Main points:
We believe that the investment strategy of the chemical industry is to invest in systematic innovation and low-cost expansion. The next industrial pattern of chemical industry depends on talent competition. After that, the chemical industry can only become a capital intensive industry instead of a capital intensive industry. With effective incentives, excellent management and continuous innovation, excellent companies have created unshakable advantages in technology iteration, low cost and efficient service, and have conquered cities and occupied land in the global market.
Phosphate fertilizer has maintained its high popularity, and its export has continued to improve
At present, it is in the stage of ending the fertilizer use in spring and promoting the fertilizer use in summer. The demand side supports well. Due to the sharp rise in the price of raw materials, the enterprise may continue to make up after the quotation, and the market is very good. This week (2022.4.222022.4.28), the mainstream price of primary ammonium was temporarily stable, the price in some regions followed the rise among regions, and the market fluctuated. The 55% powdery quotation of monoammonium phosphate in Hubei remained at 36503700 yuan / ton. The quotation of some enterprises was suspended or did not make external quotation. The enterprise owners issued advance orders, and the inventory was low. The supply in Hubei was relatively stable. The production in Yunnan and Inner Mongolia decreased due to the reduction and parking of some enterprises. In terms of raw materials, the sulfur spot market continues its upward momentum, constantly refreshing the historical high price level after 6000 yuan / ton in 2008, and the reference price of mainstream particles in the Yangtze River is about 3680 yuan / ton.
According to the latest data of the customs, the export volume of monoammonium phosphate in March 2022 was 101600 tons, an increase of 110.96% month on month compared with February. From the perspective of exporting countries, the main exporting countries are Australia, Argentina, Mexico and other countries; In terms of export provinces, the main export provinces are Yunnan, Guizhou and Sichuan; In terms of export mode, the main export mode is general trade. From January to march in 2022, monoammonium phosphate imported a total of 0.66 tons and exported 202300 tons.
The bioeconomy development plan of the 14th five year plan is expected to be released quickly
According to People.Cn Co.Ltd(603000) report, in order to promote the high-quality development of bioeconomy, Heilongjiang Province recently issued the "14th five year plan for bioeconomy development in Heilongjiang Province" and "several policies and measures for supporting the high-quality development of bioeconomy in Heilongjiang Province". It is pointed out that by 2025, the total scale of bioeconomy in Heilongjiang Province will reach more than 420 billion yuan, and the proportion of added value in regional GDP will increase to 10%. Previously, many places have issued relevant documents to actively develop the bioeconomy. In August 2021, the "14th five year plan for bioeconomy development in Yunnan Province" (Draft for comments) issued by Yunnan Province proposed that by 2025, bioeconomy will become an important growth pole for Yunnan's economic development. In September 2021, the "14th five year plan" for bioeconomy development in Sichuan Province issued by Sichuan Province proposed that by 2025, the bioeconomy scale of the province will exceed 1.5 trillion yuan, and by 2035, a bioeconomy highland with international competitiveness and regional driving force will be built. In November 2021, the general office of Hubei Provincial People's government issued the 14th five year plan for the development of biological industry in Hubei Province, which proposed that by 2025, the scale of biological core industries such as biomedicine, biological agriculture, biomedical engineering and biological service industry will double on the basis of the end of the 13th five year plan, and the total scale will exceed 650 billion yuan. In 2021, Nanjing issued the three-year action plan for bioeconomy development (20212023), which proposed that by 2023, bioeconomy will become a new economic growth point of the city, with an industrial scale of 400 billion yuan, and build it into a leading bioeconomy pioneer city in China. The national development and Reform Commission organized the first inter ministerial joint meeting on the implementation of 102 major projects in the 14th five year plan. Gene and biotechnology, seed industry and Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) are listed in 102 major projects in the national "14th five year plan".
