改变中国的五大趋势

CHINA’s chemical industries are rife with change. Environmental preservation, governmental priorities and an underlying priority to be more competitive on a global level are spawning innovation, stronger companies and emphasis on quality formulations. The China Crop Protection Industry Association (CCPIA) is collaborating with industry working groups to monitor capacity and production to ensure supply correlates to global demand.

设施升级、工业园区

With increasing public awareness of environmental safety, quality and preservation, as well as the government’s promotion of reduction of energy consumption and waste discharge, pesticide manufacturers must be more vigilant about their facilities. In recent years, regulatory officials have escalated their enforcement and closing of facilities that fail to meet effluent discharge standards. According to the 12th Five-Year Plan released in the beginning of 2012, new site applications for pesticide manufacturing should be located in chemical parks with updated manufacturing systems, and formulation producers are moving to areas that have accessible transportation systems and access to markets.

更新的分子、配方

自 2007 年禁用包括甲胺磷在内的剧毒有机磷农药以来,更换这些化学品的需求一直是当务之急。去年6月,农业部、工业和信息化部等五部委联合发布公告,停止苯线磷等10种产品的生产和销售。另有12种剧毒产品已被列入黑名单,预计经最终审核分析后将被禁止。

业界越来越重视环保剂型,如水基农药剂型、水乳剂、悬浮剂、水分散粒剂、微胶囊悬浮剂等,越来越成为主流。这些新型制剂产品的产量和应用不断增加,而乳油等传统制剂的产量却在下降。在减少农药制剂中有毒溶剂和助剂的使用方面也不断取得进展。

更强大的公司

Consolidation in the agrochemical industry has been identified by both government and enterprise as an important and necessary path for strengthening enterprises’ ability to compete on the global stage. Since 2008, mergers and acquisitions have accelerated, and many enterprises like Shenzhen Iprochem, Lier Chem, Zhejiang Wynca, Yangnong Chemical, Chongqing Huapont and Sinochem conducted successful mergers with small- and medium-sized enterprises. The most influential merger was ChemChina, which purchased a controlling stake in Israel’s Makhteshim-Agan for $2.4 billion in 2011.

2012年,中国政府将继续鼓励企业通过合资、兼并、重组等方式形成大企业。除了规模较小的企业之间的洗牌外,一些工业巨头和上市公司也将发挥主导作用,推动整合进程。相信未来几年将会有更多涉及较大交易的并购活动。

更具竞争力的公司的创建,加上设施要求的升级,将使一些较小的公司被淘汰。

以创新为战略目标

Chinese enterprises have realized the importance of technology innovation and are willing to invest more in research, development and process management. In 2011, the Strategic Federation of China Agrochemical Enterprises on Technology Innovation was established, which promotes enterprise-led innovation in China’s pesticide industry. Many of its members showed great interest and progress on the patent application, especially in the area of product mixtures.

就某一特定产品品种而言,深圳诺毒等一些著名公司在中国拥有的专利数量比六大巨头还多。

In 2012, with the government’s encouragement of more innovation, the industry is developing a plan to create GLP capacity that has mutually recognized data standards to further the accessibility of Chinese brands in the export market.

制成品出口

配方产品出口额首次超过原药出口额。这说明了中国生产商的优先事项和行业指导委员会的战略目标。

2012年,作物保护投入品行业将日益放眼全球,特别关注巴西和阿根廷等发展中国家。因此,我们认为中国农药出口将继续增长。经过几年的发展,深圳艾博化学、宁波泰德、山东彩虹等中国农药企业通过设立新工厂和出口产品,在海外市场证明了自己的实力。

The traditional target markets for China’s agrochemicals are East Asia and South America, while the North American, Australian and European markets are seldom entered due to the high barriers to entry or trade barriers. However, China’s agrochemicals have made significant progress in entering these more mature markets in recent years.