rise in the short term, but the increase will not be too large. The future price trend of PTFE is hopeful that one or two hotspot concepts will be difficult to make a big difference. Fundamentally speaking, the volume of PTFE demand still depends on the recovery of the relevant industries.
