I. development status of adiabatic energy-saving materials industry and analysis of various industries
(I) status quo of adiabatic energy-saving materials industry
From January to September, the overall operation of the adiabatic energy-saving materials industry was stable.
There are 692 enterprises above industrial scale, 50 more than last year, with an operating income of 47 billion yuan, up 19.2 percent year-on-year, and a total profit of 2.61 billion yuan, down 0.1 percent year-on-year.
The overall sales revenue of enterprises above the scale increases, the main business cost increases, the total assets increase, the asset-liability ratio increases, the number of loss-making enterprises increases, and the average loss-making amount of each loss-making enterprise increases slightly;
The increase of loss-making enterprises leads to the decrease of total profit and net assets of the whole industry.
The operation status of enterprises above the scale reflects the overall production status of the industry, which is also a microcosm of the industry as a whole.

(ii) industry classification analysis
1, rock wool
By September 2018, there are about 150 rock wool enterprises and nearly 300 rock wool production lines in China, with an annual output of nearly 6.5 million tons and an output of 3.2 million tons, making it the industry with the largest output. In 2018, more than 40 new rock wool mineral wool production lines will be built.
Domestic rock wool enterprises are mainly concentrated in hebei, jiangsu, shandong and anhui provinces, accounting for more than 60%.
Hebei has a production capacity of more than 2 million tons, some of which are in excess.
Rock wool product price in the same region, due to the product grade is not the same, the price gap is large, high quality grade product price remains stable at a high level, low grade product price drops more, the market competition is fierce.
Rock wool production lines in northeast China and Inner Mongolia autonomous region have been constructed in large quantities in the past two years, and there is also the risk of overcapacity.
Due to the national discharge waste residue in metallurgy environmental protection tax, metallurgical enterprises in order to reduce waste disposal costs, increase the recycle of solid wastes, especially in shanxi, Inner Mongolia, ningxia and other metallurgical enterprises more areas, the construction of several mineral wool production line, due to its raw material source attribute slag cotton, product quality level can not reach the requirements of rock wool products used in construction, if used for building exterior insulation there is a larger safety quality hidden trouble.
Market competition intensifies.
Because human, environmental protection, raw materials, especially the coke prices rise, increase the cost of the rock wool products, but the increase of the new production line, increase the market products supply, intensified market competition, the product price is lower, prices fell the most obvious hebei region, the lowest price below cost, caused the enterprise larger pressure of competition, not conducive to the development of the industry.
Pressure to go green.
Rock wool production enterprises should intensify production technology transformation, according to the request of beijing-tianjin-hebei atmospheric pollution control scheme: rock wool enterprises adopting cupola production process production line in heavy pollution weather must stop production, and at the same time, using electric furnace production process can need not shut down, the current domestic electric furnace production process line of few in number, hope rock wool enterprise attaches great importance to the environmental protection policy, actively follow up the country's technological upgrading requirements, to ensure the sustainable production of the enterprise.
Pay attention to investment risk.
With the production of a large number of production lines in 2018, the local overcapacity of rock wool products has been caused, which has seriously affected the benefits of enterprises.
Remind to prepare new production line enterprises, pay attention to market research, do not blindly online, careful layout, avoid investment losses.
Focus on functional product development.
The quality of domestic rock wool products is not much different from that of foreign products, but there is a big gap in the application and research and development of products. We hope that enterprises can pay attention to the research and development of product application, explore new application fields of rock wool products, and develop rock wool products for planting and water and soil conservation in combination with the national rural revitalization strategy.
Rock mineral wool industry is about to enter the period of industrial integration, but also an era of industry giants, please practice good internal skills of member enterprises, leading the development of the industry, to avoid losing out in the competition.
2. Glass wool
From January to September, 2018, the output of glass wool is 740,000 tons, and the production capacity of glass wool is slightly increased. Limited by the pressure of environmental protection and the impact of national macro-control, the raw material cost increases, and the profit margin of glass wool enterprises declines slightly.
Glass cotton enterprises are mainly distributed in hebei, shandong, sichuan and other regions, among which dacheng and hejian in hebei have more than 50% of the national production capacity.
Large production enterprises in the industry, subject to the pressure of environmental protection, began to consider industrial transfer and advance national layout.
3. Aluminum silicate fiber
At present, there are more than 200 ceramic fiber production lines in China, with the production capacity of around 800,000 to 900,000 tons, mainly concentrated in shandong, hebei, Inner Mongolia, henan and other regions.
The designed capacity of the advanced production line is 10,000 tons;
However, most of the production lines in the industry only have a scale of 2-3 thousand tons, with small scale, low single-day capacity and high energy consumption, which are in urgent need of structural upgrading.
From January to September, 2018, the output is 430,000 tons, and the total production capacity and output have increased. Thanks to the increase of petrochemical investment, the demand for photothermal power generation and waste gas treatment has increased, and the demand for high-end ceramic fiber has increased greatly.
Due to the pressure of environmental protection, the exit of low-end small production ceramic fiber is obvious, which improves the overall development quality of the industry.
