Customer demand-oriented, what did Novives do? Methionine, environmental protection, non-resistance.

On November 10, 2017, Novweis announced a new methionine production facility with an annual capacity of 120,000 t in Calhoun County, Texas, USA, and plans to start production in 2020Focus inganine market is not difficult to find, in recent years, the world's major methionine manufacturers have plans to expand production has been announcedXci, according to Boa Hutchison's calculations, the global methionine production capacity will continue to expand in the next 1 to 3 years, reaching 2.57 million ts by 2020, an increase of 870,000 ts over 2017Based on a global demand for methionine of 50,000 to 100,000 ts per year, the global demand for methionine will be around 1.45 million t by 2020It can be seen that if all the planned projects of the methionine manufacturers can be successfully put into production, by 2020, China as the main battleground for methionine consumption will face a brutal competitive situationWhat do Norvey think? What preparations have been made? During the 2018 China Amino Acids and Feed Raw Materials Application Seminar, the reporter interviewed MrTang Hangchu, President of Novo is the East Asia RegionTang always answered the reporter's 5 questions about methionine, summarized the four industry trends that Novis judged and validated over the past few years, and described the three changes in the future development of Novos, all of which were dry.Xci"About Methionine" XciNovis has always been proud of his identity as the inventor of hydroxy methionineXciin the late 1970s, Novix first introduced liquid hydroxymymethionine Alimet ® as a source supplement for methionine in feed, which attracted widespread attention in the global feed industryPreviously, the methionine additive used in feed was powdered DL-meth, commonly referred to as DLMAlthough to this day, the debate over the biological activity of DL-methionine and hydroxymethynine has not ceased, sales and market share of hydroxymethionine are growing year by yearIt is estimated that the current global use of hydroxymethionine accounts for about 40% of the total use of methionine, while in the United States, Mexico and other countries, the use of hydroxymethynine accounted for more than 60%Xcihas an analysis that, with the gradual integration of china, India and other countries poultry industry and the level of aquaculture industrialization, automation, hydroxy methionine demand growth will be higher than DL-methineAt the same time, China's environmental demands for upgrading of hydroxymethymeise are also good newsAfter interviewing MrTang Hangchu, President of Novishi East Asia, the reporter found that Novishi is full of optimistic expectations for the future development of the methionine market, especially the hydroxymethynine marketXcireporter: In recent years, the world's major methionine manufacturers have announced plans to expand production, the domestic also has a new methionine project plan on the horseHow does Novishi view the world's major methionine manufacturers in this round of investment plans?XciTang: There are several notable features of the methionine industryFirst, the market demand is growing steadilyHistorically, global demand for methionine has been growing at an annual rate of about 6% over the past few years and is expected to remain at this level for years to comeThe drivers of stable market demand are more, on the one hand, the continuous improvement of human living standards and the rising demand for animal proteins, on the other hand, with the further improvement of aquaculture technology, the traditional breeding model is developing to a modern, scientific intensive breeding model, which will increase the use of industrial feed, thus driving the use of amino acids; These factors determine that the methionine market will grow steadily for a long time to comeXcisecond, the methionine industry is a heavy investment industry, the concentration of funds is high, so this industry is not a continuous small-scale expansion of production industry, but once the investment into production must exceed the gap between supply and demand, through a one-time investment to ensure that the supply capacity of methionine to the industry can be sustained for several yearsXcithird, the methionine industry has a certain degree of technical concentration, so when the methionine supply and demand balance or supply is tight, any change in any major supplier due to production maintenance or other reasons will undermine the supply and demand relationship, resulting in a rise in the price of methionine Such stories have often been seen in the past, such as in 2014-2015, the price of methionine has risen to 80 to 100 yuan/kg, seriously deviatefrom the real price As methionine practitioners, we do not want to see this abnormal phenomenon, but want the industry to develop steadily Therefore, at regular times, methionine producers will carry out a round of expansion to ensure that the industry returns to a rational, sustainable and stable state of development Xci fourth, methionine industry has cyclical characteristics, each cycle to go through the price from peak to trough process, so it is inevitable that after the completion of a round of expansion of production in a short period of time to form a phenomenon of oversupply, so that prices return to rationality, and then with the growth of