Competition in the second half of the zinc oxide industry is much fiercer than in the first half

Telah Terbit: Oct 10, 2019 19:14
At present, the domestic zinc oxide industry has a serious overcapacity, with an average operating rate of 60%-65%. The order and standardization of inter-industry competition still need to be solved and improved, the industry is facing severe environmental pressure, automobile production and marketing data are not good, Sino-US trade war continues to ferment, terminal single continues to weaken, all the way down, market competition is becoming more and more intense, far from over.

After the implementation of the new national standard, but also experienced the environmental storm, the zinc oxide industry seems to usher in the second half of the challenge.

In the first half of the year, the high price of zinc fell back, but the falling trend of zinc slag of zinc oxide raw material lagged behind, and the price was still high. How should zinc oxide enterprises seek better development?

Although it is impossible to predict what kind of competition we will face in the second half, we seem to be able to sit down and explore the opportunities and challenges of the zinc oxide industry together and look forward to the road of follow-up development!

The competition is becoming more and more fierce, and the development of enterprises is in trouble.

Poor data on automobile production and sales

The Sino-US Trade War continues to ferment

There is no difference in products, and the competition is fierce.

Scattered upstream and downstream, long circulation chain and high cost

.

So, where should the development of zinc oxide enterprises go?

Indeed, there are some problems in the development of zinc oxide industry. When we face these difficulties and bottlenecks, we must clarify our thinking, change our ideas and keep pace with the times. As zinc oxide enterprises and industry colleagues, green chemical industry, essential safety, leading technology, management norms, integration with the social and economic development environment, consistent with the legal system, is the source of the development of the industry.

At the China Zinc oxide Industry chain Trading Summit, downstream enterprises such as polyrubber tires, ceramic glazes, feed, varistors, magnetic materials, catalysts, phosphating solution, zinc stearate, and so on, can jointly explore the development and potential demand of the downstream market of zinc oxide, and enjoy zero distance communication and cooperation with buyers!

When we talk about zinc, what exactly are we focusing on?

As a member of the zinc industry, when we pay attention to the dynamics of the zinc industry, what exactly are we paying attention to?

Economic prospects, recovery, output, inventory. When it comes to zinc, we have a lot of data, but in the end, we're all talking about one thing: the trend of zinc prices.

Yesterday, the US reported a lower-than-expected monthly rate of growth in wholesale sales in August, and a series of economic data, including 7.051 million JOLTS vacancies in August, showed that the economic outlook had darkened, affecting the trend of zinc prices.

SMM exclusive survey data, in-depth analysis of the future trend of zinc prices and zinc oxide raw materials and downstream market consumption, zinc prices are expected to be 18800 yuan-19000 yuan / ton, but it is difficult to break through the Wanjiu barrier.

There were many challenges in the second half, and the market risk was difficult to guard against.

Compared with the situation of the industry a few years ago, the competition in the zinc oxide industry is becoming more and more fierce, and the market risk is gradually rising, so the zinc oxide enterprises have higher requirements for the prevention of market risk.

The financial derivatives developed by SMM is also a hedging strategy and risk management tool tailored for enterprises. It not only helps enterprises to further strengthen market management, to a certain extent, but also to achieve effective prevention of market risks.

At that time, SMM sincerely invites you to gather the "2019 (Seventh) China Zinc oxide Industry chain Trading Summit" in October. From the perspective of industrial environmental protection policy, supply and demand market, price trend, macro environment, technological innovation, hedging and so on, in-depth discussion of the opportunities and challenges of the zinc oxide industry.

In addition, at the meeting, we jointly launched a brainstorming session on the theme of "Zinc Challenge, Zinc thinking, Zinc Development" to discuss how the zinc oxide industry can find a way out among the thorns!

More senior experts interpret the evolution of Sino-US trade disputes after the G20 summit, taking you an overview of the international trade situation and the trend of the global economy in 2020!

We look forward to you.

