Core Viewpoint - The chlor-alkali industry is currently facing a "homogeneous products and profit pressure" dilemma, necessitating a multi-faceted approach including technological innovation, structural optimization, and model innovation to establish a new high-quality development pattern focused on "quality improvement, efficiency enhancement, differentiated competition, and green collaboration" [1][3]. Technological Innovation - Technological innovation is essential for breaking the "involution" cycle, focusing on energy-saving and cost-reduction at the production level, as well as smart upgrades to lower costs from the source [1]. - Advanced technologies such as membrane electrolysis and heat recovery from hydrochloric acid synthesis are recommended to enhance energy efficiency [1]. - For instance, Shandong Haohua Chlor-Alkali utilizes a large model for process optimization, equipment maintenance, and intelligent inspection, achieving an annual electricity saving of 4.5 million kWh and generating nearly 10 million yuan in comprehensive benefits [1]. Structural Optimization - The core issues of "involution" stem from a single product structure and supply-demand mismatch, requiring efforts in "eliminating inefficiencies, enhancing high-end production, and supplementing the supply chain" to reshape the competitive landscape [2]. - Strict enforcement of energy efficiency policies to eliminate low-efficiency capacities can alleviate supply pressure [2]. - Traditional chlor-alkali enterprises should aim for value creation by extending into fine chemicals and new materials, as exemplified by Xingfa Group's development of high-end products like electronic-grade caustic soda and PVC resin for lithium battery binders [2]. Model Innovation - The industry must move away from "individual efforts" to address "involution" through integrated industry chains, regional collaboration, and policy guidance to create a collective development force [2]. - Learning from the Shanghai Chlor-Alkali's "Shanghai-Guangxi dual base" strategy, the industry can leverage integrated advantages of chemical parks to form a closed loop with upstream and downstream enterprises, reducing logistics costs and resource consumption [2]. - Promoting deep integration between the chlor-alkali industry and sectors like renewable energy, hydrogen energy, and green electricity can create unique competitive barriers [2]. Transition Path - The path to countering "involution" in the chlor-alkali industry fundamentally involves a shift from "scale expansion" to "quality and efficiency" [3]. - This transition requires establishing a solid foundation for cost reduction through technological innovation, creating differentiated advantages through product upgrades, and building a collaborative ecosystem through model innovation to explore new value creation opportunities [3].
标本兼治破解氯碱行业“内卷” | 大家谈 如何破除“内卷式”竞争
Zhong Guo Hua Gong Bao·2026-01-06 03:27