引领产业升级：从技术自主到400万吨产能飞跃，解码贵州磷化集团的全球竞争优势

Core Viewpoint - Guizhou Phosphate Group is expanding its capacity in wet-process phosphoric acid production, aiming for 400,000 tons, which will enhance its competitive edge in the global market and support high-quality development in response to the growing demand from new energy and electronic chemical industries [1][2]. Capacity Expansion - The company plans to increase its wet-process phosphoric acid capacity to 300,000 tons by 2026, with a strategic goal of reaching 400,000 tons, showcasing its technological advancements and cost advantages [1]. - The PPA facility's capacity has been successfully expanded from 40,000 tons to 60,000 tons, establishing a solid foundation for overall capacity enhancement [3]. Technological Innovation - Guizhou Phosphate Group has developed its fifth-generation wet-process phosphoric acid purification technology, achieving significant breakthroughs in production capacity and product quality, meeting food additive standards [5]. - The company has over 100 authorized patents related to its wet-process phosphoric acid technology and has established long-term collaborations with various universities and research institutions [5]. Industry Chain Optimization - The company has established a complete industrial chain from phosphate rock resource development to high-end phosphate chemical product manufacturing, enhancing resource optimization and technological collaboration [7]. - Guizhou Phosphate Group has pioneered technology for recovering fluorine resources from low-concentration phosphate ore, recognized as a "national manufacturing single champion" [7]. Green Development - The company has invested over 4 billion yuan since 2019 to improve the comprehensive utilization rate of phosphogypsum from 53% in 2018 to 78.61% by 2024, surpassing national targets [9]. - The establishment of a circular economy model for phosphoric acid production and phosphogypsum utilization has turned environmental challenges into competitive advantages [9]. Market Opportunities - The deep purification technology of wet-process phosphoric acid supports the new energy industry, with products meeting electronic and battery-grade standards [11]. - Guizhou Phosphate Group is expanding its production capacity for new energy battery materials, with significant demand projected for lithium iron phosphate batteries in the coming years [11]. - The company has outlined a clear path for industrial upgrades, focusing on modern agriculture, new energy, and fine chemicals, while enhancing its core business in wet-process phosphoric acid [11]. Future Outlook - With continuous capacity release in new energy materials and ongoing technological innovations, the company's market competitiveness is expected to improve significantly [12]. - Guizhou Phosphate Group aims to enhance its development quality and efficiency through innovation-driven strategies and effective resource integration [12].