2017 “the Belt and Road Initiatives” International Cooperation Summit Forum will be held May 14, 2017 – May 15 held in Beijing. Another international conference will be held in Beijing, environmental protection storm has become the Beijing-Tianjin-Hebei production enterprises of the public criticism. In the near future two sessions, the Beijing-Tianjin-Hebei region’s production enterprises to take a “one size fits all” measures to shut down, which there are accidental injury situation, the pesticide industry has been a huge impact. And immediately come to the area along the way, but also what measures?

Beijing prohibits the transport of dangerous chemicals

In order to meet the high-profile international forum, in order to ensure the safety and smooth traffic of Beijing road, according to the “People’s Republic of China Road Traffic Safety Law,” the relevant provisions, decided from May 12, 2017 to 2017 May At 24:00 on the 17th, all day to prohibit the delivery of dangerous chemicals (including highly toxic chemicals) vehicles in the administrative area of ​​Beijing road driving.

Increase environmental inspection and inspection efforts

According to the Ministry of Environmental Protection website news, the Ministry of Environmental Protection on May 9 informed the Beijing-Tianjin-Hebei and the surrounding areas to strengthen the investigation of air pollution control, 23 inspectors on the 8th supervision of 301 enterprises (units) and found that 236 enterprises Environmental problems, accounting for about 78.4% of the total inspection. Inspection team to inspect the Beijing-Tianjin-Hebei, can not be stable discharge standards, excessive emissions of enterprises will be discontinued, exceeding the top row of corporate emissions penalty.

Hebei province to carry out environmental enforcement focus on strengthening action

According to the Hebei Provincial Environmental Protection Department issued the news, Hebei Province, related enterprises to inspect (discontinued) for about 10 days. As follows: In order to cooperate with the province’s air quality attack on the action, to promote the provincial government “on the strong promotion of air pollution comprehensive management of the views” and 18 special programs to effectively implement the study decided to carry out in the province for 10 days Of the environmental law enforcement to strengthen the action, the relevant matters are informed as follows -

1, check the scope: Shijiazhuang, Tangshan, Langfang, Baoding, Cangzhou, Hengshui, Xingtai, Handan and other eight air pollution transmission channel city and Dingzhou, Xinji City.

2, inspection methods and time: in May 8, 1717 – May 17 to provincial, city, county (city, district) linkage law enforcement, the provincial Environmental Protection Office set up enforcement inspection team, Hebei Province, air pollution control and supervision Work in the city inspection team, the city organization of the city and the county (city, district) law enforcement officers to take the investigation and dark investigation and daily inspection and occasional surprise checks combined to strengthen the focus of investigation, focus on investigating key environmental Illegal;

3, the main content: to increase the intensity of law enforcement, and severely punish the atmosphere of environmental violations, the city’s environmental protection departments to steel, coking, cement, glass, electricity, casting, perennial operation of coal-fired boilers and other elevated sources, emissions V0Cs key industries, “Business gathering area as the focus, strict investigation and punishment of excessive emissions, improper management facilities, online monitoring fraud and other environmental violations, in particular, to increase the discharge can not be stable, May 8 to 17 during the period will be suspended for rectification; On the 10th after the emergence of excessive emissions, all of which will immediately ordered to stop production remediation, and severely dealt with, the top grid punishment; for the standard hopeless, stealing row of industrial stalls and small workshops, scattered rural “industrial compound” To “two broken three clear” requirements; the majority of enterprises have not yet received a notice, on the further implementation of the situation, will follow up in a timely manner.

Overall, this “the Belt and Road Initiatives” Summit period, the measures of environmental protection measures compared to the two sessions, obviously a lot of reason. During the two sessions, the implementation of a unified stop production, limited production measures, in the production of Beijing and Tianjin in a number of environmental standards in accordance with the production of enterprises accidental injury phenomenon. The restrictions, the proposed increase is to increase supervision and supervision efforts, can be stable discharge standards of enterprises do not stop production behavior.

According to statistics, since the beginning of last year, titanium dioxide prices rose more than 76%. And as a leader in titanium dioxide dragon python Bai Li recently also on the price trend of the position, specifically:

Titanium dioxide price forecast: titanium dioxide prices rose more than 76%

May prices of titanium dioxide

From the end of 2015, by the raw material prices and environmental costs “double increase” the impact of the domestic titanium dioxide industry set off a wave of continued price increases. Today, the development of titanium dioxide industry was wind and water, the price rose again and again round, surging from the tide of rising prices in the achievements of titanium dioxide business, but also led to the downstream countless individuals struggling.

