A few days ago, "Ceramic Information" continuously reported that the price of raw materials in the ceramic industry continued to skyrocket, triggering a wave of price increases for ceramic tiles (for details, see: It's going crazy! Coal prices soared by nearly 50%, and ceramic tiles in many production areas collectively increased their prices; hundreds of companies The ceramic factory announced a price increase! The most violent ceramic tile price increase in 2021 is coming), which has attracted widespread attention inside and outside the industry.
On May 18, the price increase of ceramic tiles attracted the attention of CCTV. CCTV-2 spent nearly 9 minutes in the "Zundian Finance" column broadcast at 16-17 pm on the 18th, reporting on the recent increase in ceramic tile prices, the expansion of production by major ceramic manufacturers, and the extension of the boundaries of ceramic products. A series of ceramic industry development status.
CCTV Pays Attention to One
Costs have skyrocketed, and ceramic tile prices in many production areas have collectively increased
In the report, CCTV-2 Financial Channel titled "Ceramic Industry Survey: Soaring costs, shortage of raw materials, collective price increase of ceramic tiles in many production areas" pointed out that "Since the beginning of this year, the price of raw materials has soared, which is closely related to ceramic production. Various chemical raw materials, steel, cartons, etc. are also rising rapidly. The prices of some materials have even reached record highs. The substantial increase in production costs has forced many ceramic companies to successively increase the prices of some ceramic tile products."
To this end, CCTV reporters learned through interviews that the prices of raw materials required for ceramic tile production have risen sharply. The current copper price has exceeded 75,000 yuan per ton, and the prices of non-ferrous metals such as cobalt blue and chrome green have doubled.
The CCTV report also pointed out from the perspective of fuel that the prices of coal and natural gas have also increased to varying degrees. CCTV reporters learned that "6,000 kcal coal in Yulin, Shaanxi Province has increased from 530 yuan/ton at the beginning of this year to 960 yuan/ton on May 13", an increase of 81.13%; for those who have implemented "coal to gas" "For ceramic companies, the average price of my country's LNG market since the beginning of 2021 is 4,498 yuan/ton, a year-on-year increase of 19.72%.
Not only are the prices of raw materials rising, there are also shortages of some raw materials. For example, the supply of raw ore required for ceramic production is becoming increasingly tight, and there is even a rush for goods. CCTV reporters learned through interviews: "Now as soon as the (raw ore) mine is opened, swarms of swarms go there. We know that there is a (raw ore) mine in Zengcheng. At that time, it was said that the price was 160 yuan/ton at the factory. Last night, someone was in the mine. Mouth 210 (yuan/ton)They all have to leave. ”
The CCTV report concluded that the price increase of raw materials has triggered a wave of price increases for ceramic tiles. Ceramic companies from all over the country have successively issued price increase notices similar to this: Due to the recent increase in raw materials, coal, cartons, chemicals and various other costs, the cost has plummeted. Increase, the prices of conventional products such as diamonds, antique bricks, and porcelain tiles will be adjusted. The price increase range is 0.15-0.5 yuan/piece, and many companies that have not yet raised prices also have plans to increase prices.
As an industry media, "Ceramic Information" has been paying attention to the price increases in the upstream and downstream of the ceramic industry this year. From February this year to the present, it has successively reported on zinc oxide, caustic soda, cartons, pigments, frit, oxidation Information disclosure on factors such as cobalt, strontium carbonate, LNG, and coal that can cause ceramic tile prices to rise has attracted industry attention and heated discussion.
Some people in the ceramics industry have analyzed that costs are rising not only in the ceramics industry but also in all walks of life, especially materials that rely heavily on imports such as iron ore and zirconium silicate. This is because my country has responded appropriately to the epidemic and its economy has The rapid recovery has led to strong domestic demand for various raw materials, causing their prices to rise sharply in the short term. However, as my country gradually eliminates backward production capacity to increase the price of finished products in response to global inflation, the prices of various raw materials will gradually no longer be controlled by others. At the same time, this also reminds ceramic enterprises that they urgently need to accelerate the pace of transformation and upgrading to avoid falling into backward production capacity. among the list.
