Have the past 2012 years, is in recent years in metallurgical raw materials industry one of the most serious situation. At the beginning of 2013, this brings together the main metallurgical raw materials industry development situation analysis and forecast of 2013. Hope to provide reference for readers and help.

Metallurgy mine: market oversupply enterprise cost pressure

In 2012, with China's economic growth slowed sharply, steel industry under the serious situation of winter, metallurgical mining industry on the whole maintained a smooth running situation, main index level higher than the same period in 2011. But, the macroeconomic situation and the impact of factors such as iron and steel industry is in trouble, at home and abroad since the fourth quarter of 2011 ore prices generally continued to decline, domestic iron ore enterprise production and operation pressure.

In recent years, the original fuel prices, mine safety standards improve, workers' incomes rise, environmental governance investment increasing, mining selecting conditions change and relevant taxes higher superposition of many factors driving rigidity, mine production costs rise is bigger. In 2011 large and medium-sized mining iron ore concentrate fully costs an average of 620.16 yuan/ton. Which cost more than $110 / tons of iron ore concentrate production is 150 million tons, nearly 1/3 of the total output of iron concentrate can. Foreign iron ore prices close to our domestic iron essence pink production of marginal cost on average, similar to the first half of 2009, metallurgical mines will be facing a new round of 2013 severe test and challenge.

The iron ore market

Overall supply is slightly greater than the demand

By the third round of quantitative easing and the domestic some stimulus measures and so on factors, domestic and international iron ore prices to rebound after October, mining enterprises are faced with the difficult. At present, the industry is more focused on the development trend of the industry in the future. Problems are mainly concentrated in the following two points: one is the iron ore supply and demand change, the second is the shape of the iron ore prices. Since 2012 the overall supply is slightly greater than the demand. January to September in China imported iron ore 551.0536 million tons; Domestic iron ore, ore output was 968.102 million tons, choose than press 3:1 conversion finished ore 322.7 million tons. Estimates from January this year to finished ore accumulated new iron ore resources in China in September of 873.7543 million tons, finished ore supply greater than demand for 69 million tons of iron ore (not consider import ore and domestic ore grade difference, inventory change etc.).

Supply of iron ore supply and demand this year is expected to basic balance, slightly bigger than the demand. For long-term supply and demand, the personage inside course of study is slightly different, some think that iron ore supply has become a foregone conclusion. Some think that iron ore markets generally begin to supply and demand balance, the tight supply in the partial region still exist. But because of foreign ore producers and domestic iron ore production capacity increase year by year, the probability of supply will be more bigger. Is expected in 2015, the global steel output will reach 1.8 billion tons, cast iron (including direct reduced iron) output will reach 1.37 billion tons of iron ore demand will reach 2.18 billion tons; Is expected in 2015 the world iron ore production of 2.2 billion tons ~ 2.4 billion tons. Although there are many factors which can affect the price of iron ore, play a leading role is still the basic supply and demand. The resulting in iron ore prices downward will be a big probability event.

Promote the innovation in management and technology innovation

Enhance market competition ability

Affected by various factors, domestic ore production cost increase is inevitable trend. First is the construction cost. Tons of mine construction at present, China's iron ore formation ability to surge of investment in building mine selecting integrated investment reached an average of 500 yuan/tons, more than a decade ago by nearly doubled. And generally go through reserves evaluation in new projects for the record, the mining area designated previews, environmental impact assessment, safety evaluation and post evaluation, safety acceptance, land reclamation scheme and water conservation scheme, such as disaster management plan, the development and utilization of audit and the land pre-trial, project approval procedures, completed procedures and process of examination and approval procedures need at least about two years, both affect the efficiency, also increases the opportunity cost. Followed by the domestic metallurgical mining enterprises tax burden heavier. The mining enterprises to pay various taxes total 25 items, sales taxes dependency ratio of 20.88%, that does not include margin of the mining rights price, environment, etc.

