日用化学工业(中英文) ›› 2026, Vol. 56 ›› Issue (10): 1287-1296.doi: 10.3969/j.issn.2097-2806.2026.10.001
• 特邀专稿 • 下一篇
杨许召1,*(
),张盈盈1,裴壮壮2,汪会宝3,李亚坤1,张建强1,刘聪1,张瑞雪1,李莹1,蒋世隆1,张加祥1
收稿日期:2026-09-22
出版日期:2026-10-22
发布日期:2026-10-30
基金资助:
Xuzhao Yang1,*(
),Yingying Zhang1,Zhuangzhuang Pei2,Huibao Wang3,Yakun Li1,Jianqiang Zhang1,Cong Liu1,Ruixue Zhang1,Ying Li1,Shilong Jiang1,Jiaxiang Zhang1
Received:2026-09-22
Online:2026-10-22
Published:2026-10-30
Contact:
E-mail: 摘要:
金属加工液是金属加工行业中的关键配套材料和消耗品,表面活性剂决定加工液稳定性、润湿冷却、清洗排屑、润滑防锈和寿命。文章综述了表面活性剂在金属加工液领域的应用,通过介绍金属加工液及表面活性剂的概念,重点分析表面活性剂的类型及其在金属加工液中的作用机制,并深入探讨了表面活性剂在金属加工液配制、加工与应用中的作用,及其在乳化稳定、工件润湿、表面清洗、临时防锈、微生物控制和极压润滑等环节的作用规律与配伍策略。同时,文章还关注了表面活性剂领域的前沿技术进展,包括新型绿色表面活性剂的开发、纳米辅助复配技术等,并对其安全性评价体系、环保管理要求及未来发展方向进行了系统探讨。文章旨在为金属加工液配方优化设计及表面活性剂的科学应用提供理论依据与实践参考。
中图分类号:
杨许召, 张盈盈, 裴壮壮, 汪会宝, 李亚坤, 张建强, 刘聪, 张瑞雪, 李莹, 蒋世隆, 张加祥. 表面活性剂在金属加工液中的应用[J]. 日用化学工业(中英文), 2026, 56(10): 1287-1296.
Xuzhao Yang, Yingying Zhang, Zhuangzhuang Pei, Huibao Wang, Yakun Li, Jianqiang Zhang, Cong Liu, Ruixue Zhang, Ying Li, Shilong Jiang, Jiaxiang Zhang. Application of surfactants in metalworking fluids[J]. China Surfactant Detergent & Cosmetics, 2026, 56(10): 1287-1296.
| [1] | Zhang Kangfu, Wang Yugao, Tu Weigang, et al. Water-based metalworking fluids[M]. Beijing: Chemical Industry Press, 2007. |
| [2] | Global Market Insights. Metalworking fluids market size & share 2026—2035[R/OL] (2026-09-18) [2026-09-22]. https://www.gminsights.com/industry-analysis/metalworking-fluids-market. |
| [3] | Global Information. Metalworking fluids global market report 2026[R/OL]. (2026-08-18) [2026-09-22]. https://www.giiresearch.com/report/tbrc1927009-metalworking-fluids-global-market-report.html. |
| [4] | Grand View Research. Metalworking fluids market size, share & trends analysis report[R/OL]. (2026-08) [2026-09-22]. https://www.grandviewresearch.com/industry-analysis/metalworking-fluids-market. |
| [5] | Research and Markets. Metalworking fluids market report 2026[R/OL]. (2026-01) [2026-09-22]. https://www.researchandmarkets.com/reports/5741514/metalworking-fluids-market-report. |
| [6] | 24 Chemical Research. Metalworking fluid surfactants market research report 2026—2034[R/OL]. (2025) [2026-09-22]. https://www.24chemicalresearch.com/reports/315465/metalworking-fluid-surfactants-market. |
| [7] | Ma Fei. Research on the purification and regeneration process and equipment of metalworking fluids[M]. Dalian: Dalian Jiaotong University, 2015. |
| [8] | Li Wei, Liu Man, Ma Hao, et al. Selection of lubricating additives in synthetic metalworking fluids[J]. Applied Chemical Industry, 2015, 44 (S1) : 202-204, 208. |
| [9] | Li Maosheng. Development, application and evaluation methods of metalworking fluids[J]. Lubrication Engineering, 2010, 35 (11) : 123-127. |
| [10] | Wang Peiyi, Xu Baocai, Wang Jun. Surfactants:synthesis, properties and applications[M]. 2nd ed. Beijing: Chemical Industry Press, 2012. |
| [11] | Zhao Yifei. Study on interfacial molecular behavior and foam inhibition mechanism of block polyether nonionic surfactants[D]. Jinan: Shandong University, 2024. |
| [12] | Li Dongguang. Metalworking fluid formulations and preparation (I)[M]. Beijing: Chemical Industry Press, 2017. |
| [13] | Gu Xuebin, Xie Xiaobao. Application technology of industrial biocides[M]. Beijing: Chemical Industry Press, 2021: 190-193. |
