[lead and Zinc Summit] consideration and Prospect of the impact of epidemic period on the Development of China's recycled lead and Zinc Industry

게시됨: Jul 24, 2020 09:01

SMM7 March 24: at the 15th lead and Zinc Summit 2020 held by SMM, Li Shilong, chairman of the technological Innovation Strategic Alliance of China's Renewable Resources Industry, delivered a keynote speech on "thoughts and prospects affecting the Development of China's Renewable lead and Zinc Industry during the epidemic period".

I. the recycled lead and zinc industry is affected by the epidemic.

Li Shilong said that the outbreak of the epidemic after the Spring Festival in 2020 has had a certain impact on the production and life of all walks of life in China; in particular, restrictions have been implemented in the three-industry service industries such as transportation, aviation, tourism, restaurants, catering, schools and factories, such as transportation, aviation, tourism, restaurants, schools, factories and other densely populated areas. At the end of the Spring Festival, the price of lead and zinc was low and the work was weak. Some recycled lead and zinc enterprises had a panic attitude to the trend of the recycled lead and zinc industry, and the bosses' opinions on the prediction of the later stage of recycled lead and zinc were disorderly.

With the strong promotion of the CPC Central Committee and governments at all levels to speed up the resumption of work and production, it is clear that the development direction of grasping the prevention and control of the epidemic on the one hand and resuming production on the other, and most enterprises of recycled lead and zinc quickly organized to resume work and return to production and got out of the doldrums.

During the prevention and control of Xinguan pneumonia, the common problems faced by the lead and zinc industry are as follows:

1. Logistics and transportation is limited, raw material supply and product sales are under pressure at both ends;

2. Personnel return to work is limited, resulting in the resumption of production delay in some enterprises;

3. The operating rate of the downstream terminal consumer industry is insufficient, and the sales pressure of finished products is intensified.

4. The occupation and recovery of material funds is limited, and the financial pressure of enterprises is gradually increasing.

Second, the present situation of the development of recycled lead and zinc industry.

1. Development status of recycled lead Industry in China

The recycling of waste lead-acid batteries is one of the important areas of secondary resource recycling, and most of the lead in countries all over the world, especially in developed countries, comes from recycling. 90% in the United States, 85% in Japan, more than 60% in European countries, and about 40% in China. China's lead consumption has increased steadily since 2012, but the mine lead production shows a downward trend, which verifies that the gradual growth of lead consumption in China in recent years is mainly supplemented by the recycling of waste lead-acid batteries.

Every component of waste lead-acid battery is a valuable resource, which is mainly composed of lead electrode components (grid plate, lead paste, joint), plastic shell, sulfuric acid medium and other diaphragms, among which the weight of lead electrode components accounts for about 70% of the weight of the battery.

Lead is mainly used in lead-acid batteries. About 80% of China's annual refined lead production is used in the production of lead-acid batteries. Lead-acid batteries contain about 70% metal lead and about 20% sulfuric acid. If they are not scientifically collected and used, it will pose a serious threat to the ecological environment. Once the waste acid seeps into the soil and causes water pollution under it (it is difficult to cure for a hundred years), excessive lead will do great harm to the nervous system and organs of the human body. However, lead has a dual nature, in addition to toxicity, lead is also an important resource, especially recycled lead is an urban mineral resource, which has high utilization value and economic value.

In recent years, China's lead-acid battery industry and recycled lead industry green cycle upstream and downstream linkage, to promote the whole industry chain to enhance the level of environmental protection technology has made new progress. For example, Henan Yuguang Gold lead, Hubei Camel Group, Jiangsu Xinchunxing, Hebei Shangshang, Anhui Huaxin, Hua Platinum Group, Anhui Dahua, Henan Jinli, Zhejiang Tianneng Group and other enterprises have formed a closed recycling production mode of recycled lead in the park or industrial agglomeration area.

