Looking at the recent period of pesticide drug market, due to the problem of high production costs, leading to pesticide drug production enterprises operating rate further decline, pesticide drug market turnover rate is still at a low level, environmental pressure is caused by all this The main factor.

Glyphosate

Last week, the market price of glyphosate had some fluctuation.

Recently, the price of glyphosate drug has been declining, the original drug companies pressure rise sharply, based on the market to buy up not buy, customer wait and see attitude, for enterprises, this is a vicious circle. From the beginning of last year, glyphosate tech in the year after the annual summary of June, began a new industry will meet, after part of the enterprise glyphosate offer has a rising trend, but most companies said the recent no goods can be sold , The company is meeting to discuss new product prices.

From the current market situation, the original price of glyphosate is not yet the conditions of price increases, is expected later, the original price of glyphosate will be up, but the real deal also need to market test.

Glufosinate

Last week, the domestic market price of glufosinate original drug continued to develop steadily.

From the recent start of the enterprise level are at a high level, but the new single trading on the market more difficult, the main business to the main customer is expected to pay the main. Expected late, glufosinate original drug market prices will still have a certain rate of rise.

Chlorpyrifos

Last week, the domestic market price of Chlorpyrifos drug continued to develop steadily.

The market price of Chlorpyrifos has been maintained at the same level for a long time from the recent market developments. The reason for this is that the demand for this phenomenon is due to the tension of the raw material intermediates and the downstream demand is still kept up, Demand time is more urgent.

Expected late, Chlorpyrifos tech market prices should be stable down the development.

Imidacloprid

Last week, the domestic market price of imidacloprid was steady development.

From the current level of market development, has been a lot of demand period, the overall demand was downward trend, so the original drug manufacturers in July orders can not be full. Although the original drug companies that their supply of tension, no goods available, in fact, the pressure on the enterprise is relatively large. Late, the original drug transaction price is still a certain decline in space.

Acetamidine

Last week, the price of the original acetamiprid drug stable development.

At present, the domestic acetamiprid original drug market demand is low, but the original drug companies can start a small number, will cause tight supply situation. In fact, as long as the original drug business started, will be able to solve the current market situation.

Expected late, acetamipidine original drug market supply situation will not appear too much change, the original drug market prices will be steady development.

Lambda cyhalothrin

Last week, the domestic market price of cyhalothrin was the latest drug prices continue to develop.

By the downstream need to show the impact of tension, the original drug business started difficult, high efficiency of the original drug consumption of cyhalothrin further rise, but the overall market price is still lower than the previous period.

Expected late, the effective market price of cyhalothrin is the original market price fluctuations.

Mancozeb

Last week, the domestic 80% of the market price of mancozeb wettable powder continued to develop steadily.

Domestic manco zinc zinc enterprises have now formed a dominant phenomenon. Later, the market turnover of the market for Daisen’s manganese-zinc wettable powder may rise.

Phenylethylenediole

Last week, the domestic market price of phenylethylenedilazole drug continued to run smoothly.

Recently, the domestic production capacity of phenylethylenediazole raw agent continued to decline, mainly due to environmental factors difficult to start business. Although the downstream demand has been reduced downstream, but the early shortage of serious impact on the market is relatively large.

Propiconazole

Last week, the domestic market price of propiconazole drug steady development.

At present, the domestic propiconazole drug companies have basically cut production, some companies have begun maintenance plans, enterprises to sell inventory-based.

Expected late, propiconazole drug market prices will be stable down the development.

Azoxystrobin

Last week, the domestic market price of azoxystrobin drugs steady development.

But because the azoxystrobin product market price as a whole is relatively stable, so the product market price of the market will still have a certain range of rising prices.Affected by environmental factors, the domestic azoxystrobin drug intermediates supply tension, while the original drug production capacity is also subject to certain restrictions, the market price just to take this development.

Recently, the exploration staff in Kaiyang County, Guizhou Province found a large phosphate, proven phosphate rock resources amounted to 801 million tons, equivalent to China’s largest phosphate – Kaiyang phosphate 22 years, the total amount of mining 2 times.

It is understood that the phosphate layer distribution range of nearly 50 square kilometers, the average thickness of 4.49 meters, the average grade of ore is a grade of high quality phosphate rock.

First of all, we first look at what kind of large phosphate rock:

First, China’s large-scale phosphate rock

“Sanyang Kai Tai,” the first of the Kaiyang phosphate, is well-known large-scale rich phosphorus-producing areas at home and abroad. Located in the hinterland of Guizhou, Kaiyang County West. Production area, including Ma Ping, with sand dam, sand dam soil, bliss, cattle rush, two fork river, new slope and other ore, the area of ​​about 85Km2.

The area of ​​phosphate rock reserves of more than 420 million tons, accounting for about 16% of the province’s total. Kaiyang phosphate is particularly famous for the quality of the ore, the region P2O5 content of more than 30%, an average of 34.2%, become China’s rare phosphorus-producing areas, and without mineral processing, can be used for high concentrations of phosphate fertilizer production. After years of exploitation, the rich ore accounted for the country to maintain the total amount of about 28% of the rich ore.

