China's "heavy fertilizer light" of the historical background of the phosphorus chemical industry in energy conservation, recycling economy and other aspects of popular criticism. With China's phosphate rock resources dwindling due to extensive production, the sustainable development of phosphorus chemical industry is facing enormous challenges. Forward-looking industry Institute of phosphorus chemical industry researcher Song Zhen Rain said, of phosphorus chemical industry needs to change in the concept of "heavy fertilizer light of" the premise of satisfying the domestic fertilizer demand focus support fine phosphorus chemical industry and other non-fat industry development, promote phosphorus chemical industry to the fine, dedicated and high-end direction.
Have mine electric phosphorus integration companies in the industry with a strong competitive edge, unreasonable product structure, high degree of refinement enterprises facing severe competition situation, the obvious trend of industry mergers and acquisitions.
Phosphorus chemical industry development dilemma
Phosphorus chemical industry is composed of phosphoric acid, intermediate raw material of yellow phosphorus, phosphate, phosphate, phosphide and other industries, is essential in all fields of the national economy, the basic raw material industry, including two sub-sectors of phosphate and phosphate.
In China, about 71% of the phosphate rock used in phosphate fertilizer production. Due to the lower fertilizer production threshold, the industry has enjoyed for a long time the national special tariffs, agriculture subsidies and other preferential policies, China's phosphorus chemical industry "heavy fertilizer light" tendency. According to statistics, as early as in 2009, China's phosphate fertilizer production capacity has reached 20 million tons, with yields of about 14 million tons; hundreds of fine phosphorus chemical product varieties, only 12 million tons of production capacity, the production of about 800 million tons.
Domestic phosphate fertilizer products had to achieve self-sufficiency, and serious excess production, had flocked exports; while a large number of high-end fine phosphorus chemical products they need high-priced imports. More serious is the heavy fertilizer light industry positioning of the phosphorus chemical industry, energy conservation, recycling economy and so under great pressure. With China's phosphate rock resources are dwindling due to extensive production and sustainable development of phosphorus chemical industry is facing enormous challenges.
The forward-looking industry Institute recently released the "2012-2016 China's phosphorus chemical industry strategic planning of the depth of research and investment analysis report" shows that phosphorus reserves in China is relatively rich, second only to Morocco in second place, but the uneven distribution of phosphorus resources availability of reserves, mainly phosphorus resources, especially high-grade ore, concentrated in five provinces in the northern and eastern regions of Yunnan, Guizhou, Hubei, Hunan, Sichuan less formation rely cloud, your E three provinces and supply situation in the country.
Domestic phosphate rock resources, however, did not get a reasonable use of one, still exist in the mining abandoning the poor to the rich mining resources are wasted, like mining process backward, wasting, severe pollution and poor working conditions; in phosphorus resource use different grade phosphate price gap is small, leading to free and low-grade ore also use high-grade, did not do excellent use of the excellent ore, low grade ore enrichment utilization, resulting in secondary waste resource utilization; three phosphorite associated resources, such as iodine, fluorine, silicon, magnesium recycling and the use of technology is still in the initial stage.
There is no denying that the of domestic phosphorus chemical industry phosphate rock - basic products - downstream products of phosphorus chemical industry chain has been formed. But the three main components of the development is still not coordinated. Not only phosphate mining is more dispersed, the need to integrate the phosphorus chemical products in the Fine rate is not high, the industry chain is shorter, has not yet reached the recycling economy development model.
In addition, the "three wastes" treatment in the the phosphorus processing production process to be further improved and comprehensive utilization, such as yellow phosphorus production byproduct comprehensive utilization rate is low, exhaust utilize less than 1/3 of the total, has taken advantage of the very most also only used as fuel, the production of high value-added carbon deep purification chemicals needed industrialization inspection. "Three wastes" treatment in work production process is imperfect, will directly endanger the ecological environment.
