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

게시됨: 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

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
SHFE 아연 가격 고점에서 횡보, 하류 수요 약세로 현물 거래 위축
16시간 전
SHFE 아연 가격 고점에서 횡보, 하류 수요 약세로 현물 거래 위축
더 보기
SHFE 아연 가격 고점에서 횡보, 하류 수요 약세로 현물 거래 위축
SHFE 아연 가격 고점에서 횡보, 하류 수요 약세로 현물 거래 위축
[상하이 정제 아연 시장] 이번 주 SHFE 아연 선물 가격은 고점에서 횡보했으며, 전반적인 중심 가격은 전주 대비 뚜렷하게 상승했다. 비수기인 가운데 하류 업체들의 전반적인 주문은 부진했고, 고가에 대한 지속적인 부담으로 주간 아연 잉곳 구매 수요는 약했다. 주간 현물 거래는 전반적으로 부진했으며, 트레이더들의 판매가 어려워 현물 프리미엄은 하락했다.
16시간 전
닝보 아연 시장, 완만한 수요 속 안정적 공급과 견조한 프리미엄 유지
16시간 전
닝보 아연 시장, 완만한 수요 속 안정적 공급과 견조한 프리미엄 유지
더 보기
닝보 아연 시장, 완만한 수요 속 안정적 공급과 견조한 프리미엄 유지
닝보 아연 시장, 완만한 수요 속 안정적 공급과 견조한 프리미엄 유지
[닝보 정제 아연 시장] 이번 주 닝보 시장은 전반적으로 현물 공급이 충분했고, 상인들의 매도 호가가 비교적 안정적이었으며, 전반적인 현물 프리미엄 변동은 크지 않았다. 수요 측면에서는 하류 합금 공장의 주문이 아직 크게 개선되지 않았으며, 아연괴 현물 구매는 주로 실수요에 그쳤고, 시장 거래는 보통 수준이었다. 다음 주 닝보 현물 프리미엄은 횡보세를 이어갈 것으로 예상된다.
16시간 전
중국 항만 아연 정광 재고, 전주 대비 3만6,000톤 감소한 24만4,000톤
16시간 전
중국 항만 아연 정광 재고, 전주 대비 3만6,000톤 감소한 24만4,000톤
더 보기
중국 항만 아연 정광 재고, 전주 대비 3만6,000톤 감소한 24만4,000톤
중국 항만 아연 정광 재고, 전주 대비 3만6,000톤 감소한 24만4,000톤
[항만 아연 정광 재고] 이번 주 중국 주요 항만의 SMM 아연 정광 재고는 실물 기준 총 24만 4,000톤으로 전주 대비 3만 6,000톤 감소했으며, 팡청강항 재고가 주요 감소분을 차지했다.
16시간 전
Competition in the second half of the zinc oxide industry is much fiercer than in the first half - Shanghai Metals Market (SMM)