The downstream industries of the main application of aluminum profiles in my country include new energy photovoltaics, rail transit, automotive lightweight, medical and environmental protection, electronic appliances, and construction fields. With the improvement of domestic aluminum profile manufacturing enterprises, the performance of aluminum profiles has been greatly improved. The breadth and depth of the field are gradually expanding, and the development prospects are good.
（1）New energy photovoltaic field
As the world’s largest photovoltaic module production base, my country’s rapid growth in the new energy photovoltaic industry will bring about continued growth in the aluminum profile market. Solar energy is a renewable and non-polluting new energy source. Extruded aluminum is the most competitive optional material for manufacturing solar photovoltaic modules. Panel frame pillars, support rods, tie rods, etc. can be made of aluminum alloy. A new market for profile applications.
The main products of aluminum profiles in the photovoltaic field are solar module frames, including photovoltaic fixing frames and photovoltaic brackets. Photovoltaic fixing frames and photovoltaic brackets are mainly used to fix and seal solar cell components, enhance component strength, facilitate transportation and installation, etc., and their performance will affect the life of solar cell components. According to the raw materials used, solar module frames can be divided into three categories: aluminum frame, stainless steel frame, and glass fiber reinforced plastic frame. Aluminum profiles are light in weight, strong in corrosion resistance, easy to form, high in strength, easy to cut and process, and recyclable. And other characteristics, it is the most common application in the frame of solar modules at present.
In recent years, due to the progress of solar photovoltaic power generation technology, economies of scale and other factors, the price of photovoltaic equipment has dropped rapidly. The IRENA report shows that between 2010 and 2019, the cost of photovoltaic power generation has dropped by 82%, and the cost is still continuing. In the declining channel, the cost of photovoltaic power generation is close to or even lower than that of conventional energy in many countries or regions around the world, which has promoted the rapid growth of the global photovoltaic market. The main force of growth in demand for photovoltaic modules.
According to WIND data statistics, the total installed capacity of solar photovoltaics in the world will increase from 627GW in 2019 to 942GW in 2021, and the new installed capacity in 2020 and 2021 will be 133.40GW and 181.60GW respectively. Driven by favorable factors such as the continuous decline in the cost of photovoltaic power generation, continued favorable policies and the rapid rise of emerging markets, the global photovoltaic market will still maintain a relatively high level of growth.
Solar photovoltaic is one of the seven emerging industries that the country focuses on. The rapid development of my country’s photovoltaic power generation field will drive the rapid growth of demand for aluminum profiles in solar photovoltaic modules.
my country is the country with the largest installed capacity of photovoltaic power generation in the world. According to the 2021 National Economic and Social Development Statistical Bulletin, the installed capacity of grid-connected solar power generation will reach 306.56 million kilowatts in 2021, a year-on-year increase of 21.0%.
According to the “China Photovoltaic Industry Development Roadmap” issued by the China Photovoltaic Industry Association and the Ministry of Industry and Information Technology, most of the battery modules on the market use aluminum frames, and the utilization rate of aluminum frames is as high as 95%. my country is the world’s largest production base of solar cells and modules, and the future demand for aluminum in the photovoltaic industry has a very broad prospect.
(2) Rail transit field
① The application scenarios in the field of rail transit continue to expand
Aluminum profiles have outstanding advantages such as high strength and toughness, light weight, easy processing, and good corrosion resistance, making them widely used in the field of rail transit.
In recent years, with the development and promotion of rail transit technology, the application of aluminum profiles in my country’s transportation field has continued to increase, and rail vehicle bodies have been made of aluminum in large quantities. Aluminum alloy products are also used in large quantities for advertising frames, car bodies, etc.
