The Price Of Acid Is Soaring, And Small Businesses Will Be Squeezed Out Of The Market.

< p > < strong > from 27 thousand yuan / ton to 80 thousand yuan / ton < /strong > < /p >

< p > the recent increase in H acid can almost be described as "Crazy" in two words, from about 68 thousand yuan / ton in late October to 80 thousand yuan / ton at present, or nearly 20% in half a month.

At the beginning of this year, the price of acid was only about 27 thousand yuan / ton, so the price of acid has increased by nearly 300% this year.

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< p > it is understood that since July, the acid has started rocket rise, the price in mid July is about 32 thousand yuan / ton, and the price in the last few days of July has risen 10 thousand yuan / ton. By the beginning of August, the price has been nearly 45 thousand yuan / ton. In the middle of August and early September, the price has been raised several times, and the price to the bottom of the eclipse is about 55 thousand yuan / ton. The price in early days is about 60 thousand yuan / ton, and the price at the bottom is about 68 thousand yuan / ton, to the current 80 thousand yuan / ton.

It is understood that the price increase of 10 thousand yuan / ton is very rare in the industry. It was once at the end of July, and after more than 3 months, it is hard for the industry to be shocked.

For such a market, an industry insider said: "I never expected that when the price was 50 thousand yuan, we all felt very high."

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Why does P < strong > H acid increase? < /strong > < /p >

< p > < strong > India from the exporting country to the importing country < /strong > /p >

< p > < strong > environmental pressure makes some enterprises shut down the market and take the opportunity to drive up the price < /strong > /p >

< p > there is an interesting phenomenon about the reason why the price of acid is soaring. < a href= "http://www.91se91.com/ > > textile > /a > the industry has an interesting phenomenon, that is, the main manufacturers have said that because of the" India factor ", they are" silent "about the" whether the domestic enterprises have environmental protection pressure and whether the production is normal or not ".

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< p > it is reported that due to the pressure of environmental protection, a number of India acid enterprises are forced to shut down and import acid to China, resulting in a global shortage of H acid.

India is the second largest demand market for acid in addition to China, and India has always been an exporter of acid. India produces an annual output of reactive dyes equivalent to that of China.

India acid supply is tight, from exporting country to importing country.

Therefore, the import of India has further aggravated the shortage of Chinese sour products.

"Now the acid is really out of stock. Because of the shutdown of India's production enterprises, the volume of acid exported to India has increased a lot this year than before." Hubei Chu Yuan sales staff said, "but the price of 80 thousand yuan / ton should be almost the same, and it's hard to go up again."

However, it has been stressed that not only India, but also the domestic enterprises are facing greater environmental pressure and limited production, which is also one of the reasons leading to the rising price of acid {page_break} < /p >

< p > a Weifang acid enterprise in Shandong has stopped production for a period of time and has been restarted after rectification.

The company's sales staff said that the current downstream demand is still there, and the company's orders are scheduled for next January.

"Generally speaking, once the unit price of HA acid reaches 70 thousand yuan, the producers of black reactive dyes will not be able to continue. We mainly supply high-end color products, so there is still demand for downstream products."

He said.

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The third points which are different from the two views mentioned above are that the market is likely to drive up the price of P acid.

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< p > most people in the industry believe that the main reason for the rapid rise of H acid is the change in supply and demand.

Due to the closure of several major intermediates such as Jiangsu's Ming Sheng and Jiangsu Ji Hua (Zhejiang Ji Hua Zi company) in early July, the prices of HA and other intermediates began to rise rapidly in the middle of July, when the price of HIC acid was about 32 thousand yuan / ton.

This leads to more serious supply shortage problems, and the phenomenon that "money can not buy goods" is becoming more and more serious.

"The main reason for the rise is that there is not much production of acid in the factory, but there are many people who want it."

Zhejiang Jihua Group staff said.

According to its statement, the daily output of HIC in Zhejiang Jihua Group is about more than 10 tons per day, and it can produce more than 20 tons per day.

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At present, Jiangsu Ming Sheng has not resumed normal production and is in a state of P.

Jiangsu Jihua insiders had said that the company had stopped production because of equipment maintenance, and now production has resumed.

