In the blink of an eye, 2017 is coming to an end. In the past year, China's aluminum industry is a time to be called "moisture", especially in the second half of the country again tightened real estate policies, to rely mostly on architectural aluminum business "worse". The so-called "people are in a state of poverty", in the construction of aluminium profiles once again "hit the wall" aluminum enterprises began to focus on industrial aluminum profiles.
Relative architectural aluminum, industrial aluminum higher request to enterprise's production technology and equipment, in the early stage of the development, may need to aluminum companies invest a lot of money, for the operating conditions is not very ideal aluminum makers may be unaffordable. But the introduction of the country's 13th five-year plan may encourage aluminum companies to "gamble" for future returns.
From the past "twelfth five-year" period of domestic aluminum consumption structure, the transportation is one of the important consumer sector, industrial aluminum profile, in 2015, transportation quantity 21% aluminum, accounted for 6% lower than the global average, with the development of traffic vehicle lightweight, proportion will also have faster growth.
The transportation industry can be divided into four areas: automobile manufacturing, shipbuilding, rail transit and aerospace.
Automobile industry:
In the latest "13th five-year" plan, the auto industry has not been cut into the overcapacity industry, but it is the industry that the country needs to develop vigorously. In march of this year, the China association of automobile manufacturers issued "views" much starker choices-and graver consequences-in "automobile industry development planning", according to "much starker choices-and graver consequences-in planning objectives, off sales reached 28 million cars in China in 2020, exports accounted for 10%, the total export scale to 2.8 million vehicles, including brand new energy auto sales to 1 million in China. Automotive engineering society of China published "energy conservation and new energy automotive technology roadmap" clearly put forward, in 2020, 2025 and 2035, production and sales scale will reach 30 million units in vehicles, 35 million, 38 million vehicles, including sales of new energy vehicles proportion to reach 7%, 15%, and 40%, respectively.
According to the latest technology roadmap for energy conservation and new energy vehicles, in 2030, the amount of aluminum used in automobiles is more than 350 kg. At present, the average amount of aluminium in developed countries is 145kg, compared with 105kg in China and 350kg. Therefore, for the automobile manufacturing industry, the future aluminum market space is very broad.
At present, all the big car companies have started to increase the use of aluminum in cars. Jaguar land rover's latest domestic model, jaguar XFL, even USES an all-aluminum body, with an aluminum penetration rate of 75%. In addition, such as Mercedes, Cadillac and so on, the popularity of aluminum in passenger cars seems to be only a matter of time. And popularization of vehicle is most likely to achieve full aluminium car city express transport, according to the express industry "change plan", the next five years, urban express car to replace all with aluminum alloy new energy vehicles.
Shipbuilding industry:
Mainland China has more than 18000 km of coastline, there are more than 500, more than 500 square meters of islands island coastline of more than 14000 kilometers, the demand for ships is quite large, combined with the periphery of the scramble for China's maritime rights and interests in recent years, bring huge challenges the Marine management and law enforcement. To this end, the party "18th party congress" put forward the goal of "building maritime power". And made in China 2025 also includes Marine engineering equipment and high-tech ships in one of the top ten areas.
Due to its huge advantages and excellent corrosion resistance, aluminum is undoubtedly an important material used in the future construction of ships. The aluminum alloy high-speed law enforcement official boat has been serving in the U.S. coast guard, Japan coast guard and other Marine law enforcement agencies. Some countries still use aluminum alloy build the yachts and fishing boats, boat, high speed boat, work craft, glider, hydrofoil, hovercraft, hydrofoil, transport, patrol boat and mine ships, etc. In the current Marine transport ships, the use of aluminum alloy is also very high, in many key parts have succeeded in replacing the steel, and gradually show the advantages.
However, our country is not yet officially started in this field, which is undoubtedly a huge market with the population base of our country.
Rail transit:
"Much starker choices-and graver consequences-in planning according to the country, by 2020, the national railway mileage will reach 140000 km to 150000 km, including high speed railway is 50000 km to 50000 km, to be completed during the period of" much starker choices-and graver consequences-in "high-speed rail total mileage of 33000 km, 16000 km than at the end of the 12th five-year increased 1.0625 times, built high-speed network basic skeleton. At the same time, the state has also reduced the number of people in major cities reporting the minimum number of subway trains from 3 million to 1.5 million, which would increase the number of cities that can build the subway from 30 to 90. The main material, whether it is high-speed rail or subway car, is aluminum. According to experts, the compound annual growth rate of rail transit equipment manufacturing should be over 22 percent from now until 2030. Industry experts pointed out that those who maglev train and in more than 200 kilometers per hour of high-speed train car body must adopt aluminum alloy material, at 350 kilometers per hour above the train carriages all aluminium profile should be used in addition to the chassis. The manufacture of rail vehicles not only needs to apply the large sections, but also use some boards, foil, pipes, forgings, etc., and the small sections such as doors and Windows, luggage racks, decorative pieces, storage cabinets, carts and so on. Generally speaking, the aluminium alloy used in a high-speed railway carriage is about 10 tons, and the weight of the whole body is 30% ~ 50% less than that of all steel used. At present, maglev vehicles and high-speed trains with speeds of more than 200km/h have all been aluminized, and the aluminizing rate of other rail car bodies has exceeded 40 per cent. It is provided by southwest aluminum with 13,000 aluminum and aluminum railway trains, which have been successively put on the railway and shenhua railway line in China, which is in good condition. Compared with stainless steel, all aluminum trucks have a reduction of about 700 kg per vehicle. Rail transit aluminum, has become the future domestic aluminum profile market new blue sea.
Although the main aluminum alloys of railway cars are mainly purchased from state-owned aluminum enterprises and large private aluminum enterprises, it is always right to be prepared when the flood orders come in the future.
Aerospace industry:
In aerospace action again and again this year in China, the first issued "on the guidance to promote the development of general aviation", put forward during the period of "much starker choices-and graver consequences-in" general aviation development goal: by 2020, built more than 500 general airport, general aircraft amounting to more than 5000 years for atc reaches more than 2 million hours. The three figures are 1.67 times, 2.29 times and 2.72 times in 2015, with investment exceeding 1 trillion yuan. Soon after, a Chinese aero-engine company was set up to acquire the technology ownership of the world's largest transport aircraft, the an225. Avic established the helicopter company and general aircraft company, Chinese business flying the ARJ21 new regional aircraft will be delivered batch of production and operation, the C919 large passenger aircraft design and manufacturing to testing, forensics, and will deliver it. The aviation industry's "Chinese dream" is encouraging.
In foreign countries, China's aviation aluminum is also favored by the world's two largest aviation giants, Boeing and airbus. In may, the company signed a procurement framework agreement between 2017 and 2023 with French airbus, becoming the sole supplier of a certain type of aluminium alloy for airbus. On October 27, 27, Boeing company in tianjin, China announced that were signed and shandong nanshan aluminium aviation aluminum supply initial agreement, the future Boeing aircraft aluminum sheet will be provided by the company. Another aluminum industry leader in shandong, yuhang alloy, has also been investigated by Boeing, a us company, and believes further cooperation will emerge in the future.
Although aerospace may is the highest technical threshold in four areas, but the domestic several aluminum enterprises successfully get orders, will undoubtedly bring aluminum industry, will also bring more of the aluminum companies in improving localization rate of this kind of high-end aluminum, aluminum giant with the world "to break off the wrist".
In today's real estate market gradually came to the bottleneck, architectural aluminium profile of the road ahead is no longer as wide as before, the transformation of production of industrial aluminum, no matter from the policy, or on the market of it is the trend of The Times.