Bioeconomy refers to the sum of all economic activities that use renewable natural resources to produce food, energy, biotechnology products and services in a sustainable way by applying the views and methods of life science and medicine. Bioeconomy covers many fields such as biomedicine, biological agriculture, biological manufacturing and biological environmental protection. It is a strategic emerging industry with innovative vitality, wide coverage and far-reaching impact. Bioeconomy has the characteristics of high scientific and technological content, large market, high barriers and rich profits. Its market scale will be more than 10 times that of information economy. Insiders said that bioeconomy will form the next economic growth point in human health, green agriculture, bioenergy, biosafety and other aspects, containing huge economic and social potential. According to an article published in China bioengineering magazine, the investment opportunities of bioeconomy industry with promising prospects are mainly concentrated in the fields of biopharmaceutical, bio based materials and chemicals, bio agriculture and future food. In terms of biopharmaceuticals, the impact of covid-19 epidemic and the intensification of global aging make the development of biopharmaceutical industry face a broad market, and the investment in the research and development of new drugs such as vaccines, new generation antibody drugs, cell therapy and gene therapy will continue to maintain the heat. In terms of bio based industry, E. coli and Corynebacterium glutamicum after specific genetic transformation have been widely used in the production of PHA, PHB, PLA, glutamine, succinic acid and other chemicals. The bio based industry will continue to develop rapidly in the future. In terms of biological agriculture, with the growth of people's demand for organic foods such as fruits and vegetables and the progress of agricultural biotechnology, the biological agriculture market will be further expanded. In the future food field, the demand for sustainable protein and healthy food additives will continue to promote the application of cell factories in the future food industry. More capital entry will promote the integration of relevant technologies and industries and promote the entry of relevant products into the market.
Industry maintenance:
[petrochemical sector]
Pure benzene: the production capacity under maintenance this week was 2347400 tons, the same as last week.
Toluene: the production capacity under maintenance this week was 1.231 million tons, the same as last week.
Propylene: the production capacity under maintenance this week was 10.66 million tons, an increase of 900000 tons over last week.
Butadiene: the production capacity under maintenance this week was 1.37 million tons, the same as last week.
Isobutylene: there is no production capacity under maintenance this week, which is the same as last week.
Bisphenol A: the production capacity under maintenance this week was 370000 tons, the same as last week.
PX: the production capacity under maintenance this week was 6.735 million tons, the same as last week.
PTA: the production capacity under maintenance this week was 33.82 million tons, an increase of 1.2 million tons over last week.
Acrylic acid: the production capacity under maintenance this week was 2.33 million tons, the same as last week.
Butyl acrylate: it is under maintenance this week, with a total capacity of 1.36 million tons, the same as last week.
Propylene oxide: the production capacity under maintenance this week was 1.51 million tons, the same as last week.
[coal chemical sector]
Ethylene glycol: the production capacity under maintenance this week was 11.068 million tons, the same as last week.
Acetic acid: the production capacity under maintenance this week was 8.46 million tons, the same as last week.
Acetic anhydride: the production capacity under maintenance this week was 310000 tons, the same as last week.
Adipic acid: the production capacity under maintenance this week was 985000 tons, the same as last week.
DMF: the production capacity under maintenance this week was 110000 tons, the same as last week.
[polyurethane sector]
MDI: the production capacity under maintenance this week was 1.67 million tons, the same as last week.
TDI: the total production capacity under maintenance this week was 2.237 million tons, the same as last week.
[chemical fiber sector]
Polyester chip: the production capacity under maintenance this week was 100000 tons, the same as last week.
Polyester bottle chips: the production capacity under maintenance this week was 3.35 million tons, the same as last week.
Polyester staple fiber: the production capacity under maintenance this week was 3.44 million tons, the same as last week.
Polyester filament: the production capacity under maintenance this week was 165992 million tons, the same as last week.
Nylon slicing: there are 5 companies in maintenance this week, the same as last week.
[pesticide and fertilizer sector]
Synthetic ammonia: a total of 75 companies are under maintenance this week, an increase of 1 over last week.
