July 6-7, by the China Chemical (601117) and the physical power industry association sponsored the “first lithium titanate battery industry chain symposium” opened in Wuxi, Jiangsu. According to the China Securities News, the total from the Chinese Academy of Sciences, Fudan University, Tianjin University, China Academy of Electric Power and other colleges and universities and scientific research institutions of experts and scholars, as well as Yinlong new energy, micro-macro power lithium batteries such as lithium enterprises in charge of a total of 300 I attended the seminar, seminars on the lithium titanate battery industry chain, material performance, system performance and market applications and other professional areas to explore and exchange.

June 2, the Ministry of Industry issued a “new energy vehicles to promote the use of recommended models directory” (the first batch of 2017), a total of 87 brands 309 models selected, compared with the third batch of 634 and the fourth batch of 453 models The number of passenger cars 29, accounting for 9.39%, passenger cars 189, accounting for 61.17%, 91 special vehicles, accounting for 29.44%. According to the technical route points, the fifth batch of new energy car directory contains a total of 264 pure electric vehicles, 42 hybrid models and 3 fuel cell models.

In all models, 87 models using three yuan lithium battery, are passenger cars and special vehicles; 162 models using lithium iron phosphate batteries, which use the bus has 145; 35 models using lithium manganese oxide battery, which The application of the bus has 29; another 12 models using lithium titanate batteries, are bus. Can be seen that the current use of more safety and stability of the lithium iron phosphate battery, passenger cars use more energy density is relatively high three yuan lithium battery. At the same time, according to statistics, 270 models using permanent magnet synchronous motor, accounting for 87.38%, only a few models using AC induction motor.

Zheshang Securities pointed out that this batch of models in the 12 models of passenger cars using lithium titanate batteries, accounting for 6.35% of the crowded passenger car models; and the third and fourth batch of promotional catalog, respectively, 19 and 6 bus models The use of lithium titanate batteries, respectively, when the batch directory bus models of 4.19% and 2.24%, showing the application of lithium titanate batteries in the bus has increased the proportion. Compared with the current widely used lithium iron phosphate battery, three yuan lithium battery, lithium titanate battery in the cycle life and fast charge performance advantages, the application of the appropriate scene (such as fixed line bus), you can properly avoid energy Low density of the shortcomings. Lithium titanate batteries are expected in the application of new energy vehicles will gradually expand.

According to Huai Xin information reported that in recent years, Zhuhai Yinlong, Xingneng Group and other lithium titanate battery manufacturers intensive expansion of high-end demand for titanium dioxide surge, causing titanium dioxide enterprises attention. Cobalt prices for the past six months due to the new energy vehicles ternary materials and sought after speculation by the capital, and with more and more industrial capital overweight lithium titanate batteries, high-end demand for titanium dioxide began to increase rapidly, is expected to reshape the development trend of titanium dioxide industry

The National Development and Reform Commission and the Ministry of Commerce have jointly issued the Catalog of Foreign Investment Industries (Revised 2017) (hereinafter referred to as the “Catalog”). Compared with the “Foreign Investment Industry Guidance Catalog (Revised 2015)”, it has been adjusted in terms of improving the level of service, manufacturing and mining. Among them, the mining industry focused on the abolition of unconventional oil and gas, precious metals, lithium and other areas of access restrictions.

“Catalog” to further reduce the restrictive measures of foreign investment, retain 63 (including restrictions on the entry 35, prohibit the entry 28), than the 2015 version of the “Catalog” 93 restrictive measures (including the incentive to have more than the requirements of the entry 19 Article 38 of the Restricted Article, Article 36 of the Prohibited Entries) has been reduced by 30. Mining industry, the abolition of the oil shale, oil sands, shale gas and other unconventional oil and gas exploration and development, precious metals (gold, silver, platinum group) exploration, mining, lithium mining, mineral processing, molybdenum, tin ), Antimony (including antimony oxide and antimony sulfide) and other rare metals smelting and other areas of foreign capital restrictions.

Another major change in the “Catalog” amendment was the adjustment of the structure and the explicit management of foreign investment access (negative list of foreign investment access). In accordance with the requirements of the reform of the negative list model, the 2017 edition of the “Catalog” will be part of the original encouragement of the shares than the required items, as well as restrictions, prohibited class integration as a negative list of foreign investment access, as a foreign investment before the entry of national treatment Negative inventory management model of the basic basis. In addition to negative lists, in principle, no restrictive measures for foreign capital entry, foreign investment projects and enterprises to implement the record management.

“Catalog” is an important industrial policy to guide foreign investment in China. Encourage foreign investment projects can enjoy preferential policies such as duty-free of imported equipment. Preferential supply of land to the encouraged foreign investment industrial projects for intensive land use can be carried out at a rate of not less than 70% of the national minimum price for industrial land transfer in determining the land transfer reserve price. Encouraged projects in the western region can enjoy preferential policies for corporate income tax in the western development.

“Catalog” will be released after about 30 days of the transition period, July 28, 2017 from the official implementation. After the approval or filing of foreign investment projects in accordance with the 2017 edition of the “Catalog” implementation, before the approval or filing of foreign investment projects in accordance with the 2015 edition of “directory” implementation

Pesticide industry after so many years of development, has been a lot of formal, many small and medium-sized lack of innovation ability of enterprises will be gradually mergers and reorganization or face the fate of the future pesticide industry will be greatly different from the present, then the future of pesticide industry consumption hot spots where?

