輕燒鎂球行業的明天 The future of light burned magnesium ball industry

    我國是世界最大的輕燒鎂球生產、消費和出口國。我國輕燒鎂球工業支撐了鋼鐵的快速發展。但近年，受市場需求萎縮、成本大幅上升等因素影響，耐火材料企業效益下滑，前景不容樂觀。

    輕燒鎂球主要應用于鋼鐵、有色金屬冶煉等多個領域。其中鋼鐵行業是輕燒鎂球最大用戶，其消耗量占耐火材料消耗總量的60%-65%。

    近年來，隨著下游行業企業規范采購秩序，耐火材料市場向優勢企業轉移，目前是大型耐材企業之間的博弈。

China is the world's largest producer, consumer and exporter of light-burned magnesium balls. China's light-burned magnesium ball industry has supported the rapid development of steel. However, in recent years, due to factors such as shrinking market demand and sharply rising costs, the efficiency of refractories companies has declined, and the outlook is not optimistic.

     Light-burned magnesium balls are mainly used in many fields such as steel and non-ferrous metal smelting. The steel industry is the largest user of light-burned magnesium balls, and its consumption accounts for 60% -65% of the total consumption of refractory materials.

     In recent years, as the downstream industry enterprises regulate the procurement order, the refractory market has shifted to advantageous enterprises, and it is currently a game among large refractory enterprises.

    2015年，受國內鋼鐵等下游產業低迷狀態影響，特別是基建用耐火材料需求量下降的影響，我國耐火材料產量為2797.15萬噸，同比降低4.48%.

主要下游行業受產能過剩影響，市場供需矛盾突出，低價格、低效益的局面短期內難以改變，且其產品的市場需求都已進入峰值弧頂區。
　　隨著耐火材料技術進步，性能提高，單位產品耐火材料消耗將逐步降低。耐材協會調研結果表明，我國鋼鐵行業整體承包采購方式下的噸鋼耐火材料消耗已下降到15千克，但我國噸鋼耐火材料消耗與國際先進水平還有很大的差距。
　　因此，在國內下游行業產能過剩、技術進步使單位耐火材料消耗降低等多重作用下，國內耐火材料需求將呈現總體趨降的波動運行走勢。

In 2015, due to the downturn in domestic downstream industries such as iron and steel, especially the decline in the demand for infrastructure refractories, China's refractory output was 27.971 million tons, a year-on-year decrease of 4.48%.

The main downstream industries are affected by overcapacity, the contradiction between market supply and demand is prominent, the situation of low prices and low benefits is difficult to change in the short term, and the market demand for its products has entered the peak arc top zone.

With the advancement of refractory technology and performance, the consumption of refractories per unit product will gradually decrease. According to the investigation results of the Refractories Association, the consumption per ton of steel refractory under the overall contract procurement method of China's steel industry has dropped to 15 kg, but there is still a large gap between the consumption of ton steel refractory in China and the international advanced level.

Therefore, under the multiple effects of overcapacity in the downstream industries in the domestic industry and the reduction in unit refractory consumption due to technological progress, the domestic demand for refractory materials will show a downward trend in general fluctuations.