According to the reporter to understand, including the town of Jiangsu Titanium, Panzhihua City, Haifeng Xin Chemical Co., Ltd., Yunnan Metallurgical New Titanium and other enterprises almost at the same time announced price increases. From January to May this year, this is the fifth round of titanium dioxide prices, titanium dioxide prices since the beginning of last year has been the overall increase of more than 76%.

According to public statistics, 2016 ending price of 15,300 yuan / ton, while the beginning of the price of only 10,900 yuan / ton, the annual increase of up to 40.36%, up nearly 5,000 yuan per ton.

In early February this year, Chemours, the world’s largest company, announced that it has upgraded all grades of Ti-Pure Titanium from North America, Canada, Asia Pacific, Latin America, Europe, Middle East and Africa since March 1, 2017 White powder price. Among them, the Asia-Pacific region raised 150 US dollars / ton; North America and Canada raised 0.06 US dollars / lb; Latin America, Eastern Europe and other raised 200 US dollars / ton; Western Europe and Central Europe and other raised 200 euros / ton.

Subsequently, Huntsman (Huntsman) also announced that it raised its global sales of titanium dioxide (titanium dioxide) pigment prices. Among them, Europe, Africa, the Middle East and Latin America raised 235 euros / ton or 250 US dollars / ton, the Asia-Pacific raised 160 US dollars / ton, the price increase from April 1, 2017 from the entry into force; North America raised 0.07 US dollars / lb, Effective March 1, 2017.

With the foreign titanium dioxide giant Komu, Huntsman have to adjust the price of the product, which seems to indicate that the domestic price of titanium dioxide is about to enter a new round of price increases.

Titanium dioxide prices rise reasons

Why is the price of titanium dioxide so crazy? The so-called titanium dioxide known as titanium dioxide, is a dye and pigment (white powder). Titanium dioxide in industrial production is a more important raw materials, widely used in coatings, plastics, rubber, cosmetics, ceramics, electronics, medicine and other industries.

South China Institute of Intelligent Innovation Zeng Haiwei that the state supply side of the reform and environmental protection and other factors out of a group of small scale, low efficiency titanium dioxide production enterprises. Therefore, titanium dioxide enterprises will gradually return to the rational, healthy and orderly development of the state.

It is easy to see that titanium dioxide prices behind the market is the inevitable result of healthy development. According to the reporter learned that, as early as 2015, titanium dioxide prices continued to decline, many companies are hard to find good, and some enterprises can not withstand the decline in prices eventually out of the industry. Zhongyu information analyst Zhu Lin in the “China Sankei Shimbun” reporter said that only in 2015 year time, foreign shut down 400,000 of the production capacity, the domestic also withdrew nearly 300,000 of the production capacity, these removed Production capacity together a total of 700,000 to 800,000.

“In the environmental pressure, the domestic enterprises in the production has been in control of production capacity, which also led to the manufacturers of stock tight, which will cause prices continue to rise.” Zhu Lin believes that upstream and downstream supply and demand is also an important push up momentum. From the upstream, titanium dioxide raw material titanium prices continue to rise, from the beginning of 2016 520 yuan rose to 1850 yuan, up more than 2 times; from the downstream demand side, titanium dioxide is mainly used for paint, and Paint production in 2016 prices are steadily rising, the upstream supply plus the downstream demand together caused by 2016 titanium dioxide prices all the way up.

Data show that in 2016, titanium dioxide exports amounted to 720,500 tons, a substantial increase of 33.82% over 2015. January-February 2017, the domestic titanium dioxide exports reached 11.15 million tons, compared with the same period last year increased by 15.31%.

From the analysis of the industry can be clear, the upstream raw materials, downstream prices rose, exports continue to support the growth of titanium dioxide prices.

Insiders believe that the increasing cost of logistics costs, but also makes the cost of titanium dioxide enterprises to increase the pressure, therefore, manufacturers only through the way titanium dioxide price increases in order to maintain the status quo.