2. Development status of recycled Zinc Industry in China

The output of recycled zinc in China is increasing year by year, ranking first in the world. According to data, China produced 1.5 million tons of recycled zinc in 2016 (an increase of 9.5 percent over the same period last year). In 2018, China produced 1.65 million tons of recycled zinc (an increase of 3.0 percent over the same period last year). In 2019, China produced 2.027 million tons of recycled zinc (an increase of 22.9 percent over the same period last year).

However, there is still a certain gap in the proportion of recycled zinc production between China and developed countries. China's recycled zinc production accounts for only about 20% of the total zinc consumption; the United States and other developed countries exceed 30%.

The production capacity of recycled zinc is mainly distributed in Yunnan, Hebei, Jiangxi, Hunan, Sichuan and other places. In recent years, the concentration of recycled zinc industry is also increasing, and large-scale enterprises are developing rapidly. The leading enterprises in the industry continue to integrate resources and expand the scale. After the construction or reconstruction and expansion of some enterprises in 2015, the annual production capacity of more than a dozen enterprises has reached more than 20,000 tons, and some enterprises have reached the scale of more than 50,000 tons.

III. Major national policies and measures for the development of recycled lead and zinc

In recent years, national government departments and people from all walks of life have paid great attention to the recycled lead and zinc industry. The Ministry of Ecology and Environment, the Ministry of Industry and Information Technology, the National Development and Reform Commission and other relevant ministries have successively issued a series of policies and measures to promote the healthy and rapid development of recycled lead and zinc enterprises. From 2011 to 2019, the relevant policies and standards issued by the state on the recycled lead and zinc industry have raised the threshold for entry into the industry, strengthened the treatment of the three wastes, eliminated backward production capacity and processes, and achieved the goal of energy conservation and emission reduction. the introduction and implementation of relevant policies have proved that the state and governments at all levels attach great importance to and determination to the recycled lead and zinc industry.

For example, in January 2019, the Ministry of Ecology and Environment "Action Plan for Prevention and Control of waste lead-acid Battery pollution" and "pilot work Plan for centralized Collection and Cross-regional transfer system for lead Battery production Enterprises", which puts forward new requirements for the prevention and control of waste lead-acid batteries, at the same time, the producer system is raised to specific implementation standards, and inter-provincial transfer procedures are simplified.

On August 27, 2019, the Ministry of Industry and Information Technology issued "Zinc oxide concentrates for Zinc smelting", which is of great significance for the resource utilization of zinc oxide concentrates and the development of recycled zinc enterprises using zinc oxide as raw materials.

IV. Problems that still need to be paid attention to in the development of recycled lead and zinc.

1. To promote the upgrading of recycled lead and zinc enterprises, improving the technical and technological level is the key.

In recent years, with the gradual strengthening of supervision by the competent government departments, many unqualified illegal lead and zinc smelting plants have been investigated and closed, thus setting new requirements and thresholds for recycled lead and zinc enterprises, especially for improving the utilization rate of recycled lead and zinc. Strict standards have been put forward to control the impact of the production process on the ecological environment and to achieve the healthy and orderly development of the recycled lead and zinc industry.

In particular, new standards have been set in terms of technological transformation, upgrading and automation, treatment of the three wastes, and reduction of energy consumption. Recycled lead and zinc enterprises have improved the working environment and sanitary conditions of production, adopted advanced clean production technology and equipment, increased the production scale of recycled lead and zinc, and eliminated enterprises with small production scale and backward equipment.

2. To step up efforts to crack down on illegal activities, and to protect legitimate enterprises is the key point.

In the field of recycled lead recovery, the cost of illegal collection, transfer and disposal of waste lead-acid batteries is still too high, no matter from the ecological environment, market order, damage to health and other aspects, the state should strike a heavy blow. Over the years, the recovery of waste lead-acid batteries is relatively chaotic, illegal recycling smelting is prominent and has the upper hand, which has seriously affected the raw material procurement channels of legal enterprises, resulting in legal and formal enterprises not having enough to eat, no raw material production, and advanced equipment idle. On the other hand, it leads to the waste of resources, the loss of tax revenue (the country) and the destruction of the ecological environment. This situation must be changed.

