[China Building Materials Network] In 2010, various steel industries basically got rid of the troubles of the financial crisis and achieved rapid development. In 2011, the Twelfth Five-Year Plan has just begun. Can my country's economy move forward at the pace of the Twelfth Five-Year Plan? As the foundation of economic development, the steel industry, what is the development trend of various steel industries? What changes will happen to the demand structure of steel? Here, we have selected several typical industries last year for analysis.
Construction industry demand highlights: affordable housing high-strength steel
Construction steel has accounted for "half of the total domestic steel consumption", and its main varieties are steel bars, medium and heavy plates, H-beams, wire rods, etc. Statistics show that my country's construction steel accounts for about 50% of the entire steel consumption, and real estate construction steel accounts for more than 60% of the entire construction steel.
2010: my country's real estate industry continued to adjust its structure under the influence of national policy regulation. From January to November, the newly started area of housing was 1.451 billion square meters, an increase of 48.7% year-on-year, and the growth rate was 13.2 percentage points lower than that from January to October. From a single month-on-month perspective, the newly started area in November increased by 7.26% month-on-month, still maintaining a relatively stable growth. This year, my country plans to build 5.8 million affordable housing projects, totaling 348 million square meters. If calculated on the basis of 40 kilograms of steel per square meter, the amount of steel used for the construction area of affordable housing alone will reach 13.92 million tons.
In 2011: 10 million sets of affordable housing projects are planned to be built, and the construction investment will exceed 1.3 trillion yuan, reaching about 1/5 of the national real estate investment scale. According to industry insiders, to achieve this scale, at least 30 million tons of construction steel is needed.
New features of steel: the use of high-strength construction steel will become the focus. The "Beijing Technical Guidelines for the Construction of Low-Rent Housing, Affordable Housing, and Two-Limited Housing" issued by Beijing before clearly stipulated that high-rise buildings should prefer light and high-strength materials to reduce structural weight and material consumption. The design plan should increase the utilization rate of high-strength steel and reduce the consumption of steel. The data shows that in general high-rise buildings use about 80 kilograms of steel per square meter, multi-storey buildings use 50 kilograms to 60 kilograms per square meter, and small high-rise residential buildings with 6 to 8 floors use 58 kilograms per square meter. ~65 kg. Since the beginning of this year, relevant building standards such as "Code for Seismic Design of Buildings", "Code for Design of Concrete Structures", and "Technical Specifications for Concrete Structures of High-rise Buildings" have been successively approved. In the future, high-strength construction steel will become the mainstream. For this reason, builders, steel suppliers, and steel mills must adapt to the update of standards as soon as possible, do a good job of supporting work, and promote the promotion and implementation of high-strength construction steel.
In 2010, my country’s economy continued to maintain steady and rapid growth. Driven by relevant national policies and the slow recovery of the international economy, various steel industries have basically got rid of the financial crisis and achieved rapid development. For example, the Beijing-Shanghai high-speed railway was completed and opened to traffic, automobile production and sales reached new highs, and ship orders stabilized and picked up... In 2011, what was the development trend of the steel industry? What changes will happen to the demand structure of steel? Here, we have selected several typical industries for analysis.
Railway industry demand highlights: high-speed railway clean steel
The market for railway steel is very large, and its steel is mainly used for new railways, maintenance and transformation of old railways, manufacturing and maintenance of locomotives and vehicles, and construction of railway bridges. Railway steel products mainly include line steel, sleeper steel, bridge steel, vehicle steel, station and other infrastructure steel, and electrified railway steel.
2010: As of the end of November, China's railway operating mileage has reached 87,000 kilometers, and the scale and quality of the road network have been greatly improved. Among them, the high-speed railway in operation has reached 7,531 kilometers. my country's railway fixed asset investment includes infrastructure investment, renovation and locomotive and rolling stock purchase costs, of which the main concern for steel demand is infrastructure investment. Calculating based on the standard that every 10,000 yuan investment in railway construction drives steel consumption of about 0.32 tons, railway infrastructure investment in 2010 reached 700 billion yuan, which can drive steel consumption to 22.4 million tons.
2011: Railway construction will still be in rapid development. It is understood that there are more than 10,000 kilometers of high-speed railways under construction in my country. By 2012, China’s railway operating mileage will reach 110,000 kilometers, of which newly built high-speed railways will reach 13,000 kilometers; by 2020, China’s railway operating mileage will reach 120,000 kilometers, of which newly built high-speed railways will reach 16,000 kilometers. the above.
New characteristics of steel: high-performance steel that can meet the steel requirements of rails, switches, car bodies, wheels and other components required by high-speed railways is required.
