Recently, there is news in the market that the first draft of the "12th Five-Year Plan" for the steel industry has been basically completed. The next step is to solicit opinions from enterprises and related departments. It is expected that it will be officially released soon.
According to informed sources, the “12th Five-Year Plan†of the steel industry will continue to focus on two main lines: encouraging mergers and reorganizations and optimizing industrial layout, and eliminating backward production capacity and energy-saving emission reductions.
Among them, in terms of joint reorganization, there will be a number of ultra-large iron and steel enterprises with an output of 50 million to 60 million tons in the "12th Five-Year Plan" period. The production capacity of the top 10 steel companies in China accounts for more than 60% of the country's production capacity. The requirements for elimination of backward production capacity and energy-saving and emission reduction have become more stringent and standards have increased.
Major layout of the two major structural adjustments Many steel companies have already occupied ahead of time For the current draft of the "12th Five-Year Plan" of the steel industry, "actually, the two major structural adjustments." January 28, Lange Steel analyst Zhang Lin told this reporter that "one is to adjust and merge organizational structure, and then adjust the layout of the steel industry to transfer along the coast along the Yangtze River."
According to the aforementioned authoritative sources, in terms of joint reorganization, there will be an ultra-large iron and steel company with an output of 50 million to 60 million tons or more and a number of large-scale iron and steel enterprises of 10 million to 30 million tons or more in the "12th Five-year Plan" period. " Key enterprises include Baosteel, Angang, Wuhan Iron and Steel, Hebei Iron and Steel Group, Shagang, Shandong Iron and Steel Group, Shougang, and Bohai Iron and Steel Group.
In terms of industrial layout, according to the source, the iron and steel industry will be transferred along the coast along the river, and the production capacity of the coastal iron and steel enterprises will account for more than 40% of the national production capacity. During the “Twelfth Five-Year Plan†period, on the one hand, it is necessary to accelerate the construction of large-scale steel projects on the coasts of Zhanjiang, Fangchenggang, Caofeidian, and Shandong, and on the other hand, complete preparations for the iron and steel projects along the coasts of Fujian and Jiangsu.
In fact, although the "Twelfth Five-Year Plan" of the steel industry has not yet been formally released, many steel companies have already started to "take a place." The former Hebei Iron and Steel Group merged and restructured private steel enterprises in the province, and Shandong Iron and Steel Group re-launched. Angang Group intends to restart the private placement of Fujian Iron and Steel Group and the recent Valin Steel to promote the overall listing of Hualing Group.
Shanxi Securities has previously stated in its 2011 steel industry investment strategy that the reorganization and consolidation of the steel industry began to accelerate in 2010. Baosteel Group, Da An Steel Group, Hebei Iron and Steel Group, Shandong Iron and Steel Group, Shagang Group and other large enterprise groups began to take shape. . It can be expected that the restructuring and integration of the steel industry will continue to be the whole process of development throughout the industry in 2011, and will show many bright spots.
The "Eleventh Five-Year" emission reduction mission will fully complete the "Twelfth Five-Year Plan" requirements will be more stringent and on the other main line of the "Twelfth Five-Year Plan" to eliminate backward production capacity and energy-saving emission reduction, the current requirements and standards will be better than "Ten During the "15" period, further tightening.
On January 27, Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, revealed at the press conference that the reduction in the energy consumption of value-added industrial units above designated size in 2010 was expected to exceed 6%, completing the “Eleventh Five-Year†target. Among them, 18 industries including iron and steel, cement, and coke eliminated their backward production capacity.
Zhu Hongren also stated that as the first year of the “Twelfth Five-Year Planâ€, the task of energy saving and emission reduction in 2011 will be even more arduous. Compared with the “Eleventh Five-Year Planâ€, the goal of energy conservation and emission reduction will also increase carbon dioxide, ammonia nitrogen, Nitrogen oxides and other binding control indicators, these indicators will put forward higher requirements for industrial operations.
It is reported that this part of the requirements has also been reflected in the draft of the 12th Five-Year Plan of the steel industry. According to the person familiar with the matter, according to the person familiar with the matter, in the first draft of the “planningâ€, 400 cubic meters or less of blast furnaces and 30 tons or less of converters are required to be phased out; in terms of energy-saving and emission-reduction standards, the comprehensive energy consumption of key large and medium-sized enterprises per ton of steel must not exceed 580 kg of standard coal. . Prior to this, the standard required before the end of 2010 was to eliminate 300 cubic meters or less of blast furnaces and eliminate 20 tonnes or less of converters and electric furnaces.
"At the end of the "Twelfth Five-Year Plan," a blast furnace below 2,000 cubic meters is likely to be the target of policy control." In this regard, Xiangtan Securities analyst Wang Tan predicted and predicted. He also pointed out that at present, China has a capacity of 2,000 million cubic meters of blast furnaces of nearly 180 million tons, a capacity of 1,000-1999 cubic meters of blast furnaces is about 100 million tons, and a capacity of 400-999 cubic meters of blast furnaces is about 130 million tons, less than 400 cubic meters of blast furnaces. The production capacity is nearly 50 million tons. This means that under the increasingly stringent carbon constraints in the next 5-10 years, we have a total of about 400 million tons of production capacity facing upgrading, and the industry's elimination standards will become increasingly stringent.
The new material planning is still at the stage of internal discussion. It has core technologies. The potential of listed companies is high. It is reported that at the national raw materials industry symposium recently held by the Ministry of Industry and Information Technology, the 12th five-year development plan for the new materials industry has formed a framework and completed the first draft. Extensively seek opinions from all walks of life. Various plans have made deployments and arrangements for the development goals, key tasks, major projects, and policy measures for the key industries of raw material industry included in the new materials during the “12th Five-Year Plan†period.
According to the "Securities Daily" reporter, the Ministry of Industry and Information Technology understands that the relevant planning for new materials is still in the internal discussion stage and has not entered the process of soliciting opinion from all walks of life.
