Non oriented electrical steel is developing in the direction of high-performance application
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original title: non oriented electrical steel is developing towards high-performance application source: China Metallurgical news
according to the data of the electrical steel branch of the China metal society, in the first half of 2019, China produced 4.545 million tons of non oriented electrical steel, an increase of 0.61% year-on-year. Among them, the output of non oriented electrical steel of medium and low grades was 3.7154 million tons, a year-on-year increase of 1.53%; The output of high-grade non oriented electrical steel was 554700 tons, a year-on-year decrease of 3.29%; The output of high efficiency (high magnetic induction) non oriented electrical steel was 275000 tons, a year-on-year decrease of 3.41%. In the first half of this year, how about the production and sales of non oriented electrical steel market? What is the demand trend in the later period? This article gives you a glimpse
in the first half of the year, there were "increases and decreases" in production.
from the perspective of production enterprises, there were 16 non oriented electrical steel enterprises in China. Among them, there are 8 state-owned full process enterprises, mainly including Baowu, Shougang, Anshan Iron and steel, Taiyuan Iron and steel, Maanshan Iron and Steel Co., Ltd., Baotou Iron and steel, Benxi Iron and steel and MCC new materials; There are 8 private semi process enterprises (mainly the post cold rolling process starting from acid pickling or steel rolling), mainly including Shagang, Zhongshan Zhongsheng, Shunde POSCO, Zhejiang Huaying, Huaxi strip steel, Huangshi mountain Lixing metallurgical, Zhejiang Tianjie and Sichuan Ruizhi
from the perspective of market production, among the eight state-owned enterprises in the whole process, the output of four enterprises increased to varying degrees, including Baowu increased by 4.42% (0.22% in Qingshan base, 8.89% in Baoshan and Zhanjiang bases), Shougang increased by 0.48%, Angang increased by 5.92% and MCC increased by 1.96%; The output of the four enterprises decreased by 0.48% at TISCO, 21.86% at Maanshan Iron and Steel Co., Ltd., 22.21% at Baotou Iron and Steel Co., Ltd. and 45.02% at Benxi Iron and Steel Co., Ltd. Among the 8 private semi process enterprises, the output of 4 enterprises increased by 51. 5% respectively Due to excessive deformation of 21%, Shunde POSCO increased production by 45.90%, Sichuan Ruizhi increased production by 7.28% and Zhejiang Huaying increased production by 17.15%; The output of the three companies (including the mixed system) was reduced to varying degrees, including Zhongshan Zhongsheng, Huaxi steel strip and Zhejiang Tianjie by 3.68%, 26.03% and 19.58%, respectively; The output of Huangshi Shanli Xingye was the same as that of last year
from the perspective of variety structure, the production of high grade and high efficiency (high magnetic induction) non oriented electrical steel decreased slightly, and the production of medium and low grade non oriented electrical steel increased. In terms of regional scale, East China, North China and central China have the largest output, followed by northeast and South China, and southwest and northwest regions have the smallest output, showing the characteristics of large capacity in economically developed regions and small capacity in economically underdeveloped regions
in the first half of the year, the market "fell more and rose less"
in the first half of the year, China's non oriented electrical steel market has always operated in the range of "fell more and rose less", and most downstream industries are better than upstream industries. This is closely related to domestic non oriented electrical steel production capacity, total social demand, real estate, etc
from the perspective of domestic non oriented electrical steel production capacity, the structural surplus is obvious, the whole process production enterprises increase production, and some low and medium grade production enterprises reduce production significantly. Due to the large supply resources, users have greater choice, resulting in lower prices
from the perspective of total social demand, social demand is weakening, especially the number of relevant projects that drive the demand for electrical steel is small, national investment and private investment are turning to new fields, the improvement of the real economy is still improving, and the supply side structural reform is still the focus of development
from the perspective of the national real estate industry, in the first half of the year, the national real estate development investment was 6160.9 billion yuan, a year-on-year increase of 10.9%, and the growth rate was 0.3% lower than that in the previous five months. Among them, residential investment (residential investment accounted for 73.3% of real estate development investment) was 4516.7 billion yuan, a year-on-year increase of 15.8%, and the growth rate was 0.5 percentage points lower than that in the previous five months. The national sales of commercial housing reached 7069.8 billion yuan, a year-on-year increase of 5.6%, and the growth rate was the same as that in the first quarter. In general, in the first half of the year, the state consolidated the main body, maintained the continuity and stability of policies, prevented the sharp rise and fall of prices, and ensured the steady and healthy development of the real estate market by focusing on the regulation objectives of stabilizing land prices, housing prices and expectations
