The development of the honeycomb panel industry is closely related to many honeycomb industry in the national economy. The acceleration of urbanization during the 11th Five-Year Plan period and the adjustment and upgrading of industrial structure will promote the downstream industry of honeycomb panels including the automobile industry and construction industry. The demand for honeycomb panels has gradually increased; in addition, the rapid growth of China;s national economy, the structural upgrading of household consumption, and the growth of fixed asset investment have also laid a stable foundation for the long-term development of the honeycomb panel industry. However, the above factors promote the continuous development of the honeycomb panel industry. At the same time, the development of the honeycomb panel industry shows the incompatibility of production capacity and economic benefits. The cyclical and volatility characteristics of the development of the honeycomb panel industry determine the degree of cellular panel enterprises to some extent. Market performance.
The National Development and Reform Commission and the six ministries and commissions issued the ;Several Opinions on Promoting the Industrial Structure Adjustment of Flat Honeycomb Panels.; The focus of the opinion is on two aspects: controlling the new capacity of the honeycomb panel industry. As the honeycomb panel industry in 2016 is at the bottom of the honeycomb panel industry, overcapacity is more serious. In the paper, the National Development and Reform Commission emphasized the strengthening of control over new honeycomb panel projects and the industrial restructuring of the honeycomb panel industry. Improve the deep processing rate of honeycomb panels and increase the added value of honeycomb panel products. In the next two years, the prospects of the honeycomb panel industry will be clear and good, and the shortage of honeycomb panels in 2008 will not be ruled out. We believe that the NDRC;s current control of the new capacity of the honeycomb panel industry is later than the market regulation of the honeycomb panel industry. As the production of honeycomb panels expected to be put into production in the past 17 years has been significantly reduced, the introduction of regulation and control policies will further reduce the future new capacity of honeycomb panels. In the case of demand growth of 12-15% and very low capacity flexibility, we It is not excluded that the supply of the honeycomb panel industry in 2017 will be in short supply.
In summary, the structural adjustment will change the current situation that the profit of deep processing enterprises is significantly affected by the profit fluctuation of the honeycomb board industry. The increase in the deep processing ratio will change the serious homogenization of the products in the flat panel honeycomb industry. The market competitiveness of the company in the float honeycomb panel industry will ultimately depend on the company;s market share in deep processing.
The self-digesting capacity of float honeycomb panels will significantly increase the ability of these enterprises to be lower than the risk of the honeycomb panel industry. Therefore, the long-term optimism of CSG and Fuyao;s deep processing capabilities is clearly in the secondary market, and the honeycomb panel sector has recently surged. With the weakness of the broader market and rapid adjustment, due to the digestion of profitable chips, it has recently risen against the market. With the regulation of the order of the honeycomb panel industry, the development prospects of leading quality companies are good, investors should pay attention to it.