Multi dimensional tracking of key companies
\u3000\u3 Guocheng Mining Co.Ltd(000688) 065
Company information:
On April 25, the announcement on adjusting the profit distribution plan of 2021 was issued. The company held the 30th meeting of the first board of directors and the 20th meeting of the first board of supervisors on April 6, 2022, and deliberated and adopted the proposal on the profit distribution plan of 2021. The content of the plan is that the company plans to distribute cash dividends of 4.5 yuan (including tax) to all shareholders for every 10 shares based on the total share capital registered on the date of equity distribution and equity registration, without bonus shares and capital reserve.
On April 25, the first quarter report of 2022 was released. The company achieved an operating income of 66126638734 yuan, a year-on-year increase of 35.77%; The net profit attributable to the parent company was 17454940671 yuan, a year-on-year increase of 23.54%; The non net profit deducted was 16851152237 yuan, a year-on-year increase of 27.59%.
\u3000\u30 Shanxi Huhua Group Co.Ltd(003002) 85
Company information:
On April 26, the first quarter report of 2022 was released. The company achieved an operating income of 83653191846 yuan, a year-on-year increase of 34.78%%; The net profit attributable to the parent company was 20817967361 yuan, a year-on-year increase of 11.94%; The non net profit deducted was 18747382841 yuan, a year-on-year increase of 15.06%.
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 309
Industry information:
According to Baichuan Yingfu, the situation of MDI device has not changed this week and continues the situation of last week: Wanhua baoside, which is in shutdown due to force majeure, has resumed the operation of its 350000 T / a MDI device. In addition, the 400000 T / a MDI unit of Ningbo Wanhua phase I started shutdown and maintenance on November 27, and gradually recovered in the near future; Phase II 800000 T / a equipment will be shut down for maintenance on December 11, and the maintenance is expected to take 45 days.
MDI: the production capacity under maintenance this week was 1.67 million tons, the same as last week. According to Baichuan Yingfu, all manufacturers have no new maintenance plan this week.
According to the State Patent Office, Wanhua Chemical Group Co.Ltd(600309) this week, 68 new patents were opened. The invention relates to a closed polyisocyanate composition and a preparation method and application thereof; A treatment method of MDI production tail gas; The invention relates to a silane modified polylactic acid and a preparation method and application thereof; The invention relates to a triazine group modified macroporous resin and a preparation method thereof; The invention relates to a room temperature quick drying epoxy curing agent dispersion, a preparation method and application thereof; The invention relates to a post crosslinked polymer adsorbent and a preparation method thereof; The invention relates to a low-density thermoplastic polyurethane elastomer particle for a plastic runway and a product thereof; A method for preparing n-ethyl-l-menthyl formamide by configuration inversion of n-ethyl-new-menthyl formamide; The invention relates to a flame retardant masterbatch and an aromatic polymer composition containing the masterbatch; The invention relates to a halogen-free flame retardant polypropylene material and a preparation method thereof; The invention relates to a device system and a method for continuously producing alkoxypropane; The invention relates to a monodentate phosphine ligand and a hydroformylation catalyst, and a method for preparing linear aldehyde by hydroformylation of olefins; A preparation method of 3-methyl-1,5-pentanediol; A new nylon material, a preparation method and its application in 3D printing; The invention relates to an anchoring agent and a preparation method and application thereof; The invention relates to a zirconium catalyst based on steel slag and a preparation method thereof, and its application in the preparation of 1,4-butanediol co production of isobutene aldehyde; The invention relates to a marking powder and a preparation method and application thereof, a high-strength PC alloy suitable for laser marking and a preparation method thereof; The invention relates to a polysiloxane with a phenolic end group and a preparation method thereof; The invention relates to a building primer lotion and a preparation method and application thereof; The invention relates to a polyacetal composition and a preparation method and application thereof;
