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Supported by the 14th Five-Year Plan, non-ferrous metal companies take advantage of the momentum to start a new journey of high-quality development

Brilliant achievements in the development of the non-ferrous metal industry    New China's non-ferrous metals industry has worked hard and forged ahead for 70 years, and has built an industrial system and production capacity with complete categories, complete systems, huge production capacity, and optimized structure. It has developed from a backward predicament to become the world's largest non-ferrous metal industry in production, consumption and trade, and has made important contributions to promoting my country's economic and social development and the progress of the world's non-ferrous metal industry.    Technological innovation leads the comprehensive upgrade of the non-ferrous metal industry    Since the reform and opening up, non-ferrous enterprises have achieved independent innovation on the basis of introduction, digestion and absorption through the research of production, education and research technology. Successfully developed a batch of common key technologies and applied them to production, which quickly realized industrial upgrading. Since entering the new century, basic research has been strengthened, and major technological breakthroughs have been made in original innovation and collaborative innovation. Among them, electrolytic aluminum technology is the most significant. In recent years, the 600 kiloampere ultra-large aluminum electrolysis technology developed is the world's first and international leader. The self-developed 300 kA large-scale aluminum electrolysis technology has long been exported abroad. The independently developed suspended copper smelting, oxygen bottom blowing, double bottom blowing and "two-step" copper smelting technologies have reached the world's advanced level. The self-produced high-end aluminum, magnesium and titanium alloy materials have been used in aviation, automobiles, and high-speed railways. Ultra-coarse, ultra-fine, ultra-pure homogeneous cemented carbide, nuclear power zirconium and hafnium materials and other rare metal processing materials have made significant progress in replacing imports.    The form of the development of the non-ferrous metal industry during the 14th Five-Year Plan period is still grim As China’s economy shifts from a stage of rapid growth to a stage of high-quality development, the domestic market’s demand for non-ferrous metals and other bulk raw materials has also shifted from a period of continuous growth to a period of “micro-growth”. During the “13th Five-Year Plan” period, domestic copper and aluminum The growth rate of consumption of major non-ferrous metals has dropped significantly, and the stage of rapid growth in domestic demand for non-ferrous metals has ended. It is expected to fall further in the future. With the decline in consumption growth, my country's main non-ferrous metal demand will enter a plateau during the "14th Five-Year Plan" period and peak consumption will appear. Since there are no large-scale bauxite mines to be developed in China, under the background of the gradual exhaustion of the original mine base resources, it is expected that my country's bauxite dependence will continue to rise in the future. At the same time, competition in the international market is becoming increasingly fierce, and my country's non-ferrous metal products export space will be severely squeezed in the future.

The price of bare copper has been rising all the way, who will rescue the insulated wire companies that "sell at a loss"?

