專 訪
張之涵
Frank Zhang
科思創(chuàng)涂料與膠粘劑事業(yè)部亞太區(qū)
應(yīng)用與市場(chǎng)開發(fā) 副總裁
Head of Application and Market Development APAC
Business Unit Coatings and Adhesives
《中國(guó)涂料》China Coatings
在當(dāng)下復(fù)雜且多變的市場(chǎng)大環(huán)境中，科思創(chuàng)作為全球領(lǐng)先的高品質(zhì)聚合物的生產(chǎn)商之一，請(qǐng)問(wèn)企業(yè)究竟該采取何種策略來(lái)實(shí)現(xiàn)跨周期增長(zhǎng)？又該如何精準(zhǔn)挑選市場(chǎng)、深度耕耘市場(chǎng)，進(jìn)而開發(fā)出更具市場(chǎng)競(jìng)爭(zhēng)力的產(chǎn)品？
In today's complex and changing market environment, as one of the world's leading manufacturers of high-quality polymers, what strategies will Covestro adopt to achieve its growth across cycles? How to target the right market and develop more competitive products for the market?
科思創(chuàng) Covestro
作為一家有著80多年創(chuàng)新歷史、全球領(lǐng)先的聚合物制造企業(yè)，科思創(chuàng)正積極推進(jìn)“可持續(xù)未來(lái)”的戰(zhàn)略，以積極應(yīng)對(duì)當(dāng)下復(fù)雜且變化快速的市場(chǎng)挑戰(zhàn)，并推進(jìn)轉(zhuǎn)型。我們的戰(zhàn)略核心包含了：
以客戶為中心，通過(guò)持續(xù)投資構(gòu)建起高品質(zhì)、更穩(wěn)定的區(qū)域供應(yīng)能力，并采取一系列舉措來(lái)提升我們的運(yùn)營(yíng)效率和市場(chǎng)競(jìng)爭(zhēng)力，從而成為客戶可靠的合作伙伴。
以可持續(xù)的方式驅(qū)動(dòng)增長(zhǎng)。我們將通過(guò)有機(jī)增長(zhǎng)、非有機(jī)增長(zhǎng)和創(chuàng)新來(lái)擴(kuò)展我們具有吸引力的可持續(xù)產(chǎn)品組合，以滿足市場(chǎng)對(duì)于環(huán)保型、高性能產(chǎn)品日益增長(zhǎng)的需求。到2025年，我們80%的研發(fā)項(xiàng)目支出將有助于實(shí)現(xiàn)聯(lián)合國(guó)可持續(xù)發(fā)展目標(biāo)（SDG）。
實(shí)現(xiàn)氣候中性和全面循環(huán)。科思創(chuàng)提出了實(shí)現(xiàn)“全面循環(huán)”的企業(yè)愿景，走在低碳循環(huán)經(jīng)濟(jì)發(fā)展的前沿。我們的目標(biāo)是到2050年實(shí)現(xiàn)供應(yīng)鏈上下游全流程的凈零排放，重點(diǎn)舉措包括采用替代性原材料和可再生能源，以及促進(jìn)創(chuàng)新的回收技術(shù)。從長(zhǎng)遠(yuǎn)來(lái)看，我們的目標(biāo)是100%使用替代原材料生產(chǎn)我們的產(chǎn)品，并在全球所有生產(chǎn)基地采用100%可再生能源。
As a company with over 80 years of innovation history, Covestro is implementing its "Sustainable Future" strategy to respond to today's complex and rapidly changing market challenges and drive transformation. Our strategic core includes:
Customer-centricity: Building high-quality, more resilient regional supply capabilities through continuous investment, and taking a series of measures to improve our operational efficiency and market competitiveness, thereby becoming a reliable partner for customers.
Driving growth sustainably: We will expand our attractive sustainable product portfolio through organic growth, non-organic growth, and innovation to meet the growing market demand for environmentally friendly, high-performance products. By 2025, 80% of our R&D project expenditure will contribute to the United Nations Sustainable Development Goals (SDGs).
Achieving climate neutrality and fully circular: Covestro announced its vision of being "Fully Circular," and aims to lead the development of a low-carbon circular economy. Our goal is to achieve net-zero emissions throughout the supply chain by 2050, with key initiatives including the adoption of alternative raw materials and renewable energy, as well as promoting innovative recycling technologies. In the long term, our goal is to produce our products using 100% alternative raw materials and adopt 100% renewable energy at all our global production sites.
值得一提的是創(chuàng)新力是科思創(chuàng)在新周期中實(shí)現(xiàn)增長(zhǎng)的動(dòng)力。我們關(guān)注創(chuàng)新的深度。即通過(guò)解決技術(shù)挑戰(zhàn)，無(wú)論是性能、效率，還是市場(chǎng)的法規(guī)合規(guī)方面的，為客戶提供全方位的綜合解決方案。同時(shí)，我們也關(guān)注創(chuàng)新的廣度。我們本土的研發(fā)團(tuán)隊(duì)與產(chǎn)業(yè)鏈的合作方一同開發(fā)前瞻性的產(chǎn)品和解決方案，以拓展更具增長(zhǎng)潛力的涂料、膠粘劑新應(yīng)用場(chǎng)景。
It's worth mentioning that innovation is the driving force for Covestro's growth in the new cycle. We focus on the depth of innovation - providing comprehensive solutions for customers by addressing technical challenges in performance, efficiency, and regulatory compliance. At the same time, we also focus on the breadth of innovation. Our local R&D team works with partners along the value chain to develop forward-looking products and solutions to expand new applications for coatings and adhesives in those niche markets with greater growth potential.
