Shuangxin Materials recently shared insights during institutional research, highlighting the impact of rising ethylene prices—a key raw material in the ethylene-based production process—on the upsurge in vinyl acetate and PVA (polyvinyl alcohol) costs. The company's PVA production, which adopts the calcium carbide acetylene method, boasts a capacity of 130,000 tons. Thanks to the ample supply and stable pricing of raw materials, coupled with a widening price gap, the company's performance is benefiting positively. In contrast, the majority of PVA production capacity overseas relies on the petroleum ethylene method, which is significantly swayed by ethylene supply fluctuations and price volatility. This scenario sets the stage for potential growth in China's PVA export demand.