| [14] | Rassol A, Dzienniak D, Sherov A, et al. Cutting fluids in metalworking: A comprehensive review of types, applications, and environmental considerations[J]. Advances in Science and Technology Research Journal, 2026, 20 (4) : 241-259. |
| [15] | Zhou Xuanfeng, Shi Rongying. Current status and development trends of cationic bactericides[J]. China Cleaning Industry, 2020, (Z1) : 187-193. |
| [16] | Chen Siwei. Construction of stimuli-responsive emulsification systems and study on their tribological properties[D]. Chengdu: Southwest Petroleum University, 2023. |
| [17] |
Lei J M, Gao Y X, Ma Y, et al. Improving the emulsion stability by regulation of dilational rheology properties[J]. Colloids and Surfaces A, 2019, 583: 123906.
doi: 10.1016/j.colsurfa.2019.123906 |
| [18] | Li Ting, Hu Wenjing, Li Jiusheng. Research progress on surfactant-type lubricant additives[J]. China Surfactant Detergent & Cosmetics, 2026, 56 (8) : 984-990. |
| [19] | Han Fu, Liu Zhiyan, Zhou Yawen, et al. Special surfactants and functional surfactants (IV) : application of silicone surfactants[J]. China Surfactant Detergent & Cosmetics, 2009, 39 (3) : 200-206. |
| [20] | Fu Xisheng. Study on the composite effect of extreme pressure agents, anti-wear agents, and friction modifiers for gear oils[J]. Petroleum Processing and Petrochemicals, 1996, (6) : 11-16. |
| [21] | Ding Zhenjun, Fang Yinjun, Gao Hui, et al. Study on the synergistic effect of anionic/nonionic surfactants[J]. China Surfactant Detergent & Cosmetics, 2007, 37 (3) : 145-148. |
| [22] | Zhu Jianning, Zhang Lei, Yu Xiangpeng, et al. Formulation design and comprehensive performance evaluation of a novel sulfur-containing water-based semi-synthetic cutting fluid for GH4169 machining[J]. Hot Working Technology, 2026, (16) : 181-194. |
| [23] | Wang Nan, Zhang Guiju, Zhao Li, et al. Performance and application of surfactants (X) : dispersing action and application of surfactants[J]. China Surfactant Detergent & Cosmetics, 2014, 44 (12) : 666-670. |
| [24] | Yuan Kai. Study on preparation and performance of microemulsified oil[D]. Wuxi: Jiangnan University, 2008. |
| [25] | Zhou Fangxu, Li Guangyu. Effect of functional additive combinations on the antibacterial properties of water-based metalworking fluids[J]. Plating and Finishing, 2025, 47 (4) : 107-112. |
| [26] | Tang L Z, Zhang Y B, Li C H, et al. Biological stability of water-based cutting fluids: progress and application[J]. Chinese Journal of Mechanical Engineering, 2022, 35 (1) : 3. |
| [27] | Yang Yuwei. Development of a semi-synthetic cutting fluid specially for machining centers[D]. Shanghai: East China University of Science and Technology, 2012. |
| [28] | Anhui Qiming Surface Technology Co., Ltd. A vegetable oil-based high-lubricity environmentally friendly cutting fluid and its preparation method: CN121914796A[P]. 2026-04-26. |
| [29] |
Elaraby A, Elgendy A, Abd-El-Raouf M, et al. Synthesis of Gemini cationic surfactants based on natural nicotinic acid and evaluation of their inhibition performance at C-steel/1 M HCl interface: electrochemical and computational investigations[J]. Colloids and Surfaces A: Physicochemical and Engineering Aspects, 2023, 659: 130687.
