Ceramic industry half a year can be difficult to protect housing policies or will be sent to the snow

The hot sun indicates the arrival of the midsummer. It also means that half of the year has passed. Looking back, in the first half of the year, the ceramics industry can be described as a changeable situation. The performance of many ceramic enterprises is remarkable, including both the joy of success and the lack and regret of the environment. Xiao Bian will conduct an inventory of the ceramics industry in the first half of the year, summarizing what happened in the ceramic industry in the past six months and laying a solid foundation for better development in the second half of the year.

Policy energy saving and emission reduction is the way out

This year is the first year of the “Twelfth Five-Year Plan”. Compared with the “Eleventh Five-Year Plan”, the country has made more adjustments to the economic growth mode on the macro level, emphasizing the realization of rapid economic development based on the protection of the environment and resources. Growth, which has new requirements for the ceramic industry. Although the current economic growth rate of the ceramic industry is very fast, there is an irrational economic growth structure, mainly because of the consumption of resources as the point of economic growth. The economic structure is very fragile, and the exchange of economic growth at the expense of resources is also inconsistent with the requirements of sustainable development. Therefore, the ceramic industry must make great efforts in energy conservation and environmental protection, and must combine with the country's economic development direction in order to thrive. In the first half of this year, the ceramics industry also responded to the call of the country and increased efforts to develop environmental protection and energy conservation. At the 2011 Guangzhou Ceramics Industry Exhibition, reporters saw that many ceramic machinery and equipment companies have launched their own energy-saving emission reduction products, and some of the new types of mechanical equipment have claimed energy saving of more than 40% compared to the original equipment, and many ceramic manufacturers have Inkjet printing products have been introduced for half a year. The ink-jet printing technology has an ink utilization rate as high as 98%, which can save more color enamel.

Raw material tightening

The General Office of the State Council issued the "Several Opinions of the State Council on Promoting the Sustainable and Healthy Development of the Rare Earth Industry" on May 19, requiring effective measures to effectively strengthen the management of the rare earth industry, accelerate the transformation of the development mode of the rare earth industry, and promote the sustained and healthy development of the rare earth industry. According to the State Resources Bureau, China's total rare earth production is controlled at 93,800 tons this year. Compared with previous years, the amount of exploitation will increase by 4,600 tons. However, the increase in rare earth production has not suppressed the trend of rising rare earth prices. It is understood that the price increase of some rare earth products in the first half of this year was as high as 20 times, which is astounding. The problem of rare earth resources has recently become a hot spot for media attention. Although the ceramic industry is not very demanding for rare earths, it is also an important element of ceramic raw materials. The rise in rare earth prices in the first half of this year has caused ceramic companies to suffer from rising production costs.

Production growth will slow

In the first half of this year, China’s Central Plains region suffered from droughts. Some hydroelectric power-generating areas encountered “electricity shortages”, resulting in a particularly early power outage period for Jiangxi Gao'an, Hunan, Hubei and other ceramic producing areas. This made many The production line of the ceramic factory was forced to stop production. Yin Hong, secretary-general of the Foshan Ceramics Association, expressed concern about this phenomenon. He said that the ceramic producing areas encountered large-scale blackouts this year, some plants had three stops or four peaks, and their own power generation price would exceed 2.00 yuan per degree. Tao enterprises can not afford such a high price, so the ceramic industry did not fully release production capacity in the first half of this year. In addition, according to the reporter, 2011 is the third year (the last year) of Zibo Ceramics' "rejuvenation and adjustment". Zibo ceramics production will drop from 1.2 billion square meters to 700 million square meters. This shows that the industry itself has felt the risk of full release of production capacity this year and began to systematically reduce its output in order to better find the balance between ceramic production and sales. Although there is no official data yet, it is estimated that the capacity of the industry this year is still unlikely to be fully released. It will not increase by as much as 20% as last year. The increase in ceramics production this year will fall back.

The number of companies has plummeted

The number of ceramic enterprises did not increase much in the first half of this year. According to data from a registered service agency in Foshan, more than 30 building sanitary ceramics trademarks (brand logos) were registered in Foshan in the first quarter of this year. The vast majority of them are ceramic enterprises, and mainly polished tiles and antique tiles. There are few sanitary and mosaic companies. In the registered trademark of ceramic companies, ceramic brands in Guangxi, Jiangxi and Hunan accounted for more than 50% of registered trademarks.

Compared with 80 ceramics companies registered new brand trademarks in the same period of last year, the number of new brand launches this year has decreased significantly, which is a 63% reduction. There are almost no examples of large companies and old companies launching new brands, most of which are new factory brands. And the establishment of new brands launched within two to three years. The reporter learned from the person in charge of some companies that due to the dismal environment of the ceramics market this year, many newly-built ceramic brands would rather stop the listing and avoid the market risks; in addition, raw materials and inflation have also become a hindrance to the listing of new companies. Therefore, the growth rate of the number of ceramic enterprises in the first half of this year plummeted. At the same time, some business leaders predict that by the end of the year, there may have been a number of ceramic companies that were eliminated by the market due to poor management.

Exports rise against the trend

Ceramic exports in the first half of this year can be described as subject to the pressure of three mountains: First, the European Union and other countries on the implementation of anti-dumping on our tiles; Second, the turmoil in the Middle East and Africa; Third, the appreciation of the ***. Therefore, ceramic exports face significant challenges in the first half of this year. Yin Hong said that in the international environment, China's building sanitary ceramics exports will face an increasingly difficult situation, there are foreign trade barriers, trade protection reasons, more domestic ceramic industry itself, the industry lacks self-discipline, mutual Vicious competition. Although the situation is grim, China's ceramic tile exports continued to grow in the first half of 2011, and Foshan City's ceramic tile exports in the first quarter of this year grew by 21.7%, reaching US$420 million. It is understood that many ceramic companies have begun to open up markets in other regions, and currently Southeast Asia and other regions continue to thrive on domestic demand, and Latin America's growth this year is a major highlight. According to industry sources, as Brazil will host the 2014 World Cup, the city will carry out large-scale urban transformation and construction, and the demand for building materials will surge by 40%.

Real estate protection housing or will "send charcoal"

The ceramic industry is closely related to the real estate industry. The rise and fall of the real estate market also determines the prosperity of the ceramic industry. In the first half of this year, China’s real estate industry suffered an unprecedented series of policies and the transaction volume of housing declined rapidly. In some cities, there was zero monthly real estate transaction volume. However, prices in first-tier cities are still stable, prices in second-tier and third-tier cities have risen, and purchase restrictions have made it impossible for wealthy people to buy houses, while high housing prices have made gainers prohibitive for low-income people, which means that ceramic products will not be used. . In addition, apart from suppressing real estate, the central government will also launch 10 million sets of affordable housing this year. It is understood that affordable housing is mainly based on small units, and the average area of ​​single-room security rooms is about 80 square meters. Then at least 800 million square meters of tile usage and 10 million sets of sanitary ware will be needed this year. This demand may account for about 10% of China's annual ceramic production. Although 10% of the digested amount is a cup of water for the ceramics industry, it can ease the current urgency.