The initiation of the new material industry planning is currently in the internal discussion stage. The meeting proposed that the “12th Five-Year Plan†period is a critical period for the transformation and upgrading of the raw material industry. We must base ourselves on domestic demand, strictly control the total amount, and focus on promoting mergers and acquisitions, elimination of backwardness, and energy conservation and emission reduction. Technological transformation, optimization of layout, and resource guarantee will accelerate the cultivation and development of new material industries.
Previously, some media pointed out that the "12th Five-Year Plan" for the development of new materials industry has formed a framework and completed the first draft, and is widely soliciting opinions from all walks of life.
However, the relevant person in charge of the Planning Department of the Ministry of Industry and Information Technology said in an interview with reporters: “At present, the first draft has not been formally announced yet, and it is still in the internal discussion stage. If it enters the process of soliciting opinions from all walks of life, it will promptly release the publicity.â€
In an interview with the reporter, Han Wenke, director of the Energy Development Office of the National Development and Reform Commission, also pointed out: "At present, the contents of the plan are still being discussed."
The meeting pointed out that during the “Twelfth Five-Year Plan†period, it is necessary to focus on improving the independent innovation capability of the new material industry, using key materials urgently needed for the development of strategic emerging industries and national major projects as a breakthrough point, and accelerating industrial scale development and continuous improvement. Protection level.
It is understood that the new materials industry has important strategic significance in supporting the development of strategic emerging industries, safeguarding major national engineering projects, promoting the transformation and upgrading of traditional industries, and building new advantages in international competition. New materials are the precursors to the development of the material industry and are important strategic emerging industries.
At the same time, the new materials industry will focus on the development of special metal functional materials, high-end metal structural materials, advanced polymer materials, new inorganic non-metallic materials, high-performance composite materials and cutting-edge new materials, and organize the implementation of a number of major projects and key projects to promote production. Integration of research and development promotes the upgrading of materials.
The plan is clear, and strives to establish a new material industry system with certain independent innovation capabilities, large scale, and complete industrial facilities by 2015. It will break through a number of key materials and technologies that are urgently required by the country’s construction and lead future development, and cultivate a number of The backbone enterprises with strong innovation ability and core competitiveness form a group of new material industrial bases with rational layout, distinctive characteristics and industrial agglomeration, which lays a solid foundation for the sustained and rapid development of the new material industry.
Drive the industry chain to usher in a rapid expansion period It is understood that during the "12th Five-Year Plan" period, China's new material development will focus on five directions, namely, the direction of modern transportation; high efficiency and clean energy direction; environmental resources direction; the direction of the people's production industry And the direction of the defense field.
Specifically, new material markets that have been used in fields such as building and equipment energy conservation, equipment manufacturing new materials, etc., have already started.
New materials for energy conservation and environmental protection In the field of energy saving and environmental protection chemicals, new chemical materials such as carbon fiber and high-performance membrane materials will be strongly promoted and developed by the country, and will be widely used in aerospace, transportation, automotive, and medical applications.
At present, China has more than 50 state-level new material parks and industrial bases. New material sub-sectors include: nanomaterials, rare earth new materials, new battery materials, and new photoelectric materials.
The relevant plan draft shows that by 2015, China's new chemical materials and supporting auxiliaries, processing machinery and mold manufacturing will form a system with an output value of 260 billion yuan. By that time, the satisfaction rate of new chemical materials will reach 65%.
Industry analysts point out that the market space of listed companies with key technologies will increase significantly.
Among them, electronic information materials include Yongtai Technology, Chengzhi, Fujing, Hengtong, etc. New energy materials include Sinoma Technology, TBEA, and Jiabao Group. New energy automotive battery materials include Science and technology, new cosmopolitan, Shanshangufen, Zhongzheng Hi-tech etc.; rare earth materials include Baotou Steel Rare Earth, Xiamen Tungsten Industry, Zhongke Sanhuan, Hengdian Dongci, etc.; non-ferrous metal alloy materials include Tibet Mining and Dongfang Shuye; Steel and iron materials include steel research Gona, Smic, Ruitai technology; new chemical materials, including silicon Bao science and technology, Yantai Spandex and other companies, in addition to biomedical materials, eco-environmental materials and other related listed companies.
Jiangsu Guotai person in charge of dual-business of international trade and chemical new materials said: “The plan points out the vast space in the field of new materials, and the company is actively laying out the cathode materials for lithium-ion batteries.â€
It is understood that the downstream industries of the new materials industry cover a wide range of fields including automobiles, aerospace equipment, communications equipment, home appliances, IT industry, and real estate, transportation, and urban construction.
Industry analysts pointed out: “The investment in new materials is vast, and the new materials for the manufacturing material base are in a period of rapid development. In the next few years, the annual growth rate of China’s new materials industry market will remain at more than 20%, and the capital involvement will be greater. In the future, it will maintain a period of rapid expansion."
Zhong Ke Electric Deputy Secretary Huang Xiongjun told reporters: "The new material planning has a guiding role, the main steel industry is fully upgraded, product innovation, technological innovation has an important role in promoting, is conducive to business growth."
The relevant person of the listed company Changbao shares in the field of high-end steel new materials also said: “The company has made sufficient preparation in terms of power, capital and performance.â€
It should be noted that industrial policy supervision will gradually improve and market competition will also intensify.
New plan for non-ferrous industry production capacity "ceiling"
"Emerging industries" are bullish on the value of related companies. Looking back at the economic context in 2010, it is not difficult to find that non-ferrous metals are the sensitive elements that affect economic operation in both the capital market and the real economy. The Shanghai Index, which ended at 2759.57 points and was down 517.57 points throughout the year, has gone through two waves of small climaxes under the concept of "coal fluttering." The "colored" dispute represented by the "Rare earth defending war" has brought China "sound" discourse power in the economic game.