demand, the balance of supply and demand gradually shift, and then into the next cycle As a result, the periodic cycle of methionine will still reappear for a considerable period of time when there is no revolutionary breakthrough in technology For Novi, Xci , this round of investment is based on the cyclical characteristics of methionine investment expansion, but also based on our vision, to meet customer needs, meet the needs of the industry Xci Reporter: According to Novi's investment plan, Novishi's liquid methionine production capacity will reach 440,000 ts by the end of 2020 If the global methionine manufacturers can successfully put into operation in this round of investment plans, the global methionine production capacity will reach 2.57 million t by 2020, an increase of 870,000 ts over 2017 Based on a global demand for methionine of 50,000 to 100,000 ts per year, methionine demand will be around 1.45 million t by 2020 By this measure, the methionine industry operating rate of 55% will be able to meet demand, basically equivalent to the industry operating rate of lysine products in 2013, when the market price of lysine almost fell to the cost price Is Novishi considered and prepared for this?Xci Tang General: First of all, Novi division is one of the world's first companies engaged in methionine production, we have experienced and responded to many times the cyclical changes in the methionine industry, from oversupply, supply and demand balance to supply and demand, has a wealth of experience Second, in the competition of the methionine industry, we are more confident about the position of Novos in the industry The field of methionine has always had DL-methionine and hydroxymethine 2 kinds of methionine source feed additives, but in this round of expansion, in fact, most manufacturers are expanding the production of DL-methionine, and due to technical reasons, the world can supply hydroxymethiomenine manufacturers are relatively small Therefore, if methionine is taken as a whole, there is a real oversupply of capacity by 2020, but if DL-methanine and hydroxymethyanine are seen separately, it is possible that the dL-methionine oversupply will be more severe With the increase of the proportion of hydroxymethymeanine use, there may even be an oversupply of methionine and a tight balance between supply and demand of hydroxymethyone Xci reporter: How does Novis judge that the proportion of hydroxy methionine use will increase?Xci Tang Total: Hydroxy methionine has some advantages over DL-methionine First, in storage and transportation, hydroxy methionine has a relatively large cost advantage, in addition, in the case of good system matching, in the experience of Europe and the United States, hydroxymethionine is also the convenience of use is better Second, hydroxy methionine has an environmental advantage Environmentally, DL-methinin in use can not reduce the amount of waste ammonia, nitrogen release in animals, and hydroxy methionine is actually methionine analogues, that is, methionine precursor, it can transfer ammonia, nitrogen in the animal body into methionine Therefore, the use of hydroxymethionine can reduce the ammonia content of radon emissions from farmed animals Third, in some animal species, hydroxy methionine has a natural technological advantage over DL-methionine, such as aquatic animals Because aquatic animals have a relatively short digestive tract, when fed DL-methine absorption speed, which leads to the concentration of methionine in the blood of animals increases faster, thus transmitting a signal to aquatic animals, and leading to their feeding inhibited In addition, due to the rapid absorption speed, more methionine in physiological activities will be consumed as energy, resulting in a decline in protein accumulation for their own Hydroxymethionine is absorbed after the first by transamino reaction to form methionine, so in aquatic animals naturally formed a slow release, neither inhibit the harvest, but also make more methionine used for their own protein accumulation This advantage is naturally brought about by its molecular structure, and is also validated by experimental data In ruminants, hydroxy methionine also has a technical advantage over DL-methine The bioavailability of the ruminant direct feeding DL-methionine is relatively low, because the tumor stomach absorbs nitrogen sources into the growth of bacteria that convert into micro-organisms in the tumor stomach, thereby reducing the proportion of methionine used by the ruminant animals themselves through the tumor stomach, so feeding DL-methine usually requires the cost of being increased, and hydroxymethionine without being packed in the tumor stomach pass rate can reach about 50%, which is verified by the North American Research Institute At the same time, hydroxy methionine also has the effect of increasing the milk fat rate of ruminants Xci According to our understanding, hydroxy methionine in Europe has also experienced a gradual increase in the proportion of use, we believe that in China will also gradually change, which is why we are determined to continue to expand production capacity Xci Reporter: What plans does Novius have in the Chinese market in the next few years, what goals do you hope to achieve?Xci Tang Total: Novi's share of the North American methionine market is 53%, occupying an absolute position In the past, before the completion of the expansion