《中國(guó)涂料》China Coatings
自2025年起，科思創(chuàng)提出了“綜合解決方案，成就您的無(wú)限可能”的宣傳口號(hào)。在此，誠(chéng)邀張總分享一下科思創(chuàng)在創(chuàng)新方面有哪些具體舉措，又如何助力客戶應(yīng)對(duì)各類挑戰(zhàn)，并成功開拓業(yè)務(wù)新邊界？
Since 2025, Covestro has launched the campaign "Total Solutions Unlock Your Possibilities." Could you share what specific innovation initiatives Covestro has undertaken, and how it helps customers address various challenges and successfully expand new business boundaries?
科思創(chuàng) Covestro
在當(dāng)今充滿挑戰(zhàn)與不確定性的市場(chǎng)環(huán)境中，客戶需求已從產(chǎn)品轉(zhuǎn)向定制化的解決方案。“科思創(chuàng)綜合解決方案”理念體現(xiàn)在我們?yōu)榭蛻籼峁┑牟粌H是高品質(zhì)產(chǎn)品，更是從產(chǎn)品開發(fā)、配方優(yōu)化到應(yīng)用施工的技術(shù)服務(wù)。我們旨在為客戶提供一站式的服務(wù)，以滿足多樣化的需求。
通過(guò)本土化戰(zhàn)略的實(shí)施，我們?cè)谝韵聨追矫骘@著增強(qiáng)了實(shí)力：
高效研發(fā)流程。我們構(gòu)建了從實(shí)驗(yàn)室產(chǎn)品研發(fā)到規(guī)模化生產(chǎn)的完整本土創(chuàng)新鏈，幫助客戶大幅縮短新品上市時(shí)間。
深度市場(chǎng)融合。我們的創(chuàng)新原則"貼近區(qū)域市場(chǎng)"。我們?cè)趥鹘y(tǒng)優(yōu)勢(shì)的高端應(yīng)用市場(chǎng)外，更多推出了貼近市場(chǎng)的高性價(jià)比的新型涂料和膠粘劑解決方案，來(lái)幫助客戶擴(kuò)大市場(chǎng)份額。
一站式采購(gòu)體系。我們?yōu)榭蛻籼峁I(yè)的通用配方建議，并且越來(lái)越多地在配方中融入科思創(chuàng)的高品質(zhì)固化劑和樹脂產(chǎn)品。這不僅確保了更優(yōu)的產(chǎn)品兼容性和可靠性，同時(shí)也簡(jiǎn)化了客戶的供應(yīng)鏈管理流程。
In today's challenging and uncertain market environment, customer needs have shifted from single products to solutions. The "Covestro Total Solutions" concept is reflected in our provision of not only high-quality products but also technical services from product development and formulation optimization to application suggestions. We aim to bring one-stop service to our customers to meet their diversified needs.
Through implementation of localization strategy, we have significantly enhanced our capabilities in the following areas:
Efficient R&D process: We have built a complete local innovation chain from laboratory product development to scale up production, helping customers significantly shorten time-to-market for new products.
Closeness to market: Our innovation principle is "close to regional markets." Beyond our traditional high-end markets, we have launched more cost-competitive coating and adhesive solutions that help can customers expand market share in other market segments.
One-stop shop: We provide customers with ready-to-use formulation guidance and also increasingly include both crosslinker and resin products by Covestro into formulations. This not only ensures better product compatibility and reliability but also simplifies customers' supply chain management processes.
科思創(chuàng)近年來(lái)還加大了樹脂產(chǎn)品的創(chuàng)新投入，并搭建起一個(gè)覆蓋多應(yīng)用行業(yè)、包含不同技術(shù)體系和產(chǎn)品組合的“樹脂之家”。樹脂作為涂料的核心原材料，在涂料創(chuàng)新中起著重要的作用。我們的高性能樹脂不僅提升了涂料的環(huán)保性、耐久性和美觀度，更為客戶帶來(lái)了差異化競(jìng)爭(zhēng)優(yōu)勢(shì)。特別是在水性涂料和低VOC高固體分涂料領(lǐng)域，我們的創(chuàng)新樹脂幫助客戶滿足日益嚴(yán)格的環(huán)保法規(guī)要求，并進(jìn)一步提升施工效率，實(shí)現(xiàn)節(jié)能減排。
今年，我們也陸續(xù)推出了一系列針對(duì)汽車和軌道交通行業(yè)以及家具行業(yè)的綜合解決方案，涵蓋了聚氨酯、丙烯酸和聚酯等系列產(chǎn)品，水性、高固體分和潮氣固化等技術(shù)平臺(tái)，給到客戶更多“物有所值”的具有競(jìng)爭(zhēng)力的綜合解決方案的選擇。
Covestro has also increased innovation investment in resin products in recent years and built a "House of Resins" covering multiple application industries, including different technology systems and product portfolios. As a core component of coatings, resins play an important role in coating innovation. Our high-performance resins not only enhance the environmental friendliness, durability, and aesthetics of coatings but also bring differentiated competitive advantages to customers. Especially in the fields of waterborne coatings and low VOC high-solid coatings, our innovative resins help customers meet increasingly stringent environmental regulatory requirements while further improving application efficiency and achieving energy conservation and emission reduction.
