Methanol to the end of the "Eleventh Five-Year Plan" is a chemical product with serious excess capacity. The industry's operating rate is less than 60%. The “Twelfth Five-Year Plan” of the methanol industry proposes to strictly control the total amount of methanol, but the current momentum of capacity growth has not been curbed. The picture shows a new methanol project in a methanol company in Inner Mongolia. (Reporter Hu Yuejun photo)

Sinochem Xinxun changed the mode of growth, insisted on total control, rigorously new projects, and eliminated backward production capacity. This is the slogan that many chemical sub-sectors with serious overcapacity shouted loudest at the end of the “Eleventh Five-Year Plan” and also “Twelve "V" to raise the most tasks. At present, the opening year of the "Twelfth Five-Year Plan" is nearing completion, but the reporter regretfully discovered during the interview that the beginning of the transfer mode is not satisfactory.


A small number of people did not seek to find incrementally. The reporter only found a few sub-sectors with no increase in production capacity.

Calcium carbide is one of the few products in the chemical industry that has been included in the elimination of backward production capacity in the “Twelfth Five-Year Plan” at the national level. As a result, the calcium carbide industry has also become a relatively good industry in the chemical industry.

Sun Weishan, deputy secretary-general of the China Petrochemical Federation and secretary-general of the China Calcium Carbide Industry Association, told reporters that this year's progress in industrial restructuring of the calcium carbide industry has been relatively smooth. This year, the Ministry of Industry and Information Technology has identified a phase-out target of 1.375 million tons of backward production capacity of calcium carbide, which has doubled the number of elimination missions in 2010. To meet this goal, the China Calcium Carbide Industry Association held several meetings this year and proposed an important measure to increase the phase-out range of internal combustion type calcium carbide furnaces from the original single-furnace capacity of 125 MW to 2 Thousands of volts and below. That is, by 2015, all internal combustion type calcium carbide furnaces with a capacity of less than 2 KVA will be eliminated. This will increase the elimination of 13 million tons of backward production capacity, which accounts for half of the total domestic capacity of domestic calcium carbide. “The list of companies that have been phased out has been announced to the public. The specific phase-out tasks have been implemented in all localities and enterprises. Local governments have verified the phase-out completion status, and have issued corresponding policies for the withdrawal of production capacity and employees’ resettlement. It is expected that 1.375 million will be implemented this year. Ton of calcium carbide backward production capacity can be eliminated as scheduled.” Sun Weishan said.

Sun Weishan also told reporters that there are currently more than 300 closed and closed loop furnaces built, under construction, and proposed in China. It is estimated that by 2013, the capacity of closed calcium carbide furnaces in China will reach more than 20 million tons, and the proportion of advanced calcium carbide production capacity will increase from 40% to 60%. the above.

The dyestuff industry also has fewer incremental expansions this year. "This year the dye industry has fewer new projects. Most of them are projects that have been relocated to the park. There are relatively few incremental expansion projects." Tian Liming, secretary general of the China National Dyestuff Industry Association, said in an interview with reporters that the reasons are not favorable for the macroeconomic situation. related. 40% of dyes are digested by exports. This year's foreign market is relatively sluggish. At the same time, the domestic downstream printing and dyeing apparel market is not very good. “The more important reason is that after 20 years of rapid development of the dye industry, production has become the world's largest. Companies have realized that relying on incremental production expansion, plagiarism and imitation on R&D will not work. Now companies are investing in technology and processes. There is more work done in terms of creating brands, taking international routes, and mergers and acquisitions."

Tian Liming told reporters that the "12th Five-Year Plan" period is a crucial period for the development of China's dyes. Dye companies are also abroad even if they increase their production capacity. Following Zhejiang Longsheng Group’s purchase of DyStar, the world's dyestuff giant, in 2010 and the establishment of a plant in India, Zhejiang Lantu Co., Ltd. has controlled Yorkshire Chemical Company, an internationally renowned dye company, and acquired 70% of Jiangsu Mingsheng Chemical Company in the country. Equity; Shanghai Ancong Textiles & Chemicals Co., Ltd. acquired Zhejiang Huayu Chemicals Co., Ltd., an additive company; Jiangsu Yabang Group planned to acquire Changzhou Chemical Research Institute Co., Ltd., although in the end it failed to negotiate due to other corporate spoils, but also Reflects the company's determination to transform its development approach.