②The number of operating lines of my country’s rail transit continues to increase
According to the “Modern Comprehensive Transportation System Development Plan”, during the “14th Five-Year Plan” period, my country plans to improve the network layout, speed up the “eight vertical and eight horizontal” high-speed railway network, strengthen the construction and transformation of ordinary speed railways, and promote the transportation capacity of existing railways. Strengthen the capacity of tight road sections, and at the same time promote the construction of regional high-speed rail connections and extension lines in an orderly manner to enhance the flexibility and mobility of the road network.
According to data from the Ministry of Transport, the number of rail transit lines in my country has reached 283 by 2021, an increase of 50 from 2020. With the rapid advancement of urbanization, the construction of urban rail transit network, which is an important part of China’s urban public transportation network, is also developing rapidly, which will continue to drive the growth of demand for rail transit aluminum profiles, and the application of aluminum profiles in this field is still relatively large room for improvement.
(3) High-speed rail field
According to the data of the National Bureau of Statistics, the operating mileage of my country’s railways in 2021 will be 150,700 kilometers.
In the field of high-speed rail, trains with a running speed greater than 250km/h must use aluminum alloy car bodies, and train cars greater than 350km/h use aluminum profiles except for the chassis. , CRH5 are large hollow profile aluminum alloy body.
(4) Subway, light rail, and urban express rail
In the fields of subway, light rail, urban express rail, etc., aluminum profiles can be mainly used in body (roof, side wall, end wall, floor), accessories (including air conditioning components, water tanks, structural panels, instrument racks, air diffusers , train doors, up and down pedals, etc.), decorative parts (seat frames and components, luggage racks, ventilation grilles), etc.
According to data from the Urban Rail Transit Association, the operating lines of subways, light rails, and urban express rails across the country will increase to 7,209.7 kilometers, 219.7 kilometers, and 1,011 kilometers in 2021, respectively. With the continuous increase of my country’s urban infrastructure construction, the demand for aluminum profiles in the fields of subways and light rails will continue to grow in the future.
In the field of high-speed rail, trains with a running speed greater than 250km/h must use aluminum alloy car bodies, and train cars greater than 350km/h use aluminum profiles except for the chassis. , CRH5 are large hollow profile aluminum alloy body.
(4) Subway, light rail, and urban express rail
In the fields of subway, light rail, urban express rail, etc., aluminum profiles can be mainly used in body (roof, side wall, end wall, floor), accessories (including air conditioning components, water tanks, structural panels, instrument racks, air diffusers , train doors, up and down pedals, etc.), decorative parts (seat frames and components, luggage racks, ventilation grilles), etc.
According to data from the Urban Rail Transit Association, the operating lines of subways, light rails, and urban express rails across the country will increase to 7,209.7 kilometers, 219.7 kilometers, and 1,011 kilometers in 2021, respectively. With the continuous increase of my country’s urban infrastructure construction, the demand for aluminum profiles in the fields of subways and light rails will continue to grow in the future.
According to the “Made in China 2025 Plan” promulgated in 2016, it is required that by 2025, the average weight of the whole vehicle will be reduced by 20%, the proportion of automobile steel will account for 30% of the total weight of the vehicle, the aluminum alloy used for bicycles will reach 250kg, and the amount of magnesium used for bicycles will reach 25kg, the amount of carbon fiber used accounts for 2% of the weight of the vehicle. It can be seen that the lightweight transformation of automobiles based on aluminum alloys is an important way to reduce the weight of automobiles.
（5）Automotive lightweight and new energy vehicles
① Automobile lightweight
According to the “Technical Roadmap for the Development of Energy-Saving and New Energy Vehicles” compiled by the Society of Automotive Engineers of China, my country has formulated a three-step plan for vehicle lightweighting. It is planned that the weight of a single vehicle in 2020, 2025, and 2030 will reach an annual weight reduction of 10% compared with 2015. %, 20%, and 35%, the amount of aluminum used in a single vehicle will reach 190kg/vehicle, 250kg/vehicle, and 350kg/vehicle, respectively. In order to achieve this goal, the amount of aluminum used in my country’s automobiles will continue to grow.
