On August 3, 2026, a batch of high-end PVA products with Sinopec logo were sent to the European market in the Changshou Chemical Industrial Park in Chongqing. Three days ago, the 50000 ton special PVA resin plant of Chuanwei Chemical was successfully put into operation and produced products that met the standards. At this moment, a key weakness in the domestic high-end manufacturing industry chain that has long been subject to human control is rapidly being addressed.

Forty five years of technological accumulation has finally reached the top

Chuanwei Chemical has been deeply involved in PVA research and development production for more than 40 years. Starting from a single specification in the early stages of factory construction, it gradually built a system covering over a hundred products. This new device adopts independently developed refining and alcoholysis core processes, with a 40% increase in production efficiency. The product purity and stability have been comprehensively upgraded, and high-end PVA products suitable for optical display, pharmaceutical production, precision electronics and other scenarios can be stably mass-produced, with quality benchmarking against international mainstream. The device is synchronized with intelligent packaging and a full lifecycle traceability system to achieve digital control of the entire production, warehousing, and outbound process.

80% of import dependence sees a turning point

Domestic PVA production capacity accounts for over 60% of the world's total, but over 45% of high-end specialty PVA relies on imports, and over 80% of high-end PVA imports are used for optical screens. The market has long been monopolized by Japanese companies. After the new device is put into operation, the total production capacity of Chuanwei Chemical has reached 210000 tons, becoming the world's largest high-end PVA production base with a single plant scale, and the overall production capacity ranks fourth in the world. Relying on the location advantage of Chengdu Chongqing, the delivery cycle of domestically produced high-end PVA has been compressed to less than 3 days, which is more than 30 days for overseas product sea freight customs clearance, highlighting the advantage of supply chain stability. Keywords: New energy news and information PVA、 break the monopoly

The localization process of high-end materials is accelerating

In 2026, there will be multiple breakthroughs in the domestic chemical new materials track, and the industry is shifting from simply pursuing production capacity to technology driven high-quality development. The global PVA industry is in a period of deep adjustment, with overseas high energy consuming and backward production capacity gradually withdrawing, and high-quality production capacity and technological resources continuing to cluster towards leading domestic enterprises. Domestic downstream industries such as photovoltaics, new displays, and biomedicine are developing rapidly, and the demand growth rate for high-end PVA has exceeded 25%. The industry predicts that the domestic import substitution rate is expected to exceed 50% by 2028, and the bottleneck of raw materials that has long constrained the development of high-end industries will be substantially improved.Editor/Gao Xue