The new situation facing the development of non-ferrous metal industry

The new situation facing the development of non-ferrous metal industry

The "14th Five-Year Plan" period is a critical period for the high-quality development of the non-ferrous metal industry, with many new changes in opportunities and challenges. The construction of a new development pattern has been accelerated, the advantages of the domestic super-large market have been further exerted, and a new round of technological revolution and industrial transformation has reshaped the global economic structure, all of which have provided a broad space for the sustainable and healthy development of the non-ferrous metal industry. But at the same time, we must also see that in the face of the adverse current of economic globalization and the widespread impact of the new crown pneumonia epidemic, the security risks of the industrial chain and supply chain have become prominent, and the difficulty of expanding the international market has increased significantly; The hard task of neutralization and the new expectations of the people for safe production, the transformation and upgrading of the industry has a long way to go.

(1) Constructing a new development pattern to provide new space for the high-quality development of the industry

my country has a super large-scale market advantage. With the development of technology and the upgrading of consumption, the whole society will continue to put forward new demands for quality and quantity of non-ferrous metal materials, which provides a broad space for the sustainable and healthy development of the industry. In particular, the rise of strategic emerging industries such as new energy provides a source of power for the non-ferrous metal industry to forge new advantages. During the "14th Five-Year Plan" period, the development of key application fields of non-ferrous metals such as new energy industry, domestic large aircraft, aero-engines, integrated circuits, information and communication, and biological industries, etc. The demand for key materials such as pure rare earth metals and compounds, targets, and batteries will continue to increase; the application of new backbone materials such as superconducting materials, intelligent bionic materials, and additive manufacturing materials will achieve new breakthroughs; LED lighting materials, aluminum packaging materials, Construction copper water pipes, medical titanium alloy materials, tableware sterilization materials and other livelihood shortcomings will be compensated. Through the development and application of advanced materials, it will help the non-ferrous metal industry to build a new development pattern with the domestic big cycle as the main body and the domestic and international dual cycles promoting each other, and promote the industry to move towards the high-end of modern manufacturing.

(2) A new round of scientific and technological revolution and industrial transformation provides new impetus for transformation and upgrading

At present, the non-ferrous metal industry is undergoing profound changes with the advancement of new technology revolution and industrial transformation. With the integrated and innovative development of "5G+Industrial Internet", big data, cloud computing, and the Internet of Things have begun to penetrate into all aspects of the industry's production and operation, and the construction of digital mines and smart factories will continue to advance; copper, aluminum, titanium, magnesium, tungsten, etc. A large number of processing technologies are expected to make new breakthroughs; the cluster development trend of co-construction and sharing will become more obvious; an industrial integration system closely connecting upstream and downstream enterprise supply chains will be steadily built; military-civilian integration, central-local integration, cross-industry integration and other development models will be Gradually rise. The continuous emergence of these new process technologies, new production methods, new business formats and new models will become new driving forces for industrial transformation and upgrading.

(3) The “ceiling” of the smelting capacity of major non-ferrous metals has formed, and the industrial development is facing new constraints

Since the reform and opening up, especially since the 21st century, my country's non-ferrous metal industry has continued to develop rapidly, and its output and consumption have ranked first in the world, making it a veritable non-ferrous metal industry country. In 2020, my country's non-ferrous metal production exceeded 60 million tons for the first time, including 10.03 million tons of refined copper and 37.08 million tons of electrolytic aluminum, which effectively guaranteed domestic demand and made important contributions to national economic and social development. In the face of the new situation in the new stage of high-quality development, in the face of the strong constraints of resources, energy and ecological environment, the hard task of carbon peaking and carbon neutrality, and the vigorous development of the recycled non-ferrous metal industry, during the "14th Five-Year Plan" period, my country's The demand for bulk primary non-ferrous metals will reach or approach the peak plateau period, the momentum for expansion of large-scale and quantitative demand will tend to weaken, and the "ceiling" of smelting capacity will basically be formed.

(4) Uncertainties such as industrial chain and supply chain bring new risks to industrial development

At present, the world's non-ferrous metal industry has evolved into a situation of multiple competition. Relying on the system advantages of mature technology, strong financial strength and leading application, developed economies continue to strengthen their opportunities to occupy the commanding heights of international competition; emerging economies rely on resource advantages to rapidly expand product market share, and have become an important force for changes in the global industrial pattern; Relying on their relative resource advantages, developing countries have strengthened their right to speak in resources, and the rise of resource populism has become a new force that cannot be ignored in the industrial structure. In the face of the adverse current of economic globalization and the widespread impact of the COVID-19 epidemic, the unbalanced economic and social development of various countries in the world is intertwined with trade protection, technological blockade, and resource populism, which is changing the development pattern of the global non-ferrous metal industry. The new era of diversified competition has begun. Coming, the "14th Five-Year Plan" period, the development of my country's non-ferrous metal industry will face more complex competition and wrestling.