The demand for chlor-alkali continues to grow, and industry concentration is expected to further increase

Chlor-alkali, or chlor-alkali industry, refers to the use of electrolysis of saturated NaCl solution to prepare NaOH, Cl2 and H2, and use them as raw materials to produce a series of chemical products.

The upstream of the chlor-alkali industry chain is coal, calcium carbide, raw salt, electricity and other raw materials and energy industries; the midstream is the production of polyvinyl chloride, sodium hydroxide and other products; the downstream is widely used in chemical industry, textile, papermaking, agriculture, printing and dyeing, medicine, metallurgy, etc. field.

According to the “2023-2027 Chlor-Alkali Industry In-depth Market Research and Investment Strategy Suggestions Report” released by the Industrial Research Center, the chlor-alkali industry is It is an important part of the national economy. With the continuous development of our country’s economy, the continuous growth of national disposable income and the continuous enhancement of consumption power, the demand for chlor-alkali will continue to grow, with good development prospects.

From the perspective of regional distribution, as urbanization continues to accelerate, the demographic dividend gradually disappears, labor costs continue to rise, coupled with the continuous introduction of environmental protection policies, the state has strengthened supervision of pollution emissions, and the cost of electricity continues to rise. In order to reduce production, chlor-alkali production enterprises Cost and access to cheaper raw materials are gradually shifting to North China and Northwest China, which are rich in resources, energy and low electricity prices.

Chlor-alkali is a chemical industry with high energy consumption and high pollution. As the country’s emphasis on environmental protection continues to increase, the government has issued a number of policies to raise the industry’s entry threshold, curb the industry’s expansion trend, promote the transformation and upgrading of the industrial structure, and develop in a green and sustainable direction. . In March 2022, six departments including the Ministry of Industry and Information Technology jointly issued the “Guiding Opinions on Promoting the High-Quality Development of the Petrochemical and Chemical Industry during the “14th Five-Year Plan””, proposing that by 2025, the petrochemical and chemical industry will basically form a strong independent innovation capability and structure. With a reasonable layout, green, safe and low-carbon high-quality development pattern, the ability to support high-end products has been greatly improved, the core competitiveness has been significantly enhanced, and solid steps have been taken to achieve high-level self-reliance and self-reliance. As an important part of the chemical industry, chlor-alkali will continue to develop well under the promotion of policies.

Due to the wide application range of chlor-alkali and the variety of products, there are currently a large number of manufacturing companies in my country’s chlor-alkali industry, the industry concentration is not high, and the competition is fierce. However, as the industry continues to develop, backward production capacity will gradually be eliminated by the market, and industry concentration is expected to further increase. . At present, the largest enterprises in the domestic chlor-alkali industry include Xinjiang Zhongtai Chemical Co., Ltd., Inner Mongolia Ordos Resources Co., Ltd., Shaanxi Beiyuan Chemical Group Co., Ltd., Xinjiang Tianye, Inner Mongolia Junzheng Energy and Chemical Group Co., Ltd., Yibin Tianye The original Group Co., Ltd., etc.

Industry analysts said that my country is a major producer and consumer of chlor-alkali. With the opening up of epidemic prevention and control policies, national consumer demand will be further released. , chlor-alkali demand will maintain a growth trend. In the context of increasingly severe environmental protection situations and increasingly fierce industry competition, chlor-alkali production companies need to continuously improve production technology and production efficiency, reduce pollution emissions, and promote the development of the industry in a green, environmentally friendly, and sustainable direction.