"The raw material industry is the basic industry of the national economy, including steel, petrochemical, non-ferrous metals, building materials and other industries. It has a significant supporting role in the national economy, people's livelihood, and major projects. After decades of development, China's raw material industry has entered the improvement of quality and efficiency. , Relatively stable development stage, in 2019, the operating income of the raw material industry accounted for 31% of the above-scale industries. During the "14th Five-Year Plan" period, the output of main products increased and decreased, the growth rate of the raw material industry slowed down, and the raw material industry served as an industrial stabilizer. The role will be more prominent." Xiao Jinsong, director of the Materials Industry Research Institute of China Electronics Information Industry Development Research Institute, made a report entitled "Prospects and Countermeasures for the Development of Raw Materials Industry in the "14th Five-Year" at the first CCID Industry Economic Forum. (Hereinafter referred to as "Report").
 
The industrial structure continues to optimize
my country is a large country of raw materials, and the output of various products ranks first in the world.
“As the world’s largest producer of chemicals and the second largest producer of petrochemical products, China has the world’s largest output of about 20 bulk chemical products. Among the 22 major steel products, China has 17 steel products with a self-sufficiency rate. 100%, crude steel output accounts for 53.3% of world steel output. From commonly used non-ferrous metals to rare rare earth metals, China can produce up to 64 kinds of non-ferrous metals. In addition, China’s bulk building materials such as cement, flat glass, building sanitary ceramics, etc. The global production accounted for nearly 60%." Xiao Jinsong introduced.
Looking back at the "13th Five-Year Plan" period, my country completed the 150 million tons of steel capacity reduction target two years ahead of schedule, and the production capacity of over 100 million tons of "local steel" was fully cleared; the contradiction of overcapacity of traditional chemical products such as urea and caustic soda was alleviated; New production capacity such as aluminum has been effectively controlled; the concentration of the building materials industry has increased significantly.
In view of the development trend of my country's raw material industry in the next five years, Xiao Jinsong made two major predictions. First, the output of main products has increased and decreased. Driven by the slow recovery of the international economy and the steady growth of the domestic economy, the output of products in short supply such as ethylene and propylene will continue to expand. At the carbon peak and carbon neutral target node, crude steel production will decline year-on-year. Second, the growth rate of the raw material industry has slowed down. The raw material industry has entered a stage of high-quality development and no longer simply pursues scale growth, and market demand for some products may reach an inflection point.
During the "14th Five-Year Plan" period, it is expected that the contradiction of overcapacity in traditional chemical products, steel, electrolytic aluminum, etc. will be further resolved, and the concentration of chemicals, steel, nonferrous metals, building materials and other industries will further increase; new chemical materials, green building materials, high-performance steel materials, etc. With the increase in support capacity, the output value of the new material industry will increase as a proportion of the raw material industry; the self-sufficiency rate of basic petrochemical products will also increase.

Regional layout becomes more reasonable
Xiao Jinsong said that from the analysis of regional layout, my country's steel mergers and acquisitions have made progress in recent years; in petrochemical and chemical industries, the development trend of park, base, and intensification is obvious. According to the data of the Petrochemical Planning Institute, as of the end of 2019, about 60% of my country's The output value of the petrochemical industry comes from the chemical park or base;
Positive progress has been made in the relocation of hazardous chemicals: more than a thousand hazardous chemical production enterprises located in densely populated urban areas and riverside areas have completed the relocation and transformation; part of the electrolytic aluminum production capacity in the non-ferrous industry has been transferred to Inner Mongolia, which is rich in hydropower and wind power resources; the building materials industry The concentration has increased significantly, with the industry concentration of the top 10 cement and flat glass companies reaching 64% and 60% respectively.
"It is expected that during the "14th Five-Year Plan" period, the petrochemical and chemical industry will continue to promote the development of parks, and the level of intensification will be further improved; the steel, nonferrous, building materials and other industries will further merge and reorganize." Xiao Jinsong said.
In terms of investment, the overall investment growth rate of my country's raw material industry has slowed down in the past five years. Xiao Jinsong said that during the "14th Five-Year Plan" period, considering the slow recovery of the international economy, the steady development of the domestic economy, and the consolidation of overcapacity results are still the focus, the growth rate of investment in the raw material industry is expected to slow further.
In terms of import and export, Xiao Jinsong predicts that the import and export of my country's main raw material products will show different trends during the 14th Five-Year Plan. With the slow recovery of the international economy, exports will increase due to the "Belt and Road" initiative, RCEP, and the China-Europe Investment Agreement. The steady growth of the domestic economy may also promote imports.
 