[Big Bit Guide] Since the beginning of this year, the prices of various raw materials have continued to rise, which has severely hit the physical manufacturing industry. Insulated wire companies are mainly trapped by the prices of raw materials such as plastic pellets and bare copper wires.   Magic In 2020, the price of bare copper is going up all the way, and there is no "wu morality"! It is a great blow to both terminal manufacturers and upstream insulated wire companies.    The rise in copper prices affects many power supply and home appliance companies that demand more copper, copper wires, and power cords. Of course, other industries that use more copper wire are also not immune.    For home appliance companies such as Galanz with annual revenues of tens of billions, Xinbao and Omar, with annual revenues of tens of billions, they have a certain buffer space when costs rise. For small and medium-sized enterprises with small revenues, it is not so easy.    Zhongshan Lotto Electric is a small and medium enterprise exporting home appliances with an annual revenue of about 100 million yuan. The general manager of Lotto Electric, Liming Yang, suffered a lot between the skyrocketing orders and the skyrocketing costs. Among them, the most upsetting thing for him is that the price of bare copper has been rising since the beginning of this year.    Liming Yang told the media that the price of bare copper was 39,000 yuan/ton at the end of March and early April this year. On October 20, the price of bare copper was 51,700 yuan/ton, up 32.56% from the previous month.    Liming Yang said that their net profit margin is only 4%, and some products are not yet, and the cost of exchange rate increase alone has swallowed the profit. Another person in the household appliance industry said that in terms of price, export refrigerators "must increase in price, and without price increase, there is really no way to make a profit."    Although Lotto Electric expects fan orders in 2021 to be 50% higher than in 2020, Liming Yang expects business losses next year due to rising material prices, strong RMB exchange rates, rising labor costs and increased factory rents.   As a terminal manufacturer, Xinbao has used capacity optimization and automated production to absorb the pressure of rising costs. In the past two years, Xinbao has increased its investment in automation, and at the same time introduced new products to customers every year to ensure stable prices and make money.    Galanz is also actively promoting intelligent manufacturing. This year, it launched the construction of an industrial 4.0 base at its Shunde headquarters. The mountain refrigerator factory will increase its production capacity by 50% next year, mainly through the improvement of automation and lean production, and the introduction of new products such as breakfast machines.    In fact, the price of bare copper is rising, and the first one is naturally insulated wire companies, which can be said to be "unspeakable"!    In response to such a large increase in copper prices, "Magnetic Components and Power" recently interviewed many practitioners engaged in the production of insulated wire and confirmed this fact. Sales employees of a Shenzhen three-layer insulated wire manufacturer told reporters that at the beginning of this year, they had more than 30 thousand one ton of copper wire, and the price of copper has now reached 60 thousand one ton.   Insulated wire companies are "careless". No one expects that the price of copper is so unconventional, and they can't keep up with the preparation of goods in advance.    The rapidly rising costs are difficult to digest for any insulated wire company in the short term.    Even in the face of doubling the price of bare copper wire, no insulated wire company dare to easily increase the current price of insulated wire. This is the status quo of the insulated wire industry. Faced with the current competitive situation of the insulated wire industry, many practitioners interviewed by the reporter can only express helplessness. They urgently await the establishment of a unified standard for the insulated wire industry, with one heart and one mind, and seek common ways for the healthy development of the insulated wire industry. When the industry faces cost pressures, it can keep pace.    They also hope that there can be a unified group or mechanism to coordinate the insulated wire industry to a more harmonious development path.

