Hardware raw materials market: technological innovation leads the development of non-ferrous metals
February 05 07:06:38, 2023
The Ministry of Industry and Information Technology officially released the "Twelfth Five-Year Development Plan for Nonferrous Metals Industry" (hereinafter referred to as "Planning"), and one of the sub-plans "Special Plan for the Development of the 12th Five-Year Plan for Aluminum Industry". From the perspective of the full text of the plan, in addition to the content of total control, structural adjustment, energy conservation and emission reduction that have been emphasized, technological innovation will become an increasingly important task and become an important point of view for the non-ferrous metals industry during the 12th Five-Year Plan period. In the interpretation of the "Planning", officials from the Ministry of Industry and Information Technology specifically stated that rare rare earth metals are a scarce strategic resource, and relevant departments are preparing the "Rare Metal Industry Development Plan". Therefore, relevant contents are not covered in this Plan. Emphasis on technological innovation Strategic emerging industries and the development of national defense science and technology industries require important support from the non-ferrous metals industry and major breakthroughs in the development of sophisticated products. The "Planning" mentioned that efforts should be made to break through the core key technologies and common basic technologies. During the 12th Five-Year Plan period, key large and medium-sized enterprises will establish a sound technological innovation system, and R&D investment will account for 1.5% of the main business income. In contrast, at the end of the 11th Five-Year Plan period, non-ferrous metal enterprises' R&D expenditures only accounted for 0.65% of the main business income, which was lower than the domestic average. According to the "Planning", in the level of technological innovation, China's non-ferrous metal enterprises show less new materials developed independently. The development of new alloys is basically to follow the imitation of foreign countries, and the development of key non-ferrous metal materials lags behind the development needs of strategic emerging industries. . For a long time, the development of China's non-ferrous metal industry has mainly existed in the form of expanding scale. In 2010, the output of ten non-ferrous metals in China was 31.21 million tons, and the apparent consumption was about 34.3 million tons. During the 11th Five-Year Plan period, the average annual growth rate was 13.7% and 15.5% respectively. But with China's manufacturing industry, especially strategic emerging industries. The continuous development has put forward higher requirements for non-ferrous metal products. The traditional metal smelting business and low-end products have been difficult to gain advantages in the fierce market competition, especially in industries such as electrolytic aluminum, which have obvious overcapacity. The price is long around the cost line, and the operating rate in 2010 is only 70%. There was also a loss in the entire industry in the winter of 2011. At the same time, high-purity metals for aerospace aluminum slabs and integrated circuits still rely mainly on imports. The number of enterprises is large and the strength is weak. It is a typical low-end product surplus and high-end products are blank. According to the "Planning", by 2015, China's key new alloy varieties should achieve major breakthroughs in the development of high-end aluminum alloy sheets such as aluminum alloy sheets for automobiles, 200,000 tons of high-strength aluminum alloy sheets, high-strength magnesium alloy die-casting and profiles and plates of 150,000 tons, and high-end titanium alloys. The production capacity of 20,000 tons of materials and breakthroughs in important functional materials have basically met the needs of large aircraft, rail transit, energy-saving and new energy vehicles, and electronic information. Continued total control and structural adjustment Total control and structural adjustment remain the focus of the next non-ferrous metals industry. In 2010, the output of ten non-ferrous metals in China was 31.21 million tons, and the apparent consumption was about 34.30 million tons. According to the "Plan", by 2015, China's ten non-ferrous metal production will be controlled at about 46 million tons, with an average annual growth rate of 8%, of which refined copper, electrolytic aluminum, lead and zinc production are controlled at 6.5 million tons, 2400 respectively. 10,000 tons, 5.5 million tons and 7.2 million tons, the average annual growth rate is 7.3%, 8.8%, 5.2% and 6.9%. The "Plan" expects that in 2015, the apparent consumption of ten non-ferrous metals in China will reach 4900 Ten thousand tons. Among them, copper and lead will continue to be in short supply and need to rely on import supplementation. The highest annual growth rate of consumption is magnesium. The average growth rate will reach 26.7% in the 12 years, followed by titanium and tantalum, with growth rates of 16.1% and 9.2% respectively. According to industry insiders, all three metals mentioned above It is a small metal and has a very high correlation with emerging industries. It will be quite attractive in the field of new materials. Relevant officials of the Ministry of Industry and Information Technology also said in the interpretation of the "Plan" that by 2015, the added value of non-ferrous metal new materials will increase from 8% in 2010 to 15% in the industrial added value. The progress of mergers and acquisitions in the industry will also be Further advancement. According to the data disclosed in the “Planningâ€, in 2010, the proportion of smelting production of the top 10 enterprises in China accounted for 76% of copper, 67% of electrolytic aluminum, 45% of lead, 50% of zinc, and 55% of magnesium. By 2015, The proportion of smelting production of the top 10 enterprises will be adjusted to 90% of copper, 90% of electrolytic aluminum, 60% of lead, and 60% of zinc. It can be seen that according to the plan, the merger and reorganization of the electrolytic aluminum industry will be the largest. The Plan also specifically mentions the strategic reserve of non-ferrous metal species, indicating that for the rare mining of specific minerals for protective mining, the production will be organized according to the directives issued by the state, strict export control; the establishment of mineral deposits and physical objects will also be studied. A strategic reserve system for non-ferrous metals combined with a combination of national strategic reserves and commercial reserves.