Sunday, December 12, 2010

Short-term not optimistic about the air conditioning industry aluminium generation copper producers holding power

Based on the recent price of copper, aluminum in place of copper topics emerge again in the near future.

This year's Shanghai copper up to as high as 7 million Yuan/ton, currently still in 6.2 Yuan/tons. While aluminum price remained at 2 Yuan/tons standard, currently about 1.6 Yuan/ton. Because of the density and the cost of aluminium are copper 30% cost advantages of making aluminum, on behalf of copper as a trend.

Reporter learned that aluminum in place of copper has become the industry trends, but air conditioning manufacturers on this reaction heat is uneven: Oaks, LG and other minority vendor has been part of the air conditioning aluminum tube used in place of the copper pipe, Haier, and other industry leaders for utility and market acceptance, consideration was not positive.

There are people in the industry told reporters that the current price level of copper and aluminum, aluminum-copper on air conditioning costs decrease of the manufacturers, however, equivalent to a single air conditioning aluminum in place of copper, the production cost reduction after not more than $ 100.

"Aluminum in place of the great copper market space, depending on market acceptance depends more on the promotion of air-conditioning manufacturers.

"A production of aluminum tubes business leader told reporters.

Technologies has ripe

It is understood that the present aluminum in place of copper is concentrated mainly in the manufacture of air conditioning.

The industry says that in 2006-2007, the air conditioning aluminum in place of copper has been widely discussed, TCL, gree, kelon, Haier industry giants have proposed "aluminum material on behalf of copper", because the upgrade scenarios in material and technical constraints, aluminum in place of copper is still just in the air conditioning use on connecting tube, in air conditioning evaporator and condenser applications less.

"After several years of development, at present, most of the parts in the air conditioning can implement aluminum in place of copper, technically not a problem.

However, due to new technology and new products, at present, the entire air-conditioning market replacement rate is not high. "Specializing in the production of refrigeration piping for kangsheng co. (002418.SZ) dongmi Office who told reporters that although beautiful, Oaks, LG, etc. already connecting pipe on alternative, but the new product of uncertain risks make Haier leading enterprises promote aluminum in place of copper and aluminum are positive: on the one hand generation copper differences in performance, air conditioner manufacturers worried about market difficult to accept, will therefore lose customer impact brand image; on the other hand aluminium generation copper as a frontier products, research and development, pre-production, production, a process. Therefore, "Haier leading enterprises have adopted the ' slow with ' strategy, which directly affects the aluminum in place of the expansion of the copper market. ”

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