The market demand for perfluorosulfonic acid resin is growing, and my country’s market has large room for import substitution.

Perfluorosulfonic acid resin is the strongest solid super acid currently known and has good heat resistance, hot melt processability, chemical stability, mechanical strength and other characteristics. As a green solid acid catalyst, perfluorosulfonic acid resin has excellent performance. In modern industry, perfluorosulfonic acid resin is mainly used to make thin films. Its downstream applications involve water electrolysis for hydrogen production, electrochemical synthesis, gas sensors, and the chlor-alkali industry. , fuel cells and many other fields.

Perfluorosulfonic acid resin was developed by DuPont in the United States in the 1960s. Its preparation raw materials are mainly tetrafluoroethylene and perfluorovinyl ether monomers with sulfonyl fluoride groups. Since tetrafluoroethylene is a high-risk chemical, The production of perfluorosulfonic acid resin is difficult. There are few mass-produced companies in the world, and the production capacity is mainly concentrated in large fluorine chemical companies.

According to the “2022-2026 Perfluorosulfonic Acid Resin Industry In-depth Market Research and Investment Strategy Suggestions Report released by the Industrial Research Center , in the international market, the production capacity of perfluorosulfonic acid resin is mainly concentrated in companies such as DuPont of the United States, Asahi Kasei of Japan, Solvay of Belgium, 3M of the United States, and Gore of the United States. In the domestic market, perfluorosulfonic acid resin manufacturers include Dongyue Group, Shanghai Sanaifu, Juhua Group, etc. However, except for Dongyue Group, most other companies do not have the ability to supply perfluorosulfonic acid resin in batches.

In recent years, benefiting from national policy support and energy structure adjustments, the global new energy vehicle industry has developed rapidly. my country is the largest new energy vehicle market. According to data from the China Automobile Association, in 2021, my country’s new energy vehicle sales exceeded 3.5 million units. , the market share increased to 13.4%. The development of the new energy automobile industry has driven the growth in market demand for proton exchange membrane fuel cells. As a key raw material for proton exchange membrane fuel cells, the demand for perfluorosulfonic acid resin has also maintained rapid growth.

Compared with the United States, Japan and other countries, my country’s perfluorosulfonic acid resin industry for fuel cells started late. Due to limitations in technology, raw materials, transportation and other factors, my country’s perfluorosulfonic acid resin market demand has long been dependent on imports. In recent years, driven by factors such as technological empowerment, policy support, and in-depth research, my country’s perfluorosulfonic acid resin technical level has been significantly improved. Perfluorosulfonic acid resin-related projects under construction have been put into production one after another. The scale of the perfluorosulfonic acid resin industry is increasing. growing. But overall, the existing production capacity is far from meeting the domestic market demand, and my country’s perfluorosulfonic acid resin market still has large room for development in the future.

Industry analysts said that driven by the new energy vehicle market, the market demand for proton exchange membrane fuel cells has grown rapidly, which is why perfluorosulfonate The development of the acid resin industry provides broad room for growth. Due to the difficulty of production and the late start of the domestic market, my country’s current supply capacity of perfluorosulfonic acid resin is insufficient, and market demand relies on imports. In the future, there will be greater room for domestic substitution of perfluorosulfonic acid resin.