Overcapacity, environmental supervision, giant monopoly, chemical enterprises a new round of "shuffle" to attack!

chemical industry as the lifeblood of the national economy, and we are closely related to each of our lives. However, in recent years, the development of the domestic chemical industry, the fate of many chemical enterprises ups and downs. Facing the tide of national supply-side reform and environmental supervision, small and medium-sized chemical enterprises, as the typical representative of overcapacity and pollution of the environment, have few cones along the coastal provinces.
jAP
the war on capacity continues
jAPhas been 2 and a half years since the beginning of supply-side reform at the end of 2015. Recently, the Economic Reference Newspaper reported that this year to the production capacity into the "bite hard bones" stage, to the production capacity officially started the battle. Specifically, China's overcapacity industry is mainly concentrated in infrastructure and traditional manufacturing industry, including: coal mining, ferrous metal mining, non-metallic mining, papermaking, petrochemical coking, chemical, ferrous metal smelting, non-ferrous metal smelting, non-metallic mineral products and other 11 industries.
jAP .After decades of extensive and rapid development, most of the domestic chemical industry sub-sectors have overcapacity, especially the low product competitiveness, low-end homogenization serious, high-risk high-polluting chemical overcapacity phenomenon is more prominent. Correspondingly, domestic upstream refining products, high technical content of fine chemicals, functional polymer materials, low emissions and zero pollution of green process is in short supply.
jAP .While the supply-side reform of the chemical industry to subtract the production capacity is those low-end capacity, "Made in China 2025" for high-end chemical manufacturing pointed out the future direction of development, including new chemical materials and a number of high-end industries have been put on the high-speed development agenda.
jAP .If your company produces products facing market saturation, low-cost competition, and you do not have the core technology and production quality advantages, then it is a pity, "the next round" to the production capacity may be your turn!
jAP
environmental supervision "look back"
jAP"environmental inspection" to become the chemical industry to become a strong grasp of production capacity. In 2018, "environmental inspection" killed a horse gun, May 30 to June 7, 2018, the six-way inspection team has completed the hebei, Inner Mongolia, Heilongjiang, Jiangsu, Jiangxi, Henan, Guangdong, Guangxi, Yunnan, Ningxia and other 10 provinces, and carried out three stages of inspection work. The Ministry of Ecological Environment issued a notice that as of July 7, the "look back" inspectors have successfully completed the tasks. The reporting problems assigned by the various inspectorates have been closed by 28,076 localities. Among them, 22,561 were ordered to be overhauled, 5,709 were prosecuted and fined 510 million yuan, 405 cases were opened, 464 were administratively and criminally detained, and 2,819 persons were interviewed and 4,305 persons were held accountable.
jAP .CCTV reported on the environmental pollution problem of Jiangsu coastal chemical park under the title "Illegal sewage for a few hours", which immediately triggered an earthquake in the chemical industry! The parks and businesses involved in the news immediately shut down and rectify indefinitely. Zhangjiagang Dongsha Chemical Park, Changzhou City Jintan after Yang Chemical Park because of low level of industry, environmental pollution was shut down by the whole system.
jAP .Take Shandong as an example, Shandong, as a major chemical province, in the chemical park also go the furthest. In the country to take the lead in the release of the "Shandong Province Chemical Park Identification Management Measures" "Shandong Province Professional Chemical Park Identification Management Measures", on the basis of the original 199 parks, the province's total chemical park, professional chemical park control within 75, 10, the decline of 57%!
jAP .Recently, the State Council issued the "Three-Year Action Plan to Win the Blue Sky Defense War", clearly defined the timetable and road map for winning the Blue Sky Defense War. In the next three years, the number of days of heavy pollution should be significantly reduced and the ambient air quality should be significantly improved. Beijing-Tianjin-Hebei and surrounding areas, yangtze river delta, the Plains and other areas, heavy chemical industry "siege" phenomenon prominent, has become the focus of the current round of pollution control.
jAP .　　2019 the second round of "environmental inspection" will soon be launched! Looking back at your factory, is the sewage qualified? Is there enough money to invest in environmental governance? If it is all negative, then the fate of the shutdown is in sight.
