In recent years, the grim situation of environmental protection can be said to be unprecedented. Although it can not be said after all, this harsh situation will gradually be streamlined. In the future, the entire chemical raw materials, plastic raw materials and other industries have even stricter and more environmental protection requirements. Is Beijing-Tianjin-Hebei and its peripheral transmission corridor '2 +26' cities to carry out one year of enhanced supervision of air pollution prevention or for the heating period issued by the air pollution control regulations, have a huge impact on industrial production. So called the history The most stringent environmental regulations on polypropylene production how much impact? We look at both supply and demand.
From the manufacturers point of view, the current amount of impact seems to be minimal.Then this year's environmental inspection in North China and Northwest, Northeast and other regions mainly affected relatively small in other areas.It is understood that at present China's total polypropylene capacity of 21.43 million tons , Of which the total output of Northwest, Northeast and North China reached 11.9 million tons, accounting for about 51% of the total. The scale is huge.
However, according to the survey, polypropylene producers in the relevant regions have not received any notice of stoppage or load reduction of environmental protection and still maintain normal production. From this year's maintenance plan, apart from long-term parking facilities in the region, there are Datang Duolun, Shandong Lianhong, Jinan Refinery, Liao Tung Chemical and other manufacturers have a longer period of planned maintenance, involving a total capacity of only 1.21 million tons, the regional total capacity accounted for 20%; and, the above manufacturers parking The time is about 60 days, the corresponding loss of production was only 200,000 tons in the vicinity of the rest of the manufacturers parking are temporary or unexpected, and more restart within 7 days, and in the near future, the factory no definite maintenance plan, the normal production of From this point of view, the introduction of environmental protection policies, the impact of polypropylene production enterprises is relatively small, supply-side impact is almost negligible.
Demand from the point of view, the impact will be limited.Since early July, the domestic part of the plastics processing enterprises received a parking notice, waiting for the monitoring, rectification and other completion of the entire process.In addition, from the data, in 2017 the main downstream polypropylene industry started The situation did decline compared with the same period of last year, of which, the operating rate of plastic woven enterprises was about 63%, down 3% over last year; BOPP industry started little change last year, both at 63%; injection molding industry operating rate throughout the year at 50 Near the% decline compared with last year, about 9%.
It is understood that the relatively large downstream-related polypropylene enterprises, environmental protection policies by the less affected.Please think that as the industry's leading enterprises, most of the environmental protection work has been followed up, and the production process is the leading in the country, a sudden policy Tight tight on the production started less affected, but it is undeniable that the plastic downstream enterprises also exist small and scattered characteristics, for such small and scattered enterprises, we believe that the impact of environmental protection policies on the downstream industry chain still exists. For example, some companies need to rectify or support the relevant environmental protection equipment according to the requirements. For example, some substandard devices need to be withdrawn from the market, which will lead to the decline of downstream demand in a period of time.
To sum up, we think the impact of environmental factors on the plastics and chemical industry is mainly analyzed in two aspects. First, in the short term, the pain of the entire industry can not be avoided. At the same time, the supply of raw materials will also be caused In particular, during the heating season in 2017, SMEs in downstream products faced a certain degree of decline in demand as a result of the environmental protection policies rectification. As a result, the shipment of PP plastic raw material enterprises caused a large The extent of the impact, but also in the short term led to a substantial reduction in the rate of consumption of plastic.From another perspective, after the screening, the entire industry demand for end-use or will steadily increase, the downstream industry will gradually eliminate the backward Of the production capacity for the plastics industry's rapid development as a whole have a good role in promoting.