印度氟化工发展现状与展望

1、 印度氟化工发展现状与展望 Fluorochemical Development Status and Prospect in IndiaWelcome to Mysterious IndiaParadise on earth Hell on earth All of these are parts of India, formed an interesting India 一、印度氟化工产业链概述Overview for Value Chain of India印度氟化工行业产业链Fluorochemical Industrial Industrial Chain 原料短缺：基本上可以认为没

2、有氟资源的国家 据说在古吉拉特邦有一个具有一定开采价值的矿，但是审批程序的繁琐使得资源到目前未被利用；原料来源地：中国为主要原料地，估计供应量在50%-60%之间，但是近几年供应量在逐年减少；取而代之的是非洲和东南亚供应量增加，尤其是东南亚国家。Shortage of Raw Material：A country without fluorine resource basically It is said that there is a fluorite mineral worth mining in Gujarat. However because of the complicated li

3、censing procedure it is still unused presently;Source of raw material：Indias fluorspar is mainly imported from China, the supply quantity is about 50%-60%. It is gradually decreased these years , and replaced by Africa and Southeast Asia, especially Southeast Asia. 四家HCFC-22厂家，产能50000吨/年；（估计未来2-3年新增

4、产能约15000-20000吨） 一家HFC134a，产能15000吨/年；由于印度市场的整体需求量较小，其中R22的制冷剂应用需求约为12000吨/年，原料使用约为20000吨左右，其他为出口，主要在中东和东南亚市场；R134a年需求约为7000吨，其他也是销往国际市场。 中游产品：HCFC-22和HFC134a Four HCFC-22 producers, with capacity 50000 mtpa；（the new increase of production capacity is about 15000-20000 mt in the coming years) One HF

5、C134a producer with capacity 15000 matpa;Because of the small overall demand in India, the demand of HCFC-22as refrigerant is about 12000 mtpa, and 20000 mtpa as raw material, and exporting the rest to the Middle East and Southeast Asia market; the demand of R134a is 7000 mtpa, and exporting the res

6、t to international market.Middle Product：HCFC-22 and HFC134aPTFE：GFL年产能为18000吨，Hindustan 年产能约为500吨目前印度国内制品的生产厂商生产能力相对薄弱。年需求量在2500吨左右，主要在中低端市场的应用；过去几年的年平均需求量在6%-8%左右，但是这两年的需求有超过10%的增长； 下游产品：PTFEPTFE: GFLs PTFE annual production capacity is 18000mt, and whereas Hindustans 500mt. Currently, the product

7、ivity of the domestic processor is relatively weak;The annual demand quantity of PTFE is only about 2500mt, and mainly used in low end market;The average annual demanding quantity is about 6%-8% in the last few years, and over 10% increasing in the past two years. Downstream Product：PTFE二、印度氟化工发展前景F

8、luorochemical Development Prospect in India 制冷剂方面：蒙特利尔条约的签约国，正在逐步淘汰国内HCFC的消耗。削减政策和中国的削减政策一样。但非常遗憾的是，到目前为止，针对HCFC的有效替代路径仍然不是很清晰；这个会带来新的一系列的行业游说、产品博弈及政府决策问题；但相信，在一个开放、自由竞争的印度市场，会由市场决定最终的赢家。 原料方面：随着聚合物需求的快速增加（包括国内和国际市场）原料的需求量增加非常快，因此会有新的R22产能出现。 中游产品行业改革，市场赢家 Refrigerant: India being a signatory to Mon

9、treal Protocol on HCFC phase-out is on the path to reduce domestic HCFC consumption. The phase out policy is just the same with China. It is a pity that the efficiency substitute path is not clear currently. These changes will lead to hectic government and industry lobbying, strategic tie-ups and pr

10、oduct choice decisions on the anvil. However, we believe that in the open, free competition India market, it will be interesting to see who will play the cards well and finally lead the market? Raw material: As the rapid increase demand of polymer( include domestic and abroad market), the demand as