jAP .　　Giant Monopoly Upstream Concentration Strengthened
jAP the last day of June, Sinochem and China Chemical Merger News sitting Ining Gaoning also served as chairman of China Chemical Corporation, party secretary, will lead the merger of the two groups. In order to reduce costs and ensure the stable supply of key chemical raw materials, the private petrochemical giants represented by Rongsheng Petrochemical, Hengli shares, Hengyi Petrochemical, etc., actively lay out the advance of the industrial chain and invest in the construction of large-scale refining integration projects. Luxi Chemical Development to play the "integration, intensification, park, intelligent" park development model, the first half of the company's net profit growth is expected to be as high as 205% to 214%.
jAP .　　The international giants didn't miss the nuggets either. Following the production of the Dow and Xuanwei plants in China, the news that BASF Group will soon build a fine chemical integration base in Zhanjiang, Guangdong Province, has blown up the entire chemical industry. With a US$10 billion investment, BASF is operating independently and will be its largest investment project in the world.
jAP .　　With the strengthening of the concentration of upstream enterprises, the monopoly pattern of giants becomes more and more obvious, and the bargaining power of downstream enterprises becomes weaker and weaker.
jAP .　　Industry winter or after the pain of the development opportunity?
jAP .　　"Reducing" is to adjust the chemical industry structure, not simply to reduce it, but also to do addition, so that the structure of the chemical industry, layout more reasonable. How to deal with the backward chemical enterprises ultimately is difficult to fully meet the environmental protection requirements, through technological progress and process improvement, in order to solve environmental problems at the same time let the industry healthy development. The chemical industry can not be limited to the manufacturing industry, "this part of the profit margin is the lowest", to the whole industry chain to consider, from design, research and development to marketing, logistics, finance, the value chain stretched to both ends.
jAP .　　To production capacity, structure adjustment, environmental inspection, giant monopoly... These short-term to the chemical industry has brought a chill, in the long run is a good opportunity for development.
jAP .　　The eastern coast has always been the strongest area for chemical development, with the eastern provinces accounting for 24 seats, accounting for 80%, in the 2018 China Chemical Park top 30 list released in May this year. The developed areas in the east are economically active and related manufacturing industries are developed, providing a broad market for enterprise development, and the coastal river provides the natural location and logistics advantages of chemical enterprises, starting early, with good industrial base, obvious concentration effect, and the role of circular economy playing a significant role. These are the experiences and advantages of the eastern parks that can stand still. Behind the park shutdown and reduction is the adjustment of the positioning and development direction of the chemical industry in all parts of the east. Chemical new materials and high-end chemicals are the important foundation of strategic emerging industries, and will become the traditional petrochemical and chemical industry transformation and upgrading and development of an important direction.
jAP .　　The chemical industry in the Midwest and Northeast is also catching up. The central and western regions and the northeastern provinces rely on their respective resource advantages, in the coastal chemical industry transfer opportunities, actively layout the refining downstream industrial chain, fine chemical, chemical new materials will usher in the peak of development.
jAP .　　In the same situation, you see a dilemma, but in the eyes of others is a rare opportunity. "In Gannan County, Jiangsu Province, the parent company of a chemical company has offered to invest more, and they believe that Jiangsu is in a 'shuffle' and faces a huge opportunity."
jAP .　　With the park and supporting facilities upgrade requirements continue to improve, a large number of small and medium-sized chemical enterprises without core competitiveness and technical advantages will withdraw from the market, the industry is conducting a round of shuffling. In the future, market share will be concentrated in more standardized leading enterprises, especially listed companies, and the market prospects of leading enterprises will continue to be optimistic.
jAP
chemical industry as the lifeblood of the national economy, and we are closely related to each of our lives. However, in recent years, the development of the domestic chemical industry, the fate of many chemical enterprises ups and downs. Facing the tide of national supply-side reform and environmental supervision, small and medium-sized chemical enterprises, as the typical representative of overcapacity and pollution of the environment, have few cones along the coastal provinces.
jAP
the war on capacity continues
jAP has been 2 and a half years since the beginning of supply-side reform at the end of 2015. Recently, the Economic Reference Newspaper reported that this year to the production capacity into the "bite hard bones" stage, to the production capacity officially started the battle. Specifically, China's overcapacity industry is mainly concentrated in infrastructure and traditional manufacturing industry, including: coal mining, ferrous metal mining, non-metallic mining, papermaking, petrochemical coking, chemical, ferrous metal smelting, non-ferrous metal smelting, non-metallic mineral products and other 11 industries.
