Article**: New Chemical Materials***
Recently, the concept of polyetheretherketone (PEEK) continues to be active.
On December 18, the theme of polyetheretherketone (PEEK) broke out against the market. **Times Data Treasure statistics, Zhongxin Fluorine Materials and Xinhan New Materials took the lead in early trading, and Huami New Materials on the Beijing Stock Exchange rose more than 24% in intraday trading.
As of **, the two major sector leaders Zhongxin Fluorine Materials and Xinhan New Materials recorded a daily limit, and Huami New Materials closed up 1293%, Zhongyan shares, Ocean Biotechnology, Walt shares, and Tongyi shares all rose by more than 2%.
On December 19th, Dayang Biotech rose in the afternoon, Zhongyan Co., Ltd., Xinhan New Materials, Zhongxin Fluorine Materials had previously risen to the limit, and Jusailon and Walt Co., Ltd. rose sharply.
Polyetheretherketone (PEEK).It is a special engineering plastic with excellent properties such as high temperature resistance, self-lubrication, easy processing and high mechanical strength, and has a wide range of applications.
The human body has high demands on implant materials. Metal has long been the material of choice for implants. As early as the 16th century, flakes of pure gold were used to repair skull defects. In recent years, with the rapid development of materials science, medical polymer materials have gradually become the most widely used and most used materials. As a new type of medical implant material, polyetheretherketone (PEEK) stands out among many medical materials due to its excellent characteristics, and is increasingly used in many fields such as plastic surgery, cardiovascular, and artificial spine.
Why is it such a hot material?
Polyetheretherketone is widely used in high-tech fields such as aerospace, nuclear power, electronic information, medical treatment, oil exploration, and automobiles. In the global market, polyetheretherketone is the most widely used in the field of transportation, accounting for a proportionLeft, the mechanical chemical industry accounted for about, the proportion of electronic information in the field is reached, the proportion of applications in medical and other fields is about
Humanoid robot market
Recently, Tesla released the Optimus-Gen2 (second-generation Optimus Prime) **. Compared to the first generation, the second generation of Optimus has achieved a number of significant performance improvements: 30% faster walking, 10kg less weight, improved balance and total body control.
It is said that Tesla robots use PEEK materials to reduce weight, and the use of lightweight materials can improve the load and flexibility of the robot, helping the high-end advancement of humanoid robots.
It is estimated that 10 million humanoid robots will be produced35 billion yuanPEEK demand. In the future, domestic PEEK exists17.5 billion yuanof incremental markets.
Semiconductor market
CMP is a key technology to achieve the flattening of the wafer surface in the IC manufacturing process, and the retaining ring is one of the core accessories of the CMP polishing head, which can prevent excessive wear on the edge of the wafer and is a consumable product. CMP retaining rings must have the characteristics of high wear resistance, high purity, high machining accuracy, high material stability and low vibration. At present, two materials are mainly used: PPS and PEEK.
According to statistics, in 2022, the global CMP equipment market size was 277.8 billion US dollars, the size of the CMP equipment market in Chinese mainland is6.$6.6 billion, year-on-yearGrowthWith the rapid development of the semiconductor industry, the demand for CMP equipment will also drive the demand for CMP retention rings.
The CMP retaining ring, on the other hand, is a consumable and will be replaced more frequently. In addition, PEEK is gradually replacing mainstream CMP retaining ring materials such as PPS with its excellent performance, and the demand for PEEK is expected to continue to increase in the future.
In addition, PEEK has several growth areas, such as new energy, healthcare, etc.
New energy field:p EEK's high temperature and high pressure resistance is better than that of some special polymer materials, and the safety performance is higher, and it is more suitable for the production of 800V high-voltage fast charging new energy vehicle enameled wire. With the increase in the penetration rate of fast charging of new energy vehicles, the demand for PEEK in this field is expected to grow rapidly.
Medical field:p EEK has excellent biocompatibility and can be used in the production of artificial spinal implants, artificial joints, bone repair products and dental materials. In the future, it is expected to realize the material substitution of titanium alloy and the domestic substitution of imported products in the medical field, with a significant increase.
Limitations of PEEK
At present, Chinese enterprises have overcome the difficulties in the research and development of PEEK, and realized the localization from upstream raw materials to PEEK, and only some reaction vessels, such as polymerization kettles and washing kettles, need to be imported. However, PEEK still has certain limitations.
High costAlthough PEEK has excellent properties, it is much higher than other engineering plastics. PEEK material is about 30-400,000 tons in China and 80-1 million tons abroad. This makes it difficult for PEEK to be widely rolled out in the civilian market.
Difficult-to-process:p EEK has a high melting point and viscosity, which requires higher temperature and pressure, as well as specialized equipment and technology, for traditional processing methods such as injection molding and extrusion. It adds to the difficulty and cost of processing.
Relevant enterprises
Zhongyan shares
Zhongyan Co., Ltd. is the fourth enterprise in the world and the first in China with an annual production capacity of polyetheretherketone (PEEK) to reach 1,000 tons after Victrex in the United Kingdom, Solvay in Belgium and Evonik in Germany, and can use a 5000L reactor for continuous and stable production of PEEK polymerization, with leading technology.
At present, the company's products are mainly profiles and injection molding, of which profile customers account for 65%-70% of the revenue, and injection molding customers account for 25%-30% of the revenue. The main products of Zhongyan are divided into two categories: pure resin and composite reinforcing resin according to whether glass fiber and carbon fiber are added for physical modification. At the same time, it is also divided into multiple series according to the melt fluidity of the product and different apparent forms and reprocessing methods, in addition to a small amount of PEEK products.
Kaisheng New Materials
Kaisheng New Materials is mainly engaged in the research and development, production and sales of fine chemical products and new polymer materials. At present, it is the world's largest thionyl chloride production base, a leading aramid polymeric monomer manufacturer in China, and the only industrial chain integration manufacturer with a complete technical system of polyetherketone ketone (PEKK) in China, with a production capacity of 1,000 tons and trial production.
Zhongxin fluorine materials
Zhongxin Fluorine Materials is a high-tech enterprise mainly engaged in the research and development, production and sales of fluorine fine chemicals. The company has expanded down to high value-added BPEF (optical resin monomer, 4'-difluorobenzophenone (DFBP) and fluoropolyimide and other new materials and fluorine-containing electronic chemicals such as supercapacitor electrolyte, and DFBP is mainly for downstream customers who produce PEEK products.
Xinhan New Materials
Xinhan New Materials is mainly engaged in the research and development, production and sales of aromatic ketone products of fine chemicals. The main products include core raw materials of special engineering plastics, photoinitiators and cosmetic raw materials, pharmaceutical and pesticide intermediates, etc. The company's product DFBP is the main raw material for downstream customers to produce PEEK, and Victrex, Solvay, Evonik and Zhongyan are all important customers.
Walter shares: The company's polyaryletherketone production line is under construction, including PEEK production line.
Oceanic creatures: The main products of the company's fluorine-containing fine chemicals fundraising project are 44-difluorobenzophenone, fluorobenzene, etc., of which 44-difluorobenzophenone is a key intermediate of plastic polyetherketone (PEEK).
Tongyi sharesAt present, the company's composite plate and bar products have been mass-produced, covering PEEKPPS, etc.
Fengguang shares: The company's products can be used for the antioxidant of PEEK.