Leading Enterprises Arrange Troops To "Divide Up" Viscose World.

The productivity and scale of viscose staple fiber industry in China have increased rapidly in recent years. A prominent feature is that the concentration of viscose industry is further improved. Statistics show that the industry "leading" enterprises have obvious advantages in scale. The annual production capacity of Tangshan Sanyou group, Zhejiang Lida, Sai Deli chemical fiber, Yibin silyya group, Shandong Yami chemical fiber, Jiangsu Jiangsu technology, Jiangsu Xiangsheng viscose staple fiber is 500 thousand tons, 500 thousand tons, 460 thousand tons, 300 thousand tons, 280 thousand tons, 260 thousand tons, 260 thousand tons respectively.

At present, there are 21 viscose enterprises in China, of which 19 are viscose staple fiber enterprises. In 2015, the output of viscose fiber in China was 3 million 441 thousand and 900 tons, an increase of 87.57% over 2010, with an average annual growth rate of 13.41%, of which 3 million 258 thousand and 600 tons of viscose staple fiber were produced. In the first half of this year, the output of viscose staple fiber in China was 1 million 614 thousand and 600 tons, an increase of 10.37% over the same period last year. At present, the annual output of viscose staple fiber enterprises with an annual output of more than 500 thousand tons accounts for about 27.81% of the total output of the viscose industry.

In the last two years of the market downturn, polyester fiber, nylon And other industries are facing the pressure of production capacity, downstream demand is not strong, product prices, profits significantly reduced or even losses, but subject to environmental protection The impact of some factors such as capacity discontinuation, backward production of viscose, and market supply and demand structure have been improved. Since 2015, the market of viscose staple fiber has been showing a "good showing" overall situation in the first half of 10%.

In August, for example, the price of 1.5D viscose staple products at the end of 8 was 16450 yuan / ton, and the total increase was 600 yuan / ton, or 3.8%. The price of 1.2D viscose staple products at the end of 8 was 16660 yuan / ton, and the total price rose by 610 yuan / ton, or 3.8%. Statistics also show that in January ~6, the gross profit of viscose industry was 4 billion 455 million yuan, up 6.89% compared with the same period last year, while the total profit of polyester industry dropped by 10.33% compared with the same period last year. Nylon industry The total profit fell by 6.05% compared with the same period last year, and the total profit of the spandex industry dropped by 52.15% compared to the same period last year.

The performance of viscose "leading" listed companies is even better. In the first half of the fiscal year, in January ~6, Sanyou chemical industry achieved a revenue of 7 billion 346 million yuan, an increase of 12.88% over the same period last year, achieving a net profit of 294 million yuan, an increase of 55.01% over the same period last year. Australia technology achieved 2 billion 206 million yuan in revenue, an increase of 17.20% over the same period last year, achieving a net profit of 94 million 299 thousand and 100 yuan, an increase of 120.67% over the same period last year. It is worth mentioning that with the Sino Thai chemical spanformation of Xinjiang into a wholly owned subsidiary of the company, and the alar Heng Tian Hailong to form a shareholding, China and Thailand chemistry in Xinjiang viscose industry layout continued to strengthen.

After the completion of the project in Xinjiang, 400 thousand tons of viscose fiber production capacity will be achieved. At the same time, with the integration of 80 thousand tons of viscose fiber and 100 thousand tons of cotton pulp production line of alar Xinnong chemical fiber, and through technical spanformation and new construction, the production of viscose fiber will reach 300 thousand tons for Alar Fraser Lida. In the first half of this year, the output of viscose staple fiber in China and Thailand was 184 thousand and 700 tons. According to the overall development plan, China and Thailand chemistry hopes to realize the layout of 900 thousand tons of viscose production capacity through mergers and acquisitions and expansion in the north and south of Xinjiang.

In addition, Sai Li Li still has the expansion plan. In August this year, it announced the purchase of 1 million tons of new equipment to expand production, and the total investment of the new project is expected to exceed 10 billion yuan. In 2017, China's short sticky industry is expected to increase its capacity to 120 thousand tons, and the industry will continue to maintain steady growth momentum. From the above point of view, the overall demand in China also holds the potential for progress and development. It can be predicted that along with the layout of these "leading" enterprises, the concentration of viscose staple fiber industry will continue to improve, and the market will be further integrated.