The steel industry explores new industry chain growth poles

Abstract China's steel industry is experiencing the biggest flaws, with low-end production capacity and high-end production capacity. As the world's largest steel producer and consumer, we are still far from the steel power. The main reason is that China's steel companies are still only "raw materials"...
China's steel industry is experiencing the biggest flaws, with low-end production capacity and high-end production capacity. As the world's largest steel producer and consumer, we are still far from the steel power. The main reason is that China The steel companies are still only “raw materials” factories and have not yet evolved into finished factories.


An industry that is out of the actual demand and only knows to build a car behind closed doors is no wonder that it has been "abandoned" by customers. Obviously, after suffering the pain, China's steel people have begun to realize this problem, and are actively reaching into the users. Some domestic steel mills such as Baosteel actively invest in the auto parts industry, and the auto parts industry develops rapidly in China. The speed of development in the industry in recent years is very fast, second only to the real estate industry. At the same time, because of the large population and high economic growth rate, the national living standard has been continuously improved, which has further increased the demand of the domestic automobile market. The automobile consumer market has driven China's auto parts industry into a "golden period" of rapid development. At the same time of strong demand in the domestic market, China's auto parts exports still maintain rapid growth.

Statistics show that in the first half of this year, the cumulative export value of auto parts was 28.159 billion US dollars, up 4.59% year-on-year. Although the growth rate dropped by 9.77 percentage points over the same period of last year, it accounted for 75.82% of the total automobile merchandise exports. We believe that the second half of the year The export of parts and components will continue the trend in the first half of the year, and there will be no obvious improvement for the time being. However, in the wave of new urbanization construction, the author believes that the future growth potential of the domestic automobile consumption market is considerable; plus the recent development and reform commissions and other units will soon be on the automotive industry. In the anti-monopoly investigation, as the country with the highest automobile price, China's automobile market has been chaotic. We believe that this anti-monopoly investigation will affect the development of China's automobile industry in depth, and people will open the automobile market price. The expectation of a large increase in services is strong. Once realized, China's auto industry will enter another peak period of development. As a result, the auto parts industry will also usher in a broader market. The demand for automotive steel is greatly increased. The new main ideas for the production of steel industry chain are the main raw materials for the production of auto parts, such as carbon steel, etc. It can be said that the production of auto parts needs to rely closely on the steel industry. In China's steel downstream industry, automotive steel accounts for a considerable portion. According to statistics, in 2012, the apparent consumption of steel in China was about 680 million tons, and the consumption of automotive steel was around 40 million tons, accounting for 6 of the total consumption. About %, and mostly high-end steel. According to the 12th Five-Year Plan of the automobile industry, China's automobile production will reach 28 million by 2015. By the end of the “Twelfth Five-Year Plan”, the annual demand for automotive steel is expected to increase to 60 million tons; the proportion will rise sharply to nearly 10 %.

According to this calculation, according to experience, the demand for special steel for the production of automotive parts and components can reach 20 million tons by then, accounting for about 30% of the total automotive steel. Because the special steel used in the production of auto parts belongs to high-end steel, this is exactly the same for China's efforts to adjust the structure of the steel industry. China Steel Spot Network analyst pointed out that the current serious shortage of China's steel industry is mainly low-end production capacity such as rebar, and production capacity such as special steel and high-strength steel is very limited. Every year, China needs to import a large number of high-end steel from abroad to meet Domestic market demand; therefore, the industrial restructuring of the steel industry needs to be increasingly prominent. The Caofeidian region has vigorously developed the auto parts industry cluster, which can effectively pass the changes in the market demand structure, and force the steel mills to adjust the production capacity, upgrade industrial technology, and promote the development of local and surrounding steel enterprises. Opportunities for steel enterprises to accelerate the vertical distribution of the industrial chain The local and surrounding steel industry should firmly seize this opportunity. At present, the domestic steel industry has always faced a serious shortage of low-end production capacity and high production capacity, and the entire steel industry Has entered a stage of low profit or even loss. Whether it is a steel producer or a circulation company, they are seeking transformation and seeking new directions for development. Compared with many large steel companies with strong financial strength to develop “non-steel business”, China Steel Spot Network analysts believe that in the difficult period of the industry, the “transfer of no business” is too costly to find and discover in the steel industry. New highlights in the industry chain are more appropriate.

For a long time, China's steel companies have only been used as a raw material production enterprise. Before they are sent to end users, they often need deep processing and cannot be used directly. As the downstream automotive, home appliance and other industries are increasingly demanding the quality and individualized demand for raw materials such as steel, steel producers will have a broader market in the factory to produce raw materials that can be directly used by end users. Prior to this, the deep processing of steel was generally completed by the steel market and the warehouse distribution center. Some of them even required the end users to spend a lot of manpower and material resources to temporarily process. According to some surveys, since the domestic steel industry has entered a low-profit stage since 2011, the industry has encountered a kilogram of steel that is not as profitable as a pound of cabbage, rather than a popsicle, and is a deep processing and distribution enterprise in the middle of the steel industry chain. Profitability is still high.

Therefore, the current domestic steel mills should change their production and management ideas, accelerate the upgrading of industrial technology, and more products that can be directly used by end-users to change the low-level status of current raw material factories, and different from the processing and distribution centers that are half-way out of the home, steel Enterprises carry out deep processing and have inherent advantages, such as equipment, technology, capital, and brand advantages.

Other Special Steel Is different from the traditional steel, it is mainly formed by the alloy, generally has good oxidation resistance, corrosion resistance, high temperature resistance and other characteristics, it can be applied in a very harsh environment. Used for special industries. The main use is the production of various furnace components, the maximum temperature of 1300 degrees Celsius, could be applied in the condition of high temperature 1150℃. Such as furnace materials, automotive cleaning equipment, materials, etc.. As well as nuclear reactor cooling system, heating furnace, carburizing basket and fasteners, heat treatment fixture.

Other Special Steel

Other Special Steel

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