doi: 10.1016/j.colsurfa.2022.130687 |
| [30] | Wang Shirun, Wu Shumei. Characteristics and applications of phytic acid[J]. Journal of Tianjin Institute of Light Industry, 1991, (2) : 38-45. |
| [31] | Qu Zhiqiang, Xu Baocai, Cheng Jiecheng, et al. Specialty surfactants and functional surfactants (II) : Research progress and application prospects of boron-containing surfactants[J]. China Surfactant Detergent & Cosmetics, 2009, 39 (1) : 60-64. |
| [32] |
Hegazy M A, Abd El-Rehim S S, Badr E A, et al. Mono-, di- and tetra-cationic surfactants as carbon steel corrosion inhibitors[J]. Journal of Surfactants and Detergents, 2015, 18 (6) : 1033-1042.
doi: 10.1007/s11743-015-1727-1 |
| [33] |
El Basiony N M, Badr E E, Baker S A, et al. Experimental and theoretical (DFT&MC) studies for the adsorption of the synthesized Gemini cationic surfactant based on hydrazide moiety as X-65 steel acid corrosion inhibitor[J]. Applied Surface Science, 2021, 539: 148246.
doi: 10.1016/j.apsusc.2020.148246 |
| [34] |
Beena Rai Pradip. Modeling self-assembly of surfactants at interfaces[J]. Current Opinion in Chemical Engineering, 2017, 15: 84-94.
doi: 10.1016/j.coche.2016.12.003 |
| [35] |
Ewen J P, Heyes D M, Dini D. Advances in nonequilibrium molecular dynamics simulations of lubricants and additives[J]. Friction, 2018, 6 (4) : 349-386.
doi: 10.1007/s40544-018-0207-9 |
| [36] |
Ewen J P, Kannam S K, Todd B D, et al. Slip of alkanes confined between surfactant monolayers adsorbed on solid surfaces[J]. Langmuir, 2018, 34 (13) : 3864-3873.
doi: 10.1021/acs.langmuir.8b00189 pmid: 29537281 |
| [37] |
Latorre C A, Ewen J P, Gattinoni C, et al. Simulating surfactant-iron oxide interfaces: from density functional theory to molecular dynamics[J]. The Journal of Physical Chemistry B, 2019, 123 (31) : 6870-6881.
doi: 10.1021/acs.jpcb.9b02925 |
| [38] |
Ren Y, Zhang Q, Yang N, et al. Molecular dynamics simulations of surfactant adsorption at oil/water interface under shear flow[J]. Particuology, 2019, 44: 36-43.
doi: 10.1016/j.partic.2018.09.002 |
| [39] |
Elsamani I, Oni O, Ji Y, et al. Development and evaluation of bio-based anionic surfactants from corn oil for corrosion protection of mild steel[J]. ACS Omega, 2025, 10 (46) : 55975-55988.
doi: 10.1021/acsomega.5c07571 |
| [40] | Xia Chunhua, Yang Zhongming, Zhu Borong, et al. Research progress in the application of alkyl polyglycosides in metalworking fluids[J]. China Surfactant Detergent & Cosmetics, 2000, 20 (2) : 82-88. |
| [41] | Elsharaky E A, Mishrif M R, El-Tabei A S, et al. Performance of new synthesized emulsifiers in ecofriendly metal cutting fluid formulations[J]. Scientific Reports, 2024, 14 (1) : 5299. |
| [42] |
Huang L, Yang K P, Zhao Q, et al. Corrosion resistance and antibacterial activity of procyanidin B2 as a novel environment-friendly inhibitor for Q235 steel in 1 M HCl solution[J]. Bioelectrochemistry, 2022, 143: 107969.
