The development prospects of carbon molecular sieves in industrial nitrogen production applications
Core Driver: Continuous Expansion of Downstream Demand Sets the Foundation for Market Growth
The core application of carbon molecular sieves is industrial nitrogen production. Nitrogen, as an "inert protective gas", is widely used in multiple high-growth sectors, directly driving the demand for CMS:
Steady demand in traditional industries:
Steel (steelmaking protective gas, furnace atmosphere control), chemical (ammonia synthesis raw material, process protection), electronics (semiconductor wafer manufacturing, chip packaging), metal processing (welding/heat treatment protective gas) sectors have stable demand for high-purity nitrogen (99.5% - 99.999%), and with industrial upgrading, the requirements for nitrogen purity and stability have increased, promoting the substitution of low-end products with high-end CMS.
Explosive growth in emerging fields:
New energy industry: In lithium battery production, nitrogen is used as a protective gas for electrode coating and cell assembly (to prevent oxidation); in the photovoltaic industry, nitrogen is needed to create an inert environment for silicon wafer cutting and battery preparation; in the hydrogen energy chain, nitrogen is used for hydrogenation station equipment purging and hydrogen storage tank replacement, and the high growth rates in these fields directly drive the demand for CMS.
Food and pharmaceutical industry: The purity and hygiene requirements for nitrogen increase in food preservation (nitrogen packaging) and pharmaceutical intermediate synthesis (anti-oxidation/preventing moisture), promoting the market penetration of medical-grade and food-grade CMS.
Environmental protection and energy conservation field: PSA nitrogen production is more energy-efficient compared to cryogenic air separation (energy consumption reduced by 30% - 50%), and under the "carbon neutrality" goal, small and distributed nitrogen-using scenarios (such as laboratories, small factories) are more inclined to choose PSA nitrogen production, further expanding the application boundaries of CMS.
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