The development of gas prices peep head enterprises to natural gas
Source:China fertilizer Author:Shanyang Time:2014-08-23 Read:505second
In August 12th, the national development and Reform Commission said that non residents to use the stock of natural gas station prices per cubic meter will raise 0.4 yuan since September 1st, with the gas price adjustment measures to suspend the introduction of chemical fertilizer. But according to treasure island survey, the majority of chemical fertilizer enterprises believe that the introduction of price adjustment policy be imperative, the cost of gas enterprises will then head to the southwest led to increase. In the fertilizer industry overall downturn, prices hit a new low in recent years in the industry background, the head part of gas production enterprises will face to stop or bankruptcy.
The first half of 2014 domestic urea increased the actual production capacity of about 1600000 tons, exit the production capacity of 4000000 tons, the total production capacity of 2400000 tons less than at the end of 2013. But some enterprises are still not out of the increased loss of status, only 1-4 months in nitrogenous fertilizer industry a net loss of 1780000000 yuan, the losses of loss making enterprises totaled 4220000000 yuan.
Sichuan Sichuan Chemical
The first half of 2014 an estimated loss of 230000000 yuan -2.6 yuan, the same period last year for the loss of 158000000 yuan
Sichuan Lutianhua
The first half of 2014 an estimated loss of 170000000 yuan -2.2 yuan, the same period last year for a profit of 6890000 yuan
Sichuan Meifeng
The same period in 2013 for a profit of 64010000 yuan, the first half of this year the expected loss 1.2-1.4 billion yuan
Chongqing Jianfeng Chemical
2014 first half of the year to achieve operating income 1686000000 yuan, 7.61% year-on-year decline, a loss of 196000000 yuan. Expected this year 1 to September a loss of 350000000 yuan
The current domestic urea enterprises mainly in coal, gas head enterprise division, while the southwest region with natural gas as raw materials production enterprises. According to the production point of view, using anthracite as raw material enterprises accounted for 55.3%, using natural gas as raw material enterprises accounted for 27.3%, with bituminous coal or lignite as raw material enterprises accounted for 15.9%, other 1.55 of raw materials. At present domestic head of coal enterprises operating rate remained at 68.6%, gas enterprises operating rate of 55.3%.
From the above data, gas companies operating rate accounted for close to half of the proportion, if calculated in accordance with the increase of 0.4 yuan / cubic meter, gas head of urea enterprises will increase the cost of 240 yuan / ton or more directly. In the current situation, some enterprises have very serious losses in the southwest, the cost rise will drive the integration of Southwest urea industry reshuffle, "survival of the fittest" rule must be forced into a part of the backward production capacity out of the army.
The late urea enterprises southwest or difficult, but under pressure ", will be a brave", I believe that through the optimization of the industrial structure, promote industrial quality, improve the structure of the industry chain through the upgrading of products and parts, urea enterprises or will tide over the difficulties.