Analysis of the current situation and development trend of China's aluminum profile industry!!!


Release time:

2020-07-14

Aluminum profile is the world's second only to steel in terms of output and consumption. It shows its unique value in the field of energy conservation and environmental protection. Its green environmental protection performance is also being widely recognized by the society. The global sales revenue of aluminum profile industry is about 975.8 billion US dollars. The following is an analysis of the current situation of aluminum profile industry:

. Analysis of the Current Situation of Aluminum Profile Industry

Aluminum profile is the world's second only to steel in terms of output and consumption. It shows its unique value in the field of energy conservation and environmental protection. Its green environmental protection performance is also being widely recognized by the society. The global sales revenue of aluminum profile industry is about US $975.8 billion. The following is an analysis of the current situation of aluminum profile industry:

▲ Global Aluminum Profile Industry Sales Revenue Chart


China's modern aluminum profile industry can be traced back to the 1950 s. In 1956, the "Northeast Light Alloy Co., Ltd." (formerly known as Harbin Aluminum Processing Plant) was built for the purpose of producing military aluminum profiles, marking the beginning of my country's aluminum profile industry. The analysis of the aluminum profile industry pointed out that after a period of development, China's aluminum processing industry has entered 30 years of rapid development since 1985. There are many aluminum extrusion enterprises in China, with more than 900 as of 2019. However, the production capacity of most enterprises is relatively weak, for example, the number of enterprises with a production capacity of less than 50000 tons/year exceeds 800. In the field of construction, building energy consumption accounts for about 30% of the total social energy consumption in China, while the energy lost through doors and windows accounts for about 50% of the energy loss of the building envelope. The analysis of the current situation of the aluminum profile industry points out that the aluminum doors and windows made of thermal insulation broken bridge aluminum alloy, while maintaining a beautiful appearance, have excellent heat insulation effect, obvious energy saving and consumption reduction effect, and continue to replace the traditional wood and plastic doors and windows.

In the field of transportation, aluminum profiles have gradually been widely used in the transportation, electronic and electrical appliances, petrochemical, and automotive sectors, and the output of industrial aluminum profiles has grown rapidly. At the same time, with the expansion of the application of aluminum for copper and aluminum for steel, new products such as passenger car body panels (ABS), passenger car/commercial vehicle aluminum, aluminum alloy cables, aluminum alloy templates, aluminum trays, aluminum microchannel tubes, and aluminum for solar power generation will become new growth points in the aluminum processing industry. The transportation field will be the key development direction of high-end aluminum profiles.

In the general industrial field, aluminum alloy has a series of excellent characteristics (such as easy processing, light weight, good conductivity, etc.), and its relatively low cost (relative to copper and other metals) to make it steel, copper and other materials to form a substitute. Finally, in addition to its excellent properties, aluminum also has the property of being easily recyclable. The recovery rate of aluminum is more than 90%, and the energy consumed by re-smelting during recovery is only 5% of that during the initial smelting, and the recycling performance is excellent.

At present, China's aluminum processing products are mainly profiles and strips, with aluminum profiles accounting for about 53% and strips accounting for about 30%. The analysis of the current situation of aluminum profile industry points out that the content of aluminum products is different, and the varieties of alloy aluminum profiles with different components are also different. According to different proportions, aluminum profiles can be divided into 1-9 series, of which 6 series aluminum profiles (adding magnesium and silicon) are the more circulating products in the market at present.

From the perspective of enterprise scale, the capacity utilization rate of enterprises of different scales has declined to varying degrees. The capacity utilization rate of large and medium-sized enterprises with a capacity between 50000 and 100000 tons has the smallest month-on-month decline, with a decline of only 0.16; and production capacity More than 100000 tons of super-large enterprises also controlled within 1%, which was mainly affected by the off-season of the industry and the slowdown in real estate investment growth, however, another special situation in 2017 is that environmental protection and other factors have led to some orders from small factories that do not meet the environmental protection standards flowing to large enterprises, supporting the construction of large enterprises.

From the perspective of enterprise output, Henan, Shandong, and Guangdong are the top three, with output of 12.1249 million tons, 10.6658 million tons and 5.384 million tons respectively. Only two provinces and cities have output of more than 10 million tons. In addition, the output of Jiangsu, Guangxi, Zhejiang, Hunan and Inner Mongolia is more than 2 million tons, and the output of enterprises in six provinces and cities exceeds 2 million tons. There are 5 provinces and cities with an output of 100-2 million tons, while the output of the remaining 16 provinces and cities is 1 million tons lower.