Regrettably, the important non-ferrous industry is accompanied by the high pollution of the original sin. Under the background of the escalation of the strategic position of energy conservation and emission reduction, what will be the introduction of non-ferrous metals into the forthcoming 12th Five-Year Plan?
The overall plan is in its infancy At the national raw materials industry symposium recently held by the Ministry of Industry and Information Technology, draft plans for the 12th Five-Year Plan for industries such as petrochemicals, iron and steel, nonferrous metals, building materials and new materials were submitted for discussion. Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, stated that at present, the 12th five-year development plans for the non-ferrous metals industry have formed a framework and completed the first draft. It is planned that at the end of the Twelfth Five-year Plan, China’s non-ferrous industry’s major technical and economic indicators can reach the world’s leading level and overall strength. It has been able to leap to the forefront of the world, and the overall transformation of the industry from big to strong has gone one step further.
It is reported that during the 12th Five-Year Plan period, the focus of the non-ferrous metal industry will be to strictly control the smelting production capacity to grow too fast, accelerate the elimination of backward production capacity, promote mergers and reorganizations, and encourage cross-industry restructuring of coal, electricity, and aluminum. Lightweight high-strength structural materials, information functional materials, high-purity materials, rare earth materials, and other preparation technologies and industrialization technologies will become the focus of development.
At the same time, the relevant departments will coordinate and encourage the establishment of a number of deep-processing industrial bases in advantageous regions and build a number of non-ferrous metal demonstration engineering companies to develop intensive processing, strengthen recycling of recycled metals, and promote energy-saving emission reduction and comprehensive utilization of resources.
41 million tons or into the red line of production The strict control over the rapid growth of smelting production capacity has been delineated as the focus of the 12th five-year plan for non-ferrous metals industry?
Some analysts pointed out that from January to October 2010, the total output of ten non-ferrous metals reached 26,137,700 tons, an increase of 23.89%. In the same period, the non-ferrous metal industry (excluding independent gold companies) completed a total of 290.087 billion yuan in fixed asset investment, an increase of 37.54% over the same period in 2009, an increase of 13.14 percentage points higher than the national fixed asset investment in urban areas. Based on this calculation, China’s non-ferrous production exceeded 31 million tons in 2010, but if it continues at this growth rate, China’s non-ferrous production in 2015 may reach 670 million tons. According to the calculation results of China Nonferrous Metals Industry Association, the apparent consumption of ten non-ferrous metals was only 43.8 million tons (including 8.3 million tons of refined copper, 24 million tons of aluminum, 5 million tons of lead, and 6.5 million tons of zinc). Ton). Therefore, the blind expansion of production capacity and the relatively slow growth of market demand have become the sensitive nerves of the regulators.
Shan Fushan, vice president of the China Nonferrous Metals Industry Association, also stated that according to the recommendations of the China Nonferrous Metals Industry Association for the "12th Five-Year Plan" development of the non-ferrous metal industry, by 2015, the output of ten non-ferrous metals should be controlled at 41 million tons. Within. Crude copper smelting is controlled within 5 million tons; electrolytic copper is controlled between 6.5 million and 7 million tons; alumina is controlled within 41 million tons; electrolytic aluminum is controlled within 20 million tons; lead is controlled within 5.5 million tons; zinc The smelting control was within 6.7 million tons, and all backward production capacity was eliminated in accordance with industrial technology policies.
"Small Metals" is expected to re-create market value in an orderly manner. Although the quantity is controlled according to the standards set by the Nonferrous Metals Industry Association, the smelting capacity of copper, aluminum, lead, zinc and other non-ferrous metals will be limited in expansion in the next five years, but it will be eliminated. Capacity and structural adjustment are not the main tone of the 12th Five-Year Plan for the non-ferrous industry.
According to Wen Jun, vice president of the China Nonferrous Metals Industry Association, the 12th Five-Year Plan will further strengthen the orderly development and rational use of resources for tungsten, molybdenum, tin, antimony, and rare earth metals, conserve resources, and continue to promote enterprises. Merger integration.
As an example, during the 12th Five-Year Plan period, China will further control rare earth production including total production and total exports. In addition to controlling the mining and export links, the industry will also consider the gradual control of the smelting, processing, and distribution trades that are in the intermediate stages. Prior to this, China's rare earth pricing in the consideration of resource costs and environmental protection costs are insufficient. In the future, these two factors will be gradually incorporated into the rare earth pricing system, and the rare earth price will undoubtedly have further room for growth.
Shang Fukuyama also said that for China’s advantageous resources represented by small metals, while controlling the total amount, it is necessary to greatly increase the added value of products and strengthen the support and development of downstream deep processing companies. Let companies realize that only the rarity of these metals is reflected, and the market will compensate for the reduction in prices.
While the non-ferrous industry is expected to gain new space for value growth, the seven new industry concepts such as new energy vehicles, new materials, information, and energy conservation and environmental protection, which are widely sought after, have also provided in-depth ideas for the development of the non-ferrous industry. After all, as new energy sources continue to expand, the market demand for high-performance copper, aluminum, magnesium, tungsten, molybdenum, tantalum, niobium and other alloy materials, rare earth materials, and superconducting materials will continue to expand.
Petrochemical industry planning is expected to be introduced in April Structural adjustment and scientific and technological innovation are the bright spots In 2011, it was the first year of the 12th Five-Year Plan. The 12th five-year development plan for various industries is in full swing in the formulation and revision.
The Ministry of Industry and Information Technology recently held a national symposium on raw materials industry in Changchun City. At present, the "Twelfth Five-Year Plan" for petrochemicals, iron and steel, non-ferrous metal and new materials industries has formed a framework and has completed the first draft. It is widely soliciting opinions from all walks of life.
