轻烧镁球行业的明天 The future of light burned magnesium ball industry

    我国是世界最大的轻烧镁球生产、消费和出口国。我国轻烧镁球工业支撑了钢铁的快速发展。但近年，受市场需求萎缩、成本大幅上升等因素影响，耐火材料企业效益下滑，前景不容乐观。

    轻烧镁球主要应用于钢铁、有色金属冶炼等多个领域。其中钢铁行业是轻烧镁球最大用户，其消耗量占耐火材料消耗总量的60%-65%。

    近年来，随着下游行业企业规范采购秩序，耐火材料市场向优势企业转移，目前是大型耐材企业之间的博弈。

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，受国内钢铁等下游产业低迷状态影响，特别是基建用耐火材料需求量下降的影响，我国耐火材料产量为2797.15万吨，同比降低4.48%.

主要下游行业受产能过剩影响，市场供需矛盾突出，低价格、低效益的局面短期内难以改变，且其产品的市场需求都已进入峰值弧顶区。
　　随着耐火材料技术进步，性能提高，单位产品耐火材料消耗将逐步降低。耐材协会调研结果表明，我国钢铁行业整体承包采购方式下的吨钢耐火材料消耗已下降到15千克，但我国吨钢耐火材料消耗与国际先进水平还有很大的差距。
　　因此，在国内下游行业产能过剩、技术进步使单位耐火材料消耗降低等多重作用下，国内耐火材料需求将呈现总体趋降的波动运行走势。

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.