This year, we have also launched a series of total solutions for the automotive and rail transportation industries as well as the furniture industry, covering polyurethane, acrylic, and polyester series products, waterborne, high-solid, and moisture-curing technology platforms, giving customers more "value for money" competitive comprehensive solution choices.
《中國(guó)涂料》China Coatings
科思創(chuàng)一直以來(lái)為行業(yè)提供創(chuàng)新解決方案為己任，開發(fā)出諸多行業(yè)標(biāo)桿型產(chǎn)品，請(qǐng)介紹一下迄今為止取得了哪些顯著成就和具備哪些獨(dú)特優(yōu)勢(shì)？
Covestro has always been committed to providing innovative solutions for the industry and has developed many industry benchmark products. Could you introduce what significant achievements have been made so far and what unique advantages do you have?
科思創(chuàng) Covestro
科思創(chuàng)作為聚氨酯技術(shù)的發(fā)明企業(yè)，有著很多耳熟能詳?shù)拿餍钱a(chǎn)品，例如Desmodur®ultra N固化劑、Dispercoll® U水性聚氨酯分散體。當(dāng)涂料和膠粘劑行業(yè)不斷發(fā)展時(shí)，科思創(chuàng)致力于引領(lǐng)行業(yè)創(chuàng)新，助力行業(yè)標(biāo)準(zhǔn)。
As the inventor of polyurethane technology, Covestro has many well-known products, such as Desmodur® ultra N crosslinkers and Dispercoll® U waterborne polyurethane dispersions. As the coating and adhesive industry continues to develop, Covestro is committed to leading industry innovation and helping set industry standards.
我們的產(chǎn)品服務(wù)于很多的下游應(yīng)用行業(yè)。以汽車行業(yè)為例，Desmodur® ultra N系列固化劑產(chǎn)品已廣泛應(yīng)用于雙組分聚氨酯汽車清漆，憑借其優(yōu)異的漆膜外觀、耐候性和抗石擊性，樹立了高性能汽車涂料的標(biāo)桿。同時(shí)，該系列產(chǎn)品的殘余單體含量低于0.1%，在工業(yè)衛(wèi)生方面也樹立了新標(biāo)準(zhǔn)。隨著越來(lái)越多汽車制造企業(yè)關(guān)注減碳的話題，科思創(chuàng)也推出了部分生物基固化劑Desmodur® CQ ultra N7300，它含有70%可再生碳含量，這些碳主要來(lái)源于不與食物鏈競(jìng)爭(zhēng)的植物淀粉原料，可以顯著降低雙組分聚氨酯清漆的碳足跡。此外，它只需極少的配方調(diào)整，就保持與化石基固化劑相似的高性能。目前，我們正在亞太地區(qū)與產(chǎn)業(yè)鏈的合作方共同推進(jìn)產(chǎn)品的驗(yàn)證。
Our products serve many downstream application industries. Taking the automotive industry as an example, the Desmodur® ultra N series of crosslinkers have been widely used in two-component polyurethane automotive clear coats, setting a benchmark for high-performance automotive coatings with their excellent film appearance, weather resistance, and stone chip resistance. At the same time, the residual monomer content of this series of products is less than 0.1%, also setting a new standard in industrial hygiene. As more and more automobile manufacturers focus on carbon reduction, Covestro has also launched the partially bio-based curing agent Desmodur® CQ ultra N7300, which contains 70% renewable carbon content, mainly derived from plant starch raw materials that do not compete with the food chain, and can significantly reduce the carbon footprint of two-component polyurethane clear coats. In addition, it maintains similar high performance to fossil-based curing agents with minimal formulation adjustments. Currently, we are working with partners in the value chain in the Asia Pacific to promote product validation.
此外，作為汽車內(nèi)飾膠水性化的先驅(qū)，科思創(chuàng)的水性聚氨酯分散體Dispercoll® U 54和U 56因其優(yōu)異的初黏性和持黏時(shí)間，成功地應(yīng)用于汽車內(nèi)飾件包覆膠。在此基礎(chǔ)上，針對(duì)極端高溫天氣對(duì)內(nèi)飾抗老化能力的挑戰(zhàn)，科思創(chuàng)又進(jìn)一步推出了Dispercoll® U 86 PLUS和U 88 PLUS水性聚氨酯分散體。該新升級(jí)方案兼顧低VOC、低氣味等環(huán)保優(yōu)勢(shì)，提高了產(chǎn)品的耐高溫和耐濕熱性能，保障內(nèi)飾膠粘劑粘接表現(xiàn)長(zhǎng)期穩(wěn)定性，從而能輕松駕馭各種內(nèi)飾包覆應(yīng)用場(chǎng)景。
In addition, as a pioneer in the waterborne transformation of automotive interior adhesives, Covestro's waterborne polyurethane dispersions Dispercoll® U 54 and U 56 have been successfully applied to automotive interiors bonding due to their excellent initial tack and open time. Building on this, in response to the challenge of extreme high-temperature weather on the aging resistance of interior parts, Covestro further launched Dispercoll® U 86 PLUS and U 88 PLUS waterborne polyurethane dispersions. This new upgraded solution combines low VOC, low odor, and other environmental advantages, improves the product's high-temperature and humid heat resistance, ensures the long-term stability of interior adhesive bonding performance, and can easily handle various interior covering application scenarios.
