'Through the national environmental remediation in 2017, extensive or even in-line management of enterprises has been effectively controlled and reduced the actual emissions of various types of pollutants. With the stringent national environmental protection policies, it is estimated that in the future the regulation of banning the enterprises The intensity will increase unabated, next year will be a more painful year for China's chemical industry and a more chaotic year. '
1, China's chemical market is becoming a casino
It is not pleasing to see that more and more big companies with market monopolies are turning out to be gamblers and under the influence of these megacities, more and more raw materials The price will become increasingly cranky and elusive, and you should not fancy the unilateral rise because there is no single product monopolist in the market after all.
Because of various reasons, the pace of construction of the new plant is being greatly delayed, especially in the downstream or even normal technological transformation within the enterprise, the new projects have been placed under strict examination and approval, although tax is not overwhelming Chinese chemical enterprises straw, more and more Crazy market speculation, monopoly profits and corporate profits and technological changes encountered more and more resistance is frightening.
2, Industry reshuffle
A large and medium-sized enterprises (annual sales of about 20 billion) responsible person said that in the past 15 years, after their own efforts to establish six production bases in China, up to now, of which four have been closed, The remaining two, it is said, should also not be able to escape sooner or later be closed to find another place to build factories, they have so many years of hard earned money directly flooded. The key is that they are much smaller businesses? Soberly aware that 'it is a matter of time to close the door, the reinvestment of enterprises has not much value.' Big business day is not good, environmental remediation so that many 'sick' businesses can not be normal production, unscrupulous traders took the opportunity to Rumors have been soaring, resulting in fierce market volatility, the balance has been completely broken next year by environmental protection and environmental protection to say that will lead to more disorderly market prices toss.
3, Chemical project approval more and more difficult
In the past, heavy chemicals such as Shandong, Jiangsu and Guangdong began to be less and less popular with chemical projects. Of course, it is not to be ruled out that these underdeveloped provinces also temporarily welcome investment in chemical projects. However, you may invest in a chemical project in southern Jiangsu and the Pearl River Delta of Guangdong Try it! The harsh conditions of the project, the tedious project approval, will make you swear the next life no longer build a new plant in these areas.
4, Monopoly is destroying the very foundation upon which we live
China's chemical industry depends on the survival of the foundation is not based chemical industry, but the downstream - extensive use of chemical raw materials products. You go to Southeast Asia walk to see if there are several refrigerators, washing machine manufacturers; there are plastic products, textiles • Our base chemical producers are flirting with the rapidly increasing industry concentration, that is, using their supposedly solid industry monopoly to stretch their prices so that their clients can become fickle. Personally, these monopolies Stretching the price has two purposes: First, to obtain excess profits; the second is to attempt to enter the downstream industry. To achieve the so-called industrial chain integration. China has chemical companies have begun to start from the dehydrogenation of propane downstream has been done, I heard recently On the two million tons of ethylene cracked ethylene.If this ambitious enterprise really industrial chain integration success, will be far-reaching impact on the pattern of the entire chemical industry in China.
5, A new round of crazy industrial expansion is a large area in the upper reaches
Everyone is gazing at industries and products that may bring huge profits for themselves, and a new round of crazy industrial expansion is targeting those industries and products that make a good profit and drool, such as MDI, TDI, propylene oxide, ethylene , Titanium dioxide and so on. Some of these current super-profitable varieties have overcapacity and some will face severe overcapacity. Besides, the rapidly increasing cost has gradually led our light industrial products to lose their competitiveness in the international market. Because in the international arena, the quality of your products is spelled out, the cost is more and more.Remember that we export products can be very strong alternative, once no cost advantage, our business can only fight in the country. Based on the current situation, next year we will face unprecedented pressure on exports.
We should not be too short-sighted and should focus more on R & D and innovation. Government officials should spare no effort to support the construction of valuable new capacity (especially for downstream consumers) as the new plant will bring more new Equipment and more valuable products!