Three years Hedong Hexi three years.

Just two or three years ago, energy prices due to upstream and downstream manufacturers continue to squeeze profits. Now, with lower commodity prices upstream, downstream profits among manufacturing enterprises has improved significantly.

Guangdong Provincial Bureau of Statistics recently released data show that in the first quarter of 2014, Guangdong scale industrial enterprises realized a total profit of 113 billion 537 million yuan, an increase of 26.7%, an increase of 1 compared to February increased by 19.2 percentage points, 16.6 percentage points higher than the national average.

From the industry perspective, in the 40 industry statistics, a quarter of Guangdong’s 33 industry gross profit increased, growth amounted to 82.5%. The new profit mainly concentrated in four industries, including computer, communications and other electronic equipment manufacturing industry increased profit of 7 billion 92 million yuan, an increase of 60%, an increase of automobile manufacturing profits 4 billion 583 million yuan, an increase of 68.6%, electrical machinery and equipment manufacturing industry increased profit of 2 billion 672 million yuan, up 35.9%.

A big reason for the profit increase is the main business income growth, but the cost down. Guangdong Provincial Bureau of statistics, a quarter more than the province’s main business revenue grew 7.7%, the growth rate of 1 to February increased by 1.7 percentage points; the main business revenue per hundred dollars of the cost of 85.32 yuan, down 0.36 yuan, equivalent to an increase of about 8000000000 yuan in profits.

The cost of the decline, largely because of the decline in raw material costs. According to the National Bureau of statistics, March producer price, non-ferrous materials and wire prices fell 7.4%, ferrous metals prices fell 5.2%, fuel and power prices fell by 3.1%, chemical raw materials prices fell 2.6%.

“Now Chinese macro economy and overall demand, oversupply.” The economy of the Guizhou provincial government counselor, Guizhou Academy of Social Sciences Institute of Hu Xiaodeng analysis, resources, energy industry to present a fluctuation curve of the bottom, and the market demand of the downstream industry is relatively stable. “The lower prices of upstream products and downstream manufacturing industry is definitely a positive, because the cost benefit ratio increased.”

The price drop in driving the downstream industry profits rose at the same time, also led to a lower upstream end of the energy and chemical industries.

“From this year plans to invest nearly 3 billion yuan, for natural gas heating and cooking facilities, so that the city and township residents near two years can use natural gas.” Held in the days before the clean air an interview, Miyun county magistrate Wang Haichen said, and the City Gas Corporation has signed a cooperation agreement as soon as possible so that the county residents with high quality natural gas.

Wang Haichen said, the county has been at the beginning of the year and the city gas company signed a “deepening clean energy cooperation framework agreement”, from this year plans to invest nearly 3 billion yuan for natural gas heating and cooking facilities. At present, the county has the construction of natural gas pipeline natural gas pipeline 270 km, more than 50 thousand users. According to the cooperation agreement within two years in addition to urban residents to enjoy the high quality of natural gas, Xitiangezhuang, Xi Weng Zhuang, Jugezhuang mujiayu town center, four residential areas will also achieve the natural gas pipeline to villages and households, the annual amount of gas will be increased to 500 million cubic meters from the current more than 1600 cubic meters.

This year, Beijing City, PM2.5 from 1 to November, the average concentration of 90.2 micrograms / cubic meter, Miyun PM2.5 73.4 micrograms / cubic meter, in second counties of Beijing city. Wang Haichen said, according to the “clean air action plan”, the annual average concentration of PM2.5 in Miyun in 2017 than in 2012 fell 30%, which reached 50 micrograms / cubic meter. As a large agricultural county in Beijing, Miyun to bare land dust is a major problem facing this goal.

“To the dry climate in winter, bare farmland dust is the common problems in northern.” Wang Haichen introduction, the county’s bare farmland, land tillage measures, biological cover, stubble no tillage to prevent dust pollution, road and waterway along the public green space requires relevant departments to implement green.

daily since the current round of domestic oil price cycle since the beginning, the international oil price shocks, the downward trend is increasingly obvious.

At the end of October, OPEC officials including Russia and non OPEC officials for a period of two days of consultations in Vienna, but ultimately failed to reach any agreement.

Under the pressure of international oil prices, the oil price adjustment aground

Recently, due to the rising cost of raw materials, many manufacturers to bear the high cost of production, to increase the fertilizer factory price. Coal prices pull up sharply, most areas rose as high as 70%, in addition, natural gas prices go up 20%, the urea production costs rose sharply. Since the beginning of September 21st the implementation of the “limit order” makes the fertilizer price increase of automobile transportation.

Due to the rising cost of raw materials, many manufacturers have to delay the launch of winter storage policies, hope and other raw material prices gradually stabilized to develop winter storage specific price.

