How to grasp the current development situation of

How to grasp the development status and future of China's aluminum processing industry in recent years

aluminum processing is to produce various forms of products from aluminum ingots through various processes and processes, such as melting, casting, rolling (or extrusion) and surface treatment, for use in transportation, construction, packaging, electrical, mechanical equipment and other industries. How to test the fatigue performance of spring compensator in aluminum deformation metro? According to the different processing technology, the processed products can be divided into two categories: aluminum plate, strip and foil and aluminum profile. Calendering process produces aluminum sheet, strip and foil, which is widely used in various fields of the national economy; The extrusion process produces aluminum profiles, which are mainly used in the construction industry. According to different processing technologies, aluminum processing products can be divided into two categories: one is aluminum profiles produced by melting casting extrusion process; The other is aluminum strip and foil produced by hot rolling cold rolling process. Among them, aluminum profiles are mainly used in construction and industrial fields, while aluminum plates, strips and foils are mainly used in household appliances and food and beverage fields

China's aluminum consumption grew strongly. According to the "13th five year plan" for non-ferrous metal industry, China's total aluminum consumption will reach 43 million tons by 2020, and the average annual compound growth rate (CAGR) during the year will reach 7.24%. At present, China's aluminum processing industry production enterprises can be divided into two competitive groups. The first group is domestic leading enterprises. These enterprises, such as Aluminum Corporation of China, are listed enterprises, with dual advantages in technology and capital, strong competitiveness and large market share; The second group is the domestic small and medium-sized aluminum processing and production enterprises, which rely on cost advantages to obtain their own place in the market competition at a lower price, and are ready to look for market opportunities at any time, hoping to become stronger and bigger. At the same time, they also face greater competition risks and may be eliminated at any time

at present, there is a big gap between China and developed countries in terms of annual per capita aluminum consumption and per capita aluminum stock, and the consumption potential is huge. In terms of specific consumption fields, aluminum consumption in construction, structure, automobile, packaging, furniture and other fields is far behind that of foreign countries, and has great development potential. And the effect of expanding the application of aluminum is also gradually emerging. The proportion of aluminum alloy oil tanker in China has reached 8%; The output of aluminum alloy building formwork showed explosive growth. In addition, the commercial application of aluminum air batteries has made breakthroughs, and the future application prospects are unlimited. The commercial application of aluminum air batteries will push up the peak consumption of primary aluminum in China and even the world

I. market operation characteristics of China's aluminum processing industry

one of the six highlights of China's aluminum processing industry in 2017: International Cooperation - "going global" has significantly accelerated

driven by China's "going global" strategy and the "the Belt and Road" initiative, Chinese enterprises have significantly accelerated their pace of going global and international cooperation. In 2017, the cooperation and exchanges between China's aluminum processing industry and other countries have become more frequent

China Zhongwang Holdings Co., Ltd. acquired Australia silver yacht Co., Ltd. and Germany ona Aluminum Co., Ltd. Silver yacht company and ona aluminum company are the Pearl on the crown of the world aluminum alloy yacht industry and aviation aluminum alloy reverse extrusion seamless industry respectively, opening up a precedent for Chinese aluminum processing enterprises to acquire foreign top enterprises, which is of great significance for China to become a powerful country in the world aluminum processing industry

Bohai piston plans to acquire 75% of the famous enterprises of Zui, the German target company

highlight 2: Zui's dazzling highlight - international trade friction highlights

in 2017, the international trade friction of aluminum processing materials continued to increase, becoming Zui's dazzling highlight. In 2017, the United States alone launched a number of trade investigations into China's aluminum trade. Among them, 5. Users can inquire about the reputation of users when buying experimental machine money. The double countervailing investigation against aluminum foil is the first double countervailing case against China by the trump government. The preliminary ruling on Countervailing imposed a tax rate of 96.81% - 162.24%. The discriminatory practice of "substitute country" continues to be used in the case, and the double countervailing investigation against China's aluminum strip has been carried out for nearly 40 years, For the first time, the US Department of Commerce independently initiated an investigation without receiving a formal request from the relevant industry

highlight 3: Nanshan aluminum has passed the Boeing plate certification

on June 28, 2017, Nanshan aluminum passed the Boeing 7050ams aviation plate engineering certification, and was officially included in the Boeing grid supplier sequence. It is also the aerospace aluminum alloy plate produced in China, which has obtained the certification of the world's largest aircraft manufacturer. With its first certification, Certification of other enterprises and organizations will also follow; On September 12, 2017, Nanshan aluminum issued the first batch of orders to Boeing, marking that China's aerospace grade aluminum plate supply capacity has reached the international leading level

highlight 4: Recycling - breakthrough progress has been made in the recovery and regeneration of waste aluminum cans

in 2017, Dazheng aluminum company approved the construction of China's first 50000 ton/year 3104 alloy ingot production line, using the technology jointly developed by Beijing University of science and technology, Zhongbei University and Northeast Light Alloy Co., Ltd. Epson renewable new materials Co., Ltd. has built a project to produce 3104 alloy flat ingots from waste aluminum cans in Changge City, Henan Province. It passed the expert demonstration on March 5, 2017. The construction and operation of these projects will reverse the situation that China's waste aluminum can recycling technology has fallen behind the world's advanced level for 30 years

highlight 5: Aluminum localization - will gradually increase significantly from 2017