The invention relates to a solid acid catalyst for preparing acetal / ketone and a preparation method and application thereof; The invention relates to a separation method and device of carbonyl synthesis tail gas; The invention relates to a polishing layer of a chemical mechanical polishing pad and a preparation method thereof; The invention relates to an automatic control method for coke burning of an ethylene cracking furnace, a storage medium and an electronic device; A method for preparing Neroli alcohol from geraniol; The invention relates to a waterborne antibacterial coating and a preparation method thereof; The invention relates to a lithium ion battery cathode material and a preparation method thereof, a cathode and a lithium ion battery; A continuous production process and system of waterborne acrylic resin lotion; The invention relates to a nylon material with low temperature resistance and high wear resistance and a preparation method and application thereof; The invention relates to a polyurethane microporous elastomer and a preparation method and application thereof; The invention relates to a silicon wafer thinning device and a thinning processing technology for monocrystalline silicon wafer; A preparation method of 3-methyl-2-butene-1-aldehyde; The invention relates to a supported porous metal organic Pd catalyst and a preparation method and application thereof;
The invention relates to an alkali washing tower butter inhibitor and a preparation method thereof; A method for preparing colorless polyisocyanate composition; A method for preparing taurine;
The invention relates to a method for preparing taurine from sodium hydroxyethyl sulfonate; The invention relates to a modified alicyclic amine curing agent and a preparation method thereof; The invention relates to a preparation method of polar polymer coal water slurry additive and a method for separating residual carbon; The invention relates to a method for preparing high-purity Neroli alcohol and geranal by hydrogenating citral; The invention relates to a preparation method of sodium methyltaurine; The invention relates to an aniline doped polyvinylidene chloride lotion and a preparation method and application thereof; A catalyst composition for reducing the proportion of normal isomerism in the product of hydroformylation of olefins to prepare aldehydes; An analysis and evaluation method of polyether polyol; A catalyst and its application in the preparation of 2,2,6,6-tetramethyl-4-piperidone; A preparation method of biological acrolein; A continuous preparation method of 3-methyl-3-butene-1-alcohol; The invention relates to a dimethyl benzyl alcohol hydrogenolysis catalyst and a preparation method thereof; The invention relates to a polyurethane open cell hard foam composition, a preparation method and application; The invention relates to a diphenylmethane diisocyanate composition, an isocyanate prepolymer and a polyurethane elastomer; The invention relates to a polyurethane polyurea aqueous dispersion and a preparation method and application thereof; The invention relates to a catalyst, a preparation method thereof and its application in olefin isomerization reaction; The invention relates to a continuous dispersion system for preparing waterborne polyurethane dispersion and its continuous dispersion process and application; The invention relates to a silicone acrylic lotion and a preparation method and application thereof; The invention relates to a polyisocyanate composition, a preparation method thereof and a coating composition; The invention relates to a preparation method of polyurea polyol that can release carbon dioxide; The invention relates to an adhesive, an ecological sector prepared by the adhesive and a sector preparation method; A preparation method of acrylic lotion, acrylic lotion and its application; The invention relates to a modified polyisoprene and a preparation method thereof and an acrylate resin dispersion prepared therefrom; The invention relates to an organic waste gas adsorbent, a preparation method thereof and an organic waste gas treatment method; Method for selectively hydrogenating diene ketone with ruthenium complex; The invention relates to a chemical cleaning agent for the scale of isocyanate heat exchanger, a preparation method and application thereof; The invention relates to a vegetable oil-based fluorinated hydroxyl resin and a preparation method and application thereof; The invention relates to a catalytic cracking catalyst and a preparation method and application thereof; The invention relates to a method and device for producing isododecane and co producing Triisobutylene by oligomerization and hydrogenation of isobutene; The invention relates to a flame retardant silane modified polyether resin and a preparation method and application thereof; The invention relates to a polypropylene composite material with obvious pearlescent effect and a preparation method and application thereof; The invention relates to a rhombic taurine crystal and a preparation method thereof.
Company information:
On April 25, the announcement on the implementation of annual equity distribution in 2021 was issued. The first board meeting of the company was held on April 6, 2022