The requirements of high-speed railways for rail quality are mainly reflected in the purity of the steel, the surface quality of the rail, the internal quality, the geometric accuracy and the straightness of the rail appearance. Due to the different design parameters of various countries, the environment of the line is different, and the requirements of quality standards are also different. In order to ensure the balance of the track and the smooth running of high-speed trains, high-speed railways need to use factory-made 100-meter, 500-meter long fixed-length steel rails. In recent years, domestic companies have achieved technological upgrades in rail smelting, rolling, transportation, welding, laying, polishing and other industries, and the durability and straightness of rails have reached the international first-class level. At present, all rails for high-speed railways in China have been made domestically.
High-speed turnouts are the key to the track structure of high-speed railways. High-speed railways have adopted a large number of turnouts at speeds of 200 kilometers and 350 kilometers per hour, which promoted industrial upgrading in terms of materials, technology, tooling, and transportation.
High-speed trains also put forward higher requirements for wheels and car body steel. In terms of wheels, at present, my country’s high-speed test wheels have completed the loading and operation test of about 600,000 kilometers under the conditions of 200 km/h to 320 km/h. The composition design and strengthening and toughening of medium carbon ferritic pearlite wheel steel The research results of the mechanism have been applied in the manufacturing process of 200km/h-class wheels, realizing industrialization. For the car body, in order to optimize the structure of the lightweight car body and improve the fatigue strength and service life of the lightweight car body, the hollow axle made of Cr and Mo alloy steel will become an important part of the high-speed train. For the manufacture of this product, my country is in the experimental stage.
In addition, in the construction of high-speed railways, a large number of bridge structures are used, ballastless tracks are used, and the gravel part is replaced with reinforced concrete, which has also greatly boosted the demand for steel.
The demand highlights of the shipbuilding industry: green steel plates for large ships
The steel required by the shipbuilding industry mainly includes plates, profiles and pipes, of which plates are the main ones. All shipbuilding plates must be approved by classification societies, among which are basically medium-thick plates, and a small amount of thin plates are mainly used in the upper part of ships.
2010: In the first 11 months, my country's shipbuilding completed, new orders, and hand-held ship orders have stabilized and rebounded, and the overall economy has performed well. Experts in the industry believe that the current shipping trade volume has improved and the shipping market will gradually rebound, which will drive the slow recovery of the newbuilding market, but it will take time for the market to fully recover.
2011: Industry experts believe that driven by the global economic recovery, the shipbuilding market demand for most ship types will recover in the future. However, in view of the serious overcapacity problem in the shipbuilding market and the pressure of a large number of hand-held orders for most ship types, the shipbuilding market The sustainability of the recovery remains to be seen. Among them, product oil tankers are expected to take the lead in recovery; container ship owners have recently regained profits, which will drive the new container ship market to recover; the bulk carrier market has oversupply, and the market prospects are not very optimistic; car special ships (PCC), The demand for liquefied natural gas ships (LNG) and liquefied petroleum gas ships (LPG) will also slowly recover; the demand for cruise ships and ferries is relatively stable, and the market supply and demand remain relatively balanced.
New characteristics of steel: high-performance green steel plates that can meet the requirements of new standards in the shipbuilding industry are required. Take the high-strength steel used on large bulk carriers, container ships, oil tankers and offshore engineering ships as examples. At present, the proportion of high-strength plates (A32-A36) used on bulk carriers and container ships is more than 60%, and the proportion of high-strength plates used on oil tankers About 30%. According to the statistics of hand-held ship orders at the end of 2009, my country's bulk carriers and container ships accounted for more than 70%, and there is a large demand for high-strength plates. In particular, most of the orders undertaken by my country's key shipbuilding enterprises are large and high value-added ships, and the proportion of high-strength plates used is generally around 50%.
Industry insiders said that steel companies should strengthen communication with manufacturing companies to produce products that truly meet the needs of shipbuilding companies. For example, the market once believed that ultra-wide ship plates over 3.5 meters have obvious competitive advantages and great market potential because they are beneficial to reducing welds. In fact, this understanding has greater limitations. Shipyard technicians believe that To ensure reasonable distribution of hull structural stress and ease of surface processing, even on a 300,000-ton super large ship, the proportion of wide plates above 3.5 meters will not exceed 40%, and the use of ship plates above 4 meters is very small. It is recommended that steel companies treat the demand for high-strength shipboard rationally and avoid the formation of new overcapacity.
