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2022-04-08
1. The demand for stainless steel for automobile exhaust pipes has peaked
The amount of stainless steel in each vehicle is generally 24kg-30kg, of which the amount of stainless steel in the exhaust pipe is generally 15kg-22kg, and the amount of steel used in the exhaust pipe accounts for more than 50%, or even more than 90%. The stainless steel used for the exhaust pipe is mainly 409, 439, 436 steel, and some are also 304, 80% of which are ferritic stainless steel.
According to statistics, in 2021, there will be 26.535 million vehicles in China, with more than 3.5 million new energy vehicles in the mid-term (no car exhaust pipes), and 23 million traditional fuel vehicles (requiring car exhaust pipes). If traditional fuel vehicles are measured by 18.5kg of stainless steel per vehicle, it means that 426,000 tons of stainless steel are needed.
In 2021, China's automobile production will be 26.535 million units, a year-on-year increase of 6.5%; compared with the same period in 2019, an increase of 2.8%. From the perspective of annual development, automobile production and sales in 2021 will show a year-on-year increase, ending the three consecutive years of decline since 2018. Among them, new energy vehicles have become the biggest bright spot. The annual sales volume exceeded 3.5 million, and the market share increased to 13.4%, which further shows that the new energy vehicle market has shifted from policy-driven to market-driven.
In the first quarter of 2022, my country's automobile production and sales will maintain a stable year-on-year growth; new energy vehicle production and sales will continue to maintain rapid growth, and the market penetration rate will reach about 19%; in the first quarter, automobile exports will maintain rapid year-on-year growth, and vehicle exports may exceed 600,000 In particular, the export of new energy vehicles may reach more than 150,000.
With the gradual improvement of the infrastructure of new energy vehicles, relevant preferential support policies and the advantages of electric vehicles, the production and sales of new energy vehicles in my country are still setting new historical records, realizing the substitution effect on the traditional fuel vehicle market, and driving the auto market to accelerate to new energy vehicles. transformation.
It can be seen from the above data that although China's automobiles maintain a moderate growth trend, the growth is mainly for new energy vehicles (which do not require automobile exhaust pipes). On the contrary, traditional fuel vehicles have continued to show a negative growth trend, which means that the demand for stainless steel for automobile exhaust pipes The peak has been shown, and the demand has gradually decreased.
2. The level of domestic automobile decorative strips rises rapidly
In recent years, with the improvement of people's living standards, the aesthetics of family cars is also constantly improving. Therefore, a large number of decorative bright strips for the body are used in passenger cars. It is optimistic that about 50% of passenger cars use stainless steel bright strips. Based on the average consumption of 2.2Kg/vehicle, it is estimated that the annual consumption of domestic decorative strips in 2021 will be about 29,000 tons. In addition to the demand in the secondary refitting market, the demand for high-end stainless steel decorative strips is expected to be more than 30,000 tons. With the rapid rise in the level of domestic stainless steel automotive trim strips, substitution of imports will be the trend.
3. The prospect of steel for automobile tanks is unlimited
It is reported that the current domestic municipal sanitation, gardens, highway systems used in sprinkler trucks, spray trucks and oil supply trucks used in oil fields, etc., their tanks and pipelines are mainly made of ordinary carbon steel materials, and the service life of vehicles is limited by the tank. The treatment of body anticorrosion technology has restricted the development of liquid tank vehicles for many years.
Stainless steel materials for automobile tanks not only solve the problem of anti-corrosion treatment from the source, but also extend the use of vehicles more widely. The full application of stainless steel materials in liquid transportation vehicles optimizes the production process of the tank, makes the production process of the product more environmentally friendly, and at the same time improves the service life of the product and expands the scope of use, so that it can not only take into account the watering operation, but also It can also transport food liquids such as pure water and milk, as well as corrosive liquids such as seawater.
Undoubtedly, this is a product with a high competitive advantage in the domestic and foreign markets. In addition, the stainless steel material also has a high recycling value. Once promoted, it will definitely lead the entire industry.
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