In some ways, the price of imported fertilizer has been domestic fertilizer benchmark, imported fertilizer prices, the original domestic fertilizer is likely to be lowered, but the rising cost of raw materials is the domestic fertilizer enterprises have to transfer costs through price increases.

As a result, imported and domestic fertilizer prices, fertilizer prices, which makes the decline in competitiveness of domestic fertilizer.

For a long time, in the high-end imported fertilizer fertilizer appeared in the domestic market, in recent years, with the rise of the domestic fertilizer enterprises, fertilizer technology is improving, more and more domestic enterprises begin to produce high-end fertilizer and fertilizer, fertilizer import competition, with the domestic high end of fertilizer, fertilizer imports no longer thriving. This year, many of the traditional price of imported fertilizer broke the news, from the side reflects the imported fertilizer market is shrinking.

In addition, in 2015 the annual number of Chinese fertilizer imports 11 million 160 thousand tons, an increase of 16.5%; 2015 China fertilizer imports amounted to $3 billion 934 million, an increase of 16.8%. The first three quarters of less than 6 million tons of imports, imports in the fourth quarter to import more than 5 million tons of fertilizer to catch up with the whole year of 2015, which is almost impossible event.

Raw material prices prompted domestic fertilizer prices, or will surge in the number of imported fertilizer

With the arrival of November, the domestic fertilizer gradually into the off-season, the increase of domestic fertilizer sales and mostly from the channel’s stockpile. Due to the current price of fertilizer is low, affected by rising costs and other factors, the possibility of large fertilizer prices next year.

Since the 2012 Changshu PVDF fluoropolymer production doubled, the growth of the 25% factory production will further support the number of Asian customers growth, especially in the new energy (battery and solar) and water resources, as well as traditional paint and industrial market.

This fully shows the development of the investment group of successful innovation application, solve the problem of sustainable development, some future challenges may encounter.

With this investment assistance, Changshu will become the largest whole Asia PVDF factory. Due to the quality, reliability and responsiveness has excellent performance, the factory is designed to provide us with real value and do things for our customers. Arkema Global Technology Group Chairman Erwoan Pezron said polymer.

daily arkema Announced in Shanghai city adjacent to Changshu – a 25% increase in yield of polyvinylidene fluoride. This plan will be carried out to meet the strong demand, especially for new energy and water treatment applications help.

The investment in the group of Technology polymer Some support, it is speeding up the high performance material part of the growth strategy.

Through this investment, Arkema in three continents – Europe, Asia and North America operating production facilities, to consolidate its dominance in the world in this field.

order Before the production of fertilizer production capacity, or the central and local state-owned enterprises, to maintain stability, loss to production; or a listed company, a source of funds and equity mortgage loans can be provided; or fertilizer coal enterprise integration, coal resources……

8 months of 2016, Chinese fertilizer production fell 0.3%, while exports of fertilizer is expected to decline by more than 20%, more than the domestic fertilizer market supply in 2016 than in 2015, some fertilizer production may have to stay until 2017 to digest.

From the demand perspective, the national advocate fertilizer “zero growth”, reducing the amount of fertilizer, coupled with the low price of agricultural products, farmers enthusiasm is not high, the phenomenon of land abandonment is also a lot of individual local fertilizer demand decline could be as high as 30%. In this case, if the output of chemical fertilizer is high, the market will be very difficult for substantial improvement. Guo Wen said: “2016 off-season reserves of chemical fertilizers it is better to be prudent, to store it, nor a reservoir full, can store a few times. The market supply is there, not too fast.”

At present, the overall economic environment and the economy is weak, L – shaped trend will continue for some time, counting on urea prices rose less realistic. After so much urea production capacity there, and with the new international urea production, facing China urea export increasing challenges, the overall market situation is not optimistic.

However, dealers also asked: the price is low, it is a chance?

At present, most of the dealers are indifferent light storage. At present a few phosphate fertilizer manufacturers introduced light storage policies, but the downstream market strong wait-and-see atmosphere. Agricultural and sideline products, low prices, local purchasing power is low, and in recent years the off-season and season very price Diaojia things often happen, dealers now dare to purchase. The majority of dealers are with the mining, or fed and factory sales, rather than less money or no money, will not purchase in advance.

Hunan TOYOTA agricultural company manager Guo Wen said, he is most worried about high yield fertilizer. In 2016, the coal market reversal, prices continued to rise, one of the important reasons is that the coal production capacity to large power, coal production capacity and output fell. While the fertilizer prices low, also eliminated some of the old small fertilizer plant, but overall production capacity is far from enough to.

in the domestic market take a larger volume of sulfuric acid method of rutile type titanium dioxide as an example, in November, titanium dioxide Market contrarian rose at the beginning of the month, the average price of 14035 yuan / ton, the average price of 14785 yuan / ton (including tax), or 5.34%.