CCTV Focus 2
Major ceramic manufacturers accelerate production expansion
Concentration further improved
Another hot spot in the ceramic industry that CCTV-2 Financial Channel is paying attention to this time is the topic of industry concentration. It pointed out in the report: "Affected by the epidemic in 2020, the ceramic industry has intensified the reshuffle, and a large number of small and medium-sized enterprises have been However, at the same time, many large-scale enterprises and advantageous enterprises have accelerated their deployment, and their expansion speed has reached a new high in recent years. ”
CCTV reporters used "ceramics" as the keyword and found on the Ali Auction Network that in 2020, "110 assets of 63 ceramic companies in my country were auctioned or sold, with a total asset valuation of more than 2.595 billion yuan." Although the auction There are many bids, but many of them are uninterested. Even if there are transactions, the prices are far lower than the listing price.
Yin Hong, secretary-general of the Foshan Ceramics Industry Association, told CCTV: "Many companies have been listed on the auction website for three to five years. For example, some time ago, a ceramics factory in Shanxi had equipment worth more than 26 million yuan. After several years, At the auction in 2016, the final sale price was over 7 million, and one-third of the price was not yet paid, because the equipment of the factory purchased was relatively old and needed to be renovated.The cost is equivalent to building new lines. ”
In addition, CCTV reporters found through Tianyancha that since 2018, "more than 100 ceramic production-related companies have withdrawn every year" in my country, and more than 150 companies have canceled their registrations in 2020, 60% more than in 2017. This trend has eased in 2021. Since the beginning of the year, more than 170 ceramic production-related companies have been newly registered across the country, and more than 60 ceramic production-related companies have been cancelled. The improvement in sales situation has led many ceramic companies in Foshan, Guangdong to start operations earlier than in previous years.
After the surge in market demand and the formation of economies of scale, ceramic companies can improve production efficiency and reduce production costs. Leading ceramic companies have begun to accelerate production capacity expansion and increase market share. Industry insiders believe that in this round of expansion, leading companies are expanding in large scale and fast, while small and medium-sized ceramic companies are not doing much, and are even shutting down and reducing production. In the competition in the existing market, they benefit from policy promotion and rapid engineering channels. Development, brand awareness and other factors, the market concentration of the ceramic industry will further increase.
Yin Hong pointed out in an interview with a CCTV reporter that the ceramic industry is going through a process of survival of the fittest. Small businesses without independent brands, channels and product innovation advantages will have smaller and smaller living spaces. On the opposite side of small businesses, Many large companies are accelerating their expansion, which makes the ceramic industry more and more concentrated. "Now there is a company worth over 10 billion, and I estimate that in the next three years there will be at least 3 to 5 companies that will also exceed 10 billion."< /p>
According to previous statistics from "Ceramic Information", from 2018 to 2020, there were a net decrease of 211 ceramic factories and 504 production lines in the country, and the reduction reached 15% of the total number of ceramic factories and production lines in the country. In sharp contrast, in the first quarter of 2021, the leading ceramic companies in the industry are accelerating their expansion and even plan to invest billions of yuan. This situation of "a diseased tree with thousands of spring trees ahead" makes ceramic people sigh, and transformation and upgrading are urgent.
CCTV focuses on three
Ceramics companies expand product boundaries
Seize a larger market share
Under the influence of various market environments, competition in the ceramic industry has shifted from an incremental market to a stock market, and some companies have also begun to expand product boundaries and gain greater market share.
CCTV pointed out that in the past few decades, ceramic tile manufacturers only sold ceramic tiles, and the design, installation, andThe paving work is undertaken by decoration companies. There is basically no after-sales service in the ceramic tile industry. Nowadays, ceramic tile companies use the delivery model of finished products to sell products and services. This not only brings convenience to consumers, but also creates opportunities for enterprises. a larger market space.
Continuous investment in innovative research and development, extending various innovative products around ceramic tiles, expanding the scope of applications, and adding new functions have also given ceramic companies new growth points. CCTV reporters learned that ceramic tile products “used to be sold only in the retail, home decoration, and real estate sectors, but now they have gone to the stone channel, the furniture channel, and the large home furnishing channel.”
(The article is reproduced from Ceramic Information)
