Development Trend Analysis of Chinese fan Industry in the 13th Five-Year Plan
The development goals of the steel industry during the 13th Five-Year Plan period are mainly locked in six aspects: resolving excess capacity, adjusting industrial structure, curbing disorderly competition, increasing product innovation, promoting green development and encouraging the steel industry to go overseas. In order to reduce excess capacity, blast furnaces below 400m3 in China and those below 450m3 in Hebei province are backward with a total capacity of 80 million tons, which is expected to be eliminated during the 13th Five-Year Plan period. The Ministry of Industry and Information Technology released a total of three batches of "Steel Industry Standard Condition enterprises List", among which 77 enterprises in Hebei Province, a total of 307 blast furnaces, the 77 enterprises to be eliminated 450m3 or less volume of blast furnaces 56, 40 tons or less steelmaking converter, mainly 420m3 and 450m3 blast furnaces. Sensitive areas in the Beijing-Tianjin-Hebei region, the Yangtze River Delta and the Pearl River Delta will be replaced with reduced quantities. At the same time, the blast furnace under construction in China is still in production. It is expected that during the 13th Five-Year Plan period, the actual total iron production capacity of the country is still maintained at about 1 billion tons. In the steel industry, emerging markets such as Southeast Asia and Africa have great potential for steel demand growth, especially for construction steel. In addition, the next few years domestic steel enterprise merger and reorganization is also imperative.
Compared with many industries, environmental protection is the industry with the most market and development potential during the 13th Five-Year Plan period. During the "13th Five-Year" period, the three areas of atmosphere, water and soil are the focus of governance, VOCs, black and smelly water and soil pollution prevention and control and other subdivided areas of investment opportunities emerge, in 2016 will usher in the performance of the "outbreak period". In terms of air governance, VOCs governance and ultra-low emissions will become the main growth points. According to estimates, the "13th Five-Year" period, VOCs market size will mainly come from VOCs governance and monitoring equipment sales, market space will exceed 100 billion yuan. In the aspect of water pollution control, black and smelly water body control has become a new hot spot of market attention. From 2015 to 2020, the market scale of black and smelly water bodies treatment in China is about 400 billion yuan. In addition, the 13th Five-Year Plan will welcome 100 billion yuan of coal power ultra-low emission transformation market. At an executive meeting of The State Council, China will comprehensively implement ultra-low emission and energy-saving upgrading of coal-fired power plants by 2020, and significantly reduce coal consumption and pollution emissions in power generation. If the unit investment is estimated according to the dust removal transformation of 500,000 /kW, desulfurization transformation of 1.2 million /kW, "low nitrogen combustion SCR" denitrification transformation of 1 million /kW, the original goal of "completing the transformation of 150 million kW units by 2020" will bring 7.5 billion yuan of dust removal, 18 billion yuan of desulfurization, 15 billion yuan of denitrification, and a total of 40.5 billion yuan of transformation market. Rail transit construction has become an important means to boost the economy and has maintained a rapid development momentum. After accelerated construction in recent years, Chinese railway development has achieved remarkable achievements, but compared with the developed countries, the network density and per capita railway miles still have a gap, and the construction space is huge. Therefore, during the 13th Five-Year Plan period, China's railway investment will remain at a high level and China's railway market will remain the largest in the world. During the 13th Five-Year Plan period, fixed asset investment in railway will be 12% higher than that during the 12th Five-Year Plan period. By 2020, the total length of rail transit should reach 6,000 kilometers. In terms of oil and gas, China will steadily increase domestic oil production. We should attach equal importance to onshore and offshore fields, consolidate old oilfields, develop new oilfields, make breakthroughs in offshore oilfields, vigorously support the development of low-grade resources, and build nine large oilfields of 10 million tons in Daqing, Liaohe, Xinjiang, Tarim, Shengli, Changqing, Bohai, Nanhai and Yanchang. We will vigorously develop natural gas. In accordance with the principle of both land and sea and equal emphasis on conventional and unconventional natural gas, we should improve the capacity of increasing conventional natural gas storage, break through the development bottleneck of unconventional natural gas as soon as possible, and promote the rapid growth of natural gas reserves and production.