2018 China Electrotechnical materials and motor Transformer raw material Trading Summit, will be held in Changzhou, Jiangsu, September 6-7th. The conference aims to discuss the opportunities and challenges faced by customers in the electrical industry such as copper rods, electromagnetic wires, copper strips, copper belts, etc., downstream power industry demand, market management risk control, new product development and new Energy motors, transformers new requirements for electromagnetic line enterprises and so on.
Liu Zhixing, vice president of wire and cable business group of Walsin Lihwa Co., Ltd. (Ching) analyzes the supply and demand situation of copper rod market in 2018.
Current situation and development trend of wire and cable industry 2017 demand growth rate of 4%, 2018 in the first half of the year, the second half was affected by low inventory. 2017 global and Mainland China's economic and economic growth to stimulate demand recovery;
The first half of 2018 was flat, the second half of low inventory avoidance uncertainties.
Copper demand for wire and cable in the first half of the year flat: Among them, February with copper demand was involved in the ' Spring Festival ' holiday; April-May The demand for copper for enameled wire enterprises and large cable enterprises increased obviously;
In June, demand was affected by the company's inventory reduction.
Power line, Construction line
Industry concentration continues to intensify, large-scale cable enterprises growth is obvious.
Enameled wire A new round of industrial expansion accelerated, industrial concentration increased; Environmental protection region, the impact of the stage continues to exist.
The new energy automobile enameled wire becomes the future demand bright spot. Real Estate: Real estate development investment increased 9.7% in the first half of 2018, higher than 2017 2.8%.
The National commercial housing sales area increased 3.3%, less than 2017 4.4%. Grid: The total investment in the grid in 2017 was 531.5 billion, down 2.2% from a year earlier, falling for the first time in 2010 years.
2018-Year Plan investment of 498.9 billion yuan, January-April real investment fell 24.1%. Car: 2017 years car sales 28.87 million units, an increase of 3%, from 2016 to 14% sharp decline. Car sales increased 4.2% and 5.6% in the first half of 2018.
The production and sales of new energy vehicles were 410,000 units, representing an increase of 94.9% and 111.5% respectively over a year earlier.
Air-conditioning: 2017 Cold year cumulative sales of 130 million units, an increase of 30%, domestic sales of 80 million units, increased 56% yoy.
In the first half of 2018, production was 90.7 million units, an increase of 14.3%, domestic sales of 52.95 million units, increased by 21% yoy.
The pull effect of real estate is weakening, the first half of the household appliances overall consumption is not prosperous
Air-conditioning, refrigerators and other electrical enameled wire annual copper content of more than 200,000 tons;
2018 in the first half of the air-conditioning retail sales growth of 16.6%, although the growth rate of decline, in the overall consumption is not prosperous and 2017 high base under the premise, the performance of Bright Eyes, for the first home appliances growth.
Production status and industry development trend of low oxygen copper rod
A new round of expansion of the arrival: 2018 copper rod Import Line existing capacity of 9,725kt, potential and intention to expand production capacity 1,925kt. Excess industrial capacity and increased competition; The concentration of industry is getting more and more high;
The copper strip enterprise extends continuously to the extension processing.
Product quality improvement, the quality of the focus on the move, but in the ultra-fine lines and new energy vehicles have not completely replaced the import, need to further explore the unmet products. Imports of continuous casting and rolling copper rod production capacity accounted for 75% of total energy.
Potential and intention to expand production capacity is mainly not fully satisfied with the layout of Guangdong, Chubu market and environmental relocation plant, expand the processing capacity of the line, complete production of copper strip production capacity of about 500,000 tons.
﹥ copper rod industry concentration increased, towards the million-ton scale enterprises
Opportunity and challenge of ﹥ Copper Bar line Industry
﹥ new technology for the introduction of SCR continuous casting and rolling equipment of American Southwire Company in the past ten years
Traditional low oxygen copper, oxygen-free copper in the domestic production process and use
In China, the vast majority of ductile copper rod (low oxygen copper) is used in the United States SCR or Germany Contirod imported continuous casting and rolling equipment production.
The vast majority of oxygen-free copper rods are produced using the domestic upper-lead (up Casting) continuous casting equipment or the imported dip coating (dip Forming) continuous casting and rolling equipment. Increasing concentration of wire and cable industry | A new round of expansion cycle of copper rod industry is coming