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?

The 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 industry, at least 5 companies have listed intention. In 2016, after more than a dozen rounds of prices after the incident, why titanium dioxide enterprises to the market?

The supply side reforms to promote industry restructuring

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”.

At the end of November OPEC meeting for the first time production agreement for 8 years, and then boosted the price of crude oil, crude oil and WTI Brent heard rose, which exceeded WTI crude 40-50 dollars / barrel shock interval, and stand 50 points, then boost domestic chemicals market.

Affected by rain and snow in winter, the seasonal increase in freight, freight from the northwest to Shandong area October 150-170 yuan / ton up to the recent 300-370 yuan / ton, or nearly 100%. in the east end demand determines the market, freight market will squeeze northwest prices, in this premise for the western market push up, A+B=C mode, A and B rose by a factor of two with the C value rose more obvious, then caused the current East and west market linkage rose form.

The combination of the above mentioned, a strong return the methanol kings and supply reduction, demand is expected to increase the fundamentals based, coupled with the recent commodity linked high, capital market ushered in the year of the expected hype, prices rose.

From the latter part of the market, the higher volatility trend or will continue futures contract long MA1705 configuration will be continued to dips into the operation. But during the Spring Festival market transaction risk prevention.

Since October, due to the Middle East, Southeast Asia and the Americas have methanol device parking, the international methanol supply remained low, so the CFR Chinese price soared to US $285-295 / ton, coupled with the pre devaluation of the RMB exchange rate, in A*B=C mode, the C is enlarged, the domestic imports of high cost.

Although the United States and Southeast Asia in December for recovery, but the overall because near the end of the year, some areas about quantity has been completed, so the December imports still maintain a relatively tense situation, and then makes imports to maintain Jan Huojin price trend.

Positive factor three: strong demand for olefins

At the end of November Shaanxi Pucheng new energy production of methanol, Shenhua Yulin olefin plant restart, on the market form the demand side support, the main producing areas of Northwest shipping center rise again.

At the same time, along with the Jiangsu Shenghong MTO, Changzhou food industry EIA through the port of two sets of olefin plant production is expected to more strongly, and the market rumors, Changzhou flight with an annual output of 330 thousand tons production device plan years ago, the market for a time the sale of goods in short supply, selling cover goods sold in high spirits “.

Four favorable factors: macro, external factors

now we look back the prices for many reasons, but it is still good fundamentals, namely the contradiction between supply and demand conversion, reducing the supply, due to increased demand, then in futures, funds and speculation factors under magnification, formed from the 2000 yuan / ton below, wantonly shot up to 2900-3000 yuan / ton.

A reduction in the supply of favorable factors: Mainland

In recent years, due to environmental problems have become increasingly prominent, the domestic part of coal, steel and chemical companies began to see the day when the day started, haze struck, air quality burst table, the northern part of the enterprise will bear the brunt of the affected.

Since the end of November, due to the cold air receded, air flow becomes worse, North once again usher in severe haze weather, affected by this, North China, central China and other places of steel and chemical enterprises to open a limited production road, and for the methanol industry, involving enterprises covering Shanxi area 1 million tons / year production capacity of 1 million 300 thousand tons / year plant, Henan and Hebei area an annual output of 1 million 500 thousand tons of equipment, equipment or the half load or parking appeals.

At the same time, this week in Northwest Shaanxi Shenmu an annual output of 400 thousand tons of equipment, Shaanxi Excelle Yulin with an annual output of 600 thousand tons of coal methanol device is also temporary parking, but also because the stock is limited and Guanzhong Enterprises Limited shipments. Under this influence, as the main producing areas of northwest, North and Henan area reduced significantly, and the effect of the enterprises including Baotou, Shenhua Shenhua Yulin, Yulin coal and Henan Zhongyuan ethylene and other sets of olefin plant, but also includes the traditional downstream procurement in North and central China and Shandong region.

Two: the high cost of outer positive factors

He also said that in addition to pesticides as agricultural means of production and relief supplies, is also widely used in forestry, animal husbandry, fishery, health and epidemic prevention, industry, transportation, communication, construction and other sectors of the national economy, the development of pesticide industry to expand the space. According to statistics, in 2015 global sales of agricultural non pesticide market is about $6 billion 346 million, the main varieties of glyphosate, imidacloprid, thiamethoxam, tebuconazole, azoxystrobin, chlorpyrifos, mancozeb, pyraclostrobin, acetochlor, non agricultural market consumption accounted for a growing market share.

“Strive to the end of 2020, Shandong Province, pesticides and pesticide intermediate productivity control in about 350 thousand tons, the sales income of 24 billion yuan, profits of 3 billion yuan, of which the environment friendly pesticide production reached more than 70%.” Yue Wensheng said.