這樣的例子還有很多。科思創(chuàng)從不滿足于現(xiàn)狀，通過(guò)持續(xù)的產(chǎn)品創(chuàng)新，我們?yōu)榭蛻魟?chuàng)造更多的價(jià)值，推動(dòng)行業(yè)高質(zhì)量發(fā)展。
There are many such examples. Covestro is never satisfied with the status quo. Through continuous product innovation, we create more value for customers and promote high-quality development of the industry.
《中國(guó)涂料》China Coatings
科思創(chuàng)始終致力于創(chuàng)新發(fā)展。可以看出，近年來(lái)科思創(chuàng)在繼續(xù)保持傳統(tǒng)優(yōu)勢(shì)的同時(shí)，聚焦更豐富的產(chǎn)品組合和多元化技術(shù)平臺(tái)。請(qǐng)問(wèn)科思創(chuàng)圍繞哪些關(guān)鍵創(chuàng)新維度，滲透哪些新的涂料應(yīng)用領(lǐng)域，助力客戶縮短研發(fā)周期、實(shí)現(xiàn)跨周期增長(zhǎng)的？將為客戶提供哪些創(chuàng)新解決方案？
Covestro has always been committed to innovations. It can be seen that in recent years, while continuing to maintain traditional advantages, Covestro has focused on a richer product portfolio and diversified technology platforms. Could you tell us around which key innovation dimensions Covestro is penetrating new coating application fields, helping customers shorten R&D cycles and achieve cross-cycle growth? What innovative solutions will be provided to customers?
科思創(chuàng) Covestro
簡(jiǎn)而言之，科思創(chuàng)的創(chuàng)新原則建立在三大核心維度之上：性能、效率與法規(guī)合規(guī)。在性能方面，我們關(guān)注延長(zhǎng)終端產(chǎn)品的使用壽命，提升產(chǎn)品外觀設(shè)計(jì)；在效率方面，我們關(guān)注快速固化、低溫烤漆等技術(shù)，助力下游產(chǎn)業(yè)實(shí)現(xiàn)涂裝、粘接工藝效率提升和節(jié)能減排；在法規(guī)方面，我們?cè)诘蚔OC環(huán)保型方案，包括水性和高固技術(shù)，以及采用替代性原材料的低碳解決方案領(lǐng)域持續(xù)發(fā)力。接下來(lái)，我會(huì)介紹幾款科思創(chuàng)針對(duì)行業(yè)趨勢(shì)開發(fā)的創(chuàng)新型涂料解決方案。
In short, Covestro's innovation principles are built on three core dimensions: performance, efficiency, and regulatory compliance. In terms of performance, we focus on extending the service life of end products and enhancing product appearance design; in terms of efficiency, we focus on technologies such as fastdrying and low-temperature baking to help downstream industries improve coating and bonding process efficiency and achieve energy conservation and emission reduction; in terms of regulations, we continue to focus on low VOC environmentally friendly solutions, including waterborne and high-solid technologies, as well as low-carbon solutions using alternative raw materials. Next, I will introduce several innovative coating solutions developed by Covestro in response to industry trends.
提升新能源汽車的外觀
擺脫了傳統(tǒng)燃油車的黑、白、灰，我們看到更多閃亮多彩的新能源汽車在道路上行駛，表達(dá)出年輕一代車主的個(gè)性。我們正在推動(dòng)雙組分聚氨酯清漆替代1K TSA/酸性環(huán)氧涂料，同時(shí)配套水性底漆、中涂和底色漆的方案。科思創(chuàng)的高固型汽車清漆綜合解決方案，包含了高性能樹脂和固化劑的組合，滿足環(huán)保型涂料的標(biāo)準(zhǔn)（VOC含量＜420 g/L），帶來(lái)優(yōu)異的漆膜外觀，并能提高噴涂效率。客戶可以從Hybrane™ CY 240/245/268丙烯酸樹脂和Desmophen®670BA聚酯樹脂中選擇，與Desmodur® ultra N系列固化劑組合使用，從而實(shí)現(xiàn)更佳的光澤和流平性。如果客戶對(duì)低碳型清漆解決方案感興趣，我們已開發(fā)出多款部分生物基固化劑產(chǎn)品，如Desmodur® CQ ultra N7300和N7400。
Enhancing the appearance of new energy vehicles
Moving beyond the traditional black, white, and gray look of conventional fuel vehicles, we see more bright and colorful new energy vehicles on the road, expressing the personality of the younger generation of car owners. We are promoting two-component polyurethane clear coat solutions to replace 1K TSA/acid epoxy, along with waterborne primer, mid-coat, and basecoat solutions. Covestro's high-solid automotive clear coat solution, including a combination of high-performance resins and crosslinkers, meets the standards for environmentally friendly coatings (VOC content <420g/L), delivers excellent film appearance, and improves spraying efficiency. Customers can choose from Hybrane™ CY 240/245/268 acrylic resins and Desmophen® 670BA polyester resin, combined with Desmodur® ultra N series, to achieve better gloss and leveling. If customers are interested in low-carbon clear coat solutions, we have developed several partially bio-based curing agent products, such as Desmodur® CQ ultra N7300 and N7400.
