"Almost everyone is saying that my country's fluorine chemical industry has excess production capacity. Is the fluorine chemical industry excess capacity?" This is the most discussed topic among representatives at the 2023 China Fluorine Chemical New Materials Development Summit. In this regard, many experts said that the situation of overcapacity of low-end fluorine chemicals in my country and dependence on imports of high-end products has not been completely resolved. To change this status quo, not only need enterprises to speed up independent innovation, but also need to strengthen cooperation between the upstream and downstream of the industrial chain.
Current situation: low-end overcapacity, high-end dependence on imports
"Taking fluororubber as an example, a large number of fluororubber products in my country are concentrated in the general-purpose market, with serious excess capacity and low added value, but electronic-grade PTFE (polytetrafluoroethylene), PFA (perfluoropropyl perfluoroethylene) Copolymers of base ether and polytetrafluoroethylene) and other high-end application products, domestic demand can only rely on imports.” said Zeng Benzhong, deputy general manager of Zhonghao Chenguang Chemical Research Institute Co., Ltd. "The domestic quality of liquid-cooled fluorine-containing fluids for data centers is not good enough and needs to be imported in large quantities." Tang Zehua, deputy general manager of Beijing Yuji Technology Development Co., Ltd., also pointed out this fact.
Wu Yongming, a researcher at the Shanghai Institute of Organic Chemistry, Chinese Academy of Sciences, said that among electronic-grade chemicals, low-end products used in the photovoltaic field are currently oversupplied, but ultra-pure products used in advanced semiconductor manufacturing processes are still rarely manufactured in China , and electronic chemical suppliers and chip manufacturers are out of touch with each other, and the coordinated research and development system needs to be strengthened.
They also pointed out the common problems faced by all kinds of fluorine chemicals in my country: in terms of product variety, processing technology, application formula, equipment matching, etc., there is a big gap between domestic enterprises and foreign countries.
Internal repair: change outdated concepts and increase innovation
How to break the above situation? Experts pointed out that it is necessary not only to continue to invest in technological innovation, but also to change the inherent R&D thinking.
"my country is now the world's largest producer and consumer of fluorine chemicals. But we have also gone through decades of technological innovation to enable low-end and mid-end products to go from following to running together." China Fluorosilicon Organic Materials Wu Zhou'an, chief engineer of the Industry Association, said, "If we want to further achieve the goal of running from a tie to a leader, we must increase original innovation. But now our company's investment in scientific research is far from enough." According to statistics, in 2023, my country's fluorine chemical listed companies will develop The proportion of investment exceeding 3% is more than 60%, and that of exceeding 4% is more than 25%. But even so, its absolute investment in scientific research is still lower than that of multinational companies.
"In recent years, many fluorine chemical companies need to consume excess production capacity. Instead of 'shopping' to expand production, it is better to invest more in research and development, and focus on its own development strategy to optimize and strengthen characteristic industries." Wu Zhouan believes , independent innovation does not mean that enterprises must "innovate by themselves", but to promote the efficient function of "industry-university-research-application" as an effective path to strengthen original innovation, and finally realize the innovation chain, technology chain, talent chain, and financial chain "Four Chain Fusion".
Zeng Benzhong added that from the link of "formulation of material development plans in the early stage", it can be seen that foreign companies are good at using databases and simulation prediction methods for customized product development and production; Mainly, with the purpose of benchmarking the performance indicators of foreign samples, it is almost "sample is king". He said that with the continuous deepening and accumulation of domestic understanding of the characteristics of various fluorine materials, Chinese enterprises can also try to open their horizons, learn from ideas, and truly realize original innovation.
External link: Link to the demand side, find the right direction of effort
Currently, fluorine chemical industry is actively entering downstream industries represented by semiconductors, new energy, and modern transportation, and the reform and progress of fluorine chemical industry are reversed based on downstream demand. Lu Jin, executive deputy secretary-general of the China Electronic Materials Industry Association, said that as a downstream industry, she is eager to establish a synergy mechanism with electronic chemical suppliers in the fluorine chemical industry, strengthen the binding of interests and strategic cooperation between the two parties, and improve supporting facilities Supply chain, closely coordinated innovation.
Fluorine-containing electronic gas products need to have less impurities and high purity. Based on this requirement and its own experience in the application of fluorine gas fluorination technology, Cui Wuxiao, chief engineer of Luoyang Senlan Chemical Material Technology Co., Ltd., made suggestions for the purification process: In the purification of electronic-grade fluorine-nitrogen mixed gas, the category and specification of the purifying agent should be carefully selected to remove some non-polar impurities; in the purification of electronic-grade nitrogen trifluoride, the adsorbent should be selected reasonably to improve the purification efficiency and essence. level of security.
Lu Jin said that although there is a lack of large-scale comprehensive fluorine-containing electronic chemicals companies in China, there are also some companies that are emerging in the field of subdivided products. For example, companies such as Parrot and Nanda Optoelectronics have mass-produced some varieties that meet advanced manufacturing processes.
Tang Zehua said that in recent years, his company has made breakthroughs in the manufacture of five-membered ring perfluorocycloolefin liquid cooling fluids. He hopes that in the future, coolant manufacturers will be more linked with downstream, and jointly explore the direction of technological progress in practical applications. (Zhao Xinjie)
微信扫一扫打赏
