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The latest data from Business Society shows that glyphosate has shown an upward trend since the fourth quarter of last year, from 10 The price of organic silicon increased from 18,000 yuan/ton in January to 25,500 yuan/ton in January, an increase of 41.6%; in addition, the price of organic silicon has increased from the historical bottom of 12,500 yuan/ton in July this year to the current 18,500 yuan/ton, an increase of 40 %.
The increasingly stringent sub-environmental protection inspections have forced the clearance of glyphosate production capacity, which is conducive to the improvement of the industry structure. In the future, the effective domestic glyphosate production capacity will be reduced to 650,000-750,000 tons. With the recovery of the global agrochemical industry and the promotion of genetically modified planting around the world, glyphosate supply and demand will continue to maintain a tight balance, and prices are expected to rise further.
Glyphosate concept stocks:
Yangnong Chemical(Quotes600486,Buy): Own The annual production capacity of glyphosate is 30,000 tons, with excellent technology, environmental compliance and stable profitability;
Hebang Biotech(Quotes603077,Buy): The production capacity of glyphosate is 50,000 tons and that of diglyphosate is 135,000 tons. Production has continued to be at full capacity since this year.
Xin’an Shares(Quotes600596,Buy): The company is a leading domestic manufacturer of chemical raw materials. The output of glyphosate raw powder is the second in the world and the third in Asia. 1. Glyphosate is a biocidal herbicide that is widely used in orchards, rubber plantations, mulberry fields and other economic forest fields to weed crops and prevent weeds.
Victory Shares(Quotes000407,Buy): The company’s 96.25%-controlled subsidiary Shengbang Greenfield has a registered capital of 140 million yuan and is mainly engaged in the production of herbicides. Mainly, scientific research and production of agricultural chemicals and fine chemical products supplemented by fungicides and insecticides. There are currently more than 60 varieties in four major categories, mainly including organophosphorus herbicides glyphosate, diglyphosate technical materials and preparations, etc.
Sanonda A(Quotes000553,Buy): The company is a leading enterprise in my country’s pesticide industry, engaged in the production and sales of pesticides and chemical products. The industry enjoys the reputation of “China’s No. 1 pesticide stock”.
Huaxin International(Quotes002018,Buy): The products cover three series of insecticides, herbicides and fungicides, more than 30 technical ingredients and 100 Multiple preparation varieties.
*ST Jianghua(Quotes002061,Buy): The company’s main products are glyphosate, dichlorvos and other pesticide products as well as caustic soda, resin, glycine and other chemical products , one of the largest glyphosate manufacturers in China, glyphosate price is the main factor affecting the company’s performance. The company’s current glyphosate production capacity is 70,000 tons, second only to Xin’an Co., Ltd. among listed companies. In 2010, the company formed a complete set of glyphosate mother liquor treatment technology and completed the development and registration of 33% glyphosate ammonium salt.
Xingfa Group(Quotes600141,Buy): With its own glycine production capacity, the integrated industrial chain has benefited significantly.
Organic silicone concept stocks:
Hong Company’s organic silicon assets optimized resource allocation and still achieved a gross profit margin of 16.15% during the cold winter period of the organic silicon market.
Xingfa Group: After transforming from phosphorus chemicals to silicon chemicals, the company achieved operating income of 10.934 billion yuan in 2013. Its subsidiary Xingrui Chemical has an annual production capacity of 80,000 tons. In February this year, the company stated that it would invest in the construction of an additional 200,000 tons/year silicone monomer project.
Sanyou Chemical(Quotes600409,Buy): Mainly engaged in soda ash and chemical fiber industries, with organic silicon as its subsidiary industry. The company already has a production capacity of 100,000 tons of organic silicon and will build a new 100,000-ton device at the end of 2014. Sanyou Chemical uses 47% of its silicone for its own use, and external sales account for 53%. Data in early August showed that it has an installed capacity of 100,000 tons.�The operating rate is low and inventory is tight.