Most important, China's phosphorus chemical enterprises, but the average small-scale factory point spread, the prevalence of extensive management, low level of technology, marketing ability and poor, especially in the western small and medium-sized enterprises, the lack of the necessary research and development means of market information problems and slow development. In addition, the new product development R & D path length, if successfully developed, tend to form other companies rush into mass action, product quality fish, affecting the normal development of the industry. R & D and technological innovation capacity has become the phosphorus chemical enterprises in the way of a divide.
In summary is not difficult to see that the vastly disproportionate power status of China's phosphorus chemical status and phosphorus resources, phosphorus chemical industry as a whole needs to be improved.
Refinement and integration is the future
China is a big country, but the world's phosphorus chemical production capacity and output growth is mainly concentrated in the basic and generic products, high-end, fine, the lack of a dedicated product development, is still dependent on imports. In order to optimize the structure of phosphorus chemical industry, the state has adopted a series of policies to encourage the phosphorus chemical industry to high scientific and technological content, good economic returns, low resources consumption, little environmental pollution and safeguard the health of road development, security, the future of higher value added products, and vigorously the development of fine phosphorus chemical will become the inevitable trend of development.
Unlike phosphate fertilizer, industrial grade phosphoric acid, phosphorus chemical products facing the national macro-control, exports limited, fine phosphate products belonging to a range of countries to encourage their little set the probability of tariff barriers; and restriction of phosphate exports to stabilize domestic phosphate rock the availability and price will enhance gross margin.
The forward-looking industry Institute of phosphorus chemical industry researcher Song Zhen rain phosphorus chemical production line, fine phosphorus chemical industry development through organic phosphorus and phosphate are two paths.
In terms of organic phosphorus, market research and development of organic phosphorus compounds are widely used in the pharmaceutical and electronics industries. In the field of medicine, the study shows that the phosphorus-containing drugs in antibacterial anti-viral, anti-parasitic anti-tumor, anti-inflammatory analgesic and neurological, cardiovascular drugs have important applications, such as meat, alcohol the phosphorus ester is a treatment for chronic ischemic heart disease new cardiac drugs. In the electronics industry, with the increase of the amount of lithium-ion batteries and lithium-ion battery manufacturers have been put into the the lithium hexafluorophosphate market demand will continue to expand. In addition, the development of other sectors also increased the demand of various organophosphorus intermediates and additives.
Phosphate product research and development is the the another fine phosphorus chemical expansion mainstream direction. Phosphate flame retardants, antioxidants, water treatment chemicals, textile auxiliaries, fuel additives, food additives, pharmaceuticals and pesticides widely used in areas of production, development prospects, currently the world's phosphate production capacity of over 20 million tons / years, the annual growth rate of 3%.
In recent years, China's food-grade phosphoric acid consumption showed a steady growth in future demand growth is expected to reach about 15%. At the same time, to benefit from the rapid development of China's IT and electronics industry, there will be significant growth in the amount of electronic grade phosphoric acid.
In the future, with the international phosphorus chemical industry chain transfer to China, our phosphate product development should focus on the global market, focusing on development in the growing demand of the product, such as food-grade phosphate phosphorus flame retardants, phosphorus-based pharmaceutical grade electronic grade chemicals, metal phosphide, organic phosphorus compounds. At the same time, the development of the of phosphate development of new materials, environmental protection, medicine, food and other competitive industries and emerging industries want to combine good job matching services for the development of these industries.
Song Zhen Rain pointed out that due to the phosphate rock occupy a larger proportion of the product cost and the price of electricity, and in phosphorite resource prices, electricity supply, national policy limit and many other factors, with the integration capacity in the phosphorus chemical industry enterprises will is the inevitable trend of future development of phosphorus chemical industry.
Specifically, the enterprises to the upper reaches of the integration process will be able to withstand the pressure brought about by the growth in upstream costs and downstream integration process to enable businesses to achieve technological upgrading, to avoid the risk of national policy. Thus, the process of integration of the phosphorus chemical enterprises will enable enterprises in a good position in the competition.
Forward-looking industry Institute of phosphorus chemical industry research group analysis, have mine electric phosphorus integration business has a strong competitive edge, unreasonable product structure, high degree of refinement enterprise is facing severe competition in the industry the obvious trend of mergers and reorganizations.