So in 2013 enterprises or eyes inward, intensify management and scientific and technological progress of work, to the management and technology to benefit. Management and technology is an eternal subject of enterprise development, improve the management level and technical level, a key factor is to improve the economic efficiency of enterprises. Officials released from January 2012 to August cumulative key large and medium-sized mining (33) main financial indicators for: outdoor ore manufacture cost is 67.03 yuan/ton; Underground ore manufacture cost is 142.69 yuan/ton; Iron concentrate manufacturing costs 464.26 yuan/ton; Iron concentrate fully cost 627.52 yuan/ton. According to statistics, from January 2012 to June partly underground mining enterprises of the original ore manufacturing costs an average of 141.51 yuan/ton. So in 2013 enterprises on the one hand, should actively strive for relevant policy, easing the burden on enterprises, on the other hand to eye inward, renew the idea, open ideas, research new technologies, promote management innovation, to technological innovation to benefit, to the management innovation to competitiveness.

Coking: market pressures and opportunities coexist transformation lasts

China coking industry association

In 2013, our country's economy is still in the important period of strategic opportunities, stabilizing economic growth, coking products market demand will increase. Supply greater than demand balance digestion, factors of production environment costs are high, the coking industry needs to be innovation transformation. Coking enterprises must seize the strategic opportunity, and strive to practice innovation driven strategy, technology innovation as the inevitable choice of coking industry; Summarized earnestly learn innovative advanced coking enterprises innovation experience and excellent technology, vigorously promote the success of advanced practical technology; In order to implement the "coking industry access conditions" for the gripper, energy efficient utilization of resources and environmental protection technical innovation; Attaches great importance to and strengthen the cultivation of the talent team construction of science and technology and enterprise's investment in science and technology; Give full play to the professional design research and equipment research and development unit; Insist on encouraging independent innovation and introduction of advanced technology, the combination of coking industry change the way of economic development, speed up the implementation, improve the quality of the coking enterprise development and benefits.

Demand growth and a slower pace

Coke market opportunities and challenges coexist

In 2013, the global economic recovery and stabilising picks up looking forward to strong economy in our country, the coke market demand in our country will realize. But the European debt crisis and uncertainty, such as the United States the fiscal cliff is the basis of economic stabilization in our country is not strong, focal city into the throes of digestive balance excess capacity. 2012 steel smelting and processing industry profit fell significantly, which will further squeeze the coking industry profit margins in 2013. In early December 2012, steel procurement price of coke's high-end appears local downward, mainstream area of coke market is given priority to with stability. As the iron and steel industry technology progress and innovation, energy conservation and emissions reduction of coke consumption strength will be further reduced, its apparent consumption growth will be difficult to have a big, or will enter the focal city peak fluctuation adjustment. Basic balance of supply and demand in recent years, international coke and steel production growth slowed, although coke export policy adjustment, but expected 2013 coke exports remain weak. Multiple channels and adjust additional import control, the growth of the domestic coal production, as well as the production of coke production limit production and coking coal resources will fade in loose, imports will increase or decrease as the change of domestic and international coking coal price differential.

Coking industry in 2012, according to data from July to September change from surplus to deficit, after various efforts, since October industry economic benefit is improved. In 2013, as the backward steel production capacity of selection and adjustment of industry structure, technology progress and innovation, energy conservation and emissions reduction in sectors such as steel production limit production, coke consumption intensity will fall further, and digest still has a large surplus of coking industry spare production capacity, there will be a long process, will reduce the overall profitability of coking industry and coking industry into a longer period of small profit, quite a few will still be on the verge of loss of coking enterprises difficult to operate.

Coke market in China has been facing serious digestive balance surplus capacity, enterprise of small profit or loss brink throes, coking enterprises we must overcome difficult, positive response to the current severe challenges, fully grasp the innovation driven way of strategic opportunity, efforts to create the sustainable development of competitive ability.