2020 Deep Research Report on Global and China Thermal Energy Storage (Material) Industry

Molten salt is the most commonly used thermal energy storage medium, which has a higher boiling point and a higher volumetric heat capacity. When energy is needed, the molten salt will be pumped into the steam generator, which will boil the water, spin the turbine and generate electricity.   The heat storage material is a new material that can store and release heat energy on demand. The heat storage equipment made of this material not only has high energy storage density, but also has the characteristics of low cost, convenient transportation and long energy storage time, which will create a new way to capture and store solar energy. At present, the latest material is composed of azobenzene and carbon nanotubes. In addition to the advantages of diruthenium fullvalene, it also has the characteristics of low price and good thermal stability, and it surpasses lithium-ion batteries in energy density. The "2020 Global and China Thermal Energy Storage (Material) Industry Deep Research Report" issued by the New Thinking Industry Research Center shows that the global thermal energy storage industry market will grow from US$194 million in 2020 to 4.05 in 2025. Billion US dollars, with a compound annual growth rate of 15.9%. The growth in the size of the thermal energy storage market can be attributed to factors such as the increasing demand for power storage technology related to the increase in the number of CSP projects and the increase in HVAC applications.   Divided by technology, sensible heat storage is the largest market segment The thermal energy storage in the form of "sensible heat" is based on the specific heat of the storage medium, which is stored in a storage tank with high thermal insulation. The most widely used and commercialized heat storage medium is molten salt, which has many commercial and industrial applications. Molybdenum salt has excellent thermal properties and has been used in more than 50% of operating thermal energy projects so far. Similarly, in terms of economies of scale, reasonable heat storage technology is the most cost-effective.   By dividing storage materials, molten salt materials are expected to grow at the fastest rate during the forecast period   Molten salt is the most commonly used thermal energy storage medium, which has a higher boiling point and a higher volumetric heat capacity. When energy is needed, the molten salt will be pumped into the steam generator, which will boil the water, spin the turbine and generate electricity.   The power generation field is expected to become the largest contributor to the market during the forecast period    Thermal energy storage in concentrated solar power plants (CSP) can help overcome the intermittency of solar energy, and can also reduce the levelized cost of energy (LCOE) by extending the use time. The TES system can collect energy and store it during sunshine hours to postpone its delivery to a later time or to promote factory output in cloudy weather conditions. Therefore, the operation of solar thermal power plants can be extended to periods without solar radiation without burning fossil fuels. Energy storage not only reduces the mismatch between supply and demand, but also improves the performance and reliability of the energy system, and plays an important role in saving energy.   By downstream users, the utility sector is expected to become the largest contributor during the forecast period   The thermal energy storage system has been incorporated into the power plant as a viable demand-side management option. These systems use ice water or chilled water technology to store thermal energy in storage tanks during utility off-peak hours. By shifting customers' power demand to off-peak hours, this helps to meet peak demand with fewer power plants. Currently, many utility companies offer time-of-day pricing to their customers and sell electricity at lower prices during off-peak hours.   Europe accounted for the largest share of the thermal energy storage market in 2019    The installed capacity of CSP in Europe is expected to increase from 2.3 GW in 2017 to 4 GW in 2030. Countries in the European region try to achieve carbon emission reduction targets, and raise interest rates while switching from coal-fired power generation to renewable energy power generation. This will also support the development of dispatchable CSP plants with storage.    The major players in the global heat storage market include companies such as Abengoa Solar (Spain), Burns & McDonnell (US), BrightSource Energy (US), Calmac (US) and SolarReserve (US).

my country's new materials field is showing a development trend of military-civilian integration

New materials for military industry are the key basic technology in the world's military field, the key to modern sophisticated weapons and equipment, and the key field of military-civilian integrated development.    Superalloys-key materials for aero-engines: mainly used in the fields of aero-engines, gas turbines, single crystal superalloy blades, and nuclear reaction equipment. In the international advanced aero-engines, high-temperature alloys account for about 40-60% of the total weight; studies have shown that the increase in the thrust-to-weight ratio of aero-engines, 50-70% of the contribution comes from high-temperature materials and related preparation technologies. It is estimated that the market space of superalloys from 2015 to 2020 is close to 70 billion.    Composite material-sky stone: Composite material is the most important type of engineering material in the development of national defense industry. It is mainly used in the structure of aircraft fuselage and engine in national defense industry. At present, the amount of composite materials on the most advanced fighter aircraft has reached 40%, and the amount of composite materials on the A350 aircraft recently launched by Airbus is as high as 52%. It is estimated that the military aviation market demand will exceed 102,000 tons in the next five years, and the market space will exceed 20 billion.    Titanium alloy-universal alloy: Titanium alloy is an ideal lightweight structural material, mainly used in aircraft structural parts. It accounts for 41% of the weight of the structure on the F-22 aircraft, 15% on the Boeing 787, and 31% on the V2500 engine on the A320. It is estimated that the titanium alloy market space in my country's military aviation field will be 14.2 billion yuan in the next five years, and the titanium alloy market space in the civil aviation field will be 26.55 billion yuan in the next 20 years. Metamaterials-high-tech that changes the world: Metamaterials are "materials" composed of materials that have the characteristics of exceeding the electromagnetic response limit of natural materials. At present, the main defense applications are concentrated in metamaterial stealth technology, metamaterial special antennas and super Material radome and other fields. In the next 20 years, metamaterials will have a huge market space in the national defense industry. The application of stealth materials for military aircraft alone will exceed 100 billion, and the application market for warships will exceed 60 billion.   Ultra-high-strength steel: Ultra-high-strength steel is developed to meet the high strength requirements of aircraft structures, and is widely used in the manufacture of rocket engine pressure vessels and aircraft landing gears. It is estimated that by 2020, the annual market size of ultra-high-strength steel will be close to 1 billion.

