In March, major domestic events were concentrated. Since the opening of the 13th session of the National Committee of the Chinese People's Political Consultative Conference and the 1st session of the 13th National People's Congress on March 3rd, from the government work report to the ministerial channel speech, the new policies, regulations, and other news have not been affected by the people. Looking forward. We set out from the plastics industry to sort out which of the two policy messages will have a new impact on the plastics industry.
First of all, the first keyword 'De-capacity In 2018, the steel production capacity will be reduced by about 30 million tons, the withdrawal of coal production capacity will be around 150 million tons, and the coal-fired units with sub-300,000 kilowatts or less that are out of compliance will be eliminated. From the perspective of the national macro-capacity removal policy in recent years, coal, Overcapacity, such as steel, has clearly shown that steel and coal prices have rebounded sharply since the implementation of production capacity reduction. This is the most direct effect of the increase in the domestic production capacity of coal-based olefins. This reduces the cost advantage of domestic coal-based polyolefin products compared with that of oil-based products. In addition, for the coal-fired units that do not comply with the standard, most companies have already made relevant adjustments through the policy buffer period, but It will also have an impact on the plastics production enterprises that are partially shut down by the enterprises, especially the downstream terminal manufacturers.
The second keywordEcological Civilization Huang Junqiu, Vice Minister of the Ministry of Environmental Protection, stated that the current air pollution control situation is still in a stage of heavy climbing, implementing the ecological environmental damage compensation system, perfecting the ecological compensation mechanism, and protecting the ecological environment with a more effective system. From 'the most strict environmental protection season' From the perspective of 2017, the implementation of environmental protection policies in the country will become more and more stringent and more normalized in the future. During the two sessions this year, everyone was paying special attention to the new policy requirements on environmental protection. 2018 The production industry will also face new challenges. For the standardization of the plastics industry, eliminating companies that do not meet environmental standards, etc., the industry reshuffle will accelerate, and demand will continue to flow to large-scale production and processing companies with standardized production. , For small and medium-sized manufacturing companies, individual industrial and commercial households may be more difficult to survive, but the overall impact on the plastics industry may be limited.
The third keywordUrbanization In 2018, another 13 million people were resettled in the city to speed up the urbanization of the agricultural transfer population. Three new shed reform plans were initiated and 5.8 million units will be started this year. The urbanization continues to be further advanced, and the construction of supporting facilities and infrastructure will be strengthened. It is also a direct and positive support to the plastics industry. It directly stimulates the plastic industry's demand for pipes, plates, and soil materials.
In addition, new policies and regulations for the “tax system” will also have a direct impact on the plastics industry. Wang Jun, Director of the State Administration of Taxation: The content of taxation in this year's government work report has at least three features: 1. More actions. In the government work report There are 31 tax-related contents, of which there are 18 items of tax-reduction and tax-reduction measures to be promoted this year, which is the most recent one. It has heavy weight and great efforts. 2. It covers a wide area. The tax reform will benefit hundreds of millions of natural persons. Tens of millions of companies.
Finally, the key words that will affect the plastics industry include 'product quality', 'infrastructure investment', 'double-creation (innovation and entrepreneurship)', 'technical pipe system', etc., which will generate new direct or indirect effects on the development of the plastics industry. The impact of 'product quality' will continue to increase the demand for plastic raw materials, end-products, etc., and put forward new requirements for existing production companies. The 'infrastructure investment' has a certain positive impact on the plastics industry. ' "Double Innovation," "Science and Technology Management System", etc. will be helpful to the problems and difficulties encountered in the first two aspects. The above several aspects will have far-reaching guiding significance in strengthening the benign development of the plastics industry.