提升軌交車輛涂裝效率
隨著市場(chǎng)對(duì)提高效率的涂料解決方案需求增長(zhǎng)，科思創(chuàng)的快速固化技術(shù)已在多個(gè)行業(yè)推廣，幫助客戶獲得競(jìng)爭(zhēng)優(yōu)勢(shì)。例如，在軌道交通行業(yè)，高鐵車身膩?zhàn)油ǔ２捎貌伙柡途埘ンw系，需人工刮涂。科思創(chuàng)推出的高鐵金屬部件超快固底面合一涂料解決方案可實(shí)現(xiàn)自動(dòng)化涂裝與打磨，以及室溫快速固化，大幅提高車輛涂裝效率，預(yù)計(jì)可縮短40%生產(chǎn)周期。
Improving rail vehicle coating efficiency
With the growing market demand for efficiency-improving coating solutions, Covestro's fastdrying technology has been promoted in multiple industries, helping customers gain competitive advantages. For example, in the rail transportation industry, high-speed rail body putty typically uses unsaturated polyester systems that require manual application. Covestro's ultra-fast drying primer-surfacer solution for high-speed rail metal parts enables automated coating and polishing, as well as room temperature rapid curing, significantly improving vehicle coating efficiency and is expected to shorten the production cycle by 40%.
新能源行業(yè)多樣化創(chuàng)新
亞太地區(qū)占據(jù)全球風(fēng)能和太陽(yáng)能產(chǎn)品生產(chǎn)的80%以上，中國(guó)更是這一領(lǐng)域的核心市場(chǎng)。科思創(chuàng)積極與整個(gè)價(jià)值鏈緊密協(xié)作，持續(xù)提供前沿創(chuàng)新解決方案。
在風(fēng)能領(lǐng)域，科思創(chuàng)推出了水性和聚天門冬氨酸酯基風(fēng)機(jī)葉片涂料解決方案，并不斷提升其性能。雙組分水性風(fēng)機(jī)葉片面漆，采用Bayhydrol® A和Bayhydrol® U，也就是聚丙烯酸酯與聚氨酯樹脂復(fù)合技術(shù)，為涂層賦予卓越耐久性，具有優(yōu)異的耐酸堿性、耐磨性和耐候性。同時(shí)，這一配方可實(shí)現(xiàn)更長(zhǎng)的適用期、更低的VOC排放，以及快速干燥、便捷混合和施工高效等特性。
針對(duì)風(fēng)機(jī)葉片高速旋轉(zhuǎn)時(shí)面臨的挑戰(zhàn)，科思創(chuàng)開發(fā)了基于聚天門冬氨酸酯技術(shù)的前緣保護(hù)（LEP）解決方案。這種高性能樹脂兼具優(yōu)異彈性和強(qiáng)度，能有效吸收高速雨滴沖擊產(chǎn)生的動(dòng)能，能有效提升葉片耐雨蝕性能。目前，該新技術(shù)已經(jīng)由重點(diǎn)客戶商用化，并收獲終端用戶的高度評(píng)價(jià)。
在太陽(yáng)能領(lǐng)域，今年，科思創(chuàng)聚氨酯復(fù)合材料光伏組件邊框已實(shí)現(xiàn)突破性發(fā)展，累計(jì)出貨量超過(guò)3吉瓦，相當(dāng)于500萬(wàn)塊常規(guī)光伏板。我們?yōu)榫郯滨ダ瓟D型材框架開發(fā)的水性涂料解決方案，能進(jìn)一步提升了光伏組件邊框耐候性能與環(huán)保性。
此外，科思創(chuàng)在2024年成功實(shí)現(xiàn)了創(chuàng)新半透明柔性復(fù)合前板的首個(gè)商業(yè)化應(yīng)用，專為便攜式光伏和建筑集成/附加光伏系統(tǒng)設(shè)計(jì)。這種采用科思創(chuàng)特種樹脂制造的柔性前板不僅保持高透明度，還能將組件重量較傳統(tǒng)玻璃前板減輕高達(dá)70%，為光伏應(yīng)用開辟了全新可能。
Diversified innovation in the new energy industry
The Asia Pacific region accounts for more than 80% of global wind and solar product production, with China being the core market in this field. Covestro actively collaborates closely with the entire value chain to continuously provide cutting-edge innovative solutions.
In the wind energy, Covestro has launched waterborne and polyaspartic-based wind turbine blade coating solutions and continuously improves their performance. The two-component waterborne wind turbine blade topcoat, using Bayhydrol® A and Bayhydrol® U, which is a technology of polyacrylate and polyurethane resins, gives the coating excellent durability with outstanding acid and alkali resistance, abrasion resistance, and weather resistance. At the same time, this formulation can achieve a longer shelf life, lower VOC emissions, as well as fast drying, easy mixing, and efficient application.
In response to the challenges faced by wind turbine blades during high-speed rotation, Covestro has developed a Leading Edge Protection (LEP) solution based on polyaspartic technology. This high-performance resin combines excellent elasticity and strength, effectively absorbing the kinetic energy generated by high-speed raindrops, and effectively improving the blade's rain erosion resistance. Currently, this new technology has been commercialized by key customers and has received high praise from end users.
In the solar energy, this year, Covestro's polyurethane composite material photovoltaic module frames have achieved breakthrough development, with cumulative shipments exceeding 3 gigawatts, equivalent to 5 million conventional photovoltaic panels. Our waterborne coating solution developed for polyurethane pultrusion profile frames further enhances the weather resistance and environmental friendliness of photovoltaic module frames.
In addition, Covestro successfully achieved the first commercial application of innovative semi-transparent flexible composite front sheets in 2024, specifically designed for portable photovoltaic and building-integrated/attached photovoltaic systems. This flexible front sheet made with Covestro specialty resins not only maintains high transparency but also reduces the weight of the module by up to 70% compared to traditional glass front sheets, opening up new possibilities for photovoltaic applications.
