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中国氟硅酸钠化工行业:2016年度重要政策影响
- 2019-07-09-

        2017年开春之际,西美CCM特别整理了中国氟化工行业在刚过去的2016年中所面临的重要政策影响,主要包括:萤石资源税改革、含氟制冷剂替代、贸易反倾销和产业发展规划。
一、萤石资源税改革

        2016NIAN7YUE1RI,YINGSHIZIYUANSHUIZHENGSHIYOUCONGLIANGJIZHENG(20YUAN/DUN)BIANWEICONGJIAJIZHENG,SHUILVFUDUWEI1–6%;JISHUIYIJUJIANGYOUYUANKUANGXIAOSHOULIANG,DIAOZHENGWEIYUANKUANGHEJINGKUANG(HUOYUANKUANGJIAGONGPIN)DEXIAOSHOUE。

TONGSHI,GUOJIAZHENGFUBUMENHAIJIANGQUANMIANQINGLIKUANGCHANZIYUANXIANGGUANSHOUFEIJIJIN,YIJIJIAQIANGSHUISHOUYOUHUIZHENGCE。XIMEICCMRENWEIZHEIJIANGYOULIYUJIANQINGGUONEIYINGSHIQIYEFUDAN,ZHULIYINGSHISHICHANGHUINUAN。

二、含氟制冷剂替代

        2016NIAN1YUE,ZHONGGUO2016NIANQINGLVFUTING(HCFCs)SHENGCHANPEIEHESHIYONGPEIEZHONGXINFENPEIXIAFA。JIAO2015NIANTONGBIXUEJIAN10%BUTONGDESHI,XIMEICCMFAXIAN2016NIANDEGUONEIHCFCsSHENGCHANPEIEYU2015NIANCHIPING。QIZHONG,ERFUYILVJIAWAN(HCFC-22)、YIFUERLVYIWAN(HCFC-141b)、FUGUISUANNADESHENGCHANPEIEFENBIEWEI274,279DUN、66,313DUNHE22,845DUN。

        BUGUO,2016NIANZUOWEIZHONGGUOHCFCsDIERJIEDUANTAOTAIGUANLIGONGZUODEKAIDUAN,GUOJIAJIANGYAOZAIWEILAIWUNIANNEIDACHENGTAOTAI35%DEMUBIAO,KEYUJIANSHENGCHANPEIECHIPINGZHISHIZANSHIDE。

        ERSHIYONGPEIEFANGMIAN,2016NIANZHILENGKONGDIAOXINGYEHEJUANZHIPAOMOXINGYEDESHIYONGPEIEZEJIAO2015NIANSHIJIANSHAOJIAODUO:

        -ZHILENGKONGDIAOXINGYEDEHCFC-22SHIYONGPEIEWEI67,059DUN,TONGBIJIANSHAOLE8.83%

        -JUANZHIPAOMOXINGYEDEHCFC-141bSHIYONGPEIEWEI2,665DUN,TONGBIJIANSHAOLE27.25%

        2016NIAN8YUEDI,HUANJINGBAOHUDUIWAIHEZUOZHONGXIN(FECO)FABULEXINBAN《QINGLVFUTING(HCFCs)ZHONGDIANTIDAIPINTUIJIANMULU(DIYIPI)》(ZHENGQIUYIJIANGAO)。GENJUGAIYIJIANGAO,XIMEICCMRENWEIZIRANGONGZHIZHILENGJIJIANGHUIZAIWEILAIDEHCFCsTIDAIDAOLUSHANGZHANZHUDAODIWEI,BAOKUOBINGWAN(R290)、YIDINGWAN(R600a)、ERYANGHUATAN(R477)、AN(R717)HEHUANWUWANDENG。

        2016NIAN10YUE10RI,《MENGTELIERYIDINGSHU》DI28CIDIYUEFANGHUIYIZAILUWANGDASHOUDOUJIJIALIZHAOKAI,HUISHANGGEDAIBIAOSHANGYIBINGTONGGUOLEGUANYUXUEJIANQINGFUTING(HFCs)DEYIDINGSHUXIUZHENGAN。

        XIMEICCMRENWEI,BENCIXIUZHENGANHUODETONGGUO,ZESHIWEIGUONEIHFCsXINGYEQIAOXIANGLEJINGZHONG。GUONEIHFCsSHENGCHANCHANGSHANGXUJIASUXIANYOUCHANNENGYOUHUA、TAOTAIXIANZHICHANNENG,SHIXIANJIANGBENZENGXIAO;JIADADUIXINXINGTIDAIPIN:QINGFUXITING(HFOs)DEYANFATOURUDENG,JIANGCHENGWEIHOUQIFAZHANDEZHONGZHONGZHIZHONG。TONGSHI,KEYUJIANZIRANGONGZHIZHILENGJIJIANGYIJUNTUQI,ZAIWEILAIJINIANNEIBUDUANCANSHIHFCsDESHICHANGFENE。