Need to tighten and excess capacity balance

Transformation into the key year of coking industry

The expected slowdown in economic growth, means that the economic growth and transformation of the pattern of economic growth. For coking industry, only by coke production is difficult to achieve profitability, the heaviest if economic growth to achieve by the extensive expansion drive, low cost factors to technology and management innovation, the industry benefits to improve the quality of development of the conversion. China's coking industry has entered the small profit era, for a long time, depend on the elements and the environment for development of era has low cost in the past, high elements of high environmental cost period has come, must depend on the quality of the labor force increase and scientific and technological progress and innovation. The government's macro-control and market are reversed transmission mechanism will promote the innovation in the coking industry transformation.

Coke oven of coking industry in our country in recent years, large-scale technology accelerated, and coking production dust dust environment governance, sewage treatment technology development and progress, vastly promoted China's coking industry technical equipment level for upgrading and the improvement of the environmental governance; The rapid popularization of the technology of dry quenching, accelerate the industry's energy conservation and emissions reduction; Tamping coking production, the combination of automatic coal blending optimization technology, broaden the high quality coking coal and coke production cost saving ways; Wet coal technology research and development and construction, make full use of the coke oven flue gas and low pressure waste heat steam, adjust the coking coal moisture; HPF desulfurization technology of perfect localization and vacuum potassium carbonate method, promote the development of gas purification process; Develop innovative coal tar deep processing technology, advanced the tar deep processing centralization and large diversified; Eliminate pickling process crude benzol refining process, realize the localization of crude benzene hydrogenation technology; Coke oven gas efficient optimization appreciation of using the technology of the start and development, greatly improved the coke oven gas utilization value of promotion and product diversification, and coke oven gas with high integrated iron and steel enterprises (turn) using furnace gas comprehensive optimization value appreciation, enterprise energy structure optimization, and improve the economic benefits of the enterprises, etc. These technology integration and innovation, the high benefit of practical promotion, as well as the summary of the advanced experience, is China's coking industry innovation and transformation of science and technology development have opened up the new field of vision and thoughts, that various coking enterprise can further perfect and improve these valuable experience and methods, further emancipate the mind, open up new concept and idea, firmly grasp the strategic opportunity of economic development, speed up transformation of enterprise development, to scientific and sustainable development of coking industry to make new contributions.

Scrap: price competitiveness problems highlighted accelerate industry system construction

Association of Chinese iron and steel scrap application

Iron and steel scrap market change trend in 2013

Experience from the sixth to the 11th five-year plan period, five-year plan in each of the average investment growth were 17.3%, 24.1%, 28.5%, 18.8% and 19.8%, respectively. Affected by the investment development cycle, the third year in a five-year plan is often investment accelerated. Therefore, 2013 is the 12th five year 3 years, 5 years in the year of assessment and investment accelerated, but also promote the iron and steel scrap industry industrial systematic construction, the scrap industry and stronger do big important year. From the international economic environment in general, in 2013 the global economy will remain under deep structural adjustment, economic growth momentum is insufficient, but the favorable factors are expected to gradually increase over 2012. From domestic economic environment in general, the eighteenth big victory and transition in 2013, the two will be held for sound and rapid development of national economy, add a lot of bright spots, stable economy, stimulating domestic demand and development resources, increase revenue, improve people's livelihood, build a well-off society in policies and measures will be developed, such as 2013, the state will change the way of accelerating economic development and industrialization, the urbanization process.

General trend from 2013 iron and steel scrap market change analysis, the crude steel production although growth has slowed, but the general scrap steel resources tense situation in 2012 and the 12th five year or even a longer period of time not at ease, the scrap steel markets across the country are mainly wait-and-see. Scrap steel companies are looking forward to national preferential taxation policy and scrap steel market prices decline after a year of volatility after the emergence of a new rally.

