Mold hardware industry investment should grasp the three main lines

The mold is the basic process equipment for industrial production and is called the “mother of industry”. In the industrial production, various molds and tools used for the production of products are produced by injection molding, die casting, or forging, and the mold industry pays attention to three points.

The formwork is a standardized product, and the enterprises that have the advantage of scale are currently lagging behind the developed countries in the use of mold standard parts in China. The shortening of the mold production cycle requires an increase in the coverage of mold standard parts. We believe that as the competition in the mold industry intensifies, the use of mold frames will become more widespread, and the mold life cycle will become shorter, and the demand for mold frames will increase.

Since the formwork is a standardized product, it can focus on companies that have scale advantages. In addition, due to the typical regional agglomeration of mold production, the location of the company's factory building should be close to the downstream users, and it is optimistic about the well-located companies with the new plant in the future.

Magnification effect of mold production value is significant. Concerned about the integration of mold and parts production The mold industry generally adopts the single-piece customization model, which can be customized according to the samples or design drawings provided by customers. Therefore, it has the characteristics of single-piece and multi-batch. However, due to the significant production value amplification effect of the mold production, the market scale of the downstream parts of the mold is far greater than the value of the mold itself. The core part of the production of parts and components is the mold, so the mold manufacturers have the inherent potential to expand downstream. The ideal situation is to be able to open up the production of molds and downstream components, so that both the ability to fully use the mold design and the larger downstream market can be enjoyed.

Large gaps in supply and demand for die steel, advanced technology selection and rapid expansion of the company China is the world's largest consumer of die steel, the market is very broad, the future industry development prospects are optimistic. However, at this stage, the supply and demand gap of China's die steel is huge, and the foreign dependence is as high as 46%. A large number of high-quality die steels need to be imported from Japan, Germany, and Sweden. The reason is that the tool steel only accounts for 20% of the cost of the mold, and the mold processing cost is very expensive (more than 60% of the total cost). If the inferior mold steel is selected, the life and molding quality of the mold will be greatly affected. influences. For example, the domestic die casting H13 steel die has a life of 30,000-50,000, while the imported high-quality H13 steel die casting die can reach 200,000 lives, and the corresponding final product output can be increased by 4 to 6 times. The gap in mold life makes domestic mold manufacturers prefer to purchase high-quality mold steel from foreign countries rather than using domestic materials.

However, domestically produced die steels have advantages that foreign steel plants cannot match. The first is the advantage of delivery time. The second is the cost advantage. For products of the same specifications, domestic mold steel prices are only 1/5 to 1/3 of that of foreign countries. In recent years, China's mold steel production process and technology have made great progress, so we believe that with the further development of technology, domestic steel products can replace imported molds. The proposal focuses on making breakthroughs in technology, and there will be companies with major scale expansion in the near future.