In depth analysis of the air separation industry: from industrial gas separation to strategic resource security

1、 Industry Definition and Core Values

The air separation industry is an industrial sector that uses air as raw material to separate, purify, and liquefy oxygen, nitrogen, argon, and rare gases (neon, helium, krypton, etc.) through physical methods such as low-temperature distillation, pressure swing adsorption, membrane separation, etc. Its core value lies in:

Basic industrial support: providing key gas raw materials for more than 60 industries such as metallurgy, chemical engineering, electronics, and healthcare, known as producers of "industrial blood".

Strategic resource guarantee: Rare gases (such as helium) are strategic materials in the fields of semiconductors, aerospace, nuclear energy, etc. Air separation technology is directly related to national security.

Green transformation engine: Through technologies such as oxygen assisted combustion and nitrogen protection, it helps to save energy and reduce emissions in industries such as steel and chemical, and promotes the achievement of the "dual carbon" goal.