Regarding the 720,000-ton caustic soda project of Baotou Mongol-Han Industry

I just heard that there seems to be no real progress; there’s no site selected, no specific plan for phased construction, and the process equipment and other aspects haven’t been determined yet: loveliness:

(Baotou Daily) Region: Baotou, Inner Mongolia; Stage of development: Feasibility study; Total investment: 7.2 billion yuan; Industry: Chemicals. Project overview: A project to produce 1 million tons of polyvinyl chloride resin per year, along with a related facility for producing 720,000 tons of ion-exchange membrane caustic soda per year. Detailed information: Baotou in Inner Mongolia will build a plant capable of producing 1 million tons of polyvinyl chloride resin per year, along with a facility for producing 720,000 tons of ion-exchange membrane caustic soda per year. The total investment for this project is around 7.2 billion yuan, with the first phase requiring an investment of 2 billion yuan to construct a PVC production plant with an annual output of 200,000 tons, as well as a facility for producing 150,000 tons of ion-exchange membrane caustic soda per year, along with associated infrastructure. 　　According to a report in the Baotou Daily on September 26, the first phase of the project involving cooperation between Sichuan Hanlong Group and Baotou Menghan Industrial Co., Ltd., which aims to produce 1 million tons of polyvinyl chloride resin per year along with 720,000 tons of ion-exchange membrane caustic soda per year, as well as other related projects, is set to begin construction soon. The total investment for the project is approximately 7.2 billion yuan, with 2 billion yuan allocated to the first phase of construction. Annual sales revenue can reach over 10 billion yuan. 　　Sichuan Hanlong Group has a workforce specialized in PVC and caustic soda. The polyvinyl chloride resin project will leverage the autonomous region’s abundant coal, electricity, and limestone resources, adopting an integrated coal-and-electricity development model to transform local resource advantages into economic advantages. 　　The project is located in the Shangejia Chemical Industry Park in Tuyou Banner, where caustic soda is produced using the ion-exchange membrane electrolysis process – which is currently the most advanced technology for industrial-scale production of caustic soda in the world. The PVC production in this project utilizes 70 cubic meter suspension polymerization technology, which is at the world’s advanced level. 　　The project follows the principle of comprehensive planning and phased implementation. Phase 1 involves constructing a PVC production facility with an annual output of 200,000 tons, along with a supporting ion-exchange membrane caustic soda production facility capable of producing 150,000 tons per year, as well as related supporting facilities. Phases 2 and 3 involve building PVC production facilities with an annual output of 400,000 tons each, along with corresponding caustic soda production facilities and other supporting projects.

I heard the stairs creaking, but no one came down; there are still many hurdles to overcome, such as environmental protection, which is a key obstacle and not easy to pass.

With the introduction of Document No. 74, barriers have been set for new users of ion-exchange membrane caustic soda, **and the requirements regarding energy conservation and emission reduction are becoming increasingly stringent. The rapid expansion of caustic soda production capacity has led to a reduction in profit margins; as a result, chlor-alkali manufacturers are either relying on their resource advantages or striving to improve their management levels. Therefore, in areas where coal and salt are available, there are particularly many people engaged in the chlor-alkali industry, such as Inner Mongolia, Xinjiang, Guizhou, and Shanxi. Cough! With so many people involved, life gets difficult, and overcapacity will arise sooner or later. Manufacturers of evaporators will make money again: L

Saying 1 million tons is just to reach a certain scale so as to pass the approval process; it really depends on how things turn out. First, let’s try 200,000 tons to see the market reaction