EVA副牌这笔成本账，汕头老板算了三晚
汕头一家做发泡鞋材和线缆料的厂，去年EVA价格波动大，老板算了三晚账：正牌EVA一吨多少钱，副牌一吨多少钱，差出来的钱够付半个月工人工资。可副牌水太深，市场上喊"光伏级EVA副牌"的，十家有九家说不清楚自己的VA含量。到底国产EVA副牌哪家靠谱？中石化、盛虹斯尔邦、联泓新科，这三家是主流货源，这篇把账算清楚。
国产EVA格局：斯尔邦领跑，联泓紧追，中石化打底
EVA（乙烯-醋酸乙烯酯共聚物）柔软、耐低温、粘接性好，做光伏胶膜、发泡鞋材、线缆绝缘、热熔胶都靠它。国内EVA产能约220万吨/年，光伏级EVA是近年的热点。
盛虹斯尔邦（东方盛虹旗下）是国内EVA产能规模领先的企业，EVA总产能约90万吨/年，光伏级EVA是强项，市场占有率高；联泓新科EVA产能约20万至36万吨/年，拥有管式法和釜式法两套装置，光伏、线缆、发泡都有覆盖；中石化依托燕山石化等基地，EVA产能约20万吨/年，在发泡和线缆料上有积累。这三家，构成了国产EVA的主流货源。
EVA副牌：VA含量和熔指是两条红线
EVA副牌的概念和其他聚烯烃一致：同一装置同一牌号，出厂检验个别指标——VA含量、熔指、晶点——小幅偏离正牌标准。来源是开停车头尾料、牌号切换过渡料、工艺波动批次。仍是原生聚合粒子。
EVA副牌有个特殊性：VA含量是它的命门指标。VA含量偏了，柔软性、粘接性、透光性全变。做光伏胶膜的厂都知道，VA含量和晶点是硬指标。分清四层：正牌全指标达标；副牌基材一致、个别指标略偏；回料受过一次热历史；再生料性能波动大。EVA副牌价格通常低于正牌，适合发泡、一般线缆、非光伏级热熔胶这类对VA含量要求不那么苛刻的场景。做光伏胶膜，副牌风险大，得谨慎。
中石化EVA：燕山老牌，发泡线缆有底子
中石化EVA主要依托燕山石化，产能约20万吨/年。代表牌号如Y2045是发泡级常用料，V5110J是线缆级料。
中石化EVA副牌的特点，是装置老、牌号熟，副牌主要来自过渡料和波动批次。做发泡鞋材和线缆料的厂对这些牌号都熟，副牌的VA含量和熔指波动相对可预期。适合发泡、一般线缆、热熔胶这类场景。要注意的是，做光伏胶膜，副牌晶点和VA含量风险大，不建议。
盛虹斯尔邦EVA：光伏级龙头，专用料过渡料有看头
盛虹斯尔邦（东方盛虹旗下）是国内EVA产能规模领先的企业，EVA总产能约90万吨/年，光伏级EVA产能全球领先，代表牌号如V6110J、V5110J等。
斯尔邦EVA副牌的特点，是光伏级装置工艺控制细，副牌集中在线缆和发泡级过渡批次。因为光伏级产能大，副牌货源相对充裕。对做发泡、线缆、热熔胶的下游，斯尔邦副牌在VA含量上相对可预期。要注意的是，光伏级副牌和线缆级副牌要分清，别把光伏过渡料当成线缆料用。
联泓新科EVA：管式釜式双装置，响应灵活
联泓新科EVA产能约20万至36万吨/年，拥有管式法和釜式法两套装置，生产灵活性高。代表牌号如V6110M电缆料、光伏料等。
联泓EVA副牌的特点，是双装置切换灵活，副牌集中在光伏和线缆过渡批次。民营机制灵活，对下游需求响应快。适合发泡、线缆、一般热熔胶场景。它不像斯尔邦那样光伏级铺得开，但在几个主力牌号上，货源调度灵活。
国产EVA副牌怎么验，原包直采才不被忽悠
一是先测VA含量。EVA副牌容易出问题的就是VA含量，进厂先测VA含量，对照自己产品要求。二是，先测熔指和晶点。做发泡和线缆对熔指敏感，做胶膜对晶点敏感。三是，要原厂原包直采。EVA市场乱，要原包、要随货检测单，别信"光伏级副牌"的口头说法。汕头那个老板的教训，就是没测VA含量，被"光伏级"三个字忽悠了。
科隆仓库现货｜国产EVA原包直采
做国产EVA副牌，原包直采才不被忽悠。科隆仓库常备国产EVA现货，主推中石化、盛虹斯尔邦、联泓新科三家品牌。
• 主推品牌：中石化、盛虹斯尔邦、联泓新科
• 主要牌号：Y2045、V5110J、V6110J、V6110M等常用牌号
• 包装规格：大包装、小包装都有
• 仓库现货：通常在3000-6000吨
• 小包副牌备货500-800吨、箱装副牌备货200-400吨、大包料/吨包料备货2500-4800吨
• 供应保障：原厂原包直采
大包料、吨包料适合连续生产的发泡和线缆厂，小包副牌和箱装副牌适合中小厂试机和补单，按需调度。
选型口诀加一个真实案例
国产EVA副牌选型，记住三句话：先测VA含量、熔指晶点分测、原包直采。别被"光伏级"三个字忽悠，把VA含量测对了，省下来的才是真钱。
说汕头那个厂。他们后来改用中石化Y2045发泡级副牌做鞋材发泡，进厂先测VA含量，偏差在发泡工艺窗口内；熔指也在可接受范围。上机试模，发泡倍率和手感和正牌做的没差多少，单吨成本比正牌降了约700元。关键不是这料多神，而是把VA含量测对了，没被"光伏级"忽悠。
EVA sub-brand, the Shantou boss calculated the cost for three nights
Shantou, a factory specializing in foamed shoe materials and cable materials. Last year, EVA prices fluctuated greatly, and the boss calculated three nights: how much does genuine EVA cost per ton, how much does it cost per second-brand brand, and the difference is enough to pay half a month's salary for workers. But sub-brands are too complicated. Of those in the market who call it "photovoltaic-grade EVA sub-brands," nine out of ten can't clearly explain their VA content. So, which domestic EVA sub-brand is reliable? Sinopec, Shenghong Sierbang, and Lianhong Xinke—these three are the mainstream suppliers. This article will clarify the accounts.