To speed up the adjustment of the good opportunities and challenges, Shandong province pesticide industry opened a way, to speed up the supply side structural reform, accelerate structural adjustment and environmental friendly development, promote the steady and rapid and healthy development of the pesticide industry, to meet the demands of agricultural production, food security and enhance the protection capacity. “To guide pesticide enterprises in the implementation of innovation driven, optimize the product structure.” Yue Wensheng said.

According to reports, Shandong province pesticide industry will be fully combined with universities, research institutes, to carry out collaborative research with innovation, encourage the development and application of clean production process of methylene by acetochlor and chlorpyrifos aqueous method technology, glufosinate new technology, synthesis of chiral orientation and three-dimensional structure of pesticide production technology, ethyl chloride synthesis technology etc., and new technology, new varieties of pesticides accelerate the pace of research, promote the transformation.

5, the provincial development and Reform Commission official website news, on the day before the provincial Price Bureau has formally forwarded the State Development and Reform Commission “on the fertilizer gas prices in the market-oriented reform of the notice”, the policy landing means Yunnan officially fully liberalized fertilizer gas prices, residents with gas prices have basically achieved the non dominant market.

Since 2013, the price of domestic natural gas market reform steadily, shale gas, coal-bed methane, coal gas, liquefied natural gas (LNG), as well as in addition to fertilizer companies with gas for the gas prices have been released for the user. In the reform process, taking into account the fertilizer market downturn and other factors, given a certain transition period of chemical fertilizer enterprises, fertilizer gas prices in 2013, 2014 young or not to mention, 2015 has not with other direct user prices. But in the actual work process, gas supply enterprises and fertilizer companies on the amount of fertilizer production, the proportion of disputes, is not conducive to the transformation and upgrading of chemical fertilizer enterprises, is not conducive to optimizing the allocation of natural gas resources.

The comprehensive liberalization of gas prices, which means that more than 80% of the total consumption of non residents with valve station prices are mainly determined by the enterprise independent consultation. Specific to the terminal market, the reporter also learned that the fertilizer gas prices will not lead to significant changes in the price of chemical fertilizers, and will not have a big impact on the fertilizer market.

“Fertilizer industry market has been a long time, enterprises are more concerned about the market, rather than cost.” Kunming city agricultural fertilizer company branch general manager Chen Hui said, compared to the cost of raw materials, affect the logistics cost of the terminal market is bigger, plus the chemical fertilizer industry is still in the overall oversupply, the short term will not have a significant impact on the terminal market.
In addition, the provincial Price Bureau, the national development and Reform Commission also issued the “on the clear storage facilities related price policy notice” clearly, the gas storage facilities operated by the enterprise service price according to the storage cost of service, the supply and demand of the market and clients negotiate.

on December 2nd, Panzhihua high tech Zone enterprises to Jinsha River V-Ti industrial wastewater, waste caused by environmental pollution, is CCTV financial channel “economic half-hour” column exposure.

In December 3rd by the party members of the provincial Environmental Protection Office LED inspection teams went to Panzhihua to urge the rectification.

In December 4th, a joint investigation team (the provincial Environmental Protection Office of Panzhihua municipal government and the enterprises in the park) one by one, to date, has been discontinued rectification enterprise 28, filing 30, issued the penalty decision 16, 5 cases transferred to public security organs, administrative detention of 2 people. The inspection team also asked Panzhihua city comprehensive combing the city’s environmental problems, to carry out a large investigation, major renovation, make feasible solutions and a clear time limit for rectification.

The supply of environmental events on titanium concentrate – titanium dioxide industry chain end a great impact, in the current round of titanium dioxide cycle under the background of industry supply and demand pattern is expected to be further improved.

From the time point of view, remediation efforts quickly remarkable.

It is understood that the methanol futures trading limit removed, last week, two sets of new coastal olefin plant year started again the news to stimulate the stock market, the overall demand is expected to a new level. In addition, port stocks last week continued to decline, resulting in market circulation can reduce the supply, the market has been in short supply.

Data show that the port region in the near future to continue to reduce inventory, including East China stocks fell to 385 thousand tons, down 8 thousand tons. At the same time, with the advance of time, port two sets of olefin business operation time further approaching.

A substantial increase in demand is expected, with futures, capital strength, domestic and foreign supply is relatively limited to enlarge, the methanol futures rose sharply on Monday.

“According to the contract, after the main contract since last week to shift positions to obtain funds in May, pro lai. Masukura up yesterday.” Everbright futures analyst Zhong Meiyan believes that on the one hand, methanol is stronger fundamentals, the contradiction between supply and demand has not improved as expected stock funds, leveraging the medium-term demand is expected to sit. In addition, the overall price evaluation system reconstruction, shift the focus on price.

