FrontpagepictureChangepicturebymarkingPicture,rightclickandchoosesendtofront.Clickontheiconinthemiddleofthepictureandlocatethenewpicture.Afterinsertingonceagainmarkthepicture,rightclickandchoosesendtoback.PictureSizeForbestqualitythesizeshouldbe:H15.1cmxW25.4cm铜铝电缆竞争李荆南昌中国铜杆会议2015年7月30日铜最核心的一个蛋糕被动了2铜电力电缆•近200万吨•约74%市场份额•2013年精铜表观消费量:830万吨铝电力电缆•30多万吨•2013年电解铝表观消费量:2230万吨数据来源:上海电缆研究所CNIAHeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText由一家铝合金电缆开始…32007年香港加铝贸易商销售合金电缆2009年加铝天津工厂成立2012年底美国通用电缆收购2014年通用预出售中国铝合金业务广告商业运作国内上百家铝合金电缆厂蜂拥而至本报告铝合金特指8000系列铝合金HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText推广铝合金背后的原因是高利润铝合金和铜缆、铝缆的报价机制不一样•铜缆、铝缆基于成本报价•铝合金基于铜缆价格报价−铜缆8折报价,铝合金毛利57%−6折;38%−4折;14%44HighprofitofAACAbundantmarketingbudgetHighunder-tablerebateLobbyforPolicyInfluencecodesPromotionSalesnetworkProductioncapacityR&DHeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText•约60家铝合金杆厂•2014铝合金杆产能:130万吨520132014Growthrate国内用量59k70k19%出口11k13k18%总计70k83k19%Datasource:ICAChina铝合金杆情况HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText铝合金电缆情况产能已经过剩•电缆厂家为短期利润蜂拥上马铝合金电缆生产•前4大电缆厂已经开始生产8000系列铝合金电缆•目前生产厂家:300•现有产能:150亿元•在建产能300-400亿元•国内销售:25.4亿元/201325.9亿元/2014•2013以来价格下跌15%•现在均价5-6折铜缆价格,但价格混乱•6Datasource:ICAChinaHeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText在高额的利润下,宣传开始变味…•铝合金电缆达到铜缆的同样安全性能•铝合金电缆更耐腐蚀,使用寿命比铜长10年•新一代的铝合金电导率比铝高•使用铝合金电缆更节能•铝合金电缆全生命周期比铜缆更优秀•以铝代铜推广铝合金电缆7以上观点摘自公开发行的杂志、报纸和网站。HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText铝合金进攻策略•影响政策,广泛传播以铝代铜,以铝节铜•不惜代价影响所有可能的标准、规范、技术导则•高密度影响设计师、电网•广泛市场宣传(传统媒体加新媒体),并以第三方的名义发布•低价竞争•高回扣•覆盖全国的销售网络•建立联盟(欣意+国网电科院;加铝+上缆所)8HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText铝合金电缆的目标市场•商业建筑•工业建筑•电网•新能源发电•住宅|Presentationtitleanddate9研发方向及下一步进攻市场•中压电缆•防火电缆•分支电缆HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertTextAACADinChina|Presentationtitleanddate10ConductivityEasyInstallationHighcostperformanceratioHeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertTextAACAdin2015StabiloyAACInventorandpromoter|Presentationtitleanddate11HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText|Presentationtitleanddate12HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText|Presentationtitleanddate13HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText|Presentationtitleanddate14HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText相关政府的态度是雪上加霜|Presentationtitleanddate15HeadlineMaximum2linesSubheadingBulletsTochangebulletandtextlevelusethe‘increase/decreaselistlevel’foundundertheribbonHomeParagraphFootertextInsertPresentationtitleanddatebyopeningtheheaderandfooterdialogboxplacedundertheribbonInsertText什么是真正的目的?CNIA;MIIT|Presentationtitleanddate16H