The realization of automobile lightweight is mainly replaced by high-strength steel, aluminum alloy and new materials. According to the forecast made by Bank of China International and DuckerWorldwide research data, the demand for lightweight aluminum extrusions for automobiles in my country will reach 2.24 million tons in 2030.
② New energy vehicles
With the entry of aluminum profiles and aluminum parts finishing technology, aluminum alloy parts for new energy vehicles have gradually expanded to body, wheels, chassis, bumper anti-collision beams, floors, electric batteries, energy-absorbing boxes, pedals, sunroof sliding rails, roof luggage racks and seats. At the same time, compared with ordinary gasoline vehicles, new energy vehicles have lower carbon emissions and are more environmentally friendly. In recent years, my country’s new energy vehicles have maintained a high-speed development trend. The output reached 3.545 million units, an increase of 159.5% over the previous year.
With the development and popularization of new energy vehicles, the future market demand for aluminum alloys in the field of new energy vehicles will be even stronger.
③Auto parts
According to DuckerWorldwide’s market forecast for North American light vehicles, by 2025, the penetration rates of aluminum alloys for hoods, bumpers, doors, trunks, roofs, and body structures will be 85%, 27%, 46%, 33%, and 30%, respectively. %, 18%, a substantial improvement compared to the current level.
Compared with foreign countries, domestic car companies are relatively backward in the application of aluminum for cars, especially aluminum alloy bodies. In recent years, with the development of domestic automakers such as Chery, BAIC, and Weilai, as well as the production of domestic factories by international giants such as Tesla, Jaguar Land Rover, and GM Cadillac, the rapid development of aluminum alloys in the field of auto parts has been promoted.
(6) The stable development of the medical and electrical industries has brought about a stable market demand for aluminum profiles
The aluminum materials used in the medical and electrical fields mainly include aluminum profiles for medical beds and chairs, aluminum profiles for household appliances, and aluminum profiles for the electronics industry.
①The advent of the aging structure has increased the market demand for medical beds and chairs
With the arrival of China’s aging population structure, the construction of nursing homes, health centers and other elderly care facilities will enter a peak period. Medical beds and chairs with health care and recuperation functions will become important equipment for health care and recuperation places. Demand will become a new market growth point. In recent years, in the field of innovative medical devices, the Chinese government has issued strong policies many times, focusing on improving the innovation capability and industrialization level of medical devices, providing fertile ground for independent innovation, encouraging innovative medical devices from multiple dimensions, speeding up the registration and listing process, and realizing innovation in related fields. Localization will benefit the development of the medical bed and chair market.
According to the market analysis data of Sihan Industry Research Institute, the market size and forecast of my country’s medical bed industry are as follows:
In the future, with the advent of the aging population structure, it will further drive the steady growth of the market demand for medical beds and chairs.
②The steady development of the output of major home appliances has brought stable market demand
With the development of the manufacturing industry, the application of aluminum profiles in the field of air conditioners, washing machines, refrigerators, televisions and other traditional household appliances in the field of household appliances has gradually deepened. In recent years, with the improvement of people’s living standards and consumption levels, the decoration of newly built houses, the renovation of old houses, and the upgrading of home appliances have brought a broad market space for aluminum materials for home appliances.
my country has become the world’s largest home appliance production base, and the huge output of major home appliance products has laid a stable foundation for the demand for aluminum profiles in the field of home appliances. The output of major home appliances nationwide in the past five years is as follows:
③ The huge market demand for electronic products and the increase in the penetration rate of aluminum alloys in the appearance and internal parts of electronic products have stabilized the aluminum market demand for electronic products
In recent years, with the rapid development of consumer electronics, the demand for aluminum profiles in the electronics industry has grown rapidly, mainly used in internal structural parts, middle frames, casings and brackets of notebook computers, mobile phones, and tablet computers. Driven by the trend of thinness and fashion, the penetration rate of metal appearance parts and internal parts of consumer electronics is gradually increasing. For example, the shells of Apple’s Mac, iPhone, and iPad products are mainly made of aluminum alloy, while the shells of brands such as Samsung, Huawei, and ASUS are mainly aluminum alloys. Products are also increasingly equipped with aluminum alloy casings.
