Facing "upgrade reshuffle", the chemical industry will usher in a "wave of bankruptcy"?

Global Coatings Network News: The chemical industry in the first half of

Global Coatings Network News: The chemical industry in the first half of the year can be described as a smash hit.

What is even more shocking is that some companies were registered within this year and then subsequently cancelled.

What is even more shocking is that some companies were registered within this year and then subsequently cancelled.

Raw material prices are rising, cost is under pressure and struggling

Raw material prices are rising, cost is under pressure and struggling

 

Since the second half of last year, some raw materials companies resumed production complex will be officially opened the price model, not only swept away last year started only 9 months of the haze, and even a lot of profit, some companies even annual performance year 2019 Nian Has grown

Since the second half of last year, some raw material companies have officially resumed work and production and started a price increase model.

Acetic acid was quoted at 7725 yuan / ton, an increase of 231.

The price of acetic acid was RMB ton, which was higher than that in the second half of last year and hit a new high in the remaining years

The price of polysilicon is RMB ton, which is higher than that in the second half of last year

The price of pure benzene was RMB ton, up from the second half of last year

Products from the second quarter began to hike, go through two pulled up, the price from the lowest dollar rose near the ton to RMB ton, nearly a year by nearly pulled accumulation

Bisphenol A was quoted at RMB 21,540 / ton, an increase of 86.

Bisphenol is quoted at RMB per ton, up from the second half of last year

Titanium dioxide has risen for months in a row, and the round

Epoxy resin is quoted at RMB ton, which is higher than that in the second half of last year

According to incomplete statistics, since the second half of last year, nearly 100 kinds of raw materials have shown an upward trend, and the prices of more than 10 kinds of raw materials have risen by more than 100%

According to incomplete statistics, since the second half of last year, nearly 100 kinds of raw materials have shown an upward trend, and the prices of the remaining raw materials have risen by more than that
.
Many people are very unbelievable about the increase in the letter sent by nearly a hundred chemical companies in the first quarter.
However, in the second quarter, a company increased the number of times a day .
Downstream users still snapped up purchases and "the quickest ones get it", making many people realize that the situation is no longer the same.

.
Leading chemical companies such as BASF, Dow, and DuPont have also sent letters several times, driving the entire chemical raw material industry to rise
.
Many raw material companies no longer send letters, but make a single negotiation and ask for prices according to the quantity, and the price is valid for only half a day.
After a little hesitation, the price will rise again, which is more stimulating than buying stocks
.
From price increases to closing, from queuing to suspension of sales, bidding and purchase restrictions after more than a dozen rounds of price increases are not so amazing
.
Whenever talking about this, chemical companies can't help but vomit bitterly, but in the end they can only hold a handful of bitter tears
.

 

Orders encountered resistance, chemical companies called "can't afford to play"

Orders encountered resistance, chemical companies called "can't afford to play"

 

The biggest feeling for all chemical workers in 2021 is the skyrocketing price of bulk commodities.
However, the increase in raw material prices this year is not due to market factors, except for foreign high-tech barrier-type companies that have increased prices due to uncontrollable factors and domestic monopoly companies.
In addition to price increases, most companies' price increases are a situation of following the trend
.

The biggest feeling given to all chemical workers in the year is the skyrocketing price of bulk commodities.
However, the increase in raw material prices this year is not due to market factors, except for foreign high-tech barrier companies that have increased prices due to some uncontrollable factors and domestic monopoly companies.
In addition to prices, most companies' price increases are a situation of following the trend
.

 

At the same time, the biggest problem facing other companies is that the downstream market demand continues to decline, causing some companies to have no orders to receive, and the continuous increase in raw material prices is superimposed on the continuous rise of prices of raw materials.
Many chemical companies have become more and more constrained.
If there is no improvement, the future can only face shutdown and exit
.
In this round of bankruptcy, companies that have no technical barriers and no monopoly will be eliminated first
.

At the same time, the biggest problem facing other companies is that the downstream market demand continues to decline, causing some companies to have no orders to receive, and the continuous increase in raw material prices is superimposed on the continuous rise of prices of raw materials.
Many chemical companies have become more and more constrained.
If there is no improvement, the future can only face shutdown and exit
.
In this round of bankruptcy, companies that have no technical barriers and no monopoly will be eliminated first
.

 

Do not start production-close down, start without a list-close down, if there is a list can not do-closed down.
.
.
As the middle reaches of the industrial chain, the chemical industry is "stressed" and called "can't afford to play"
.

Do not start production-close down, start without a list-close down, if there is a list can not do-closed down.
.
.
As the middle reaches of the industrial chain, the chemical industry is "stressed" and called "can't afford to play"
.

 

Chemical companies are undergoing restructuring and relocation, and the industry is facing an "upgrade and reshuffle"

Chemical companies are undergoing restructuring and relocation, and the industry is facing an "upgrade and reshuffle"

 

If you think that the crisis facing the chemical industry is only brought about by upstream and downstream, then it will inevitably be narrow-minded
.
As the "high pollution", "high energy consumption", and "high risk" "three high" industries, the chemical industry has always been focused on.
In recent years, many provinces and cities across the country have issued special rectifications for chemical parks and chemical enterprises.
With regard to the progress of closing and exiting, different answer sheets will be handed in at 2021 , 2022 , 2025 and other time nodes
.

If you think that the crisis facing the chemical industry is only brought about by upstream and downstream, then it will inevitably be narrow-minded
.
As the "high pollution", "high energy consumption", and "high risk" "three high" industries, the chemical industry has always been focused on.
In recent years, many provinces and cities across the country have issued special rectifications for chemical parks and chemical enterprises.
Close to exit and progress in , , and other nodes time, respectively to produce a different answer
.