However, the number of people in the industry said that Jiangsu Ji Hua actually did not fully resume production, "is also in a state of opening and closing."

Public information shows that in 2013, domestic H2 production capacity reached 87 thousand tons / year, of which Hubei chu yuan 30 thousand tons (annual output 20 thousand tons), Jiangsu Ming Sheng 20 thousand tons (annual output of 20 thousand tons), Hangzhou Jihua 20 thousand tons (annual output 10 thousand tons).

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< p > when Jiangsu Ming Sheng is able to produce normally, there are factory workers who say they are unemployed at home, and the company has not yet informed the time of returning.

He also said he might not be able to work this year.

And the location of the Jiangsu Ming Sheng factory area, the Environmental Protection Bureau of Lingang industrial area, Guanyun County, Lianyungang, said that the original set of environmental protection equipment in Jiangsu was set up after the new environmental protection device. Therefore, the company's environmental protection is up to standard.

It is understood that the environmental protection inspection and rectification of the port industrial area is expected to end until the end of the year.

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< p > Chu Yuan sales staff in Hubei said that now the supply of H acid is in short supply, mainly because many small intermediates are shut down by environmental pressure and the price of H acid will continue to rise.

He said: "our production is normal, but in addition to products to meet their own needs, but also to supply the previous orders, our previous orders have not been completed."

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In the case of P, the industry experts say that in the process of producing HIC, a large amount of waste water, high oxygen demand, high acidity, high salinity and high chroma can be produced. It is impossible to adopt traditional biochemical and physicochemical methods.

This kind of waste water is rather troublesome to deal with. In general, small and medium-sized enterprises are mainly direct row and seriously pollute the environment.

Therefore, the environmental protection problem of HA enterprises has always been serious.

Since the beginning of this year, due to the increasingly stringent environmental requirements, most of the major acid factories in China have been shut down, and the rate of operation has not been normal even though the production is resumed, resulting in a continuous shortage of acid in the market, and in the near future is becoming more and more serious.

The acid wastewater is seriously polluted and difficult to deal with. Under the pressure of environmental protection, the stop production enterprises are increasing, which aggravate the supply shortage.

It is known that H acid is a very important organic intermediate which is widely used both at home and abroad.

H acid and para ester are the main raw materials of reactive dyes, of which the ratio of H acid is about 30%. The main raw materials of disperse dyes are meta benzyl two amine and reductant, and the ratio of H acid is about 10%.

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< p > there are also people in the industry who say that several large acid manufacturers in China have formed price alliances, monopolized behavior, and manipulated prices on some products. "Ha acid prices will continue to rise."

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< p > < strong > who will lose? Who will earn? < /strong > < /p >

< p > < strong > dyestuff small enterprises have been squeezed out of the market, and the largest beneficiaries such as leap earth shares < /strong > /p >

< p > the current price of HA has risen so rapidly that it is far beyond the market's expectations. This will have a far-reaching impact on the reactive dyestuff industry. The small dye enterprises that can not get any acid in the industry may be gradually squeezed out of the market and further enhance the voice of the leading enterprises.

A dyestuff manufacturer in Shandong said that it had not understood the price of the acid at present, and "a few days became a price, and the enterprises were afraid to dye production."

Another dye manufacturer in Weifang, Shandong has also confirmed that the price of intermediate dyes such as HIC, para ester, amino oil and brominated acid has been increasing rapidly. The company's production is "a href=" http://www.91se91.com/news/index_c.asp "reactive dye < /a >, and the price of intermediates has not been able to withstand soaring prices recently." we have to stop production. "

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"P >" first of all, the core intermediates of large dye enterprises are self-produced, and the rising price of intermediates is more intense for smaller dye factories.

In addition, once the intermediates industry has changed, leading enterprises will also accelerate the integration of upstream. "

Insiders said.

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< p > it is understood that the concentration of reactive dyes is smaller than that of disperse dyes. The market share of Zhejiang Longsheng and leap soil is 30%, the market share of the top four is 60%, and there is no patent problem, so the leading enterprises have insufficient control over the industry.

