编制日期:2026-09-14
编制说明:本声明汇总「国际大厂副牌系列」118篇文章中各篇目的未闭合缺口,包括但不限于:
(1)不同数据源对市场份额/产能排名存在口径分歧,未做绝对化座次判定;
(2)小众品类头部企业不足三家,按梯队呈现而非硬排前三;
(3)部分品类存在产品线重叠(如ULDPE/mLLDPE/POP、COC/COP),数据源合并统计;
(4)涉及企业并购重组(如Solvay→Syensqo、杜邦→Celanese、帝斯曼+朗盛→Envalior等),品牌归属已标注但市场口径仍在过渡。
以下按序号逐篇列明缺口。无明确缺口的篇目标注"无"。
不同研报口径略有出入——有的按产能、有的按市场份额,第二、第三名常来回换
按产能排奇美常年靠前,按市场份额和高端牌号排LG化学又追得很紧,两家谁坐头把看拿哪份报告
不同研报口径下,第三名帝人和三菱工程塑料偶尔换位
不同研报口径下,DOMO和Envalior在工程改性粒料这一档排名互有高低
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按市场份额口径,这几家大多在六到一成六之间,不同机构统计口径有出入
按部分机构口径,信越约占全球一成二到一成四,台塑约占一成二,西湖化学约占六到九个点,不同数据源略有出入
奇美份额口径在10%—22%之间浮动,不同数据源排名有分歧
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这三家份额大致在16%、13%、11%上下浮动,Dataintelo口径
产能/份额口径不同来源存在差异,按梯队呈现,未硬排座次
各家份额数据打架,有的说陶氏近两成,有的说钟渊一成五到一成八——口径分歧行业里吵了好几年,按梯队讲
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前四家合计份额超九成,集中度极高
数据来源分歧时按梯队看,巴斯夫、奇美也在这一梯队里
不同来源对AES与ASA的口径存在混同,本文按AES专用橡胶体系(EPDM)梳理前三梯队,未硬排座次
各家数据口径不一,Polyscope的份额从两成出头到三成多都有人写,按梯队讲不硬排数字
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DOMO的DOMAMID长碳链尼龙也在同一梯队,未硬排座次
不同来源对PA612与PA12口径存在混同,本文按PA612路线梳理前三梯队,未硬排座次
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三家按产能口径常年居全球前三,不同来源份额数值存在差异,按梯队呈现
各家份额在SBS、SEBS不同子项里互有高低,按梯队讲
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份额大致在16%、13%、11%上下浮动,SABIC、三井化学也在同一梯队
不同来源份额数值存在差异,本文按技术与品牌影响力梳理前三梯队,未硬排座次
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上面是管道专用料梯队,不是全部PE产能排名;数据源之间有分歧的地方按梯队讲,不硬排座次
ULDPE和POP、mLLDPE在产品线上常叠在一起,数据源排名略有出入,按梯队看更稳妥
MVLDPE和mLLDPE在同一条茂金属生产线出来,密度分档不同,数据源排名常把它们合并统计,按梯队讲
不同数据源排名有分歧——有报告把SK化学列为产能居前(约四成),也有报告把陶氏排在前面(两三成),按梯队讲不硬排座次
EEA和EVA、EAA在产业链上常被合并讨论,数据源排名有出入,按梯队讲不硬凑座次
EMA在不同报告里有时和EMAA被混着统计,数据源排名有出入,按梯队讲不硬排座次
EMMA纯牌号供应商屈指可数,是典型寡头型品类
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可乐丽全球份额在三成到四成之间(不同口径有差异)
Borlink超高压牌号副牌一般不流向中低压市场,流通到中小厂的主要是中压牌号过渡料
原料级(挤出/模压)和纤维级是两条路线,别混着说
PMP几乎是三井化学一家撑起来的,全球占七成以上,不硬排前三
全球CPE产能大头在中国,国外第一梯队按技术标杆排
路博润按不同口径占全球CPVC树脂约两到三成份额
PA1010国外就EMS、赢创、阿科玛这几家把着
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索尔维旗下Syensqo的Lavanta也在这个盘子里
阿科玛Pebax占全球PEBA市场约两成到四成(不同机构口径有差异)
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OBC近乎一家独大,主角就是陶氏INFUSE,其余多为跟随或配套,不硬排前三
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SBR行业格局很散,没有一家能通吃,全球前三国外厂合计也就两成出头份额
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LCBR品类小众,国外大厂不算多,按实际梯队排不硬排前三
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SOE小众到几乎一家独大:旭化成S.O.E.是招牌,按梯队写不硬排前三
不同报告数字略有出入,但前三名的座位基本没动过
后面还有北欧化工Borflow等跟进,但流通量和认证积累上差半档
三家加起来占了全球PEEK产能的八九成,典型寡头格局
PEI第一梯队SABIC ULTEM独大,第二梯队是一众拿它树脂做下游改性的厂,寡头品类按实际梯队写不硬凑前三
