Chlor-alkali perfluorinated ion membrane has high technical barriers and my country’s market space is huge

The perfluorinated ion membrane is the core material of proton exchange membrane fuel cells and the chlor-alkali industry. There are performance differences between the perfluorinated ion membrane used in the chlor-alkali industry and the perfluorinated proton exchange membrane used in fuel cells. The chlor-alkali perfluoride ion membrane is a cation-selective permeable membrane that only allows cations such as Na+ and water molecules to pass through, and does not allow other ions to pass through.

Before adopting the ion membrane alkali production process, my country has been using the asbestos diaphragm method to produce alkali. This method has high energy consumption and large carbon dioxide emissions. Compared with the ion membrane alkali production process, the ion membrane alkali production process has obvious advantages in energy saving and environmental protection, and the product quality is better. , is currently the most advanced alkali production technology. The ion membrane alkali production process uses an electrolytic cell to electrolyze concentrated brine to decompose sodium ions to produce sodium hydroxide, which decomposes to obtain chloride ions to form chlorine gas. In the ion membrane alkali production process, the electrolytic cell is the core equipment, and the perfluorinated ion membrane is the core material of the electrolytic cell. Its function is to separate sodium ions and chloride ions.

The technical barriers to chlor-alkali perfluorinated ion membrane are high. Before 2010, only DuPont of the United States and Asahi Kasei of Japan had mass production capabilities in the world, and my country’s demand relied entirely on imports. Imported chlor-alkali perfluorinated ion membranes are expensive and are consumables. The chlor-alkali equipment needs to be replaced every two years, which has a negative impact on the development of my country’s chlor-alkali industry. In June 2010, the chlor-alkali perfluorinated ion membrane independently developed and produced by Dongyue Group was successfully energized for the first time at Huanghua Chlor-Alkali Company of Cangzhou Dahua Group. my country became the third country in the world to have the production capacity of chlor-alkali perfluorinated ion membrane after the United States and Japan. country, driving global chlor-alkali perfluorinated ion membrane prices to fall rapidly.

According to the “In-depth Market Research and Investment Strategy Suggestions Report on the Chlor-Alkali Perfluorion Membrane Industry 2022-2026” released by the Industrial Research Center , the chlor-alkali industry is a basic chemical industry. Its main products include caustic soda and polyvinyl chloride. Caustic soda (sodium hydroxide) is a basic inorganic chemical product. Polyvinyl chloride (PVC) is a general-purpose plastic with an extremely wide range of applications and high demand. my country is the world’s largest chlor-alkali industrial country. As of the end of 2021, my country’s chlor-alkali industrial production capacity is about 42.7 million tons, and there will still be new production capacity in 2022. From this point of view, chlor-alkali perfluoride ion membrane, as an important consumable required for chlor-alkali industrial production, has broad market development space.

The chlor-alkali perfluoride ion membrane produced in my country uses fluorite as raw material. Fluorite is the basis for the development of the fluorine chemical industry and is a non-renewable resource. my country has relatively abundant fluorite resource reserves and high taste. Therefore, it is the world’s largest fluorite producer, accounting for 50% of the world’s total annual output. %above.

Industry analysts said that due to over-exploitation, the reserve-to-production ratio of my country’s fluorspar resources has dropped sharply, and national policies have restricted the protection of non-renewable mineral resources. Intensification has increased. In the past 10 years, my country’s fluorite production has fluctuated greatly, while market demand has continued to grow. The overall fluorite price has been running at a high level, which has affected the cost of the chlor-alkali perfluorinated ion membrane industry. At the same time, in order to limit the development of my country’s local chlor-alkali perfluorinated ion membrane companies and compete for market share, foreign companies have adopted low-price competition strategies. The development of my country’s chlor-alkali perfluorinated ion membrane industry is also facing greater competitive pressure.