Moreover, due to Hubei Chu Yuan in Zhejiang Longsheng related intermediates upstream, Longsheng dye business in Zhejiang to suppress, resulting in increased competition for reactive dyes.

Therefore, in the short term, reactive dyes will not form the same competition pattern as disperse dyes.

However, since 2013, due to the pressure of environmental protection, some of the intermediates are limited in production, resulting in higher prices of intermediates. With the increasing pressure of environmental protection, the price increase of reactive dyes will also be a trend driven by the rising price of disperse dyes.

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< p > Jiangsu Ming Sheng is a subsidiary of 70% of the intercontinental holding company. Not only can it guarantee the own demand of the company, but also has more than 10000 tons of supply capacity.

When HA acid rises by 10 thousand yuan, EPS will be thickened by 0.14 yuan. The shares of leap earth will be the biggest beneficiary of the increase in H acid.

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< p > and Zhejiang Longsheng wholly-owned subsidiary Tongliao Tongliao chemical industry is the company's acid production base. Ming Zhou chemical production capacity of 8000 tons has been trial production, the monthly output is about 400 tons.

The operation of acid acid in Ming Zhou chemical industry will greatly relieve the purchasing pressure of Longsheng acid. It is estimated that the self sufficiency rate of the acid will reach 80% after commissioning.

In addition, the company has 35 thousand tons of reactive dye capacity (about 20% of the market share).

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< p > and because of the rising price of intermediate intermediates this year, Zhejiang Longsheng and run earth shares have also continuously raised their prices, and net profits have increased substantially.

Zhejiang Longsheng predicts that the net profit attributable to the owners of the parent company 1~9 will increase by more than 100% to 896 million yuan compared with the same period last year, while the company's net profit is expected to increase by 90%~110% to 411 million yuan and ~4.54 billion yuan in the first three quarters, compared with the same period last year.

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< p > < strong > the influence on printing and dyeing enterprises is less than /strong > /p >

< p > < strong > bargaining power of part a href= "http://www.91se91.com/news/index_c.asp" > printing and dyeing enterprise < /a > has no profit. < /strong > /p >

This year, under the pressure of environmental protection, the supply and demand pattern of dye intermediates, such as H acid and para ester, has been broken and prices have been rising. The price of downstream dyes has also increased synchronously. Among them, in seven and 82 months, the price of dyes has reached a climax.

However, the printing and dyeing enterprises in Shaoxing put forward the antitrust report because of the rising price of dye. This makes the market enter a turning point. This newspaper has reported that the printing and dyeing Association of Keqiao district has submitted a "report on antitrust requirements" to the Zhejiang provincial price supervision and Inspection Bureau on behalf of more than 200 printing and dyeing enterprises in the region. It is considered that the price increase of dye has greatly exceeded the 10~20 times of the normal CPI increase of the state, which is a standard violation of violence.

In September, dye enterprises unexpectedly raised no price during the peak season.

However, the price of acid dye has risen by 3000~5000 yuan / ton recently.

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< p > "under normal circumstances, dye cost is basically controlled by about 20% of printing and dyeing costs, and printing and dyeing enterprises still have profit margins."

A printing and dyeing enterprise in Jiangsu said that the price of dyestuffs increased again, but the processing fees of printing and dyeing enterprises could not rise. This forced some printing and dyeing enterprises in Shaoxing to take measures to reduce production or stop production.

Reporters learned that, in the face of the storm of rising dye prices, some printing and dyeing enterprises can no longer make profits, except that some of the printing and dyeing enterprises with strong bargaining power can pmit prices smoothly to the lower reaches.

In addition to the original orders, some printing and dyeing enterprises in Fujian and Zhejiang are not enthusiastic about the docking list.

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< p > "quality should be ensured if the price is higher."

In the process of fabric dyeing, the amount of dye delivery has a standard ratio, which can not be more or less.

After the dye price increases, our printing and dyeing factory's purchasing quantity is still undiminished, and there is no profit.

If we go on like this, it will do no good to everyone. If the users are dead, the upstream enterprises will have no market price, and the final price will come down. It is suggested that we can stabilize the price and let the downstream have a chance to breathe.

Shishi, a printing and dyeing enterprise official said.

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