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2012年上半年农药原药供应或将总体偏紧,价格高位运行,最主要有四大因素影响:第一,环保影响产能。环保部制定的《农药建设项目环评技术导则》即将出台,特别是各省市对化工园区和化工企业的监管及处罚更加严厉。在农药生产大省江苏、山东,很多化工园区企业就处于停产或半停产状态,就连一些上市企业也由于环保压力产能远远释放不足。几乎所有农药企业都要加大环保设施和运营的投入。近年来国内很多农药原药企业都面临安全、环保原因
In the first half of 2012, the supply of pesticide raw materials will generally be tight and the price will be high. There are mainly four major factors that affect the supply of pesticide raw drugs: First, the environmental impact of production capacity. The “Guidelines for Environmental Impact Assessment of Pesticide Construction Projects” formulated by the Ministry of Environmental Protection will come forth soon. In particular, the supervision and punishment of chemical industry parks and chemical enterprises by provinces and cities will be more severe. In the major pesticide production provinces of Jiangsu and Shandong, many chemical park enterprises are in a state of halted production or semi-shutdown, and even some listed companies are far from being released due to environmental pressure. Almost all pesticide companies should increase investment in environmental protection facilities and operations. In recent years, many domestic pharmaceutical companies are facing pesticide safety, environmental reasons