The latest data from SunSirs shows that glyphosate has shown an upward trend since the fourth quarter of last year, rising from 18,000 yuan/ton in October to 25,500 yuan/ton in January, an increase of 41.6%; in addition, the price of organic silicon has increased since July this year. The historical bottom of 12,500 yuan/ton has risen to the current 18,500 yuan/ton, an increase of 40%.
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: It has an annual production capacity of 30,000 tons of glyphosate, with excellent technology, environmental compliance, and stable profitability;
Hebang Biotechnology: The production capacity of glyphosate is 50,000 tons and diglyphosate is 135,000 tons. Production has continued to be at full capacity since this year.
Gardens, mulberry gardens and other economic forest land, crop weeding, weed control.
Victory Shares: The company holds 96.25% of its subsidiary Shengbang Greenfield with a registered capital of 140 million yuan. It is mainly engaged in agricultural chemicals and fine chemicals, mainly herbicides, supplemented by fungicides and insecticides. Research and production of chemical products. There are currently more than 60 varieties in four major categories, mainly including organophosphorus herbicides glyphosate, diglyphosate technical materials and preparations, etc.
Sanonda A: The company is a leading enterprise in my country’s pesticide industry, engaged in the production and sales of pesticides and chemical products, and enjoys the reputation of “China’s No. 1 pesticide stock” in the industry.
Huaxin International: its products cover three series of insecticides, herbicides and fungicides, more than 30 original drugs and more than 100 preparation varieties.
*ST Jianghua: The company’s main products are glyphosate, dichlorvos and other pesticide products as well as caustic soda, resin, glycine and other chemical products. It is one of the largest glyphosate manufacturers in China. The price of glyphosate is The main factors affecting company 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: It has its own glycine production capacity and the integrated industrial chain has benefited significantly.
Organosilicon concept stocks:
By optimizing the allocation of assets and resources, the company still achieved a gross profit margin of 16.15% during the cold winter period of the silicone 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: 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 sells 53% to external parties. Data in early August showed that the operating rate of the 100,000-ton unit was low and inventory was tight. <!–