Iron and steel scrap resources balance isn't the main contradiction in 2013, price and tax policy is the main problem. Steel mills sell scrap every year-on-year increase to a certain extent, is expected to reach 35 million tons ~ 38 million tons in 2013, slightly higher than expected level throughout the year in 2012. Social scrap steel is expected to reach 2011 levels (53 million tons ~ 55 million tons), social purchase quantity will be higher than in 2012. If the steel market prices have crept up, with the ministry of industry and iron and steel scrap processing industry access conditions and other relevant documents for the release of the implementation of social scrap steel purchase quantity will have a new change. Especially with increasing steel JiXuLiang national society, social scrap steel purchase quantity at the end of the twelfth five-year even a longer period of time will appear new changes.

Scrap steel resources shortage and scrap steel industry forward the total trend will not change. At present each big business enterprise of iron and steel scrap inventory is very low, scrap steel market prices to the influence of the steel market prices are low, won't appear from January 2011 to August after the cancellation of tax policies brought by way of quotation, but the price will no longer be below the bottom level in July and August this year.

Scrap processing distribution system advancing in an all-round way

In 2013, scrap steel enterprises should mainly do the following work.

Implement good scrap industry first, the 12th five-year development plan, to eat more scrap, concentrate as a whole industry into the pursuit of common goals. "Iron and steel scrap industry 12th five-year development plan" explicitly pointed out that, in the scrap steel processing distribution application ability, to the end of 2015, scrap steel resources to reach 150 million tonnes, scrap steel composite average consumption reached 200 kg/ton, but now only 117 kg/ton. According to the Chinese society for metals related statistics, multi-purpose scrap smelting 1 tonne of steel, than using iron ore and pig iron smelting 1 tonne of steel reduces nearly 1.6 tons of carbon emissions, its social benefit and comprehensive benefit is very considerable.

Second, speed up the construction of iron and steel scrap processing, distribution system, promote the industrialization of our country iron and steel scrap, the transition and regionalization, the scale of the development process. As the "iron and steel scrap processing industry access conditions" and so on implementation of the relevant documents. In the next two years or even longer period of time, a nationwide distribution processing capacity of 150000 tons of iron and steel scrap processing distribution enterprises should reach more than 100, among them, 300000 tons ~ 500000 tons of iron and steel scrap processing and distribution center 30, 500000 tons ~ 1 million tons of iron and steel scrap processing and distribution center 20 demonstration bases, and layout is reasonable, stable supply channels. Total annual processing distribution scrap can be raised from the current more than 2000 2000 tons to 50 million tons, accounting for half of the scrap steel consumption.

Third, according to the principle of industrialization, the transition, regionalization, and scale, to iron and steel scrap recycling, processing, distribution this emerging industry. In recycling, processing, distribution and application of several links form a specification of industrial chain. By local recycling network of hundreds of thousands of households to collect scattered iron and steel scrap from society, sold to a certain scale processing distribution enterprises, processing distribution enterprises shall, in accordance with the national standards or industry standards for filtered social scrap steel, processed into qualified products, and distribution to meet the national iron and steel industry policy of iron and steel enterprises in steel production, market operation and build up mutual trust, reflects a win-win long-term and stable supply channels, guaranteed quality and cost reduction. Thus make the limited scrap resources into a good cycle of applications, not only to achieve concentrate charging, and can effectively promote energy conservation and emissions reduction work.

Ferroalloy: low volatile markets industries turn to demand urgently

China ferroalloy industry association

Ferroalloy market continues to low

In 2012, China's economic and social development fundamental key is WenZhongQiuJin, national macroeconomic policies have made many times. The effect of these measures is starting to show. According to preliminary statistics of Chinese metal materials circulation association, in the first half of 2012 stainless steel crude steel output of 8.47 million tons, up 12.5% from a year earlier.

However, crude steel output fell 0.8% in the third quarter of the stainless steel and 2012 stainless steel crude steel output is expected to flat with the previous year. Express according to Chinese nonferrous metals industry association, from January 2012 to September 498600 tons of magnesium metal production, down 5.94% year on year, metal magnesium production in the fourth quarter is expected to continue to slow. Crude steel, metal magnesium, etc. The influence of growth slowing demand for iron alloy, iron alloy domestic market is expected to continue to linger for a low volatility, 2012 ferroalloy output around 30 million tons, up 7.14% from a year earlier.