Kaiyang phosphate mine reserves of large reserves, high grade, less harmful impurities, heavy metal elements cadmium content is low, which content of more than 32% of the phosphate reserves accounted for 78% of the total reserves, is currently the only non-beneficiation can be Direct production of high concentrations of phosphorus and fertilizer important raw material base, is the ideal wet fertilizer and raw materials and production of pollution-free green phosphorus chemical products of high quality raw materials.

And Guizhou Kaiyang Qi called “Sanyang Kai Tai” is the Yunnan Kunyang, Hubei Xiangyang. Other large domestic phosphate rock is as follows:

Second, the status and distribution of phosphate minerals

Phosphate ore industry chain:

1, the distribution of reserves in various regions of China

In the low-grade ore and more ore is less of China’s phosphate resources, one of the characteristics.

93% of China’s phosphate deposits are low grade, high impurity content, P2O5 is more than 30% high grade phosphate reserves of only 1.069 billion tons, accounting for only 8.12% of the total reserves, even if the grade is greater than 26% Reserves will not exceed 3 billion tons, the average grade is only 16.95%.

China has proven phosphate resources in 27 provinces autonomous regions, Hubei, Hunan, Sichuan, Guizhou and Yunnan are phosphate-rich areas, 5 provinces have identified the reserves of mineral resources (ore) 13.5 billion tons, accounting for 76.7 %, According to the average grade of mining ore, 5 provinces of phosphate rock reserves (P2O5) 2.866 billion tons, accounting for 90.4% of the country.

2, the world’s reserves distribution

Up to now, the global phosphate rock reserves of 67 billion tons, mainly in Africa, North America, Asia, the Middle East, South America more than 60 countries and regions, of which more than 85% of economic reserves concentrated in China, the United States, Morocco, And five countries in Jordan. Only Morocco accounted for 75% of the global total, while China is also one of the major phosphate rock.

Third, the relationship between supply and demand of phosphate rock

1, global phosphate production

US Geological Survey released in 2015, the global phosphate production data show that in 2014 the world’s total output of 220 million tons of phosphate rock, down 22%.

At present, the sustainable exploitation of phosphate rock resources is gradually reduced, and the origin is mainly concentrated in a few countries, the scarcity and irreplaceability of phosphate rock resources, the decision of this resource should be higher than other resources.

Data show that in the world’s 67 billion tons of phosphate reserves, Africa and the Middle East together close to 80% of the world, China only 3.7 billion tons of reserves to 2014 production estimates, China’s phosphate rock can be exploited less than 40 years, Far below the average annual mining time, not to mention with Morocco, Algeria these “high levels of phosphorus ore” gap.

2, China’s supply and demand situation

At present, China can be mined reserves of phosphate reserves of only 2.111 billion tons of reserves, of which more than 30% of the rich ore is only about half of the current mining speed of about 20 years can be mined. This means that the phosphate resources will soon be depleted in the future, so the phosphate resources has been China’s qualitative as a strategic resource.

Before the introduction of national planning, some local governments have introduced the relevant policies and regulations of phosphate mining. According to the relevant data, global phosphate consumption growth has been higher than the global population growth, is expected in 2014-2018 years, phosphate consumption will be 9.2% growth rate, as shown below:

China’s phosphate rock industry, has been the lack of a strong phosphorus chemical industry to match. Small and scattered, the strength is not strong, with the phosphate rock resources and phosphorus chemical industry a series of management and development decision-making, history gave the industry a rare opportunity.

The introduction of national policy in 2015 conveys a clear signal that the country is paying more and more attention to phosphate rock resources.

Pesticide industry after so many years of development, a lot of traditional pesticide products have long been considered a variety of problems were eliminated, these are still active in the pesticide market fungicide, mancozeb is undoubtedly the most stable development of a fungicide Variety.

If the 5-year period of time to observe the market performance of fungicide manco zinc, it is easy to find its price is steadily rising trend. Among them, the original drug from the original 17,000 yuan (t price, the same below) climbed to the current 22,000 yuan or more, and during the little jump up and down the performance. The industry believes that the market structure of this market, and its product structure is continuously optimized and the market continues to cultivate and expand is inseparable.

The amount of steadily increased year by year

The reason why manson manganese is known as the “evergreen tree” in the fungicide group is due to its many advantages. One is very broad sterilization spectrum, the vast majority of fungal diseases are effective, but also control some pests; the second is not easy to produce resistance, listed more than 50 years

There are obvious resistance; third is to promote crop growth, but also for crops to add trace elements; Fourth, excellent mix of mixed with almost all fungicides mixed to improve the efficiency and extend the treatment cycle.