In particular, new standards have been set in terms of technological transformation, upgrading and automation, treatment of the three wastes, and reduction of energy consumption. Recycled lead enterprises have improved the working environment and sanitary conditions of production, adopted advanced clean production technology and equipment, increased the production scale of recycled lead, and eliminated enterprises with small production scale and backward equipment.

3. It is difficult to dispose of excess capacity of waste lead-acid batteries.

In 2018, more than 60 licensed recycled lead enterprises (also with or without licenses) had a capacity of more than 12 million tons of waste batteries, while 5 million tons of scrapped lead-acid batteries were recycled nationwide that year, and there was a serious problem of surplus. There are several new enterprises. The distribution of recycled lead enterprises is also uneven, mainly concentrated in Henan, Anhui, Jiangsu, Shandong, Hubei, Jiangxi, Hebei and other regions, waste lead-acid battery recycling channels are scattered, there are many intermediate links, there are still small vendors dominate, and the recovery cost is high.

4. the recycled zinc industry lacks due attention, and the regenerated zinc agglomeration area fails to form a scale.

Compared with recycled lead, recycled copper and other industries, the development of recycled zinc industry in China lags behind relatively, so it is necessary to strengthen management and give more policy support from the government level.

Due to the scattered distribution of zinc waste, it is more troublesome to collect, and some recycled zinc factories are also accompanied by distribution, resulting in relatively serious pollution. It is necessary to vigorously promote the management of the park and support the backbone leading enterprises. Like recycled lead, the recycled zinc industry also needs to establish an access system and manage it in accordance with access standards.

To sum up, the recovery rate of recycled lead and zinc in China is increasing year by year, and the relevant policies, laws and regulations promulgated by the state have played a key role in the scale development of recycled lead and zinc enterprises. the technical process and equipment of the current compliance enterprises above scale basically meet the domestic advanced technical standards. Compared with developed countries, China's recycled lead and zinc industry (good enterprises) has been in the international leading level, if we seriously solve the defects and problems existing in the developing recycled lead and zinc industry. It will lay a profound foundation for sustainable development for the development of the entire lead and zinc industry in China, and recycled lead and zinc will be presented to the general public with a new look of resource saving, environment-friendly and cleaner production. To make new contributions to the country's economic construction, the safety of the environment, the health of the people and the revitalization of the industry.

Scan the code to apply to join the SMM industry communication group:

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
[SMM 크롬 플래시] 트랜스넷, 철도 물동량 4.9% 증가한 1억 6,790만 톤으로 4년 만에 첫 흑자 기록
2시간 전
[SMM 크롬 플래시] 트랜스넷, 철도 물동량 4.9% 증가한 1억 6,790만 톤으로 4년 만에 첫 흑자 기록
더 보기
[SMM 크롬 플래시] 트랜스넷, 철도 물동량 4.9% 증가한 1억 6,790만 톤으로 4년 만에 첫 흑자 기록
[SMM 크롬 플래시] 트랜스넷, 철도 물동량 4.9% 증가한 1억 6,790만 톤으로 4년 만에 첫 흑자 기록
남아프리카공화국 국영 화물물류그룹 트랜스넷은 2026년 3월 31일 마감 회계연도에 46억 란드의 순이익을 기록했다고 발표했다. 이는 4년 만의 첫 연간 흑자로, 전년의 19억 란드 손실에서 반전된 것이다. 매출은 철도 및 파이프라인 물동량 증가와 가중평균 요금 인상에 힘입어 7.1% 증가한 886억 란드를 기록했다. 트랜스넷 최대 사업부문이 담당하는 철도 물동량은 전년 동기 1억 6,010만 톤에서 4.9% 증가한 1억 6,790만 톤을 기록했고, 파이프라인 물동량은 6.9% 증가한 143억 리터를 기록했다. EBITDA는 0.7% 증가한 309억 란드를 기록했으며, EBITDA 마진은 2.2%포인트 하락한 34.8%를 나타냈다. 순영업비용은 10.8% 증가한 577억 란드를 기록했다. 이익의 상당 부분은 영업이 아닌 일회성 거래에서 발생했다. 트랜스넷은 더반 게이트웨이 터미널 지분 49.999%를 2026년 1월 1일부로 인터내셔널 컨테이너 터미널 서비시스에 105억 란드에 매각했으며, 관련 공정가치 조정을 포함해 125억 란드의 처분 이익을 창출했다. 미셸 필립스 그룹 CEO는 회사의 회복에는 아직 갈 길이 멀다고 밝히며, 철도 물동량이 기존에 발표된 1억 8,000만 톤 목표치에 여전히 미치지 못하고 있다고 지적했다. 그녀는 이 목표치가 기저 사업의 손익분기점 달성을 위한 전제 조건이라고 설명했다. 차입금은 1,507억 란드로 증가했고, 연간 자본 투자는 233억 란드를 기록했으며, 향후 5년간 1,291억 란드의 추가 투자가 계획되어 있다. 이번 실적은 남아프리카공화국 크롬 산업에 중요한 의미를 지닌다. 크롬 산업은 사상 최대 규모의 크롬 광석 수출 물량을 운송하기 위해 트랜스넷의 철도 및 항만 네트워크에 의존하고 있으며, 철도 및 항만 물류 제약은 업계 단체들에 의해 합금철 경쟁력을 저해하는 구조적 요인으로 반복적으로 지적되어 왔다. 이로 인해 더 비용이 높은 도로 운송에 대한 의존도가 커지고 있다. 트랜스넷은 또한 철도 네트워크의 제3자 운영사 개방과 관련해 11개 열차 운영사와 철도 접근 계약을 체결했으며, 첫 서비스는 2026/27 회계연도 중 시작될 예정이라고 밝혔다. 트랜스넷의 실적 발표에는 철도 또는 항만 수치 내 크롬 광석 또는 합금철 특정 물동량이 공개되지 않아, 크롬 특화 물류 성과의 개선 정도는 정량화되지 않은 채 남아 있다.
2시간 전
[SMM 크롬 플래시] 오토쿰푸, 유럽 유일의 가행 크롬 광산 케미에 장기 지반 보강 계약 체결
3시간 전
[SMM 크롬 플래시] 오토쿰푸, 유럽 유일의 가행 크롬 광산 케미에 장기 지반 보강 계약 체결
더 보기
[SMM 크롬 플래시] 오토쿰푸, 유럽 유일의 가행 크롬 광산 케미에 장기 지반 보강 계약 체결
[SMM 크롬 플래시] 오토쿰푸, 유럽 유일의 가행 크롬 광산 케미에 장기 지반 보강 계약 체결