In 2013, the state will further deepen the reform and opening up, accelerate the transformation of economic development patterns, to speed up the adjustment of industrial structure, strengthen energy conservation and emissions reduction, and promote the rapid development of economy and society in our country, which have great influence on operation of ferroalloy industry. But the current world economic downturn, developed economies such as the United States, Japan and the European Union is in a high deficits and high debt, high unemployment, emerging economies and therefore affected. As a result, some experts predict that in 2013 the global economic recovery remains slow, will seriously restricting the rapid development of our country's economy and society. 2013 domestic and international market demand for iron alloy will continue to slow, expected the ferroalloy industry production will continue to maintain growth, but growth will slow further to about 5%.

At the same time, countries limit ferroalloy export policies are difficult to change, ferroalloy exports will continue to carry out the 20% ~ 25% higher tariffs. Therefore, ferroalloy exports will not rebound sharply in 2013, is expected to modestly and ferroalloy net imports will continue to increase.

As ferroalloy production growth to slow in 2013 is expected to imported manganese ore, chrome ore, nickel ore imports will continue to slow, average unit price and import port spot price may be volatile, uncertainty and instability. Plus domestic electricity price uncertainty, instability and other raw materials, alloy 2013 is projected to the domestic market prices rebounded sharply, will continue to periodically lower volatility.

Ferroalloy industry should change way through

In 2013, ferroalloy enterprises and industry to adopt measures to address, through self-discipline, reducing communication and coordination, cooperation and win-win, scientific and technological progress, energy conservation and emissions reduction, the variety development and so on many measures, strengthen confidence, unity through.

One is to seize the country to deepen reform and opening up, accelerate transformation of the mode of economic development opportunities, revolves the ferroalloy industry structure adjustment during the twelfth five-year goals, strengthen industry admittance management, speed up eliminating backward production capacity, strengthen the construction and reconstruction of ferroalloy project management, strict control of ferroalloy production fast growth, promote the upgrading of the industrial structure.

Coordination function, 2 it is to play industry association to strengthen industry self-discipline coordination, production and sales professional meeting or G summit held in time association, play the leading role of large scale enterprise, regulating the management order, avoid vicious competition, manufacturing-according-to-sale, active control output growth and adapt to market demand, make basic balance of supply and demand, market stabilization.

Three is to strengthen communication and coordination with upstream and downstream industries, to ensure that imported manganese ore, chrome ore, nickel ore imports such as the original fuel supply stable, strive for the international market the initiative and say; Pay close attention to and study international minerals and alloy the change of market and shipping prices, choose the optimal timing of imported raw materials, one thousand ways to reduce the purchasing cost.

Four is to develop and popularize advanced technology, to accelerate technological upgrading, and promote large scale, MiBiHua ferroalloy electric furnace, automation, for upgrading process equipment; Application concentrate charging technology, refining outside the furnace technology, low pressure compensation technology, soot purification treatment technology, gas and waste heat recovery power generation technology, scientific and reasonable use of the lean manganese ore technology, silicon powder, chromium manganese dust, smelting slag and wet smelting slag comprehensive utilization technology, vigorously promote energy saving and emission reduction pollution; To strengthen enterprise management, strict internal economic responsibility system, one thousand ways to reduce production costs.

Five is to adjust to expand product specifications, strict control of product master elements and carbon content range, lower impurity content sulfur, phosphorus, and actively cooperate with steel users require different levels of ferroalloy products, promote economic products with high quality; Development of high purity of refined products, chrome and manganese low carbon, low phosphorus, low sulfur and other refined products; Elements increase the development of our country is rich resources of high value-added new products, expanding the benefit of the enterprise growth.