Lin Zhihua, director of the Iron Oxide Branch of China National Coatings Industry Association, also said that the total production capacity has not expanded: “The total output of inorganic pigment iron oxide is about 750,000 tons, and the output is 700,000 tons. At present, the production capacity is undergoing new and old replacements, and the industry has eliminated backward equipment. Device, new automation equipment, total capacity has not been expanded."


Most of the production capacity did not fall but the reporter learned that most of the industry's transfer effect is not satisfactory.

"This year's new projects are very much." Qi Qiang, chairman of the China Industrial Association, told reporters that "the association proposed to no longer build new projects within five years, but no companies are listening, are still under construction."

Qi Hao said that the association has proposed in the “Twelfth Five-Year” development plan for the industry: in principle, no new yellow acid and *iron ore-making acid plant will be built within five years. At the same time, we will eliminate 100,000 tons of * acid and * iron ore acid plant.

“But the reality is that the small ones cannot be phased out, and the big ones are still being launched. And there are reasons for each.” Qi Hao said that taking iron ore as a source of acid, China’s iron resources are lacking, and some small-scale iron ore enterprises are now Living well, the local government also pointed it at a tax, how could it be eliminated? Another example is yellow acid. Many companies along the coast are now constructing large-scale yellow acid equipment, mainly to use ** steam to generate electricity. If you do not allow it, it will not work. Coal is very scarce and the price is very expensive. It is better to buy * Huang to generate electricity. In addition, Guizhou, Hubei and other places are building large-scale phosphorus compound fertilizer plants, but also have large-scale equipment supporting.

Phosphate compound fertilizers are also a product with a severe excess production capacity. The “Twelfth Five-Year” development plan for the phosphorus and compound fertilizer industry proposes that no new construction and expansion projects be completed within five years. The actual situation is that the phosphate and compound fertilizer industry has started 48 new projects this year.

The “12th Five-Year Plan” of the nitrogen fertilizer industry proposes to achieve the goal of urea withdrawal capacity of 4.1 million tons, while new urea capacity must be established on the basis of capacity replacement. However, Zhuo Chuang Information Nitrogen Fertilizer Analyst Han Jian told reporters that only urea companies that stopped production this year were Henan Pingdingshan Flight Chemicals, Qingdao Alkali Industry Tianzhu, and Shanxi Huairen Zhongan Chemical. The three combined urea production capacity totaled 700,000 tons, representing a net reduction of 320,000 tons of nitrogen. However, more urea expansion projects this year. Newly built urea production capacity is 600,000 tons in Shandong Luxi, 520,000 tons in Hubei Qianjiang Jinhuarun, 400,000 tons in Jiangsu Shuangduo, 600,000 tons in Shandong Rising, 300,000 tons in Hebei Jinshi, and Xinjiang Yihua 600,000 tons, 700,000 tons of Xinjiang Kuitun Jinjiang, 520,000 tons of Chifeng, Inner Mongolia, 800,000 tons of new Yunnan Yuntianhuajin, 300,000 tons of Inner Mongolia Datang, 520,000 tons of Inner Mongolia Tianrun, 30 of Shanxi Golden Elephant Ten thousand tons and so on. The new production capacity formed this year exceeds the eliminated production capacity by more than 10 times.