As the world’s largest production base of electronic products, my country produces hundreds of millions of computers and smart phones every year. In the last three years, the national average annual shipment of PCs was 514.5977 million units, and the national average annual shipment of smart phones was 337.1032 million units. The demand for aluminum will become more stable with the deepening of the application of aluminum alloy. To sum up, with the steady development of the new energy photovoltaic industry, rail transit industry, automobile industry, medical and electrical industries, and the in-depth advancement of the application of aluminum alloys in the above fields, the demand for the aluminum profile market continues to grow.
(7) Construction field
The development of the national economy, the improvement of the penetration of aluminum alloys in the construction field, the increase of the urbanization rate, the stability of the construction area and the continuous deepening of the concept of building energy conservation all lay a good foundation for the development of the demand for aluminum profiles in the construction field.
① The application scenarios of aluminum alloys in the construction field continue to penetrate
The construction industry is one of the most widely used fields of aluminum profiles. Due to the light weight of aluminum and aluminum alloys, the specific strength (ratio of material strength to specific gravity) can reach or exceed structural steel, and it is easy to process into various shapes. Aluminum is widely used in commercial and civil building. The “Nonferrous Metal Industry Development Plan (2016-2020)” promulgated by the National Development and Reform Commission in 2016 clearly encourages the expansion of the application of aluminum in the construction industry.
In addition to roofs, walls, doors and windows, skeletons, decorative panels, ceilings, suspended ceilings, railings, interior furniture, store containers, etc. , Aluminum structure prefabricated houses and other applications have also been rapidly developed and promoted. In addition, the demand for new architectural aluminum products such as colored aluminum panels, composite aluminum panels, composite door and window frames, and aluminum alloy formwork is also increasing year by year.
②The increase in the urbanization rate has brought about the growth of the market demand for aluminum profiles
With the advancement of urbanization, my country’s urbanization rate has increased year by year, people’s living conditions have been improving, and the application of architectural aluminum profiles has increased with the increase in urbanization rate.
③The steady growth of the construction area of new houses has promoted the demand of the aluminum profile market
According to the data released by the National Bureau of Statistics, the housing construction area in 2021 will reach 15.755 billion square meters, an increase of 5.41% over the previous year. Among them, the housing construction of the real estate industry will be 9.754 billion square meters, a year-on-year increase of 5.24%. The steady development of housing construction area ensures the demand for architectural aluminum profiles.
The stable incremental market of my country’s construction industry and the stock demand brought about by the renovation and replacement of old houses are an important guarantee for the stable growth of the market demand for construction aluminum profiles. It is expected that my country will maintain the existing urbanization speed in the future and maintain Corresponding new construction needs.
④The promotion of energy-saving building products and technologies will bring new growth space for the aluminum profile market
With the orderly advancement of energy-saving policies and the continuous implementation of energy-saving standards, more and more building energy-saving products have attracted the attention of real estate developers and consumers.
In recent years, the proportion of energy-saving and environmentally friendly doors and windows and curtain walls is gradually increasing, and a large number of new environmental protection and energy-saving products such as aluminum alloy energy-saving doors and windows and aluminum-plastic composite doors and windows are also emerging. Compared with wooden doors and windows and plastic doors and windows, energy-saving aluminum alloy doors and windows can effectively save energy in addition to the advantages of long life, corrosion resistance, easy material recovery and high reuse rate.
To sum up, with the improvement of the application penetration rate of aluminum alloy in the construction field, the increase of urbanization rate, the increase brought by the construction of new houses, the stock demand brought by the renovation and replacement of old houses, and the popularization of energy-saving buildings, the application of aluminum alloy in construction The market size of the industry will maintain steady growth.
Post time: Mar-30-2023