What are the reasons for the industry's recovery

In response to the financial crisis, the state issued a series of preferential policies to encourage exports, such as restoring and increasing the export tax rebate rate of some petrochemical products, canceling special export tariffs such as yellow phosphorus, extending the off-season period of export tariffs for fertilizer products such as urea, etc., which stimulated the export of chemical products In 2009, the total export volume of petrochemical industry gradually narrowed 。 Under the basic consensus that the whole industry will start to recover this year, different industries, enterprises and people have different opinions on the reasons for the recovery Through the elaboration of these opinions, we can see at many levels and angles how the whole industry came out of the bottom step by step in the global financial crisis; at the same time, we can also learn that the petroleum and chemical industry is inextricably linked with the national and global economy Liu Xianqiu, Secretary General of China Film Industry Association: the recovery of film industry is mainly supported by three favorable factors of domestic demand One is the need of building a "two oriented" society Membrane products can help achieve the goal of energy conservation and emission reduction Second, the application of membrane in municipal sewage treatment and drinking water purification has become a new growth point In terms of municipal drainage, some landmark municipal sewage treatment projects of Beijing Olympic Games and Shanghai World Expo have been implemented; in terms of municipal water supply, the third generation of urban drinking water purification and treatment era with membrane technology as the core has entered Thirdly, with the recovery of the overall economic situation, the application of membrane products in traditional industrial sewage treatment will also increase The steady growth of organosilicon consumption is mainly due to the increase of domestic demand In general, the growth rate of organosilicon materials is always higher than that of GDP Silicone resin, silicone rubber and other products are mainly used in construction, electronic appliances, automobiles, petrochemical and other fields, and new uses in new energy, safety and environmental protection, household and personal products are constantly developed, with strong demand growth With the support of a series of government policies, China's real estate and construction industry has recovered rapidly since 2009, and the demand pull is very obvious Li Gang, chairman of potash branch of China Association of inorganic salt industry: the recovery of potash industry is mainly driven by domestic demand The land of our country is generally lack of potassium Farmers use potassium fertilizer and compound fertilizer containing potassium, the increase of crop harvest is very obvious, so the potassium fertilizer has been sold well in China At present, the sales volume of potassium chloride market is also picking up rapidly, and some places are scrambling for potash fertilizer Under the government's policy of protecting agriculture, rural areas and farmers, the demand for potash fertilizer in domestic agriculture is still rigid According to the basic demand, the output of potash fertilizer in China can not meet the actual demand At present, the recovery of domestic potash fertilizer market will maintain a quite long period Zhang Zhihong, an analyst in the chemical industry of China Merchants Securities: in general, domestic demand is relatively active, which plays a decisive role in the recovery of the chemical industry And I think the pulling effect of domestic demand should last for a long time The recovery of automobile sales will increase the demand of tire, carbon black, modified plastics and other industries; the recovery of real estate sales and investment will increase the demand for soda ash, PVC and chemical building materials Hou Hongsen, an analyst with CIC Securities: as the chemical industry in the middle reaches, driven by the downstream industries such as real estate, automobile, clothing and textile, home appliances, etc., it has gradually stepped out of the trough, with a substantial increase in the operating rate At present, the operating rate of chlor alkali industry is about 65%, glyphosate is 50%, engineering plastics and electronic epoxy resin are 70%, soda ash is 80%, and the subdivisions of organosilicon, polyether, MDI and other industries have almost reached full capacity production Xia Feng, production director of Nantong deyinong Chemical Co., Ltd.: at present, driven by the recovery of the industry, the pesticide industry is expected to enter a positive cycle of demand growth and price rise This paper analyzes the reasons for the boom of agricultural fungicides in Yinong company Firstly, due to the continuous improvement of the degree of agricultural refinement, planting intensity and density, and the proportion of greenhouses in China, the probability of crop diseases is greatly increased, and the amount of agricultural fungicides is greatly increased At present, the market demand of fungicides in China is larger than that of insecticides Second, with the improvement of people's living standards, the demand for high-grade agricultural products is growing, which also has a growing demand for agricultural fungicides Yu Weigang, deputy director of the Publicity Department of the Party committee of Shanghai Coking Co., Ltd.: the market recovery mainly depends on domestic demand In 2009, we strive to do our best in the following aspects: first, cost optimization; second, as a state-owned enterprise, we have the advantage of integrity "Shangjiao" brand still has a brand effect Almost all of our customers are large enterprises They trust us very much, which ensures the sales volume of our products Once the market warms up, we have advantages; third, we have good control over cash flow The most important one is the low-cost strategy, which is our main goal now Pan Deguo, chairman and Secretary of the Party committee of Shanxi Coking Group: the recovery of coking industry mainly comes from the domestic market In May 2009, the steel industry began to show signs of recovery The recovery of the steel industry boosted the demand for coke, and the industry's operating rate gradually increased But the export of coke is basically stagnant Yan Yingliang, Secretary of the Party committee of Jinniu potash branch of Jizhong energy xingkuang group: both domestic and foreign demand have played a role in the market recovery, of which domestic demand is the main one Domestic downstream customers have gradually recovered with the adjustment of the structure At present, the demand of the domestic market is still good Zhu Bingqian, chief engineer of Inner Mongolia Yili Chemical Industry Co., Ltd.: compared with the sluggish international market, the domestic market recovers relatively fast In 2009, domestic demand for PVC has been growing PVC is closely related to the real estate