Business News Agency November 25th In order to improve China's fluorine chemical industry is large but not strong, the production capacity of low value-added products, the Ministry of Industry and Information Technology released on the 24th "hydrogen fluoride industry access conditions" (Draft for Comment). According to industry insiders, this will be the first step in turning the fluorine chemical industry into a “golden industryâ€. Among the listed companies, companies that benefit from the increased concentration of hydrogen fluoride industry are Juhua, San Aifu, and Fluorine.
In the international market, due to its high performance and high added value, the fluorine chemical industry is known as the gold industry, but the profitability of the fluorine chemical industry in China has been relatively bleak.
Chang Yingzhi, a researcher in the chemical industry of China Investment Advisors, believes that the direct cause of this situation is the repeated construction of domestic low-end fluorine chemical product installations. "Some companies have to adopt a low-price competition strategy in order to survive. As a result, the price of fluorine products has fallen, and the profit margins of many fluorine chemical companies have approached the edge of the cost line."
In view of the above situation, the draft of the consultation clearly stated that the total scale of hydrogen fluoride for new production enterprises should not be less than 50,000 tons/year, and the single production capacity of new hydrogen fluoride production facilities should not be less than 20,000 tons/year (except for the production of hydrogen fluoride by comprehensive utilization of resources) ). In addition, the Ministry of Industry and Information Technology has also made many requests in energy conservation and environmental protection.
People in the industry believe that this threshold will keep some companies with no specific strength out of the door, effectively helping the existing industry leaders achieve a transformation from big to strong.
According to report, the upstream of fluorinated workers is fluorite, and fluorite is an important national strategic resource. The development of nuclear power and power batteries are inseparable from the fluorine resources.
In the “Twelfth Five-Year Planâ€, the fluorinated workers will be listed separately as a special plan and will implement mandatory resource integration, so that the relevant companies will focus on the development of lithium hexafluorophosphate as the supporting electrolyte for lithium ion batteries and new types of fluorine-containing intermediates for new pharmaceutical and pesticide products. And other products to achieve industrial transformation and upgrading.
Huachuang Securities believes that, like rare earths, fluorspar is also a strategic resource of the country and it is increasingly scarce. The downstream of rare earths is the military industry, aerospace, etc., and the downstream of the fluorine chemical industry after industrial transformation is emerging industries such as nuclear power and power batteries. Therefore, the fluorine chemical industry is expected to become a true gold industry under policy support.
In the international market, due to its high performance and high added value, the fluorine chemical industry is known as the gold industry, but the profitability of the fluorine chemical industry in China has been relatively bleak.
Chang Yingzhi, a researcher in the chemical industry of China Investment Advisors, believes that the direct cause of this situation is the repeated construction of domestic low-end fluorine chemical product installations. "Some companies have to adopt a low-price competition strategy in order to survive. As a result, the price of fluorine products has fallen, and the profit margins of many fluorine chemical companies have approached the edge of the cost line."
In view of the above situation, the draft of the consultation clearly stated that the total scale of hydrogen fluoride for new production enterprises should not be less than 50,000 tons/year, and the single production capacity of new hydrogen fluoride production facilities should not be less than 20,000 tons/year (except for the production of hydrogen fluoride by comprehensive utilization of resources) ). In addition, the Ministry of Industry and Information Technology has also made many requests in energy conservation and environmental protection.
People in the industry believe that this threshold will keep some companies with no specific strength out of the door, effectively helping the existing industry leaders achieve a transformation from big to strong.
According to report, the upstream of fluorinated workers is fluorite, and fluorite is an important national strategic resource. The development of nuclear power and power batteries are inseparable from the fluorine resources.
In the “Twelfth Five-Year Planâ€, the fluorinated workers will be listed separately as a special plan and will implement mandatory resource integration, so that the relevant companies will focus on the development of lithium hexafluorophosphate as the supporting electrolyte for lithium ion batteries and new types of fluorine-containing intermediates for new pharmaceutical and pesticide products. And other products to achieve industrial transformation and upgrading.
Huachuang Securities believes that, like rare earths, fluorspar is also a strategic resource of the country and it is increasingly scarce. The downstream of rare earths is the military industry, aerospace, etc., and the downstream of the fluorine chemical industry after industrial transformation is emerging industries such as nuclear power and power batteries. Therefore, the fluorine chemical industry is expected to become a true gold industry under policy support.