After the March 31 explosion of huafu kunshan's handing precision metal,all of quankunshan's magnesium alloy processing plants were ordered to stop work for inspection.
Affected by this accident,brand factories must readjust the supply to avoid affecting the performance of the peak season in the second half of the year,which triggered a big competition for orders in the metal casing industry.In order to inject new momentum into the current situation of weak industrial demand,CMG,juteng and hon hai took positive actions.
Huafu said recently that the first plant of huafu was controlled to enter,and 50 percent of the equipment of the second plant has been moved to ma'anshan.In the future,the equipment of the first plant will also be transferred to the past after it is unsealed.The company said that it will try to unseal the equipment and hopes to transfer all the equipment to maanshan factory by the end of may.In the future,the magnesium alloy products will be moved to maanshan for manufacturing.Kunshan factory is responsible for aluminum alloy manufacturing.
Waffer h&q precision metal after the explosion,the committee office of jiangsu province three statements,the first point is"common-sense thorough screening",for the group die group of injury often occurred in the key areas for controlling the big screen,so not only h&q asked the seizure of tested manufacturers,kunshan processing factory were required to cease all magnesium alloys tested,also did not return to work so far,the industry estimates,the shutdown of tested,at least until the end of October,even to the end of the year.
The company said it could not say whether the inspection would take place by October,and that the government had not given a definite time frame for the inspection.As the company's production capacity is affected by government policies,it may not be able to meet all customer needs in a short time,and customers may temporarily adjust their orders.
Metal related companies,points out that h&q explosion casualties involved and relevant government unit",when to return to work in sight,will also hit the second half of the production peak season,so the brand factory has recently in readjust supply,originally in the kunshan production of magnesium alloy products,transfer to other suppliers and region,and order adjustment process,is actively take single for hard,the best opportunity to raise the proportion of their suppliers.
The industry pointed out that waffer in kunshan main production of magnesium alloy products including NB and automobile components,and NB brand including hewlett-packard(HP),LG Electronics,LG Electronics)and Dell(Dell),with HP accounted for is bigger,and among them the HP NB magnesium chassis suppliers in addition to waffer,include giant teng and hon hai,in addition to the above 2 suppliers to strive for more orders,can be added into also positively take single game.
However,compared with aluminum alloy,the price of magnesium alloy is relatively high.Therefore,it is mainly used in high-end models,which means that there are relatively few products.Especially,HP and other brands have not only sought one supplier from huafu.So why does this small order trigger a rush for metal casings?The main reason is the overall chassis industry demand outlook in 2019 is weak.
Metal casing performance is weak,can be an indicator.The group's consolidated revenue was 15.804 billion yuan,an annual decrease of 22.6%,and the operating gross profit margin fell to 25.4%,a big decrease of 11.3 percentage points compared with the previous quarter,and a decrease of 16.3 percentage points compared with the same period in 2017.As a result,the after-tax net profit of the single quarter was 1.696 billion yuan,an annual decrease of 53.6%,the lowest since the recent 28 quarters.
Industry analysis,into the hands of not NB,still have smartphones and wearable device,its operation performance,not only represents a single customer shipment,but the overall consumer electronics business performance is not good,even if the second half of the Apple(Apple)will push,but could rekindle fruit are still in doubt,at this time in kunshan halted shipments of magnesium supply chain is to provide great opportunity of single.
Metal related owner pointed out that waffer face a NB sustained recession in recent years,has the development focus to automotive market,the main customers include BMW,Audi,and Tesla,new factory set up in ma on shan also focus on automotive components,in h&q after the explosion,the most important job is to placate waffer good for customers,and help them to transfer to the ma on shan production,as for the process,whether will be trade rob,remains to be seen.
It is reported in the industry that jubao,a subsidiary of juteng,has been actively developing magnesium alloy production molds in its nanjing factory recently to expand its capacity and strive for new orders.Some orders of huafu have been transferred to jubao.As for hon hai's magnesium alloy factory in kunshan,which is affected by the shutdown and inspection,hon hai also has magnesium alloy metal processing in yantai,so it can transfer production capacity from kunshan to yantai.
At the same time,the industry can be directly contacted with HP and other brand factories,actively strive for orders.In recent years,kecheng has shifted its production focus from suzhou to taizhou and suqian.The stop-work incident in kunshan has not been affected by any factors,but has become its best chance to grab a single.
In fact,in addition to NB and other consumer electronics products,tesco is also striving for the order of auto parts.Whether the accident of huafu factory will bring business opportunities for tesco in the use of cars has also attracted the attention of the industry.