The "Kigali Amendment" came into effect for my country, the refrigerant industry accelerates into the era of change

The "Kigali Amendment to the Montreal Protocol on Substances that Deplete the Ozone Layer" (hereinafter referred to as the "Kigali Amendment") officially entered into force for China on September 15 (not applicable to the Hong Kong Special Administrative Region for the time being)
.

China's hydrofluorocarbons (HCFs) control and reduction will continue to accelerate, and will have a huge impact on related refrigerants, foaming agents and downstream industries

The "Kigali Amendment to the Montreal Protocol on Substances that Deplete the Ozone Layer" (hereinafter referred to as the "Kigali Amendment") officially entered into force for China on September 15 (not applicable to the Hong Kong Special Administrative Region for the time being)

The world's largest producer of HFCsThe largest producer of HFCs in the world

HFCs are a kind of artificially synthesized powerful greenhouse gases and one of the main substitutes for ozone-depleting substances.
They are widely used in the refrigeration industry (including the use of refrigerants and foaming agents), as well as automobile air-conditioning, household refrigeration, and industrial and commercial use.
Refrigeration, fire protection, foam, aerosol and other industries, but its global warming potential (GWP) is tens to tens of thousands of times that of carbon dioxide
.

The "Kigali Amendment" aims to strengthen the control of non-carbon dioxide potent greenhouse gases such as hydrofluorocarbons (HFCs).
It controls a total of 18 HFCs and reduces the estimated production and consumption of HFCs in the next 30 years by at least 80%
.

The amendment stipulates a timetable for the reduction of HFCs.

According to the 2018 Ozone Depletion Scientific Assessment Report issued by the World Meteorological Organization and the United Nations Environment Programme, fulfilling the control requirements of the Kigali Amendment can reduce the annual emissions of HFCs by 5.
6 to 5.
7 billion tons of carbon dioxide equivalent, thereby avoiding the global average temperature rise at most 0.
4 degrees Celsius
.

　　At present, China is the world's largest producer of HFCs, accounting for about 70% of the world's production
.

China formally deposited the instrument of acceptance of the "Kigali Amendment" to the United Nations on June 17, 2021, and became the 122nd contracting party to the amendment

　　Various controls are gradually advancing

　Various controls are gradually advanced　Various controls are gradually advanced

　　At present, China's various management and control deployments on HFCs have been gradually advanced
.

On July 26, 2021, Ministry of Ecology and Environment spokesperson Liu Youbin stated that China is strengthening the control of HFCs non-carbon dioxide greenhouse gases, including: incorporating HFCs control into the domestic legal and regulatory system; incorporating the HFCs reduction plan into the "China’s Phase Out of Ozone Depleting Substances" Plan"; establish and implement a HFCs import and export license system; study and issue a trifluoromethane (HFC-23) control policy

　　In August, the Ministry of Ecology and Environment issued the "List of Imported and Exported Controlled Ozone Depleting Substances in China (Draft for Comment)".
Based on the existing "List", combined with the requirements of the world customs for commodity coding of controlled substances, it is based on the "Montreal Protocol.
" The list of all controlled substances in its amendments has adjusted some ODS commodity codes and added HFCs commodity codes
.

　　On September 14, the Ministry of Ecology and Environment issued the "Notice on Controlling the Emission of By-Product Trifluoromethane".
Starting from September 15, the production process of HCFC-22 or HFCs The by-product trifluoromethane (HFC-23) shall not be directly discharged
.

Encourage enterprises to carry out production technology innovation and upgrading, reduce the by-product rate of HFC-23, and develop and promote resource utilization technologies that use HFC-23 as a raw material

　　Industry threshold continues to increase

　Industry thresholds continue to increase　industry thresholds continue to increase

　　Market analysts said that after the "Kigali Amendment" came into effect, the production of HFCs refrigerants is facing a gradual reduction, which means that the industry's threshold is further increased and production capacity is limited, which is good for China's leading refrigerant companies
.

　　The agency predicts that it will take time for the second-generation refrigerants to gradually withdraw, the fourth-generation refrigerants will be popularized, and the downstream demand is growing steadily
.

　　After HFCs' expected quota competition last year led to a price drop, the prices of related refrigerants have risen across the board recently, leading companies have low inventories and production companies have saturated orders
.

　　At present, among the A-share listed companies, Juhua, Sanmei, and Yonghe have production quotas for second-generation refrigerants, and they are also domestic leading companies in third-generation refrigerants
.

Many companies have seen significant growth in their semi-annual reports

　　Optimistic about the environmental protection policy and the development prospects of the new energy industry, these companies are currently actively deploying related fluorine chemical projects
.

According to the research report of CITIC Construction Investment, Juhua currently has a production capacity of 3,000 tons per year of polyvinylidene fluoride (PVDF), and the second phase of the PVDF project is under active construction with a production capacity of 7,000 tons per year.

　　Product update iteration acceleration

Product update iteration acceleration product update iteration acceleration

　　In the long run, the "Kigali Amendment" will also promote the iterative update of products in industries such as refrigerants and foaming agents
.

　　The industry believes that by joining the "Kigali Amendment", environmentally friendly alternative refrigerants, foaming agents, and cleaning agents will be more popular, environmentally friendly refrigerants may be exported, and HFC incineration decomposition technology development And resource utilization will also be encouraged
.

　　At present, the related research and development and pilot work of HFCs replacement are being implemented
.

　　In December 2018, the United Nations Development Program obtained the approval and grant from the 82nd meeting of the Executive Committee of the Multilateral Fund of the Montreal Protocol to carry out the "Hisense HFC-245fa Reduction Demonstration Project" in China
.

The project reduced the consumption of HFC-245fa by 251.
85 tons of HFC-245fa through the foaming technology transformation of the production line of household refrigerators, which is equivalent to a reduction of 256570 tons of CO₂ emissions from the production line each year
.
During the period, the annual electricity consumption of products produced with alternative technologies during use has been reduced by 6.
57 million kilowatt-hours, which can reduce CO₂ emissions by approximately 5847.
3 tons
.
At present, the project has passed the inspection and acceptance, and the project goal will be completed on schedule in 2021
.

　　In terms of domestic enterprises, Juhua said last year that it was developing the fourth-generation fluorine refrigerant product 2,3,3,3-tetrafluoropropene (HFO-1234yf), 1,3,3,3-tetrafluoropropene (HFO- 1234ze)
.
At present, Juhua realizes the industrial production of fourth-generation fluorine refrigerants with its own technology, and has two sets of mainstream product production equipment, 4 products, with a total production capacity of 8,500 tons/year
.

　　In the field of polyurethane foaming agents, the industry is currently actively promoting the replacement of HFCs foaming agents with fourth-generation foaming agents and full-water systems.
The CFC-free polyurethane chemical foaming agent developed by Butian Company, and the supercritical CO2 auxiliary of Shaoxing Huachuang Company Water foaming spraying process equipment has also achieved good application effects in the industry
.