Abstract Due to the poor market environment and high electricity prices, Henan electrolytic aluminum enterprises have been experiencing survival tests. At the same time, the lag of industrial integration and the aluminum industry's westward plan also affect the development of Henan Aluminum. The Henan aluminum industry, which has always been proud of it, is suffering from a series of threats. July 13th, Shenhuo...
Due to the poor market environment and high electricity prices, Henan electrolytic aluminum enterprises have been experiencing survival tests. At the same time, the lag of industrial integration and the aluminum industry's westward plan also affect the development of Henan Aluminum. The Henan aluminum industry, which has always been proud of it, is suffering from a series of threats.
On July 13, Shenhuo shares (4.81, -0.06, -1.23%) released the first half of the year's results forecast, and its main business such as coal and aluminum decreased by 57.14%~59.04% year-on-year.
On the evening of July 15, more than 20% of the domestic aluminum fluoride market, polyfluoride (12.01, 0.29, 2.47%) issued a notice saying that "the company's aluminum fluoride production line was shut down for two months." Affected by this, the revenue of the main business of polyfluoride may be reduced by 100 million yuan.
In addition, on June 28, the China Securities Regulatory Commission passed the private placement plan of Zhongfu Industrial (3.62, -0.01, -0.28%). Zhongfu Industrial intends to raise 2 billion yuan. After deducting the issuance expenses, it will be used for repayment. The company borrows and supplements the company's working capital.
One bad news, pushing the aluminum production enterprises in Henan to a desperate situation.
What's worse, however, is that Henan's aluminum industry is not only facing the challenges of survival at this stage, but also the pressure from the future, that is, the country's advanced aluminum industry westward plan.
Short-term positive
As a strong electrolytic aluminum province in China, Henan not only occupies a quarter of its domestic electrolytic aluminum production capacity, but once maintained its first place in the country for ten years. At the same time, it also occupied the domestic leading level in equipment, technology, energy conservation and innovation.
The world-leading technology and highly competitive pressures have not made Henan electrolytic aluminum companies live better. In recent years, due to the poor market environment and high electricity prices, Henan electrolytic aluminum enterprises have been experiencing survival tests.
It is understood that during the heyday, there were 23 aluminum production enterprises in Henan, but only 8 are currently left.
Liu Libin, executive vice president of Henan Nonferrous Metals Association, told the reporter: "There is such a situation in Henan electrolytic aluminum industry. In addition to the current weak capacity demand and severe overcapacity, high electricity prices are the key factors leading to the loss of Henan electrolytic aluminum industry. ."
Liu Libin calculated the account for the reporter: For example, the electricity price of the industrial enterprises in Shandong is 0.439 yuan / kWh, while the net price of Henan electrolytic aluminum enterprises is 0.64 yuan / kWh. According to the current market price of 14300/ton of tons of aluminum, the electricity consumption per ton of aluminum and Henan enterprises is 2,800 yuan more than that of Shandong enterprises.
“Even in the case of self-supplied generator sets, the self-generation of Henan electrolytic aluminum enterprises is more than 6 cents per kilowatt-hour of electricity in other provinces, and the total electricity cost per ton of aluminum is 800 yuan.†Liu Libin said.
Wu Zhuozhuo, an analyst with BOC Securities, told the reporter: "Affected by the macro economy, the aluminum industry has little chance of rebound in the second half of the year."
Transformation is imminent
Some enterprises and experts believe that the current dilemma of Henan's electrolytic aluminum industry is not entirely due to market reasons. The lag of optimization and integration of industrial chains is an important reason for the overall lack of competition in the industry.
“Electricity costs account for the majority of the cost of electrolytic aluminum. For the domestic electrolytic aluminum enterprises with leading production technology, the key to rushing to lose money is to reduce the cost of electricity.†General Manager of Linfeng Aluminum & Electric Co., Ltd., a subsidiary of Henan Zhongfu Industrial Co., Ltd. The pipe plug is so indicated.
It is understood that in March this year, Linfeng Aluminium's national science and technology support program key project "low-temperature low-voltage aluminum electrolysis new technology" successfully passed the acceptance of the Ministry of Science and Technology, and the DC power consumption per ton of aluminum was reduced from 13235 kWh in 2008 to 11819 kW. At the time, the decline was 10.7%. If this technology is promoted in the whole industry, it can realize the annual electricity saving of 27.5 billion kWh in China's electrolytic aluminum industry, directly create economic benefits of 14.575 billion yuan, and reduce greenhouse gas emissions such as carbon dioxide by 15.66 million tons.
