Heating season and other environmental protection strong wind hit, so that steel, chemicals, cement, electrolytic aluminum and other industries have been severely tortured. The industry believes that the end of the steel market will be a turbulent, the price or continue to push up. And the production of cement or peak production will lead to negative growth in 2017, while the chemical industry showed polarization trend, fragmented small chemical plants, small number of small enterprises will be the focus of environmental protection, these enterprises eliminated, from Long-term look at the whole industry is good.
| Gamma-PGA (gamma polyglutamic acid) |
Since the 18th century, the reform of ecological civilization system has been placed in a prominent position to deepen the reform work. In September 2015, the CPC Central Committee and the State Council issued the “ecological civilization system reform overall program”, “1 + N” form of the top system design began. Since then, the Central Committee of the Central Committee of the reorganization of the proposed consideration of a series of ecological civilization reform policy supporting documents. This year, “Beijing-Tianjin-Hebei and the surrounding areas in 2017 air pollution prevention and control program” and other environmental protection policies are introduced, while the central environmental protection supervision to achieve 31 provinces and autonomous regions to cover, to promote the settlement of a large number of outstanding environmental issues
Under this place, the place also moved up. Steel City, Hebei Province, Baoding, Langfang, Zhangjiakou will create a “steel-free city”, Zhangjiakou basically “no mine”, Zhangjiakou, Langfang, Baoding, Hengshui strive to achieve “no coke City.” “A number of environmental protection policies superimposed, steel production enterprises in the remaining.” Jinlian create a metal industry editor easy to “economic reference” reporter said.
| Manganese Sulfate |
However, environmental strong wind is still behind. According to the “Beijing-Tianjin-Hebei and the surrounding areas in 2017 air pollution prevention and control work program”, “2 +26″ urban industrial enterprises heating season peak production. Cement, casting industry, a comprehensive peak peak production, in addition to bear the livelihood of the task, the heating season all the peak production. From September 15 onwards, the Ministry of Environmental Protection on the autumn and winter Beijing-Tianjin-Hebei and its surrounding areas to start the air inspection, the inspection is aimed at “2 +26″ urban autumn and winter air pollution control enterprises and government.
Easy to think that the end of the steel market will be a turbulent, the price or continue to push up. To rebar prices, for example, the latter will still have 200-300 yuan / ton of upside. But need to be cautious chase up.
Hai Tong Securities analyst Jiang Chao said that in 2016 28 cities accounted for 1/5 of the country, and 2017 in July before the national cement production increased by only 0.3% year on year, so the peak production or production will lead to negative growth in 2017.
From the chemical industry point of view, Jin Lianchuang energy and chemical industry editor-in-chief Wang Zhenxian said that the current chemical industry in China showed polarization trend. The main production of large chemical products concentrated in the three barrels of oil and refining and other large private enterprises in the hands of this part of the enterprise supporting environmental protection measures generally more perfect, due to the impact of local economy, social impact, environmental supervision has limited impact. On the other hand is a small number of small factories and small enterprises a large number of long-term lack of supervision, this part of the enterprise will be the focus of environmental protection. Environmental supervision on the chemical industry is a long positive to the good, the policy threshold can be part of the relatively inefficient small business out.
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