Abstract:After years of development, China's thionyl chloride industry has formed a relatively complete industrial chain and large-scale production capacity. As an important organic chemical raw material and intermediate, thionyl chloride has a wide range of applications in pesticides, pharmaceuticals, dyes, electronic chemicals and other fields. With the growth of market demand, Chinese thionyl chloride enterprises continue to expand their production scale and increase production capacity. Some large enterprises have further consolidated their leading position in the industry through new production lines or mergers and acquisitions. With the continuous growth of the market demand in the downstream of the thionyl chloride industry chain, the production capacity of thionyl chloride in mainland China will continue to expand. In the future, the continental thionyl chloride industry will continue to develop towards specialization and refinement, green environmental protection, and technological innovation.
1. Definitions and Classification
Thionyl chloride, also known as thionyl chloride, is a very important inorganic compound with the chemical formula SOCl2, which is miscible in organic solvents such as benzene, chloroform, and carbon tetrachloride. Hydrolysis in case of water, pyrolysis. It is mainly used in the manufacture of acyl chloride, and is also used in the production of pesticides, medicines, dyes, etc. Thionyl chloride is toxic, and contact with the human body may irritate the eyes and mucous membranes, and in severe cases, it may cause burns. Thionyl chloride can be divided into hydrolyzed thionyl chloride and anhydrous thionyl chloride.
Second, industry policies
1. Competent departments and regulatory systems
The competent authorities of the thionyl chloride industry are mainly the National Development and Reform Commission, the Ministry of Industry and Information Technology, etc. The NDRC is mainly responsible for the formulation and implementation of national economic and social development plans, including industrial restructuring, resource conservation and environmental protection policies. In the thionyl chloride industry, the NDRC may be involved in the formulation of industry development plans, price supervision, project approval, etc. The Ministry of Industry and Information Technology is mainly responsible for promoting the development of the industrial economy, including formulating industrial policies, promoting technological progress, and supervising and managing the telecommunications market. In the thionyl chloride industry, the Ministry of Industry and Information Technology may pay attention to the improvement of production technology, the formulation of product quality standards, and the safety production of the industry.
The self-regulatory organization of the thionyl chloride industry is mainly the China Petroleum and Chemical Industry Federation. The China Petroleum and Chemical Industry Federation is responsible for formulating and promoting the standards of the thionyl chloride industry, including product quality standards, production process standards, testing method standards, etc., in order to improve the overall level and competitiveness of the industry. Organize enterprises in the thionyl chloride industry to carry out technical exchanges and experience sharing, and promote technological innovation and progress. Carry out research and analysis on the development of thionyl chloride industry to understand the development trend, market demand and competitive situation of the industry. Establish contacts with foreign counterparts and related organizations to carry out international cooperation and exchanges.
2. Relevant policies
In recent years, the mainland government has introduced many relevant policies to promote the development of thionyl chloride industry, such as the "14th Five-Year Plan" National Pesticide Industry Development Plan, to encourage enterprises to strengthen technological innovation and process transformation, and promote clean, low-carbon and circular pesticide production; Establish and improve the green standard system for pesticides, improve the quality of pesticide products, and promote the green and high-quality development of pesticides. The requirements of clean, low-carbon and circular pesticide production will prompt the thionyl chloride industry to develop more environmentally friendly and efficient products to meet the needs of the pesticide industry. The improvement of pesticide product quality will increase the demand for high-quality thionyl chloride and other raw materials, and promote the development of thionyl chloride industry in the direction of high quality and high added value. The "Guiding Opinions on Promoting the Development of the Energy Electronics Industry" points out that the development of ultra-long-life and high-safety energy storage lithium-ion batteries is supported. Policy support for the development of new lithium-ion batteries will directly increase the demand for high-performance electrolyte materials, and thionyl chloride is expected to grow as a key raw material for the preparation of lithium-ion battery electrolytes such as lithium hexafluorophosphate.
3. Industry barriers
1. Technical barriers
The technical barriers of thionyl chloride industry are mainly reflected in the complexity and technical difficulty of its production process. At present, the production of thionyl chloride mainly adopts sulfur dioxide gas phase method or sulfur trioxide gas phase method, which has high technical requirements in raw material selection, reaction control, product distillation and purification. Especially for the distillation and purification of products, due to the long process and high energy consumption, the requirements for the technical level are more stringent. This technical barrier makes new entrants need to invest a lot of R&D funds and human resources to master and optimize production technology, thus increasing the barrier to entry.
2. Financial barriers
The production of thionyl chloride requires a large capital investment, including the construction of production facilities, the purchase of production equipment, the procurement of raw materials, R&D and innovation, and environmental protection. All of these require enterprises to have strong financial strength and financing capabilities. For new entrants, it is a very difficult task to raise enough money to put it into production in a short period of time. In addition, due to the fierce market competition in the thionyl chloride industry, it is often difficult for new enterprises to obtain sufficient market share and profit returns in the early stage, which requires enterprises to have strong capital reserves and anti-risk capabilities. Therefore, financial barriers are one of the important challenges that new entrants need to overcome when entering the thionyl chloride industry.
3. Environmental barriers
With the improvement of environmental awareness and strict environmental protection policies, the environmental barriers of thionyl chloride industry have become increasingly prominent. The production process of thionyl chloride may produce certain pollutants, such as sulfur dioxide, wastewater, etc., which need to be strictly treated and discharged. New entrants need to invest a lot of money and technology to ensure that the environmental protection standards in the production process are met, otherwise they will face severe penalties and rectification. In addition, the thionyl chloride industry also needs to comply with a range of environmental regulations and standards, which also increases the cost of compliance for new entrants.
Fourth, the industrial chain
1. Analysis of the industry chain
The upstream of thionyl chloride mainly includes raw material suppliers such as sulfur, chlorine (liquid chlorine) and sulfur dioxide, and the main manufacturers of thionyl chloride in the midstream, with domestic production capacity accounting for about half of the global production capacity. The downstream of the industrial chain is mainly used in pesticides, pharmaceuticals, dyes, electronic chemicals, fireproof materials, new energy and other fields.
From the upstream point of view: sulfur, chlorine and sulfur dioxide are the main raw materials of thionyl chloride, and the stability of their supply directly affects the production and cost of thionyl chloride. If the supply of raw materials is insufficient or the price fluctuates greatly, it will lead to an increase in the production cost of thionyl chloride and even affect the implementation of the production plan. Changes in raw material prices have a direct impact on the production cost of thionyl chloride. The production of thionyl chloride requires high quality of raw materials. High-quality raw materials can ensure the production efficiency and product quality of thionyl chloride, on the contrary, low-quality raw materials may lead to problems in the production process, affecting product quality and production costs.
From the downstream point of view: the development status and demand changes of the downstream industry directly determine the market capacity of thionyl chloride. For example, the growth of the pesticide, pharmaceutical, and dye industries will drive the demand for thionyl chloride, and cyclical fluctuations in these industries will also affect thionyl chloride sales. The increase or decrease of downstream demand puts forward the requirements for the production planning and inventory management of thionyl chloride enterprises, and also affects the profitability and investment decisions of enterprises.
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