The majority of domestic sulfuric acid method of rutile and anatase titanium dioxide is the mainstream offer in 13500-14800 yuan / ton 11500-12500 yuan / ton (including tax).

In November 30th, titanium dioxide (sulfur. Kim. Factory) commodity index was 70.19, compared with yesterday rose 0.12 points, representing the highest point period 100 (2011-09-04) fell 29.81% compared with December 29, 2015, the lowest point of 51.68 rose 35.82%. (Note: 2011-09-01 cycle refers to the present)

According to the general situation and trend of the market price of titanium dioxide, titanium dioxide chemical branch of product analyst analysis for the following reasons:

(1), “long Bai” fit, then rose 1000 yuan

After the October 28th “long Bai” fit and obvious effect, and the November 2nd Sichuan longmang announced billions of synchronous rose 1000 yuan / ton, Sichuan longmang in 11 years the largest cumulative increase of 5700 yuan / ton, the market once again set off the November price ictus, Henan, Sichuan, Shandong, Anhui, Yunnan, Guangxi and other regions manufacturers follow suit, or in the 500-1000 yuan / ton, other manufacturers price frequency 11-13 times. 2016 from the annual rise in prices only the last 1 months, according to the current market situation more “clearance” should not be a problem, the downstream enterprises have been aware of the situation and trends, have gradually started stocking behavior, market tight supply factors export volume increasing, there are between manufacturers limited production driven “transfer effect gradually, holding stock traders reluctant to sell up the mood is heavy, the actual market turnover of more is the first price results reinforce.

(2), anatase frequency rise, momentum over Jin Hongshi

11 months late, producers of anatase titanium dioxide frequent prices, Guangxi area manufacturer, at the end of three months at the beginning of the month, once rising nearly 2000 yuan / ton, mainly due to the early sharp titanium market is relatively weak, the market price was left behind, a manufacturer of crude production, coupled with the regional environmental capacity can not be released tightening. Anatase, production plummeted, and rutile titanium dioxide prices higher, the downstream enterprises is not high on the quality requirements of the withdrawal of anatase, so the anatase titanium dioxide inventory is tight, successive price.

(3), Trump came to power or good titanium dioxide exports to the United States

Donald? Trump (Donald Trump) was elected the forty-fifth president of the United States, or only those economically immediate things. Hilary is essentially a politician in her under the control of the economy must be subordinate to the political will, but Trump came to reduce political weight, focus on the economy, because he is a businessman, only good is not good in politics, economy, and not good at local or with characteristics of americans. Trump this person is very practical, which can let people see the immediate effect of it, he will be doing. This means that some developed persistent things will be delayed, and is likely to put more money into the real estate construction, Trump is the real estate background, also the best at this, so in real estate development, China Titanium dioxide Exports to the United States or the long-term good may.

(4), Titanium dioxide Will add to the favorable industry

Between mid November, 2016 Titanium dioxide Guangxi Tengxian industry will fall, anatase Guangxi manufacturers collective increase of 500-800 yuan / ton, the hike or because enterprises do not rule out the December by consensus, regional continued bullish, rutile Titanium dioxide The price or to high concentration, but with the domestic chlorination products to maintain a certain price difference.

(5), Titanium dioxide Spot prices soared, why so nervous

November, Titanium dioxide The price of the market can be said up hot, mainly in anatase, few producers at the beginning of the month, at the end of the three months, rising nearly 2000 yuan / ton, mainly due to tight supply, including rutile is similar to the case, that the large national production, goods are gone? Titanium dioxide Analyst Yang Xun analysis concluded that: 1, production capacity can not be released. Environmental pressure on manufacturers limited production is serious, low yield, less inventory, manufacturers in East and southwest China and Southern China area manufacturers more concentrated than single production; 2, export good. In 2016 1-9 month Titanium dioxide Total exports of 54.0603305 tons, the 3 quarter only on exports in 2015 were more than 53.8394441 tons, exceeding 2 thousand and 200 tons, up 0.41%, exports accounted for the vast majority of previous rutile anatase, the fourth quarter exports have rebounded, even if export prices relative to domestic prices slightly lower, but the manufacturer still preferred for export take the goods; 3, distributors and downstream stock transfer. The dealer and the downstream face of frequent price has been numb, thought the bluff, really see many psychological and stocking up, near the end, transfer stock to be up significantly.

(6), the high cost of logistics enterprises or into Titanium dioxide Continue to explore the theme rose

Titanium dioxide Spot supply accelerated rise in the price of raw materials of titanium concentrate (superposition of Panxi area 46 grade 10 ore) price soared to 1100 yuan / ton (excluding tax); automotive logistics costs (due to automotive logistics has changed much rise, railway transportation, the railway transportation pressure surge, “iron boss” or follow up) large enterprises; Dumbledore atmosphere and Guangxi regional consensus is obvious, many of the above factors in the fourth quarter Titanium dioxide The price of the market than the “Lin Dan affair” is also lively.

