In the first half of this year, according to the national economic data released by the national development and Reform Commission and other authoritative departments, GDP grew by 6.9%, which fully proves that China’s economy is stable and good. Affected by the demand growth of domestic downstream enterprises and the recovery of international economy, the overall development momentum of our industry in the first half of the year was good, the effect of intelligent upgrading and transformation of enterprise equipment was obvious, the quality and efficiency were improved, the proportion of environmental protection and green production increased, and the volume of import and export trade increased.
1、 The economy of the industry operated well in the first half of the year
1. The production and sales of main products of the industry, brown corundum, white corundum, black silicon carbide and abrasive tools increased significantly, while the production and sales of green silicon carbide decreased sharply.
Statistics on the output of centralized production areas of various products from the branch
From January to June, the production and sales volume of brown corundum was 795000 tons, a year-on-year increase of 4.6%;
White corundum produced and sold 186000 tons from January to June, a year-on-year increase of 28.27%;
The production and sales volume of black silicon carbide from January to June was 290000 tons, a year-on-year increase of 38.1%;
The production and sales volume of green silicon carbide from January to June was 54000 tons, a year-on-year decrease of 61.43%;
From January to June, the production and sales of ceramic abrasives were 103000 tons, a year-on-year increase of 7.29%;
The production and sales volume of resin abrasive tools from January to June was 280700 tons, a year-on-year increase of 24.2%.
2. Environmental protection supervision promotes industry upgrading
In the first half of the year, the greatest pressure on enterprises was environmental protection supervision. The state made a great determination to deal with environmental problems, and the Ministry of environmental protection increased its supervision over all localities, which is called the supervision storm. Our abrasive production enterprises are also the focus of supervision. The key production areas of brown corundum and white corundum, Henan, Shandong, Guizhou and Shanxi, have made great efforts in supervision, and all enterprises whose dust emission does not meet the standard will be shut down. The key production areas of silicon carbide, Gansu, Ningxia, Qinghai and Xinjiang, not only have strict restrictions on dust emission, but also have very strict requirements on waste gas emission. Both are pollution sources causing air pollution, Many substandard enterprises stopped production after the inspection.
At present, many black silicon carbide production enterprises in Gansu have been shut down due to poor environmental protection. All production in Liujiaxia area has been stopped, and the government has paid compensation to the enterprises. All enterprises producing green silicon carbide in Tianzhu area have stopped production, only four black silicon carbide production enterprises have started, and most of the green silicon carbide production enterprises in Qinghai and Xinjiang have stopped production. The operating rate of brown corundum is about 30%, and that of white corundum is about 20%.
As an important policy of national development, strengthening environmental protection supervision is beneficial but not harmful in eliminating backward production capacity, promoting industrial upgrading and improving product quality. People of insight in our industry took this opportunity to increase the transformation and upgrading of enterprise environmental protection facilities. Luxin abrasive company completed the transformation and upgrading of white corundum smelting furnace, Baige Guxian SENRUN abrasive company Guizhou Sanshan grinding Co., Ltd., Shaanxi Jingang refractory Co., Ltd., Chongqing Sete corundum Co., Ltd. and other enterprises are equipped with brown corundum smelting environmental protection equipment according to standards, and the dust removal effect is good.
Ningxia is an area where silicon carbide smelting enterprises are concentrated. Local enterprises attach great importance to environmental protection and up to standard production. In terms of dust emission control, the front of smelting furnace, mixing yard and processing workshop of Ningxia Hexing metallurgical refractory Co., Ltd. are very clean. In particular, the processing workshop uses vacuum cleaner to clean the scattered particles in the workshop, which is very clean; The automatic batching, automatic feeding and production environment of Ningxia Tianjing Longding silicon carbide Co., Ltd. are in good order. Every effort is being made to collect and utilize carbon monoxide and other waste gases. Ningxia Pingluo Binhe silicon carbide products Co., Ltd. has built carbon monoxide collection pipelines under each smelting furnace for power plant power generation, heating and other reuse, so as to create new benefits for enterprises. The production of these enterprises has not been greatly affected by environmental protection inspection, and the production and sales have increased steadily.
However, there are still many enterprises engaged in guerrilla warfare in environmental protection supervision. The inspection team stopped when it came and started again. Some of them checked during the day and at night. They did not timely and seriously improve the problems existing in the enterprises. Not only the operating rate was affected, but also the products were produced in a hurry, and the smelting time and process control were restricted, which seriously affected the product quality and output.
3. The good operation of downstream enterprises has driven the development of the industry
The world iron and Steel Association recently announced that the global crude steel output in the first half of this year was 8360.3 million tons, a year-on-year increase of 4.5%. Among them, China’s crude steel output reached 4175.5 million tons, a year-on-year increase of 4.6%, both reaching a record high, steel prices are also rising, and the production and sales of metallurgical grade and refractory grade black silicon carbide increased by 38.1%.