Only technological innovation can save my country's copper processing industry

In 2015, my country's copper processing industry mainly showed the following characteristics: The growth rate of production capacity and output did not decrease. In 2015, the output of copper products in my country reached 14.987 million tons, a year-on-year increase of 25.2%, an increase of 14.42% over the previous year. The provinces with the largest increase in output were Shandong, Guangdong, Jiangsu and Jiangxi, and Jiangxi ranked first in copper output. Big province. From the analysis of product consumption structure, the latest data shows that the current largest application market for copper processing materials in my country is copper cables for the power industry, and consumption accounts for about 50% of the total copper market consumption.   The investment in fixed assets has not been effectively controlled. In 2015, my country's non-ferrous metal processing projects completed a fixed asset investment of 330.341 billion yuan, accounting for 49.99% of the completed investment in the non-ferrous metal industry. It is still the hottest investment in my country. Among them, 553 copper rolling processing projects are completed, and the project investment is 52.567 billion yuan. Yuan, an increase of 35.44% over the previous year, accounting for 15.91% of the fixed asset investment completed in the manufacturing and rolling of ferrous metal alloys.    During the "Twelfth Five-Year Plan" period, my country has completed a total of 370.15 billion yuan in non-ferrous metal alloy manufacturing and rolling plus fixed asset investment, an average annual increase of 44%. The total investment completed in the first three years of the "Twelfth Five-Year Plan" was 737.29 billion yuan, equivalent to twice that of the five-year period of the "Twelfth Five-Year Plan", indicating that under the current situation, the control of non-ferrous metal production capacity expansion is not effective. At the same time, it can be seen from the top ten provinces and regions in terms of completed investment that production capacity is shifting to the central and western regions, effectively solving regional imbalances.   Import and export trade hardly improves. According to statistics, in 2015, my country imported 649,000 tons of copper processing materials, a year-on-year decrease of 3%; exports were 489,000 tons, a year-on-year decrease of 0.8%. It can be seen from the above data that the world's developed economies have insufficient demand for non-ferrous metals, and my country's non-ferrous metals export situation is slowly recovering. The formulation of short-term plans, annual plans, and investment plans should not have high expectations of the international market, and should still stick to domestic demand. At the same time, my country's non-ferrous metal processing industry is gradually showing the effect of promoting technological progress and industrial adjustment, and its dependence on high-precision processing materials such as special alloys, high-precision strips and rolled copper foils in developed countries has decreased.    Inefficient operation is still the main theme of the economic operation of the copper and aluminum processing industries. The latest data shows that the profit of processing enterprises accounts for a relatively high proportion of the total profit of the non-ferrous metal industry, but the profit margin of main business income is only 4%.    From the perspective of the entire non-ferrous metal industry, due to weak domestic and foreign non-ferrous metal demand, the prices of most varieties fluctuate at low levels. Due to factors such as the rigid increase in production cost factors, companies generally have difficulties in operating, with increasing losses and negative growth in profits from main activities. However, in terms of realizing profits, the situation is different. Relatively speaking, state-owned enterprises have declined, while private enterprises have grown; large and medium-sized enterprises have fallen, and small enterprises have grown; mining and smelting enterprises have fallen; and processing enterprises have grown. As far as the processing industry is concerned, although corporate profits have increased from statistical data, the increase is lower than the increase in output and main business income, and the profit margin of main business income is actually declining.   The industry's own efforts are the key    The ups and downs of raw material prices, the intensification of product homogeneity competition, the continuous decline of copper processing fees, and the slow recovery of domestic and foreign economic conditions have led to uncertain market demand, which has kept many copper processing enterprises in the era of meager profit. "At present, the hope of the development of my country's copper processing industry depends on the improvement of the external environment and the industry's own efforts. The latter is the key and we can control it." Ma Shiguang, Sec
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