The midstream enterprises in the basalt fiber industry chain have begun to take shape, and their products have better price competitiveness than carbon fiber and aramid fiber. The market is expected to usher in a stage of rapid development in the next five years.
The midstream enterprises in the basalt fiber industry chain mainly produce fiber materials such as chopped strands, textile yarns, and rovings, and the cost ratio is mainly based on energy consumption and mechanical equipment.
In terms of the market, Chinese local enterprises have mastered the leading production technology of basalt fiber, and their output ranks first in the world. The market has initially formed a certain scale. It is expected that with the further improvement of production technology and the expansion of downstream demand, the industry is expected to usher in rapid growth. development stage.
Basalt fiber cost analysis
The production cost of basalt fiber mainly includes four aspects: raw material, energy consumption, mechanical equipment and labor cost, of which energy and equipment cost account for more than 90% of the total.
Specifically, raw materials mainly refer to the basalt stone materials used in the production of fibers; energy consumption mainly refers to the consumption of electricity and natural gas in the production process; equipment mainly refers to the renewal and maintenance costs of production equipment during the use process, especially the wire drawing bushings and pool kilns. It is one of the largest parts of the equipment cost, which is about more than 90% of the total cost; the labor cost mainly includes the fixed salary of the employees of the enterprise.
Considering that the basalt production is sufficient and the price is low, the raw material cost has little impact on the production of basalt fiber, accounting for less than 1% of the total cost, while the remaining cost accounts for about 99%.
Among the remaining costs, energy and equipment account for the two largest proportions, which are mainly reflected in the “three highs”, namely, the high energy consumption of melting source materials in the melting and drawing process; the high cost of platinum-rhodium alloy wire drawing bushings; large furnaces And the leakage plate is updated and maintained frequently.
Basalt Fiber Market Analysis
The basalt fiber market is in the development window period, and the midstream of the industry chain has already had large-scale production capacity, and it is expected to usher in the wind in the next five years.
In terms of production technology, Chinese enterprises have already possessed a leading level of technology. From initially catching up with Ukraine and Russia, they have now become one of the few countries that can own production rights alongside Ukraine and Russia. Chinese enterprises have gradually explored and realized various advanced production processes, and have achieved the world’s largest production capacity of basalt fiber.
In terms of the number of enterprises, according to industry experts, as of the beginning of 2019, there were more than 70 manufacturers engaged in basalt fiber and related businesses across the country, of which 12 were specialized in the production of basalt fibers with a production capacity of more than 3,000 tons. There is still a lot of room for improvement in the overall production capacity of the industry, and the advancement of production technology and equipment is expected to promote the expansion of midstream production capacity.
Post time: Jul-25-2022