Domestic EVA Landscape: Sierbang leads, Lianhong follows closely, Sinopec's base
EVA (ethylene-vinyl acetate copolymer) is soft, low-temperature resistant, and has good adhesion. It is used for photovoltaic films, foamed footwear materials, cable insulation, and hot melt adhesives. Domestic EVA production capacity is about 2.2 million tons per year, with photovoltaic-grade EVA being a hot topic in recent years.
Shenghong Sierbang (under Oriental Shenghong) is a leading company in domestic EVA production capacity, with a total EVA capacity of about 900,000 tons per year. Photovoltaic-grade EVA is a strong area with a high market share; Lianhong Xinke EVA production capacity is about 200,000 to 360,000 tons per year, with two sets of systems: tubular and kettle methods, covering photovoltaics, cables, and foaming; Sinopec, relying on bases such as Yanshan Petrochemical, has EVA capacity of about 200,000 tons per year, with accumulation in foaming and cable materials. These three companies form the mainstream supply sources for domestically produced EVA.
EVA sub-brand: VA content and melting index are two red lines
EVA The concept of sub-brands is the same as other polyolefins: same unit and same grade, but individual factory inspection indicators—VA content, melting index, crystal point—slightly deviate from official standards. Sources include start-stop and tail materials, grade switching transition materials, and process fluctuation batches. Still primary polymer particles.
EVA secondary brand has a special feature: VA content is its key indicator. If the VA content is off, softness, adhesion, and light transmission will completely change. Factories making photovoltaic film manufacturers know that VA content and crystalline dots are hard indicators. There are four clear layers: genuine brands meet all specifications; Sub-brands have consistent substrate materials but some indicators are slightly off; Recycled materials have undergone one thermal history; Recycled materials fluctuate greatly in performance. EVA secondary brands are usually priced lower than genuine brands and are suitable for foamed products, general cables, and non-photovoltaic-grade hot melt adhesives where VA content requirements are less stringent. For photovoltaic film manufacturing, secondary brands carry high risks and must be cautious.
Sinopec EVA: Yanshan is a long-established brand with solid foundation for foamed cables.
Sinopec EVA mainly relies on Yanshan Petrochemical, with a production capacity of about 200,000 tons per year. Representative grades include Y2045 is foam-grade commonly used, and V5110J is cable-grade material.
