But since October this year methanol plant more maintenance, Jiangsu Hengsheng 300 thousand tons, 400 thousand tons, Guodian Shaanxi Shenmu Yinglite 500 thousand tons of methanol plant has parking; another part of low load operation. Device maintenance, low load operation led to tight supply.

On the demand side, an improvement in downstream demand. China’s methanol 10 year apparent consumption was 42 million 643 thousand and 900 tons, an increase of 14.9%. In October China’s methanol production increased 6.9%; apparent consumption grew by 7.5%. An improvement in downstream demand.

Orient Securities Zhao Chen believes that the biggest gap between supply and demand, rising the fastest time is now. But the chemicals rising trend has not ended, the final price will be the most marginal cost line capacity to repair when the balance of supply and demand.

Recommendations concern also at the bottom of the urea industry, with the cost of support, high industry boom can be maintained until next year or the PVC industry , to maintain a moderate recovery of soda industry, and related listed companies.

In the Wall Street informative “2017 global best investment opportunities” annual summit, gf securities Chief macroeconomic analyst Guo Lei said that commodity investments actually change with the entire demand correlation is very high.

Futures market speculation: players will fry God

Methanol futures bullish MA1701 topped 3070 yuan / ton.

At present, most parts of the country due to the early demand caused by the rise of methanol has been completed, some areas have begun callback. But the East China market at full speed up.

In the view of futures daily increase in neither the actual demand, and the peripheral arbitrage all open cases, because methanol paper market exists, provides convenience for duanchao.

But with the Bikong intensifies, market has become a gambler’s playground. The lack of supervision of the paper market, the cost of default is low, there is a lever.

This week the price of potassium chloride market consolidation, the potassium chloride market mainstream offer price at 1930 yuan / ton, and 1930 yuan / ton compared to earlier in the week by 0.16%.

quotations analysis

Product: this week the potassium chloride market to maintain a high level consolidation, the market supply tight but the overall turnover is slow, small. Domestic K, Qinghai shipping problems has not been improved, 60% potassium chloride for the Saline Lake station price at 1920 yuan / ton, Qinghai factory 57% powdery potassium chloride foreign sales agents offer in 1700 yuan / ton. The port supply increased, but large dealers still control the supply, 62% Russian White potash prices in 2030-2050 yuan / ton, the Russian Red quotation at 1880-1920 yuan / ton.

Downstream industry chain: compound fertilizer affected by environmental inspection group, the overall operating rate remained at about 5.5 into the factory, purchasing power shortage, coupled with the terminal market hit by fertilizer Co., so the overall turnover is slow, small.

Industry: the international market as a whole is stable, the market slowdown. Among them, Brazil, Southeast of potassium chloride CIF price steady, respectively 230-240 dollars / ton, $230-260 / ton, the Russian Federal potassium chloride FOB price for the previous week at $189-244 / ton, Canada, Israel and Jordan KCl offshore prices held steady over the previous week, respectively 197-232 dollars / ton, $201-244 / ton 218-243 dollars / ton.

Market forecast

The winter is steadily, the market bullish positive atmosphere. The spot to supply resulting in floor control of large dealers, and transportation. The above price is expected next week for consolidation of potassium chloride.

ZJ0712, fluorine ether amide, fluconazole bacteria activated ester, flumorph, SYP-Z048, SYP-1620, ZJ0712, enestroburin, clove, azoxystrobin Shenqinmycin, thiodiazole copper, JS399-19, dufulin, nalidixic bacterium ester, thiazole zinc chloride, Pyraoxystrobin, paichongding, epoxy worms and ceftazidime, hnpc-a2005, chlorofluorinated kresoxim, Pyrimorph, Pyrametostrobin, methyl thiadiazole induced amine, fluorine mites ester, cyclohexyl amine, methyl benzene thiazide bacteria bacteria ester and two cloxazolam spirit, JS 9117, SYP-12194 SIOC0426, ZJ1835, H-0909, HNPC-A9092, HNPC-A8169, UWL-2004-L-13, etc..

Preparation of innovation is mainly reflected in 3 aspects: one is a new dosage form, to reduce or eliminate the organic solvent with water as high new dosage form of matrix or solid, such as aqueous emulsion, microemulsion, aqueous suspension, main agent, microcapsule dynamic and efficient seed; two is the mixture, the different mechanism different, the scope of control, effective components, different ways of scientific collocation, processed into preparation, can greatly improve the efficacy, reduce toxicity and delay the resistance, reduce the cost of prevention; three is the new use and use method, test and expand the pesticide registration in the prevention of new crops and new objects and new use method, old mining the product potential, expand the scope of application of pesticide.

Chinese is the production of the world’s largest number of national pesticide. Not only meet the domestic use of pesticides in China, and half of the total output of pesticide in China for export, so Chinese is worthy of the name of pesticide export country, currently China pesticide exports to more than and 180 countries and regions in the world. Since 2011, the optimization of China’s pesticide and preparation proportion of export structure is more and more obvious, now exports more than 60% preparations accounted for the largest, followed by herbicide, insecticide and fungicide, non patented bulk products, more than 400 varieties, more than 10 products exports in 2015 the amount of $100 million for glyphosate, paraquat, imidacloprid, clethldim, chlorpyrifos, atrazine, dicamba, abamectin, sulfentrazone, chlorothalonil. In 2015, China’s pesticide export total quantity of 1 million 509 thousand tons, the amount of $7 billion 280 million, accounted for the total import and export quantity and the total amount of 96.3% and 91.5%.

