Graphite mold (graphite graphite mold) is the basic process equipment of industrial production, known as the "mother of industry". In industrial production, various molds and tools are used to produce products through injection molding, die casting or forging. Three points should be paid attention to when investing in the graphite mold industry.
First, the mold base is a standardized product, choose enterprises with scale advantages
At present, the use of graphite mold standard parts in China lags far behind that in developed countries. The shortening of graphite mold production cycle requires improving the coverage of graphite mold standard parts. With the intensification of competition in the graphite mold industry, the use of mold bases will become more and more widespread, and the service cycle of graphite molds will become shorter, and the demand for mold bases will increase.
As the mold base is a standardized product, we can pay attention to enterprises with scale advantages. In addition, due to the typical regional agglomeration of graphite mold production, the location of the company's plant should be close to the downstream users, and enterprises with good location selection and new plant put into production in the future should be favored.
II. The amplification effect of graphite mould output value is significant, and attention is paid to enterprises integrating graphite mould and parts production
The graphite mold industry generally adopts the single piece customization mode, which is customized according to the samples or design drawings provided by customers. Therefore, it has the nature of single piece and multi batch. However, due to the significant output value amplification effect of graphite mold production, the market scale of downstream parts of graphite mold is far larger than the value of graphite mold itself. For the production of parts, the core part is graphite mold, so graphite mold manufacturers have the potential to expand downstream. The most ideal situation is to be able to get through the production of graphite molds and downstream parts, so that we can not only make full use of our ability in graphite mold design, but also enjoy the larger downstream market.
Three, graphite die steel supply and demand gap, choose advanced technology and rapid expansion of the company
China is the country with the largest consumption of graphite die steel in the world. The market is very broad, and the future development prospects of the industry are optimistic. However, at the present stage, there is a huge gap between supply and demand of graphite die steel in China, and the external dependence is as high as 46%. A large number of high-quality graphite die steel needs to be imported from Japan, Germany, Sweden and other countries. The reason is that graphite die steel only accounts for 20% of the cost of graphite die, and the processing cost of graphite die is very expensive (accounting for more than 60% of the total cost). If inferior graphite die steel is selected, the life and forming quality of graphite die will be greatly affected. The gap in the life of graphite mould makes domestic graphite mould manufacturers prefer to buy high-quality graphite mould steel produced abroad at a high price rather than use domestic materials.
However, domestic graphite die steel has incomparable advantages over foreign steel mills. The first is the advantage of delivery time. The second is cost advantage. For products of the same specification, the price of domestic graphite die steel is only 1 / 5 to 1 / 3 of that of foreign countries. In recent years, China's graphite die steel production process and technology have made great progress, so we believe that with the further maturity of the technology, domestic graphite die steel products can replace imports. It is suggested to focus on enterprises that have made breakthroughs in technology and have key scale expansion in the future.