After the first trading day, Shanghai Rubber 1709 contract rose 3.5%, breaking the previous two weeks of consolidation trend, stand in 15,000 points in one fell swoop. And since then the macroeconomic downturn pressure, manufacturing PMI data is not ideal; financial regulatory trend, capital costs rise; international oil prices continued to fall and fundamentals and other factors together, Hujiao continued to fall, has fallen below 14000 mark.

Annual supply of large probability loose

Since the end of last year to the beginning of this year, Thailand suffered severe floods, tapping progress slowed down. According to statistics, January-February Thailand’s natural rubber production of 725,800 tons, down 13.9%, but the Thai government immediately to sell to the market to increase supply. From the transaction situation, the first round of throwing in January because the glue can not properly tapping, spot shortage and smooth turnover, but then several rounds to the end of the flow, which from the side shows the supply is not as good as imagined. The Thai government has said that by the end of May will be completed before the remaining 107,000 tons inventory auction, if the successful storage, then the market sentiment will cause further pressure.

According to ANRPC’s latest forecast, this year in addition to Indonesia, the main producing countries are expected to increase the main production, the annual supply of large probability loose. The recent Thai-producing areas gradually cut, the domestic production area will also be fully into the tapping period, the future supply side will gradually heavy volume.

Free trade in bonded areas increased

As of early May, Qingdao Bonded Area inventory totaled 249,800 tons, compared with mid-April increased by 29,700 tons, an increase of 13.49%. Since mid-February, bonded area stocks began to show a rapid upward trend, the cumulative cumulative rate of nearly 5 years since the fastest, and the growth rate did not slow down the trend. This is mainly the tire factory inventory at a high level, pre-demand is a lot of overdraft, the current new orders less, some factories began to take the initiative to reduce the operating rate, slow down the consumption of raw materials. And in November last year after the domestic natural rubber imports increased significantly in April this year, imports of natural rubber and synthetic rubber 58 million tons; January-April imports of 235 tons, up 30.3% over the same period last year. The current upstream and downstream industry chain stocks are at a high level, in a large number of imports and inventory consumption in the context of slow, is expected to continue to rise in the bonded area inventory.

Heavy truck sales are high or difficult to maintain

1 – April China’s heavy truck market to achieve sales of 387,000, an increase of 79.64%. This year, heavy truck sales soared for the following four reasons: First, since the fourth quarter of last year, the manufacturing industry to enter a new round of inventory cycle, coal and other commodities and upstream raw materials make up the logistics makes the demand for logistics and transportation, , Driven by heavy truck production and sales of rapid growth. Second, in August last year, the new national standard promulgated, significantly reduced the maximum load of the semi-trailer, which brought new capacity demand to stimulate heavy truck sales. Third, this year will become the infrastructure year, the provinces and cities in the fixed assets investment is expected to be more than 60 trillion yuan, and a large number of projects started at the beginning of the year, March and April are the peak of heavy truck sales. Fourth, last year, heavy truck sales surge makes some car prices difficult to complete orders on time, so part of the sales arrangements at the beginning of this year.

But heavy truck sales high growth or difficult to maintain. First of all, with the passage of time, last year’s rule of the New Deal brought about by the marginal effect will gradually weaken, in the relevant order gradually completed, follow-up logistics heavy truck is stable growth is still doubt. The second half of the beginning of the excess pressure will gradually appear, and since mid-January, China’s road logistics and freight index continued downward trend, while oil prices all the way up, has risen to 7,000 yuan / ton of the year high, heavy truck costs Overloaded freight will also drag some heavy truck sales. Finally, from the historical sales point of view, China’s heavy truck market sales over the years was “N” shape, March for the annual highs. April China’s heavy truck sales chain has been 10.2% decline in the second half if no new policy stimulus, sales will be more optimistic.

In short, in the absence of favorable subject matter to stimulate the case, Hujiao center of gravity will be further dropping.

April-May Shandong propylene market price was a “V” -shaped trend, so far, Shandong propylene market price has been stable at 6800-6850 yuan / ton, compared with the lowest point rose 600 yuan / ton, or 9.64%.

From the supply side, the current volume of propylene in Shandong is less, Shandong region itself is a shortage of the status quo, the current Yangshi Hengtong and a PDH device is still in a shutdown state, the region itself to reduce the supply of propylene, part of the downstream increase in Local refinery shipments; outside the plate propylene upside down, manufacturers to reduce imports, external supply shortage. In the case of reduced merchandise, refinery inventory low, the seller is quite strong intention, then the propylene can always be strong?

