Core tips: 1 General situation of air separation plants at home and abroad as China's economy continues to grow stably, China's air separation plant manufacturing industry is also developing gradually, especially in large-scale air separation plant projects, the market share of domestic equipment
1 Overview of air separation market at home and abroad
With the sustained and stable growth of China's economy, China's air separation equipment manufacturing industry is also gradually developing, especially in large air separation projects, the market share of domestic equipment is increasing year by year, in the past, the situation that large foreign companies dominated the whole country in large air separation projects is gradually changing. However, we should fully realize that there is still a certain gap between our comprehensive ability and level and that of foreign big companies in large air separation plant projects. In the world air separation equipment market, most of the shares are divided by large foreign companies every year. 1999 ~ In 2002, the sales performance of major companies in the world air separation market is shown in the following table.
Note: 1. The figures of 2001 and 2002 in the table are all taken from the Annual report published by each company's website ).
2. The unit is hundred million dollars, * is hundred million euros.
3. The total sales amount listed in the table is not only industrial gas and air separation plant, but also a lot of combined business. The "share" is the share of industrial gas and air separation plant. Therefore, this kind of comparative analysis can only be used as a rough reference.
Most of the eight companies have supplied large and medium-sized air separation equipment to China, while Linde company in Germany alone has provided more than 50 sets of air separation equipment to China, however, France air, BOC, Praxair and Messer have invested in many gas companies in China. Only by the end of 1999, Messer had invested in 15 joint ventures in China, with a total investment of 170 million dollars. In addition, Fah air and Hangzhou oxygen co-founded Liquid Air (Hangzhou) Co., Ltd., Lin De and Jinzhong co-founded Lin de craft Equipment Co., Ltd., mainly engaged in the production and manufacturing business of air separation equipment.
Of course, China's air separation market is also a part of the world's air separation market. Due to the backward Foundation, there is a big gap with foreign countries. After the reform and opening up, the introduction of many large sets of equipment, especially the continuous economic growth after 1990s, promoted the investment of large iron and steel and chemical enterprises, and further accelerated the introduction of large air separation plant, so as to promote the overall level of domestic enterprises from supporting capacity to design, manufacture, installation and operation management to further improve, and gradually form the situation of tripartite confrontation with Hangyang, Kaikong and chuankong as core enterprises. Hangzhou Hangyang Group accounted for about 68% of the domestic share by 2002, while large-scale devices accounted for more than 70% of the domestic share. The total industrial output value in 2002 reached 1068.73 million yuan, and the sales revenue reached 1056.11 million yuan; in the first half of 2003, there were more than ten new air separation units with "20 thousand" level or above, and the biggest equipment set a domestic record-"50 thousand" air separation; Sichuan air was a rising star, and ranked second in 2002, the total industrial output value reached 403.19 million yuan, and the sales revenue reached 363.78 million yuan. In the first half of 2003, there were 3 sets of new air separation units above "20 thousand" level, and the largest unit reached "28 thousand ". Open air has also developed very fast in recent years. The total industrial output value in 2002 reached 256.48 million yuan, the sales revenue reached 257.77 million yuan, and the largest air separation plant reached "40 thousand ". In addition, there are also small and medium-sized enterprises, such as Haoxian, Suoxian, Suoxian and Jiangyang, which occupy a small part of the market share of air separation. In recent years, the performance of liquid air (Hangzhou) company of foreign-funded enterprises and Linde craft Equipment Co., Ltd. in large air separation plant has shown a trend of gradual growth.
2 China air separation market
At present, China's air separation market is: large amount, small average amount, insufficient quantity (single index), and there is still a certain growth space for continuous growth. Take Asia and Australia for example, the total oxygen generation capacity in 2000 was about 200000 t/d, among which China accounted for 35%, Japan accounted for 30%, Korea accounted for 12.5%, Taiwan China accounted for 5%, Australia accounted for 4%, malaysia accounts for 3%, Indonesia for 3%, Thailand for 2%, Singapore for 1.5% and others for 4%. In terms of average volume, Japan is 4.5 times that of China. The steel production in China is about 1.5 times that of Japan, while the oxygen generation capacity is only 1.17 times that of Japan; in terms of quantity, the air separation in China is basically the production of oxygen, nitrogen and argon, however, the preparation of rare gases such as high purity nitrogen and helium is still insufficient. Therefore, there is still some space for the development of China's air separation plant. Therefore, domestic enterprises should seize the opportunity, strive to exploit the market and seek further development.
