building material
It is reported that before New Year's Day next year, a number of major infrastructure projects, major industrial projects, major livelihood and social undertakings in Sichuan Province will be started one after another.
With the commencement of the above projects, the market demand for building materials such as cement, wood, wall materials, sand and gravel will greatly increase. At the "Thanks for Sichuan Earthquake Relief and Post-disaster Reconstruction Investment Briefing (Hongkong)" held on June 1 1, Wei Hong said that in the next few years, Sichuan's post-disaster reconstruction will consume 370 million tons of cement, 20 million cubic meters of wood, 2 100 billion standard bricks for wall materials, and sand and gravel1.
"Judging from the current local production capacity in Sichuan, it is estimated that there will be a supply gap of about 40 million tons per year in Sichuan this year and next." Insiders analyzed. "In addition, it is worth noting that due to the higher requirements for the quality of building facilities after the disaster, some high-quality building materials manufacturers will get better development opportunities."
According to reports, major infrastructure projects in the next few years include Chengdu-Mianle Passenger Dedicated Line, Chengdu-Lanzhou Railway, Guangyuan-Nanchong Expressway, Xi 'an-Chengdu Railway, Chengdu-Guiyang Railway, Shuangliu Airport Second Runway and Tingzikou Water Control Project; The main industrial projects include Aba Aluminum Plant, Deyang Phosphorus Chemical Base and Lanzhou-Chengdu Crude Oil Pipeline Project. In addition, a number of public services closely related to people's production and life, such as schools, hospitals, cultural and sports facilities, will also be launched one after another.
steel
Due to the slowdown of global economic growth, the automobile industry, one of the traditional steel users, is in a downturn, followed by shrinking domestic steel demand and a sharp drop in prices. In this context, Sichuan post-disaster reconstruction projects have been launched, which is undoubtedly a good news for the steel industry. According to statistics, the consumption of steel for reconstruction in this province will reach 37 million tons in the next few years. Judging from the overall structure of domestic steel consumption, construction steel accounts for about 50% of the total steel consumption in China. If the demand for construction steel can be guaranteed, steel enterprises in Sichuan, Gansu and Shaanxi provinces and surrounding provinces will benefit.
Zhou Xizeng, an analyst of CITIC Securities, said in an interview with shanghai securities news that in 2007, the steel output of Sichuan, Gansu and Shaanxi provinces totaled 27.47 million tons, and the steel demand of 37 million tons was equivalent to 1.3 times of the annual output of the three newly added provinces, which would greatly promote the steel output of the three provinces. At the same time, it will also drive the demand of neighboring provinces. In 2007, the steel flowing into these three provinces reached18.55 million tons. It is expected to drive the steel output of neighboring provinces1200 ~150,000 tons.
construction machinery
With the earthquake relief work entering the all-round promotion stage, including the demolition of damaged buildings, a large number of excavators, bulldozers, loaders and heavy trucks are needed, and more equipment is needed for later construction, such as concrete machinery and earth-moving machinery. At present, the construction machinery sector has been favored by various capitals. The data provided by the Organizing Committee of the 2nd China Sichuan Construction Machinery, Construction Machinery and Construction Vehicles Exhibition in 2009 confirmed this view. Recently, the sales volume of construction machinery in Sichuan has increased by 30% compared with that before the earthquake.
Statistics show that the 5. 12 Wenchuan earthquake will make Sichuan rebuild 4.5 million urban and rural houses, 9,700 medical and health institutions, 0/.1.000 schools and 5 1.000 kilometers of highways in the next few years. The industry believes that with the development of housing reconstruction and transportation infrastructure construction, the demand for construction machinery such as excavators and bulldozers in Sichuan earthquake-stricken areas has increased sharply. At the same time, the huge demand for reconstruction will also lead to an increase in the demand for construction machinery talents.
chemical industry
As one of the six pillar industries in Sichuan Province, chemical industry suffered huge losses in this earthquake, especially phosphate rock and phosphorus chemical industry. As one of the most important phosphate resources in China, Sichuan phosphate resources are mainly distributed in Jinhe-Qingping area and Mabian area, while Jinhe-Qingping area is close to shifang city and Mianzhu city, and 0/00 km away from Wenchuan/KLOC-the epicenter. This devastating earthquake caused heavy losses to large phosphate mines such as Qingping Phosphate Mine, Jinhe Phosphate Mine and Hongda Group.
In this context, Sichuan Province decided to use the opportunity of post-disaster reconstruction to adjust the chemical industry structure and realize all-round upgrading. It is reported that a number of chemical projects for post-disaster reconstruction have been launched in the local area.
654381October 8, China National Chemical Corporation formally signed cooperation agreements with Chengdu and Xinjin County on the western base project of China National Chemical Corporation. It is planned to invest more than 5 billion yuan in Xinjin County, Sichuan Province, and adopt international leading technology to focus on developing special fiber, silicone, organic fluorine, engineering plastics, carbon-1 chemical industry, environmental protection, fine chemical industry and other industries, and strive to make the "western base" a "double super" in investment and sales revenue.
At the 9th China International Western Expo held in May 438+10 at the end of June, Leibo County, Sichuan signed three large-scale phosphorus chemical construction projects with a total investment of 3.46 billion yuan. At the same time, the signing ceremony of fine phosphorus chemical industry and its supporting projects in cooperation between Leshan Municipal Government of Sichuan Province and Israel Chemical Industry Group was also held in Chengdu. The two sides will cooperate to build a complete phosphate industrial chain in Leshan, which is rich in resources.
In addition, in order to develop the chemical industry focusing on new energy and new materials, SICA, the world's fine chemical giant, has also reached a cooperation agreement with Sichuan Keshuai Additive Co., Ltd., a leading domestic enterprise in the same industry. The two sides will build a 70-mu building chemical material product base in Xinjin.
nonferrous metal
With the further development of post-disaster reconstruction, the demand for non-ferrous metals began to increase, and the market demand was mainly concentrated in copper, aluminum and other varieties.
Because post-disaster reconstruction is mainly concentrated in the construction field, which is the largest consumer industry of non-ferrous metals. Generally, aluminum accounts for 365,438+0% of the total consumption, and copper accounts for 37%. However, experts remind that at present, copper accounts for only 10% of China's construction consumption, which is mainly used for cables and water pipes; It accounts for 38% of aluminum consumption and is used for roofs, doors, windows and curtain walls.
In addition, the Wenchuan earthquake also caused great damage to the power system, especially in the neighboring provinces near the earthquake center, such as Sichuan, Gansu, Shaanxi and other places, the power facilities were seriously damaged. The power grid hit hard by the earthquake will face post-disaster reconstruction, which will also provide some imagination for the market of non-ferrous metals such as copper and aluminum.