Pesticide industry ushered in changes

According to the latest statistics from the agricultural department, as of May 13, 13 provinces (cities, districts) in China have suffered from pests.
The agricultural department attaches great importance to this and requires all-out efforts to prevent and control responses and strive to achieve "grain by insects".
Guarantee a good harvest
.
However, after the "3.
21" particularly major explosion accident some time ago, a series of safety and environmental protection inspections and remediations that followed caused the number of domestic pesticide manufacturers to stop production and limit production, resulting in a tightening of the supply side of the pesticide market; at the same time, the environmental protection storm New regulations on the prohibition and restriction of pesticides have also been introduced continuously
.
Under the overlapping effect of two major factors, the domestic pesticide industry will usher in new changes
.
? The neonicotinoid boom index is high? In the current global pesticide use structure, herbicides, pesticides, and fungicides account for about 46%, 24%, and 25%, respectively.
In contrast, the use of pesticides in China The proportion is even higher, about 42%, while the proportion of herbicides is only 21%.
The reporter learned that the products that account for a relatively large insecticide market include neonicotinoid insecticides, pyrethroid insecticides and organic phosphorus-based insecticides
.
Among them, the neonicotinoid insecticide represented by imidacloprid has become the world's largest insecticide product after years of development
.
? Neonicotinoid insecticides are currently the most effective class of pesticides for controlling whiteflies, planthoppers and aphids and other piercing and sucking mouthparts.
They have broad-spectrum, high-efficiency and good systemic properties, and most of them can be used on foliar surfaces.
Spraying can also be used for seed treatment or soil treatment
.
At present, under the influence of environmental protection supervision, the supply and demand pattern has changed so that the industry prosperity index of neonicotinoid pesticides is at a high level
.
? Among the neonicotinoid insecticides, chlorpyrifos is the most commonly used agricultural insecticide, with an annual demand of up to 80,000 tons
.
Earlier rumors said that the use of chlorpyrifos has been banned
.
However, according to the reporter's understanding, the use of chlorpyrifos is not completely banned.
It is just a "restricted use" pesticide, not a "designated operation" pesticide, so there is no need to apply for a designated operation license
.
So far, chlorpyrifos still maintains the status of one of the top pesticides in the world, and it has also provided a guarantee for my country’s grain harvest for many years.

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? Improve quality and reduce quantity for zero growth? According to the "Action Plan for Zero Growth in Pesticide Use by 2020" issued by the Ministry of Agriculture, we will start with the pesticides with the highest proportion and focus on promoting high-efficiency, low-toxicity, low-residue, and pollution-free pesticides.
New and green insecticides to effectively reduce the amount of insecticides, reduce the proportion of insecticides used in China, and optimize the structure of the pesticide industry
.
At the same time, people's awareness of environmental protection and the improvement of technological level have also put forward higher requirements for the biological rationality and environmental compatibility of pesticides
.
In the past, high-toxicity and high-residue pesticide varieties will be gradually eliminated by the market, and high-efficiency, low-toxicity, and low-residue pesticides will be the general trend
.
The overlapping effects of multiple factors have forced the pesticide industry to accelerate the pace of upgrading
.
The reporter learned that, compared with new pesticides, traditional pesticides are more toxic, so the market demand is reduced, and the sales volume is gradually decreasing
.
The consumption of bisamides, neonicotinoids, and abamectins are on the rise, and they have become mainstream drugs in some regions
.
? Experts believe that in the field of pesticides, environmentally-friendly high-efficiency pesticides such as flubendiamide and chlorantraniliprole are gradually replacing traditional products
.
? It is understood that chlorantraniliprole is a bisamide insecticide, and its similar products also include flubendiamide and cyantraniliprole
.
From the point of view of toxicity, chlorantraniliprole is almost non-toxic to beneficial insects.
Although flubendiamide contains fluorine, its toxicity is extremely low and will not affect beneficial insects.
It is also superior to other fluoride-containing insecticides.
The reason
.
? Security and environmental pressure affects the supply side? After the "3.
21" particularly major explosion accident, continuous security and environmental inspections and rectifications have had an important impact on the agrochemical industry, including pesticides
.
GF Securities believes that this round of safety inspections initiated from Jiangsu Province may speed up the shutdown of local chemical companies, which in turn will affect the supply-side pattern of the pesticide industry, especially the production of intermediates that are highly dangerous and polluting.
It is good for pesticide companies that are well-integrated and have high-quality parks
.
In addition, compared with the environmental protection storm in northern Jiangsu in 2018, the prices of products have all increased to a certain extent.
This round of safety and environmental inspections will also lead to an overall increase in the prices of fine chemicals.
The price increases will cover various varieties such as pesticides and dyes
.
? Specific to the pesticide industry, the agency recommends paying attention to the impact of the pesticide imidacloprid and pyrethroid on the supply side of the industry chain
.
It is understood that Jiangsu is not only a major chemical province, but also a major producer of pesticides.
In 2018, the output of pesticide technical materials in Jiangsu Province accounted for 47.
35% of the national output, of which pesticide technical materials accounted for 47.
49%.
Zhuo Chuang, Baichuan Information Capital According to analysis, the production capacity of imidacloprid and pyrethroids in Jiangsu Province is relatively large.
At the same time, the production of their intermediates is polluted.
It is expected that the supply side will be greatly affected by this safety and environmental inspection
.