“Over the past 20 years, the domestic planting industry for the use of mancozeb has shown an upward trend year by year, which is concerned with the food safety and environmental protection is inseparable.” Dai Sen manganese zinc low residue, spraying 2 months After the residue tends to zero, easy to ensure the safety of agricultural products. At present, the main application of fruits and vegetables, herbs and other high value-added areas of cultivation.

China Pesticide Industry Association executive vice president and secretary general Li Zhonghua said that with the use of pesticides in 2020, “zero growth” target approaching, and “one way along the” brought about by the opportunity to upgrade the domestic pesticide file, and to pay special attention to brand Shape and accelerate the development of formulations, in order to improve the added value of products and domestic and international market share.

Li Zhonghua’s view has also been confirmed by the market. It is understood that the current industry in addition to maintaining the original export of the original drug, the proportion of related agents also continue to rise, especially 80% of the generation of manganese zinc wettable powder favored by the market, the price has been raised to 38,000 to 4 million, and There are signs of continued bullish.

Product quality rising

The reason why the rise of manene manganese zinc year after year, is closely related with the continuous upgrading of product quality. It is understood that the formation of a large-scale production of mancozeb zinc, roughly in the late 90s of last century, but the quality of products at that time compared with multinational companies, there is a world of difference, the main reason is a large gap between the technical aspects of the main performance In product fineness. At the time of the process tradition can only reach part of the complex, produced by the product is manson manganese, generation of zinc, mancozeb mixture of complex, the general complex fineness of 40 microns, after grinding can reach 10 ~ 20 microns, the highest level of complex state can reach 5 to 10 microns. As these products have large particle size, short duration, in the flowering period, young fruit use is not safe, while product utilization is low.

Since the new century, especially in recent years, the domestic backbone enterprises through the active introduction of foreign advanced technology and continue to strengthen independent research and development, on behalf of the manganese grade to achieve world-class level.

“This is the true sense of the whole complex, non-grinding, a molding, the average particle size of 2 microns! Such a delicate product benefits are obvious.” Sun Jingquan said familiar, fine, means that no nozzle, Strong, resistant to rain erosion; performance for the dissolution of uniform fast, good film; can greatly improve the use of efficiency, protection of agricultural safety.

“As a result of advanced technology, equipment, environmental protection facilities, high input, and a substantial increase in product quality, which are rising prices continue to provide support.” Sun Jingquan said.

Market development space is huge

The industry believes that with the expansion of the application areas, “13 · 5″ during the domestic and foreign demand for the market demand for the market will accelerate the expansion of the momentum. And in view of the higher threshold of technology and environmental protection, industry expansion rate is relatively slow, is expected to supply will be tight in the late, supporting the price of manco zinc prices continue to rise.

According to Jiang Bo introduction, the current generation of manganese in addition to the traditional use of areas continue to expand the use of, but also to the food industry to expand. For example, in the northern region has done field trials, the entire growth cycle in the wheat, the use of more than 10 kilograms per acre, but the realization of the wheat yield of more than 10% effect.

“Hyosulfuron is a vaccine-like prophylactic bactericide that protects against plant surfaces and is not absorbed, so it ensures food security.” Jiang Bo said, “Potatoes are now included in the range of staple foods, Will be used for more food processing. Potatoes are widely cultivated in China, especially in the northern region, and we are speeding up the relevant pilot work, and the potential market for mancozeb is huge.

Jiang Bo believes that the market space for the development of mancozeb also look forward to the “three rural” policy boost. At present, under the condition of rapid labor cost increase, the price of pesticide is reduced to secondary factor. With the speed of land circulation, the centralized management of land is conducive to mechanized spraying of pesticides, which can greatly reduce the labor cost and thus expand in the planting industry The application of safe and environmentally friendly pesticides, bringing the market for further prosperity of the market.

Kuwait’s land area is only equivalent to Beijing, oil reserves account for about 10% of the world. For a long time, in this global large-scale oil producers competing stage, Europe and the United States occupy a dominant position, and there is no position of Chinese oil companies.

Today, the situation has changed: as of the end of the first quarter of this year, China enterprises in Kuwait to implement all kinds of engineering contracting projects 64, involving oilfield services, exploration, refining, housing, infrastructure, telecommunications and other fields, the total contract value of 13.7 billion EDTA 2Na

Chinese oil companies to enter the Kuwait market, through what kind of process? Working life in the desert, the Chinese oil workers are faced with what kind of environmental challenges? Reporter recently visited the southern part of Kuwait in the province of Ahmaddy Bourbon oil field, from which to find clues and answers.

With hard work to create performance, driving the Chinese oil equipment to the world

At noon, located in the desert area of ​​the Burggan oil field temperature reached nearly 50 degrees Celsius, the surface temperature is as high as 70 degrees Celsius. The rolling heat wave challenges the limits of human existence. Surrounded by sporadic few camels, rarely seen other animals.

