In 2019, international trade frictions continued, and the world economy changed greatly. Under such an environmental background, the development of the domestic aluminum industry also fluctuated. The upstream and downstream industrial chain enterprises around the development of the aluminum industry began to lose money, and the pain points were gradually disclosed.
First, the industry has excess capacity, and supply exceeds demand
In response to the problem of overcapacity, although the state has also consciously adjusted the electrolytic aluminum industry, the rate of capacity growth is still exceeding expectations. In the first half of 2019, due to the influence of environmental protection and market conditions, the operating rate of enterprises in Henan was extremely low. Individual enterprises in the northwest and east China regions began to overhaul to varying degrees. Even if the new capacity was released, the total supply of the industry remained high and was in overcapacity. run. According to statistics, from January to June 2019, China’s primary aluminum output was 17.4373 million tons, while the actual output of prebaked anodes reached 9,546,400 tons, which exceeded the actual amount of electrolytic aluminum by 82.78 tons, while China’s aluminum used prebaked anodes. The annual production capacity has reached 28.78 million tons.
Second, technical equipment is backward, and the products are mixed.
At present, most enterprises produce equipment, because of the high-speed operation in the early stage of production, some equipment has seriously exceeded the service life, equipment problems have been disclosed one after another, and the stability of production cannot be guaranteed. Not to mention some carbon producers with smaller production capacity, technical equipment may not meet the national industry technical standards, and the products produced also have quality problems. Of course, there are many factors that cause product quality problems. In addition to the impact of technical equipment, the quality of raw materials will also reduce the quality of carbon products.
Third, the environmental protection policy is urgent, and the pressure on carbon enterprises is constantly
Under the environmental background of “Green Water and Green Mountain”, the blue sky and white clouds are protected, domestic environmental protection policies are frequent, and pressure on the carbon industry is increasing. Downstream electrolytic aluminum is also subject to environmental protection, production costs and other issues, the implementation of capacity conversion, resulting in increased carbon industry transportation costs, extended payment cycle, corporate turnover funds and other issues are gradually disclosed.
Fourth, the world trade friction escalates, the international form changes greatly
In 2019, the world pattern changed, and the Brexit and Sino-US trade wars affected the international economic situation. At the beginning of this year, the export volume of the carbon industry began to decline slightly. The foreign exchange earned by enterprises was decreasing, and some enterprises already had losses. From January to September of 2019, the total inventory of carbon products reached 374,007 tons, an increase of 19.28% year-on-year; the export volume of carbon products was 316,865 tons, a year-on-year decrease of 20.26%; the foreign exchange earned by exports was 1,080.72 million US dollars, a year-on-year decrease of 29.97%.
In the carbon industry of aluminum, in the face of many pain points such as quality, cost, environmental protection, etc., how can carbon enterprises effectively improve their living space, break the deadlock and quickly get out of the “difficulties”?
First, warm up the group and promote the development of the company
The individual development of the enterprise is limited, and it is difficult in the cruel economic competition. Enterprises need to find out their own shortcomings in a timely manner, unite their superior enterprises, and warm up the group to enhance their living space. In this case, we must not only cooperate with domestic counterparts or upstream and downstream industrial chains, but also actively “go global” in the existing context, and expand the international technology development and exchange platform of enterprises, which is more conducive to the integration of enterprise capital technology and the enterprise market. Broaden up.
Second, technological innovation, equipment upgrades, improve product quality
Technical equipment is one of the important factors affecting the quality of products. The carbon industry products need to change from quantitative increase to quality improvement and structural optimization. Carbon products should adapt to the technological progress of electrolytic aluminum enterprises and provide strong energy saving and downstream consumption. A strong guarantee. We must accelerate the development of new carbon materials with independent intellectual property rights and independent innovation, look at the research and development and breakthrough of the entire industry chain, and work closely with the upstream and downstream to quickly break through and improve the quality of raw materials such as needle coke and polyacrylonitrile raw silk. Break the monopoly and increase the initiative of production.
Third, strengthen corporate self-discipline and adhere to green sustainability
According to the development concept of the national “Green Water Qingshan is Jinshan Yinshan”, the newly released “Non-carbon Energy Consumption Limits for Carbon Products” has been implemented, and the “Carbon Industry Air Pollutant Emission Standards” group standard is also in September 2019. Implementation began on the 1st. Carbon green sustainability is the trend of the times. Enterprises need to strengthen energy conservation and consumption reduction management, strengthen investment in environmental protection equipment, and achieve recyclability while ultra-low emissions, which can effectively promote enterprises to reduce costs and increase efficiency.
With the development of large-scale enterprises and supporting models, in the face of “quality, cost, environmental protection” and other pressures, how can most SMEs achieve group heating and effectively enhance mergers and acquisitions? The industrial information service platform of China Merchants Carbon Research Institute can effectively and intelligently match the corresponding technology management business of enterprises, truly implement the cost reduction and efficiency increase of enterprises, and promote the rapid development of enterprise quality.
Post time: Nov-20-2019