Environmental protection supervision of a wave of ups and downs, August 7 afternoon, the central environmental protection inspectors stationed in Sichuan Province, which opened the fourth round of the central environmental protection inspectors prelude. This time there will be Jilin, Zhejiang, Shandong, Hainan, Sichuan, Tibet, Qinghai, Xinjiang (including Corps) 8 places in the 7 to 15 days of the week, one after another ushered in the central inspection team stationed, Month, and by the end of September, that is, the end of the fourth batch of central environmental protection inspectors stationed at the end of the central level of environmental inspectors will also be completed in 31 provinces (autonomous regions and municipalities) inspectors full coverage.
| PVA 1799 (PVA BF17) |
In addition to the central environmental protection supervision, the Ministry of Environmental Protection and the local environmental protection bureau as the main environmental protection special inspection is also carried out in the same period, the central environmental protection supervision and environmental protection department to form a complementary inspection. Including the first quarter of 2017 air quality special inspection, Beijing-Tianjin-Hebei and the surrounding areas to strengthen supervision and control of air pollution, cement glass industry to eliminate backward production capacity and other special inspection. The industry believes that the strict supervision of environmental protection will have a two-phase impact, the first stage shut down the limited production, the main impact of steel, electrolytic aluminum, chemicals, cement, coal, glass and other industries; the second stage of discharge, Industry for the field of air, clean energy, water treatment, solid waste areas and monitoring areas.
On the domestic protopine market, by the direct impact of environmental protection, pre-Shandong due to environmental impact, most of the alkali plant manufacturers parking transformation, and Inner Mongolia region due to environmental impact, some small enterprises have been discontinued or cut production, and equipment maintenance Enterprises are more, the market supply substantially reduced, seeking more than for the phenomenon more and more obvious, resulting in the price of lead-alkali prices rise, the regional price of another record high. As of early August, Shandong region 99% of the mainstream price of raw materials in the 4200-4250 yuan / ton, Inner Mongolia 99% protopine mainstream prices in the 3900-3950 yuan / ton, Xinjiang, 99% of the mainstream price of the mainstream in 3800 -3850 yuan / ton, Ningxia 99% protopine mainstream prices in the 3900-3950 yuan / ton.
| PVA 1788 (PVA BP17) |
However, the good times are not long, just a short period of one week, the domestic protopine market appeared to fall significantly, Inner Mongolia transaction price down 100-150 yuan / ton, 99% protopine mainstream factory in the 3750-3800 yuan / ton; Shandong The regional decline is not large, the current 99% of the mainstream base of the factory in the 4150-4200 yuan / ton; Ningxia 99% of the mainstream base of the factory in the 3750-3800 yuan / ton, down 150 yuan / ton, the domestic protopine market Down, the reason is also due to environmental protection.
The environmental protection inspection mainly for Zhejiang, Shandong, Xinjiang and other regions, paper, alumina and printing and dyeing as the base of the larger downstream industry is also immune from the distribution of various industries, the eastern region is still China’s paper industry The main production areas, but affected by environmental impact, the recent paper industry operating rate has been reduced, leading to weak demand side, the market trading atmosphere is poor; alumina as the main downstream of the main consumer industry, the market trend of good and bad, It is undoubtedly closely related to the downstream alumina industry, but also because of environmental impact, in some areas significantly lower operating load of alumina enterprises, the overall procurement situation in general, the latter is difficult to form a strong support for the protopine market; and domestic dye production is highly concentrated in Zhejiang, according to public Data show that the annual output of disperse dyes up to 440,000 tons / year, accounting for 80% of the country; reactive dye production capacity of 175,000 tons / year, accounting for about 38% of the country, but affected by this environmental impact, some small and medium- Due to environmental protection and safety issues have been discontinued, resulting in a significant reduction in demand for caustic soda, so look, protopine market Mainly due to the potential impact of environmental policies majority.
| PVA |
In the short term, the overall operation of the Alkali Enterprise is normal and the supply of the market will continue to increase, while the downstream industry will continue to be affected by the environmental impact. There is still the possibility of shrinkage in the procurement and the market will wait and see , The base of the enterprise stocks gradually improved, but the transaction situation is difficult, the market will continue to show the performance of the auction, the more obvious factors in the negative factors, the market is expected to rule out the possibility of re-dropping may be, but the late trend, But also should pay more attention to environmental protection on the downstream industry and the specific impact of the alkali industry.