Sinopec International Petroleum Engineering Company bid for the oil drilling project is distributed here. In less than 10 years, from the “single-handedly” into the Kuwaiti market, and gradually break the European and American companies on the monopoly of drilling equipment, has now become the largest drilling contractor in Kuwait, China’s oil companies rely on the strength to win the market, To create extraordinary achievements, for the Kuwaiti oil production to make outstanding contributions.

2008, coincided with the outbreak of the international financial crisis, Sinopec International Petroleum Engineering Company Kuwait Branch General Manager Zhang Congbang led three teams to open up the Kuwait market. “First arrived in Kuwait, the law side is not enthusiastic about us, the Chinese people can complete the project on the high quality of doubt, I was thinking, we must break some of the world, for the Chinese oil companies name!” Zhang from the state reporter Frankly.

Zhang Congbang and his team first do is deep into the desert area, understand the competitors. Through the analysis, they found that Chinese companies and international well-known drilling companies, compared with a price advantage; compared with the local drilling company, a technical advantage.

In April 2009, in the fierce bidding competition, with 0.2% offer advantage, the Chinese company won the value of 860 million US dollars 15 drilling rig drilling contract, in one fell swoop into the Kuwait market.

Zhang Congbang memories, when the day and night even rotation, no time to cook, most of the time can only cook noodles.

Previously, the Middle East drilling market has been the world’s equipment in Europe and America, including the Kuwaiti National Oil Company, including the owners are required drilling equipment with a unified European and American equipment, top drive, sealers and other key equipment requirements more stringent. In this case, to promote China’s equipment to go out, Zhang Congbang led the team on the one hand take the initiative to contact with domestic manufacturers to understand the technical advantages of domestic equipment to help domestic manufacturers to establish and improve with the international quality control system, on the other hand, Technical parameters and data of domestic equipment with the Kuwaiti National Petroleum Company at all levels of management and technical exchanges and promotion, and invited the law to a number of equipment manufacturers in China, the field to understand the “Made in China” strength and level. “The Kuwaiti state oil company has agreed to introduce the Chinese equipment such as the sealer in the name of ‘trial’, and finally the quality and cheap Chinese equipment has been recognized by the party.

According to reports, the current introduction of the Kuwaiti market in China more than 4.3 billion yuan of equipment, equipment supporting localization of nearly 100%, not only to support the development of China’s oil equipment manufacturing enterprises, driven by China’s oil equipment to the world, but also broke the European and American equipment in the Middle East The monopoly.

“China ‘s manufacturing industry already has an excellent modern industry standard, and by using these machinery and equipment, our oil production is accelerating,” said Ayad Alkanda, vice president of Kuwait’ s National Oil Company, told this reporter.

“Every day from the drilling site back to the living area, covered with sand like unearthed cultural relics”

Work in the drilling site must wear helmets and sunglasses, the body covered with thick clothes, feet wearing thick shoes, in the sandy weather also wear facial towels. Do these protective, the reporter only 10 minutes in the field, the body is soaked, his face is burning hot feeling.

In the Kuwaiti and Iraqi border near the 282 well team, well captain Xu Jianxiong is commanding workers to drill operations. Reporters tested the temperature, up to 47 degrees Celsius. Xu Jianxiong said: “This is cool, the next two months, the maximum temperature will be 55 degrees Celsius.” Xu Jianxiong came to Kuwait in January 2015, due to a long time outdoors, the 80 after the Hunan young man with the same age People seem older than old.

Take out a bottle of 330 ml of mineral water, Xu Jianxiong said: “This water, we need to drink at least 20 bottles a day, because too much sweating, almost no need to go to the toilet.” This work environment for Human health is very unfavorable, the last return home leave, he found the kidney stones. Xu Jianxiong did not complain, “Since the choice to become an oil worker, I must do a good job!”

Sandstorm is also a severe test of the construction. The vast majority of Kuwait’s land was covered by the desert, into the dust storm season, the wind almost every day swept the sunny sand, it is suffocating and despair. In extreme weather conditions, most of the operations can only be suspended, but in some key production jobs, there are still workers to work. “Every day from the drilling site back to the living area, covered with sand like unearthed cultural relics, shaking clothes, falling sand full of twenty – three.”.

The technical strength of the enterprises in China to provide support for the realization of national strategy

In 2014 the international oil prices fell off the cliff, the global oil engineering services market suffered severe winter. Sinopec International Petroleum Engineering Company Kuwait branch contrarian, in the international bid again to get a 1.15 billion US dollars drilling contract, Sinopec overseas drilling the largest annual record, and became Kuwait’s largest drilling contractor. At present, the Kuwait branch has 53 rigs, accounting for more than 45% of the Kuwaiti drilling market share.

Kuwait, although rich in oil reserves, but the basic industry is weak, the lack of professional and technical personnel, Kuwait National Oil Company has always wanted to enhance oil production is powerless. In order to transform oil wealth into industrial capital and promote economic development, the Kuwaiti government has formulated a strategic target of 400 million barrels of oil production in 2020 and stabilized to 2030. The arrival of the Chinese petrochemical team, Kuwait to achieve national strategy to provide a huge practical support.

