Domestic ultrapure ammonia companies continue to rise, and the localization process in the future market is expected to continue to accelerate.

Ultra-pure ammonia refers to ammonia with a purity of 99.9999% (6N) and above. It is a colorless, toxic, flammable, corrosive liquefied gas and belongs to one of the subcategories of special gases. The main production processes of ultrapure ammonia include adsorption method, low-pressure distillation method and medium-pressure distillation method. Among them, the medium-pressure distillation process is a type of production process with higher advantages. It refers to a method in which the raw material ammonia is pressurized into the distillation tower through a pump, and ultra-pure ammonia is produced under appropriate pressure and temperature conditions in the distillation tower. It has operational characteristics. It has the advantages of stability, low moisture content, high output rate, and low operating cost, but has higher operating requirements.

Ultrapure ammonia has a wide range of applications. In the field of optoelectronic materials, ultrapure ammonia is an important basic material for the preparation of GaN (gallium nitride) using new vapor phase epitaxial growth technology. It is widely used in LEDs, liquid crystal panels, radio frequency amplifiers, power devices and other scenarios. ; In the field of chemical industry, ultrapure ammonia is the basic material for preparing nitrogen trifluoride and silicon nitride, and is mainly used in metallurgy, machinery manufacturing, industrial valves and other scenarios; in addition, in the fields of semiconductors, photovoltaic cells, integrated circuits and other fields, ultrapure ammonia Ammonia has great application prospects.

In recent years, driven by the rapid development of domestic semiconductor, LED and other industries, ultrapure ammonia, as a type of special gas with good performance and high purity, has seen increasing market demand and increasing production. According to the “2023-2027 Ultrapure Ammonia Industry Market In-depth Research and Investment Prospects Forecast Analysis Report” released by the Industrial Research Center, In 2021, my country’s ultrapure ammonia production has exceeded 100,000 tons, a year-on-year increase of 15.2%. At the same time, with the continuous emergence and development of domestic high-tech industries, the market demand for ultrapure ammonia continues to escalate. The market demand for higher-purity ultrapure ammonia, such as 7N ultrapure ammonia, continues to increase, and the industry shows good development prospects.

Ultrapure ammonia is a technology-intensive industry with high industry entry barriers. For a long time, the domestic ultrapure ammonia market has been dominated by leading foreign companies. Major companies include Linde Gas, Air Liquide, Sumitomo Refining, and Showa Electricians, etc., have a low degree of localization. However, in recent years, under the background of the continuous rise of local enterprises, the domestic substitution process in the domestic ultrapure ammonia market has been accelerating. The main local enterprises include Jinhong Gas, Jianye Microelectronic Materials, Jiuce Gas, Sanan Gas, Xiangneng Semiconductor Gas, Dalian Collide et al.

Industry analysts said that Jinhong Gas is currently the leading company in the domestic ultrapure ammonia market. According to its corporate annual report data, the 2021 annuity Hong Gas achieved revenue of 1.74 billion yuan, a year-on-year increase of 40.1%, and its current annual production capacity of ultra-pure ammonia products has reached 8,500 tons. At present, there is a large space for domestic substitution in the domestic ultrapure ammonia market. In the future, under the background of the continuous improvement of the technology of leading local companies, the level of localization in the market is expected to continue to improve, and the industry has huge development potential.