Carbon: to accelerate technology innovation industrial structure adjustment

Carbon industry association in China

2013 carbon industry situation

In 2013, our country carbon industry development strategic planning will be guided by the scientific concept of development, with international and domestic market demand as the guidance, with carbon as the main line, product structure adjustment to high-end manufacturing and new energy technology and other emerging industry of new carbon materials increasingly vigorous development needs, research and development of new products, extension of carbon chain, injected strong vitality to the national economy healthy and sustainable development.

Although the purpose of the carbon material is more and more widely, especially carbon new material research and development and wider application fields. However, long-term low level repeated construction and industrial structure highly TongGouHua will lead to overcapacity. In the brutal competition in the big tide of market economy, the strong survive, the weak to be eliminated, is an inexorable law governing the market economy.

Ihfo, as the party's 18 large carbon industry in 2013 is expected to slightly improved with the steady increase of national economy, but the improvement is not obvious, economic increase rate also too won't big.

Carbon industry development countermeasure in 2013 first, accelerating technological innovation, and stronger carbon in China. Future competition is the competition of science and technology, product quality competition, is the modern management level of competition. Carbon, therefore, enterprises should adhere to the scientific outlook on development, grasp the law of economic development in the new period, the focus of the development of the technology innovation, resource conservation and environment friendly track, the industry's products increased from quantity to quality and structure optimization.

Second, the formulation and implementation of the industry access conditions and contain low level repeated construction. Low level repeated construction waste of money waste, waste of resources and energy, is the current development of carbon industry in China's a big problem, is the source and stronger carbon industry in our country, must be curbed, and to control from the source. Also, for carbon industry access conditions, and approved by the national development and reform commission, the ministry and other departments and issued and implemented.

Third, adjust the industrial structure, focus on developing new carbon materials. Carbon industry in China in the future the development direction of should do fine and stronger traditional carbon products, carbon new material research and development production, to catch up with developed countries, make our carbon power as soon as possible. To adhere to the scientific concept of development, increase investment in science and technology, and focus on research and development production of high-tech content and high value-added, high density, high purity graphite graphite, isotropic graphite, pyrolytic graphite and recrystallized graphite, graphite interlayer compounds, carbon fibers and its composites, fuller, carbon, carbon, carbon new material such as graphene.

Fourth, to speed up the high quality raw materials research and development production. R&d and production of high quality raw materials mainly include the following three aspects: one is the high-grade graphite electrode needle coke raw material, to realize full localization as soon as possible. Secondly, carbon fiber and its composite material high-grade raw silk and isotropic graphite gay pitch coke raw material research and development and localization. Three is the prospective development of inferior technology and application of high sulfur petroleum coke improvement.

Fifth, to solve the problem of raw energy, adjust the industrial layout. At present, China's carbon enterprises are mainly distributed in shanxi, henan, hebei, shandong and other provinces. With graphite electrodes are the case, the capacity distribution in north China for 200000 tons, 150000 tons in east China, central China and south China 260000 tons, 250000 tons of 250000 tons, the northwest region in northeast China, southwest of 90000 tons.

Sixth, strives for the survival by the quality, development by innovation. Quality is the lifeline for enterprises, companies rely on to provide users with high-quality low-cost products, to win credibility, to expand the market. Want to rely on constant innovation, improve technology, manufacturing quality products; Want to rely on continuous innovation, reduce production cost, improve the economic benefit. Pay attention to the local apparent cost and enterprise actual full cost.

Seventh, strive for the national industrial policy, support carbon new material research and development and production.

Chinese carbon industry association should actively research national macroeconomic policy, industrial policy of our country, nations support policies of technology innovation, energy conservation and emissions reduction, environmental protection, pollution control laws and regulations, make full use of the relevant policies, find a proper breakthrough point policy.

Eighth, to strengthen the construction of industry associations, and promote healthy development of carbon industry. Chinese carbon industry association to expand coverage, widely absorbs carbon enterprise initiation, within the Chinese carbon industry association to set up a professional branch, improve industry association organization influence, effectively promote carbon industry health and sustainable development.

In a word, look at carbon industry present situation, achievements, problems and opportunities; Looking forward to the future, bright prospects, a long way to go.