The number is the most convincing evidence: the rig start to accumulate 4249 drilling days in advance, equivalent to the Kuwaiti National Oil Company additional operations more than 100 production wells, the daily increase of 20 million barrels of crude oil; by the end of 2016, the cumulative completion of drilling 737 , Workover 2742, the average per well than the design of the well construction cycle ahead of 3 to 5 days, which means that every day 30 million barrels of crude oil. For Kuwait additional operations 200 production wells, and the equivalent of daily production of crude oil 300,000 barrels.

From the original three team to the largest local drilling service providers, Sinopec’s victory, the Central Plains, North China, Southwest and East China a total of five regional companies 53 teams, more than 3,000 Chinese and foreign employees work hard in Kuwait. To the first quarter of 2017, the cumulative new contract amount of 3.011 billion US dollars, as a symbol of cooperation in the project.

Chinese Ambassador to Kuwait Wang Di, said in an interview with this reporter, Kuwait is located on the Silk Road, Unicom, an important node, is the first response to “one side of the road” initiative and signed the relevant documents of the country, is China to build ” Important partner. “In the future, China will continue to cultivate new growth points for economic and trade cooperation to further strengthen cooperation between the two countries in the fields of oil and gas, energy, financial investment and science and technology, so as to make cooperation more So that the two peoples will benefit.

National Food and Drug Administration Deputy Director Wu Zhen 12, said that after years of development, China has become the world’s second largest pharmaceutical consumer market, the largest export of bulk drugs.Benzalkonium chloride

Wu Zhen held in the day of the 2017 developing countries drug quality management seminar classes said that China’s existing nearly 5,000 raw materials and pharmaceutical companies, pharmaceutical manufacturing annual main business income of more than 2.5 trillion yuan, of which Nearly 50 pharmaceutical companies through the European and American certification or inspection, pharmaceutical manufacturing exports more than 13.5 billion US dollars, indicating that China’s pharmaceutical industry already has the rest of the world to provide safe and reliable pharmaceutical products.

In 2015, the Chinese female drug scientist Tu Yo Yo won the Nobel Prize in Physiology or Medicine. Wu Zhen pointed out that China’s pharmaceutical industry is to contribute to the development of innovative drugs around the world, in the field of global disease prevention and health protection play a positive role. As a first-line antimalarial drug recommended by the World Health Organization, artemisinin has saved millions of lives in the world, especially in developing countries, and this discovery is called “the greatest medical pioneer in the second half of the twentieth century”.

Wu Zhen also pointed out that China in the pharmaceutical economy and drug regulation is still some problems, such as drug research and development, production, circulation and use of regional imbalance between the existence of regional regulation of drug regulation and other issues. In addition, with the rapid development of science and technology, drugs in research and development, production and use of diversity and complexity.

In order to speed up the speed of drug review and approval, to solve the backlog of drug registration, Food and Drug Administration this year in the drug review and approval system reform to take further measures to achieve good results. Wu Zhen pointed out that the Food and Drug Administration has redefined the definition and classification of new drugs, clear the generic drug must be consistent with the original drug quality evaluation criteria, the establishment of a clinical efficacy-oriented drug review system, emphasizing pharmacy, Technology, quality, based on the focus on drug clinical trial results to ensure that the clinical efficacy of listed drugs.

Rare rare earth plate as one of the three plates of aluminum, is in its transformation and upgrading of play more and more important role. And, this plate is likely to become a new model for the development of the company.

In the first half of this year, in the domestic rare earth market downturn in the case, the rare rare earth plate in the plate showing a good state: a substantial increase in profitability, “two gold” compression effect is obvious, eliminate The full level of loss of households, as the company transformation and upgrading of a major bright spot.

“After seven years of rapid development, the rare rare earth company has gradually grown into the backbone of China’s rare earth field, is the light and heavy rare earth both the country’s six rare earth enterprise groups, the results are exciting.” Aluminum Group Deputy secretary, general manager Yu Dehui in the recent research on the rare rare earth plate affirmed.

In fact, rare earth has been a long-term comprehensive layout of a large plate. In recent years, three strategic resources in China’s economic restructuring and development of much attention, has gradually become a hot market competition. After the establishment of China’s rare rare earth rare earth, it is a big move constantly, the news of its listing are endless. 2013, 2015, Chinalco rare rare earth in China twice the capital increase, known as the “rare rare earth listed in China to lay the foundation.” At that time, the industry analysis, said China Aluminum’s capital increase although the limited impact on the industry, but as the aluminum enterprises, may want to use this platform to do some things, the rare rare earth plate stronger.

In fact, the aluminum company has long been listed on the rare rare earth plate as a general goal and an important task. “This is the development of rare rare earth plate itself.” Yu Dehui stressed that to achieve the listing of the first to solve the problem of sustainable profitability and internal control issues. To continue to strengthen the quality and efficiency work, and strive to complete the headquarters and rare rare earth plate itself put forward the profit task objectives for the rapid access to the capital market to create the most basic conditions.

