Reviewing the development of China's fluorine chemical industry in 2023, the annual production capacity is concentrated and released, the industry investment continues to grow, the market competition is fierce, and the profit level of enterprises drops sharply. Under this background, the reporter learned from the China Fluorine Chemical Industry Conference held in Hangzhou on May 24 that fluorine-containing fine chemicals with high technical content and high added value are gradually entering the vision of enterprises. Su Qin, secretary general of the Organic Fluorine Professional Committee of China Fluorosilicon Organic material Industry Association, found that in recent years, new energy materials have become the main force in the expansion of fluorine chemical products, and there are relatively many expansion projects of fluoropolymers and fluorine-containing fine chemicals.

Zhao Liqun, a professor-level senior engineer and deputy director of the Chemical Industry High-end Development Research Center of the Petroleum and Chemical Industry Planning Institute, said that in foreign countries, fluorine-containing fine chemicals are the fluorine materials with the largest proportion of output value. In 2023, the output value of fluorine-containing fine chemicals in the United States, Western Europe and Japan reached 12.9 billion US dollars. It is estimated that the demand for fluorinated pharmaceutical intermediates and fluorinated pesticide intermediates abroad will grow at an average annual rate of 4.9% in the next five years.

Based on the Chinese market, Suqin believes that fluorinated liquid is becoming the "new favorite" of fluorine-containing fine chemicals in China. "fluorinated liquid has excellent performance and is the most ideal immersion coolant for data centers, which is expected to bring new increments to the industry." She said that in 2025, China's fluorinated liquid consumption may exceed 30, 000 tons, and the market is expected to exceed 4.5 billion yuan. At present, Juhua, Heisford, Yongtai Technology and other companies have been producing hydroflurane, perfluorinated polyether, perfluoroolefin three mainstream products.

Qing Shengbo of Shanghai Yuji Saifu Technology Co., Ltd. also said that liquid cooling takes advantage of the high thermal conductivity and heat transfer characteristics of liquids, and reduces process energy loss by shortening the cooling chain, thus achieving an excellent energy saving effect of PUE (data center energy utilization efficiency) less than 1.25. Among them, the immersion liquid cooling technology has more advantages than spray liquid cooling and cold plate liquid cooling in dealing with the extreme heat dissipation challenges of edge nodes. At present, fluorocarbon and silicone coolants occupy a certain market share in the field of immersion liquid cooling in data centers, and each has its own advantages and disadvantages.

In terms of fluorine-containing special gas, Bai Zhanqi, a professor-level senior engineer in Hangzhou Fluochuang Technology Co., Ltd., said that fluorine-containing electronic special gas is one of the main varieties of electronic special gas used in the pan-semiconductor industry, accounting for a large proportion. Taking the electronic special gas nitrogen trifluoride with the largest market capacity as an example, he estimates that the global demand for products is about 50,000 tons, while China's demand is nearly 20,000 tons. "in the future, fluorine-containing special gas should be developed to the trend of excellent performance, high purity and high purity, environment-friendly, high utilization rate and wide range of new applications." "only high-quality products will bring high benefits to enterprises," he said. "

"Fluorine materials usually have extremely low surface energy, excellent thermal stability, oil resistance and wear resistance, and play an indispensable role in many high performance applications because of their unique chemical and physical properties." Professor Nanjing University of Science and Technology Zhou Lu concluded. This view has also been confirmed by a number of experts attending the meeting.

Zheng Wenhui, a professor at Wuxi Research Institute of Harbin Institute of Technology, said that through the introduction of fluorine, fluorinated epoxy resin has better adhesion, extreme chemical resistance, high temperature resistance and other special properties than epoxy resin. it has a great application prospect in high-precision fields such as electronic and electrical industry. The global market size of adhesives is about 42.8 billion yuan in 2022 and is expected to reach 12.1 billion US dollars by 2033. The market outlook is still very optimistic. Xiao Wangyi, a professor at Sanming College, also said that the application of fluorine-containing functional auxiliaries to leveling agents can make the products more flat and glossy.

In the field of new energy, Fang Zhiwen, general manager of Shandong Chongshan Optoelectronic Materials Co., Ltd., and Li Jingdu, senior engineer of Zhejiang Chemical Research Institute Co., Ltd., mentioned that "stability and safety" make fluorine-containing materials highly sought after. Fluorinated carbon can be used as the cathode material of battery, which has the advantages of high energy, low self-discharge rate, safer and more environmentally friendly, and the use of fluorine-containing additives can effectively improve the low temperature performance, oxidation resistance, flame retardancy and wettability of the electrode. with the continuous development and growth of lithium battery market, related fluorine materials have a wide application space.

It is worth mentioning that although the market prospect of fluorine materials is promising, its investment development needs to be in line with the development law of market demand, so as to avoid fierce homogenization competition due to excessive supply-side investment. In addition, green, high-quality, specialized and intelligent can have vitality and competitiveness. Source: Sinochem New Network