Briefing on the operation of China refractory industry in the first quarter of 2021
One is a slight increase in output.
According to the statistics of the China Refractory Industry Association, the national refractory production of 6.34400 million tons, an increase of 1.09%. Among them, compact shaped refractory products were 3.50.25 million tons, an increase of 1.07%; Heat insulation refractory products 206,400 tons, an increase of 4.29%; Amorphous refractory products 2,635,100 tons, an increase of 0.88%.
Second, industry confidence continues to recover.
According to the bulk raw material price data of China's durable window network, in April 2021, the bulk raw material price index was 181.91, an increase of 1.5% month-on-month and 10.46% year-on-year. The price of some refractory products has also increased significantly year-on-year, some advantageous enterprises contract orders, production tasks are full, and the downstream industry demand is generally relatively strong.
Third, the price of refractory raw materials is relatively stable or rising.
According to the China Refractory Industry Association and refractory window network tracking statistics, in the first quarter, Shanxi bauxite clinker prices are high and stable, Xiaoyi 85 iron shaft kiln bauxite clinker factory price excluding tax 1950 yuan/ton. The domestic brown corundum market has also risen to a certain extent, the mainstream factory price including tax 4600-4700 yuan/ton, the price of white corundum in Henan region is stable, and the price of sintered corundum is relatively weak.
In March, Liaoning ordinary fused magnesia (MgO≥95.5%, block) factory price including tax 3000 yuan/ton. Liaoning heavy burned magnesia (MgO≥90%, block) mainstream price 1550 yuan/ton, medium grade magnesia (MgO≥94.5%, block) mainstream price 2700 yuan/ton, high purity magnesia (MgO≥96.5%, block) 3300 yuan/ton. In April, the price of heavy burned magnesia in Liaoning floated 50 to 100 yuan from the end of last month, 95 medium grade magnesia floated 100 yuan, and the price of high purity magnesia increased by about 100 yuan.
Fourth, the price of refractory products is relatively stable or rising.
According to the tracking statistics of the China Refractory Industry Association and the window network of resistant materials, in the first quarter, the factory price of magnesia carbon brick (Mt-14A) including tax is 5500 yuan/ton; The mainstream factory price of ordinary magnesia-calcium brick including tax is 3500 yuan/ton; Directly combined magnesia-chrome brick factory price including tax 4300 yuan/ton; Henan high aluminum brick (LZ-75) factory price including tax 3500 yuan/ton. The overall price of refractory products in the first quarter increased significantly year-on-year.
Fifth, the import and export of main refractory products increased year-on-year.
According to customs statistics, from January to March, the total import and export trade of refractory raw materials in the country was 937 million US dollars, an increase of 16.46% over the same period last year. The total export of refractory raw materials in the country was 1.5901 million tons, an increase of 10.40%. Among them, the export volume of refractory raw materials was 1.1687 million tons, an increase of 7.76%; The export volume of refractory products was 421,400 tons, an increase of 18.46%. In terms of export prices, the export volume of sintered magnesia and light burned magnesia decreased by 1.76% and 24.42%, respectively, but the export price was relatively stable. The export volume of fireclay, fused magnesia and white corundum increased significantly, and the average export price increased slightly. The export volume of alkaline products increased by 25.48%, but the average export price decreased by 7.63%. The export volume of aluminum-silicon products increased by 7.01% year-on-year, and the average export price increased by 8.67%; The export volume of other refractory products increased by 12.90% year-on-year, and the average export price increased by 10.59%
Sixth, the transmission effect of rising raw material prices began to appear.
In the first quarter, due to the rise in raw material prices from the fourth quarter of last year, the upward pressure on the cost of refractory products has risen significantly, and the factory price of refractory products in the first quarter has been raised to a certain extent, and the rising price of some products has been accepted by users in the downstream industry, and the transmission effect of rising raw material prices has begun to appear. However, by the end of the quarter, the price of some refractory products was still under greater cost pressure, and the transmission effect had not yet taken effect.