吴羽化学Kureha的Fortron线型PPS是另一条重要货源
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住友化学副牌相对小众,流动性和色相浮动常见,量不大渠道窄
三家之外市场上零散的改性料、贴牌料不少,不在国外大厂原厂原粒讨论范围
PAR是典型小众品类,全球头部国外企业就那么几家,按实际梯队写不硬排
PARA小众料就这两家原厂最硬,剩下多是改性复配不是原厂原粒
三家之外东丽Siveras、Kuraray等也是参与者,国产料正在追赶
POK近乎寡头的小众品类,全球主要国外玩家按实际梯队写
份额为第三方报告口径,不同数据源略有出入
Stanyl在全球PA46产能里占了八成五上下,寡头格局
PA4T纯树脂量产企业较集中,按实际梯队呈现不硬排同级前三
份额/产能为第三方报告口径,不同数据源略有出入
PA9T纯树脂量产企业较集中,按实际梯队呈现不硬排同级前三;改性厂产品与原厂副牌有别
国产厂商(如金发科技)按要求不列入本文国外前三;份额为第三方报告口径,不同数据源略有出入
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COP比COC更小众,全球能稳定量产高端COP的基本就是日本那几家
SPS基料规模化商业生产全球几乎被日本出光兴产一家垄断,不硬凑三家国外企业按实际梯队写
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行业报告里对3M和索尔维的份额估算有分歧,有的口径3M更高有的索尔维更高
几份报告口径略有出入,但前三家寡头合计约七成五到八成这个结论是对得上的
树脂口径和膜口径排名会有出入,数据分歧存在
ECTFE是标准寡头品类,世索科Halar一家占全球约六成八,不硬排前三
EFEP小众到几乎一家在做,大金Daikin是主要商业化厂商,不硬排前三
不同数据源对NatureWorks份额估算有差异(约28.5%到35%)
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PBSA是细分池子,国内玩家不少,但只说非大陆阵营
PBST品类本身小众,海外量产规模有限,按梯队写更实在不硬排座次
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PSM/淀粉基材料国外大厂池子不算大,按梯队看
可乐丽PVA光学膜原料占全球七成到八成,不同数据源对总产能份额估算有差异
伊士曼约35%、大赛璐约12%份额口径,交叉核验
伊士曼约45%-50%份额口径,不同数据源略有出入
Eastman、Celanese、Daicel、三菱化学、Solvay前五约58%-62%产能口径
住友电木约18.4%、瀚森约16.2%份额口径
DAP极小众品类,集中度很高,大赛璐电子级DAP≥99.9%长期主导进口
— 本声明结束 —
Compilation Date: 2026-09-14
Compilation Notes: This statement summarizes the unresolved gaps in each of the 118 articles of the 'International Major Manufacturer Sub-Brand Series,' including but not limited to:
(1) Differences in market share/production capacity rankings across different data sources, without making absolute ranking determinations;
(2) Niche categories with fewer than three leading companies are presented by tier rather than strictly ranking the top three;
(3) Some categories have overlapping product lines (e.g., ULDPE/mLLDPE/POP, COC/COP), with data sources aggregated;
(4) Involving corporate mergers and reorganizations (e.g., Solvay→Syensqo, DuPont→Celanese, DSM/Lanxess→Envalior, etc.), brand ownership has been marked, but market classification is still in transition.
The following lists the gaps in each article by serial number. Articles without clear gaps are marked as 'None.'
The figures differ slightly depending on the research report—some are based on production capacity, others on market share, and the second and third places often swap back and forth.
Chimei usually ranks ahead in terms of production capacity, while LG Chem is catching up closely in terms of market share and high-end grades. Which of the two takes the lead depends on which report you refer to.
