耐火材料行业步入横向重组新阶段 Refractory industry enters a new stage of horizontal reorganization

http://www,ykbhlm.com  随着下游行业尤其是钢铁行业整合带来的变化，耐火材料行业正经历着一场变革。光大证券耐火材料研究员胡皓说：“耐火材料行业即将迎来兼并重组的整合期，整合推动力主要来自行业结构全面升级。” 　　产业升级迫在眉睫 　　自上世纪80年代以来，国内逐渐出现了一批定点生产耐火材料的企业。然而，行业发展中，低水平重复生产的局面隐现。许多企业规模小、生产装备落后，加之通过无序竞争，竞相压低价格，从而使得以偷工减料为手段来降低成本的现象频现。于是，本来就因装备落后而产生的产品质量不稳定问题更是雪上加霜。

http: //www,ykbhlm.com With the changes brought by the integration of downstream industries, especially the steel industry, the refractory industry is undergoing a change. Everbright Securities refractories researcher Hu Hao said: "The refractory industry is about to usher in an integration period of mergers and reorganizations, and the main driving force for the integration comes from the comprehensive upgrading of the industry structure." 升级 Industrial upgrading is imminent. Since the 1980s, a number of fixed points have gradually emerged in China. An enterprise producing refractory materials. However, in the development of the industry, the situation of low-level repetitive production is looming. Many enterprises are small in scale and backward in production equipment. In addition, through disorderly competition, they are competing to drive down prices, which makes it possible to reduce costs by cutting corners. As a result, the problem of unstable product quality caused by backward equipment is even worse.