In the first half of the year, the output of ten non-ferrous metals was 27.6 million tons, a year-on-year increase of 7.2%, and the price rebounded sharply year-on-year. In the first half of the year, the main business income of the whole industry was 320.11 billion yuan, and the profit was 128.3 billion yuan, a year-on-year increase of 17.1% and 50.8%.
The added value of the building materials industry increased by 5.7% year-on-year. Cement, flat glass, glazed tiles and ceramic tiles all achieved rapid growth, with an average price increase of 6% and a substantial increase in profits.
Automobile production and sales increased by 4.64% and 3.81% year-on-year.
China’s shipbuilding completion increased by 55.1% year-on-year. In the first half of the year, the number of new shipbuilding orders ranked first in the world, surpassing South Korea.
After the rapid development of the real estate industry, recently, governments at all levels have introduced a series of measures to curb overheating and rapid development, so as to make the real estate development return to rationality. However, in the first half of the year, the national real estate development investment was 5061 billion yuan, a year-on-year increase of 8.58%, and the profits of more than 70% of real estate enterprises rose.
In the first half of the year, the machinery industry realized a main business income of RMB 1.251.6 billion, a year-on-year increase of 11.6%, and a total profit of RMB 857.6 billion, a year-on-year increase of 14.69%.
The development of these downstream industries increases the demand for abrasives.
4. The demand of photovoltaic industry decreased, and the production and sales of green silicon carbide decreased sharply.
Recently, the green silicon carbide micro powder used for silicon wafer cutting in the photovoltaic industry has been gradually replaced by diamond wire, and the use of green silicon carbide micro powder used as cutting edge material has been greatly reduced. According to preliminary understanding, at present, most of the cutting of monocrystalline silicon has been cut with diamond wire, and the use of gold wire on polycrystalline silicon cutting accounts for about 20%, but the proportion may reach 60-70% by the end of the year. The current green silicon carbide powder cutting mainly uses recycled sand, and the proportion of new sand is about 30%, which is also the main reason for the steep decline in the production and sales of green silicon carbide.
5. The production and sales volume increased and the profit margin was low.
According to the statistics of industry scale enterprises, for abrasive enterprises: green silicon carbide production enterprises, the proportion of sales and profit margin decreased by 50% and 90% respectively, and other products increased in varying degrees. Among them, the sales of brown corundum increased by about 10% year-on-year and the profit margin increased by about 3% year-on-year; The sales of white corundum increased by about 20% year-on-year, and the profit margin increased by about 8% year-on-year; The sales of black silicon carbide increased by about 40% year-on-year, and the profit margin increased by about 10% year-on-year.
The main reasons for the great difference between the proportion of sales and the proportion of profit margin are the large increase in cost and the small increase in price. Under the circumstances of the general increase in raw material cost, transportation cost and environmental protection cost, the product price can not be adjusted due to a variety of reasons. The main reasons are: first, the product quality is not high and the price can not be sold; second, the supply exceeds the demand and the competition among peers is fierce, Afraid of losing customers, they dare not raise prices. In the first half of the year, the price of brown corundum increased by about 50-100 yuan / ton, and that of white corundum and black silicon carbide only increased by about 150-200 yuan / ton, which can not offset the erosion of profits caused by rising costs.
The sales volume of abrasive tool enterprises and ceramic abrasive tool manufacturers increased by about 11% year-on-year, and the profit margin increased by about 10%; The sales of resin abrasive tool manufacturers increased by about 20% year-on-year, and the profit margin increased by about 5% year-on-year.
The reasons for the large gap between sales and profit margin of resin abrasives are as follows: first, the output increases and the sales increase proportion is large; Second, small resin chips also account for a large share and low price. Resin abrasive tool manufacturers are also facing rising prices of raw materials, sand and resin. Similarly, due to the large market supply of homogeneous products and lack of competitiveness, the price can not go up, offsetting the profits.
2、 The recovery of the international economy has promoted the growth of import and export trade
This year, the one belt, one road, and other countries along the way of the US, EU and Japan have been increasing their investment in capital construction projects.
1. From January to June 2017, the export volume and export amount of abrasive products generally increased, and the average price decreased.
According to the Customs Statistics (Table 1), the export volume and export amount of main products: the quantity and amount of natural corundum increased by 138.84% and 142.77% respectively year-on-year, and the average price was flat; The export volume of brown corundum increased by 9.47%, the amount decreased by 4.27%, and the average price decreased by 11.77%; The quantity and amount of other artificial corundum increased by 38.04% and 37.22% respectively year-on-year, and the average price decreased by 0.61%; The quantity and amount of silicon carbide increased by 15.52% and 1.01% respectively year-on-year, and the average price decreased by 12.42%; The quantity and amount of boron carbide increased by 48.87% and 40.58% respectively, and the average price decreased by 5.55%; The number and amount of abrasives increased by 16.44% and 8.3% respectively, and the average price decreased by 6.93%.
Raymond Mill solution
Professional ingenuity, high efficiency and low consumption Raymond mill, calcium hydroxide mill