Sinopec EVA secondary brands are characterized by old equipment and familiar grades, with secondary brands mainly coming from transition materials and fluctuating batches. Factories specializing in foamed shoe and cable materials are familiar with these grades, so the secondary brand's VA content and melt index fluctuations are relatively predictable. Suitable for foaming, general cables, hot melt adhesives, and similar scenarios. It should be noted that for photovoltaic film production, secondary brands carry high risks of crystal dots and VA content, so they are not recommended.
Shenghong Sierbang EVA: Leading photovoltaic-grade company, with promising transitional materials for specialized materials
Shenghong Sierbang (under Dongfang Shenghong) is a leading domestic EVA production capacity, with a total EVA capacity of about 900,000 tons per year. It is globally leading in photovoltaic-grade EVA capacity, with representative grades such as V6110J and V5110J.
Sierbang EVA sub-brand features meticulous process control for photovoltaic-grade units, with sub-brands concentrated in cables and foam-grade transition batches. Due to large photovoltaic-grade capacity, sub-brand supply is relatively abundant. For downstream products such as foam, cables, and hot melt adhesives, Sierbang's secondary brand can be expected to have relatively high VA content. It is important to distinguish between photovoltaic-grade sub-brands and cable-grade sub-brands, and do not treat photovoltaic transition materials as cable materials.
Lianhong Xinke EVA: Dual tubular kettle units, flexible response
Lianhong Xinke EVA has a capacity of about 200,000 to 360,000 tons per year, with both tubular and kettle process units, offering high production flexibility. Representative grades include V6110M cable material and photovoltaic material. The characteristic of
Lianhong EVA's sub-brand is flexible switching between two units, with sub-plates concentrated in photovoltaic and cable transition batches. Private mechanisms are flexible and respond quickly to downstream demand. Suitable for foaming, cable, and general hot melt adhesive scenarios. Unlike Sierbang, which has photovoltaic-grade distribution, it offers flexible supply scheduling for several main grades.
How to test domestic EVA sub-brands? Direct raw packaging ensures you won't be misled
First, first test the VA content. The main issue with EVA secondary brands is the VA content. Upon entering the factory, test the VA content according to your own product requirements. Second, first test the melt fingers and crystal dots. Foam and cable processing are sensitive to melt fingers, while film production is sensitive to crystal dots. Third, buy directly from the original factory package. The EVA market is chaotic; you need the original package and the inspection report with the goods. Don't believe the talk of "photovoltaic grade secondary brand." The lesson of that Shantou boss was that they didn't measure VA content and were misled by the three words "photovoltaic grade."
Cologne warehouse stock | Direct sourcing of domestic EVA from original packaging
as a secondary brand for domestic EVA, so you won't be misled by direct sourcing of the original packaging. The Cologne warehouse always stocks domestic EVA stock, mainly promoting Sinopec, Shenghong Silbang, and Lianhong Xinke.
• Main Brands: Sinopec, Shenghong Sierbang, Lianhong Xinke
• Main Grades: Y2045, V5110J, V6110J, V6110M, and other commonly used grades
• Packaging Specifications: Both large and small packages available
• Warehouse stock: Usually 3000-6000 tons
• Small sub-brand stock: 500-800 tons, Containerized sub-brand stock 200-400 tons, large packages/ton packaging stocks 2500-4800 tons
• Supply guarantee: Direct procurement from original factory
Large and ton packages suitable for continuous production foam and cable factories; small and boxed sub-labels suitable for small and medium factories to test machines and supplement orders, dispatched as needed.
Selection Mnemonic, Here's a Real Case
Domestic EVA Sub-Brand Selection, remember these three points: first test VA content, then test the melting finger crystal points, and source directly from the original package. Don't be fooled by the phrase "photovoltaic grade"—if you get the VA content right, the real money you save is what you save.
Talking about that factory in Shantou. Later, they switched to Sinopec Y2045 foam-grade secondary brand for shoe material foaming, testing the VA content before entering the factory, with deviations within the foaming process window; The melting index was also within an acceptable range. After machine molding, the foaming rate and feel were not much different from genuine brands, and the cost per ton was about 700 yuan lower than the genuine brand. The key wasn't that the material was overly exciting, but that they measured the VA content correctly and weren't fooled by "photovoltaic grade."