建筑涂料：聚焦細(xì)分應(yīng)用場(chǎng)景
專注于建筑涂料高性能細(xì)分市場(chǎng)，我們推出多項(xiàng)突破性創(chuàng)新涂料解決方案。我們自主研發(fā)并擁有專利保護(hù)的新型水性聚氨酯分散體產(chǎn)品Bayhydrol® UH 2897，專為高性能屋面防水涂料設(shè)計(jì)，具備極低吸水率、優(yōu)異力學(xué)性能和卓越耐久性，能夠有效降低建筑物全生命周期維護(hù)成本，為客戶創(chuàng)造長(zhǎng)期價(jià)值。
同時(shí)，科思創(chuàng)本土研發(fā)團(tuán)隊(duì)成功開發(fā)了創(chuàng)新型HDI基聚異氰酸酯預(yù)聚物Desmodur® ultra E 30800，這款為聚天門冬氨酸酯涂料體系量身定制的固化劑，可廣泛應(yīng)用于地坪涂料、防腐蝕涂料及美縫劑等領(lǐng)域。該產(chǎn)品在保持快速固化特性的同時(shí)，顯著延長(zhǎng)了施工可操作時(shí)間，并具備優(yōu)異的耐水性、耐磨性和耐候性，完美平衡了施工效率與涂層性能。
Construction coatings: Focus on niche market
Focusing on the high-performance segment of the building coatings market, we have launched several breakthrough innovative coating solutions. Our newly developed and patent-protected waterborne polyurethane dispersion Bayhydrol® UH 2897, designed for high-performance roof waterproofing, features extremely low water absorption, excellent mechanical properties, and outstanding durability, effectively reducing the lifecycle maintenance costs of buildings and creating long-term value for customers.
At the same time, Covestro's local R&D team has successfully developed the innovative HDI-based polyisocyanate prepolymer Desmodur® ultra E 30800, a crosslinker tailored for polyaspartic coating systems, which can be widely used in floor coatings, anti-corrosion coatings, and grout sealants. This product significantly extends the workable time while maintaining fast drying performance and features excellent water resistance, abrasion resistance, and weather resistance, perfectly balancing application efficiency and coating performance.
工業(yè)涂料的新突破
在家具和消費(fèi)電子行業(yè)，科思創(chuàng)推出一款具有高交聯(lián)密度特點(diǎn)的Bayhydrol® UV 2901紫外光固化聚氨酯分散體，打破了水性UV涂料配方設(shè)計(jì)的局限性。它既可以用于傳統(tǒng)水性UV涂料體系，顯著提升涂料硬度（可實(shí)現(xiàn)大于6H的硬度）、耐化性、耐水性和機(jī)械性能，也能與單組分水性丙烯酸或聚氨酯分散體組合使用，滿足不通過(guò)應(yīng)用場(chǎng)景的需求。它與多種基材具有優(yōu)異的附著力，可廣泛用于消費(fèi)電子、木器家具等工業(yè)涂裝領(lǐng)域，實(shí)現(xiàn)高性能與涂裝效率。
科思創(chuàng)還專為中國(guó)木器涂料市場(chǎng)研發(fā)了一款創(chuàng)新型TDI基聚異氰酸酯預(yù)聚物，擴(kuò)充了Desmodur® E系列產(chǎn)品，完美契合本土客戶的需求。這款高性能單組分潮氣固化木器底漆解決方案具備卓越的應(yīng)用特性：優(yōu)異的硬度表現(xiàn)確保漆膜堅(jiān)固耐用；強(qiáng)效封閉單寧酸能力有效防止木材中的活性成分滲出；即使在低溫環(huán)境下施工也能實(shí)現(xiàn)快速打磨，顯著提升涂裝效率。
New breakthroughs in industrial coatings
In the furniture and consumer electronics industries, Covestro has launched Bayhydrol® UV 2901, a UV-curable polyurethane dispersion with high crosslinking density, breaking the limitations of waterborne UV coating formulation design. It can be used in traditional waterborne UV coating systems, significantly improving coating hardness (achieving hardness greater than 6H), chemical resistance, water resistance, and mechanical properties, and can also be combined with one-component waterborne acrylic or polyurethane dispersions to meet the needs of different application scenarios. It has excellent adhesion to various substrates and can be widely used in consumer electronics, wooden furniture, and other industrial coating fields, achieving high performance and coating efficiency.
Covestro has also developed an innovative TDI-based polyisocyanate prepolymer specifically for the Chinese wood coating market, expanding the Desmodur® E series products to perfectly match the needs of local customers. This high-performance one-component moisture-curing wood primer solution has excellent application performances: outstanding hardness ensures durable film; strong tannin acid sealing capability effectively prevents active components in wood from seeping out; and it enables rapid sanding even in low-temperature environments, significantly improving coating efficiency.
《中國(guó)涂料》China Coatings
科思創(chuàng)位于上海的涂料與膠粘劑配方實(shí)驗(yàn)室完成擴(kuò)建，其優(yōu)勢(shì)及重要意義是什么？將通過(guò)哪些具體方式為亞太地區(qū)客戶提供有力賦能？
Covestro has completed the expansion of our Coatings and Adhesives Laboratory in Shanghai. What are the advantages and significance of Covestro's Shanghai laboratory? What specific ways will it use to provide strong empowerment to customers in the Asia-Pacific region?