Shandong luyang is the leading enterprise in the industry, with the number of production lines accounting for one-sixth of the total number of the country, and the production capacity accounting for one-third of the total number of the country.
4. Rigid insulation materials and products
The production capacity of foam glass is 600,000-700,000 cubic meters, slightly increased compared with last year, with little change in price. The production capacity is mainly distributed in hebei, zhejiang and jiangsu, among which langfang in hebei accounts for 50% of the total production capacity.
Starting from resource reuse and waste residue treatment, enterprises in the industry build a foamed glass production line with metallurgical tailings as raw material, layout in northwest China, and serve the petrochemical industry in the region.
The quality of foam glass products is still far from the high quality of foreign countries. At the same time, it is faced with the pressure of high energy consumption and environmental protection with a lot of dust. Enterprises need to invest in capital and environmental protection technology jointly with scientific research institutions to improve the problems they are faced with.
The production output of calcium silicate thermal insulation products this year is similar to that of last year. The production and operation of the production enterprises are subject to the pressure of environmental protection.
There are more than 30 enterprises in the industry, and the designed capacity is about 400,000 m3. The industry has made rapid progress, and now it can produce light products with a density of 160kg/m3.
The output of rigid thermal insulation materials and products is 460,000 tons.
5. Organic adiabatic energy-saving materials
Under the influence of building fire code gb50016-2014, the application of EPS, XPS, polyurethane, phenolic board and other organic thermal insulation materials in external wall thermal insulation shows a great decline, and the output and application amount show a downward trend.
(1) material of EPS
By the end of 2017, China's total styrene production will exceed 9 million tons.
Styrene prices in the first half of the sharp rise and fall, so that it is difficult to grasp the purchase cost of EPS enterprises, profit is not good;
In recent years, some backward production capacity of EPS has been phased out, and some devices are in long-term shutdown state.
In 2017, the intensity of environmental inspection was upgraded, which made the weak demand even worse. The EPS production capacity declined.
On the whole, EPS consumption declined for five consecutive years due to the decrease of construction consumption.
China's annual output per share is more than 6 million tons, and the utilization rate of production capacity has been maintained at more than 40% in recent years, and the products are mainly concentrated in the middle and low-end areas, domestic demand is more than 2 million tons, plus hundreds of thousands of tons of export trade, EPS industry is the industry with serious overcapacity.
2018 EPS market ups and downs, reached a peak year, 14000 yuan in May, June, rapid fall to 12000 yuan, since prices plunged into October, the price about 10000 yuan, profits rapid fall with falling prices, and the trend of EPS in the coming months down hard up, with styrene price fluctuations.
With the requirements of building fire codes, EPS as A B2 material has been greatly limited in its architectural application, and modified EPS as A B1 or A material has become A substitute for EPS or XPS, and the external insulation of buildings has been widely used.
(2) polyurethane
From 2014 to 2016, China's average annual external wall insulation can drive the demand of 314,600 tons, 376,600 tons and 380,000 tons of rigid polyurethane foam.
Especially at the end of 2012, the fire bureau of the ministry of public security lifted the ban on B1 class insulation materials, and the industrial recovery of polyurethane insulation materials was significantly accelerated. The polyurethane insulation composite board production line started nationwide has exceeded 250, reaching the best level in history.
However, with the implementation of the new building fire code, the construction application of polyurethane insulation composite board has decreased greatly.
(3) phenolic insulation board
From January to September 2018, phenolic foam in the field of energy conservation and insulation accounts for about 20 percent of the total phenolic resin, with consumption exceeding 200,000 tons.
With the impact of the government's industrial capacity reduction and supply-side reform policies, the development of high-quality phenolic insulation board is in a good state, and the output of low-quality products is subject to imitation.
Phenolic resin production of about 3 million tons in our country, there are nearly 200 production enterprises, mainly in the east China region, especially the larger production manufacturer concentrated in four provinces jiangsu, zhejiang, fujian, Shanghai, jinan holy stream, guangdong too, main Shanghai Europe and Asia, synthetic materials, double tree plastics factory, shandong yu the great, holy lake and so on.
(4) rubber and plastic insulation products
Rubber and plastic insulation products national production capacity of more than 5 million cubic meters.
Hebei dacheng rubber production capacity accounted for nearly 80% of the total national production, production capacity is mainly concentrated in huamei group, shenzhou insulation group, huaneng zhongtian and other companies.
aerogel
At present, the production capacity of aerogel industry is small, with 30 enterprises. The production capacity and output have little change. The annual production capacity is 15,000 tons, equivalent to 100,000 m3 of aerogel felt.
Affected by foreign patent and technology litigation, the export of products has been affected.
At present, the products are mainly used in aerospace and military industry, pipe insulation and new energy vehicles, with less application in buildings.
Industry products as a new material development prospects are very good, we hope that the majority of member enterprises have the courage to innovate, vigorously carry out technology research and development, reduce product costs, expand market application scale.
7, silicate composite insulation material
The annual output of silicate composite products is maintained at about 100,000 tons, and the output is much lower than that of previous years.
In addition, due to the impact of national environmental supervision, there are many production lines suspended, which also limits the production capacity.
The development prospect of this product is general.
