瞄准耐磨备件市场加码布局 耐普矿机持续打造硬核产品

Core Viewpoint - The global demand for copper products is increasing, leading to a rise in copper mine production, but the decline in copper ore grades is creating a significant demand for wear-resistant parts in mining operations [1][2]. Group 1: Market Demand and Trends - The global copper mining industry is facing a decline in ore grades, with major mining companies experiencing a noticeable drop in average ore grades [2]. - Despite the decline in ore grades, global copper production is on the rise to meet the growing demand for copper products [2]. - Mining companies are compelled to maintain production levels by opening new mines, increasing the consumption of mining parts, and enhancing the efficiency of mining equipment [2]. Group 2: Company Strategy and Product Development - Jiangxi Naipu Mining Machinery Co., Ltd. (Naipu Mining) is focusing on high-end products in the wear-resistant parts market, particularly through the development of forged composite liners [1][4]. - The company’s forged composite liners have shown significant advantages, including improved wear resistance, enhanced mill efficiency, reduced energy consumption, and decreased replacement time [1][5]. - Naipu Mining aims to increase its export revenue to over 80% in the future, which is expected to enhance the overall gross margin of the company [3]. Group 3: Product Performance and Market Potential - The newly developed composite liners are expected to have a lifespan more than double that of traditional metal liners, which will reduce downtime and improve mining productivity and economic benefits [5]. - The global mill liner market is projected to grow from approximately $2 billion in 2023 to about $3 billion by 2032, indicating a strong market potential for Naipu Mining's products [4]. - Naipu Mining has established usage agreements with several large domestic and international mines, with installations planned for the third quarter, setting a solid foundation for market promotion of the new product [4].