글로벌 광산 인프라 제품 공급업체인 젠마(Jennmar)가 스테인리스 생산업체 오토쿰푸(Outokumpu)와 장기 파트너십을 체결하고, 핀란드 최대 지하 광산이자 유럽에서 유일하게 가동 중인 크롬 광산인 케미(Kemi) 광산에 지반 제어 제품을 공급한다. 젠마는 오토쿰푸와 광산 관리팀의 상거래를 원활히 처리하기 위해 전담 법인인 젠마 핀란드를 설립했다. 수년간 이어지는 이번 계약에 따라 젠마는 케미의 지하 환경에 맞춘 지보 설비 전 제품군을 공급하게 되며, 여기에는 루프 볼트, 케이블 볼트, 메시, 철강 부속품, 주입식 레진이 포함된다. 회사 측은 자사의 글로벌 공급망과 기술 전문성을 활용해 해당 광산의 안전과 안정성, 생산 효율을 지원하고, 케미 광산 경영진 및 지하 기술팀과 함께 광산 운영 최적화를 목표로 하는 체계적인 변화 관리 프로세스를 진행할 것이라고 밝혔다. 젠마 유럽 사장 마이크 페트코비치는 케미를 유럽에서 가장 크고 인상적인 광산 운영 사례 중 하나로 평가했다. 케미 광산은 연간 270만 톤의 광석 처리 능력을 갖추고 있으며, 핀란드 북부 토르니오에 있는 오토쿰푸의 페로크롬 및 스테인리스 생산 시설에 공급되는 크롬을 생산한다. 이는 유럽 내에서 광산부터 스테인리스까지 크롬 가치 사슬이 완전히 통합되어 운영되는 드문 사례다. 오토쿰푸는 핀란드, 독일, 스웨덴, 네덜란드, 미국, 멕시코에 생산 시설을 운영하고 있다. 이번 계약은 유럽의 페로크롬 생산업체들이 저비용 수입재와의 지속적인 경쟁에 직면한 상황에서, 유럽 내 유일한 국내 크롬 광석 공급원의 운영 신뢰성에 대한 지속적인 투자를 강조한다.
3시간 전
[SMM 크롬 플래시] 7월 남아공 광업 생산 7.5% 감소 속 크롬 광석, 성장한 단 두 개 부문 중 하나
3시간 전
[SMM 크롬 플래시] 7월 남아공 광업 생산 7.5% 감소 속 크롬 광석, 성장한 단 두 개 부문 중 하나
더 보기
[SMM 크롬 플래시] 7월 남아공 광업 생산 7.5% 감소 속 크롬 광석, 성장한 단 두 개 부문 중 하나
[SMM 크롬 플래시] 7월 남아공 광업 생산 7.5% 감소 속 크롬 광석, 성장한 단 두 개 부문 중 하나
남아프리카공화국의 2026년 7월 광업 생산량은 전년 동월 대비 7.5% 감소했으며, 12개 광업 부문 중 10개 부문에서 감소세를 기록했다고 남아프리카 통계청의 최신 광업 생산 및 판매 발표가 밝혔다. 크롬 광석은 망간 광석(4.9%)과 함께 성장세를 보인 단 두 부문 중 하나로, 전년 동월 대비 13.7% 증가했다. 백금족 금속이 가장 큰 하락 요인으로 작용했으며, 생산량이 13.5% 감소하며 전체 수치를 3.2%포인트 끌어내렸다. 석탄 생산량은 7.5% 감소하며 -2%포인트 기여했고, 철광석은 8.1% 줄며 -1.3%포인트를 기록했다. 다이아몬드는 48.2%로 가장 가파른 하락세를 보였고, 니켈은 18.8% 감소했으며 금과 구리 생산량도 약세를 나타냈다. 계절 조정 기준으로 7월 광업 생산량은 전월 대비 1.9% 감소했는데, 이는 6월의 소폭 상승(0.1%)과 5월의 5.6% 감소에 이은 것이다. 크롬 광석은 판매 측면에서도 두드러졌다. 7월 경상 가격 기준 광물 판매액은 전년 동월 대비 5.6% 감소했으며, 금이 33.4% 급감하며 8.5%포인트를 깎아내려 가장 큰 하락 요인으로 작용했다. 기타 비금속 광물 판매는 26% 줄었고 니켈 판매는 51.7% 급감했다. 반면 크롬 광석 판매는 20% 증가하며 1.6%포인트를 기여해 가장 큰 상승 요인으로 기록됐고, 석탄 판매도 5% 늘며 추가로 1%포인트를 더했다. 계절 조정 기준 7월 경상 가격 광물 판매액은 전월 대비 15.1% 감소했으며, 이는 6월의 2% 증가에 이은 것이다. 남아프리카 통계청 수석 조사 통계학자 장-피에르 테르블랑슈는 이번 달을 광업 부문 전반의 뚜렷한 전년 동월 대비 하락으로 규정하면서, 크롬 광석과 망간이 광범위한 위축 속 예외였다고 평가했다.
3시간 전