From the perspective of historical development, before the reform and opening up, there was a huge gap between China's air separation industry and foreign countries. After the reform and opening up, with the introduction of foreign big air separation, China's air separation industry has developed rapidly. And during this period, the world's air separation industry also had several big technical improvements, such as Plate-fin Heat Exchanger, molecular sieve adsorber, structured stuffing tower and so on, china's air separation industry also followed up rapidly, making the gap between China's air separation industry and the international industry gradually narrow. From the current situation, there are both technical and economic reasons that cause this gap.
Technically speaking, the domestic large backbone enterprises led by Hangyang have already possessed the design, manufacture and installation abilities of "60000" level of air separation plant, but there is no mature experience and performance of independent contracting. If we don't have the successful transformation of the "28000" air separation of Zhenhai chemical industry and the supporting supply experience of Baosteel series air separation, if Baosteel doesn't transform the "30000" air separation to Hangyang, it is impossible for China's air separation industry to step out of "30000" and move towards "40000", "50000" and "60000" level devices. Without large complete sets of projects, it is impossible to have large unit equipment matching them. Without mature large unit equipment, it is impossible to have a complete set of equipment with stable and reliable operation. It is the same even for big foreign companies, such as Baosteel 5 # "72000" and 6 # "60000" air separation plants, the foreign side also encountered many problems in the process of installation and debugging, each process of solving problems is a process of accumulating experience.
The successful operation of large air separation plant reflects the improvement of the overall comprehensive development level of the industry, from unit equipment, control elements to the overall matching, and the stability and reliability of the control system, they all require a high level. This high level needs not only the guidance of long-term theoretical research, but also the verification of long-term practical experience. What our enterprises need more is this kind of opportunity. On the contrary, if Baosteel doesn't distribute "30000" empty space to domestic owners, who will distribute "30000" empty space to domestic owners? Because large air separation equipment is a project with certain risks in operation, ordinary air separation users will not easily give "30000" air separation equipment to suppliers who have no such performance. From this point of view, the state should give support to enterprises, and support and cooperate with each other among enterprises, so as to promote the breakthrough development of large air separation plants in our country. Therefore, strictly speaking, this is not only a technical bottleneck, but also an economic bottleneck to a greater extent. Similarly, this kind of gap is not only the technical gap, but also the economic gap to a greater extent.
From the current situation, compared with foreign-funded enterprises, domestic-funded enterprises have greater advantages in projects below "30000" level; in 30000 ~ Domestic-funded enterprises are weak in projects of level 50000; domestic-funded enterprises are basically not competitive in projects of level 60000 or above.
3 Advantage Analysis of domestic enterprises
After the reform and opening up, the situation that China's air separation plant market is dominated by large foreign companies on large devices has gradually changed. In 1980s, the air separation plant above 10000 m 3/h (02) was basically contracted by foreign companies. By the end of 1990s, Hangyang had undertaken the 28000 m 3/h (02) of Zhenhai chemical industry). Transformation of Baosteel's 30000 m 3/h (02), argon distribution of Weinan chemical fertilizer's 40000 m 3/h (02), domestic matching of large air separation of Baosteel series, both of them indicate that the country has the ability to design and manufacture the air separation plant above 30000 m 3/h (02) level. On 2001, Hangyang Group contracted Baosteel 30000 m 3/h (02), on 2002, Hangyang Group opened Dezhou "40000", on 2003, Hangyang Group North "50000" air separation plant supply contract was signed, in the history of China's air separation division, they have set up milestones one by one. Therefore, after breaking through 30000 m 3/h (02) Class air separation equipment, it is a step closer for the development of China's air separation manufacturing industry towards ultra-large scale air separation equipment. Although most shares of the domestic Big Air separation were still taken away by foreign companies (for example, Linde Masteel "43000" in 2002 ", nanjing Yangzi "43000", BOC "38500", WISCO "60000" and Linde Benxi two sets of "35000" recently "), however, it is encouraging for domestic air separation manufacturing enterprises to achieve such performance in just a few years. At the same time, in the process of supporting large air separation equipment abroad, it also promotes the improvement of ability and level of domestic air separation manufacturing enterprises, the introduction and matching of Baosteel 6 # air separation plant is a good example.