According to the aluminum company deployed, its rare rare earth plate strategic thinking is “science control upstream, optimize the adjustment of the middle reaches, across the development of downstream.”

In this strategic thinking, in 2009, China’s rare rare earth after the establishment of Jiangsu and Guangxi in the first to start the integration of resources, the form of more investment shares. Since then, in rare earth business development, China’s rare rare earth showed a more robust momentum, not only to consolidate the scope of Jiangsu and Guangxi, and the tentacles extended to Jiangxi, Sichuan and Shandong.

Over the past few years, China Aluminum will be holding its rare rare earth as the main body of integration, focusing on the integration of Guangxi, Jiangsu, Shandong, Sichuan and other provinces (regions) of rare earth mining, smelting separation, comprehensive utilization of enterprises. In the deployment and promotion of aluminum, China’s rare rare earth has also formed a resource mining, fine smelting separation, high-end downstream products, new technology research and development of the whole rare earth industry chain, with the participation of the global rare earth industry competition.

According to the reporter learned that China’s rare rare earth’s appetite far more than this, is to break through the “industry confined to the upper reaches of the regional layout confined to Jiangsu, Guangxi and Sichuan” situation, scientific control of resources, low-cost access to resources. At the same time, related high-tech or strategic emerging industries have become the target of its lock. China’s rare rare earth is through flexible and diverse foreign joint ventures to promote their own industries and the deep integration of emerging industries.

Yu Dehui proposed in the study, the second half of this year, rare rare earth plate to focus on core competitiveness and innovation driving force, and comprehensively strengthen the talent technology and institutional mechanisms to protect. And actively explore the pattern and practice of adapting to the development of rare earth small industry, with a new management concept, control mode and salary incentive measures to activate the development of power, bold and innovative talent selection and management mechanism, through the market mechanism to introduce professional and technical level of high team or talent, Deepen the transformation and upgrading and reform and development.

“As long as the rare rare earth plate to maintain strategic strength, sustained efforts, we will be able to enter the benign development track, and gradually build the plate into the most distinctive and dynamic business plate.” Yu Dehui said.

First, the price trend

According to the business community statistics show that this week the domestic ethylene glycol market prices stable upward, as of July 7, ethylene glycol (excellent goods) reported 6889 yuan / ton, compared with the beginning of the week rose 0.68%.

Second, the market analysis

Products: polyethylene glycol strong support this week, prices rose slightly. Which the mainstream market in East China rose 200 yuan / ton, the South China market rose 200 yuan / ton. In the demand of leveraging, ethylene glycol practical strength, the downstream polyester 5 months to maintain the load to maintain more than 85%, to a certain extent to give ethylene glycol market confidence. As of July 6, MEG (within the disk) rose to 6850 yuan / ton in the vicinity of the formation of support for ethylene glycol.

Industry chain: As of Thursday, WTI prices closed down 0.52 US dollars on Friday / barrel, cloth oil closed up 0.19 US dollars / barrel. Oil prices this week, the trend of decline, although the dollar rebounded to suppress some of the rebound in oil prices, but the market early pessimism. The reason for the decline in oil prices is the rise in monthly oil production by the Organization of Petroleum Exporting Countries (OPEC) and Russia’s refusal to implement more efforts to cut production. But by the US crude oil production level at a high level and the Russian position will be scheduled to withdraw from the cut agreement and other reasons, oil prices quickly dive and turn up to fall. Ethylene derivatives market trend within weeks weak, lack of intention to accept goods. Pre-cracking device maintenance brought about by the upstream potential, by the downstream demand for styrene products such as the decline in the purchase intention of the downturn weakened, but there will not be a sharp decline.

Third, the market outlook forecast

Ethylene glycol analysts believe that: the current ethylene glycol start load rise 70% up and down, and recently with the Yangzi Petrochemical, Hubei fertilizer plant has expected to restart. Is expected next week ethylene glycol (excellent product) strong operation, the price of 7,000 yuan / ton.

After 2016 in the first half of 2017, copper, lead, zinc and nickel all rose first and then fell, and then on June 14 after the Federal Reserve announced the second rate hike this year, the emergence of a Wave rebounded quickly; aluminum prices rose, tin prices high and volatile. The prices of LME copper, aluminum, lead, zinc, tin and nickel were 6.91%, 12.98%, 14.25%, 8.30%, 8.13% and 6.36% respectively as of June 30, respectively. Gold and lead prices rose by 14.25% and 12.98% respectively, while prices of nickel and tin declined by -8.13% and -6.36%, respectively (from January 3 to 2017, respectively) June 30, 2017 closing price-based).

