Glass-ceramics suppliers in the domestic market can basically be divided into two camps: imported plates represented by German Short, Japanese NEG, French Ou Kai special glass and other enterprises; Domestic plates represented by Kanger, Daxiang and Cody. Although the composition of the two kinds of plates is basically the same, the imported plates are much better than the domestic plates in performance, and the price is also higher, and there is basically no overlap in positioning. Due to the rapid expansion of the domestic induction cooker industry in recent years, the output of domestic glass-ceramic panels has increased greatly, while the market share of imported panels has been shrinking due to the high price, and currently it only accounts for a small market. This paper only analyzes the supply and demand of domestic plate market. {HotTag}
Market demand and supply situation
In p>24 and 25, the supply of glass-ceramics in China was very tight, and the limited production capacity of the industry encountered a blowout market growth. Especially in the market peak season in September, the supply of glass-ceramics was very tight, and it was hard to find a board. As a result, professional "flip-flop households" appeared in the glass-ceramics market, and the economic benefits were very considerable.
In p>25, the production capacity of glass-ceramics industry in China continued to increase substantially. The industries such as induction cookers, microwave ovens and gas-electricity dual-energy stoves digested (including inventory) 32-35 million pieces of glass-ceramics, among which induction cookers (stoves) were the biggest users of glass-ceramics. In 25, the total output of domestic black crystal plates was 15 million pieces (including inventory and defective products), of which Kanger accounted for 55%, Daxiang accounted for 3% and other enterprises accounted for 15%. In 25, the total number of white boards reached 2 million (including inventory), of which Daixing's production capacity was 4%, Kanger's 2%, Daxiang's 25%, and Cody and Xinyunlai accounted for about 15%.
In p>26, the raw materials for producing glass-ceramics increased by more than 3%, and some raw materials even increased by more than 2 times. The biggest headache for enterprises was that lithium carbonate, one of the main raw materials for producing glass-ceramics, was out of stock recently. As a raw material for battery materials, special glasses, ceramic additives and various lithium compounds, China also produced some lithium carbonate, but its production capacity was limited, and lithium carbonate was basically imported from abroad. The main producing countries are Chile and Australia. The price of lithium carbonate, the main raw material for producing glass-ceramics, rose from 3, yuan per ton in 24 to 4, yuan per ton in January 26, and even reached 6, yuan per ton in May. Not only is the price rising, but also the supply is seriously insufficient. Enterprises that produce glass-ceramics often have money but can't buy the goods. In addition, the transportation cycle of lithium carbonate is too long, which also restricts the development of glass-ceramics industry. It takes half a year to transport lithium carbonate from Chile and Australian producing countries to Tianjin Port in China and Yantian Port in Shenzhen.
supplier information
Wenzhou Kanger Glassware Co., Ltd.: Kanger Company is the largest glass-ceramics supplier in China at present, with 5 kilns and 9 crystallization furnaces. In 25, the production and sales volume was 12 million to 14 million pieces. In the second half of 26, Kanger's 45m2 new kiln was put into trial production, and it is estimated that the production and sales volume of Kanger Company will be 2 million to 2 million pieces in 26.
Huzhou Daixing Electrical Products Co., Ltd.: It is the earliest enterprise in China to develop and produce glass-ceramics. At present, it has 4 kilns and 9 crystallization furnaces, and only produces ordinary white boards, with a daily processing capacity of 4, pieces. In 25, the total output of Daixing Company reached 8 million pieces. At the end of April 26, Daixing transformed the kiln used to produce black crystal plates and started trial production. In October, No.5 kiln was put into operation, and it is expected that it will be 2.
Huzhou Daxiang Glass-Ceramics Technology Co., Ltd.: Daxiang Company has decades of technical background in the production of glass-ceramics and is a Taiwan-funded enterprise with a glass-ceramics production line integrating melting and crystallization, with high product quality. In 25, the total production and sales volume was 5 million to 6 million tablets (including digesting the inventory in 24). In June 26, the No.2 kiln began to debug a molding experiment. In August, the No.3 kiln was started, and it is expected that Daxiang's production will tend to be normal in the peak season of sales in 26, and its output will double.