from the perspective of the national AC motor industry (the whole motor industry), in the first half of the year, the national AC motor output was 135.6205 million KW, an increase of 2.0% year-on-year; Among them, the total output of small and medium-sized motors was 98.848 million kW (excluding general AC generators and DC motors), an increase of 4.934 million kW or 5.0% year-on-year; The output of general alternators was 2888000 kW, an increase of 442000 kW or 18.1% year-on-year; The output of DC motor was 1.805 million KW, a year-on-year decrease of 205000 kW, a decrease of 10.2% 15. The experiment of wire rod change experimental machine was completed. Compared with the same period in 2018, in the first half of the year, the production and sales volume of 63 small and medium-sized motor manufacturing enterprises nationwide increased, but the growth rate narrowed; Meanwhile, the growth of export sales slowed down
from the perspective of the national automobile industry, in the first half of the year, the national automobile production and sales volume reached 12.132 million and 12.323 million respectively, with a year-on-year decrease of 13.7% and 12.4% respectively. The decline in output was 0.7% higher than that in the previous five months, and the decline in sales was 0.6% narrower, which had a certain impact on the use of electrical steel
from the perspective of the national household appliance industry, in the first half of the year, the national household appliance output increased. Midea Group used about 600000 tons of non oriented electrical steel in the first half of the year, an increase of about 10% over the same period last year. It is expected that the demand for non oriented electrical steel will continue to show a steady growth trend throughout the year. Household appliances belong to rigid consumer goods. China's household appliances industry consumes more than 3million tons of non oriented electrical steel every year, of which the air-conditioning compressor was born in May 1965. For example, Midea Group consumes more than 1 million tons of electrical steel a year, accounting for a high proportion in the country
there is great development potential in the field of new demand.
in the future, with the in-depth development of energy-efficient, intelligent manufacturing and green production in the global manufacturing industry, the demand for electrical steel in China will change
as the industry with the largest consumption of non oriented electrical steel in China (according to incomplete statistics, the annual consumption of electrical steel exceeds 4million tons), the small and medium-sized motor industry has made some achievements in transformation and upgrading in recent years. In terms of motor efficiency, ye4 series and other ultra-high efficiency motors have been popularized and applied, and the IE5 ultra-1 motor project has been approved and started to be developed; From the point of view of motor lightweight, we have begun to develop high-power ultra-high speed motors, high power density and other small lightweight motors, and some products have been applied in compressor and other fields, which puts forward new requirements for silicon steel sheet thinning, loss reduction and magnetic induction improvement; From the perspective of the application of new motor materials, the motor industry has cooperated with colleges and universities to carry out the application research of new magnetic materials. For example, silicon steel scrap, melon seeds and other wastes are used as raw materials, processed into powder metallurgy, and then made into motor core through modeling and sintering. The loss will be less than 2.1 w/kg, and the magnetic induction will be greater than 1.7 Tesla. It is expected that the demand for high-grade silicon steel such as W250, w270 and W310 will increase in the future
from the perspective of new energy electric vehicles, some countries have formulated schedules or announced the service life of fuel vehicles. Some experts predict that China will stop selling fuel vehicles in 2035, and new energy electric vehicles will be the mainstream of future development. China is the largest automobile production and consumption country in the world. The development goal set in the energy saving and new energy automobile industry development plan (2012-2020) issued by the State Council in june2012 is that by 2020, the production capacity of pure electric vehicles and plug-in hybrid electric vehicles will reach 2million, and the cumulative production and sales volume will exceed 5million
then, what about the steel used for the motor of new energy electric vehicles? For example, a high-grade electric passenger car needs about 300 motors, of which the stator and rotor used by a traction motor (engine) consumes about 50kg of electrical steel, and the stator and rotor used by a commercial vehicle (logistics vehicle and electric bus) consumes about 100kg of electrical steel, mainly 30ahv1500, with high cost performance. 35ahv1900 or 35ahv2100 will also be used; Followed by 35a300, 35a350 and other brands. Due to the large loss, 0.50mm electrical steel is not widely used at present. Overall, the new energy electric vehicle motor still pays more attention to the iron loss and strength under high speed
at present, robots, unmanned aerial vehicles (aircraft) and intelligent furniture have become the new demand fields of electrical steel in China and even the world. In the next 5 to 10 years or even 20 to 30 years, robots, UAVs (aircraft), smart furniture and other products will be more and more widely used in the home, factory, transportation, aviation, land and water, medical equipment, electronic products and other industries. The driving joint motor of robots, the high-speed starting motor of UAVs (aircraft), the micro motor of smart furniture, the compressor of smart appliances and so on all need electrical steel of various brands and specifications
in a word, the future motor manufacturing will develop in the direction of lightweight, small size, high efficiency, high speed and artificial intelligence. We predict that the demand for high frequency, high efficiency, high grade, high magnetic induction, high strength, thin specification, low iron loss and environment-friendly electrical steel will increase, and the demand for non oriented electrical steel (high strength, high grade, high magnetic induction, etc.) (mainly in the fields of new energy electric vehicles, robots, UAVs, smart appliances, smart furniture, etc.) may increase by 20%~30%