The strong wind of environmental protection, such as production restriction in heating season, severely tortured many industries such as steel, chemical industry, cement, electrolytic aluminum, etc. Industry insiders believe that the end of the year steel market will be another turmoil, prices or continue to push up. The staggered peak production of cement may lead to a negative growth in 2017, while the chemical industry presents a polarization trend. The scattered small chemical plants and small products enterprises will be the focus of environmental supervision. The elimination of these enterprises will be good for the whole industry in the long run.
Since the 18th National Congress of the Communist Party of China, the reform of ecological civilization system has been placed in the prominent position of comprehensively deepening the reform work. In September 2015, the CPC Central Committee and the State Council issued the overall plan for ecological civilization system reform, and the top-level system design in the form of “1 + n” was started. Since then, a series of supporting policy documents related to the reform of ecological civilization have been deliberated and adopted at the previous central restructuring conferences. Since this year, environmental protection policies such as the air pollution prevention and control program for Beijing, Tianjin, Hebei and surrounding areas in 2017 have been issued intensively. At the same time, the central environmental protection supervision and inspection has achieved full coverage of 31 provinces, autonomous regions and cities, and promoted the solution of a large number of outstanding environmental problems.
Under this, the place moved. Hebei Province, a big iron and steel Province, proposes that Baoding, Langfang and Zhangjiakou will create “steel free cities”, Zhangjiakou will basically realize “mining free cities”, and Zhangjiakou, Langfang, Baoding and Hengshui will strive to achieve “coke free cities”. “A number of environmental protection policies are superimposed, leaving few steel enterprises in production.” Jin Lianchuang, chief editor of metal industry, Yi Yi introduced to the reporter of economic reference newspaper.
However, the strong wind of environmental protection is still ahead. According to the work plan of air pollution prevention and control in Beijing, Tianjin, Hebei and surrounding areas in 2017, “2 + 26″ urban industrial enterprises have to stagger peak production in heating season. The cement and casting industry has a full range of staggered peak production, except for those who undertake the task of people’s livelihood, all peak shifting production in heating season. Since September 15, the Ministry of environmental protection has carried out atmospheric inspection on Beijing, Tianjin and Hebei and its surrounding areas in autumn and winter. This inspection is aimed at enterprises and governments participating in the air pollution control of “2 + 26″ cities in autumn and winter.
Yi Yi believes that at the end of the year, the steel market will be another turmoil, and the price may continue to push up. Take the rebar price as an example, there will still be 200-300 yuan / ton upward space in the later stage. But it needs to be cautious to pursue the rise.
Jiang Chao, an analyst at Haitong Securities, said that in 2016, the output of 28 cities accounted for 1 / 5 of the country’s, while the national cement output in the first seven months of 2017 only increased by 0.3% year-on-year, so staggered peak production may lead to negative growth in 2017.
From the perspective of the chemical industry, Wang Zhenxian, chief editor of jinlianchuang energy and chemical industry, said that at present, China’s chemical enterprises are showing a trend of polarization. The production of major bulk chemicals is concentrated in the hands of large private enterprises such as three barrels of oil and refining. The supporting environmental protection measures of these enterprises are generally relatively perfect. Due to the great impact on local economy and society, the impact of environmental supervision is limited. On the other hand, there are a large number of scattered small chemical plants and small products enterprises, which lack of supervision for a long time. These enterprises will be the focus of environmental supervision. Environmental supervision is positive for chemical enterprises for a long time. The policy threshold can eliminate some small enterprises with low efficiency.
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