8, mineral wool sound-absorbing board industry
In 2018, mineral wool sound-absorbing board industry has a good overall operating form, with a small increase in production capacity and corporate profit. The annual output is 110 million square meters.
Shanxi region to build a number of mineral wool sound absorption board production lines, which, a granular cotton enterprises to build their own mineral wool board production line, but also affected by the pressure of environmental protection jinzhou small mineral wool sound absorption board enterprises capacity to move to the ground, granular cotton market supply is tight.
In the spring of 2018, some small enterprises in mineral wool board started production after the environmental protection permit, resulting in a strong demand for granular cotton production, and the overall benefit of the industry is good.
9, composite metal plate sandwich products
The total amount of composite metal surface sandwich board products increased slightly compared with that in 2017. Innovative products in the industry also kept emerging. The degree of convenience of on-site installation products was constantly improved, and the product performance was constantly optimized.
However, due to the low entry threshold of the industry, more small enterprises and fierce market competition, the survival environment of enterprises is in urgent need of improvement.
As a result of the continuous improvement of fire safety level, thus proposed the need for the core material plate, but also promoted the inorganic thermal insulation material as the core material plate demand, so the organic sandwich metal plate proportion decreased, and rock wool, glass wool as the core material metal plate proportion gradually increased.
10. Basic information of integrated board industry
There are about 200 integrated board enterprises, mainly distributed in shandong, hebei, jiangsu, sichuan, xinjiang and other provinces and cities, including shandong about 40, hebei about 30, jiangsu about 20, sichuan about 20, xinjiang about 20;
Driven by the green building (energy saving) policy and the product technology advantage (relatively thin plastering system), the industry will grow steadily in 2018. The output and application amount will be more than 50 million square meters. It is expected that the integrated board industry will be in the stage of rapid development in the next few years.
Enterprises in the industry should pay attention to the improvement of product quality, improve product quality and application standards as soon as possible, and set the entry threshold appropriately in the industry to avoid the inferior quality of a few enterprises and affect the development of the whole industry.
(iii) the outlook of the operation trend of the adiabatic energy saving industry in 2019
In 2019, the 70th anniversary of the founding of the People's Republic of China, the national industrial policy to accelerate the construction of an innovative country, vigorously implement the rural revitalization strategy, promote regional coordinated development will promote high-quality development of the industry, the national economy will bottom out and slowly pick up, innovative, high-quality development of enterprises will have a good market opportunity.
By the atmospheric environmental pressure caused by the production capacity, supply side structure reform, to limit production factors, accelerate the industry reshuffle, green growth stage of industry will be fully, will eliminate the environmental protection and quality substandard products and the production enterprise, for enterprise transformation to deal with in advance means greater market opportunities.
Sino-us trade frictions will have an impact on export-oriented enterprises.
Party's 19 confirmed the new era, new ideas, new goals, new journey, the whole country was in formulating their new target of development, transformation and upgrading from the building materials industry structure adjustment to an important point, a new development concept, a new development way, change the habits of the traditional development mode, rely on innovation drive transformation new kinetic energy, create a high quality in the new period of development, with a new idea to promote innovation, with a new development concept change of development mode, with the new kinetic energy increase and the effectiveness of the play to the resource, is a new turning point, new building materials industry development is both belong to the development of new energy-saving insulation materials industry positioning.
The adiabatic energy-saving material industry needs the development of multiple formats and strong services. The joint development between industries and the convergence of industrial chain will be the future development trend.
Iv. Problems and Suggestions in the industry
1. The overall development of the industry develops with the development of the national economy. The decrease of the increment of real estate and fixed asset investment limits the continuous expansion of the industry scale.
Our country existing building area of more than 400 square meters, a year 4% of the products upgrading buildings need heat preservation of about 1.6 billion square meters, is in need of about 5 million tons of insulating material and modification of existing construction market demand, more than a year of new requirements, our members should be in the existing building energy efficiency market, launch new products, new installation technology, adapt for the demand of construction market, the stock market development.
2, rock wool new production line more, resulting in local overcapacity.
Business difficulties and declining profits have seriously affected the initiative of the industry and caused investment losses in the industry. We should find ways to go global and actively transfer industries to develop high-quality products in areas with excess production capacity.
3, industrial upgrading is slow, the enterprise product technology homogeneity serious, causing homogeneous product on the market supply, product sales is difficult, but industry shortage of supply high quality products, stable prices are high, some products also need to import, the enterprises should increase investment in technology upgrade, more high quality products, to meet the social demand for high quality product.
4. The industry has common problems such as low factor productivity, product quality and lack of talents, which affect the development and growth of the industry
5. The industry also has small scale, low degree of concentration and lack of leading enterprises. We hope to accelerate the pace of industrial restructuring in the industry, cultivate leading enterprises in the industry, make the industry bigger and stronger, and serve the national energy conservation cause.
6. Enterprises should pay attention to environmental protection issues. Under the policy call of "green water and green mountains", for the manufacturing enterprises with kiln as the main production process in the adiabatic energy-saving material industry, energy conservation and emission reduction is the theme of ensuring normal production and sustainable development of the industry in the future.