        2016NIAN11YUE27RI,《MENGTELIERYIDINGSHU》DUOBIANJIJINZHIWEIHUIDI77CIHUIYIZAIJIANADAMENGTELIERSHIZHAOKAI。ZHONGGUOTIJIAODESIGEQINGLVFUTING(HCFCs)XIAOFEIXINGYE(GONGSHANGZHILENGKONGDIAOXINGYE、FANGJIANKONGDIAOQIXINGYE、JUANZHIPAOMOXINGYEHEJICHUJUBENYIXIPAOMOXINGYE)DEDIERJIEDUANTAOTAIGUANLIJIHUAJUNHUOPIZHUNTONGGUO。

        ZHEIZAIJIASHANGDI76CIHUIYISHANGHUODEPIZHUNDEZHILENGWEIXIUXINGYEHEQINGXIXINGYEJIHUA,WOGUOHCFCsDIERJIEDUANTAOTAIGUANLIJIHUAJIANGHUODEDUOBIANJIJINZIZHUJINECHAOGUO5YIMEIYUAN。

三、贸易反倾销

        2016NIAN8YUE5RI,MEIGUOGUOJIMAOYIWEIYUANHUI(USITC)XIANGMEIGUOSHANGWUBU(USDC)FASONGLEGUANYUZHONGGUOQINGFUTING(HFCs)(HUNHEWUJIQICHENGFEN)FANQINGXIAOANJIANDEZUIZHONGCAIDINGJIEGUO。

        QIZHONG,USITCDUIJINKOUZIZHONGGUOHFCHUNHEWUZUOCHUFANQINGXIAOCHANYESUNHAIKENDINGXINGZHONGCAI;DUIHFCDANTICHENGFENZUOCHUFANQINGXIAOCHANYESUNHAIFOUDINGXINGCAIDING。

        YINCI,MEIGUOJIANGHUIZAIHOUQIDUIZHONGGUODEHFCHUNHEWUZHIXINGFANQINGXIAOGUANSHUIDEZHENGSHOU,ERDUIHFCDANTICHENGFENZEBUZHIXING。

        HFCHUNHEWUBAOKUO:R404A(YOUWUFUYIWAN(HFC-125)/SANFUYIWAN(HFC-143a)/1,1,1,2-SIFUYIWAN(HFC-134a)HUNPEIERCHENG)、R407A(YOUERFUJIAWAN(HFC-32)/HFC-125/HFC-134aHUNPEIERCHENG)、R407C(YOUHFC-32/HFC-125/HFC-134aHUNPEIERCHENG)DENG;

        HFCDANTICHENGFENBAOKUO:HFC-32、HFC-125、HFC-143aDENG

        2016NIAN9YUEDI,USDCDUIJINKOUZIZHONGGUODE1,1,1,2-SIFUYIWAN(HFC-134a)ZUOCHULEFANQINGXIAOKENDINGXINGCHUCAI,QINGXIAOFUDUWEI137.23–188.94%。DANSUIHOUDAO2016NIAN12YUE,USDCDUIJINKOUZIZHONGGUOHFC-134aDEFANQINGXIAOCHUCAIJIEGUOJINXINGLEXIUGAI:QUANBUZHONGGUOCHUKOUSHANG/SHENGCHANSHANGDEJIAQUANPINGJUNQINGXIAOFUDUJUNDIAOSHENGWEI232.30%。

        TONGSHI,YUJIUSDCJIANGYU2017NIAN2YUEGONGBUFANQINGXIAOZHONGCAIJIEGUO,ERUSITCZEHUIZAI2017NIAN3YUEZUOCHUCHANYESUNHAIZHONGCAI。

        XIMEICCMRENWEIBENCIHFC-134aFANQINGXIAOANJIAN,ZHONGGUORENGYOUJIAODADEXIWANGSHIXIANSHENGSU。YIFANGMIANSHIJIYUCIQIANSHENGSUDEJINGYAN,YOUZHUYUGUONEIHFC-134aCHANGSHANGGENGHAODIYINGDUIBENCISUSONG;LINGYIFANGMIANSHIJIEHEJINNIANGUONEIHFC-134aSHICHANGXINGQINGHUINUAN,HUIGENGJIANDINGYENEICHANGSHANGTUANJIEYIZHI、JIJIYINGSUDEJUEXIN。

