1. The world's major metallurgical special equipment manufacturing companies
Since the end of the last century, the global metallurgical equipment industry has experienced a series of mergers and reorganizations, and since then the industrial distribution has become highly concentrated. The supply of metallurgical equipment was once controlled by many international manufacturers. At that time, there were three main manufacturers in the world with complete metallurgical equipment production line manufacturing capabilities, namely: Germany's SMS group, Germany's Siemens VAI Group, and Italy's Danieli Group. In addition to the three major companies, the world's major metallurgical equipment manufacturing companies include: Italy's Dexing Group, Japan's Mitsubishi Hitachi Steel Co., Ltd., and Japan's Steel Equipment Technology Company. More than 50% of the global market share is controlled by the above three major metallurgical equipment companies (among them, Danieli accounts for 15%, Siemens VAI accounts for 18%, and Germany's SMS 18%), and the three major companies are all in Europe; in addition, , Japanese companies also occupy 9% of the global market share, while the remaining 40% is divided among small and medium-sized professional metallurgical equipment companies in various countries, and they can basically only provide single equipment.
2. Development opportunities for metallurgical special equipment manufacturing industry
The metallurgical special equipment manufacturing industry is a capital, technology, and labor-intensive industry. Most of the products are manufactured in single pieces and in small batches. The manufacturing cycle is long and a large amount of capital is occupied. This has formed a pattern dominated by large enterprises in the metallurgical special equipment manufacturing industry. . When China's heavy machinery industry was first formed, it was a model guided by government plans. It began to operate under the planned economic system, thus forming a competitive landscape dominated by large state-owned enterprises. Several large state-owned enterprises, including Dalian Heavy Industry Lifting Group Co., Ltd., China First Heavy Industry Group Co., Ltd., and China Second Heavy Industry Group Co., Ltd., account for one-third of the domestic market share. In recent years, the rapid development of China's automobile, shipbuilding, construction, petrochemical industry, nuclear power energy, oil and gas transportation and other fields of the national economy has driven the development of the steel and metallurgical industry, and further stimulated the rapid development of the metallurgical special equipment manufacturing industry.
In recent years, my country has continuously strengthened the scientific and technological level of the metallurgical industry and increased the market share of domestic metallurgical equipment manufacturers through structural optimization, improvement of technical standards such as energy conservation and emission reduction, and industrial reforms to eliminate backward production capacity. The development of the metallurgical industry has driven the steady growth of the metallurgical special equipment manufacturing industry.
In the "14th Five-Year Plan" Intelligent Manufacturing Development Plan, the country emphasizes "accelerating system innovation, strengthening key core technology research, accelerating the development of system integration technology, and promoting flexible cloud deployment technology. Build intelligent manufacturing around workshops, factories, and supply chains System, promote new models of intelligent manufacturing, build intelligent manufacturing factories, and accelerate the in-depth integration of information technology and manufacturing processes. "Therefore, intelligence is one of the future development trends of the metallurgical equipment manufacturing industry, and has the potential to achieve high efficiency and efficiency in the steel and non-ferrous industrial manufacturing industries. Low consumption, high quality, environmental protection and other functions.