(7), Chongqing Panzhihua titanium chloride Titanium dioxide The project was officially put into operation

Panzhihua Chongqing 100 thousand tons of titanium chloride Titanium dioxide The project is formally put into production, the production line using low cost raw material route, there are a small number of crude output, forming quality about available soon.

(8) (Cristal, Global) announced the increase of cost Titanium dioxide Price

Coster (Cristal Global) announced in November 23, 2016, January 1, 2017, will raise all TiONA? And Tikon (Tian Guang) Titanium dioxide (TiO2) the price of the product, or other contractual requirements. Latin America: up 200 U.S. dollars / ton; in eastern and Western Europe, including Turkey, raised 200 euros / ton. In Russia, the CIS region increased 150 dollars / ton; the Middle East and Africa: up 150 U.S. dollars / ton; Asia Pacific region: up 150 U.S. dollars / ton.

( 9, October 2016 Chinese) Titanium dioxide Exports declined 13.45%

Provide statistical data according to the General Administration of customs, in October 2016 China Titanium dioxide The import volume of 13028.908 tons, an increase of 2.99%, a decrease of 11.83%, the average import price of about 2778.33 dollars / ton, imported top three areas of Taiwan, the United States, Germany; 2016 1-11 month Titanium dioxide Total imports 149447.17 tons, down 14.17%.2016 in October in China Titanium dioxide The export of 54617.244 tons, an increase of 19.99%, a decrease of 13.45%, the export price of about 1831.45 dollars / ton, the top three export countries such as India, the United States, South Korea; the top three export areas of Sichuan, Shandong, Henan. In 2016 1-10 month Titanium dioxide The total exports of 595220.549 tons, an increase of 34.34%.

In November the strong price rise of titanium concentrate. Downstream titanium dioxide rose 1000 yuan to do the miners, the outlook is generally optimistic, coupled with market inquiry has increased, looking up the mood of high inflation. Titanium middling tight spot, coupled with the motor and other logistics costs rise, the market prices of middling “perfect”; from Panzhihua in situ to close the mine, miners and sell part of the stockpile; in addition, downstream titanium dioxide prices continue to rise again, driven by raw ore prices greater positive expectations. Panxi area both titanium titanium concentrate market are middling or uplink channel, there are more or less profit, but there is still the miners said its profit has not greatly improved, mainly due to the higher cost of capital, its pressure is larger.

It is reported that Panzhihua Fengyuan mining industry in November 25th is expected to resume production, plan 30 thousand tons / month of production will play a role to ease the tight supply. Panzhihua titanium concentrate in western market continuously rise, medium and small miners are relatively active and peripheral imported ore price is strong, the downstream producers of titanium dioxide continue to rise, the short term, the market or continue to run high titanium concentrate. At present, the Panxi area above 38 grade titanium ore price in 750-800 yuan / ton (excluding tax), 46 grade 10 titanium ore price in 1150-1200 yuan / ton (excluding tax), 47 grade titanium ore price in 1100 yuan / ton (excluding tax).

According to the General Administration of customs statistics, 2016 October China’s titanium ore and concentrate imports 130530.816 tons, down 25.86%, a decrease of 32.76%, of which imports the top three countries were India 51120 tons, 41904.856 tons of Kenya, Mozambique 11632.92 tons of imports, the top three regions: Henan, Shandong, Zhejiang. 1-10 months of 2016 total imports of 1983819.07 tons of titanium ore, an increase of 26.44%.2016 in October of China’s titanium concentrate and the export volume of 796 tons, down 1.36%, an increase of 20.92%, 2016 1-10 month total exports of 10989.47 tons of titanium ore, down 63.33%.

In November the domestic titanium dioxide prices continue to rise against the market. Titanium dioxide analysts think: “long Bai Qi Zhang thousand yuan after the market significantly boost, increase rate generally larger, more solid in price, anatase titanium dioxide rise pace is relatively concentrated, Guangxi area manufacturers consensus is high, few producers almost every week issued a price adjustment letter. The fourth quarter of 2016 into the middle, which can determine the “annual rise”, although the raw materials and logistics costs increase eat part of the profits, but the overall situation is good, manufacturers are more or less profit, good atmosphere remember rational treatment, do not take the price as a trifling matter, the price rose too fast is not necessarily a good thing, anatase and rutile at this stage the narrowing of the spread, and the sulfuric acid chlorination spreads narrow, is a small critical point of anatase and rutile titanium dioxide sulfuric acid method. The short term, the future inventory or continued tension, coupled with raw materials and logistics cost boost, December market price or continue to be strong, and have continued to appear under the price.