Another year in 315, the news of the “circumstances of municipal pipe falsification and drainage pipes being mixed with recycled materials” broke out from CCTV, which caused widespread concern among people in the industry. First, let’s briefly introduce the pipeline that was exposed. The first is the double-armed ripples. Pipes (bellows), which are mainly used for residential municipal drainage, are widely used in recent years. Such pipe manufacturers are mainly exposed to the market due to 'non-standard' products. The so-called 'non-standard' is due to the production process. The introduction of cheap reclaimed materials, and the problems caused by such pipes are mainly long-buried underground, which are prone to leaks, cracks, burst pipes, etc., and will directly affect public safety. What is also exposed is more closely related to people’s lives. The water supply pipe and the water supply pipe are the municipal drinking water pipes, which are related to the safety of water for millions of households. The water pipes that are doped with recycled materials do not meet the standards in terms of sanitation, and their pressure-bearing capacity does not reach the national level. standard.
The occurrence of such industry problems is not an example. From the point of view of industry development, what are the main causes of such problems? We look at the demand and development of plastic pipes first. Since the reform and opening up, China has entered During the period of stable and rapid urbanization, the level of urbanization has also been markedly improved. With the vigorous development of urbanization, the construction of municipal projects has become even more urgent. In particular, municipal drainage and water supply projects are of the highest priority. Because plastic pipes are Lightweight, anti-corrosive and other features have been widely used.
According to the production trend of China's plastic pipelines from 2006 to 2017, the output of domestic plastic pipelines maintained a steady growth. In 2014, the Ministry of Housing and Urban-Rural Development proposed the construction of a sponge city. In 2015 and 2016, the relevant national ministries determined 16 cities and 14 cities respectively. The city will carry out pilot projects for the construction of the sponge city. With the gradual promotion of the sponge city, as of now, the eco-city has started the construction of 65 sponge city pilot projects. The construction of the sponge city has greatly stimulated the use of domestic drains. In addition, in 2017, the Under the environmental protection policy, the “coal to gas” proposal and implementation, the demand for PE pipe is a step forward.
What is the trend in the supply and price trend of domestic pipe materials, as the demand for domestic pipe market continues to increase and develops well?
Due to the promotion of policies in recent years, domestic water supply and drainage and gas pipelines have developed well. The amount of such pipes used is mostly PE pipes. Therefore, we focus on the production of domestic PE pipe materials. According to the statistics data of Jinlianchuang, in recent years, The output of PE pipe raw materials showed a growth trend, of which the increase in 2014 increased and continued to maintain a sustained growth in the later period. In addition, there is still a relatively high proportion of domestic sources of pipe materials that need to be imported.
From the perspective of price, the price difference between domestic pipe materials and general-purpose materials increased gradually in 2014-2015, and the price gap between the two products narrowed in 2016. Since 2017, the price of domestic PE pipe materials has been promoted with the 'coal-to-gas' policy. The difference between the spread of general materials and long-term maintenance of a large spread. Through the price trend may also be able to reflect to a certain extent, in the plastic pipe production process, 'non-standard' drainage pipe is not a short-term problem, so the long-term promotion in the 'sponge city' During the process, the impact on PE pipes was actually limited. However, in 2017, the country promoted coal conversion to gas, and the gas pipelines increased significantly. Due to higher thresholds and technologies, gas pipelines spurred the price of PE raw materials more significantly, driven by demand and profits. The production enterprises chose to produce more gas pipe materials, which weakened the output of PE ordinary pipe materials. Under the domestic demand, the prices of domestic pipe materials and common materials gradually increased.
Looking at supply and demand and prices, it seems that for the phenomenon of 'non-standard' pipe materials, we have found a trace of profit-driven 'black heart' reasons. In fact, I believe this is not the ultimate reason for the existence of 'non-standardized pipes' in plastics. In the rapid development of the pipe industry, the number of domestic pipe materials factories has also increased significantly. However, in the 10,000 plastic pipe products factories, the production capacity of 100,000 tons/year or above accounts for only 1%, and the production capacity is 10,000 tons/year or more. Accounted for 9%, while the production capacity of 10,000 tons / year or less accounted for 90% of the industry, the intensification of the industry, the supervision of the industry, product structure optimization, the realization of the industry's norms, are no small challenge. At present with the domestic With regard to the gradual advancement of the industrial entry policy, the production of the domestic pipeline industry is also expected to move toward intensification, gradually respond to changes in market demand, resource conditions and operating environment, realize the optimization of plastic pipe systems, optimize the allocation of resources, and eliminate low End of the excess production capacity.