广东惠州获瑞士化工巨头科莱恩超10亿元产能扩建

Core Insights - Clariant, a Swiss specialty chemicals giant, has launched two major expansion projects in Huizhou, Guangdong, with a total investment of 1.2 billion Swiss francs (approximately 10.6 billion RMB) [1] - The expansion includes a new high-performance surfactant project (investment of about 710 million RMB) and a second production line for high-performance halogen-free flame retardants (investment of about 350 million RMB) [1] - Clariant's cumulative investment in Huizhou has exceeded 2 billion RMB, highlighting the company's commitment to the region [1] Industry Overview - Huizhou's Daya Bay petrochemical zone has a refining capacity of 22 million tons per year and an ethylene production capacity of 3.8 million tons per year, making it one of the leading integrated refining and chemical production areas in China [2] - The industrial output value of the Daya Bay petrochemical park is projected to reach 267 billion RMB in 2024, representing a growth of 13.9%, with industrial added value increasing by 20.9% [2] - The petrochemical industry in Huizhou is focusing on high-value-added and high-tech chemical products, aiming to extend the industrial chain towards high-end chemicals and new chemical materials [4] Investment Drivers - The rapid growth of downstream market demand in the petrochemical sector is a key factor attracting foreign investment, with Clariant emphasizing the importance of local production to meet customer needs [5] - Approximately 50% of products supplied to the Chinese market are produced locally, with about 80% of required raw materials sourced from local suppliers [5] - Clariant aims to increase its market share in China from 10% to around 14% in the coming years through these new investments [5] Market Demand - The automotive industry, particularly in electric vehicles (EVs), is a major application area for flame retardants, with demand increasing due to higher voltage systems in EVs [6] - Guangdong is a key market for the EV industry, with plans to produce over 3 million EVs by 2025, accounting for more than 18% of total vehicle production [6] - Clariant's flame retardant business in the automotive sector has maintained a growth rate of 20% despite an overall slowdown in the automotive market [6] Emerging Technologies - The demand for high-performance, environmentally friendly flame retardants is expected to rise significantly across various sectors, including AI, low-altitude economy, and robotics [11] - New types of flame retardants are being developed to meet the stringent requirements of emerging industries, such as data centers and AI computing facilities [11] - Clariant is also focusing on localizing R&D efforts by recruiting talent in research and technical applications to support its expansion in China [12]