doi: 10.1016/j.bioelechem.2021.107969 |
| [43] |
Sethurajaperumal A, Srivastava S, Ganesh G, et al. Natural surfactant stabilized aqueous MoS2 nano-lubricants for reducing friction and wear[J]. Chemical Engineering Journal, 2024, 496: 154080.
doi: 10.1016/j.cej.2024.154080 |
| [44] | Israr M, Mahboob A, Nazar M, et al. Structural insights into pyridinium-based dicationic surfactants at harsh conditions: Influence of spacer groups on thermal stability and surface properties[J]. Heliyon, 2025, 11 (4) : e42625. |
| [45] | Li Chunmei. Study on the biological toxicity of three surfactants and their inhibitory effects on the growth of typical dinoflagellate red-tide organisms[D]. Qingdao: Ocean University of China, 2007. |
| [46] | Liu Qianjun, Chen Di, Deng Yu, et al. Research progress on the application of surfactants in contaminated soil remediation[J]. Chinese Journal of Soil Science, 2017, 48 (1) : 243-249. |
| [47] | Wu Wei, Qu Jianhong, Chen Jiazhang, et al. Toxicological effects of nonylphenol ethoxylates and their degradation products on aquatic organisms[J]. Journal of Zhanjiang Ocean University, 2003, (6) : 39-44. |
| [48] | National technical committee 22 on metal cutting machine tools of standardization administration of China. Semi-synthetic cutting fluids: JB/T 7453—2013[S]. Beijing: Standards Press of China, 2013. |
| [49] | General administration of quality supervision, inspection and quarantine of the People’s Republic of China and standardization administration of the People’s Republic of China. Synthetic cutting fluids: GB/T 6144—2010[S]. Beijing: Standards Press of China, 2010. |
| [50] | National technical committee 337 on green manufacturing technology standardization. Metalworking fluids-limit requirements and determination methods for hazardous substances: GB/T 32812—2016[S]. Beijing: Standards Press of China, 2016. |
| [51] | Yuan Xiaomei. Safety production and environmental protection[M]. Beijing: Chemical Industry Press, 2025. |
| [52] | China Legal Publishing House. Law of the People’s Republic of China on the prevention and control of occupational diseases[M]. Beijing: China Legal Publishing House, 2019. |
| [53] | China Health Inspection Association. Guidelines for occupational health protection of workers exposed to metalworking fluids: T/WSJD 71—2024[S]. Beijing: Standards Press of China, 2024. |
| [54] | Ministry of Ecology and Environment, National Development and Reform Commission, Ministry of Public Security, et al. National catalogue of hazardous wastes (2025 edition)[Z]. 2025. |
| [55] | Lin Yilin. A brief analysis of the EU regulation on the registration, evaluation, authorization and restriction of chemicals (REACH)[J]. Guangdong Chemical Industry, 2022, 49 (11) : 86-90. |
| [56] | Wang Yaqin, Zhang Jinmei, Zhao Lei, et al. Gap analysis between China’s chemical classification and labeling and GHS[J]. China Safety Science Journal, 2011, 21 (4) : 164-170. |
| [57] |
Gu Mengmeng, Cai Weiquan. Development of high-efficiency, green, multifunctional water-based cleaners[J]. Chemical Industry and Engineering Progress, 2016, 35 (10) : 3301-3305.
doi: 10.16085/j.issn.1000-6613.2016.10.040 |
| [58] | Li Jinjin, Dong Yong, Xu Mei, et al. Research progress on alkyl polyglycosides and their derivatives for cleaners[J]. Fine Chemicals, 2022, 39 (4) : 665-676. |
| [59] |
Sharif M N, Pervaiz S, Deiab I. Potential of alternative lubrication strategies for metal cutting processes: a review[J]. The International Journal of Advanced Manufacturing Technology, 2017, 89 (5) : 2447-2479.
doi: 10.1007/s00170-016-9298-5 |
| [60] | Wang Wei, Zhou Ming’an, Dai Bin, et al. Research progress on nano-enhancement and data-driven approaches for bio-based metalworking fluids[J]. Chemical Industry and Engineering Progress, 2026, 45(8) : 4473-4487. |
| [61] |
Min F, Dreiss C A, Chu Z. Dynamic covalent surfactants and their uses in the development of smart materials[J]. Advances in Colloid and Interface Science, 2024, 327: 103159.