Li Shousheng, executive vice president of the China Petroleum and Chemical Industry Federation, also said recently that the "12th Five-Year Plan" of the petrochemical industry will use industrial restructuring and technological innovation as the main line. The plan is tentatively scheduled to be introduced in April, and special plans for various petrochemical sub-sectors will also be launched one after another. The preparation of the planning is nearing completion.
The “Twelfth Five-Year Plan†is the period of industrial transformation in the petrochemical industry. Most of the traditional chemicals are facing adjustments, and the entire industry is therefore facing enormous tasks.
Rely on structural adjustment of energy-saving emission reduction "Eleventh Five-Year" during the decomposition of the development indicators throughout the country almost all successfully completed, and only five years of energy-saving emission reduction targets have become a headache for the entire community, "the road." The "Eleventh Five-Year" indicator is only a 20% reduction in energy consumption per unit of GDP, and all localities have resorted to the tricks of limiting the number of power cuts. The difficulty can be a little glimpse. According to the plan, by 2020, the carbon intensity per unit of GDP will be reduced by 40% to 45% compared with 2005. In other words, the task of energy conservation and emission reduction during the "12th Five-Year Plan" is even more arduous.
In an interview with the media, Li Shousheng said that in terms of industrial adjustment, the elimination of backward production capacity, the promotion of the adjustment and upgrading of traditional industries, and the realization of the goal of energy conservation and emission reduction will become the focus of planning.
2011 is the first year of the “Twelfth Five-Year Planâ€. The task of energy saving and emission reduction will be even more arduous. Compared with the “Eleventh Five-Year Planâ€, the goal of energy conservation and emission reduction will also increase the binding of carbon dioxide, ammonia nitrogen and nitrogen oxides. The control indicators and these indicators put forward higher requirements for industrial operations.
“Under the background of energy conservation and emission reduction across the country, the petrochemical industry is no exception. As the energy production industry, the petrochemical industry’s energy-saving and emission-reducing pressure is evident.†Zhou Xiujie, a research fellow in the energy industry of China Investment Advisors, interviewed by the “Securities Daily†reporter Said.
He believes that in the "12th Five-Year Plan" period, China's petrochemical industry should first actively adjust the industrial structure, in the case of ensuring the domestic energy supply, actively deploy emerging energy industries; Second, we must strengthen technological innovation, promote technological reform, through technological change To improve the ability of enterprises to save resources and reduce environmental pollution; Finally, through the establishment of an effective production system and management system to improve the company's ability in the safety and environmental protection and energy conservation, and accelerate the promotion of enterprises to take the path of low-carbon economic development.
Technological Innovation Promotes Structural Adjustment According to the "2010 Annual Review of China's Petroleum and Chemical Industry Economic Operation Report and 2011 Market Forecast", in 2010, the output value of China's chemical industry topped 5 trillion yuan for the first time, reaching 5.23 trillion yuan, up 32.6 percent year-on-year. %, about 770 billion US dollars, surpassing the U.S. dollar of 734 billion U.S. dollars, and its chemical and economic output ranks first in the world.
The "Report" also predicts that the total output value of the chemical industry in 2011 was about 6.19 trillion yuan, an increase of 19.2% year-on-year; total profit was about 460 billion yuan, an increase of 18.5%.
In recent years, the petrochemical industry has developed rapidly. The period of the 12th Five-Year Plan period is still a period of rapid development of the petrochemical industry, but it is also a time to face more difficulties and challenges.
Zhou Xiujie pointed out that during the 12th Five-Year Plan period, China's petrochemical industry still has many problems. First, the impact of resource bottlenecks on the development of the industry is becoming more and more prominent. Since 2009, China’s crude oil dependence on foreign countries has continuously increased, and there is also a gradual upward trend. Therefore, the crude oil gap directly restricts the forward development of the industry; Second, we will face more fierce international competition. As China's petrochemical companies continue to go out, and the international petrochemical giants have entered China's petrochemical market one after another, the competition between domestic and international companies has become increasingly fierce. How to deal with it? The challenges faced by the experienced international petrochemical giants are the problems that the petrochemical industry has to face; the third is how to realize the coordinated development of industries and regional economies and industrial clusters. At present, the agglomeration effect of China's petrochemical industry is already quite obvious, and the distribution of domestic petrochemical bases is quite obvious. Began to present cluster development, how to deal with the coordinated development of industrial clusters and regional economy is also one of the problems that the petrochemical industry must solve.
He also believes that during the “Twelfth Five-Year Plan†period, China’s petrochemical industry should further optimize the supply structure of raw materials and ensure the stable supply of oil sources. In other words, under the circumstances that China’s crude oil dependence on foreign countries continues to increase, enterprises should go out as far as possible. Participate in the development of international crude oil; further optimize the industrial layout, promote the current cluster development of the petrochemical industry, and increase the degree of petrochemical industry concentration in the Yangtze River Delta, Pearl River Delta, Bohai Rim and other urban agglomerations; at the same time, further optimize the product structure. , highlight the ability of independent innovation, improve the scientific and technological content of products, develop more new products with more environmental protection value and economic benefits, and enhance their own competitiveness.
In addition, we must speed up technological research and development, improve product quality, thereby improving the efficiency of product use, and in the case of limited resource supply, promote the maximization of resource utilization efficiency and ease the problems of “oil shortage†and “gas shortage†in China; ultimately, Still, through the adjustment of China's energy structure, reducing the dependence on oil and other resources, and using new energy to replace some of the needs, the purpose of resolving the tight relationship between supply and demand will be achieved.
Li Yongwu of the China Petroleum and Chemical Industry Federation once pointed out clearly that the “12th Five-Year Plan†period is still a period of strategic opportunities for the development of China's oil and chemical industry. We must use technological innovation as a support for transforming development methods and we must choose to enhance competitiveness. Core technology and promote it.
According to informed sources, the “12th Five-Year Plan†of the steel industry will continue to focus on two main lines: encouraging mergers and reorganizations and optimizing industrial layout, and eliminating backward production capacity and energy-saving emission reductions.