Under different research report standards, the third place Teijin and Mitsubishi Engineering Plastics occasionally switch positions
Under different research report criteria, DOMO and Envalior rank alternately high and low in the category of engineering modified pellets.
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According to market share standards, most of these companies are between 6% and 16%, with different institutions having discrepancies in their statistical criteria.
According to some institutions, Shin-Etsu accounts for about 12% to 14% globally, Formosa Plastics about 12%, and Westlake Chemical about 6% to 9%, with slight differences depending on the data source.
Chimei's market share fluctuates between 10% and 22%, with rankings differing across various data sources.
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The market shares of these three companies fluctuate around 16%, 13%, and 11%, according to Dataintelo.
Differences exist among sources due to varying standards of capacity/share, presented by tier, without strictly ranking positions.
The market share data from different sources conflict; some say Dow is close to 20%, while others say Zhongyuan is 15% to 18—the differences in standards have caused the industry to argue for several years, speaking in terms of tiers.
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The total market share of the top four companies exceeds 90%, indicating a very high concentration.
When there is a discrepancy in data sources, looking by tier, BASF and Chi Mei are also in this tier.
There is confusion between AES and ASA in terms of specifications from different sources. This article organizes the top three tiers according to the AES specialized rubber system (EPDM), without rigidly ranking them.
Different sources have different data standards; Polyscope's market share has been reported by some as just over 20% and by others as over 30%. In terms of tiers, exact numbers are not strictly assigned.
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DOMO's DOMAMID long-chain nylon is also in the same tier, without a fixed ranking
Different sources confuse the calibers of PA612 and PA12. This article sorts out the top three tiers according to the PA612 route, without ranking them rigidly.
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The three companies have consistently ranked among the top three globally in terms of production capacity. There are differences in the share values from different sources, and they are presented by tiers.
The market shares of each company vary across different subcategories of SBS and SEBS, ranked by tier.
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The market share fluctuates around 16%, 13%, and 11%, with SABIC and Mitsui Chemicals also in the same tier.
There are differences in the numerical shares from different sources. This article sorts out the top three tiers according to technology and brand influence, without strictly ranking them.
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The above is the dedicated material tier for pipelines, not the ranking of all PE production capacities; where there are discrepancies between data sources, we explain according to tiers without strictly ranking positions.
ULDPE is often stacked together with POP and mLLDPE on the product line. There are slight discrepancies in the data sources, and it is more prudent to look at them by tier.
MVLDPE and mLLDPE are produced on the same metallocene production line, with different density grades. Data sources often combine them in statistics, categorizing them by tiers.
There are discrepancies in rankings across different data sources—some reports list SK Chemicals as having leading capacity (around 40%), while others rank Dow at the top (20-30%). According to tiers, they are not strictly ranked.
EEA, EVA, and EAA are often discussed together in the industry chain. There are discrepancies in the ranking of data sources, and their positions should not be forcibly arranged when talking by tiers.
EMA is sometimes counted together with EMAA in different reports, and there are discrepancies in the ranking of data sources. When discussing tiers, no strict ranking is applied.
EMMA pure-grade suppliers are few and far between, making it a typical oligopolistic category.
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Coca-Cola's global market share is between 30% and 40% (there are differences depending on the measurement caliber)
Borlink's ultra-high pressure grade secondary brands generally do not flow into the medium and low-pressure markets; what circulates to small and medium factories is mainly the medium-pressure grade transition material.
Raw material grade (extrusion/molding) and fiber grade are two separate routes; don’t mix them up.
PMP is almost entirely supported by Mitsui Chemicals alone, accounting for more than 70% of the global share, without necessarily being in the top three.
The bulk of global CPE production capacity is in China, while the top foreign tier is ranked according to technological benchmarks.
Lubrizol accounts for about 20% to 30% of the global CPVC resin market, depending on the caliber.
For PA1010 abroad, only EMS, Evonik, and Arkema are dominating.
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Lavanta from Syensqo, a subsidiary of Solvay, is also on this plate.
Arkema Pebax accounts for about 20% to 40% of the global PEBA market (different institutions have varying figures)
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OBC is almost a monopoly, with the main player being Dow INFUSE, while the rest are mostly followers or supporting products and should not be forcibly ranked in the top three.