doi: 10.1016/j.cis.2024.103159 |
| [62] | Yantai Likai Semiconductor Technology Co., Ltd. A low-self-ignition-risk water-based cutting fluid concentrate for multi-wire cutting of aluminum alloys and method thereof: CN122038028A[P]. 2026-05-15. |
| [1] | 周朝辉, 李世祥, 滕旭东, 石蕾, 彭元奎, 樊剑. 温度对乙基己基延展型硫酸盐降低界面张力能力的影响[J]. 日用化学工业(中英文), 2026, 56(9): 1125-1133. |
| [2] | 刘璐璐, 陈强, 韩一秀, 冯玉军. 黏弹性表面活性剂(Ⅸ)—— 超长链离子型表面活性剂[J]. 日用化学工业(中英文), 2026, 56(9): 1134-1143. |
| [3] | 闫梦瑶, 梁慧斌, 赵永杰, 孙晋源, 张科, 周婧洁, 耿涛. 乙氧基化改性油脂对改善皮肤保湿效果的研究分析[J]. 日用化学工业(中英文), 2026, 56(9): 1144-1157. |
| [4] | 汤小芹, 王莉娜, 蔡小雪, 张国栋, 郑春颖. 护发素配方模型的相结构及其对性能的影响[J]. 日用化学工业(中英文), 2026, 56(8): 1038-1043. |
| [5] | 方圆圆, 张倩, 高梦雪, 王雨冰, 常晓维. 一种植物复合物缓解日常洗护致头皮敏感的功效及作用机制研究[J]. 日用化学工业(中英文), 2026, 56(8): 1027-1037. |
| [6] | 王莉娜, 蔡小雪, 汤小芹, 张国栋, 郑春颖. 构建pH响应型拟双子表面活性剂:探究提升护发素体系性能的微观机制[J]. 日用化学工业(中英文), 2026, 56(8): 1019-1026. |
| [7] | 刘璐璐, 陈强, 冯玉军. 黏弹性表面活性剂(VIII)——超长链非离子表面活性剂[J]. 日用化学工业(中英文), 2026, 56(8): 977-983. |
| [8] | 李婷, 胡文敬, 李久盛. 表面活性剂类润滑添加剂的研究进展[J]. 日用化学工业(中英文), 2026, 56(8): 984-990. |
| [9] | 宋玉函, 徐羽翀, 杨阳, 张雪青, 刘真, 冯敬敬. 基于复合表面活性剂提取的SP-ICP-MS法测定油包水防晒剂中纳米氧化锌[J]. 日用化学工业(中英文), 2026, 56(8): 1111-1117. |
| [10] | 赵文立, 丰宇欣, 唐江凌, 任红伟, 杨静, 贾原媛, 王彦飞. 表面活性剂在可溶性钾盐浮选中的应用研究进展[J]. 日用化学工业(中英文), 2026, 56(7): 952-959. |
| [11] | 姜昕, 刘堃, 姜博, 刘岩峰. 表面活性素的定量检测、高效合成及应用研究进展[J]. 日用化学工业(中英文), 2026, 56(7): 960-967. |
| [12] | 黄余年, 文琪, 喻冰清, 秦尧, 张廷志, 钱景茹. 氨基酸表面活性剂在沐浴油体系中的创新应用[J]. 日用化学工业(中英文), 2026, 56(7): 925-934. |
| [13] | 冯玉军. 黏弹性表面活性剂(VII)—— CO2响应蠕虫状胶束[J]. 日用化学工业(中英文), 2026, 56(7): 833-840. |
| [14] | 汪洪洋, 梁慧斌, 王春雨, 张科, 周婧洁, 耿涛. 环氧丙烷与1, 2-环氧丁烷对脂肪醇醚构效关系的影响研究[J]. 日用化学工业(中英文), 2026, 56(7): 841-852. |
| [15] | 楚宗霖, 姜展朋, 冯玉军. 黏弹性表面活性剂(VI)——智能蠕虫状胶束[J]. 日用化学工业(中英文), 2026, 56(6): 695-705. |
|