化工专题：我国丁二烯供需分析及年度展望

研究院化工组研究员梁宗泰020-83901005liangzongtai@htfc.com从业资格号：F3056198投资咨询号：Z0015616陈莉020-83901135cl@htfc.com从业资格号：F0233775投资咨询号：Z0000421联系人杨露露0755-82790795yanglulu@htfc.com从业资格号：F03128371吴硕琮020-83901158wushuocong@htfc.com从业资格号：F03119179刘启展020-83901049liuqizhan@htfc.com从业资格号：F03140168投资咨询业务资格：证监许可【2011】1289号 摘要14.77%。为2.4%。 目录摘要....................................................................................................................................................................................................1丁二烯上游供应分析.........................................................................................................................................................................3丁二烯产能历史变迁及现状....................................................................................................................................................3丁二烯产量及进出口................................................................................................................................................................4丁二烯下游需求主要领域分析.........................................................................................................................................................5顺丁橡胶产能、产量及生产利润............................................................................................................................................5丁苯橡胶产能、产量及生产利润............................................................................................................................................6ABS产能、产量及生产利润.....................................................................................................................................................8SBS产能、产量及生产利润.....................................................................................................................................................8丁腈橡胶产能、产量及生产利润............................................................................................................................................9丁二烯年度供需平衡表展望...........................................................................................................................................................10图表表1:我国丁二烯2025年度新投产能表........................................................................................................................................4表2:我国丁二烯年度供需平衡表（万吨%）............................................................................................................................11图1:我国丁二烯产能及增速丨单位：万吨%............................................................................................................................4图2:我国丁二烯产量及开工率丨单位：万吨%..........................................................................................................................5图3:丁二烯生产利润丨单位：元/吨.............................................................................................................................................5图4:丁二烯进口量及进口依赖度丨单位：吨%..........................................................................................................................5图5:我国丁二烯进口利润丨单位：元/吨.....................................................................................................................................5图6:我国顺丁橡胶产能及增速丨单位：万吨%........................................................................................................................6图7:顺丁橡胶产量及开工率丨单位：万吨%...............................................................................................................................6图8:顺丁橡胶生产利润丨单位：元/吨.........................................................................................................................................6图9:我国丁苯橡胶产能及增速丨单位：万吨%........................................................................................................................7图10:丁苯橡胶产量及增速丨单位：万吨%.................................................................................................................................8图11:丁苯橡胶生产利润丨单位：元/吨........................................................................................................................................8图12:ABS产能产量及增速丨单位：万吨%................................................................................................................................8图13:ABS生产利润丨单位：元/吨...............................................................................................................................................8图14:我国SBS产能及增速丨单位：万吨%.............................................................................................................................9图15:SBS产量及增速丨单位：万吨%........................................................................................................................................9图16:SBS生产毛利丨单位：元/吨................................................................................................................................................9图17:我国丁腈橡胶产能及增速丨单位：万吨%............................................................................................