耐火材料行业深度报告——申万研究

kevinli2012

耐火材料行业深度报告

目 录
1.1耐火材料行业概况···············································5
1.2耐材行业迅速发展···············································6
2.行业内部结构调整，促绿色环保耐火材料发展·······8
3.工业生产节能减排，为节能耐材提供广阔空间·····10
3.1 四大高耗能工业能源消耗比达到32.7%············10
3.2耐火材料与工业节能息息相关···························12
4.节能减排新型耐火材料发展空间广阔···················13
4.1节能降耗耐材：不定形耐火材料年均增速达到18%················································································13
4.2绿色耐火材料：无铬耐火材料取代含铬材料为必然趋势·········································································14
4.3 新型绝热材料：陶瓷纤维年产量增速在15%····15
5.主要受益企业为新型耐火材料相关企业················17
5.1 鲁阳股份：节能先锋拓展防火新领域···············18
5.2 瑞泰科技：中高档玻璃耐火材料龙头，积极发展无铬碱性耐材··························································19
5.3 濮耐股份：节能先锋，快速扩张的钢铁耐火材料龙头·········································································20
图1：耐火材料主要下游领域...............................................5
图2：钢铁生产规模迅速扩大...............................................6
图3：水泥产量迅速增长...................................................6