Abstract:Fluorine chemical industry is the mainland has the advantage of resources, in recent years, the output of basic and general products of fluorine chemical industry in mainland China accounts for more than 55% of the world, with the continuous improvement of people's living standards and the rapid development of strategic emerging industries, fluorine chemical products with their unique properties, in various application fields and market space continue to expand the application. According to statistics, from 2017 to 2022, the market size of the fluorine chemical industry in mainland China showed an overall growth trend, and the market size of fluorine chemical industry in mainland China reached 58.556 billion yuan in 2022, an increase of 32.26% year-on-year.
1. Definitions and Classification
The fluorine chemical industry is a sub-industry of the chemical industry, which has become an important industry with rapid development due to its wide variety of products, excellent performance and wide application fields. Fluorine chemical products are divided into inorganic fluoride and organic fluoride. Inorganic fluoride refers to non-hydrocarbons containing fluorine elements in fluorine chemical products, which is the basis of the entire fluorine chemical industry, and organic fluoride refers to hydrocarbons containing fluorine elements in fluorine chemical products, mainly including fluoropolymers, fluorine-containing fine chemicals, fluorocarbons and other three categories.
Second, industry policies
In recent years, under the influence of environmental protection policy pressure and technological progress, new technologies and new products in the fluorine chemical industry have been continuously applied. At present, automobile, electronics, light industry, new energy, environmental protection, aerospace and other related industries have an urgent demand for high-performance fluoropolymers, new refrigerants and fluorine-containing fine chemicals, and fluorine chemicals have a broad space for development. The fluorine chemical industry in mainland China mainly includes the "Guiding Opinions on Promoting the High-quality Development of the Petrochemical Industry in the 14th Five-Year Plan", "Catalogue of Encouraged Foreign Investment Industries (2022 Edition)", "Catalogue of the First Batch of Application Demonstration of Key New Materials (2024 Edition)", etc., the fluorine chemical industry has become one of the high-tech industries encouraged by the state and belongs to the development focus of the field of new materials.
Third, the development process
Originated in the 50s of the 20th century, after more than 70 years of development, the fluorine chemical industry in China has formed four major product systems and complete categories: inorganic fluoride, various fluorine-containing refrigerants, fluorine-containing polymer materials and fluorine-containing fine chemicals. Fluorine chemical industry is one of the cornerstones of the high-quality development of the mainland economy, and has become an important part of the national strategic emerging industries, and also provides material guarantee for the development of other strategic emerging industries and the upgrading of traditional industries, which plays a very important role in promoting the structural adjustment and product upgrading of the mainland's manufacturing industry. The fluorine chemical industry in mainland China has gone through five stages: start-up, independent development and growth, all-round development, becoming a major fluorine chemical country, and turning from large to strong.
Fourth, industry barriers
1. Technical barriers
With the continuous deepening and development of the fluorine chemical industry in mainland China to the field of microprocessing, very high requirements have been put forward for the quality level and supply stability of upstream basic fluorine chemical products and fluorides, making the fluorine chemical industry a technology-intensive industry. The production enterprises that can meet the high quality requirements need to have key production technologies, such as separation technology, distillation technology and their supporting automatic control technology, analysis and inspection technology, environmental treatment and monitoring technology, etc., which require enterprises to have strong R&D capabilities and technical application capabilities. The above-mentioned difficulties in production technology constitute obstacles for enterprises to enter the field of fluorine chemicals.
2. Talent and experience barriers
The fluorine chemical industry is a technology-intensive industry, which requires a team of professionals with many years of industry experience to ensure the good operation of the enterprise. Fluorine chemical enterprises need the management team to have an accurate judgment on the development trend of the industry, strict control of the unit consumption of raw materials in the production process, and a good grasp of the operation efficiency of production equipment, the stability of product quality, and the safety of the whole production process. However, at this stage, there is a shortage of high-end talents with the above-mentioned rich industry experience, and the training of mature talents and management teams requires a lot of manpower and material resources, and it takes a long time cycle, which has formed talent and experience barriers for new enterprises entering the fluorine chemical industry.