Among them, in terms of joint reorganization, there will be a number of ultra-large iron and steel enterprises with an output of 50 million to 60 million tons in the "12th Five-Year Plan" period. The production capacity of the top 10 steel companies in China accounts for more than 60% of the country's production capacity. The requirements for elimination of backward production capacity and energy-saving and emission reduction have become more stringent and standards have increased.
Major layout of the two major structural adjustments Many steel companies have already occupied ahead of time For the current draft of the "12th Five-Year Plan" of the steel industry, "actually, the two major structural adjustments." January 28, Lange Steel analyst Zhang Lin told this reporter that "one is to adjust and merge organizational structure, and then adjust the layout of the steel industry to transfer along the coast along the Yangtze River."
According to the aforementioned authoritative sources, in terms of joint reorganization, there will be an ultra-large iron and steel company with an output of 50 million to 60 million tons or more and a number of large-scale iron and steel enterprises of 10 million to 30 million tons or more in the "12th Five-year Plan" period. " Key enterprises include Baosteel, Angang, Wuhan Iron and Steel, Hebei Iron and Steel Group, Shagang, Shandong Iron and Steel Group, Shougang, and Bohai Iron and Steel Group.
In terms of industrial layout, according to the source, the iron and steel industry will be transferred along the coast along the river, and the production capacity of the coastal iron and steel enterprises will account for more than 40% of the national production capacity. During the “Twelfth Five-Year Plan†period, on the one hand, it is necessary to accelerate the construction of large-scale steel projects on the coasts of Zhanjiang, Fangchenggang, Caofeidian, and Shandong, and on the other hand, complete preparations for the iron and steel projects along the coasts of Fujian and Jiangsu.
In fact, although the "Twelfth Five-Year Plan" of the steel industry has not yet been formally released, many steel companies have already started to "take a place." The former Hebei Iron and Steel Group merged and restructured private steel enterprises in the province, and Shandong Iron and Steel Group re-launched. Angang Group intends to restart the private placement of Fujian Iron and Steel Group and the recent Valin Steel to promote the overall listing of Hualing Group.
Shanxi Securities has previously stated in its 2011 steel industry investment strategy that the reorganization and consolidation of the steel industry began to accelerate in 2010. Baosteel Group, Da An Steel Group, Hebei Iron and Steel Group, Shandong Iron and Steel Group, Shagang Group and other large enterprise groups began to take shape. . It can be expected that the restructuring and integration of the steel industry will continue to be the whole process of development throughout the industry in 2011, and will show many bright spots.
The "Eleventh Five-Year" emission reduction mission will fully complete the "Twelfth Five-Year Plan" requirements will be more stringent and on the other main line of the "Twelfth Five-Year Plan" to eliminate backward production capacity and energy-saving emission reduction, the current requirements and standards will be better than "Ten During the "15" period, further tightening.
On January 27, Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, revealed at the press conference that the reduction in the energy consumption of value-added industrial units above designated size in 2010 was expected to exceed 6%, completing the “Eleventh Five-Year†target. Among them, 18 industries including iron and steel, cement, and coke eliminated their backward production capacity.
Zhu Hongren also stated that as the first year of the “Twelfth Five-Year Planâ€, the task of energy saving and emission reduction in 2011 will be even more arduous. Compared with the “Eleventh Five-Year Planâ€, the goal of energy conservation and emission reduction will also increase carbon dioxide, ammonia nitrogen, Nitrogen oxides and other binding control indicators, these indicators will put forward higher requirements for industrial operations.
It is reported that this part of the requirements has also been reflected in the draft of the 12th Five-Year Plan of the steel industry. According to the person familiar with the matter, according to the person familiar with the matter, in the first draft of the “planningâ€, 400 cubic meters or less of blast furnaces and 30 tons or less of converters are required to be phased out; in terms of energy-saving and emission-reduction standards, the comprehensive energy consumption of key large and medium-sized enterprises per ton of steel must not exceed 580 kg of standard coal. . Prior to this, the standard required before the end of 2010 was to eliminate 300 cubic meters or less of blast furnaces and eliminate 20 tonnes or less of converters and electric furnaces.
"At the end of the "Twelfth Five-Year Plan," a blast furnace below 2,000 cubic meters is likely to be the target of policy control." In this regard, Xiangtan Securities analyst Wang Tan predicted and predicted. He also pointed out that at present, China has a capacity of 2,000 million cubic meters of blast furnaces of nearly 180 million tons, a capacity of 1,000-1999 cubic meters of blast furnaces is about 100 million tons, and a capacity of 400-999 cubic meters of blast furnaces is about 130 million tons, less than 400 cubic meters of blast furnaces. The production capacity is nearly 50 million tons. This means that under the increasingly stringent carbon constraints in the next 5-10 years, we have a total of about 400 million tons of production capacity facing upgrading, and the industry's elimination standards will become increasingly stringent.
The new material planning is still at the stage of internal discussion. It has core technologies. The potential of listed companies is high. It is reported that at the national raw materials industry symposium recently held by the Ministry of Industry and Information Technology, the 12th five-year development plan for the new materials industry has formed a framework and completed the first draft. Extensively seek opinions from all walks of life. Various plans have made deployments and arrangements for the development goals, key tasks, major projects, and policy measures for the key industries of raw material industry included in the new materials during the “12th Five-Year Plan†period.
According to the "Securities Daily" reporter, the Ministry of Industry and Information Technology understands that the relevant planning for new materials is still in the internal discussion stage and has not entered the process of soliciting opinion from all walks of life.
The initiation of the new material industry planning is currently in the internal discussion stage. The meeting proposed that the “12th Five-Year Plan†period is a critical period for the transformation and upgrading of the raw material industry. We must base ourselves on domestic demand, strictly control the total amount, and focus on promoting mergers and acquisitions, elimination of backwardness, and energy conservation and emission reduction. Technological transformation, optimization of layout, and resource guarantee will accelerate the cultivation and development of new material industries.
