The 2009 financial crisis, China fiberglass industry developed into the trough, in 2010 industry has just started to recover, but hit the international trade protectionism, including the European Union and other countries, the anti-dumping investigation ensued.
In recent years, several domestic glass leading companies pursue extensive expansion, to increase its scale to reduce costs, improve the competitive advantage, occupy a higher market share, but do not pay attention to the development of the downstream applications, not to spend more energy to produce more research for different market segments used in varieties of different specifications of the products (China's downstream products more than 5000, there are 30 thousand kinds of foreign), product homogeneity, low added value, making China's glass fiber products of the traditional materials market substitution process has been slower than abroad, but also indirectly led to domestic demand growth has been weak in foreign countries. On the other hand, the glass fiber products industry in China's lower reaches (represented by FRP) is very fragmented and has not formed a strong leading enterprise to integrate the market and lead the development of deep-processing products. Therefore, in the glass fiber industry chain structure, China and developed countries in Europe and America have formed different industrial patterns, China's roving industry has grown, and the deep-processing products industry is weak, but the opposite is true in foreign countries. We believe in our alternative slowdown on overseas roving industrial case will encourage domestic enterprises to shift their perspective to the deep processing products of higher value-added industries, and actively develop new application areas, to further expand the industrial chain, increase profit point. In addition, people gradually in the concept of energy saving and emission reduction of the moment, ratio of polymer fibers is higher than the elastic modulus of the lightweight high-strength corrosion-resistant properties such as whether it is used in traffic or construction area are accord with the trend of low carbon environmental protection and economic development, thus cause the development of travel industry demand pull glass will be stronger faster than the previous ten years.
The glass is mainly used for construction, transportation, electronic and electrical, wind power, automobile, shipbuilding and other fields, among the top three industries of glass fiber demand accounted for 31% of total demand, 26% glass, 15%, several other industries of glass fiber demand is rapidly increasing. Downstream industries of glass fiber, such as construction, transportation and other industries in the field of traditional national infrastructure investment demand has been driven up; new application areas, such as a variety of engineering materials, environmental protection materials, will also be with the automobile, new energy industry and the gradual recovery.
Low carbon economy will promote the rapid development of glass fiber industry
Glass fiber and glass steel expert Zhao Honghan pointed out, emphasizes the close relationship between energy saving and emission reduction, the glass fiber industry the development of low-carbon economy, combined with the content of the speech and we collected materials, the relationship of low carbon economy and glass fiber industry.
1, energy consumption per unit intensity is low, and the substitution effect is remarkable
The energy consumption of glass fiber ton has been reduced to 0.8 tons of standard coal. From the strength per cubic meter price, energy intensity per cubic meter, glass fiber is only 40% of steel and 10% of aluminium. Foreign research reports believe that the next 10-20 years, glass fiber instead of steel, aluminum, wood, PVC and other traditional materials, will lead to the global glass fiber industry output value increased from the current 8 billion U. s.dollars to 40 billion U. S. dollars.
2. Insulation of building and industrial facilities
08 years of consumption structure, construction and infrastructure accounted for 27%, mainly for roofing waterproof material, substrate, exterior insulation system, highway and railway subgrade. In all kinds of exterior wall insulation system, almost all the use of glass fiber, such as the most widely used polystyrene, polyurethane board, must use glass fiber reinforced. Glass wool can be used as wall heat preservation material directly. The United States imports about 800 million dollars worth of fiberglass and its products each year. Three kinds of imported products is the largest volume of non textile glass fiber insulation materials (batts), glass fiber roving (including glass wool) and its products and other non textile glass fiber insulation materials, the total imports accounted for about 45%." Industrial facilities accounted for 24%, mainly for all types of storage tanks, pipelines and industrial facilities insulation. In exchange, a downstream company said it was preparing to invest in building a fiberglass insulation plant, producing heat insulation materials for the steel and cement industries.
3, reduce the weight of vehicles, reduce fuel consumption
Cars and ships account for 25%, and cars and ships use fiberglass to reduce their weight and thus reduce fuel consumption.
4, the wind turbine blade consumption increased rapidly
Wind power accounts for about 5%, up to 10% in 09 years, doubling.
"12th Five-Year" planning and environmental protection standards
The guiding ideology of the glass industry, 12th Five-Year is "planning" from the development of tank as the center, to improve furnace technology, the development of glass products processing industry direction, use of the existing pool kiln production capacity, eliminate backward production capacity, limited". There are three main aspects: first, do not continue to encourage new production capacity, production capacity will be stable at 3 million tons; second, vigorously develop the deep processing of glass fiber industry, glass fiber promotion application; third, to energy-saving emission reduction and environmental protection standards, the elimination of backward production capacity, restricting the development of small enterprises.
Overall, the experience of anti-dumping baptism, the expansion of industry capacity in frozen state, foreign production capacity and domestic backward production capacity has been hit hard. Energy saving and emission reduction, the transfer of downstream industries to China, guaranteed the long-term growth of glass fiber demand. If the next two projects exceeded expectations, anti-dumping is the inevitable glass big three foreign and three domestic giants struggle, not hinder domestic downstream market demand better, this will bring new opportunities for the development of China glass fiber industry.