Refrigerant structure will speed up adjustment of fluorine chemical industry or welcome policy development

　　New chemical materials will be included in the 12th Five-Year Plan of the chemical industry and will focus on the development of six major varieties, including engineering plastics, special rubber, high-performance fibers, organic fluorine materials, silicone materials, biodegradable plastics. The total annual output value of new chemical materials will reach 350 billion yuan. Among them, by 2015, the target output value of organic fluorine materials will reach 30 billion yuan. Organic fluorine industry will accelerate structural adjustment, the proportion of PTFE in total fluoropolymer will be reduced from 90% to below 75%; HCFC in refrigerant will be reduced from 70% to below 50%; HFC consumption in refrigerant will be increased from 30% to more than 50%; and key construction including special high-quality refrigerant will be focused on. Polytetrafluoroethylene, high performance fluororubber, polyperfluoroethylene acrylic resin, new ODS substitutes, electronic grade fluorine-containing fine chemicals and fluorine-containing surfactants and other products. In the whole industry chain, domestic enterprises have a certain competitiveness in the low-end products close to raw materials. In the high value-added, processing depth and high technical requirements of the product field, basically occupied by foreign enterprises. Hydrofluoric acid is the basic chemical material for the production of fluorinated chemical products including inorganic fluoride salts, refrigerants, fluorinated polymer materials, etc. It is also the lowest end of the fluorinated chemical industry chain with the least gold content. In 2008, China's capacity of hydrofluoric acid reached 1 million 30 thousand tons, accounting for about 50% of the world's total production capacity of hydrofluoric acid. Hydrogen fluoride, chlorine (bromine) fluorocarbons and their substitutes are currently the main products of refrigerants, namely ODS substitutes. Among them, R22, which has entered the phase-out phase of the Montreal Agreement, is still the main refrigerant refrigerants in the world. In 2008, China's R22 production capacity reached 700,000 tons, accounting for 71% of the world's total capacity, and R22 substitutes in 2008 The capacity is about 500 thousand tons, accounting for about 43.5% of the world's total ODS capacity. It can be said that China is quite competitive in this field of ODS substitutes. However, there is still a considerable gap between China's fluorinated chemical industry and other countries in the same field in the world in terms of high-end fluorinated polymer materials with higher technology content. According to refrigeration express reporter understanding, the current application of fluorinated polymer materials are mainly fluorinated resins, fluorinated rubber. In 2008, China's fluorine-containing resin production capacity was about 55,000 tons, accounting for only 25.6% of the world's total fluorine-containing resin production capacity; fluorine-containing rubber production capacity was 10,000 tons, accounting for about 37% of the world's total production capacity. Although China has a certain production capacity in fluorine-containing polymer materials, fluorine-containing polymer materials in China, such as PTFE-containing fluorine-containing resins and fluorine-containing rubber, are still difficult to meet the requirements of high-end fluorine-containing polymer materials in terms of production and product quality. The products of fluorinated polymer materials made in China still mainly meet the demand of general and primary fluorinated polymer materials. Although China's fluoride chemical production capacity accounts for a considerable proportion of the world's fluoride production capacity, but because China's fluoride chemical products are mostly concentrated in low-value-added areas, China's fluoride production value accounted for the world's fluoride production value is still relatively low. According to statistics, the total sales value of fluorinated chemical products in China's entire industrial chain from fluorite to fluorinated fine chemicals in 2008 was only about 3 billion US dollars, accounting for only 18.8% of the world's total sales value of fluorinated chemical products. Undoubtedly, for China's fast-growing fluorine chemical market, especially for high-end fluorine-containing polymer materials and high-end fluorine-containing fine chemical materials, China's current development status of fluorine chemical industry can not meet the needs of China's market, China's fluorine chemical industry in the field of high-end fluorine chemical industry will still have greater development space. Between. The focus of the new fluorine chemical materials proposed in this plan is to adjust the industrial structure of fluorine chemical industry, compress the production capacity of fluorine chemical industry at the middle and low end, encourage the research and development of high-end fluorine chemical materials, and improve the production capacity of high-end fluorine-containing polymer materials and high-end fluorine-containing fine chemical products. New materials for fluorine chemical industry will usher in a historical opportunity for policy development. At present, the hydrofluoric acid producers gathered in the low-end of fluorine chemical industry or more than 1000, the annual total production capacity or has exceeded 1.4 million tons, the annual total output of only 700,000 tons, exports more than 100,000 tons annually, in fact, the domestic hydrofluoric acid has been overcapacity situation, the future production and development of hydrofluoric acid has received today. Restricted by the "Fluorite Access Conditions" and other documents issued in 1998, hydrofluoric acid production will continue to be concentrated in the future.