Previously, some media pointed out that the "12th Five-Year Plan" for the development of new materials industry has formed a framework and completed the first draft, and is widely soliciting opinions from all walks of life.
However, the relevant person in charge of the Planning Department of the Ministry of Industry and Information Technology said in an interview with reporters: “At present, the first draft has not been formally announced yet, and it is still in the internal discussion stage. If it enters the process of soliciting opinions from all walks of life, it will promptly release the publicity.â€
In an interview with the reporter, Han Wenke, director of the Energy Development Office of the National Development and Reform Commission, also pointed out: "At present, the contents of the plan are still being discussed."
The meeting pointed out that during the “Twelfth Five-Year Plan†period, it is necessary to focus on improving the independent innovation capability of the new material industry, using key materials urgently needed for the development of strategic emerging industries and national major projects as a breakthrough point, and accelerating industrial scale development and continuous improvement. Protection level.
It is understood that the new materials industry has important strategic significance in supporting the development of strategic emerging industries, safeguarding major national engineering projects, promoting the transformation and upgrading of traditional industries, and building new advantages in international competition. New materials are the precursors to the development of the material industry and are important strategic emerging industries.
At the same time, the new materials industry will focus on the development of special metal functional materials, high-end metal structural materials, advanced polymer materials, new inorganic non-metallic materials, high-performance composite materials and cutting-edge new materials, and organize the implementation of a number of major projects and key projects to promote production. Integration of research and development promotes the upgrading of materials.
The plan is clear, and strives to establish a new material industry system with certain independent innovation capabilities, large scale, and complete industrial facilities by 2015. It will break through a number of key materials and technologies that are urgently required by the country’s construction and lead future development, and cultivate a number of The backbone enterprises with strong innovation ability and core competitiveness form a group of new material industrial bases with rational layout, distinctive characteristics and industrial agglomeration, which lays a solid foundation for the sustained and rapid development of the new material industry.
Drive the industry chain to usher in a rapid expansion period It is understood that during the "12th Five-Year Plan" period, China's new material development will focus on five directions, namely, the direction of modern transportation; high efficiency and clean energy direction; environmental resources direction; the direction of the people's production industry And the direction of the defense field.
Specifically, new material markets that have been used in fields such as building and equipment energy conservation, equipment manufacturing new materials, etc., have already started.
New materials for energy conservation and environmental protection In the field of energy saving and environmental protection chemicals, new chemical materials such as carbon fiber and high-performance membrane materials will be strongly promoted and developed by the country, and will be widely used in aerospace, transportation, automotive, and medical applications.
At present, China has more than 50 state-level new material parks and industrial bases. New material sub-sectors include: nanomaterials, rare earth new materials, new battery materials, and new photoelectric materials.
The relevant plan draft shows that by 2015, China's new chemical materials and supporting auxiliaries, processing machinery and mold manufacturing will form a system with an output value of 260 billion yuan. By that time, the satisfaction rate of new chemical materials will reach 65%.
Industry analysts point out that the market space of listed companies with key technologies will increase significantly.
Among them, electronic information materials include Yongtai Technology, Chengzhi, Fujing, Hengtong, etc. New energy materials include Sinoma Technology, TBEA, and Jiabao Group. New energy automotive battery materials include Science and technology, new cosmopolitan, Shanshangufen, Zhongzheng Hi-tech etc.; rare earth materials include Baotou Steel Rare Earth, Xiamen Tungsten Industry, Zhongke Sanhuan, Hengdian Dongci, etc.; non-ferrous metal alloy materials include Tibet Mining and Dongfang Shuye; Steel and iron materials include steel research Gona, Smic, Ruitai technology; new chemical materials, including silicon Bao science and technology, Yantai Spandex and other companies, in addition to biomedical materials, eco-environmental materials and other related listed companies.
Jiangsu Guotai person in charge of dual-business of international trade and chemical new materials said: “The plan points out the vast space in the field of new materials, and the company is actively laying out the cathode materials for lithium-ion batteries.â€
It is understood that the downstream industries of the new materials industry cover a wide range of fields including automobiles, aerospace equipment, communications equipment, home appliances, IT industry, and real estate, transportation, and urban construction.
Industry analysts pointed out: “The investment in new materials is vast, and the new materials for the manufacturing material base are in a period of rapid development. In the next few years, the annual growth rate of China’s new materials industry market will remain at more than 20%, and the capital involvement will be greater. In the future, it will maintain a period of rapid expansion."
Zhong Ke Electric Deputy Secretary Huang Xiongjun told reporters: "The new material planning has a guiding role, the main steel industry is fully upgraded, product innovation, technological innovation has an important role in promoting, is conducive to business growth."
The relevant person of the listed company Changbao shares in the field of high-end steel new materials also said: “The company has made sufficient preparation in terms of power, capital and performance.â€
It should be noted that industrial policy supervision will gradually improve and market competition will also intensify.
New plan for non-ferrous industry production capacity "ceiling"
"Emerging industries" are bullish on the value of related companies. Looking back at the economic context in 2010, it is not difficult to find that non-ferrous metals are the sensitive elements that affect economic operation in both the capital market and the real economy. The Shanghai Index, which ended at 2759.57 points and was down 517.57 points throughout the year, has gone through two waves of small climaxes under the concept of "coal fluttering." The "colored" dispute represented by the "Rare earth defending war" has brought China "sound" discourse power in the economic game.
Regrettably, the important non-ferrous industry is accompanied by the high pollution of the original sin. Under the background of the escalation of the strategic position of energy conservation and emission reduction, what will be the introduction of non-ferrous metals into the forthcoming 12th Five-Year Plan?