2017 is definitely an unusual year for China's spacecraft manufacturing industry. On the one hand, it is the beginning year for China to become a big and powerful country. On the other hand, the localization rate of various aluminum materials used will gradually increase significantly from 2017. By 2022, all national aluminum materials and compound aluminum based materials, whether small or bat like UAVs, can be used, Or the gigantic An-225 "dream" transport aircraft; Whether civilian or military aircraft; This is true for both tangible aircraft and the new generation of stealth fighter j-20

highlight 6: China Zhongwang Tianjin aluminum strip project has been put into operation

2017 is a key year for Zhongwang Tianjin aluminum strip project. The first hot rolling production line was put into operation in September 2017, and the equipment of the second production line is being installed and debugged, which can be put into operation in the middle of 2018. At that time, it will form a production capacity of 1.8 million tons/year of flat rolled products, and become the world's largest single enterprise of flat rolled aluminum products. In the future, phase II construction will be carried out to increase the total production capacity to 3million tons/year. The base is located in the auto parts Industrial Park in Wuqing District, with a total investment of about 46.6 billion yuan and an area of about 5.5 million m2

II. Analysis of the structure of China's aluminum processing industry

product standards and quality are fully in line with international standards, and gradually break through and occupy the international market. The main aluminum standards in China refer to European, American and Japanese standards, realizing international standards. The national standard and English version of gb-t5237 aluminum alloy building profiles in China have been recognized and adopted by many countries in the world

trade frictions have gradually become normal. With the increase of the export volume and competitiveness of China's aluminum processed products, international trade protectionism is on the rise, and trade frictions are increasing. A few countries even frequently launch administrative investigations on China's aluminum products and file double counterclaims. The United States launched a double anti investigation on aluminum foil in 2017 after conducting 32 competitive investigations on China's aluminum industry in 2016. On October 27, the U.S. Department of Commerce announced the preliminary results of the double anti-dumping investigation on Chinese aluminum foil, and decided to impose an export tariff of 9 "6.8% - 162.2% on aluminum foil imported from China. Zui's final decision will be announced in February 2018

mechanization of product development. Several aluminum processing industrial clusters have been gradually formed throughout China, such as the aluminum alloy construction platforms in Nanhai, Guangdong and Linqu, Shandong, the aluminum strip in Gongyi, Henan, the industrial profiles in Liaoyang, Liaoning, Binzhou, Shandong, Hollinger, Inner Mongolia, Wucaiwan, Xinjiang, and other places are also forming a new mode of centralized layout around the electrolytic aluminum plant

aluminum processing enterprises develop large-scale. The production capacity of many enterprises has reached 500000 tons per year, and some even reached the scale of 1million tons per year, such as Chinalco, Zhongwang group, Nanshan aluminum, Fenglv aluminum, Xingfa aluminum, Huajian aluminum and other enterprises

specialization of aluminum processing and production. Various development modes coexist in the industry, and more and more enterprises pay more attention to market segmentation. For example, Jianmei aluminum mainly produces high-end aluminum profiles; Liaocheng Wanhe produces multi air flat tubes for heat exchange system, with a high domestic market share; Shanghai Huafeng mainly produces brazing composites. These enterprises are moderate in scale, but they all occupy a large share and have remarkable benefits

product production customization. Liaoning Zhongwang, Shandong Conglin and other processing enterprises have changed from supplying car body platforms to manufacturing rail vehicles. Hunan Shengtong cooperates with logistics companies to produce lightweight high-end trucks, and also cooperates with PetroChina and other companies to produce lightweight high-end tank cars. They have changed from simple material producers to overall solution suppliers, and are testing with low repeatability, such as enterprises that turn aluminum profiles into overall suppliers of aluminum doors and windows, Customization of product production is becoming popular

according to their products, China's aluminum profile production enterprises can be divided into three levels: the first level mainly includes China Zhongwang, Xingfa aluminum, luopsjin, Liyuan aluminum, Asia Pacific Technology and Nanshan aluminum. These enterprises mainly produce aluminum profiles and are actively developing in the field of deep processing. In this level of competition, competition is relatively moderate. The second level of competition includes Dongliang new material, Minfa aluminum, Haomei aluminum, Weiye aluminum factory, Huachang aluminum factory, etc. (other enterprises analyzed in this report). The aluminum profile products of these enterprises have a certain brand popularity, but the scale is relatively small compared with the enterprises at the first level, and there is a certain gap in R & D and innovation ability. There are many enterprises at the third level of competition. These enterprises mainly produce low-end products, with fierce competition, insufficient innovation ability and relatively small scale