The globalization process of China's renewable non-ferrous metal industry is accelerating
2018 is about to pass. What are the characteristics and changes in the development of China's renewable non-ferrous metal industry? What are the impacts of changes in the policy environment on industrial development? What is the hot spot of the international renewable non-ferrous metal industry worth looking forward to? What are the opportunities and challenges? What is the development trend of China's recycled non-ferrous metal industry in 2019? Recently, Wang Jiwei, vice president and Secretary General of the renewable metals branch of China Nonferrous Metals Industry Association, gave an authoritative interpretation of relevant issues in the microscope room at the 18th renewable metals International Forum
the output has a steady growth and good development momentum.
"it is preliminarily estimated that the output of recycled non-ferrous metals in the first three quarters of 2018 is about 10.91 million tons, including 2.45 million tons of recycled copper, 5.5 million tons of recycled aluminum, 1.7 million tons of recycled lead and 1.26 million tons of recycled zinc. The annual output is expected to be about 14.5 million tons, an increase of 5% year-on-year." Introduction by Wang Jiwei
the import of raw materials decreased significantly. According to customs statistics, in the first three quarters of 2018, the import volume (physical volume) of laser receiving target raw materials and recycled aluminum raw materials on the recycled copper working platform was 1.78 million tons and 1.19 million tons respectively, a year-on-year decrease of 35.9% and 25.3% respectively. The import amount of recycled copper and aluminum raw materials totaled US $9.113 billion, a year-on-year increase of 6.05%. It indicates that the quantity of imported goods has decreased, but the quality has improved
domestic recovery increased steadily. In the first three quarters of 2018, the domestic recycling of recycled non-ferrous metal raw materials increased steadily year-on-year, including about 1.65 million tons of recycled copper raw materials and 3.3 million tons of recycled aluminum raw materials (metal), and about 2.6 million tons of waste lead-acid batteries
enterprises' willingness to invest was further enhanced. Germany's oelvbao group accelerated its layout in China, and cooperated with Guangdong, Sichuan, Hong Kong and other places to promote metal recycling projects; Guangyuan, Sichuan, Baise, Guangxi, Lianyungang, Jiangsu, Tongliao, Inner Mongolia and other places are speeding up the planning and construction of renewable non-ferrous metal bases
important impact of changes in policy environment
from the perspective of overall industrial policy, this year, the renewable non-ferrous metal industry will further achieve quality and efficiency improvement, transformation and upgrading. Take recycled aluminum as an example. At present, the total capacity of 29 enterprises that have passed the industry standard conditions has reached 3.625 million tons/year, accounting for more than 50% of the total capacity of recycled aluminum
first, the supply side structural reform and green development of the non-ferrous metal industry have promoted the continuous increase of the proportion of recycled non-ferrous metals. The enthusiasm of enterprises to cultivate recycling business has been increased, the construction of recycling production lines has been accelerated, and the industrial layout of recycled non-ferrous metals has been studied. More and more "original + renewable" enterprises are engaged, and the supply pattern is changing from quantity to quality
second, the launching of the battle for pollution prevention and control and the battle for the protection of the blue sky has provided a rare opportunity for the development of circular economy and the promotion of resource recycling. At the same time, it also puts forward higher requirements for the environmental protection ability of renewable non-ferrous metal enterprises
third, the co assimilation of green industry is increasingly strengthened. Renewable non-ferrous metal enterprises have entered the list of national green factories and green parks, and the collaborative development of upstream and downstream of the industrial chain is rebuilding the industrial ecosystem
fourth, the coordinated development of regions has been continuously promoted. It will have an important impact on the construction of a new development pattern of renewable non-ferrous metal industry with reasonable spatial layout, regional division of labor and cooperation, and complementary advantages
in terms of import policies, the issuance of environmental protection and control standards for the import of solid wastes that can be used as raw materials and the law of the people's Republic of China on the prevention and control of environmental pollution by solid wastes (Revised Draft) (Exposure Draft) have had a certain impact on the development of renewable non-ferrous metal industry. "In response to this situation, the renewable metals branch has communicated with all parties for many times, and reported the impact of environmental protection standards and import policy adjustment on the industry to the relevant national departments for many times; it has organized key enterprises to jointly discuss the revision opinions of the revised solid waste law, and strive to provide a more targeted standard basis for the next step of raw material protection and industry supervision. At the same time, in view of the incomplete tax chain and heavy tax burden of domestic recycling enterprises, it has invited financial and tax experts Conduct research to form analysis reports and policy recommendations, and provide support for the adjustment of tax policies that hinder the development of the industry. " Wang Jiwei said
the trend of globalization is obvious.
