The production line of aluminum profile extrusion equipment involves a lot of supporting equipment, and the domestic market is relatively scattered. Most enterprises mainly manufacture a single equipment, do not have the supporting services and system integration capabilities of the whole production line, and the level of equipment automation is not high. With the expansion of the application range of aluminum profiles, customers have higher and higher requirements for the molds and equipment produced by the supporting upstream enterprises, and put forward higher requirements in terms of structure precision and functional diversification. Therefore, integrating research and development, Enterprises that integrate design, production and service capabilities and can provide customers with a package of technical solutions are more likely to win the favor of customers. The degree of customization of aluminum profile extrusion die products is relatively high, and the product specifications vary greatly. There are also differences in die thickness and structure under the same diameter. Therefore, the production capacity occupied by the production unit product varies greatly. Under the same production capacity, the difference in product structure will lead to fluctuations in the number of production mold sets, and the corresponding relationship between production capacity and output is greatly disturbed by product complexity and product structure. Aluminum profile extrusion supporting equipment belongs to metal forming equipment.
1. Industry competition pattern
In terms of international competition, the production of domestic aluminum profile extrusion dies and extrusion supporting equipment started relatively late, while developed countries in Europe and the United States have a relatively high degree of technology leadership, large continuous R&D investment, advanced process design concepts, and a high degree of information automation in production , The products manufactured have obvious advantages in terms of service life, stability, reliability, and precision. But on the other hand, due to labor costs, labor relations, market demand and other factors, foreign companies have certain disadvantages in terms of operational efficiency. With the sustained and healthy development of the domestic economy and the continuous increase in infrastructure investment, the abundance of downstream application fields and the continuous growth of product demand have provided a huge market foundation for domestic enterprises, providing a guarantee for continuous increase in R&D investment and process improvement . In general, the gap between domestic enterprises and foreign enterprises continues to narrow.
In terms of domestic competition, in the field of aluminum profile extrusion dies, extrusion supporting equipment and precision mechanical parts, there are many and scattered enterprises, and the market concentration is low. Most enterprises are small in scale, low in technology and equipment, constrained by factors such as talents, technology, technology, capital, and customer resources. The homogeneity of their low-end products is obvious, and their high-end products and new product development capabilities are insufficient. The overall quality stability is insufficient, the variety structure is relatively single, and the one-stop supporting service ability is weak, so that brand competitiveness cannot be formed. At the same time, a small number of domestic leading enterprises have large production scales, continuously improve the flexibility and automation of production equipment, continue to strengthen R&D investment, and extend one-stop supporting services. They have outstanding competitive advantages in the mid-to-high-end application market, and their market share is increasingly towards these companies. Concentration of leading companies.
2. Technical level and technical characteristics of the industry
Die manufacturing is a comprehensive subject, especially aluminum profile hot extrusion die technology, which involves a wide range of technologies and has strict requirements on product quality, and adopts various technical means, which is a complex system engineering. The aluminum profile extrusion die industry often needs years of first-line experience to cultivate qualified talents. Technology and talents often determine the technological advancement, quality and production efficiency of products, and are the key to enterprise competition.
At present, there are a large number of enterprises in my country's aluminum profile extrusion supporting equipment manufacturing industry, the scale of enterprises is relatively small, and the investment in research and development and equipment is insufficient, so the overall level of automation in production is not high. In recent years, as downstream customers have higher and higher requirements for the precision of aluminum profile extrusion equipment, and the integration of resources in downstream industries has gradually increased, large-scale enterprises in the industry are moving towards high precision, high production efficiency, high Stability, low energy consumption materials and other directions of development, and then greatly improve the automation level of aluminum extrusion equipment.
3. Opportunities facing the industry
(1) Industrial policy support
In recent years, my country has promulgated the "Guiding Opinions on Accelerating the Strengthening of Industrial Foundation", "High-end Intelligent Remanufacturing Action Plan (2018-2020)", "Three-year Action Plan for Enhancing Manufacturing Core Competitiveness (2018-2020) " and a series of important policies to encourage and support the development of manufacturing industries including the mold industry and metal processing machinery industry. In addition, a series of related policies such as the "Notice on Accelerating the Guiding Opinions on Accelerating the Structural Adjustment of the Aluminum Industry", "The 13th Five-Year Plan" Special Plan for Scientific and Technological Innovation in the Field of Materials, and the "Guiding Catalog of Key Products and Services for Strategic Emerging Industries (2016 Edition)" Policies and plans such as the "Medium and Long-term Development Plan for the Automobile Industry" and "Implementation Plan for Promoting the Update and Upgrade of Key Consumer Products and the Unimpeded Recycling of Resources (2019-2020)" have promoted the promotion of the aluminum profile processing industry. The development of the downstream application industry of profiles has further expanded the terminal application market of aluminum profile extrusion dies and equipment products.