The overall plan is in its infancy At the national raw materials industry symposium recently held by the Ministry of Industry and Information Technology, draft plans for the 12th Five-Year Plan for industries such as petrochemicals, iron and steel, nonferrous metals, building materials and new materials were submitted for discussion. Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, stated that at present, the 12th five-year development plans for the non-ferrous metals industry have formed a framework and completed the first draft. It is planned that at the end of the Twelfth Five-year Plan, China’s non-ferrous industry’s major technical and economic indicators can reach the world’s leading level and overall strength. It has been able to leap to the forefront of the world, and the overall transformation of the industry from big to strong has gone one step further.
It is reported that during the 12th Five-Year Plan period, the focus of the non-ferrous metal industry will be to strictly control the smelting production capacity to grow too fast, accelerate the elimination of backward production capacity, promote mergers and reorganizations, and encourage cross-industry restructuring of coal, electricity, and aluminum. Lightweight high-strength structural materials, information functional materials, high-purity materials, rare earth materials, and other preparation technologies and industrialization technologies will become the focus of development.
At the same time, the relevant departments will coordinate and encourage the establishment of a number of deep-processing industrial bases in advantageous regions and build a number of non-ferrous metal demonstration engineering companies to develop intensive processing, strengthen recycling of recycled metals, and promote energy-saving emission reduction and comprehensive utilization of resources.
41 million tons or into the red line of production The strict control over the rapid growth of smelting production capacity has been delineated as the focus of the 12th five-year plan for non-ferrous metals industry?
Some analysts pointed out that from January to October 2010, the total output of ten non-ferrous metals reached 26,137,700 tons, an increase of 23.89%. In the same period, the non-ferrous metal industry (excluding independent gold companies) completed a total of 290.087 billion yuan in fixed asset investment, an increase of 37.54% over the same period in 2009, an increase of 13.14 percentage points higher than the national fixed asset investment in urban areas. Based on this calculation, China’s non-ferrous production exceeded 31 million tons in 2010, but if it continues at this growth rate, China’s non-ferrous production in 2015 may reach 670 million tons. According to the calculation results of China Nonferrous Metals Industry Association, the apparent consumption of ten non-ferrous metals was only 43.8 million tons (including 8.3 million tons of refined copper, 24 million tons of aluminum, 5 million tons of lead, and 6.5 million tons of zinc). Ton). Therefore, the blind expansion of production capacity and the relatively slow growth of market demand have become the sensitive nerves of the regulators.
Shan Fushan, vice president of the China Nonferrous Metals Industry Association, also stated that according to the recommendations of the China Nonferrous Metals Industry Association for the "12th Five-Year Plan" development of the non-ferrous metal industry, by 2015, the output of ten non-ferrous metals should be controlled at 41 million tons. Within. Crude copper smelting is controlled within 5 million tons; electrolytic copper is controlled between 6.5 million and 7 million tons; alumina is controlled within 41 million tons; electrolytic aluminum is controlled within 20 million tons; lead is controlled within 5.5 million tons; zinc The smelting control was within 6.7 million tons, and all backward production capacity was eliminated in accordance with industrial technology policies.
"Small Metals" is expected to re-create market value in an orderly manner. Although the quantity is controlled according to the standards set by the Nonferrous Metals Industry Association, the smelting capacity of copper, aluminum, lead, zinc and other non-ferrous metals will be limited in expansion in the next five years, but it will be eliminated. Capacity and structural adjustment are not the main tone of the 12th Five-Year Plan for the non-ferrous industry.
According to Wen Jun, vice president of the China Nonferrous Metals Industry Association, the 12th Five-Year Plan will further strengthen the orderly development and rational use of resources for tungsten, molybdenum, tin, antimony, and rare earth metals, conserve resources, and continue to promote enterprises. Merger integration.
As an example, during the 12th Five-Year Plan period, China will further control rare earth production including total production and total exports. In addition to controlling the mining and export links, the industry will also consider the gradual control of the smelting, processing, and distribution trades that are in the intermediate stages. Prior to this, China's rare earth pricing in the consideration of resource costs and environmental protection costs are insufficient. In the future, these two factors will be gradually incorporated into the rare earth pricing system, and the rare earth price will undoubtedly have further room for growth.
Shang Fukuyama also said that for China’s advantageous resources represented by small metals, while controlling the total amount, it is necessary to greatly increase the added value of products and strengthen the support and development of downstream deep processing companies. Let companies realize that only the rarity of these metals is reflected, and the market will compensate for the reduction in prices.
While the non-ferrous industry is expected to gain new space for value growth, the seven new industry concepts such as new energy vehicles, new materials, information, and energy conservation and environmental protection, which are widely sought after, have also provided in-depth ideas for the development of the non-ferrous industry. After all, as new energy sources continue to expand, the market demand for high-performance copper, aluminum, magnesium, tungsten, molybdenum, tantalum, niobium and other alloy materials, rare earth materials, and superconducting materials will continue to expand.
Petrochemical industry planning is expected to be introduced in April Structural adjustment and scientific and technological innovation are the bright spots In 2011, it was the first year of the 12th Five-Year Plan. The 12th five-year development plan for various industries is in full swing in the formulation and revision.
The Ministry of Industry and Information Technology recently held a national symposium on raw materials industry in Changchun City. At present, the "Twelfth Five-Year Plan" for petrochemicals, iron and steel, non-ferrous metal and new materials industries has formed a framework and has completed the first draft. It is widely soliciting opinions from all walks of life.
Li Shousheng, executive vice president of the China Petroleum and Chemical Industry Federation, also said recently that the "12th Five-Year Plan" of the petrochemical industry will use industrial restructuring and technological innovation as the main line. The plan is tentatively scheduled to be introduced in April, and special plans for various petrochemical sub-sectors will also be launched one after another. The preparation of the planning is nearing completion.
The “Twelfth Five-Year Plan†is the period of industrial transformation in the petrochemical industry. Most of the traditional chemicals are facing adjustments, and the entire industry is therefore facing enormous tasks.