Analysis on the Price Trend of Nonferrous Metals in the Second Half of

Copper: supply gap to support the formation of copper prices

According to the International Copper Research Group (ICSG) released in April the latest forecast, 2017 global refined copper supply of 23.778 million tons, refined copper demand for 23.895 million tons, the global market shortage of 147,000 tons. ICSG in October 2016 issued a report that: 2017 global refined copper supply 23.79 million tons, the global demand for refined copper 23.63 million tons, the global market supply surplus of 163,000 tons. (Especially in the first half of 2017, the world’s major copper producers have ushered in the strike tide, the global copper supply has a significant impact in early February the world’s largest copper mine in Chile Escondida copper mine continued to strike more than 40 days , March Peru’s largest copper mine CerroVerde copper mine strike, the world’s second largest copper mine Grasberg copper mine has suffered from the Indonesian government to restrict exports and workers strike, the above event caused 2017 global copper ore supply reduced by about 300,000 tons) and Demand forecast increases, leading to a shortage of market expansion.

As a result of the fall in metal prices, global mining investment slowed, new mines put into production is less than expected, leading to slowdown in copper supply in recent years. Therefore, from the supply and demand level, copper fundamentals are good, and because the global economy to the better, copper demand will continue to grow, while the supply growth is slightly less than demand, supply gap to expand the formation of strong support for copper prices.

Aluminum: supply side reform is expected to continue to push up aluminum prices

According to the International Aluminum Association (IAI) data, global electrolytic aluminum production in 2016 58.87 million tons, consumption of 59.6 million tons, the shortage of 730,000 tons; China’s electrolytic aluminum production 32.5 million tons, consumption of 32.7 million tons, shortage of 200,000 tons.

Global aluminum prices in 2005 experienced a sharp decline, resulting in lower than the cost of aluminum cash costs, in December 2015 14 domestic key electrolytic aluminum companies announced that production and commitment to no longer restart has shut down production capacity. Due to the high cost of restarting the electrolytic aluminum, the combined production reduces the short-term supply of electrolytic aluminum to a substantial reduction. China’s decline in production makes the domestic supply and demand changes, 2016 domestic aluminum prices rebounded, the highest spot aluminum prices rose to 15,580 yuan / ton, the largest rebound rate of 58%.

As the electrolytic aluminum enterprises to improve profitability, since 2016, the Chinese market supply of aluminum slightly more than the demand for the month, while the world except for China outside the region, it is the majority of the situation in short supply of aluminum. On the other hand, once the domestic supply side of the reform and environmental protection and limited production in place, the supply shortage is expected to lead to the shortage of aluminum, the supply of aluminum on the one hand, The price of further rise.

Lead and zinc: supply and demand gap remains

The latest data released by the International Lead and Zinc Research Group (ILZSG) in April 2017 predicted that global zinc production in 2017 was about 13.7 million tonnes, up 9.8 percent from the previous year; refined zinc production was about 14.08 million tonnes An increase of 6.5%, refined zinc production growth is lower than the mineral zinc 3 percentage points. ILZSG expects global refined zinc demand to be 14.3 million tonnes in 2017, with a shortage of 226,000 tonnes, which remains short for two consecutive years, but is lower than the 2016 shortage.

Unlike zinc, lead production increased from 2016 to 2017. According to ILZSG forecast, global lead production in 2017 is about 4.92 million tons, up 3.6% over the previous year; refined lead production is about 11.391 million tons, up 1.4% over the previous year; global refined lead demand is about 11.339 million tons, supply and demand Basic balance.

Experienced a sharp rise in the year 2016, the first half of 2017 lead and zinc prices continue to maintain the shock rose. Due to lead and zinc concentrate processing fees continued low, mining enterprises considerable profits, in March the mining enterprises have accelerated the release of production capacity, the first quarter of 2017 lead and zinc concentrate production increased slightly. According to statistics, 2017 foreign zinc concentrate production capacity is expected to 40 million -60 million tons, but the current can not be expected to recover in the first half of the zinc mine, the global concentrate supply is still tight. Therefore, the short term, the supply is still a gap, but with the high price of the operation, lead and zinc enterprises to increase profits, there may be resumption of production, supply shortage situation will gradually ease.

Tin: a slight increase in supply and demand, the price to stabilize the main

According to the International Tin Association (ITRI) statistics, 2016 global refined tin production of 3,413,000 tons, consumption of 3.522 million tons. The Malaysian Smelting Company (MSC) estimates that global refined tin production in 2017 is 3.497 million tonnes, with consumption of 3.551 million tonnes and a shortage of about 5,000 tonnes, which is less than the 2016 shortage. As the tin price is currently high, the mine is profitable, so the possibility of further reductions in the mine is small, and with the rebound in tin prices, the supply of recycled tin will also increase, on the whole, the supply of tin in 2017 more than 2016 years.