四、产业发展规划

        2016NIAN8YUE,WOGUOFUHUAGONGXINGYE“SHISANWU”GUIHUAQUELILEXINGYEMUBIAO:WEILAIWUNIANSHIWOGUOFUHUAGONGXINGYEZHUANXINGSHENGJIDECHONGCIJIEDUAN,QUANXINGYEJIANGZENGQIANGZIZHUCHUANGXINNENGLI,TISHENGXINGYEZHENGTIJISHUSHUIPING,FAZHANGAODUANCHANPIN,YANSHENCHANYELIANTIAO,LIZHENGDAO2020NIANCHENGWEICHANYEJIEGOUGENGJIAHELI、FAZHANHOUJINGHEFENGXIANYINGDUINENGLIDAFUZENGQIANGDEFUHUAGONGQIANGGUO。

        TEBIEDI,XIAYOUQICHE、DIANZI、QINGGONG、XINNENGYUAN、HUANBAO、HANGKONGHANGTIANDENGXIANGGUANCHANYEDUIGAOFUJIAZHI、GAOXINGNENGHANFUHUAXUEPINXUQIUPOQIE,BAOKUOZHONGGAODUANHANFUJUHEWU、XINXINGZHILENGJI(QINGFUXITING(HFOs)XILIE)、HANFUJINGXIHUAXUEPINHEHANFUTULIAOCUNZAIJIAODADEFAZHANKONGJIAN。

        2016NIAN10YUE18RI,ZHONGGUOGONGXINBUZHENGSHIFABULE《SHIHUAHEHUAXUEGONGYEFAZHANGUIHUA(2016–2020NIAN)》。QIZHONG,XIMEICCMTEBIEGUANZHULEHUAGONGXINCAILIAOCHUANGXINFAZHANFANGMIANSHEJIFUHUAGONGXINGYEDENEIRONG,ZHONGDIANXINXIRUXIA:

        1、 FUGUICAILIAOXINGYETUIJINBENJIYOUJIGUIDANTICHANYEHUAJINCHENG;ZHONGDIANFAZHANGAODUANFUGUISHUZHIHEXIANGJIAO、HANFUGONGNENGXINGMOCAILIAOHEGAOPINZHIFUGUIJINGXIHUAXUEPIN(GAOCHUNDIANZIHUAXUEPIN)、FUGUIBIAOMIANHUOXINGJI、FUGUIZHONGJIANTIDENG);JIAKUAIFAZHANDIQUANQIUBIANNUANQIANNENGZHI(GWP)DEXIAOHAOCHOUYANGCENGWUZHI(ODS)TIDAIPIN

        2、 GONGNENGXINGMOCAILIAOXINGYEFAZHANZHONGGAODUANLIDIANCHIGEMO、RUANBAOZHUANGMOCAILIAO、JUFUYIXI(PVF)HEJUPIANFUYIXI(PVDF)BEIBANMO、HANFUZHIZIJIAOHUANMOHEBOMOJINGTIGUAN-YEJINGXIANSHIQIYONGPIANGUANGPIANDENG

        3、 DIANZIHUAXUEPINXINGYEFAZHANPINGBANXIANSHIYONGYEJINGCAILIAO(HANFUYEJINGZHONGJIANTI);FAZHANLIDIANCHIPEITAODEXINXINGLIYAN,RUSHUANGSANFUJIAWANHUANGXIANYAANLI(LiTFSI)DENG,XINXINGDIANJIEYERONGJI,RUFUDAITANSUANYIXIZHI(FEC)DENG

        2016NIAN12YUE19RI,ZHONGGUOGUOWUYUANFABULE《“SHISANWU”GUOJIAZHANLVEXINGXINXINGCHANYEFAZHANGUIHUA》,DUI“SHISANWU”QIJIAN(2016–2020NIAN)ZHONGGUOZHANLVEXINGXINXINGCHANYEFAZHANMUBIAO、ZHONGDIANRENWU、ZHENGCECUOSHIDENGZUOCHUQUANMIANBUSHUANPAI。

        西美CCM认为氟化工行业与战略性新兴产业的配套联系紧密,有望追随其快速发展而获得发展新驱动力。例如,新能源汽车的核心部件动力锂电池,便需要多种含氟化学品进行配套,主要包括:聚偏氟乙烯(PVDF)粘结剂、PVDF涂层、六氟磷酸锂(LiPF6)、双三氟甲烷磺酰亚胺锂(LiTFSI)等。