Enhance technological innovation capabilities
The report also puts forward the development priorities of my country's raw material industry during the "14th Five-Year Plan" period.
One is to enhance technological innovation capabilities. Focusing on key core technologies, common basic technologies, and cutting-edge technologies, give play to the advantages of the new national system, improve innovation facilities, enhance basic industrial capabilities, promote the cross-integration of new-generation information technology, big data, cloud computing, etc. with material technology, and promote downstream and upstream collaboration Innovation.
The second is to continue to consolidate the results of capacity reduction. Refine the production capacity reduction policy to achieve precise implementation: In January 2021, the Ministry of Industry and Information Technology issued a new version of the implementation measures for capacity replacement in the steel, electrolytic aluminum, and cement glass industries. In the next step, it is necessary to study the inflection point of the market demand for major raw material products such as steel, nonferrous metals, chemicals, building materials, and do a good job in capacity peak research; strengthen the early warning of market-oriented excess capacity, products, prices and other information; gradually use quality, environmental protection, and safety And other market-oriented means to adjust production capacity.
The third is to promote industrial optimization and upgrading. Promote the high-end development of the traditional materials industry, improve product quality and optimize product structure in chemicals, steel, nonferrous metals, building materials, etc.; vigorously develop new material industries, enhance key strategic material security capabilities, and accelerate research and development of cutting-edge materials; improve corporate ecology and cultivate world-class companies Group, professional backbone enterprise, single champion enterprise.
The fourth is to promote the optimization of industrial layout. In coordination with major national regional strategies, promote the adjustment and optimization of the layout of the raw material industry in the Beijing-Tianjin-Hebei region, the Yangtze River Economic Belt, the Guangdong-Hong Kong-Macao Greater Bay Area and other regions. Relying on the original industrial clusters or bases in the raw material industry, create a raw material manufacturing industry cluster with global influence. The Yangtze River Delta region: metal materials, advanced polymer materials; electronic information materials, new energy materials, and biomedical materials in the Tianjin-Hebei region; central region: iron and steel, non-ferrous metals, building materials, chemicals, etc.; western region: rare metal materials, rare earth functional materials; Northeast China: rare metal materials, rare earth functional materials, etc.
The fifth is to accelerate the development of green transformation. Research and formulate the timetable and task decomposition of the carbon peak plan, carry out research on carbon emission reduction and carbon neutralization technology, promote the implementation of relevant energy-saving emission reduction policies, promote the application of green building materials and green buildings, and increase the comprehensive utilization rate of phosphogypsum.
The report recommends accelerating the development of digitalization and safety, improving policies and supporting systems, accelerating digital practice, and improving the level of safe production. Strengthen the safety construction of the industrial chain supply chain, sort out the supply chain of key materials and the industrial chain: clarify supply channels, key enterprises, upstream and downstream relationships, etc. Clarify the strengths and weaknesses of the supply chain and industrial chain: Analyze the domestic and foreign situation and market demand, analyze the long and short lengths of the supply chain of my country’s raw material industry, forging long plates, and make up for short plates. Construction: Enhance resource guarantee capabilities and strengthen the special equipment required for material production. Research and development of key components, instruments and meters, strengthen the research and development of core raw materials and special software, etc. Strengthen the monitoring of key links in the supply chain: strengthen risk monitoring on weak links, do a good job of reserve guarantees, and strengthen the safety construction of the industrial chain supply chain.
In addition, the report also recommends strengthening foreign exchanges and cooperation. With the help of "One Belt One Road" strategy, "Regional Comprehensive Economic Partnership Agreement", China-Europe Investment Agreement, etc., strengthen all-round cooperation in the field of raw materials technology, talents, capital, management experience, etc. to promote the "going global" of raw materials, equipment, and related standards, and encourage raw materials Enterprises establish R&D centers and sales centers overseas. Attracting global resources with the domestic cycle: introducing innovative talents, innovative teams, innovative institutions, high-tech, etc., attracting advantageous raw material enterprise groups, and launching overseas financing.

Article information source-China Industry News



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