3. Barriers to capital and scale
Due to the high performance requirements, technical difficulty, and corrosiveness of high-purity fluorine chemical products, the production of fluorine chemical products has higher requirements in terms of safety production, environmental protection equipment, production process system, process control system and R&D investment, and the investment cost of production line construction is high, and the operating cost of the enterprise is also increased accordingly. At the same time, the large-scale production of high-grade products has much higher requirements for equipment, technological processes, plant environmental control, quality inspection, etc. than small-scale production. Therefore, it is difficult to achieve competitive advantages in equipment, R&D and technical services without strong financial strength, which has formed a high barrier to new entrants in the fluorine chemical industry.
In addition, fluorine chemical enterprises need to have more capital investment, expand the scale of production, and master the key technology of using the same raw materials to produce a variety of products to make production relevant. Only with the advantage of scale, can the enterprise realize the scale of production and the serialization of products, so as to ensure the stability of supply to customers and maintain the steady growth of sales. The above-mentioned characteristics of the industry have formed financial and scale barriers for new entrants in fluorine chemicals.
4. Production qualification barriers
The laws and regulations of the People's Republic of China on production safety, the Environmental Protection Law of the People's Republic of China, the Regulations on Safety Production Licenses, the Regulations on the Safety Management of Hazardous Chemicals and other laws and regulations have made strict provisions and specific requirements for the approval and management of relevant environmental protection and safety qualifications of fluorine chemical enterprises. Therefore, whether or not to obtain relevant production qualifications forms a production qualification barrier for new entrants in fluorine chemicals.
5. Customer barriers
The downstream customers of the fluorine chemical industry are mainly well-known chemical groups at home and abroad, which attach great importance to the quality and supply capacity of suppliers, and need to pass strict screening processes such as sample inspection, technical seminars, information feedback, technical improvement, small batch trial work, large-scale supply, and after-sales service evaluation, so once they cooperate with upstream enterprises, they will form a stable cooperative relationship, which will form a higher customer barrier for new entrants.
Fifth, the industry chain
1. Analysis of the industry chain
The upstream of the fluorine chemical industry is mainly raw materials such as hydrofluoric acid, and the downstream is mainly pesticides, pharmaceuticals, dyes, refrigerants and electronic chemicals. High-end fluorine rubber, fluoropolymer, fluorine fine chemicals and other industries have become the key direction of the future development of the chemical industry, and related industries and upstream and downstream industries enjoy a number of national incentive policies. In addition, industries such as fluorine-containing pesticides, pharmaceuticals, and fluorine-containing electronic chemicals are all encouraged by the state to develop industries that are in line with the guidance of national industrial policies. From the perspective of the characteristics of the industrial chain of fluorine chemical industry, starting from fluorite, with the increase of product processing depth, the higher the technical threshold and the higher the added value of the product, the value center of gravity of the fluorine chemical industry is in the middle and lower reaches. Fluorine-containing fine chemicals are high-end products of fluorine chemicals, with the highest added value in the entire industrial chain.
Note: This article is transferred from the Zhiyan Industry Encyclopedia platform, if you need to get more industry information and customized services, you can enter the official website of Zhiyan Consulting to search and view.
Zhiyan Industry Encyclopedia is a production and research tool platform launched by Zhiyan Consulting, which is committed to providing you with a full range of encyclopedic industry information query services. Zhiyan Consulting practices the corporate mission of driving industrial development with information, improves and enriches enterprise methodology, relies on the industry encyclopedia platform to enhance the value of information, and continues to empower industry development and enterprise investment decision-making. As a one-stop systematic research tool for the fluorine chemical industry, the Fluorine Chemical Industry Encyclopedia comprehensively summarizes the knowledge and information of the fluorine chemical industry, covering the definition, classification, policy, industrial chain, competition pattern, development trend of the fluorine chemical industry, etc., and relies on information technology to establish an intelligent interchain industry knowledge graph to provide in-depth insight and comprehensive information for industry research practitioners and relevant investors.
Zhiyan Consulting takes "using information to drive industrial development and empower enterprise investment decision-making" as its brand concept. Provide professional industrial consulting services for enterprises, including high-quality industry research reports, special customization, monthly topics, feasibility study reports, business plans, industrial planning, etc. It also provides weekly/monthly/quarterly/annual reports and customized data such as regular reports, covering policy monitoring, corporate dynamics, industry data, product price changes, investment and financing overview, market opportunities and risk analysis, etc.