The "Nonferrous Metals Industry Development Plan (2016-2020)" compiled and issued by the Ministry of Industry and Information Technology proposed the main line of China's nonferrous metals development during the "13th Five-Year Plan" period, namely structural adjustment and expansion of market demand. In the future, the structural adjustment of China's aluminum profile industry and the growth of market demand are expected to continue to provide a broad market development space for the aluminum profile market. Benefiting from this, the aluminum profile extrusion die and equipment industry has a good development prospect.
(2) Downstream demand continues to be strong, and there is broad space for aluminum substitution
Because aluminum and aluminum alloys are light in weight and easy to process into various shapes, the demand for them in downstream industries continues to increase, and they have huge substitution space in many fields. In the field of construction, "saving wood with aluminum": Aluminum alloy door frames and curtain walls have been widely used in the construction industry, saving a lot of wood resources. In the field of transportation, "replacing steel with aluminum": supporting facilities of rail transit and high-speed railways have generally used aluminum products instead of steel, and the demand for aluminum profiles continues to increase.
In emerging fields, the application space of aluminum profiles is also very broad. In terms of automobile lightweight, the increase in the production of new energy vehicles and the development of the "lightweight" trend of traditional automobiles have led to a substantial increase in the demand for aluminum alloys for automobiles. In the new energy industry and consumer electronics industry, the penetration rate of aluminum alloy materials is also increasing. The wide range and large-scale application of aluminum profiles provide strong support for the sustainable development of the industry.
(3) The improvement of innovation ability and technical level promotes the progress of the industry
Through years of development and accumulation, the industry has overcome many design and manufacturing technical difficulties, and the performance of some products has reached the international advanced level. The continuous increase in innovation capabilities and the continuous upgrading of core technologies will effectively promote the continuous progress and development of the industry. At the same time, the rapid development of downstream industries and application fields has put forward higher and higher requirements for aluminum extrusion dies and equipment manufacturing technology. Development trends such as precision, intelligence, and lightweight will also promote continuous innovation and technological progress in the industry .
4. Development trend of the industry
(1) The market share of leading companies has increased, and the industry concentration has gradually increased
At present, the aluminum profile extrusion die and aluminum profile extrusion supporting equipment industry is dominated by small and medium-sized enterprises, with a large number and a low industry concentration. With the continuous growth of demand for high-end downstream applications such as automotive lightweight, consumer electronics, and rail transit, leading companies in the industry are increasing R&D investment while cultivating existing customers, accelerating the automation upgrade of production lines, improving the level of new product development, and continuously enhancing multi-spec products. , The one-stop supporting service capability of the whole production line, so as to occupy the new market share, while the small enterprises with low technology level, weak technology development ability and poor service ability will be gradually eliminated, and the market resources will be concentrated to the advantageous enterprises in the industry.
(2) The domestic low-end market is relatively saturated, and the pace of localization in the mid-to-high-end market is accelerating
Compared with international leading enterprises, there are a large number of domestic aluminum extrusion dies and equipment manufacturers, but most of them mainly produce low-end products due to limited equipment level and R&D investment, with a relatively single variety, and it is difficult to meet the continuous upgrading of downstream enterprises. Market demand. In recent years, some domestic leading manufacturers of aluminum profile extrusion dies and equipment have introduced foreign advanced production equipment and technology, and at the same time strengthened independent technology research and development and production process innovation, improved the automation level of production lines, and improved product accuracy and stability. , compete with international manufacturers in an all-round way in the mid-to-high-end market, and continuously realize the import substitution of mid-to-high-end products.
(3) Manufacturing is developing toward automation and intelligence, and production efficiency is greatly improved
With the in-depth application of information management technologies such as CAD/CAE/CAM integration technology and 3D design technology in the machinery manufacturing industry and the development of Internet of Things technology, mold manufacturing companies will improve their new technology integration capabilities and software capabilities in the production and design process in the future. Hardware integration capabilities promote the development of production and manufacturing in the direction of automation and intelligence, thereby improving mold processing efficiency and manufacturing accuracy.
On the basis of the existing technical level and manufacturing capacity, the aluminum profile extrusion supporting equipment industry is gradually realizing the upgrade of high efficiency, automation and intelligence through the comprehensive application of communication technology, big data and Internet of Things technology, and comprehensively improving products Design ability, production process control ability.
