预见2024：《2024年中国电石行业全景图谱》（附市场现状、竞争格局和发展趋势等）

Industry Overview - Calcium carbide, primarily used for producing acetylene and acetylene-based chemical products, is defined as a key component in organic synthesis [1] - The industry can be categorized into industrial-grade, agricultural-grade, and laboratory-grade calcium carbide based on preparation methods and applications [1] Industry Chain Analysis - The upstream of the calcium carbide industry includes raw materials such as lanthanum, coke, and limestone, while the midstream focuses on calcium carbide manufacturing [2] Industry Development History - The calcium carbide industry in China has evolved from its inception in the late 19th century to a robust sector, with significant technological advancements and challenges such as environmental pollution and overcapacity [5] Policy Background - The industry faces stringent regulations aimed at promoting green development, with policies limiting new capacity and encouraging the use of calcium carbide slag in cement production [9][10] Current Industry Status - China's calcium carbide production capacity decreased and then increased from 2020 to 2023, reaching 41.64 million tons in 2023, a 1% year-on-year growth [14] - The capacity utilization rate was approximately 68.5% in Q4 2023, indicating a relatively low level of operational efficiency [14] - The production volume of calcium carbide exceeded 20 million tons in 2023, with a year-on-year growth rate of 49.1% [15] - The apparent consumption of calcium carbide in 2023 was around 19.55 million tons, reflecting a 46.44% year-on-year increase [17] - The market size of the calcium carbide industry in 2023 was approximately 59.64 billion yuan, showing a recovery trend after a decline from 2018 to 2023 [18] Competitive Landscape - Major domestic producers include ST Zhongtai, Xinjiang Tianye, and Ordos, with ST Zhongtai holding the largest capacity at 2.6 million tons, accounting for 6.2% of national capacity [21] - The Northwest region is the most concentrated area for calcium carbide production, representing 55.1% of total capacity [23] Future Development Outlook - The market size is projected to exceed 61 billion yuan by 2029, with a stable growth rate of 4% annually from 2024 to 2029 [27] - The demand for calcium carbide will be supported by the steady development of the PVC industry and continuous optimization of supply and demand [29]