industry More than half of the PVC consumption is concentrated in the real estate related fields, because there is a large amount of PVC pipes and building materials for construction Ding Yifan, deputy director of the World Development Research Institute of the development research center of the State Council, said that with the deepening of reform and opening up, the financial situation of the Chinese government is very good In this case, there is a lot of room for loose monetary policy In recent years, China's economic development is very fast, which has a certain relationship with the development of export-oriented economy Until the outbreak of the financial crisis in 2009, China's economic indicators grew very fast, in which foreign trade exports often increased by 20% and 30%, contributing a lot to economic growth, driving the stable growth of the whole economy In 2009, although China's foreign trade exports fell sharply, they picked up as soon as they hit the bottom Now it seems that some people have underestimated the potential of China's economic development and the market with a population of 1.3 billion Wang Zhenzhong, director of the Economic Research Institute of the Chinese Academy of Social Sciences: under the double stimulus of loose monetary policy and active fiscal policy, China's economy rebounded quarter by quarter, and returned to double-digit growth in the fourth quarter, reaching 10.7% At the same time, the pattern of "macro hot, micro cold" in the early stage of the first reform of China's economy is increasingly obvious at the micro level, the growth rate of industrial added value remains high, and the profitability of enterprises has been greatly improved Compared with the goal of "eight guarantees" at the beginning of the year, GDP growth in 2009 was 8.7%, showing that the effect of China's economic stimulus policy was better than expected Now, the Chinese government's policies to stimulate the economy are well used Now, less than half of the 4 trillion yuan investment is used At the same time, we have seen many positive changes in the investment structure of 4 trillion yuan For example, the proportion of affordable housing projects increased from 7% to 10%; the proportion of independent innovation projects increased from 4% to 9.3%; the proportion of medical and health education projects increased from 1% to 3.8%; the proportion of post disaster reconstruction projects increased to 5% This is a reasonable investment structure We say that the market itself is a mechanism of survival of the fittest, but it is not easy to truly achieve survival of the fittest under normal circumstances The outbreak of the financial crisis has provided us with an opportunity to make a decision It is much easier to adjust the investment structure in accordance with the trend Pan Derun, President of China Association of nitrogen fertilizer industry: at present, the factors that are more favorable to the industry are that China has lowered the export tariff of nitrogen fertilizer and extended the application time of the export tariff of urea in the off-season for one month If the demand and price of the international market are good at that time, it will be conducive to the stability of China's nitrogen fertilizer market and industry development Zhang Jie, Secretary General of China Polyurethane Industry Association: the state has issued ten major industrial adjustment and revitalization plans, among which automobile, electronic information, equipment manufacturing are closely related to polyurethane industry The development of polyurethane industry has been greatly promoted by the economic stimulus policies such as home appliances going to the countryside, cars going to the countryside, and home appliances replacing old ones with new ones At present, the polyurethane industry chain gathering area has basically formed, including the Yangtze River Delta with Shanghai as the center, the Bohai rim with Yantai as the center, and the northeast with Huludao as the center The gradual formation of the regional distribution pattern of these industries is an important milestone in the rapid development of China's polyurethane industry, and also an important guarantee to ensure the sustainable development of China's polyurethane industry Such an industrial pattern will give full play to the advantages of raw materials, technology and market in all parts of China, and will promote the development of polyurethane industry in China in an all-round and powerful way Ou Qi, chief engineer of Zhejiang Longsheng Group Co., Ltd.: in the first half of 2009, the state implemented many encouraging policies for the labor-intensive textile printing and dyeing industry Although the growth rate of the printing and dyeing industry was slow, it still maintained a positive growth, which played a significant role in pulling the dye market, and the domestic demand increased significantly However, the international market continues to be sluggish In 2009, the number of products exported and the amount of foreign exchange earned fell by a large margin Liu Yinggang, general manager of Sichuan Mianzhu MaoYuan phosphating Co., Ltd.: at present, the domestic yellow phosphorus market has begun to recover The main reason for the recovery is that the export began to increase This includes the increase of direct export of yellow phosphorus and the export of downstream products of yellow phosphorus (i.e indirect export of yellow phosphorus) China is the world's major producer and exporter of yellow phosphorus, accounting for about 80% of the world's production capacity Last year, both domestic yellow phosphorus production and export reached the lowest level in recent years The strong rebound in demand accumulated in the international market led to the recovery of yellow phosphorus market At the same time, the Chinese government reduced the export tariff of yellow phosphorus several times last year, which also played an important role in promoting the recovery of domestic yellow phosphorus market It is expected that the domestic yellow phosphorus market will keep rising in the first half of this year After the start of small hydropower in summer and rainy season, some small yellow phosphorus enterprises will produce, which will be an impact on the yellow phosphorus Market and a fluctuation in the recovery process In the long run, China's yellow phosphorus products occupy an important position in the world market As long as the export policy remains stable, the international market demand for China's yellow phosphorus is rigid Yan Yingliang, Secretary of the Party committee of Jinniu potash branch of Jizhong energy xingkuang group: in order to alleviate the domestic competitive pressure, we must go to the international market In 2009, our company's sales department increased its foreign trade strength In 2009, its export reached about 11000 tons, mainly sold to the European Union, Russia, Southeast Asia and other regions Some foreign companies used to use the products of other enterprises, but now they have turned to