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Chemical industry reform: focus on "small and scattered" industry concentration or significantly increase
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Event
After the "3.21" water explosion accident, Jiangsu Province launched a large-scale investigation and renovation of chemical enterprises and chemical industry parks. At the beginning of April, Jiangsu Province issued the proposal for improvement of chemical industry in Jiangsu Province (Draft for comments) (hereinafter referred to as the proposal for improvement of chemical industry in Jiangsu Province). The proposal has been formulated in nine aspects, including reducing the number of chemical enterprises, optimizing the layout of chemical industry, improving and reforming the chemical industry, strict access to the chemical industry, standardizing the management of chemical enterprises, and strengthening the supervision of the chemical industry We will significantly reduce the number of chemical enterprises and chemical parks in the province, and vigorously close and withdraw enterprises with high safety risks, poor management of safety and environmental protection, and low technical level.
Event analysis
Environmental protection and safety production will be the key factors for the development of chemical industry for a long time
In recent years, China has vigorously carried out environmental protection and governance work. With the gradual implementation of environmental protection review, enterprises that fail to meet environmental protection standards have to carry out equipment improvement and capital investment. The internal chemical industry has begun to show signs of industry integration. Many falling production capacity that fail to meet environmental protection standards have to be shut down for rectification, but a considerable part of production capacity has not yet been withdrawn. In 2019, several chemical safety production accidents occurred, which made the country greatly improve the safety production inspection and remediation efforts.
Under the red line of safety, the supervision of the industry is more strict. Small and backward enterprises are not able to resume production by investing in environmental protection facilities. Under the dual governance of environmental protection and safety production, enterprises such as substandard production, backward production technology and old production equipment will rapidly withdraw from the market, and the speed of industry integration is significantly accelerated. In the past years, the problems left over by extensive development of China's manufacturing industry will gradually be solved effectively, and the overall operation order of the industry is expected to be significantly improved.
"Small and scattered" enterprises focus on investigation, and the concentration of chemical industry is expected to significantly increase
Small scale enterprises are thoroughly investigated, and the industry concentration is expected to improve rapidly. After decades of extensive development, there are a large number of small-scale scattered enterprises in China's chemical industry. Although the scale of a single enterprise is small, it occupies a considerable part of the capacity of many industries in China. In Jiangsu Province, there are more than 5000 chemical enterprises and many small-scale enterprises.
According to the "Jiangsu chemical renovation plan", by 2020, the number of chemical enterprises in the province will be reduced to 2000, and by 2022, the number of chemical enterprises will be reduced to 1000. According to the opinion draft, such a large-scale renovation of the chemical industry is bound to focus on the investigation of small-scale scattered industry enterprises, among which 1660 enterprises below the scale will bear the brunt. After strict and thorough enterprise screening, it is expected that small-scale production capacity will exit the market quickly and permanently, the concentration of the original relatively scattered and subdivided industries in the domestic chemical industry field is expected to increase significantly, and the industry competition order is expected to be improved.
The chemical industry park will become a "tight resource", and the scale enterprises supporting the industrial chain are expected to seize the last opportunity. Since 2017, the country has vigorously promoted the Chemical Industry Park production, and a large number of enterprises have moved into the park for unified management after multiple reviews. However, since the implementation of the policy, there are still a large number of enterprises that have not completed the review and relocation or whose qualifications are difficult to meet.
At present, 2339 enterprises in Jiangsu Province are still in production outside the park. This industry integration will focus on the investigation of enterprises outside the park. Enterprises with high risk, safety, poor environmental protection and low technology level will be shut down and quit. Only those enterprises that can form a supporting industrial chain supply for the park can be expected to obtain a very small number of entry qualifications. At the same time, Jiangsu will re evaluate the original 50 chemical industry parks, reduce the areas with unclear industrial chain supporting to the chemical industry concentration area, prohibit new chemical projects, and greatly limit the expansion of production capacity. The chemical industry park has become a tight resource, and the continuous expansion of small-scale enterprises has been greatly restricted, driving the domestic chemical industry market to concentrate in the head.
Leading enterprises have outstanding advantages in technology, scale, safety and environmental protection, and will benefit greatly in the future industry integration period
Enterprises with extended layout of industrial chain will gain stable competitive advantage and extend profit space. Although chemical industry is a very typical manufacturing industry, the requirements of chemical industry chain coordination are much higher than that of general manufacturing industry. The upstream and downstream of chemical industry are closely linked, and the coordination of industrial chain is extremely important. In this integration of chemical industry in Jiangsu Province, the collaborative layout of industrial chain will be one of the focuses of enterprise audit. In addition to the requirements of safety and environmental protection, the synergy of industrial chain will become the key to determine whether the enterprise can obtain the park's asset management.
In such integration process, enterprises with industrial chain extension layout will obtain stable competitive advantages, effectively break the development bottleneck of a single link, deepen competition barriers to upstream layout, provide raw material cost advantages, and obtain higher profit space for downstream layout products close to the middle terminal. At the same time, through the extension and layout of the industrial chain, the scale of the enterprise has been improved rapidly, the market influence has been greatly enhanced, and the market impact is extremely limited. Under the trend of industry concentration, it is expected to benefit highly.