However, due to the high investment in the early stage of the project, the relevant departments of Henan Province are currently studying the feasibility plan for comprehensive promotion.
Regarding the integrated development of “coal, electricity, aluminum and processing†that the industry is currently concerned about, Liu Libin believes that increasing the proportion of self-generation is the basis for the aluminum industry in Henan Province to get rid of the difficulties, implement the integrated development of coal, electricity and aluminum, and realize the transformation and upgrading. On the one hand, it is necessary to speed up the construction of units under construction of electrolytic aluminum enterprises, and on the other hand, it must also give certain support policies to existing units.
In this regard, Guan Cun supong also believes that government departments should support enterprises to acquire and integrate coal-fired power enterprises, build their own self-supplied units, and have their own self-supplied units; It is allowed to manage according to the self-provided unit, and the net power will charge no more than 4 cents to approach the same starting line in the industry to realize the integrated operation of coal, electricity and aluminum.
It is understood that in order to save the loss of the aluminum industry, in 2012, Henan issued a “difference planâ€, including the promotion of five major electrolytic aluminum enterprises in Henan and coal enterprises to sign supply contracts, slow payment of electricity, tax rebate subsidies and other package assistance measures. .
“In addition, enterprises have to move from rough processing to high-precision, high value-added deep processing.†Liu Libin told reporters that high-speed rail and aircraft use more intensive processing. Currently, there is no such manufacturer in Henan.
Liu Libin told reporters that in 2012, Henan's alumina and electrolytic aluminum products lost a total of 3.3 billion in the middle of the industrial chain, and the product revenue of the bauxite and high-end aluminum products at the two ends of the industrial chain was 5.2 billion yuan. “In the long run, developing high-end aluminum products is a future direction.â€
Western threats and opportunities
In recent years, the trend of China's electrolytic aluminum industry's westward production capacity has become increasingly clear, and a large number of production capacity has been distributed and transferred to the northwest region with low electricity prices.
Under such a background, the Henan electrolytic aluminum plate, which represents the advanced level of China's electrolytic aluminum, is gradually disappearing due to the high resource cost. Some companies have tried to invest in power plants in Xinjiang, such as Jiaozuo Wanfang (8.78, 0.03, 0.34%), Shenhuo shares.
The reporter learned that at present, Shenhuo invested more than 4 billion Xinjiang 4*350,000 kilowatts power plant is under construction. It is expected to be completed by the end of 2013. By then, its “coal, electricity and aluminum†industrial chain will be completed and will be owned by the company. The digestion of production capacity can play a positive role.
In addition, another electrolytic aluminum giant in Henan, Henan Yulian Energy Group Co., Ltd. (hereinafter referred to as Henan Yulian) has also begun to invest in the construction of electrolytic aluminum projects in Xinjiang.
Liu Libin said: "I am not particularly pessimistic about Henan. Xinjiang has a threat to Henan. Within three or five years, Xinjiang cannot release all its production capacity, and it will not let all Henan enterprises close. Moreover, whether Xinjiang has developed electrolytic aluminum The advantages are being demonstrated."
Liu Libin said that at present, the coal price in Henan is 682 yuan / ton, while the coal price in Xinjiang is 180 yuan / ton, there is indeed a price advantage, but the cost of logistics transportation from Xinjiang to the whole country is far less than that of Henan with convenient transportation. Advantage.
In this regard, some experts suggest that the relevant departments should study and implement the integration and reorganization plan of the aluminum industry in Henan Province as soon as possible, and improve the "coal-electric-electrolytic aluminum-aluminum processing" and "bauxite-alumina-electrolytic aluminum-aluminum processing". The industrial chain will realize the integrated development of coal-electricity aluminum processing.
"In combination with Henan's industrial transfer, Henan will have to undertake more mid-end aluminum product consumer enterprises to digest Henan's production capacity for a long time." Liu Libin said.
The 200*1200mm wood look porcelain tile completely collects and restores the texture of natural wood through 3D digital printing technology. It is natural and realistic. It seems to enjoy the natural log charm.it is like feeling the tenacity and enthusiasm after thousands of years by touching its surface.The advantage of this Wooden Tiles is as following:
2.Imported spanish galzed material to make sure the high quality of the goods.
3.Waterproof,wear resistant and easy to clean.
Wooden tiles wall,Wooden tiles exterior,Wooden tiles design for floor,Wooden tiles bathroom floor,Wood effect tiles
Foshan Castel IMP&EXP Co.,Ltd , https://www.fscastel.com