耐火材料行業步入橫向重組新階段 Refractory industry enters a new stage of horizontal reorganization

http://www,ykbhlm.com  隨著下游行業尤其是鋼鐵行業整合帶來的變化，耐火材料行業正經歷著一場變革。光大證券耐火材料研究員胡皓說：“耐火材料行業即將迎來兼并重組的整合期，整合推動力主要來自行業結構全面升級。” 　　產業升級迫在眉睫 　　自上世紀80年代以來，國內逐漸出現了一批定點生產耐火材料的企業。然而，行業發展中，低水平重復生產的局面隱現。許多企業規模小、生產裝備落后，加之通過無序競爭，競相壓低價格，從而使得以偷工減料為手段來降低成本的現象頻現。于是，本來就因裝備落后而產生的產品質量不穩定問題更是雪上加霜。

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." 升級 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.