磷化学产业的企业动态

2014年8月末时刻，中国的上市磷化学企业全部发表了2014年的半年报告，不过，约半数承担损失。Luxi Chemical Group Co., Ltd. (Luxi Chemical)的净利到2014年前期与去年同期比较减少25.14％，Anhui Liuguo 的净利与去年同期比较以1,446.14％减少为负1,522万美元遭巨额的损失。

本报告提供中国的磷化学企业的过去数个月的企业动态详细分析、企业的主要趋势。

第1章 概要

第2章 企业动态

• 9月
  • 中国的上市阻燃剂企业
  • Hubei Longxiang 跟WIT签订技术开发协定契约
  • Shaanxi Shanhua 开始新的PA浓缩设备
• 8月
  • Jiangsu Yoke 变更产业、商业登记
  • Zhaotong Tianhe 停止生产
  • Luxi Chemical的净利2014年前期与去年同期比较减少25.14％、其他
• 7月
  • Mianzhu经济开发区朝向磷产业发展与AsiaPhos合作
  • Anhui Liuguo 对Anhui Zhongyuan投资973万美元增资额
  • Anhui Liuguo 2014年前期受到巨额损失、其他

图表一览

The whole Chinese phosphorus industry chain is in decline at present and players in it are trying best to improve their business performance.

As of the end of Aug. 2014, all the listed phosphorus chemical companies in China released their 2014 semi-annual reports, but about half of them suffered losses. Luxi Chemical Group Co., Ltd. (Luxi Chemical)'s net profit down 25.14% YoY in H1 2014; Anhui Liuguo suffered huge losses in H1 2014, with its net profit of -USD15.22 million, down 1,446.14% YoY.

Since H2 2013, the pressure of economic downturn has increased. Lots of industries were involved in the shadow of overcapacity, and this was also a growing problem in phosphorus chemical and phosphate fertilizer industries. In addition with the gloomy international price in phosphate fertilizer market, China's export of phosphate fertilizers faces huge difficulties, and prices of nearly all phosphorus chemical products are way down.

This industrial background has affected much on the companies' decision. Yunnan Yuntianhua Co.,Ltd. (Yunnan Yuntianhua) released that one of its subsidiaries, Yunnan Zhaotong Tianhe Co., Ltd. (Zhaotong Tianhe) suspended its production because of its great losses in recent years.

However, different from the traditional phosphorus chemical industry, fine chemicals industry still has promising prospects in China. Many companies are actively expanding their industrial chain to a more precise way. Zhejiang Wansheng Co., Ltd. (Zhejiang Wansheng), China's second flame retardant company, is about to be listed, and this listing will enhance Zhejiang Wansheng's status as a leader in the flame retardant industry. Sichuan Mianzhu Economic Development Zone signed a contract concerning the second-phase deep-processing project of phosphate with AsiaPhos in Singapore, aiming to extend Mianzhu's phosphorus chemical industrial chain to a more refined level.

As phosphorus resource's non-renewable characters, guaranteeing abundant phosphorus ore supply is necessary for China and Chinese phosphorus chemical enterprises. Anhui Huaxing Chemical Industry Co., Ltd. (Anhui Huaxing) increased capital to its subsidiary Anhui Huajian Chemical Co., Ltd. (Anhui Huajian), which will accelerate the construction of Anhui Huajian's PCl3 project so as to achieve the raw material support and supply to improve Anhui Huaxing's industrial chain.

Based on these backgrounds above, this report had listed the detailed companies' dynamics in the past three months and analyzed deeply to show the major trend of Chinese phosphorus chemical players.

Table of Contents

1 Overview

2 Company dynamics

• 2-1 Sept.
  • 2-1-1 China's second flame retardant company to be listed
  • 2-1-2 Hubei Longxiang signed technological development agreement with WIT
  • 2-1-3 Shaanxi Shanhua started new PA concentration device
• 2-2 Aug.
  • 2-2-1 Jiangsu Yoke changed industrial and commercial registration
  • 2-2-2 Zhaotong Tianhe suspended production
  • 2-2-3 Luxi Chemical's net profit down 25.14% YoY in H1 2014
  • 2-2-4 Hubei Sanning output first batch of qualified products from nitro- and S-based compound fertilizer project
  • 2-2-5 China cooperated with Uganda to launch major mining project
  • 2-2-6 Guizhou Xinxin acquired four phosphorus chemical enterprises in Kaiyang County
  • 2-2-7 Anhui Huaxing increased capital to Anhui Huajian to accelerate construction of PCl3 project
• 2-3 July
  • 2-3-1 Mianzhu Economic Development Zone cooperated with AsiaPhos to develop phosphate industry
  • 2-3-2 Anhui Liuguo invested USD9.73 million in Anhui Zhongyuan as capital increment
  • 2-3-3 Anhui Liuguo suffered huge losses in H1 2014
  • 2-3-4 Kingenta Norsterra put nitrocompound fertilizer project with capacity of 600,000 t/a into production
  • 2-3-5 Guiyang Sinochem-Kailin's two scientific projects passed identification
  • 2-3-6 Jiangxi Liuguo introduced autumnal marketing strategy in North China
  • 2-3-7 Yunnan Kingenta transferred 38% equity of Yunnan Zhongzhen with USD4.18 million
  • 2-3-8 Yancon Lunan completed transformation and upgrading
  • 2-3-9 Stanley's actual controller pledged part of equity

List of tables:

• Table 2-1 Company dynamic in phosphorus chemical industry in China, Q3 2014