Zhongang mining focuses on the fluorine chemical industry and lays out the new energy industry chain

Fluorite has a high fluorine content , It is the main source of hydrofluoric acid at present , However, fluorite reserves are limited and are facing depletion , Countries all over the world have successively listed it as a strategic resource restricted by the state . China's Fluorite reserves rank second in the world , In view of the scarcity, non renewable and high value of fluorite , In recent years, with the tightening of environmental protection policies , The threshold of Fluorite Mining has been further raised .

Fluorite can be divided into acid grades according to grade 、 Ceramic grade 、 Metallurgical grade . Metallurgical grade fluorite 65%~85%, It is mainly used to reduce the melting point of metals in iron and steel smelting ; Ceramic grade fluorite grade 85%~95%, Used to promote the sintering of ceramics , Improve the quality of enamel ;97% Grade fluorite is generally used to react with sulfuric acid , Hydrofluoric acid is generated . Back in the last century 30 From the age of 50 years , Hydrofluoric acid is mainly used to produce refrigerants , And the fluorine chemical industry with many back doors began to develop rapidly . On the supply side , Fluorite is a strategic and unusable resource , yes “ A world-class scarce resource similar to rare earths ”, In the future, with the demand growth of emerging applications , The value of fluorite is expected to be fully reflected .

New energy 、 In the long run, electronics is expected to bring new demand for millions of tons of fluorite . Fluorinated chemicals have good electrochemical stability , Therefore, applications in lithium batteries include lithium hexafluorophosphate 、LiFSI、PVDF、 Production of natural graphite anode materials 、FEC etc. ; In photovoltaic , Fluorinated materials are applied to the protective layer of the back plate due to their excellent weather resistance . In the past, air conditioning refrigerant was the main downstream industry of acid grade fluorite , It is reported that 2021 China's demand for acid grade fluorite in 367.5 Ten thousand tons of , Refrigerant accounts for 46.1%. Against the background of high global fossil energy prices , New energy has the trend of accelerating development . expect 2025 In, new energy is expected to bring 109 Ten thousand tons of , Bring nearly... To fluorite all over the world 150 Million tons of demand , Long term new energy 、 Emerging industries such as semiconductors are expected to bring 500 Demand for acid grade fluorite above 10000 tons .

The inflection point of supply and demand is approaching , While the value of fluorite is expected to be fully reflected , Zhongang mining relies on its strong fluorite resource supply and market share , Focus on fluorine chemical industry , Layout the new energy industry chain . Nearly half of the long-term demand for acid grade fluorite comes from new energy 、 The upstream resource industry of electronics , Under the development trend of new energy in the future , Its resource value will be fully reflected . meanwhile , With the gradual depletion of a single mine , Associated ore will become the core supply of the industry .

Zhongang mining expert team has more than 20 years of mine exploration experience 、 Experience in mining and ore flotation , It has continuously exported a large number of high-quality fluorite minerals for industrial development and the construction and development of new energy industry . end 2022 year , Zhongang Mining Co., Ltd. owns 8 A mine , Yes 3 Flotation plants and other assets . in addition , Zhongang mining also owns 1 A hydrofluoric acid plant , It can produce 6 Ten thousand tons of , Benefit from the acceleration of new energy industry , Future period .