The “Twelfth Five-Year Plan” of the chlor-alkali industry proposed that the output of caustic soda at the end of the “Twelfth Five-Year Plan” should be controlled at 28 million tons, with an average annual growth rate of 7% However, recent statistics show that from January to September this year, the output of caustic soda reached 18.61 million tons. Li Jun, chairman of the China Chlor-Alkali Industry Association and chairman of Shanghai Chlor-Alkali Chemical Co., Ltd., predicts that the country's caustic soda production this year will reach 24.8 million tons, an increase of nearly 18% year-on-year, exceeding the planned growth index by 11%. The Association plans to phase out 4.4 million tons of membrane caustic soda production equipment by the end of 2015, but only 300,000 tons was withdrawn in the first half of 2011, accounting for only 6% of China's total membrane caustic soda production capacity.

The industry's expansion of production growth rate over planning, there may be a good reason, that is, these industries are mostly good market conditions this year. What is even more worrying is that, in some industries where the market is sluggish, the backward production capacity is still too low.

The price of methanol this year is still very sluggish. According to data provided by Zhuo Chuang Information Methanol Analyst Ning Lusheng, this year's domestic methanol company operating rate of less than 60%, but the new methanol production capacity of 4 million to 5 million tons. Moreover, there are still 10 million tons of capacity currently under construction and planned to be built before 2013, and most of the new capacity will be in the northwest region.

Affected by the suppression of real estate, the situation of PVC this year is not optimistic. However, PVC production from January to September still reached 9.54 million tons, and it is expected to reach 12.7 million tons in the whole year, an increase of nearly 13% year-on-year, which is more than 5% of the PVC "Twelfth Five-year Plan" development plan target.


Three major factors dragged down the industry analysts believe that the drag on the chemical industry to transfer work progress mainly in the following three factors.

First, companies blindly develop resources for the occupation of resources. The traditional chemical industry is mainly a resource-intensive industry. To the enterprises at the low end of the industry chain, there are many resource companies that have much room for development. In order to obtain more resources, companies have to constantly build new projects in the resources. Han Jian believes that in the case of excess capacity, there are still millions of tons of large-scale methanol and urea projects in the northwestern region. The reason is that the northwest regions such as Ningxia, Gansu, Inner Mongolia and Shaanxi are rich in coal resources. Enterprises occupy a lot of resources in this area, such as raw materials, cost, etc. Therefore, companies are keen to enter this area to occupy resources.

Second, some local governments are entrenched in the concept of GDP supremacy. Qi Tong pointed out that some local governments are not active in eliminating backward production capacity because the elimination of production capacity has reduced GDP. With the exception of a few products such as calcium carbide, the central government has not set clear targets for the elimination of backward production capacity at the local level, so the theory of elimination is important and it does not matter if it is done. Take ** companies, this year's ** market conditions are good, ** companies in the local area is a big source of revenue. The government pointed to these enterprises to pay taxes. How can it be shut down? Some local governments require enterprises that come to open iron ore mines and coal mines. As long as they take up a piece of mine in our area, they must build factories in the local area to process them in order to obtain as much GDP as possible. Wang Lili, a researcher at the Zhuo Chuang Information Research Institute, also said, “Now local governments are all advocating that the industry should integrate development and build an industry group, but it is actually for local GDP.”

The third is that the transfer policy is not clear. Experts pointed out that the reason why the calcium carbide industry has achieved better results is because the national policy is clear, decisive, and resolute. The target of elimination is implemented in every company, every furnace, and publicized to the public. However, there are no such clear and decisive policies and indicators for eliminating backward production capacity in other industries. There are also companies that can now restrict the company's policies are nothing more than environmental standards, energy consumption limits, water consumption limits, dangerous goods management regulations, coupled with the industrial clean production standards will be introduced next year. Can you understand this way: If there is a serious overcapacity in the industry, as long as new projects are in line with the country's standards, can it be done quickly?

Coke is included in the elimination of backward products at the national level, and the elimination of outdated production capacity is now well completed. The photo shows the factory of Hou Lin Coking Co., Ltd., which has produced 500,000 tons of coke per year in the ancient towns of Jixian County, Shanxi Province, which had been ordered to stop production by the local government and entered the demolition stage. (Reporter Yan Junrong)