Time:12/13/2018 12:43:47 PMauthor:source:
Guangdong magnet manufacturing plant will become the world magnet manufacturing center
Industry variables will develop in the next five years to increase in the past decade, China's magnetic materials industry, capacity expansion is very fast, mainly due to the common development of domestic and foreign companies. On the one hand, domestic companies have also been increasing productivity. This is also the emergence of such companies as the second ring road, Ningbo Yunsheng, Hengdian East Magnetic, Tiantong shares and other technology and scale advantages. On the other hand, in the developed countries, magnetic material manufacturing enterprises have become the first choice in China because of the high local production costs, the transfer of capabilities and technology to relatively backward regions, and the advantages of cost and industrial chain. According to incomplete statistics, factories or well-known companies that have been invested in the mainland have cooperated, including Japan TDK, FDK, EP鄄SON, Hitachi Metals, Sumitomo, South Korea Pear, Third, and Europe, PHILIPS, VAC, EPCOS American ARNORD, Magnequench, etc.
However, the development speed of different magnetic materials may differ in the future. In concrete terms, the trend of energy saving and equipment miniaturization, with the continuous development of new applications, and the rapid development of NdFeB, NdFeB motors - boron industry In the next five years, it will continue to maintain an average annual growth rate of 20%. Ferrite magnetic materials, due to the development of low-end products and new fields of unsaturated, have achieved rapid growth, and NdFeB is insufficient. According to China's industrial magnetic materials, the "Eleventh Five-Year Plan" in the next five years, the world and China's range, and soft magnetic ferrite materials, with an average annual growth rate of 10% or less (although "tenth The five-year plan is “seriously underestimated, but the future is an unavoidable decline in growth rate”.
What we should see is a high-tech product that will continue to develop rapidly. Industrial upgrading has become a trend, which is consistently low in the context of the targeted domestic industry and downstream industries in the past. In terms of products, the development of permanent magnet material technology is still a stronger and more stable physical, chemical, and magnetic properties. Electrical products will be the most promising applications, while soft ferrite materials The development will focus on low losses, high frequencies, high magnetic permeability and resistance to electromagnetic interference and other topics.
Although China accounts for half of the world's magnetic material production, the domestic price of magnetic materials is still far below the international level, resulting in a mismatch between production and output. In the international market, 30% of the sales of high-end products account for 70%, while around 50%, which is lower than the average price of magnetic products in Japan. The main reason for this phenomenon is the high proportion of low-end products and the low pricing power of domestic enterprises, but from a different perspective, this also means a broad space for development.
In addition, domestic industry concentration is low, many small and medium-sized enterprises, and even large enterprises, compared with international giants, there is a big difference. A widely cited data set In 2004, TDK's annual sales revenue was about 850 million US dollars, which is the total output value of China's magnetic materials industry in the past five years. However, in the high-quality rapid expansion of production scale, at the same time, some domestic enterprises have initially mastered advanced production technology, and it is likely to become bigger and stronger in the future.
Experts pointed out that under the current form of China's magnetic materials industry, it is worth noting in the following three aspects: when compared with the historical high level, the decline of downstream materials such as magnetic materials, electronic components manufacturing, and the trend of profitability, raw materials and Labor costs are rising and demand is gradually shifting to high-end products.
Due to the rise in costs and the decline in profitability of downstream industries, China's magnetic materials industry will become a deterioration in living conditions. The transfer of high-end products has higher requirements for the technical level of Chinese companies. In the future, if companies want to achieve stable income and achieve long-term growth, they must have the following two conditions:
The first condition is a technology leader in high-end technology and product structure. On this basis, companies can upgrade their technology to offset rising costs and gradually replace foreign products while meeting the changing needs of downstream.
The second condition is that the relevant quality customers have formed a stable cooperative relationship. With stable quality customers and partnerships, on the one hand to help companies in a stable income and create brand growth, on the other hand, can guarantee high-end corporate products.
Since the two companies will need their own strength support, the future of our industry will gradually move toward integrated magnetic materials, which will show a trend of “stronger and stronger”, and eventually there will be similar to TDK, Hitachi Metal, NEOMAX Giant.
According to the calculation of Guangshao Nonferrous Metals 2010 Annual Report, the proportion of rare earth business in Guangzhao Nonferrous's main income is 83.46%, and in the first half of 2011 it was 88.72%. In this way, the Guangdong Rare Earth Group may be able to separate the non-rare assets from the back cover, or the two projects can solve the problem of competition in the same industry.
Some research reports indicate that at present, central enterprises and local state-owned enterprises are actively participating in the development and integration of rare earth resources in Guangdong Province, including China National Color, Minmetals and Chinalco, while Guangzhao has the only Guangdong Province. The four mining licenses account for “time and place”. The company will become an important integration platform.
The above report also pointed out that from the national perspective, there are more than 100 rare earth mining licenses in the south, including 6 in Fujian, 4 in Guangdong, 1 in Guangxi, 3 in Hunan, and 88 in Jiangxi. Among the enterprises involved in the rare earths in the south, Xiamen Tungsten and Guangshao Nonferrous will benefit from the integration of local resources.
However, some industry analysts said that they are not optimistic about the integration of rare earths in Guangdong Province. Taking the integration of rare earths in the north as an example, most of the reorganization has been delayed due to problems such as staff placement and compensation costs, and the implementation has not been smooth. Baotou Steel Rare Earth once dominated the integration of rare earth industry in Inner Mongolia Autonomous Region, but this road is very difficult.
Compared with the north, the situation of rare earths in southern China is more complicated, involving too many companies. If Guangdong Province wants to smoothly integrate rare earth enterprises in the province, it cannot be rushed.
The above analysts also said: "Guangdong Province's integration of the rare earth industry at this stage is justified, can learn from the experience of the integration of rare earths in the north, and reasonably make trade-offs, and it is easier to succeed."
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