Since mid-April the international crude oil prices have been in the downward trend. Crude oil prices fell, but propylene prices began to rebound to the present trend is stable, indicating that crude oil for the propylene market price guide is weak, but still bearish market.

From the downstream market point of view, the downstream demand for propylene has been in a downturn in the state, the enthusiasm for the procurement of propylene is not high, especially polypropylene powder, by the weak demand for terminal, polypropylene powder operating rate has been maintained at 6 Into the left and right, compared with previous years at a low level. According to the operating rate of propylene downstream of last week statistics, the rate of operating rate of octoxyphenol device decreased, it is understood that in May, Shandong part of the octanol device maintenance, for the procurement of propylene demand has decreased.

Through the upstream and downstream look to the market outlook, the supply side, the end of the early parking device will continue to drive, imports of propylene will also add a certain degree to the market, propylene supply will increase; in demand, the downstream polypropylene powder is now approaching costs Line, some powder manufacturers have been forced to stop the risk of propylene rose a certain degree of difficulty. Expected demand will continue to be the main factor affecting the trend of the propylene market, Shandong propylene market, the mainstream price is slightly lower expected, is expected to be limited.

“Intelligent manufacturing is the inevitable direction of the development of enterprises, but also an important way out of the traditional industries out of the predicament.” This is the reporter from the twenty-fourth session of the national phosphate fertilizer industry meeting to get the information. April 26 held in Jinan, the meeting, how to smart implantation of phosphate fertilizer industry, to enhance the industrial competitive advantage were discussed.

“To adhere to the development of intelligent manufacturing as the industry focus, the establishment of R & D design, logistics procurement, production control, security supervision, management, marketing and other industrial chain intelligent system to encourage enterprises to carry out ‘Internet + agriculture’ The level of service, to achieve supply and demand coordination. “Ministry of Industry and Materials Division Petrochemical Deputy Director Zhang Fan said.

China Phosphorus Compound Fertilizer Industry Association, said Zhou Chuan Ye, with cloud computing, large data analysis and application as the representative of a new generation of information technology rapid development, has been widely penetrated into all aspects of the industry. “Although smart manufacturing requires a lot of manpower, capital, technology investment, but it is for the enterprise’s safety, environmental protection, energy conservation have greatly improved, this is an inevitable trend.” Lubon Industry Co., Ltd. Deputy General Manager Ye Huili said.

Zhu Jianwei, vice president of the School of Chemical and Energy, Zhengzhou University, said that we urgently need to inject new development momentum into the production and service of the phosphate and compound fertilizer industry. New era of phosphorus and fertilizer industry, new problems and new contradictions, can only rely on technological innovation, the development of new formats, to increase the new kinetic energy to better solve.

According to the analysis, the production process, the phosphorus compound fertilizer industry is the process of raw materials processing industry, the intelligent manufacturing model is intelligent optimization of manufacturing, you can start from three aspects: First, the use of “Internet +” thinking, breaking the factory and research and development range But also from the market to accept feedback from the market, to carry out innovation-driven product design and production process; Second, the phosphate and fertilizer production system scheduling and decision-making function should be to improve production efficiency, reduce production costs, save energy and reduce pollution as the basis, Third, the industrial Internet as the key infrastructure, with large data as the core driving force, strengthen the network, distributed intelligent production optimization control facilities and collection and transmission network construction.

Tang Jianwei that the current differentiation of phosphate and fertilizer products and service competition has become an important way to enhance the competitive advantage, and demand heterogeneity has become an inexhaustible motive force for industrial development. Intelligent manufacturing to meet this demand laid the foundation. First, build a connection with the production process, service-oriented operating platform and interactive network to support and cover the Internet from the production of raw materials to the use of raw materials to purchase the entire process of the entire intelligent factory. Second, vigorously develop based on information technology, digital technology, network technology support the precision of agricultural systems. Third, the intelligent manufacturing so that the production of phosphate and compound fertilizer and agricultural services integration can be achieved, the actual one, two, three industry integration derived from the “sixth industry” emerging form of expression.

Experts said that the Chinese phosphorus and compound fertilizer enterprises only as soon as possible to accelerate the transition to the intelligent direction in order to resolve the current China’s phosphate and fertilizer industry is facing many difficulties to complete the “Phoenix Nirvana” rebirth, to promote China’s traditional industry The new spring comes.