Specific to the supply and demand, supply abroad for various reasons recently has remained low, in December the foreign supply of only 750 thousand tons in the domestic supply by the end device; East China gas head device maintenance and parking, there has been a structural shortage of supply, demand, there exist; olefin plant (in fact is expected to drive in addition, cars have begun stocking) this year because of real estate plate start well and other factors also play a role in underpinning the macro funds face; finally, people generally optimistic about the economic situation in the first half of next year, and next year the rebound in crude oil, thisobjectively far month the first limit has created certain conditions.

In the industry view, although the fundamentals of the methanol market is strong, 2600 yuan / ton high stage after the break, methanol futures short period or in high rangebound. But after new year’s Day approaching, the northern region of the methanol downstream into the traditional off-season, supply recovery will face shrinking demand, then the market trend is still need to be further discussed.

Behind, northwest reduced supply in a large-scale regional production is also ongoing. Since mid November, a field known as the strongest in the history of the “environmental protection” is sweeping across the north, Shanxi, Hebei and other regions.

It is understood that this time because of environmental factors lead to the limiting storm relates to North China and Henan and the Beijing Tianjin Tangshan area. As everyone knows, in recent years China’s haze weather makes the environmental problem has become an important problem related to people’s livelihood, and the end of November and early December nationwide haze, making a large number of Hebei, and Shandong, Henan, Shanxi coal chemical industry, iron and steel, building materials enterprises were included in the list of enterprises to stop production, limited production.

On the methanol market, only Hebei, Shanxi and Henan provinces, involving methanol production capacity of 3 million tons / year, accounting for 5% of the total domestic production capacity. The direct production of more than 1 million tons / year, the load is reduced to 7 following the nearly 2 million tons / year.

“Although in methanol Enterprises Limited production at the same time, also for methanol downstream enterprises synchronous limited production, but heavily dependent on external supply in Shandong area, the most seriously affected. Shanxi, Henan limited production, has a direct impact on the Shandong area outside Shandong area of methanol supply, demand, high prices.” JOYOU information analyst at Pengsen says.

High on the occasion of the majority of the market, Shandong, Jiangsu, northwest, and Zhejiang port surrounding areas cannot form the spread of goods supply to the eastern port, and not enough goods on the East China market, East China methanol stocks continued to decline, while the outer disk prices continued high, the devaluation of the RMB, the importers will is not strong, this under the background of East China, now go high synchronization also reasonable. In particular, Changzhou Fu Tak Jiangsu Shenghong two sets of test in the hope of olefin plant early next year, this is to supply goods shortage is expected to increase the market.

“Environmental protection production, this effect will continue, because the use of coal in winter season, seasonal environmental pressure, expected short-term internal pressure caused by the phenomenon of environmental protection enterprises underemployment will still continue.” Wang Pu said.

There are many factors with the limit

for methanol futures yesterday rose, Yongan futures researcher Zheng Lu also said in an interview, optimistic about this wave of rising prices. “From the perspective of supply and demand in the country, since the beginning of October, the overall domestic entered to inventory status, reflect this point in the East Southern China region and the port inventory is more obvious. This is likely to continue until the end of December.” Zheng Lu explained.

The methanol market is concerned, this winter is not too cold, pushing hands exactly behind what cards?

The spot behind Puzhang supply reduction

Futures Daily reporter got a copy of the data at the beginning of this month, the domestic methanol prices sharply higher, as of December 5th closing, northwest prices in 2260-2280 yuan / ton, rose sharply in November 30th compared with 210 yuan / ton, Shandong area price in 2550-2620 yuan / ton compared to November 30th rose 150 yuan / ton, east port market in 2640-2730 yuan / ton compared with November 30th, rose 140 yuan / ton, other parts of the country have different degrees higher.

Analyst Wang Pu also has the most direct experience in statistics in recent days in the northwest region last week due to production increment (olefin restart, part of the outer part of the parking lot olefin production type olefin procurement) which led to the Northwest market shipments smooth, part of the business week sale, and winter freight prices, North Shandong market delivery cost push the trading center of gravity, and the effect of market speculation traders, offer on top of 2650 yuan / ton, compared with last Friday rose 160 yuan / ton much.

Market participants without exception, will the recent stock rose due to methanol market continued tight supply.

In November, methanol to olefins supporting the methanol plant overhaul Shaanxi Yulin coal 1 million 800 thousand tons / year, the end of the month to extend the coal 1 million 800 thousand tons / year methanol plant load matching is not high, sharp outside the two sets of methanol to olefins production to support the price of methanol in the northwest, and earlier this month, Shenmu chemical 600 thousand tons / year, the sudden failure of Yu day 600 thousand tons / year methanol plant temporary parking, further exacerbated the supply situation in Northern Shaanxi area in the northwest, prices go higher, nationwide also formed a strong linkage of methanol.

Environmental protection in the large-scale production of overweight