jAP .　　After decades of extensive and rapid development, most of the domestic chemical industry sub-sectors have overcapacity, especially the low product competitiveness, low-end homogenization serious, high-risk high-polluting chemical overcapacity phenomenon is more prominent. Correspondingly, domestic upstream refining products, high technical content of fine chemicals, functional polymer materials, low emissions and zero pollution of green process is in short supply.
jAP .　　While the supply-side reform of the chemical industry to subtract the production capacity is those low-end capacity, "Made in China 2025" for high-end chemical manufacturing pointed out the future direction of development, including new chemical materials and a number of high-end industries have been put on the high-speed development agenda.
jAP .　　If your company produces products facing market saturation, low-cost competition, and you do not have the core technology and production quality advantages, then it is a pity, "the next round" to the production capacity may be your turn!
jAP
environmental supervision "look back"
jAP "environmental inspection" to become the chemical industry to become a strong grasp of production capacity. In 2018, "environmental inspection" killed a horse gun, May 30 to June 7, 2018, the six-way inspection team has completed the hebei, Inner Mongolia, Heilongjiang, Jiangsu, Jiangxi, Henan, Guangdong, Guangxi, Yunnan, Ningxia and other 10 provinces, and carried out three stages of inspection work. The Ministry of Ecological Environment issued a notice that as of July 7, the "look back" inspectors have successfully completed the tasks. The reporting problems assigned by the various inspectorates have been closed by 28,076 localities. Among them, 22,561 were ordered to be overhauled, 5,709 were prosecuted and fined 510 million yuan, 405 cases were opened, 464 were administratively and criminally detained, and 2,819 persons were interviewed and 4,305 persons were held accountable.
jAP .　　CCTV reported on the environmental pollution problem of Jiangsu coastal chemical park under the title "Illegal sewage for a few hours", which immediately triggered an earthquake in the chemical industry! The parks and businesses involved in the news immediately shut down and rectify indefinitely. Zhangjiagang Dongsha Chemical Park, Changzhou City Jintan after Yang Chemical Park because of low level of industry, environmental pollution was shut down by the whole system.
jAP .　　Take Shandong as an example, Shandong, as a major chemical province, in the chemical park also go the furthest. In the country to take the lead in the release of the "Shandong Province Chemical Park Identification Management Measures" "Shandong Province Professional Chemical Park Identification Management Measures", on the basis of the original 199 parks, the province's total chemical park, professional chemical park control within 75, 10, the decline of 57%!
jAP .　　Recently, the State Council issued the "Three-Year Action Plan to Win the Blue Sky Defense War", clearly defined the timetable and road map for winning the Blue Sky Defense War. In the next three years, the number of days of heavy pollution should be significantly reduced and the ambient air quality should be significantly improved. Beijing-Tianjin-Hebei and surrounding areas, yangtze river delta, the Plains and other areas, heavy chemical industry "siege" phenomenon prominent, has become the focus of the current round of pollution control.
jAP .　　2019 the second round of "environmental inspection" will soon be launched! Looking back at your factory, is the sewage qualified? Is there enough money to invest in environmental governance? If it is all negative, then the fate of the shutdown is in sight.
jAP .　　Giant Monopoly Upstream Concentration Strengthened
jAP the last day of June, Sinochem and China Chemical Merger News sitting Ining Gaoning also served as chairman of China Chemical Corporation, party secretary, will lead the merger of the two groups. In order to reduce costs and ensure the stable supply of key chemical raw materials, the private petrochemical giants represented by Rongsheng Petrochemical, Hengli shares, Hengyi Petrochemical, etc., actively lay out the advance of the industrial chain and invest in the construction of large-scale refining integration projects. Luxi Chemical Development to play the "integration, intensification, park, intelligent" park development model, the first half of the company's net profit growth is expected to be as high as 205% to 214%.
jAP .　　The international giants didn't miss the nuggets either. Following the production of the Dow and Xuanwei plants in China, the news that BASF Group will soon build a fine chemical integration base in Zhanjiang, Guangdong Province, has blown up the entire chemical industry. With a US$10 billion investment, BASF is operating independently and will be its largest investment project in the world.
jAP .　　With the strengthening of the concentration of upstream enterprises, the monopoly pattern of giants becomes more and more obvious, and the bargaining power of downstream enterprises becomes weaker and weaker.
jAP .　　Industry winter or after the pain of the development opportunity?
jAP .　　"Reducing" is to adjust the chemical industry structure, not simply to reduce it, but also to do addition, so that the structure of the chemical industry, layout more reasonable. How about the chemical enterprises with backward technology.