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The SBR industry is very fragmented, with no single company dominating the market. The top three foreign manufacturers globally together account for just over 20% of the market share.
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LCBR is a niche category, not many foreign major companies are involved, and based on the actual ranking, it doesn't firmly place in the top three.
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SOE is so niche that it's almost a monopoly: Asahi Kasei S.O.E. is the flagship, but it doesn't solidly rank in the top three when listed by tier.
The numbers vary slightly between reports, but the top three positions have basically remained unchanged.
Later, there were also follow-ups from Nordic chemical companies like Borflow, but they were half a step behind in terms of circulation volume and certification accumulation.
The three companies together account for 80-90% of the global PEEK production capacity, a typical oligopoly structure.
In the first tier of PEI, SABIC ULTEM dominates, while the second tier consists of various manufacturers that use its resin for downstream modification. The oligopolistic categories are listed according to the actual tiers, not forcibly rounded up to the top three.
Fortron linear PPS from Wu Yu Chemistry Kureha is another important source of supply
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Sumitomo Chemical's sub-brand is relatively niche, with common fluctuations in liquidity and color, small quantities, and limited channels.
Outside of the three companies, there are quite a few scattered modified materials and OEM materials on the market, which are not within the discussion scope of the original granules from major foreign manufacturers.
PAR is a typical niche category, with only a few leading foreign companies globally. It is written according to the actual tiers rather than being rigidly ranked.
For PARA niche materials, only these two original manufacturers are the strongest; the rest are mostly modified blends, not original raw particles from the factory.
Outside of the three companies, Toray Siveras, Kuraray, and others are also participants, and domestic materials are catching up.
POK is an almost oligopolistic niche category, with major global foreign players listed according to their actual tier.
The share is based on the scope of third-party reports, and there are slight differences between different data sources.
Stanyl accounts for around 85% of the global PA46 production capacity, forming an oligopoly.
PA4T pure resin mass production enterprises are relatively concentrated, and according to the actual tier, they do not strictly rank in the top three of the same level.
Share/capacity is according to third-party reports, and there are slight differences between different data sources.
PA9T pure resin mass production companies are relatively concentrated, with the actual tiers not strictly ranking the top three; modified products differ from the original manufacturer's secondary brand.
Domestic manufacturers (such as Kingfa Technology) are not included in the top three foreign companies as required; market share is according to third-party reports, and there may be slight discrepancies between different data sources.
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COP is more niche than COC, and globally, the companies that can stably mass-produce high-end COP are basically just a few in Japan.
The large-scale commercial production of SPS base material is almost monopolized globally by Japan's Idemitsu Kosan; do not forcibly list three foreign companies, write according to the actual hierarchy.
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There are differences in the estimates of market share for 3M and Solvay in industry reports; some sources show 3M higher, while others show Solvay higher.
The figures in several reports vary slightly, but the conclusion that the top three oligopolies account for about 75% to 80% matches up.
There may be discrepancies in the ranking of resin diameter and membrane diameter, and data disagreements exist.
ECTFE is a standard oligopoly category, with Solvay Halar accounting for about 68% of the global market, not strictly ranking in the top three.
EFEP is so niche that almost no one is doing it; Daikin is the main commercial manufacturer, not strictly ranked in the top three.
Different data sources estimate NatureWorks' share differently (approximately 28.5% to 35%)
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PBSA is a segmented pool; there are quite a few domestic players, but this only refers to non-mainland factions.
The PBST category itself is niche, with limited overseas mass production scale. Writing it by tier is more practical than strictly ranking them.
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The pool of major foreign manufacturers of PSM/starch-based materials is not very large, when viewed by tier.
ColaLi PVA optical film raw materials account for 70% to 80% of the global market, and estimates of total production capacity share vary between different data sources.
Eastman about 35%, Cellulose about 12% market share, cross-check
Eastman has approximately a 45%-50% market share, with slight variations depending on the data source.
Eastman, Celanese, Daicel, Mitsubishi Chemical, Solvay, the top five account for about 58%-62% of production capacity
Sumitomo Bakelite approximately 18.4%, Hansen approximately 16.2% share caliber
DAP is a very niche category with a high concentration, and Dasa Lu's electronic-grade DAP ≥99.9% has long dominated imports.
— End of this statement —