In 2020, the total output of glass fiber yarn will reach 54 1 10,000 tons, up 2.64% year-on-year, and the growth rate will drop sharply compared with last year. Although the COVID-19 epidemic has a great impact on the global economy, thanks to the continuous promotion of the whole industry's capacity control and the timely recovery of the domestic demand market since 20 19, a large-scale serious inventory backlog has not been formed.
In the third quarter, with the rapid growth of wind power market demand and the gradual recovery of demand in infrastructure, household appliances, electronics and other fields, the supply and demand situation of glass fiber yarn market has undergone fundamental changes, and the prices of various glass fiber yarns have gradually entered a rapid rising channel.
In terms of pool kiln yarn, the total output of pool kiln yarn in Chinese mainland will reach 5.02 million tons in 2020, up by 2.0 1% year-on-year. 20 19 glass fiber yarn production capacity control, the total production capacity of the new tank kiln project is less than 220,000 tons. In the same period, nearly 400,000 tons of production capacity was put into production suspension or cold repair, and the actual production capacity of the industry was effectively regulated, which provided a solid foundation for the industry to solve the imbalance between supply and demand in the market and respond to the COVID-19 epidemic.
With the recovery of market demand and the rapid recovery of prices, the total production capacity of new pool kiln projects in 2020 has reached nearly 400,000 tons. In addition, some cold repair projects have gradually resumed production. The industry still needs to be alert to the problem of excessive growth of glass fiber yarn production capacity, and rationally adjust and optimize the production structure and product structure.
In terms of crucible yarn, the total output of groove and crucible yarn in Chinese mainland will be about 390,000 tons in 2020, with a year-on-year increase of 1 1.5 1%. Affected by the epidemic situation and other factors, the domestic channel yarn production capacity will shrink sharply in early 2020. However, in terms of crucible yarn, although it was also affected by epidemic situation, recruitment, transportation and other factors at the beginning of the year, with the rapid increase in the demand for various small-batch and multi-variety differentiated industrial cloth products downstream, the output of crucible yarn increased significantly.
The output of glass fiber textile products increased rapidly.
Electronic felt products: In 2020, the total output of all kinds of electronic cloth/felt products in China will be about 7,654.38+0.4 million tons, with a year-on-year increase of 4.54%. With the continuous advancement of intelligent manufacturing and 5G communication, as well as the accelerated construction of smart life and smart society affected by the epidemic, the electronic communication equipment and facilities market will develop rapidly.
Industrial felt products: In 2020, the total output of various industrial felt products in China was 653,000 tons, up 1 1.82% year-on-year. With the strengthening of investment in real estate, infrastructure and other fields in the post-epidemic era, the output of various glass fiber products for construction and infrastructure, such as grid cloth, window screen, shading cloth, fire curtain, fire blanket, waterproof coiled material, wall covering, geogrid, membrane structure material, reinforced grid cloth, thermal insulation composite board, etc., has maintained a good growth momentum.
Various electrical insulation materials such as mica cloth and insulating sleeve have benefited from the recovery of household appliances and other industries and have grown rapidly. The demand for environmental protection products such as high temperature filter cloth is stable.
The output of thermosetting glass fiber reinforced composite products has increased significantly.
In 2020, the total output of glass fiber reinforced composite products in China will be about 565,438+10,000 tons, up by 14.6% year-on-year. In early 2020, the epidemic situation in COVID-19 had a serious impact on the production enterprises of FRP products in terms of recruitment, transportation and procurement, and a large number of enterprises stopped production. enter
After entering the second quarter, with the strong support of the central and local governments, most enterprises resumed production and work, but some weak small and medium-sized enterprises fell into a dormant state, which further improved the industrial concentration to a certain extent and regulated the steady growth of enterprise orders.
Glass fiber reinforced thermosetting composite products: In 2020, the total output of glass fiber reinforced thermosetting composite products in China will be about 3,065,438+million tons, up by about 30.9% year-on-year. The strong growth of wind power market is the main factor leading to the rapid growth of output.
Glass fiber reinforced thermoplastic composite products: In 2020, the total output of glass fiber reinforced thermoplastic composite products in China was about 2.09 million tons, down about 2.79% year-on-year. Affected by the epidemic, the annual output of the automobile industry decreased by 2% year-on-year, especially the output of passenger cars decreased by 6.5%, which had a great impact on the decline of short glass fiber reinforced thermoplastic composites.
The production technology of long glass fiber and continuous glass fiber reinforced thermoplastic composite products is becoming more and more mature, and its performance advantages and market potential are being understood by more and more people, and it has been more and more used in logistics transportation, freight vehicles, construction, modern agriculture, animal husbandry and other fields.
The export of glass fiber and products dropped sharply.
In 2020, the whole industry exported 6.5438+0.33 million tons of glass fiber and products, down 654.38+0.39% year-on-year. The export value was US$ 2.05 billion, down 10 14% year-on-year. Among them, the export volume of glass fiber precursor balls, glass fiber roving, other glass fibers, chopped glass fibers, roving frame fabrics, glass fiber mats and other products decreased by more than 15%, while other deep-processed products were relatively stable or slightly increased.
The COVID-19 epidemic continues to spread around the world, but the situation of European and American trade policies towards China has not improved significantly. The trade war between the United States and China and the EU's trade remedy policy against China are still going on, and the sudden emergence of the domestic demand market is the fundamental reason for the obvious decline of china glass's fiber and products exports in 2020.
In 2020, China imported1880,000 tons of glass fiber and products, with a year-on-year increase of 18.23%. Imports amounted to 940 million US dollars, up 2. 19% year-on-year. Among them, the import growth rate of glass fiber roving, other glass fibers, narrow woven fabrics, glass fiber sheets (Bali yarn) and other products exceeded 50%. With the effective control of the epidemic situation in China and the resumption of production and work of the domestic real economy, the domestic demand market has become a strong engine to support the recovery and development of the glass fiber industry.
According to the data of National Bureau of Statistics, in 2020, the main business income of China's glass fiber and products industry (excluding glass fiber reinforced composite products) increased by 9.9% year-on-year, and the total profit increased by 56% year-on-year. The accumulated annual profit exceeds11700 million yuan.
On the basis of the continuous spread of the epidemic in COVID-19 and the continuous deterioration of the international trade situation, the glass fiber and products industry can achieve such good results. On the one hand, it benefited from the great success of China in preventing and controlling the COVID-19 epidemic and the timely start of the domestic demand market. On the other hand, thanks to the continuous implementation of glass fiber yarn production capacity regulation by the industry itself since 20 19, there are few new projects and fewer delays, and the existing production lines start cold repair in time and postpone production. With the rapid growth of demand in downstream industries and wind power market segments, various glass fiber yarns and products have achieved multiple rounds of price increases since the third quarter. Some glass fiber yarn products have reached or approached the best level in history, and the overall profit level of the industry has been significantly improved.