11、raw material will grow fast, there will be new HCFC-22 producer The Middle ProductIndustrial Reform, Market Winner 在下游的聚合物产品方面，印度的市场参与者比较理性，不会在某一产品上进行恶性的竞争；如PTFE，已有的市场参与者主要为GFL，其他竞争对手目前就不会考虑大量的投入这个市场，但PFA和FEP等其他氟树脂产品正在成为其考虑的投资方向；现在唯一考虑的是中国的产能过剩对整个行业的冲击，随着全球经济一体化也波及到了印度市场，这对整个印度市场的投资策略选择非常重要。 下游产品异质竞

12、争，产业共赢 Indias participators were very rational on the down stream product, fluorine polymer. There is no cutthroat competition on one product. Such as PTFE, GFL is the main market participant, and the other competitors will not consider to pour into this market, but other fluorine polymer, PFA and F

13、EP will be the investment direction. The only consideration is the impact of Chinas excess capacity to the whole industrial. Along with the integration with the global economy, the investment strategies in India market is very important. Downstream Product：Heterogeneous Competition， Win-Win Industri

14、al三、印度氟化工-古吉拉特氟化工简介Fluorochemical in India-Gujarat Fluorochemiccal Limited BriefINOX集团成员 Member of INOX Group集团资产$20亿 Capital of INOX is over $2billion在印度有2家上市公司 2 stock listed company200个经营分部遍布印度 More than 200 branchs in India在全球50个国家进行网络分销 Distribute products more than 50 countries员工人数9000人以上 over

15、 9000 staffs三、印度氟化工-古吉拉特氟化工简介Fluorochemical in India-Gujarat Fluorochemiccal Limited Brief成立于1987年-Incorporated in 1987市值近10亿美元 -Market capitalization close to $1 Billion BSE和NSE上市-印度主要的证券交易所-Listed on BSE and NSE 经营印度最大的PTFE工厂-Operates Indias largest PTFE plant经营印度最大的甲烷氯化物工厂-Operates Indias largest

16、 Chloromethanes plant 印度最大的R22生产商-Largest producer of refrigerant HFC22 in India CRISIL投资评级-Investment grade rated by CRISIL古吉拉特氟化学有限公司:里程碑CPP, CA, CMS, TFE 工厂启用PTFE车间建设完成PTFE后处理车间启用-细料, 预烧结-产品二期建设开始开始在美国建设PTFE配料设施(GFL Americas,LLC)在美国启用复合模式开始试验改性PTFE产品CA, CMS,TFE, PTFE 工厂二期启用改性细粉细粉,PTFE乳液工厂启用新AHF/R

17、22工厂启用PFOA Free产品商业化生产一期建设达赫联合工厂建立Gujarat Fluorochemicals LimitedMilestonesCPP, CA, CMS, TFE plants commissionedPTFE plant commissionedPost treatment PTFE Plant commissioned-free flow, fine cut,pre sinteredUnit-II construction startedStarted construction Of PTFE blending Facility in USA (GFL America

18、s, LLC)Compounding unit commissioned in USAModified PTFE production trial started CA,CMS,TFE,PTFE plants commissioned in Unit-IIModified, Fine powders, Aqueous PTFE Plants commissionedNew AHF/R22 plants commissionedPFOA Free product start commercial productionUnit-I construction started at Dahej ComplexINOFLON 供应的PTFE牌号：颗粒状PTFE品级:610, 630, 640, 210, 220, 230, 510,515类型:一般成型，细料，造粒料，半造粒料和预烧结改性PTFE品级:M680, M690, M290, M685, M695, M295类型:细料，造粒料细粉PTFE品级:FP 7010, FP 7040, FP 7045, FP7160MFP7045类型：分散细料，改性细料分散乳液品级:AD9200， AD9300类型:不含PFOA水性分散树脂）The brand offers impressive range of PTFE resins:Granu