科思創(chuàng) Covestro
最近，我們完成了位于上海的涂料與膠粘劑配方實(shí)驗(yàn)室的擴(kuò)建項(xiàng)目，該實(shí)驗(yàn)室作為科思創(chuàng)亞太創(chuàng)新中心的重要組成部分，擴(kuò)建后實(shí)驗(yàn)室面積超過(guò)3000平方米，較之前增加約20%，并配備了先進(jìn)的實(shí)驗(yàn)設(shè)備，其中包括一套用于水性聚氨酯分散體的全新合成裝置，可顯著提升工藝放大、問(wèn)題排查和客戶樣品制備的效率。進(jìn)一步提升為亞太地區(qū)客戶提供創(chuàng)新型產(chǎn)品和解決方案的速度和能力。
Recently, we completed the expansion of our Coatings and Adhesives Laboratory in Shanghai. As an important part of Covestro's Asia Pacific Innovation Center, the expanded laboratory covers an area of over 3,000 square meters, an increase of about 20% compared to before, and is equipped with advanced experimental equipment, including a new synthesis device for waterborne polyurethane dispersions, which can significantly improve the efficiency of process scale-up, troubleshooting, and customer sample preparation. This further enhances our speed and capability to provide innovative products and solutions to customers in the Asia Pacific region.
《中國(guó)涂料》China Coatings
作為為涂料行業(yè)不斷提供創(chuàng)新解決方案的供應(yīng)商，如何看待目前的涂料市場(chǎng)，對(duì)于未來(lái)市場(chǎng)和涂料行業(yè)的發(fā)展有哪些預(yù)期？
As a supplier continuously providing innovative solutions for the coating industry, how do you view the current coating market, and what expectations do you have for the future market and development of the coating industry?
科思創(chuàng) Covestro
2023年至2028年，全球涂料市場(chǎng)的年復(fù)合增長(zhǎng)率約為2.5%（數(shù)據(jù)來(lái)源：S&P Global），亞太地區(qū)特別是中國(guó)市場(chǎng)依然是全球涂料市場(chǎng)發(fā)展的引擎。
中國(guó)涂料市場(chǎng)正處于轉(zhuǎn)型升級(jí)的關(guān)鍵期，即市場(chǎng)從“規(guī)模增長(zhǎng)”向“價(jià)值增長(zhǎng)”轉(zhuǎn)型。未來(lái)行業(yè)的集中度將進(jìn)一步步提高，大型涂料企業(yè)通過(guò)規(guī)模和創(chuàng)新技術(shù)優(yōu)勢(shì)增加市場(chǎng)占有率。而一些細(xì)分市場(chǎng)和新的應(yīng)用場(chǎng)景將帶來(lái)遠(yuǎn)高于行業(yè)增速的發(fā)展收益。敏銳的市場(chǎng)洞察和創(chuàng)新力將幫助企業(yè)在未來(lái)新周期實(shí)現(xiàn)更好的增長(zhǎng)。
科思創(chuàng)正在持續(xù)投入的幾個(gè)領(lǐng)域，它們都有著一些共性，比如效率提升、節(jié)能減排，采用可替代性原材料代替化石基原料，與中國(guó)的“雙碳目標(biāo)”推進(jìn)以及綠色轉(zhuǎn)型的趨勢(shì)緊密相關(guān)，特別是在新能源汽車、新能源、消費(fèi)電子以及建筑等充滿活力的市場(chǎng)領(lǐng)域。
我們相信，通過(guò)不斷創(chuàng)新和堅(jiān)持可持續(xù)發(fā)展，涂料行業(yè)將迎來(lái)更加綠色、高效、智能的未來(lái)。
The global coating market's compound annual growth rate from 2023 to 2028 is about 2.5% (data source: S&P Global), with the Asia Pacific region, especially the Chinese market, remaining the engine of global coating market development.
The Chinese coating market is at a critical period of transformation and upgrading, transitioning from "scale growth" to "value growth." The industry concentration will further increase in the future, with large coating enterprises increasing market share through scale and innovative technology advantages. Some segmented markets and new application scenarios will bring development benefits far higher than the industry growth rate. Market insight and innovation will help enterprises achieve better growth in the new cycle.
Covestro is continuously investing in several areas that share commonalities such as efficiency improvement, energy conservation and emission reduction, and using alternative raw materials to replace fossil-based raw materials, closely related to China's "dual carbon goals" and green transformation trends, especially in industries such as new energy vehicles, new energy, consumer electronics, and construction.
We believe that through continuous innovation and adherence to sustainable development, the coating industry will usher in a greener, more efficient, and smarter future.
《中國(guó)涂料》China Coatings
2025年是“十四五”規(guī)劃收官之年，也是“十五五”規(guī)劃謀篇布局之年。請(qǐng)暢談一下，科思創(chuàng)未來(lái)的發(fā)展愿景。
2025 is the final year of the "14th Five-Year Plan" and the year for planning the "15th Five-Year Plan." Please share Covestro's plan and vision for future growth.