of production, Novishi's global supply is tight, so the Chinese market investment in methionine is also insufficient, the promotion is not large With the start-up of the new plant and the optimization of the production line, Novishi's methionine production capacity will gradually increase, we will gradually improve the market share in China through technical services, products and services Our confidence comes from four sources: First, China's feed industry has developed rapidly over the past 20 years, and although the concentration of the industry has gradually increased, the concentration of feed enterprises themselves is not actually high, and many enterprise groups with more than one million tons of feed production have a large number of feed factories, which shows that the annual production of feed enterprises is not large Many feed plant production lines were originally designed to be solid-mixed, and if hydroxymethin is used, additional equipment or improvements are required, so it is not as convenient as DL-methine However, it is understood that at present, some feed enterprise groups have begun to close the feed plant with a single yield of 7,000 t/year or less, expand the capacity of a single plant, in this case, the use of hydroxymethionine will show convenience Xci second, China's environmental protection requirements are becoming more and more stringent, environmental regulations have begun to pay attention to water pollution, soil pollution, and then will pay attention to air pollution, in this context, hydroxymethynine in livestock and poultry applications of the technical advantages are becoming more and more important Xci third, hydroxymethionine manufacturers will be more and more sophisticated production system technology, whether it is storage transport or to the client to establish a good liquid storage tank, as well as continuous improvement of spraying equipment, and so on, customers will also become more aware of the cost advantages of hydroxymethionine use Xci fourth, a process for users to understand the bioavailability of hydroxy methionine In the past, some companies have advertised that the biological activity of hydroxymethionine is lower than DL-methionine, but after extensive research and verification, it has been proved that at normal addition levels, hydroxymethionine applications in pigs and poultry are the same as the biological utilization rate of DL-methionine, while in aquatic and ruminant animals, the application has better bioavailability than DL-meth Xci therefore, I believe that with the hydroxymymethine technology characteristics are recognized, environmental protection advantages are understood, bio-utilization awareness problems are solved, storage and transportation costs advantages are reflected, hydroxymethylline in the Chinese market will certainly increase the proportion Xci Reporter: How does Novi think of competition with similar companies?Xci Tang: At present, whether it is DL-methionine or hydroxymethynine, process optimization has been getting closer to the limit, the output part is getting closer to the theoretical value In this case, the competition between enterprises depends on the maturity of technology and the stability of product quality On the other hand, because the production of methionine is highly automated and the labor cost is very low, the production cost of methionine depends mainly on the methionine synthesis precursor, the petrochemical intermediate Novius is the world's leading supplier of methionine, is one of the first companies engaged in methionine production, technical maturity and product quality stability has been unquestionable More crucially, Novicos has a strong competitiveness in cost competition because of its reverse integration strategy in methionine products, which has its own oil intermediate capacity and stable commercial suppliers In addition, Noviis is also optimizing the supply chain management in the Chinese market, the future will have the corresponding supply chain integration measures to ensure timely, reliable and low-cost supply chain operations I believe that every methionine manufacturer is doing their best to provide more reliable, lower-cost, more efficient services, we hope to work with domestic and foreign counterparts to serve the market Xci "About Business Strategy" Xci Tang took over as President of Novo tech East Asia on April 1, 2017, just over a year old Over the past year, Novi's work in East Asia, particularly in China, has made a breakthrough, the most important of which is the development of Novi's business strategy for the next few years The development of business strategy is based on Norvey's judgment of future industry trends Xci " Over the past few years, Novishi has spent a lot of time understanding the industry, judging and summarizing the four trends in the industry's development;Over the past year, our judgment on industry trends has also been validated through communication with key customers and industry leaders The first is food safety (e.g reducing the use of growth-promoting antibiotics);The third is feed efficiency; The fourth is industry integration and scale, " Tang said Xci from recognizing market trends, to determining the corresponding strategic direction, to preparing the corresponding product solutions, and to promote the program to customers to solve the problems faced by customers, Novi has formed a very good past year.