To promote the construction of “all the way” is the current and future period of China’s most important strategy. “Along the way” along the majority of countries and regions, agriculture is still the most important part of the national economy, large demand for pesticides. Recently, the China Petroleum and Chemical Industry Association issued a “global opportunity for China’s chemical industry,” the report for the Chinese pesticide companies through international mergers and acquisitions to achieve international decision-making reference.

The report shows that in 2016 the global agrochemical market (herbicide, fungicide, pesticide and other crop chemicals) is about $ 54 billion in total size and is expected to grow to $ 64 billion by 2020. Among them, herbicides in the 2016 market share accounted for 43%, pesticides and fungicides accounted for 28% and 26%. It is predicted that by 2020, the annual compound growth rate of pesticides and fungicides will reach 3.8% and 5.3% respectively, and the annual growth rate of herbicide compound is about 4.4%.

The long-term growth drivers of the agrochemical market include population growth, rising consumption expenditure and restrictions on available arable land until large-scale use of new agricultural growth patterns such as genetically modified seeds, automatic harvesting robots, and so on. In the short and medium term, weather and agricultural income also affect the demand for agrochemicals and drive their cyclicality.

Unlike other chemical industries, agrochemicals are not dominated by demand in Asia, and the largest demand market is Latin America. Latin America’s market capacity is expected to reach $ 18.1 billion by 2020, followed by the Asian market ($ 17.8 billion), the European market ($ 15.6 billion), the North American Free Trade Area ($ 10.4 billion) and the Middle East and Africa $ 2.6 billion). In terms of growth rates, Latin America is expected to lead at an average annual growth rate of 6.5 per cent in 2016-2020, followed by the Asian region (5 per cent), the Middle East and Africa (4.5 per cent), the European region (3.4 per cent) And the North American Free Trade Area (2.0%).

The agrochemical industry has higher profit margins but is cyclical. The high profit margins of the original drug producers are mainly due to the entry threshold, namely, innovation and R & D and related costs (for the development of new, less toxic and efficient products), patent retention and regulatory review. The market is led by large agricultural companies such as Syngenta, Bayer, BASF, DuPont, Monsanto and Dow. Is now experiencing a global wave of integration, announced the transaction, including China Chemical and Syngenta, Bayer and Monsanto, Dow DuPont merger and follow-up agricultural spin-off. For the original drug and generics manufacturers, strong product development, registration and marketing capabilities are the key to maintaining profit margins. The cost of raw materials is not the main profit factor of the original drug manufacturer, but it is a key value driver for generics manufacturers.

Due to the high growth rate in the agrochemical sector (expected annual compound growth rate of 4.5%), especially in Latin America, Asia and North America, with high growth rates and huge consumer markets, the higher entry threshold makes M & The preferred investment in the process of globalization. Traditionally, countries that are attractive to global investors include the United States, Canada, Brazil, Mexico, India and Poland.

With global supply tightening, demand for titanium dioxide may continue to rise. Asia is seen as a major growth factor, especially in countries where living standards are increasing, and demand for coatings and packaging products has increased. However, the rise in prices of titanium dioxide (TiO2) in China is weakening the competitiveness, which provides an opportunity for exporters to invest in the Asian market.

China’s titanium dioxide (TiO2) market rebounded strongly in 2016, China’s titanium dioxide market prices in 2015 at a low price, and in 2016 to achieve a huge price increase, enhance China’s titanium dioxide manufacturing enterprises financial performance. 2016 foreign market demand for titanium dioxide (TiO2) increased by 17%, but also to promote the Chinese manufacturers to increase exports.

Global demand for titanium dioxide market, other parts of Asia such as India, South Asia and the United States, Brazil and Mexico.

As the market demand for Tio2 weak next week led manufacturers to slow down the production rate, because the profit margins are low, 2016 global titanium dioxide supply tightening.

China as the most important supplier of titanium dioxide in Asia, as the Chinese government in 2016 to increase environmental supervision efforts to force manufacturers to limit and cut production to ensure that environmental protection, resulting in tight supply of domestic titanium dioxide. In addition, China’s titanium dioxide prices not only because of tight supply, higher raw material costs and increased transport costs also led to rising production costs.

According to market experts, global consumption of titanium dioxide will likely continue to grow until the end of this century, the growth of the Asian market will play a greater role.

The most important role expected in future growth will be large-scale manufacturers, who will be able to enjoy lower production costs as they are able to procure businesses in the upstream market. For example: the purchase of titanium concentrate in Panzhihua City Rui Erxin trade processing, which will ease the supply of titanium dioxide in China’s titanium and other raw materials supply tight supply.

Titanium dioxide industry believes that until 2018 early or mid-term price of titanium dioxide will continue to rise, due to the supply and demand of titanium dioxide to reach a level, to maintain a higher level, with the continuous improvement of living standards in Asian countries, like China’s paint and packaging The demand to promote the demand for titanium dioxide. As a result, Asia will become the most important market in the near future.

Due to the pre-order in the early season, the demand for titanium dioxide in the first quarter of 2017 remained stable. In addition, there are indications that the second quarter of the downstream industry such as paint, paint and plastic seasonal growth, which means that the supply situation is more stressful tension.

Chinese and Asian manufacturers are not the only participants in raising the price of titanium dioxide. In 2017 many large enterprises have announced price increases, and may continue to 2018 years. International large-scale titanium dioxide companies Huntsman, Koster and Como on March 1 have raised their prices. Some of China’s titanium dioxide producers, prices at the end of February have also been pulled up.