(4) Respond quickly to market demand and enhance customized R&D and design capabilities, becoming an important factor in competition
For aluminum profile extrusion dies and accessories, aluminum profile extrusion supporting equipment and precision mechanical parts, it is usually customized production for the actual needs of customers. In recent years, with the expansion of downstream application fields such as photovoltaics, wind power, automotive lightweight, and consumer electronics, product updates have been accelerating. In the process, upstream companies need to deeply understand product characteristics and customer needs, participate in customer initial research and development, and shorten R&D cycle, speed up production and service response, improve product quality stability. Therefore, the ability to carry out simultaneous R&D, design, and manufacturing in the face of customer and market demand has become an important indicator to measure the market competitiveness of an enterprise.
5. Challenges faced by the industry
(1) Industry concentration is low and competition is fierce
The number of enterprises in the industry is large and the scale is small, and the market concentration is not high. Affected by scale limitations and service radius, most companies lack high-end competitiveness such as customer service and brand operation, and usually do not pay attention to R&D investment and technology upgrades, resulting in obvious low-end characteristics of products, so they often use low-price strategies. Competition, or sacrificing product quality for short-term benefits, has affected the improvement of mid-to-high-end market efficiency to a certain extent.
(2) Limited financing channels for enterprises
The industry has high technical requirements and rapid equipment updates. Enterprises in the industry need to continue to invest in technological innovation and production line replacement. However, at present, most of the enterprises in the industry are small and medium-sized enterprises, and the scale is generally small, which leads to the common problems of financing difficulties and high financing costs. Subsequent developments have adverse effects.
6. Barriers to entry into the industry
The number of enterprises in the industry is large and scattered, the industry concentration is low, the homogeneity of low-end products is obvious, and the quality stability and reliability are poor. In the mid-to-high-end market, manufacturers rely on years of technology accumulation, talent reserves, continuous R&D and equipment investment, and provide one-stop supporting services on the basis of long-term and stable customer cooperation, which makes customers more sticky, thus attracting new customers. Entering the enterprise constitutes a high barrier, the main situation is as follows:
Based on the continuous expansion of downstream market applications and customer needs, leading companies in the industry continue to develop new products and expand new application fields. The main products drive the sales of new products, thereby providing one-stop supporting services, further consolidating the foundation of cooperation, and raising the entry threshold for the mid-to-high-end market.
(1) Technical barriers
The industry is highly practical, and mid-to-high-end products put forward high requirements for development and design capabilities, index accuracy, and quality stability. Manufacturers need to accumulate long-term practical experience and production applications in manufacturing technology, quality control, and online debugging. Master the core technology. Enterprises with leading technologies in the industry can further optimize the original technology by continuously accepting orders, meet new needs of customers through continuous new product development, and then form new processes and methods, and constantly build high technical barriers. Master the core technology of production. Therefore, higher comprehensive technical requirements constitute a higher technical barrier in the industry.
(2) Talent barriers
The quantity and quality of professional and technical personnel is an important guarantee for the strength of the enterprise, and it is also one of the key factors for the enterprise to obtain customer recognition, which determines the scale of the enterprise's future development. With the innovative application of technological processes, the accelerated pace of technological innovation, and the improvement of production automation and informatization, enterprises in the industry must form a team of technical personnel with profound professional background, rich practical experience, and outstanding R&D and innovation capabilities in order to be able to develop in the industry. Stay ahead of change.
At present, the supply of professional talents with both practical experience and theoretical knowledge is relatively scarce in this industry, mainly relying on the internal training of enterprises. Leading companies that have been cultivating the industry for a long time have established a mature talent training mechanism and talent echelon through continuous technology accumulation and market precipitation. For new entrants in this industry, especially those companies lacking scale advantages and production experience, it is difficult for them to build a talent team with a reasonable professional structure in a short period of time and always ensure the stable development of the talent team. Therefore, there are certain talent barriers in this industry.
(3) Funding barriers
Due to the objective needs of production line purchase, plant construction and daily operation, there are higher requirements for the supporting capital strength of manufacturers in the industry. In particular, some equipment is highly specific, and driven by technological innovation and customer demand, equipment replacement is faster, requiring continuous capital investment to ensure the improvement of product performance and production efficiency. If new entrants do not have a certain amount of capital accumulation, it will be difficult to adapt to the market competition in this industry. Therefore, there are high capital barriers in this industry.
(4) Customer barriers
Aluminum extrusion dies and equipment products have significant customization features, and are mainly used in construction/industry/rail transit/wind power equipment/construction machinery and other fields. In the mid-to-high-end market for the above-mentioned fields, large domestic and foreign enterprises will conduct a long-term investigation on their technical development capabilities, product accuracy, quality stability, large-scale supply capabilities, and after-sales service response before confirming suppliers. . Based on the status quo of the industry, when the cost of supplier replacement is high, once the manufacturer enters the customer's supplier system, it usually establishes a long-term and stable cooperative relationship with the customer.