科思創(chuàng) Covestro
中國(guó)作為科思創(chuàng)全球最大的單一市場(chǎng)，占全球銷售額約23%。自2001年起，科思創(chuàng)在中國(guó)的累計(jì)投資已超過(guò)40億歐元，彰顯了對(duì)中國(guó)市場(chǎng)的長(zhǎng)期承諾。
通過(guò)過(guò)去十多年集中的生產(chǎn)能力投資，我們大大加強(qiáng)了中國(guó)和亞太市場(chǎng)可持續(xù)涂料和膠粘劑原材料產(chǎn)品的供應(yīng)和服務(wù)能力，其中包括于2023年竣工的位于科思創(chuàng)上海一體化基地的全新水性聚氨酯分散體（PUD）工廠，2024年投產(chǎn)的位于印度的新三聚體生產(chǎn)裝置，顯著提升本土的供貨穩(wěn)定性和服務(wù)響應(yīng)速度。目前我們?cè)趤喬珔^(qū)銷售的涂料和膠粘劑原材料產(chǎn)品的本土化生產(chǎn)比例已達(dá)75%。更高的本土化程度也為亞太和中國(guó)客戶帶來(lái)了切實(shí)的益處，無(wú)論是產(chǎn)品的供應(yīng)還是競(jìng)爭(zhēng)力。
同時(shí)，推進(jìn)數(shù)字化也是科思創(chuàng)“可持續(xù)未來(lái)”戰(zhàn)略的重要一環(huán)。數(shù)字化正在推動(dòng)我們各個(gè)方面的工作方式變革。依托數(shù)字技術(shù)我們?yōu)榭蛻籼峁└咝ы憫?yīng)的商務(wù)流程和服務(wù)（如線上索樣、訂單查詢和貨物追蹤功能等），提升客戶體驗(yàn)。
在創(chuàng)新方面，我們的數(shù)字化主要圍繞數(shù)字化基礎(chǔ)設(shè)施與核心能力兩大方向展開。在基礎(chǔ)設(shè)施方面，我們的樹脂合成實(shí)驗(yàn)室整合了IoT技術(shù)實(shí)現(xiàn)研發(fā)數(shù)據(jù)自動(dòng)采集，加速了新產(chǎn)品開發(fā)流程；針對(duì)快速迭代的市場(chǎng)需求建立了AI驅(qū)動(dòng)的配方性能預(yù)測(cè)模型，提高了應(yīng)用開發(fā)的效率；并投入了一系列實(shí)驗(yàn)室自動(dòng)化設(shè)備，其中針對(duì)配方的自動(dòng)化工作站近期已經(jīng)進(jìn)入驗(yàn)收階段。在核心能力建設(shè)上，科思創(chuàng)專注于材料與加工模擬，計(jì)算化學(xué)和數(shù)據(jù)科學(xué)等領(lǐng)域。這些舉措使科思創(chuàng)的創(chuàng)新力始終處于行業(yè)領(lǐng)先地位。
展望未來(lái)，科思創(chuàng)的愿景是實(shí)現(xiàn)“全面循環(huán)”，成為低碳材料和循環(huán)經(jīng)濟(jì)領(lǐng)域的領(lǐng)導(dǎo)者。科思創(chuàng)將加大在低碳型技術(shù)、替代性原材料和創(chuàng)新回收工藝等領(lǐng)域的研發(fā)投入。在涂料和膠粘劑領(lǐng)域，我們將推動(dòng)本地創(chuàng)新與全球協(xié)同，推出涵蓋多產(chǎn)品線和技術(shù)體系的低碳型創(chuàng)新涂料和膠粘劑綜合解決方案，助力產(chǎn)業(yè)鏈合作方實(shí)現(xiàn)“近零排放”目標(biāo)，促進(jìn)共贏發(fā)展。
China, as Covestro's largest single market globally, accounting for about 23% of global sales. Since 2001, Covestro's cumulative investment in China has exceeded 4 billion euros, demonstrating its long-term commitment to the Chinese market.
Through concentrated production capacity investments over the past decade, we have greatly strengthened our supply and service capabilities for sustainable coating and adhesive raw material products in the Chinese and Asia Pacific markets. This includes the new waterborne polyurethane dispersion (PUD) plant at Covestro's Shanghai integrated site completed in 2023, and the new trimer production facility in India that started operation in 2024, significantly improving local supply stability and service response speed. Currently, the localization of coating and adhesive raw material products we sell in the region has reached 75%. A higher degree of localization also brings tangible benefits to Asia Pacific and Chinese customers, both in terms of product supply and competitiveness.
At the same time, advancing digitalization is an important part of Covestro's "Sustainable Future" strategy. Digitalization is driving transformation in our way of working across all areas. Leveraging digital technology, we continuously optimize business processes and provide first-class services (such as online sampling, order checking and delivery tracking) to enhance customer experience.
Our digital R&D mainly focuses on two directions: digital infrastructure and core capabilities. In terms of infrastructure, our resin synthesis laboratory has integrated IoT technology to achieve automatic collection of R&D data, accelerating the new product development process; established AI-driven formulation performance prediction models for rapidly iterating market demands, improving the efficiency of application development; and invested in a series of laboratory automation equipment, with the automated workstation for formulations recently entering the acceptance phase. In building core capabilities, Covestro focuses on materials and processing simulation, computational chemistry, and data science. These initiatives keep Covestro's innovation power at the forefront of the industry.
Looking to the future, Covestro's vision is to achieve "comprehensive circularity" and become a leader in the field of low-carbon materials and circular economy. Covestro will increase R&D investment in low-carbon technology, alternative raw materials, and innovative recycling processes. In the coatings and adhesives field, we will promote local innovation and global collaboration, launching low-carbon innovative coating and adhesive solutions covering multiple product lines and technology systems, helping value chain partners achieve "near-zero emission" goals and promoting win-win development.