Participation

2019 (Seventh) China Zinc oxide Industry chain Trading Summit

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
Indeks Dolar AS Tetap Tinggi, Terus Menekan LME Zinc karena Pusat Harga Bergeser Lebih Rendah [Ringkasan Rapat Pagi SMM Zinc]
22 menit yang lalu
Indeks Dolar AS Tetap Tinggi, Terus Menekan LME Zinc karena Pusat Harga Bergeser Lebih Rendah [Ringkasan Rapat Pagi SMM Zinc]
Baca Selengkapnya
Indeks Dolar AS Tetap Tinggi, Terus Menekan LME Zinc karena Pusat Harga Bergeser Lebih Rendah [Ringkasan Rapat Pagi SMM Zinc]
Indeks Dolar AS Tetap Tinggi, Terus Menekan LME Zinc karena Pusat Harga Bergeser Lebih Rendah [Ringkasan Rapat Pagi SMM Zinc]
[SMM Ringkasan Rapat Pagi Seng: Indeks Dolar AS Tetap Tinggi, Menekan Pusat LME Zinc Lebih Rendah]: Semalam, LME zinc dibuka pada $3.798,5/mt. Setelah pembukaan, LME zinc berkonsolidasi di sekitar rata-rata harian. Pada sesi sore, LME zinc bergerak turun, mencapai titik terendah $3.734/mt, kemudian memantul secara fluktuatif, mencapai titik tertinggi $3.835/mt mendekati penutupan, dan akhirnya ditutup naik pada $3.831,5/mt, naik $27/mt, atau 0,71%...
22 menit yang lalu
Fundamental menunjukkan faktor bullish dan bearish, zinc SHFE terus berkonsolidasi [Komentar pagi zinc SMM]
23 menit yang lalu
Fundamental menunjukkan faktor bullish dan bearish, zinc SHFE terus berkonsolidasi [Komentar pagi zinc SMM]
Baca Selengkapnya
Fundamental menunjukkan faktor bullish dan bearish, zinc SHFE terus berkonsolidasi [Komentar pagi zinc SMM]
Fundamental menunjukkan faktor bullish dan bearish, zinc SHFE terus berkonsolidasi [Komentar pagi zinc SMM]
[SMM Komentar Pagi Seng: Faktor Bullish dan Bearish Sama-sama Ada di Fundamental, SHFE Seng Terus Konsolidasi] Semalam, kontrak SHFE seng 2611 yang paling aktif dibuka di 26.220 yuan/mt, awalnya menyentuh tertinggi 26.290 yuan/mt, kemudian melemah setelah pembukaan, menyentuh terendah 26.025 yuan/mt selama sesi, sebelum memantul dari level terendah mendekati rata-rata harian, dan akhirnya ditutup naik di 26.170 yuan/mt, naik 25 yuan/mt, atau 0,1%, dengan volume perdagangan meningkat menjadi 56.441 lot.
23 menit yang lalu
[Ulasan Mingguan Seng] SHFE Seng Memantul dari Level Terendah karena Pasokan Bijih yang Ketat Mengimbangi Tekanan dari Ekspektasi Kenaikan Suku Bunga The Fed dan Pelemahan LME
14 jam yang lalu
[Ulasan Mingguan Seng] SHFE Seng Memantul dari Level Terendah karena Pasokan Bijih yang Ketat Mengimbangi Tekanan dari Ekspektasi Kenaikan Suku Bunga The Fed dan Pelemahan LME
Baca Selengkapnya
[Ulasan Mingguan Seng] SHFE Seng Memantul dari Level Terendah karena Pasokan Bijih yang Ketat Mengimbangi Tekanan dari Ekspektasi Kenaikan Suku Bunga The Fed dan Pelemahan LME
[Ulasan Mingguan Seng] SHFE Seng Memantul dari Level Terendah karena Pasokan Bijih yang Ketat Mengimbangi Tekanan dari Ekspektasi Kenaikan Suku Bunga The Fed dan Pelemahan LME
[Ekspektasi kenaikan suku bunga The Fed AS dan pelemahan LME menekan seng SHFE, sementara ketatnya pasokan bijih mendukung pemulihan dari level terendah] Kontrak seng SHFE 2611 dibuka pada 26.180 yuan/mt pada sesi siang, naik tipis ke 26.200 yuan/mt pada perdagangan awal, kemudian turun ke level terendah 26.005 yuan/mt. Setelah memantul dari level terendah, harga bergerak sideways dalam kisaran sempit dan ditutup pada 26.145 yuan/mt, turun 65 yuan/mt, atau 0,25%. Volume perdagangan turun menjadi 47.162 lot, dan open interest turun 3.474 lot menjadi 123.000 lot......
14 jam yang lalu
Competition in the second half of the zinc oxide industry is much fiercer than in the first half - Shanghai Metals Market (SMM)