According to my country's "13th Five-Year Plan" for non-ferrous metals industry, my country's total aluminum consumption will reach 43 million tons by 2020, and the average annual compound growth rate during 2016-2020 will reach 7.24. In 2016, the proportion of aluminum profiles in all aluminum consumption is about 59% 1. Based on this, it is estimated that the consumption of aluminum profiles will exceed 25 million tons in 2020 and the market capacity is huge. The above is all the contents of the analysis of the current situation of the aluminum profile industry.

2. Development trend of aluminum profile industry

Economic growth and continuous expansion of aluminum profile use, aluminum profile industry began to mature gradually. There are about 300 kinds of alloys and 1500 varieties of aluminum profiles in China, which is one of the countries with the richest variety of products in the world. The following is an analysis of the development trend of the aluminum profile industry:

▲ Table of growth of total production capacity of aluminum profiles in China

Aluminum profile industry analysis points out that aluminum profiles in China account for about 30% of the total application of aluminum profiles and are mainly used in transportation, machinery and equipment manufacturing, durable consumer goods and other industries, in China's aluminum profile applications accounted for about 10%, 10% and 12%. In the same period, the industrial consumption ratio of aluminum profiles in Europe, North America and Japan reached 60%, 55% and 40% respectively, which was much higher than that in China. The differences in consumption structure reflect the deficiencies in the production, development and application of aluminum profiles in the industrial field in China. As of December 31, 2019, China's total aluminum profile production capacity of 43.437 million tons, operating capacity of 38.092 million tons. From January to December, China's cumulative new production capacity was 1.935 million tons, the resumption capacity was 325000 tons, and the production capacity was 240000 tons. The compound growth rate of aluminum consumption in China is about 6.5 percent. The development trend of aluminum profile industry is expected that by 2020, China's aluminum consumption will reach its peak. By 2020, the peak of China's aluminum consumption will reach 44 million tons/year, compared with now, there is still more than 10 million tons of growth space.

Market Segment Structure Trend:

The scale of aluminum profiles has further increased, and the scale of aluminum profiles in China is expected to exceed 40% by the end of 2019.

product development trend:

energy-saving and emission-reducing aluminum profile products grow faster, while heat transfer energy consumption of enclosure structures such as doors, windows and curtain walls accounts for 20%-50% of building energy consumption. Under the guidance of national policy, this standard is gradually lowered.

industry concentration trend:

small aluminum profile processing plants with low product technology level, poor quality and low grade will be gradually eliminated, and the reorganization and integration of the industry will become a major trend in 2020.

Industrialization trend:

More and more companies are beginning to try the industrialization development path. For example, the leading domestic aluminum profile manufacturers are also gradually improving the product chain and industrial chain through investment and construction, mergers and reorganizations, etc., in order to enhance Its comprehensive competitive strength. This is the performance of the industry into maturity.

The development trend of the aluminum profile industry points out:

First, because the aluminum profile industry is less differentiated from other industries, cost competition will still be a key factor in market competition in the future; second, the scale of enterprises The trend of expansion and vertical integration of the industry have accelerated significantly, and a few fast-growing high-quality enterprises will increasingly become the dominant force in future market competition; third, the comprehensive competitiveness of enterprises based on scale, technology, brand, management and service is becoming more and more important; fourth, economically developed areas will continue to maintain a large and active consumer demand for aluminum profiles, which is conducive to the further development and growth of advantageous enterprises in these areas; finally, the pace of enterprises entering the international market will be further accelerated, especially in the coastal areas, which already have a good foundation for international market development, its export volume is expected to maintain rapid growth.

Overall, the fact that China's aluminum profile overcapacity is serious, the country is actively formulating corresponding measures to deal. "Capacity cooperation" will become a new measure for China to export electrolytic aluminum production capacity in 2020. For China's aluminum industry, electrolytic aluminum production capacity is very surplus, but there are still some other countries in the world that the electrolytic aluminum industry is underdeveloped or does not have electrolytic aluminum production capacity. If this part of electrolytic aluminum production capacity is transferred to these countries to achieve capacity cooperation, or To achieve a win-win situation, the above is all the content of the analysis of the development trend of the aluminum profile industry. 48