1. Promoting downstream market awareness and cutting into overseas high-end market share will become the core factors driving industry change
Garnet sand forQuartz sand, brown fused alumina and metal abrasivesand other traditional abrasives, which have obvious alternative advantages in achieving environmental friendliness, improving production efficiency, eliminating operational hazards, and reducing use costs, and can be widely usedMaterial cutting, surface treatment, abrasive production, environmentally friendly water filtration and oil and gas extractionand other fields.
However, for a long time, there are a large number of small processing plants in the domestic garnet industry, the production and operation of enterprises are not standardized, the production process is backward, and the industry is full of products with low quality and low price, resulting in the lack of understanding and acceptance of garnet sand by downstream customers, and the penetration rate of garnet sand in downstream industries such as sandblasting and rust removal, abrasives and abrasives is low. Therefore, it is necessary to increase the promotion of high-quality and high-performance garnet sand in downstream application fields, so that more potential customers can fully understand the superiority of garnet sand, and it is expected to achieve large-scale industrial application.
In the overseas mid-to-high-end market segment, customers are interested in productsPurity, particle sizeThe grading requirements are high, and the first supplier is usually selected in a small number of internationally renowned enterprises with stable supply capacity and good cooperative relations, so domestic enterprises will face the competitive threat of internationally renowned manufacturers in the process of expanding overseas markets.
While meeting domestic demand, domestic leading enterprises are actively exploring overseas markets, and gradually penetrating into the mid-to-high-end markets of developed countries by virtue of the high cost performance of their products.
2. Stable raw ore and maintaining technological advantages will help improve the profit level of the industry
The garnet processing industry has a certain economy of scale, and the cost composition of garnet sand products accounts for a large proportion of the cost of raw ore, and the ability to ensure the continuous and stable stability of raw ore is an important support for enterprises in the industry to maintain a high level of gross profit margin. China's garnet resources are abundant, excellent quality, with the improvement of the standardization of mining rights management in recent years, the production enterprises with their own mines and stable raw ore channels have significant resource integration and cost leadership.
The garnet processing industry is technology-intensive. Garnet is often co-associated with ilmenite, rutile, omphacite, etc., and the difference in specific gravity and specific magnetic susceptibility is small, traditionalGravitational, magnetic and flotationIt is difficult to achieve a good rate and product quality in the process. In industrial production, most of them adopt combined beneficiation and purification process or combined process flow to achieve the separation of target minerals from other minerals, so the comprehensive development and utilization of garnet is highly professional and technical.
In addition, under the condition that the scale of raw ore mining remains unchanged, the more advanced the production technology, the higher the beneficiation rate, and the more accurate the control of the finished product grade and particle size range. The leading enterprises in the industry can ensure the consistency of product quality and supply stability through the advantages of process technology, effectively improve the added value of products, and also drive the improvement of industry profits and promote the value discovery of the industrial chain.
3. The concentration of the industry will gradually increase, and higher requirements will be put forward for the head enterprises
At present, the concentration of natural abrasives such as garnet sand in China is not high, with small and medium-sized enterprises in the majority, and there has not yet been a monopoly enterprise, but in the process of industry development, large-scale enterprises represented by Jinhong shares were born. Relatively speaking, the technical level and independent innovation ability of most small and medium-sized enterprises in the industry are still insufficient, and it is difficult to realize the comprehensive development and utilization of mineral resources for medium and low-quality products with low production and sales thresholds.
The future, withElectronic information, new energy vehicles, aerospaceThe application scenarios of high-performance and high-quality garnet sand will continue to expand and deepen, and the head enterprises with strong R&D, production and supporting service capabilities will gain a broad space for development, and the industry concentration will be accelerated, and will put forward higher requirements for the R&D and innovation capabilities, scale production capacity and quality control capabilities of processing and manufacturing enterprises.