In addition, as marine equipment is listed as a strategic emerging industry, urgent requirements are put forward for the shipbuilding upgrade of the shipbuilding industry. The service period of offshore platforms is 50% higher than that of ships. The steel plates used must have high strength, high toughness, fatigue resistance, laminar tear resistance, good weldability and seawater corrosion resistance. Judging from the several platforms built so far, an offshore platform uses about 20,000 tons of steel, of which about 90% use domestic steel, and the import ratio is about 10%; the steel used is AH-EH-class shipboard, of which 6mm, 8mm, High-strength boards with thicknesses of 10mm account for more than 80%. According to the grade, E-level boards account for 70% to 80% of the total steel consumption. Steel plates with a width of 2.4 meters are used more, and steel plates with a width of 3 meters or more are used less.
Power industry demand highlights: smart grid high-performance steel
The electric power industry is one of the key users of steel in my country. It uses a wide range of steel varieties and specifications. It requires high-value-added steel products such as high-pressure boiler plates, silicon steel sheets, and steel strands, as well as ordinary carbon wires, plates and profiles.
2010: State Grid plans to complete an investment of 227.4 billion yuan in power grid construction, and China Southern Power Grid plans to complete an investment of 88 billion yuan in power grid construction. Calculated on the basis that the steel consumption per 100 million yuan of grid investment is about 277 tons, in 2010, my country's power grid construction used about 874,000 tons of steel. From January to November this year, my country produced 112.92 million kilowatts of power generation equipment, a year-on-year increase of 10.37%, an increase of 4.5 percentage points from January to October, mainly driven by the high growth of wind turbines; wind turbines increased by 71.40 year-on-year %, an increase of 17.49 percentage points from January to October. Low-voltage switchboards and power station turbines in electrical products grew rapidly, increasing by 81.68% and 53.75% year-on-year respectively; gas turbines were down by 34.32% year-on-year.
2011: Data shows that by 2011, the capacity of my country's power generation equipment will be close to 900 million kilowatts; by 2020, the installed capacity is expected to reach 1.6 billion kilowatts. Next year is the first year of the "Twelfth Five-Year Plan", and the country will further increase investment in smart grids. The power generation and substation end of the smart grid may develop faster. The main products of the power generation end are photovoltaic inverters and wind power converters, and the main products of the substation end are transformers, high voltage switches, converter valves, power station comprehensive protection systems, etc. .
New characteristics of steel: more special steels suitable for smart grid construction and large-capacity generating units are needed. The three main main engines that use more steel in thermal power generating units: boilers, steam turbines, and generators. In the use of steel products, it mainly involves steel pipes, large, medium and small products, medium and heavy plates, thin plates, silicon steel, high-quality steel and other steel products. The steel consumption of power transmission and transformation equipment mainly involves silicon steel sheets, medium and heavy plates, large and medium-sized steels, and steel belts. my country currently encourages the construction of supercritical and ultra-supercritical large-capacity units. With the limitation of parameters, it is necessary to develop more steels with higher performance requirements such as high temperature resistance and high pressure.
In terms of wind power, steel is mainly used for the production of wind power towers. The steel used for wind power towers generally adopts low-alloy high-strength structural steel. The standard is GB/T1591-94, the grade is Q345, and the quality grade of normal temperature tower materials is C Or D-grade plates or steel ingots, low-temperature tower materials use E-grade plates or steel ingots, and have strict requirements on the non-destructive testing of raw materials and the performance of the thickness direction, which are different from ordinary steel structure steel.
Automotive industry demand highlights: high value-added steel for new energy vehicles
Automotive steel products mainly include steel plates, high-quality steels, section steels, strip steels, steel pipes, metal products, etc. Among them, plate is the most important raw material for automobile production.
2010: From January to November, the production and sales volume of automobiles reached 16.401 million and 16.3954 million, respectively, representing a year-on-year increase of 33.71% and 34.05%. The growth rate continued to fall, and the rate of decline decreased. The production and sales volume this year is expected to reach 18 million vehicles. From January to November, my country exported 483,300 vehicles, an increase of 68.52% over the same period last year. Xu Changming, director of the Information Resources Department of the State Information Center and senior economist, believes that there are two main reasons for the overall ultra-high growth of automobiles. One is the strong momentum of economic recovery, and the other is the pull of policy inertia.
2011: The industry believes that the growth rate of the auto industry will slow down next year due to the impact of national policy adjustments and the impact of new measures adopted by various localities to limit auto sales. According to a comprehensive analysis, due to policy adjustments in 2011 and two consecutive years of rapid growth, the growth rate will be lower than that in 2010, and is expected to be about 10%. Based on this output and the average amount of steel used in automobiles, in 2011, automobile steel The demand is 38.25 million tons to 40.37 million tons.
Source: China Metallurgical News
Article source: China Building Materials Network www.bmlink.com