[attention] the darkest hour is over! Die-casting zinc alloy industry ushered in recovery!

게시됨: Sep 24, 2020 08:20 (GMT+8)

SMM9 March 23: the main addition elements of die-casting zinc alloy are aluminum, copper and magnesium. According to the processing technology, zinc alloy can be divided into two types: deformation and cast zinc alloy. Cast zinc alloy has good fluidity and corrosion resistance, and the end products include hardware bathroom, doors and windows, locks, plate buckles, zippers, accessories and gifts. Die-casting zinc alloy accounts for about 12.54% of China's primary zinc consumption.

The lower reaches of zinc consumption in South China are mostly die-casting zinc alloy enterprises, of which the larger ones are Jinyi in Guangdong, Shouke alloy in Shenzhen and so on. The zinc alloy factories in East China are concentrated in Wenzhou, Ningbo and other places, among which Ningbo Jinli and Ningbo Jinyi alloy have a large scale and are more representative in the local area.

Due to the impact of the epidemic in the first half of 2020, the challenges faced by the die-casting zinc alloy market are unprecedented. The spread of the overseas epidemic has led to a sharp drop in export orders for zinc die-casting enterprises. Lock sets, sanitary ware, clothing hardware and other industries that used to manufacture high-end export products have been affected, and many die-casting hardware factories have started to reduce production or even temporarily stop production, resulting in a huge impact on the overall die-casting industry.

According to SMM research, the operating rate of die-casting zinc alloy was twists and turns in the first half of the year, and the operating rate in February was only 10%, the lowest since 2016. The operating rate has bottomed out since June, but it is still lower than the level of the same period last year. The operating rate of die-casting zinc alloy in August was 38.54%, up 3.83% from the previous month and down 11.67% from the same period last year.

"Click to view the SMM zinc industry chain database

At present, the operating rate of die-casting zinc alloy has rebounded, domestic orders support the overall demand, and overseas orders are also improving, which is expected to continue to boost demand. It is expected that the operating rate of die-casting zinc alloy will increase by 1.57 percentage points month-on-month in September to 40.11%, down 11.5 percentage points from the same period last year.

Smelter die-casting zinc alloy supply still brings greater pressure to die-casting zinc alloy enterprises. from a regional point of view, Guangdong is relatively less impacted by smelter alloy supply, and the processing fee as a whole is higher than that in other areas. while the East China market is the most impacted by the smelter low-price zinc alloy supply, the survival of small alloy factories is still difficult, and some of them are converted to low-price smelter supply for sales.

However, the die casting raw material end market is constantly released by the alloy output of zinc smelting enterprises, making use of the advantages of resources, market and brand to develop the deep processing of enterprise products and extend the products to the industrial chain processing industry. Some smelters actively put into production of die-casting zinc alloy production line in order to improve the added value and core competitiveness of products, which also quietly changed the market pattern of die-casting zinc alloy.

Prospect of Die casting Zinc Alloy Industry

After the "epidemic era", what is the progress of economic recovery at home and abroad, and can zinc prices continue to recover after they have continued to rise at the end of March? What are the changes in the consumption and living environment of the die-casting zinc alloy industry after breaking away from the dark moment, the development status of the casting zinc alloy market under the condition of overcapacity, and what is the operation logic and direction of various types of enterprises in the zinc alloy market? In addition, the advantages of technology and technology closely related to enterprise operation in the industry are particularly important at present. How to better choose cast zinc alloy in casting hardware industry? How to achieve high stability and high efficiency in the production of die-casting hardware products? How to reduce the comprehensive cost of the enterprise? What is the application prospect of die-casting zinc alloy in the future? Wait.

In view of a series of topics concerned by the industry, SMM (SMM) will hold a zinc die-casting industry chain summit forum in Foshan, Guangdong Province on October 22-23, 2020, inviting industry experts, enterprise celebrities and senior analysts to make a comprehensive interpretation for you on the spot. In addition to the speeches of the guests, the meeting also arranged a visit to well-known enterprises.

Understand the past, master the present, predict the future, and learn to be advanced!

SMM Zinc Die casting Industry chain Summit Forum provides you with professional platform and resources to add power for your enterprise development!

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
【Flash | InP 통합 AI 광학 엔진 양산 출하 시작】
38분 전
【Flash | InP 통합 AI 광학 엔진 양산 출하 시작】
더 보기
【Flash | InP 통합 AI 광학 엔진 양산 출하 시작】
【Flash | InP 통합 AI 광학 엔진 양산 출하 시작】
NewPhotonics와 Tower Semiconductor가 AI 인프라용 레이저 통합 광엔진의 대량 출하를 발표했다. 800G 및 1.6T PIC는 Tower의 PH18DA 실리콘 포토닉스 플랫폼에 InP 부품을 이종 집적하여 레이저, SOA, 변조기, 광검출기를 단일 칩에 구현했다. 6.4T NPO 칩셋의 대량 출하는 2027년 상반기로 계획되어 있다. SMM은 이것이 AI 광 인터커넥트 수요가 InP 소자 수요로 이어지고 있으며, 고순도 인듐 소비를 뒷받침하는 신호라고 판단한다. 다만 출하량과 InP 사용 강도는 공개되지 않아 단기적인 인듐 수요 증가 효과는 아직 정량화할 수 없다.
38분 전
블루문, 터너 동-금-아연 VMS 광상 인수…역사적 아연 자원량 보유
5시간 전
블루문, 터너 동-금-아연 VMS 광상 인수…역사적 아연 자원량 보유
더 보기
블루문, 터너 동-금-아연 VMS 광상 인수…역사적 아연 자원량 보유
블루문, 터너 동-금-아연 VMS 광상 인수…역사적 아연 자원량 보유
Blue Moon Metals는 Oregon주에 위치한 Turner 구리-금 VMS 광상의 지분 100%를 Gold Coast Mining으로부터 인수하는 최종 계약을 체결했다고 발표했다. 인수 대가는 현금 470만 달러, 20일 VWAP 기준 약 2,700만 달러 상당의 Blue Moon 주식 4,778,761주, 그리고 지하 탐사·개발 허가, 채굴 허가 및 상업 생산과 연계된 최대 700만 달러의 마일스톤으로 구성된다. 거래 종결은 TSX Venture Exchange 승인 및 일반적인 조건을 전제로 2026년 11월로 예상된다. Turner는 구리, 금, 아연, 은, 코발트를 함유한 과거 생산 이력이 있는 Cyprus형 VMS 광상이다. 2010년 역사적 추정치에 따르면 확인 매장량 244만 7,000쇼트톤(아연 품위 2.65%)과 추정 매장량 208만 4,000쇼트톤(아연 품위 2.78%)이 보고되었다. 회사는 탐사 시추 및 지하 개발 허가에 12~18개월이 소요될 것으로 예상하고 있다.
5시간 전
최종 수요 부진, 산화아연 가동률 하락 [SMM 산화아연 주간 리뷰]
21시간 전
최종 수요 부진, 산화아연 가동률 하락 [SMM 산화아연 주간 리뷰]
더 보기
최종 수요 부진, 산화아연 가동률 하락 [SMM 산화아연 주간 리뷰]
최종 수요 부진, 산화아연 가동률 하락 [SMM 산화아연 주간 리뷰]
[최종 수요 부진, 산화아연 가동률 하락] 최종 수요 측면에서 보면, 고무용 산화아연 분야의 타이어 기업 주문이 전반적으로 약세를 보이며 산화아연 구매는 여전히 필요 시에만 이루어지고 있다. 탈황 분야의 주문도 부진하여 수요가 계속 침체된 상태이다...
21시간 전