Demand, China’s demand for tin accounted for the world’s leading position. In addition to the needs of other countries outside China remained at the current level, the global demand for tin growth is mainly in China. ITRI ​​expects China’s tin consumption to grow by 12,000 tonnes by 2020, 1.6% compound growth and low growth rate. MSC estimates that global refined tin consumption growth is around 1% in 2017, with limited growth. Despite the limited growth and demand growth or less than the growth rate of production, but in 2017 the global refined tin is still a shortage, the price will be some support, but tin prices still need to get further release of demand.

Nickel: economic recovery to expand supply and demand gap

Since 2011, electrolytic nickel has experienced a five-year excess supply, nickel prices also continued to fall in 2016, the global nickel market into a stage shortfall, the first quarter of 2017, the supply and demand gap continued to expand, on the one hand, nickel ore supply reduction And the contraction of smelting production, on the other hand is the increase in demand. Short-term may be due to domestic steel industry environmental protection and other factors lead to decline in demand, in the long term, benefit from China’s all the way along the policy and the global economic recovery, nickel demand will be with the steel industry demand will also be improved Synchronous growth, so the nickel price is still room for recovery.

In summary, due to the global economy continues to good momentum, the developed economies show growth momentum, domestic and foreign markets, non-ferrous metal supply and demand gap is still expected in the second half of the overall price of non-ferrous metals will show a strong trend.

Due to the gap between the pesticide formulations, Chinese manufacturers mainly export pesticide technology in the international market. The problem is that Chinese industry has long been in the eyes of thorns, it will reduce the motivation of technical formula and slow down the development of positive. According to the sources, the government is working to study higher tax proposals for pesticide formulations, which will lead to a large number of exports, and in the international market, China has better competitiveness, new investment and technological innovation.

As early as November 2016, the Chinese government disclosed that it would increase the export tax rebate of more than 400 goods. The idea of ​​this step is that this is an improvement in the international market for Chinese exporters. However, pesticide formulations are not included and continue to make them lag behind the vendor’s preference for pesticide technology.

Traditionally, China is seen as a low-value pesticide exporting country. Increased value of pesticide formulations in the international market is rare. However, in the production of a huge increase in pesticide formulations of Chinese manufacturers will change the situation. A major reason for Chinese manufacturers to stick to pesticide technology is higher export tax rebates.

In fact, many foreign manufacturers are using pesticide technology to higher tax rebates to negotiate low prices, cheap products into the higher value of the formulation and sale to the Chinese market. This situation has been depressed by Chinese manufacturers, resulting in high tax rebates in recent years.

Now, in mid-April 2017, the China Crop Protection Industry Association has finally released these departments and departments are actively committed to increasing the export tax rebate for pesticide formulations.

For China’s pesticide industry, the higher development of export tax rebates may increase exports and strengthen the position in the international market. In addition, domestic manufacturers are increasingly active in handling their pesticide technology, hoping to make it a value-added formula to improve China’s industry. Manufacturers can expect higher profits and ensure a healthy and beneficial development. In addition, overseas companies may consider relocating the relocation of the factory to China to obtain tax rebate benefits.

According to the CCM study, the export tax rebate for pesticide technology increased last year in December 2014, from 9% to 13%. However, the formula continues to maintain the previous 5%.

Long-term export tax rebate pesticide and the imbalance between the original drug has become a boost pesticide enterprises, improve the international market competitiveness of a major obstacle.

More importantly, 2016 witnessed a difficult period for China’s pesticide exports, whose value and amount were reduced, according to market intelligence firm CCM. Compared with 2015, the country’s export value of 5.6 billion US dollars, down about 23%. Exports of 137,200 tons, a decrease of about 9%.

Since the beginning of 2015, China’s pesticide export and export value has been declining, which can be explained by factors such as the high inventory of traders in many countries, mainly due to the persistence of agricultural prices, higher dollar, and dramatic changes in weather

The total production of pesticides was 3.74 million tons by 2015, totaling 1.51 million tons (about 40% of total output), down 8.06% year on year, while exports fell by 16.87% to $ 728 million. At the same time, imports fell by 14.20% to 57,600 tonnes, down 8.90% from the $ 678 million import value.

Recently, the northern region 90 chlorinated slag price of 6100-6300 yuan / ton, less months down 200 yuan / ton, and the price of the callback is also a long omen. In June, China’s titanium ore prices have been down, downstream buyers hope that the price of titanium slag has also been adjusted. But because of titanium slag production costs did not decrease, the price adjustment is minimal, but the symbolic price cuts.

At present, domestic titanium prices have declined, ranging from 200 yuan to 500 yuan / ton range, but the titanium slag industry titanium alloy price reduction is relatively small. Coupled with the recent cost of titanium slag accessories rose sharply. Among them, the electrode price from 11,000 yuan / ton to 26,000 yuan / ton, reducing agent prices from 1,000 yuan / ton to 1,400 yuan / ton. Roughly calculated down, titanium raw material costs reduced by about 400 yuan / ton, but the cost of accessories rose more than 500 yuan / ton. Therefore, the cost of titanium slag not only did not decline but a slight increase.