Without the written permission of the ceramic information network, this article is prohibited."In 2023, the kiln opening rate of Vietnam's ceramic industry is not high, of which the output in the northern production area will be reduced by 30%, and the output in the southern production area will be reduced by more than 50%. A few days ago, industry insiders who had just returned from Vietnam told the "Ceramic Information" that the main reason was the weak demand for local ceramic tiles.
Up to now, there are about 80 ceramic tile manufacturers in Vietnam, with about 240 production lines. It is worth noting that the local production mainly produces 800 small and medium-sized red billet floor tiles, and the domestic and export are also facing great challenges.
According to the statistics of the "Ceramic World Review", Vietnam's ceramic tile production and consumption have long ranked fourth in the world.
There is a serious overcapacity
In 2023, Vietnamese ceramic enterprises will significantly reduce production
According to a number of people familiar with the matter, Vietnam currently has about 80 ceramic tile manufacturers, about 240 production lines, the vast majority of which ceramic enterprises are concentrated in the north in the broad sense, especially Hanoi, and a few are located in Ho Chi Minh City in the south. Most of the investors in the northern ceramic enterprises are local Vietnamese residents, while in the southern part of the country, Taiwanese businessmen, Chinese and a small number of local Vietnamese residents are the main investors. Relatively speaking, the management of ceramic enterprises in the south is more standardized, and the production level is higher.
According to the statistics of Ceramic World Review, the output of ceramic tiles in Vietnam reached 60.2 billion square meters, which is the largest in the past ten years. In fact, Vietnam has long maintained the status of the world's fourth largest ceramic tile manufacturing country, although ceramic tile consumption is also the fourth largest country in the world, but since 2018, its domestic ceramic tile consumption has continued to decline, has increased from 54.2 billion square meters fell to 4200 million square meters, while in 2022 it has grown, recovering to 50.5 billion square meters.
At present, Vietnam has a population of nearly 100 million, that is, the per capita consumption of ceramic tiles in Vietnam is about 505 sq.m. According to the "Ceramic World Review", in 2022, Mexico's ceramic tile exports will be 42 million square meters (ranking tenth in the world), although Vietnam's ceramic tile exports grew rapidly before 2018, but to this day its export volume is still not large, and it has not entered the top ten ranking of ceramic tile exporters, and the export volume is not as good as Mexico, which means that the Vietnamese ceramic tile market has long been close to saturation.
At the same time, a number of industry insiders said that Vietnam's ceramic tile production capacity will reach 800 million square meters in 2022, with serious overcapacity. Moreover, under the influence of poor economic development and weak market demand, the kiln opening rate of Vietnam's ceramic industry in 2023 will not be high, of which the northern production area will reduce production by 30%, while the southern production area will reduce production by more than 50%.
Image display **UnrelatedDomestic market demand is weak
Export channels are challenging
An industry insider who has just returned from a business trip to Vietnam told "Ceramic Information" that the person in charge of a local retail store said that compared with the same period last year, the sales of ceramic tiles in its retail stores will decline significantly in 2023, almost halved.
It is reported that Vietnam's domestic building materials market is mainly retail stores, and the products are mainly displayed in display racks and placements, and there are few space applications for display. At present, the vast majority of products in circulation are local products from Vietnam, but of course there are also ceramic tiles from China and India. Comparatively speaking, the average sales unit price of Chinese ceramic tiles is more expensive, and the quality is better, while the ** of Indian tiles is similar to China, but it can choose more colors, which have a greater impact on Vietnamese tiles.
Vietnamese ceramic tiles are not only affected in the domestic market, but also in exports.
According to reports, Vietnamese ceramic tiles mainly radiate the surrounding Southeast Asian market, especially the ten ASEAN countries (Brunei, Indonesia, Malaysia, Singapore, the Philippines, Thailand, Cambodia, Laos, Myanmar, Vietnam). Vietnam's ceramic products have more competitive advantages than China, and within the scope of the ten ASEAN countries, Vietnam's ceramic products are exported with low tariffs or even zero tariffs.
Moreover, with the exception of Indonesia, the Philippines and Thailand, which have ceramic industries, other ASEAN countries mainly rely on ceramic tile imports. This has created a favorable export environment for Vietnam's ceramic exports.
Despite this, Vietnam's ceramic tile exports have not ushered in a large development in recent years. According to relevant statistics, Vietnam's ceramic tile exports in 2018 were about 30 million square meters, but more than four years have passed, and its export volume has still not exceeded 42 million square meters. The main reason is the poor economy of Southeast Asian countries and the weak market demand for ceramic tiles.
Although the development of Vietnam's ceramic industry will encounter great difficulties in 2023, many people in the industry still believe that the development potential of Vietnam's ceramics is good. In recent years, more and more Chinese ceramic enterprises have come to Vietnam to find cooperation, one is the upstream pottery machine equipment, chemical material enterprises, the other is product processing, in order to seize the market share in Vietnam and Southeast Asia and layout.
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