趋势研判！2025年中国棕刚玉行业产业链图谱、产量、进出口及未来前景展望：海外需求回暖拉动出口量上升，国内棕刚玉产量恢复增长[图]

Industry Overview - Brown corundum, also known as emery, is produced from bauxite and coke in an electric arc furnace, with a main chemical composition of Al2O3 ranging from 95.00% to 97.00% [2][3] - The industry has shown significant fluctuations in production supply, with a projected national output of 890,000 tons in 2024, marking a 20.27% year-on-year increase [5][21] Production Insights - The increase in production is primarily driven by four major regions: Guizhou, Shanxi, Chongqing, and Guangxi, with respective year-on-year growth rates of 25%, 13.33%, 92.31%, and 250% [5][7] - The average price of brown corundum is expected to rise due to tight supply of bauxite, with prices for blocks increasing from 4,200-4,400 RMB/ton in 2023 to 4,600-4,800 RMB/ton in 2024 [5][11] Export and Import Dynamics - Since 2021, China's brown corundum imports have remained below 0.05 million tons, indicating self-sufficiency in the industry, while exports accounted for over 50% of production, reaching approximately 53.24% in 2024 [9][11] - Export volume is projected to reach 473,800 tons in 2024, reflecting a year-on-year increase of 10.68% [9][11] Market Competition - The market is characterized by a low concentration of firms, with the top three companies holding less than 15% market share [13] - Leading companies like Chongqing Bosai Mining and Guizhou Goxin New Materials are enhancing their positions through technological innovation and capacity optimization [13][15] Development Trends - The industry is experiencing a dual transformation driven by increased capacity concentration and stringent environmental policies, with major production areas consolidating resources [21] - There is a growing demand for high-purity brown corundum in emerging sectors such as photovoltaic silicon wafer cutting and lithium battery anode materials, with a projected 25% annual growth in demand from the photovoltaic industry [22] - The industry is expanding its global footprint, with exports reaching 65.77% of total production in 2024, and significant growth in markets like Southeast Asia [23]