 

Jiangsu Province proposed to close and exit 200 chemical companies
this year .
It is reported that since 2016 , Jiangsu Province has closed a total of 4,454 chemical companies , and the total number has dropped from nearly 7,000 to 2,341 , with a reduction rate of about 65% ; chemical parks have been reduced from 54 to 29 , with a reduction rate of 46%
.
Among the 2341 chemical companies, there are 1342 companies outside the park , accounting for about 57%
.
2021 Jiangsu Provincial Planning Close to exit the business, including along the river 1 Gongli park outside the enterprise 30 home should be done to make customs clearance, should make the move to move, efforts to crack "heavy and chemical Wai River," "heavy and chemical Fortress Besieged" and other outstanding issues
.

Jiangsu Province proposed that this year it plans to close and exit another chemical company
.
It is reported that, since, Jiangsu Province, total closure of the chemical industry , the total number from the recent decline in home to home, Yajian rate of about ; Chemical Industry Park from Yajian home to home, Yajian rate
.
In this home of the enterprises in the park outside enterprises , accounting for about
.
In Jiangsu Province plans to close exit the business, including along the outside kilometers enterprises in the park home, so that should make customs clearance, should make the move to move, efforts to crack "heavy and chemical Wai River," "heavy and chemical Fortress Besieged" and other outstanding issues
.

 

Shandong Province requires the next two years and resolutely eliminate backward kinetic energy, transform and upgrade traditional momentum, fostering the growth of new momentum, and through strict implementation of standards, strengthening Forced mechanism to carry out a comprehensive assessment of other measures, to 2022 by the end of exit chemical companies 154 Jia
.

Shandong Province requires the next two years and resolutely eliminate backward kinetic energy, transform and upgrade traditional momentum, fostering the growth of new momentum, and through strict implementation of standards, strengthening Forced mechanism to carry out a comprehensive assessment of other measures, to the end to exit the chemical business at home
.

 

Hubei Ezhou 14 Kuan move to change the list of companies turn provincial task 13 Jia has been completed ( 11 companies have completed acceptance pin number, the other 2 Jia has been completed, yet acceptance), and the remaining 1 Jia 2021 Task enterprise - AC Zhiyuan investment company production equipment is dismantled, plan 6 Yue 15 recently completed
.

Hubei Ezhou family moved to change the turn off the task list of provincial enterprises at home has been completed ( companies has been completed acceptance pin number, the other home has been completed, yet acceptance), the remaining family in mission enterprises - Zhi Yuan trading company production equipment is The demolition is planned to be completed by the end of the month .

 

Development and Reform Commission official said, as of now, the chemical industry has accumulated along the river changed to move off turn 8731 Jia
.
As of the end of May this year , of the 1,168 companies that need to be relocated and renovated nationwide , 1,129 have completed their work, with a completion rate of 96.
66%
.
By 2025 , the existing hazardous chemical production enterprises in densely populated urban areas that do not meet the requirements of safety and health protection distance will be transformed on-site to meet the standards, moved into a standardized chemical park or closed and exited
.

The person in charge of the National
Development and Reform Commission said that up to now, the chemical companies along the Yangtze River have been relocated .
As of year end, the country established home relocation and reconstruction needs of the enterprise, has been home to complete the work, the completion rate
.
By the year, the existing hazardous chemical production enterprises in densely populated urban areas that do not meet the requirements of safety and health protection distance will be transformed on-site to reach the standard, relocated into a standardized chemical park, or closed and exited
.

 

Responsible persons in many regions said that the threshold for entering the chemical park has been raised, and the threshold for economic scale and influence has been put forward
.
Whether it is to solve prominent problems such as "heavy besieged river" and "heavy besieged city", or to improve the order of the chemical industry as a whole, the enterprises outside the park will strictly regulate and manage
.
This is a kind of "shuffle upgrade" for the industry, so some chemical companies in the chemical industry that are not high enough or whose conditions do not meet the requirements will face the risk of closing and exiting
.

Responsible persons in many regions said that the threshold for entering the chemical park has been raised, and the threshold for economic scale and influence has been put forward
.
Whether it is to solve prominent problems such as "heavy besieged river" and "heavy besieged city", or to improve the order of the chemical industry as a whole, the enterprises outside the park will strictly regulate and manage
.
This is a kind of "shuffle upgrade" for the industry, so some chemical companies in the chemical industry that are not high enough or whose conditions do not meet the requirements will face the risk of closing and exiting
.

 

Industry insiders said that rising raw material prices will have a direct impact on the production and operation of chemical companies
.
Driven by profit motives, companies always hope to transmit the impact of rising raw material prices to users
.
However, in the current market environment, product market competition is under great pressure, and it is very difficult for companies to raise prices.
The profit margin of companies will be compressed.
Needless to say, profit will be "sneered" if there is no loss.
In the long run, there may be More and more chemical companies are facing a crisis of bankruptcy
.

Industry insiders said that rising raw material prices will have a direct impact on the production and operation of chemical companies
.
Driven by profit motives, companies always hope to transmit the impact of rising raw material prices to users
.
However, in the current market environment, product market competition is under great pressure, and it is very difficult for companies to raise prices.
The profit margin of companies will be compressed.
Needless to say, profit will be "sneered" if there is no loss.
In the long run, there may be More and more chemical companies are facing a crisis of bankruptcy
.