Core Viewpoint - The industrial gas industry in China is expected to modernize and achieve high-quality development during the 14th Five-Year Plan, with significant contributions from the Asia-Pacific region, particularly China, which is projected to account for 14.6% of the global industrial gas market by 2025, becoming the second-largest market globally [1][2]. Group 1: Industry Growth and Challenges - The industrial gas sector in China faces structural imbalances and intense competition, with issues such as overheating capital and redundant investments in bulk gas categories, leading to resource waste and market volatility [2]. - There are significant regional disparities in gas demand, with coastal areas like the Yangtze River Delta and Pearl River Delta experiencing high demand and advanced applications, while central and western regions primarily rely on traditional industrial needs [2]. - The industry is experiencing a supply-demand imbalance, with high-end gases in short supply while bulk gases face underutilization of capacity [2]. Group 2: Strategic Recommendations - The industrial gas industry should seize the opportunities presented by the 14th Five-Year Plan to accelerate green and high-end transformation, establish rational competition order, and collaborate deeply with leading downstream enterprises in sectors like semiconductors and new energy [2]. - Companies are encouraged to expand into the Asia-Pacific market and focus on sustainable development [2]. - The demand from customers is evolving beyond just purchasing gases to requiring product services and solutions, prompting a shift towards more efficient and safe production methods [2]. Group 3: Technological Innovation - The quality demands for gases, from industrial to electronic gases, are expected to rise, necessitating technological innovation to meet these higher standards [3]. - The application of AI in factory management and operations is seen as a key driver for enhancing efficiency, transparency, and intelligence in manufacturing processes [3].
工业气体行业“十五五”聚“气”前行
Zhong Guo Hua Gong Bao·2025-12-24 03:05