Guangdong Puning Cody Glass-Ceramics Co., Ltd.: It is the only glass-ceramics enterprise located in Guangdong in China. Cody now has 3 kilns and 4 crystallization furnaces, with a production and sales volume of about 3 million to 4 million pieces in 25. In June 26, the new kiln was put into trial production, with good results.
others include domestic glass-ceramics enterprises such as Jiangsu Wuxi Xinyunlai, Guilin Dihua, Huzhou Changxing Novotel and Inner Mongolia Jingniu.
foreign glass-ceramics enterprises mainly include Japan's NEG, Schott household glass, Ou Kai's special ceramics and Japan's MIYAWO.
CERAN (Ceran Black Crystal Board) produced by Short Co., Ltd. is a black panel specially developed for kitchen use. Schott Glass Technology (Suzhou) Co., Ltd. is responsible for the crystallization, printing and cutting of German Schott glass-ceramics in China. Since 22, Ceylon black crystal plate has mainly occupied the share of high-grade products in China, and its sales volume in 25 was about 6, ~ 8, pieces. Ceylon black crystal plate has the characteristics of high thermal conductivity and low thermal expansion, and is resistant to daily wear. Its smooth, non-porous surface is very easy to clean.
NEG (Nippon Electric Nitrosol) has not set up a factory or an independent operation organization in Chinese mainland, and its agent in China market is in Hongkong. Since 1999, it has been an important supplier of glass-ceramics in China. In 25, less than 2.5 million pieces of glass-ceramics were sold in China market. It is predicted that in 26, the sales volume of NEG in China will be greatly reduced due to the sharp decline in the sales volume of the main shallow dish.
Guangzhou Ou Kai Special Ceramics Co., Ltd. is a glass-ceramic processing enterprise jointly invested by EUROKERA and Saint-Gobain in Guangzhou, and it is an important competitor of Short in the world. At the end of 25, China market was first tried, and from 26, it competed for high-end share.
Japanese MIYAWO is limited by its production capacity, and the sales volume of this product has not been effectively enlarged since it entered China for several years. At present, the production base of this product has been moved to Malaysia, so the production and sales volume will increase and the price will decrease in 26.
development trend
in p>26, the tight supply situation of glass-ceramics eased, the price of black crystal board decreased, and the price of whiteboard increased. As many glass-ceramics enterprises have increased the production capacity of black crystal plates, the supply exceeds demand, forcing the profit of black crystal plates to shrink sharply, and the market price is expected to be lowered to about 3 yuan per plate in the peak season of 26. In the second half of 25, the price of white boards returned to a profitable level, and the prices of A, B and C remained around 16, 17 and 18 yuan per board.
the market demand shows differentiated growth. For example, Kanger's newly-launched shallow black crystal products have a good market effect. The price of this product is nearly 5% higher than that of ordinary black crystal plates, and it is estimated that the output in 26 will exceed 4, pieces. In 27, it is expected that more enterprises will adopt shallow black crystal products, and the sales volume will be even greater.
In addition, the introduction of national standards has an important impact on the industry, such as impact resistance and other indicators will be more demanding. This is undoubtedly a wake-up call for some small family-owned enterprises, and the industry will slowly move towards standardization, at the same time, it will also accelerate the reshuffle of the industry.
in view of these market conditions, in order to prevent the shortage of glass-ceramics in peak season, many enterprises have strengthened their contact with upstream suppliers. For example, Dongmen subsidiary has established good cooperative relations with Wenzhou Kanger, Daxiang, Daixing, Cody, Dihua and other glass-ceramics manufacturers, and paid in advance in off-season to support their expansion plans and solve the bottleneck of funds, so as to stabilize the supply of glass-ceramics in peak season.
But overall, with the rapid development of the induction cooker market, the production capacity of the supporting glass-ceramics factory and subsequent processing enterprises can't meet the market demand. At present, Dongmen subsidiary has invested to set up a glass-ceramic processing plant, and imported advanced equipment including German 8℃ high-temperature furnace, double-edging machine, cutting machine, edging machine, etc. The processing plant can handle serial operations such as cutting, polishing, edging, screen printing, baking, etc., and handle 1, blank plates every day, so as to meet the needs of enterprises for glass-ceramic in the peak season of induction cookers. In addition, enterprises can develop more differentiated panel products, such as high-end products such as Schott board, Ou Kai board, painted pottery board and black crystal platter, so as to obtain rich profit returns of high-end products and reduce the supply pressure of low-end glass-ceramics.