In our country every year to import large quantities of imported pesticides to pesticide, fungicide formulations, mostly involving more than and 200 varieties of effective components, the amount of imports before ten varieties of chlorantraniliprole, five fluorosulfonyl grass amine, glyphosate, mancozeb, thiamethoxam, Difenoconazole, azoxystrobin and tebuconazole and Metalaxyl-M, trifloxystrobin. In 2015 the total number of China’s pesticide imported pesticides was 58 thousand tons, the total amount of imports of $680 million, of which the pesticide export volume of 1 million 509 thousand tons, the amount of $7 billion 280 million, accounted for the total import and export quantity and the total amount of 3.7% and 9.5%.

According to the national 31 provinces (autonomous regions and municipalities) plant protection station (excluding Tibet) statistics, in 2015 China’s use of agricultural products 926 thousand and 400 tons (commodities), 100% of the amount of 300 thousand tons, of which 1.45%. less than the previous year, 108 thousand and 900 tons of pesticides, 7.92% less than the previous year, accounting for 36.30% of the total pesticide; sterilization agent 80 thousand tons, an increase of 0.07% over last year, accounting for 26.67% of the total herbicide pesticide; 107 thousand and 200 tons, an increase of 4.76% over last year, accounting for 35.74% of the total pesticide; plant growth regulator 3845.17 tons, an increase of 1.32% over last year, accounting for 1.28% of the total pesticide; rodenticide 47.89 tons, 27.30% less than the previous year, accounting for 0.02%. of the total pesticide

At present, China’s nearly 500 pesticide production enterprises, with more than and 600 varieties of technical production capacity, annual production of more than and 300 original varieties, according to the National Bureau of statistics 100% TC annual output exceeded 2 million tons, has become the world’s largest pesticide production. But China’s pesticide enterprises in the existence of a large number, small scale, low level, industry concentration is not high. The industry’s top ten enterprises accounted for the proportion of the country’s total output of only 19.5% of the top 20 enterprises production accounted for the proportion of total national output is only 30.8% in the world; the pesticide industry although the yield, but overall sales in the world’s agricultural sales has accounted for only 7% to 9%, but not strong body puffiness.

In recent years, pesticide production decreased year by year, according to the Chinese Pesticide Industry Association statistics, in 2015 China’s total pesticide production (100% amount) 1 million 328 thousand tons, 11.17% less than the previous year, of which 303 thousand tons of pesticides, 13.92% less than the previous year; bactericide 169 thousand tons, 0.59% less than the previous year; herbicide 827 thousand tons, 11.12% less than the previous year; other pesticide 29 thousand tons, 46.30% less than the previous year, a pesticide production for 4 consecutive year low.

Original, in the domestic production of pesticide enterprises are mostly multinational patent imitation products, the creation of lack of independent intellectual property, not many varieties of insufficient number of 10%. structure innovation, maternal innovation their creation, many of the existing products of group modification.

Recently, the Commission approved 13 companies starting applications (IPO), Shandong dawn polymer materials Limited by Share Ltd (hereinafter referred to as: Dawn Tech) in which. Hi tech and dawn dawn titanium industry brothers, dawn Group membership. The dawn listed tech news, industry speculation dawn titanium industry will follow? 2016 is titanium dioxide harvest, titanium dioxide enterprises after a year long rally, already earned pours. In the face of great danger, titanium dioxide market trend, some enterprises have been listed for doing in the dark. It is understood that the current domestic titanium dioxide companies, at least 5 have been listed intentions. 2016, after more than a dozen rounds of price hikes, the titanium dioxide enterprises why should grab the listing?

Supply side reform to promote the restructuring of the industry
In fact, following the billions (002601), (002136), Gimpo titanium (000545), such as titanium dioxide enterprises listed companies listed on the news in recent years, preparation of titanium dioxide industry has never stopped. If there has been a leading Sichuan Lomon titanium dioxide industry, Shandong Dongjia has twice the impact of IPO failure experience. Sichuan longmang was eventually called the acquisition of billions, the titanium dioxide industry “tunxiang”.
Titanium dioxide industry mergers and acquisitions, resource integration is just in line with the supply side of the strategic thinking of reform. General secretary Xi Jinping recently held a meeting of the central financial leadership team, once again stressed that the supply side reform should be at the same time to moderate the expansion of total demand, to capacity, to inventory, reduce ineffective supply. Premier Li Keqiang held a meeting of the State Council, to discuss the specific issues to capacity. Titanium dioxide chemical industry as a key area of supply side reforms, will usher in the quality and efficiency of the opportunity. In addition, according to the opinions of the pollution control of titanium dioxide, will further accelerate the integration of production capacity. Domestic titanium dioxide annual production capacity of over 100 thousand tons of enterprises is only about 10, while less than 50 thousand tons of enterprises, total production capacity of nearly 500 thousand tons, if the part of the production capacity was eliminated, the industry will reduce the total capacity of about 20%. This means that the future of the titanium dioxide industry, who is more powerful who has the right to say, who is more able to dominate the market.