Looking ahead to 2011: "Three big mountains" oppressing Chinese ceramics

"Three big mountains" oppress China's ceramics While China's ceramic industry is growing, it also has a series of problems, such as overcapacity, overexploitation of mineral resources, and serious environmental pollution, which are mainly manifested in: The first: the production and sales of production areas are disorderly Imbalance.

The production of the ceramic industry has obvious regional characteristics. In the past, it was mainly concentrated in Guangdong, Jiangxi, Shandong, and Fujian provinces, but in recent years it has spread all over the country. With the continuous expansion of enterprises, the continuous expansion of production lines, and the continuous increase in total production volume, resulting in a serious overcapacity and imbalance in supply and demand, it also caused serious pollution in the region and the exhaustion of resources. However, in the northwest, northeast, Inner Mongolia and other regions, the overall economic level of the restriction, despite the resource advantages, the overall level of the ceramic industry is lagging behind. Block two: Excessive exploitation of serious environmental pollution resources.

The ceramic industry itself is a highly energy-consuming and highly polluting industry. It consumes large amounts of mineral resources and energy in the production process, and waste gases, waste water, waste slag, dust, etc. cause serious environmental pollution. In some ceramic industries with high density and economic development, the ceramic industry is particularly serious about environmental pollution such as air and land. In many places, over-exploitation of non-renewable mineral resources has greatly damaged the ecological environment, and the recycling and reuse of ceramic wastes is basically in a blank state. This situation not only led to excessive consumption of domestic mineral resources and energy resources, but also hindered the sustainable development of China's ceramic industry. Block 3: The industry's low profitability products have insufficient added value.

Although China is a big producer of ceramics, it is the world's largest producer, but it is not a ceramic country. The main products are middle and low grades, with low added value and low selling price in the international market. The price of similar products is only a fraction of those of ceramics such as Italy and Spain. Ceramic excess capacity, supply exceeds demand, companies compete for the market, competing to lower prices, the industry's profit levels continue to decline. The lack of independent innovation capability of enterprises and the homogeneity of products have led to a lack of competitiveness in the international market.

Under the current global economic integration background, in the face of severe international financial crisis, foreign anti-dumping, and high exchange rate, how can we use resources, reduce energy consumption, and reduce pollution to the environment while achieving maximum economic benefits? The sustainable development of the industry is an urgent problem for China's ceramic industry.

The five key words to pay attention to in 2011 The first one: Cross-border cooperation

At the end of 2010, the industry "winter" came. In order to deal with the "cold wave", various companies have frequently moved. At the end of the year, Dongpeng Ceramics handed Siemens home appliances, implemented a new year's promotion, launched the overall home integrated shopping experience, and achieved good results in the "winter". In 2011, cross-border cooperation will prevail in the ceramic industry, and ceramic companies will try to cooperate with companies outside the ceramic industry.

Second: Corporate Mergers and Acquisitions

One of the four major brands of antique tiles, "Sheng Taofang," closed for only one month, and the industry spread the news that Eagle Ceramics intends to acquire. Although it is still unknown whether Ying Eagle will acquire “Sheng Tao Fang”, it can be known from the article “China's second wave of mergers and acquisitions” written by Mr. Yi Fan, a commentator of this newspaper. M&A wave will emerge in the industry.

The third: ceramics to the countryside

On November 14, 2010, the list of pilot enterprises for "Building Materials to the Countryside" was announced. More than 50 ceramic companies and markets were selected. From that moment onwards, it has been destined that "ceramics go to the countryside" is the ceramic industry's biggest concern in 2011.

The fourth: inkjet boom

The emergence of the third generation of printing technology will bring a revolutionary impact to the entire ceramic industry. Since the beginning of 2010, Gold Asia has launched the Avatar series. By October 2010, the “New Pearl” held a high-profile launch of ink jet technology. Inkjet technology has become a trend in the industry. In 2011, the inkjet boom will be The industry is very popular.

Fifth: County Market

The provincial and prefecture markets are near saturation, and the competition is intensifying. Even if there is no “ceramics to the countryside”, the market for the third and fourth-tier cities will also be a new cake for ceramic companies. At the end of 2010, the newspaper passed the survey of the county and district markets in the past two months and found that there is a very large potential for the ceramic market in the county and district of China. Ceramic companies have no reason not to rush.

Industry Risk Analysis and Prediction 1. Macroeconomic Aspects

The ceramic product manufacturing industry is sensitive to macroeconomic fluctuations, has a high degree of external dependence, and is significantly affected by the international economic environment and domestic macroeconomic fluctuations. In 2011, the global economy gradually recovered, and it is expected that the export of ceramic products will increase steadily.

2, policies and regulations

The introduction of energy-saving and emission-reduction policies will result in the elimination of a number of high energy-consuming production lines. The ceramic industry as a traditional industry is particularly faced with the difficulties of "high output, high consumption, and low efficiency". Ceramics have been exported to the edge of meager profits or even "losses." The development of the industry is facing severe challenges, and the ceramic industry has entered the era of high environmental protection and high costs.

3, technology research and development

Some self-innovative new ceramic products are emerging, but in terms of the entire ceramics industry, there are still a few companies that have high-tech ceramics production lines. The backward equipment and inadequate technology research and development capabilities are the overall problems faced by the ceramics industry.

4, the relationship between supply and demand

With the recovery of exports, the supply and demand situation will be eased, and there will be no overcapacity in ceramic products. It is expected that the supply and demand balance will remain in 2011.

In general, the operating conditions of the ceramic industry in 2011 will be better than in 2010, and the related risks will accelerate the adjustment of the industrial structure of the ceramic industry. The advent of ceramic high-cost era will gradually shift the ceramic products from low-end to high-end.

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