At present, there are still some difficulties in my country's metallurgical equipment manufacturing automation technology, and there is still a certain gap in the application efficiency in equipment production compared with foreign countries. In the next step, my country will continue to carry out high-end intelligent remanufacturing with high technology content, high reliability requirements, and high added value as its core characteristics to achieve green growth in the industry. In addition, environmental protection equipment and technology are important opportunities for the development of the metallurgical equipment manufacturing industry. At present, the intensity of environmental protection management is getting stronger and stronger, especially the pressure of energy conservation and emission reduction brought by the steel industry to implement carbon peak and carbon neutrality. The environmental protection management task of the steel industry is arduous. At present, the level of my country's manufacturing industry is uneven. Many companies have not yet fully and stably discharged pollutants up to standards. There is a large historical debt in energy conservation and environmental protection investment, and energy conservation and environmental protection facilities need to be further upgraded. This will be a problem for metallurgical equipment manufacturing companies. A big opportunity.3. Analysis of scale growth of metallurgical special equipment manufacturing industry
Under the influence of the increase in global steel and non-ferrous metal production capacity and consumption, the scale of the metallurgical special equipment manufacturing industry has grown along with the growth of metal ore production. From the perspective of the domestic market, with the development of the national economy, China's automobile industry, shipbuilding industry, construction, petrochemical and other fields have developed rapidly, and the metallurgical industry has developed rapidly, thus promoting the development of metallurgical special equipment. Domestic metallurgical special equipment manufacturers have improved their comprehensive supply capabilities by improving their scientific and technological level and technical standards and eliminating backward production capacity. The gap between the import and export of China's metallurgical special equipment has gradually narrowed, and China's metallurgical special equipment manufacturing industry has gradually moved away from foreign metallurgical special equipment. dependence.4. Competitive landscape of metallurgical special equipment manufacturing industry
The current market competition in the metallurgical special equipment manufacturing industry is relatively sufficient, forming a competitive landscape in which both state-owned enterprises and private enterprises can participate in the competition. Among them, large state-owned steel companies are strong, with advanced production line technology, complete related equipment, and high-quality products but relatively high prices, such as Wuhan Iron and Steel (Group) Company Design and Research Institute, China Heavy Machinery Research Institute Co., Ltd., etc. The key to competition in the metallurgical special equipment manufacturing industry is technology competition. The most advanced metallurgical equipment manufacturers in the world are companies with technology leadership and general engineering contracting capabilities, such as Siemens VAI and SMS group. In the early stages of the construction of China's steel industry, large-scale metallurgical equipment construction projects were basically undertaken by several large foreign companies. The foreign companies assumed overall technical responsibility for the project, while domestic companies could only undertake partial subcontracting, and the output value was low.5. Analysis of upstream and downstream relationships in the metallurgical special equipment industry chain
The upstream of the metallurgical special equipment industry is large-scale casting and forging industries, and the downstream is the steel industry and equipment manufacturing industry. Metallurgical special equipment is ancillary products for the steel industry and non-ferrous metal industry. It has high requirements for production technology, production safety and product stability. Its product performance must meet the needs of the steel industry and non-ferrous metal industry.
(1) Analysis of the correlation between upstream industries and this industry
Steel is one of the important raw materials in the production of special metallurgical equipment. Any changes in it will affect the quality and cost of special metallurgical equipment. The steel industry and its development will directly affect the quality and profit levels of products in the metallurgical special equipment manufacturing industry. Raw materials such as iron ore, steel, and steel products account for a high proportion in the production costs of special metallurgical equipment products. Therefore, the fluctuation of raw material prices has a greater impact on the metallurgical special equipment industry. In addition, the technological development of casting and forging manufacturing processes will directly affect the production quality of metallurgical equipment products.(2) Analysis of the correlation between downstream industries and this industry
The metallurgical special equipment manufacturing industry provides smelting, rolling and related auxiliary equipment for the steel industry. Its main downstream industries are the steel industry and equipment manufacturing industry, so its customer groups are mainly steel mills, machinery and equipment manufacturers and other enterprises. At the same time, metallurgical equipment will also be used in non-ferrous metal production and some coal surplus coking enterprises. The output of the steel industry and the development of industries with large demand for steel will directly affect the development of the metallurgical special equipment manufacturing industry.
To sum up, the special equipment manufacturing industry is a typical demand-driven downstream industry, and its development is closely related to national macro policies, fixed asset investment, and the development status of downstream industries. In recent years, my country has continuously strengthened the scientific and technological level of the metallurgical industry and increased the market share of domestic metallurgical equipment manufacturers through structural optimization, improvement of technical standards such as energy conservation and emission reduction, and industrial reforms to eliminate backward production capacity. The development of various fields of the national economy has driven the development of the steel and metallurgical industry, and further promoted the rapid development of the metallurgical special equipment manufacturing industry.
For more industry information, please refer to Puhua Youce Consulting's "2024-2030 Global and China Metallurgical Special Equipment Industry Development and the 15th Five-Year Plan Research and Analysis Report". Puhua Youce Consulting also provides industry research reports, industry chain consulting, and projects. Feasibility report, specialization and new little giant certification, market share report, 14th Five-Year Plan, post-project evaluation report, BP business plan, industry map, industry planning, blue and white paper, national-level manufacturing individual champion enterprise certification, IPO fundraising feasibility study, IPO working paper consultation and other services.