More than half of the aluminum template enterprises are not optimistic about the market prospect.

On March 29, the China Formwork Scaffold Association released the 2022 Prospect of China Aluminum Formwork Industry and the 2021 Research report. The report points out that in 2021, China's aluminum formwork market has experienced ups and downs, experiencing tremendous pressure from four aspects: relaxation of overall demand, meagre profit margins, increasingly difficult payback, and fierce supply competition. gradually bid farewell to the past development model of high expansion, high leverage, building factories first and then competing for the market, showing the mainstream characteristics of rational wait-and-see, maintaining scale and fine management.

The report shows that in 2021, from a macro point of view, most aluminum template enterprises chose to wait and see rationally and expand moderately. On the one hand, a large domestic aluminum template enterprise holds part of the aluminum template to sell back and exit in batches, and the supply side releases a market of nearly 10 million square meters; on the other hand, due to the requirements of operating performance indicators, a small number of domestic enterprises that have been listed and plan to be listed, still maintain a growth rate of 20% to 30%. The number of new enterprises in the aluminum template industry is relatively small, accounting for a relatively high proportion of medium-sized enterprises. At the same time, more than 10 small and medium-sized aluminum template enterprises have withdrawn from the market and will hold the aluminum template back to furnace or transfer.

By the end of 2021, the national aluminum alloy template market is about 79.5 million square meters (including non-standard templates), offset by increase and decrease, the first peak decline. According to the statistics of China Nonferrous Metals Industry Association, in 2021, the national output of building formwork profiles was 550000 tons, an increase of-52%. Converted to aluminum template refurbishment replacement + added about 20.8 million square meters. There are more than 860 aluminum alloy formwork equipment processing, R & D and design, production and processing, and leasing contracting enterprises in China. Generally speaking, with the superposition of multiple pressures and the adjustment of large-scale enterprises, the market scale of aluminum formwork has fluctuated, breaking the trend that the scale of aluminum formwork is only increasing but not decreasing, and also breaking the pattern of "only entering but not leaving" aluminum formwork enterprises. The new market not only reflects the situation of fierce competition, but also pushes the industry to a higher level of sustainable and healthy development.

With the gradual implementation of the matching and deepening of the aluminum template policy, Guangdong Province, Shanxi Province, Sichuan Province, Shaanxi Province and other places have formulated or updated the relevant supporting documents on the pricing and quota of aluminum formwork, and accurately estimated the cost of labor, materials, aluminum templates, pin tablets, release agents and so on. Gao Feng, member of the CPPCC National Committee and secretary general of the China Formwork and scaffolding Association, received a positive response from the Ministry of Finance in the proposal to include "aluminum formwork for waste buildings" in the "preferential catalogue of value-added tax for products for comprehensive utilization of resources and labor services". In January, aluminum formwork was used as a sub-item in the evaluation standard of backbone construction enterprises in Shanxi Province. In the same month, Hunan Aluminum Formwork "High Precision Formwork Construction Design Standard" made progress. Construction methods, technical specifications, and scientific and technological achievements in other places have been improved one after another. The continuous promotion of the policy has guided the transformation of the market demand of aluminum template, effectively promoted the formation of a new ecosystem of the whole industrial chain of aluminum template, and made the aluminum template have more multi-dimensional competitive advantage.

From January to February in 2022, the sales price of aluminum template increased significantly, the average market price (excluding tax) increased to 900yuan / m2 ~ 1100 yuan / m2, and the sales transaction volume decreased significantly. Due to the different types of materials, discreteness of time statistics, product quality, settlement methods and so on, the price difference is suitable for macro reference. Among them, the proportion of less than 900yuan / m2 is only 6% 900yuan ~ 1000 yuan / m2. 29% of the proportion is between 1000yuan and 1100 yuan / m2. 43% of the proportion is above 1100yuan / m2. The rental price competition of aluminum formwork (old board) is extremely fierce, and 450 yuan ~ 550 yuan / m2 constitutes the main price range. Among them, less than 400 yuan / m2 accounts for 4% 400 yuan to 500 yuan / m2, 61% to 500 yuan / m2, and 35% to 600 yuan / m2.

From January to February in 2022, China's aluminum formwork market is still in a dull period. In terms of business orders, among the more than 100 enterprises surveyed, 21% of the newly signed contract orders increased compared with the same period last year, 45% of the newly signed contract orders were the same as the same period last year, and 34% of the enterprise orders decreased. In terms of inventory quantity, from the correlation analysis between the aluminum template inventory index and the new order index, 42% of the enterprises' inventory increased compared with the same period last year, 45% of the enterprises' inventory was the same as the same period last year, and 13% of the enterprises' inventory decreased compared with the same period last year. In terms of repayment, the downturn in the real estate market has made the situation of aluminum template lease repayment more difficult, with 74% of enterprises saying that it is more difficult to get back money, which is much higher than that of last year, while 16% of enterprises said it was basically the same as last year.

The report also makes an overall forecast for the development of the aluminum template industry in 2022. The report shows that in 2022, only 23% of enterprises are optimistic about the operating prospects of the aluminum template market; as high as 52% of enterprises think that the aluminum template market is very difficult to operate, not so optimistic; 25% of enterprises said that the industry will develop smoothly. 45% of the enterprises think that the profits are meagre, the return on investment is low, and the competition makes the profits of the industry quickly swallowed up. 78% of the enterprises believe that in the next two years, the competition will be more fierce, and more enterprises will withdraw one after another.