Low carbon economy and building energy efficiency into the direction of developm
Solar Net HC A low carbon economy global warming become a hot topic. At present, China has become the largest emitters of CO2 (CO2 emissions in China in 2008 accounted for 20% of the world, and the United States flat; in 2009 China's per capita emissions have reached the world average), 2007, China Pan Chemical industry CO2 emissions account for industry
40% of national emissions, so the chemical industry must take energy-saving Reduction Important responsibility. Achieve a low carbon economy through source control, process control, end of treatment in three main ways to achieve, which contains investment opportunities in our main summarized nuclear energy, Electric cars Industry chain, such as external wall insulation.
Main means of renewable sources of governance Energy Development, mainly wind, solar, nuclear, etc. New Energy . Unstable wind and solar in addition to other unstable, its polysilicon manufacturing energy-intensive, for now, wind and solar power can only be a complement of new energy, nuclear energy is expected to become the subject of new energy sources.
Governance means the process of production and consumption of energy. The approach mainly deals with the issue of energy efficiency, according to the data show that China's industrial energy consumption, higher than the international advanced level by about 30%. The use of coal resources is the most efficient way of coal for power generation, compared with coal power generation, coal oil, coal hydrogen, coal gas, coal chemical project is not any efficiency. Reference to the U.S. three times to find alternative sources of energy experience in hydrogen storage technologies such as the problem is not successful, causing global food prices because of ethanol and other issues into question the feasibility of the actual return to the traditional electric power became the third try, if the United States insisted on the traditional power industry, electric vehicle industry chain will contain a vast room for growth. Specific to the industry, we believe that the battery, electrolyte, electrolyte, cathode material and other industries for growth.
More than 50% of our energy from the building, Building energy efficiency Mainly used in external wall insulation (MDI, polyether), a special glass and other fields. Although the exterior wall area of PU had the best overall performance, but because of current building energy efficiency policy implementation up a process, EPS, etc. Insulation material There are certain markets. If 65% of future policy implementation standard, PU insulation is good, small footprint, less material will be fully embodies the advantages (in Beijing needs 8 to 10 cm EPS, polyurethane as long as 3 to 5 cm. Coldest place in Harbin need EPS15 ~ 20 cm, polyurethane, is only 8 to 10 cm), in addition to polyurethane polyurethane combustion is difficult to flow, another important advantage.
90 years since the high-margin specialty chemicals to change the situation, economic globalization, industry competition, production shifted to Asia, after the trend of making low-cost high-margin specialty chemicals industry, the situation changed. The current specialty chemicals, some areas of mature or saturated region, such as fuel, paints, etc. Textile Chemicals, plastics and rubber processing additives, oilfield chemicals, processing chemicals, photographic chemicals, paint and coloring agents, and electronic chemicals, food additives, feed additives, adhesives, paper and chemicals are still in rapid development.
Paint, ink, dye / pigment: Small quantity, industry concentration is not high; Chinese enterprises to produce mainly low value-added products, international sales of high value-added products; the industry affected by the price of raw materials large, the industry's profit margin remained at 5% decline in the low-end products, brand-name companies to shorten product life cycles.
Paint: paint output of China reached 9.113 million tons in 2009, architectural coatings produced 2.6167 million tons. Large number of small manufacturers, low concentration, the total sales by 2008 10 companies accounted for 12.5% market share, most companies average annual output value of 100 million, more than 50 million yuan less than 3%. Market share of foreign-funded enterprises is 45%, mainly domestic enterprises to industrial coatings, the basic quality of their products to catch up with international competitors, but the domestic manufacturers in the automotive paint, green construction coatings still a gap. Industry's future development will focus on infrastructure and new industries, the product will be higher energy requirements of environmental protection, industry shuffling will be accelerated. Excalibur shares of listed companies [26.113.45%] in solvent-free coatings will have wide space.
Dye / pigment: in 2009, China's dyestuff production reached 1.839 million tons, accounting for 55% of world output, of which about 40% for export; organic pigment production reached 185,000 tons, intermediate output of 600,000 tons. Dyes, pigments, intermediates production to 160 million tons, according to first in the world, accounting for 60% of world production; size of about 500 more than the number of firms, most manufacturers similar products, low-tech; industries will expanding domestic demands, the whole industry, not much room for growth; the industry average profit margin is very stable, and the control of the industry leading profit margins and new entrants have strong barriers; related companies: engage in reactive dyes, disperse Zhejiang Longsheng, Zhejiang leap soil, in dyes, Zhejiang Longsheng, Chuanhuagufen, Zhejiang Runtu.
Ink: 2009 ink product output in China reached 51.5 million tons, 351 enterprises of industrial output value 20.9 billion yuan, total profit reached 1.3 billion. Trade size and there is more than 800, mainly in the economically developed Pearl River Delta, Yangtze River, Bohai Bay, Jiaodong, etc.; China ink industry overcapacity in general, but to continue to adjust product structure, 50% of our ink products industry are offset ink, printing the owners want to use a traditional solvent-based inks, on behalf of the future direction of the industry's water-based ink in our late start, the current account for only 7% of the total industry, the future of a great room for development, representatives of listed companies : Denon Group.
Electronic chemicals: electronic chemicals with strict quality requirements, environmental cleanliness of the storage package shipped demanding, fast product renewal, development and investment into a large, high technology, a relatively small amount and so on; China 2008 E more than 150 chemical enterprises, production reached 240,000 tons (including chemicals, silicon and solar cells), the annual production value of about 20 billion yuan, the overall technological level has reached the late 90s of last century and this century Chu Chu international advanced level; Chinese products in short supply, demand 50% dependent on imports, even low-end market, profit margins are more than 30%, and some high-quality companies can even reach 50%; "15" period, the average annual growth rate of industry output value of more than 20% are the scope of the national strategic emerging industries, and become the fastest growing chemical industry, one of the most dynamic sectors; on behalf of listed companies: health
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