Superposition of stricter environmental protection demand season is coming on dye industry

Stricter environmental protection, orderly eliminate backward production capacity

Stricter environmental policy, environmental protection industry production cost is higher.Dye in the process of production will produce large amount of hazardous wastes such as waste acid and organic matter."Twelfth five-year" period, the biggest problem is that environmental protection dye industry, high energy consumption, high pollution due to the illegal cost is low for small and medium-sized enterprises survive.Since 2017, the dye industrial pollutants emission standards for start, small and medium-sized enterprises face greater pressure environmental regulation;In addition, the 2018 green taxes imposed, from the cost of pollution, backward production technology to make enterprise set up barriers into or continuous production.These two factors for the dyestuff industry the main influence is that the supply side, the accelerated environmental capacity to make out.

Highly concentrated dye industry, the competitive landscape is good, good industry leading

Domestic dyestuff industry concentration is higher.According to production areas, the domestic dye production enterprise mainly concentrated in zhejiang and jiangsu provinces, the two provinces of disperse and reactive dyes capacity more than 80% of the total capacity.

According to the production enterprise, industry for nearly three years of disperse dyes and reactive dyes CR3, stay above 60% and 45%, respectively.

Resorcinol supply tension, adjacent chlorine paranitroaniline countervailing duties will improve the supply relationship

According to automobil chemical network information, the United States di parker announced in July 2017 permanent exit resorcinol business, will make the resorcinol maintain tight balance for a long time, the price is expected to be high.According to zhuo gen information statistics, 2017 benzodiazepines prices rose about 50%, is expected to 2018 benzodiazepines prices will remain high, further support price of disperse dye.

According to the Chinese new statistics, on February 12, 2018, China's ministry of commerce ruled that is native to India's import adjacent chlorine paranitroaniline subsidies, decided to native to India's import chlorine nitroaniline countervailing measures, imported products need to pay the duties to the Chinese customs, subsidies from the price rate is 21.2% - 166.8%.Adjacent paranitroaniline chloride is an important intermediate of azo type of dye, are expected to improve intermediates for levying countervailing duties of supply and demand.

Downstream demand season is coming, the dye relationship between supply and demand is expected to improve after the Spring Festival, the traditional season demand, printing and dyeing enterprises to enter a new stage of an inventory, a big increase in demand for dye, dye relationship between supply and demand is expected to be improved.

                                                                                                                                               By Luffy