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.

“Synthetic resin special new efficient flame retardant technology development” project start will be held successfully, the project is one of the 3 project is a national key development program “key technology to enhance the basic materials with special focus on the” industrialization “of synthetic resin with high performance and key technology of the processing of key tasks. Project lead unit of the relevant leaders of Beijing Institute of Technology, the project leader, the project leader and representatives of the participating units, project consulting experts, the Ministry of science and technology center of high technology related personnel attended the meeting.

“Synthetic resin special new efficient flame retardant technology development” project aims to develop new bio based materials, silicone flame retardant; breakthrough phosphorus nitrogen flame retardant flame retardant and preparation and application of key technologies; the establishment of polyphosphazene and nano composite ammonium polyphosphate, green flame retardant and preparation demonstration device, to improve China’s synthetic resin the green flame retardant technology level and core competitiveness of industries.

27 increase in the number of Taiwan, Taiwan 85 years of decline; Canada rig count of 230, a 30 increase in the number of weeks, a 56 increase in taiwan. The United States oil rig 498 weeks, a 21 increase in the number of Taiwan, Taiwan 26 years of decline. EIA Brent is expected in 2016 the average price of crude oil 43 dollars / barrel, 2017 $52 / barrel; 2015 U.S. crude oil production averaged 9 million 400 thousand barrels / day, is expected in 2016 to 8 million 900 thousand barrels a day in 2017 to 8 million 800 thousand barrels / day. Cold production meeting, plus short-term enforcement is not falsifiable, expected short-term oil prices in 50-60 dollars / barrel fluctuations, the first quarter of next year fall risk, long-term upward shocks.

Basic chemical:

Titanium dioxide: because of environmental events is CCTV exposure, Panxi titanium factory prices rose sharply, last week domestic titanium dioxide again price 800-1000 yuan / ton, the rutile titanium dioxide factory price 14800-15500 yuan / ton, anatase 12200-13000 yuan / ton. The environmental impact of production capacity of about 360 thousand tons, accounting for 11%, further aggravated the tense inventory. The limited acceptance of the market in the off-season, downstream prices, manufacturers mainly perform pre orders. Environmental verification and raw material prices, the price of titanium dioxide is expected to continue to rise.

Urea: last week, urea prices bottomed rebound slightly, upstream coal prices have gradually cooling, but the supply is still tight. Last week, the wholesale price of urea factory price rose 0.7%, 0.7% at 1455, 1515 yuan / ton.

Ammonia ammonia: last week, the market price rebound, the cost of raw materials by pushing up this week, ammonia prices rose 1.3% at 2400 yuan / ton. Glyphosate glyphosate: this week the market prices strong rise, increase the upstream area of Hebei glycine supply gap, downstream overseas market overall wait-and-see, glyphosate prices rose 2.2% in the 23500 yuan / ton last week.

according to SWS chemical monitoring of 90 kinds of chemical products prices this week rose varieties accounted for 58% (53% week), flat (24% last week) accounted for 25%, accounted for 17% (down 23% last week), some of the chemicals rose, the overall average increase of about 3.07%. Or the top five respectively adipic acid (+19.4%), benzene (+15.7%), methanol (+15.4%), Southeast Asia (+14.3%) benzene and ethylene glycol (+14.3%), the decline in the top five products are propylene oxide (-6.5%), PVC (-4.0%), acetylene pure MDI market price (-2.1%), PVC paste resin (-2.0%), acrylonitrile (-1.9%).

The price of this week: glyphosate – glycine spreads to expand the chain of 0.6% carbon black – coal tar, MDI- aniline, calcium carbide, acetylene PVC- TDI- toluene price difference chain difference decreased 20%, 5.2%, 4.7%, 2.6%.

On Friday week Brent and WTI crude oil futures fell 0.24% QoQ respectively 0.35% and 51.50, to close at 54.33 U.S. dollars / barrel; week average price is respectively 54.02 and 50.97 dollars / barrel, rose respectively 6.55% and 4.23%. The U.S. dollar index closed at 101.59 weeks, up and down +0.87%. In December 2nd the United States commercial inventories of crude oil 486 million barrels, less than a week before the 2 million 300 thousand barrels; gasoline inventories increased 3 million 400 thousand barrels of 229 million barrels a week; distillate inventories increased 2 million 500 thousand barrels of 157 million barrels a week; propane inventories fell 1 million 550 thousand barrels of 99 million 250 thousand barrels, week. The United States in December 2nd crude oil production of 8 million 697 thousand barrels a day, a week before the reduction of 2 thousand barrels / day, compared with a year ago to reduce the 467 thousand barrels / day. The United States in December 9th 624 weeks the number of rigs,