Rely on structural adjustment of energy-saving emission reduction "Eleventh Five-Year" during the decomposition of the development indicators throughout the country almost all successfully completed, and only five years of energy-saving emission reduction targets have become a headache for the entire community, "the road." The "Eleventh Five-Year" indicator is only a 20% reduction in energy consumption per unit of GDP, and all localities have resorted to the tricks of limiting the number of power cuts. The difficulty can be a little glimpse. According to the plan, by 2020, the carbon intensity per unit of GDP will be reduced by 40% to 45% compared with 2005. In other words, the task of energy conservation and emission reduction during the "12th Five-Year Plan" is even more arduous.
In an interview with the media, Li Shousheng said that in terms of industrial adjustment, the elimination of backward production capacity, the promotion of the adjustment and upgrading of traditional industries, and the realization of the goal of energy conservation and emission reduction will become the focus of planning.
2011 is the first year of the “Twelfth Five-Year Planâ€. The task of energy saving and emission reduction will be even more arduous. Compared with the “Eleventh Five-Year Planâ€, the goal of energy conservation and emission reduction will also increase the binding of carbon dioxide, ammonia nitrogen and nitrogen oxides. The control indicators and these indicators put forward higher requirements for industrial operations.
“Under the background of energy conservation and emission reduction across the country, the petrochemical industry is no exception. As the energy production industry, the petrochemical industry’s energy-saving and emission-reducing pressure is evident.†Zhou Xiujie, a research fellow in the energy industry of China Investment Advisors, interviewed by the “Securities Daily†reporter Said.
He believes that in the "12th Five-Year Plan" period, China's petrochemical industry should first actively adjust the industrial structure, in the case of ensuring the domestic energy supply, actively deploy emerging energy industries; Second, we must strengthen technological innovation, promote technological reform, through technological change To improve the ability of enterprises to save resources and reduce environmental pollution; Finally, through the establishment of an effective production system and management system to improve the company's ability in the safety and environmental protection and energy conservation, and accelerate the promotion of enterprises to take the path of low-carbon economic development.
Technological Innovation Promotes Structural Adjustment According to the "2010 Annual Review of China's Petroleum and Chemical Industry Economic Operation Report and 2011 Market Forecast", in 2010, the output value of China's chemical industry topped 5 trillion yuan for the first time, reaching 5.23 trillion yuan, up 32.6 percent year-on-year. %, about 770 billion US dollars, surpassing the U.S. dollar of 734 billion U.S. dollars, and its chemical and economic output ranks first in the world.
The "Report" also predicts that the total output value of the chemical industry in 2011 was about 6.19 trillion yuan, an increase of 19.2% year-on-year; total profit was about 460 billion yuan, an increase of 18.5%.
In recent years, the petrochemical industry has developed rapidly. The period of the 12th Five-Year Plan period is still a period of rapid development of the petrochemical industry, but it is also a time to face more difficulties and challenges.
Zhou Xiujie pointed out that during the 12th Five-Year Plan period, China's petrochemical industry still has many problems. First, the impact of resource bottlenecks on the development of the industry is becoming more and more prominent. Since 2009, China’s crude oil dependence on foreign countries has continuously increased, and there is also a gradual upward trend. Therefore, the crude oil gap directly restricts the forward development of the industry; Second, we will face more fierce international competition. As China's petrochemical companies continue to go out, and the international petrochemical giants have entered China's petrochemical market one after another, the competition between domestic and international companies has become increasingly fierce. How to deal with it? The challenges faced by the experienced international petrochemical giants are the problems that the petrochemical industry has to face; the third is how to realize the coordinated development of industries and regional economies and industrial clusters. At present, the agglomeration effect of China's petrochemical industry is already quite obvious, and the distribution of domestic petrochemical bases is quite obvious. Began to present cluster development, how to deal with the coordinated development of industrial clusters and regional economy is also one of the problems that the petrochemical industry must solve.
He also believes that during the “Twelfth Five-Year Plan†period, China’s petrochemical industry should further optimize the supply structure of raw materials and ensure the stable supply of oil sources. In other words, under the circumstances that China’s crude oil dependence on foreign countries continues to increase, enterprises should go out as far as possible. Participate in the development of international crude oil; further optimize the industrial layout, promote the current cluster development of the petrochemical industry, and increase the degree of petrochemical industry concentration in the Yangtze River Delta, Pearl River Delta, Bohai Rim and other urban agglomerations; at the same time, further optimize the product structure. , highlight the ability of independent innovation, improve the scientific and technological content of products, develop more new products with more environmental protection value and economic benefits, and enhance their own competitiveness.
In addition, we must speed up technological research and development, improve product quality, thereby improving the efficiency of product use, and in the case of limited resource supply, promote the maximization of resource utilization efficiency and ease the problems of “oil shortage†and “gas shortage†in China; ultimately, Still, through the adjustment of China's energy structure, reducing the dependence on oil and other resources, and using new energy to replace some of the needs, the purpose of resolving the tight relationship between supply and demand will be achieved.
Li Yongwu of the China Petroleum and Chemical Industry Federation once pointed out clearly that the “12th Five-Year Plan†period is still a period of strategic opportunities for the development of China's oil and chemical industry. We must use technological innovation as a support for transforming development methods and we must choose to enhance competitiveness. Core technology and promote it.
A pipe cutting machine shear, historically known as a lever shear and sometimes as a crocodile shear, is a metal-cutting shear with a hinged jaw, powered by a flywheel or hydraulic cylinder. Alligator shears are generally set up as stand-alone shears; however, there are types for excavators. They are generally used to cut ferrous members, such as rebar, pipe, angle iron, or I-beams.
Steel Pipes Shear, Iron Pipes Shear, Metal Pipes Shear, Copper Pipes Shear
Jiangyin Metallurgy Hydraulic Machinery Factory , https://www.ecometalsrecycle.com