Industry access barriers have been greatly increased, leading enterprises occupy the first mover advantage, and it is expected to form a development trend of the strong and the strong. In the process of chemical industry integration, in addition to a large number of rectification, relocation and closure of existing enterprises, high requirements are also put forward for new projects in the future industry, from planning, investment, technology, quality, safety, environmental protection, energy consumption
After the "3.21" water explosion accident, Jiangsu Province launched a large-scale investigation and renovation of chemical enterprises and chemical industry parks. At the beginning of April, Jiangsu Province issued the proposal for improvement of chemical industry in Jiangsu Province (Draft for comments) (hereinafter referred to as the proposal for improvement of chemical industry in Jiangsu Province). The proposal has been formulated in nine aspects, including reducing the number of chemical enterprises, optimizing the layout of chemical industry, improving and reforming the chemical industry, strict access to the chemical industry, standardizing the management of chemical enterprises, and strengthening the supervision of the chemical industry We will significantly reduce the number of chemical enterprises and chemical parks in the province, and vigorously close and withdraw enterprises with high safety risks, poor management of safety and environmental protection, and low technical level.
Event analysis
Environmental protection and safety production will be the key factors for the development of chemical industry for a long time
In recent years, China has vigorously carried out environmental protection and governance work. With the gradual implementation of environmental protection review, enterprises that fail to meet environmental protection standards have to carry out equipment improvement and capital investment. The internal chemical industry has begun to show signs of industry integration. Many falling production capacity that fail to meet environmental protection standards have to be shut down for rectification, but a considerable part of production capacity has not yet been withdrawn. In 2019, several chemical safety production accidents occurred, which made the country greatly improve the safety production inspection and remediation efforts.
Under the red line of safety, the supervision of the industry is more strict. Small and backward enterprises are not able to resume production by investing in environmental protection facilities. Under the dual governance of environmental protection and safety production, enterprises such as substandard production, backward production technology and old production equipment will rapidly withdraw from the market, and the speed of industry integration is significantly accelerated. In the past years, the problems left over by extensive development of China's manufacturing industry will gradually be solved effectively, and the overall operation order of the industry is expected to be significantly improved.
"Small and scattered" enterprises focus on investigation, and the concentration of chemical industry is expected to significantly increase
Small scale enterprises are thoroughly investigated, and the industry concentration is expected to improve rapidly. After decades of extensive development, there are a large number of small-scale scattered enterprises in China's chemical industry. Although the scale of a single enterprise is small, it occupies a considerable part of the capacity of many industries in China. In Jiangsu Province, there are more than 5000 chemical enterprises and many small-scale enterprises.
According to the "Jiangsu chemical renovation plan", by 2020, the number of chemical enterprises in the province will be reduced to 2000, and by 2022, the number of chemical enterprises will be reduced to 1000. According to the opinion draft, such a large-scale renovation of the chemical industry is bound to focus on the investigation of small-scale scattered industry enterprises, among which 1660 enterprises below the scale will bear the brunt. After strict and thorough enterprise screening, it is expected that small-scale production capacity will exit the market quickly and permanently, the concentration of the original relatively scattered and subdivided industries in the domestic chemical industry field is expected to increase significantly, and the industry competition order is expected to be improved.
The chemical industry park will become a "tight resource", and the scale enterprises supporting the industrial chain are expected to seize the last opportunity. Since 2017, the country has vigorously promoted the Chemical Industry Park production, and a large number of enterprises have moved into the park for unified management after multiple reviews. However, since the implementation of the policy, there are still a large number of enterprises that have not completed the review and relocation or whose qualifications are difficult to meet.
At present, 2339 enterprises in Jiangsu Province are still in production outside the park. This industry integration will focus on the investigation of enterprises outside the park. Enterprises with high risk, safety, poor environmental protection and low technology level will be shut down and quit. Only those enterprises that can form a supporting industrial chain supply for the park can be expected to obtain a very small number of entry qualifications. At the same time, Jiangsu will re evaluate the original 50 chemical industry parks, reduce the areas with unclear industrial chain supporting to the chemical industry concentration area, prohibit new chemical projects, and greatly limit the expansion of production capacity. The chemical industry park has become a tight resource, and the continuous expansion of small-scale enterprises has been greatly restricted, driving the domestic chemical industry market to concentrate in the head.
Leading enterprises have outstanding advantages in technology, scale, safety and environmental protection, and will benefit greatly in the future industry integration period
Enterprises with extended layout of industrial chain will gain stable competitive advantage and extend profit space. Although chemical industry is a very typical manufacturing industry, the requirements of chemical industry chain coordination are much higher than that of general manufacturing industry. The upstream and downstream of chemical industry are closely linked, and the coordination of industrial chain is extremely important. In this integration of chemical industry in Jiangsu Province, the collaborative layout of industrial chain will be one of the focuses of enterprise audit. In addition to the requirements of safety and environmental protection, the synergy of industrial chain will become the key to determine whether the enterprise can obtain the park's asset management.
In such integration process, enterprises with industrial chain extension layout will obtain stable competitive advantages, effectively break the development bottleneck of a single link, deepen competition barriers to upstream layout, provide raw material cost advantages, and obtain higher profit space for downstream layout products close to the middle terminal. At the same time, through the extension and layout of the industrial chain, the scale of the enterprise has been improved rapidly, the market influence has been greatly enhanced, and the market impact is extremely limited. Under the trend of industry concentration, it is expected to benefit highly.
Industry access barriers have been greatly increased, leading enterprises occupy the first mover advantage, and it is expected to form a development trend of the strong and the strong. In the process of chemical industry integration, in addition to a large number of rectification, relocation and closure of existing enterprises, high requirements are also put forward for new projects in the future industry, from planning, investment, technology, quality, safety, environmental protection, energy consumption