Southeast Asia and South Asia usher in a period of rapid development.
first of all, Chinese enterprises are deeply integrated into the international market. More and more Chinese enterprises are shifting from the traditional mode of "raw material import + product export" to the mode of "investment + trade". With the industrial transformation and upgrading and the continuous improvement of environmental protection requirements, the demand for advanced technology and equipment has gradually increased, giving birth to the first domestic renewable non-ferrous metal design and Research Institute and many environmental stewardship service institutions, and promoting the establishment of bilateral and multilateral cooperation mechanisms
secondly, foreign enterprises will speed up their entry into the Chinese market. "Since this year, the renewable metals branch has received a large number of consultation requests. Most of the renewable non-ferrous metal enterprises and equipment enterprises in developed countries are generally optimistic about the Chinese market. They hope to have a more comprehensive and in-depth understanding of China's policies, potential partners and project implementation direction through our extensive industry resource advantages." Wang Jiwei pointed out
third, the development level of renewable non-ferrous metal industry in Southeast Asia and South Asia will usher in a period of rapid development. Since 2018, the amount of scrap metal transferred to Southeast Asian countries has increased rapidly, but the processing capacity of these countries is limited. Malaysia, Thailand, Vietnam and other countries are formulating or revising import management policies to make them more suitable for their own development needs; The Indian market also has a strong demand for Chinese pretreatment equipment. "We hope that Chinese enterprises can go out to sea in a group in Southeast Asia and develop in a clustered, specialized and park based manner, so as to form an industrial chain to serve the local market demand, and also help protect the environment and investment rights and interests." Wang Jiwei said
new challenges under the new situation
the increase in the proportion of recycled non-ferrous metals worldwide is a great benefit. China's market demand continues to release, and better enterprises and technologies need to be introduced. "Entrusted by the Ministry of ecological environment, the renewable metals branch is taking the lead in organizing the research on solid and hazardous waste management solutions and pollution control technical specifications in the aluminum industry (electrolytic aluminum, renewable aluminum and aluminum processing), which also needs the participation of experienced and skilled enterprises in various countries." Wang Jiwei said
along with opportunities, there are challenges facing industrial development. Since the beginning of this year, the negative impact of the international trade situation has been prominent. Trade frictions have led to the destruction of the integrity of the global industrial chain, value chain and supply chain, and the production layout of multinational enterprises is facing greater uncertainty. Wang Jiwei told: "the renewable metals branch has repeatedly reported to the relevant departments the impact of trade friction on the industry and the losses of enterprises. It is hoped that the relevant enterprises can resolve the disputes caused by this through communication and negotiation, and strive to minimize their losses."
there are shortcomings in international production capacity cooperation, and the cooperation mechanism and communication channels need to be strengthened. Southeast Asian countries lack basic support in terms of industrial environment, labor, port inspection and release, and equipment. All parties need help to implement cooperation and achieve results
environmental protection pressure continues to increase. According to the three-year action plan of the blue sky defense war, the business of DSM optical fiber and cable materials department continues to grow with the increasing demand for high-speed and high-quality telecommunications networks around the world. By the end of 2019, comprehensive renovation of "scattered pollution" enterprises and clusters in key areas should be completed. It is expected that the areas implementing special emission limits will be further expanded, which will have a certain impact on the production and operation of renewable non-ferrous metal enterprises
2019 industrial development trend
according to the prediction of the renewable metals branch, China's renewable non-ferrous metals industry will present the following characteristics in 2019
overall will remain stable. With the gradual release of the capacity of new projects, it is expected that the output of major varieties of recycled non-ferrous metals in 2019 will increase steadily compared with 2018
raw material import policy is expected to be clear. Next year, the import of waste hardware, waste motors, waste wires and cables will be prohibited. Whether the Renewable Copper aluminum and its alloy raw materials that can be directly used can be imported, including import standards and supporting measures for customs commodity inspection, is expected to be formulated and issued next year. China Nonferrous Metals Industry Association will also actively strive to achieve due results in the promotion of raw material standards and other work
the domestic recycling pattern will be partially improved. As large enterprises participate in the recycling of domestic waste hardware, waste wires and cables, and waste motors, and the construction of waste lead-acid battery and power battery recycling system is accelerated, it is expected to have a positive impact on the recycling pattern of specific varieties in specific regions
science and technology will become a new highlight of international cooperation. Relying on the aluminum ash comprehensive utilization project, domestic and foreign enterprises are exploring the scientific and technological cooperation mechanism and business model, which is expected to be implemented in 2019. The docking cooperation between China's renewable non-ferrous metal enterprises and foreign science and technology enterprises and scientific research institutions is expected to become a new highlight