Since the middle of September, many provinces across the country have taken measures to curb power supply in the manufacturing industry. Production cut off. The impact of limited electricity has led to rising raw material prices, and PVC, the second most used synthetic material in the world, has also soared. For Boeing film, which uses PVC as the main raw material, this round of power cuts and material price increases will have an important impact on the industrial structure and long-term development of the industry.
Power rationing is for "double control of energy consumption" and to speed up industrial upgrading
Judging from the reasons for power curtailment, the most direct reason is to "double control of energy consumption", that is, to save energy and reduce emissions. August August 17The National Development and Reform Commission issued the "2021 first half of the year energy consumption dual control target completion barometer" pointed out that resolutely curb The blind development of "two high" projects will accelerate the comprehensive green transformation of economic and social development. Therefore, enterprises with high pollution and high energy consumption have been included in the key energy consumption dual control plan, and for environmentally friendly green production enterprises, the power rationing will be less affected, and even bring benefits.
Guangdong Langmei New Materials, as a R&D and manufacturing enterprise of Boeing film, PVC decorative sheet and other new materials, actively invests funds in the construction of environmental protection projects in the project construction planning, laying a solid foundation for the green and sustainable development of the enterprise. Basic, not affected by power rationing. Guo Senlang, chairman of Langmei New Materials, said that for the entire Boeing film industry, with the regulation of the national macro policy, the backward production capacity in the industry will be eliminated in the future and industrial upgrading will be accelerated. This is in line with the country's long-term sustainable development strategy. Conducive to the healthy development of the industry.
Figure 1: Langmei New Material Warehouse
Limit the production capacity of electric control and guide the high-quality development of enterprises
Whether it is for domestic sales or export, most of the domestic Boeing films are low-end manufacturing, with very low profits. In order to seize market share, some companies even sacrifice quality to fight price wars, which seriously wastes national resources and energy. Through the regulation of production capacity through power cuts, the price of materials has risen, and companies have to raise prices externally, thereby guiding companies to develop high-quality, increase product added value and focus on brand building.
Similarly, for companies with independent research and development capabilities and brand awareness, it can resolve the pressure of material price increases. First, independent research and development can increase the added value of products and establish a differentiated competitive advantage; second, the brand reputation established through long-term high quality has a large room for price increase. For low-end manufacturing, there is a lot of pressure on material price increases, and without brand support, it can only be eliminated.
Figure 2: Part of the mold exhibition area of Langmei New Materials
At present, my country is promoting industrial transformation and upgrading with the goal of carbon peaking and carbon neutrality, controlling energy consumption, and eliminating outdated production capacity, which is the general trend of future economic development. Only when an enterprise actively adapts to national policies and is closely linked with national development, and the whole country's economy develops well, will the enterprise have better development prospects.
From this, we can see the future development trend: in the next few years, the industry will be upgraded, and low-end backward production capacity will be gradually eliminated, which will further promote the high-quality development of the Boeing film industry; strengthen brand building, and only by building its own brand can it cope with the fierce future. international competition.
