KINGENTA(SZ:002470) Zheng Quan Ri Bao Wang·2025-07-28 03:02Core Insights - The article discusses the breakthrough in the comprehensive utilization of phosphogypsum, a byproduct of the phosphate chemical industry, which has been a significant environmental concern and a bottleneck for fertilizer production [1][4][5]. Group 1: Industry Challenges - Phosphogypsum has traditionally been stored outdoors due to technical limitations, leading to severe environmental pollution and becoming a bottleneck for the fertilizer industry [1]. - Recent policies in provinces like Sichuan and Guizhou link the production of phosphate fertilizers to the disposal of phosphogypsum, forcing many fertilizer plants to halt production due to inability to manage phosphogypsum [1][7]. - The phosphate chemical industry in China has over 400 companies, generating significant amounts of phosphogypsum, with a total stock exceeding 600 million tons and an annual generation of over 8 million tons, yet the utilization rate remains below 40% [6]. Group 2: Technological Breakthroughs - Jinzhengdai Group has developed a comprehensive utilization technology for phosphogypsum, marking a significant advancement in the industry [2][4]. - On August 26, 2020, Jinzhengdai Group signed cooperation agreements with several companies to invest in projects that utilize phosphogypsum, including a 2.4 billion yuan project for producing gypsum blocks and a 1.2 billion yuan project for producing plastic fillers [2][3]. - The technology developed by Jinzhengdai has reduced the cost of producing gypsum products by half, transforming waste into valuable resources [4][5]. Group 3: Market Opportunities - New policies in regions like Guizhou mandate that government-funded construction projects must use 100% phosphogypsum, while private investments must reach 50% [5]. - The advancements in phosphogypsum utilization technology have attracted interest from major real estate companies, such as Vanke, indicating a growing market for these products [5]. - The successful collaboration among companies in upgrading phosphoric acid facilities and producing gypsum powder is expected to yield significant economic benefits and meet local construction market demands [3][7]. Group 4: Future Outlook - Jinzhengdai aims to have 60% of wet-process phosphoric acid plants in China adopt this technology by 2026, addressing the resource utilization issue in the phosphate fertilizer industry [7]. - The company holds seven domestic invention patents and has received patent authorizations from six countries, indicating a strong position in the global market for phosphogypsum utilization [7].