Major changes have taken place in the supply and d

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Major changes have taken place in the supply and demand structure of chemical mining industry

at present, the supply and demand situation of China's main mineral resources is undergoing major structural changes, the demand growth is changing from high-speed to low-speed, the contradiction between supply and demand is slowing down, the resource environment has reached the limit that the deformation completely disappears after the pull is removed, and economic development is changing from insufficient resources to excess processing capacity. This is the information learned from the sixth second meeting of the China Chemical Mining Association, which closed on September 12. 1. If the experiment is in progress, the meeting and the sixth second member congress

from January to July, the cumulative inventory of China's chemical mining and beneficiation industry was 6.72 billion yuan, an increase of 16.1% year-on-year. In the first half of the year, the demand growth of chemical mining industry was weak, the investment fell, the industry tax burden was too heavy, the benefits of downstream enterprises fell significantly, and the loss of major chemical mining industries expanded. The growth of fixed asset investment in China's chemical mining and beneficiation industry slowed down, with an actual investment of 8.69 billion yuan, a year-on-year decrease of 3.4%; There are 145 construction projects, 79 new projects and 57 completed projects. The inventory of potash fertilizer manufacturing industry was 7.58 billion yuan, with a year-on-year increase of 14.7%, and the inventory quantity was large; The actual investment completed was 5.47 billion yuan, an increase of 27.9% year-on-year; There are 66 construction projects, 40 new projects and 25 completed projects

according to analysis, in the next 5-10 years, China will face the dual pressure of meeting the peak demand for resources and industrial transformation. Once, China was the largest consumer of energy and mineral resources in the world, and mineral resources were highly dependent on foreign countries. With the slowdown of demand growth and the change of supply conditions, the external dependence of China's main mineral resources will change. Phosphate rock can meet domestic demand for a long time; Sulfur resources need to be imported for a long time to make up for the domestic gap; Domestic potash production has increased year by year, and the degree of dependence on foreign countries tends to decline

since 2013, the prices of phosphate rock, pyrite and potash ore, which are the products of China's major chemical mines adopting this method, have fallen sharply, the market has waited and waited, and inventories have increased. At present, the efficiency of potash fertilizer manufacturing industry has begun to rise, but the operating efficiency of other chemical mining and dressing enterprises has declined. Among them, the 115mm wide phosphorus ore from raw ore to fertilizer and bulk chemical products has been seriously surplus, the domestic market has been unable to fully digest, and relying on exports has become the norm. Phosphate ore concentrators are generally shut down, except for individual large enterprises for their own use. This is also the first time since 2012 that the phosphate rock output of mining enterprises above the scale of phosphate rock in China is greater than the actual consumption. At present, the surplus situation is further aggravated

the judgment of the meeting on the overall trend of the current operation of the chemical, mineral and geological exploration industry is: low opening and stabilization. There have been some obvious positive changes in the industry, but the trend of stabilization and improvement is not stable. In the second half of the year, the economic operation of the industry is still facing a complex situation. With the further release of the effects of a series of national macro policies, the favorable factors of chemical mining industry outweigh the unfavorable factors, especially the stable operation of the market price of chemical fertilizer, which will also benefit the upstream chemical mining production enterprises

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