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    Home > Agriculture News > Pesticide News > Faced with the limit of environmental protection, the change in the pesticide industry pattern enters the countdown

    Faced with the limit of environmental protection, the change in the pesticide industry pattern enters the countdown

    • Last Update: 2022-02-24
    • Source: Internet
    • Author: User
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    Since the fourth quarter of last year, with the tightening of environmental protection and the further deepening of agricultural supply-side reforms, pesticide companies and related sectors have also become hot spots in the capital market
    .
    The reporter learned from a high-level office of the Pesticide Industry Association that the deadline for the pesticide industry to issue pollutant discharge permits is within the last two months, after which law enforcement inspections will be carried out
    .
    In the future, companies that have not obtained the certificate will be required to suspend production, and the pattern of the pesticide industry has entered a countdown before a round of major changes
    .
    ? Pollution permit system changes the pattern of the pesticide industry? In accordance with the implementation plan of the pollutant emission control permit system issued by the General Office of the State Council in November 2016, full coverage of fixed pollution sources will be achieved step by step by industry, and will be the first to issue pollutant emissions to thermal power and paper industry enterprises In 2017, 15 key industries and enterprises in industries with overcapacity will complete the issuance of pollutant discharge permits.
    By 2020, this work will be basically completed nationwide
    .
    The pesticide industry is one of the 15 key industries mentioned above
    .
    ? "At present, 958 of the more than 2,200 pesticide companies nationwide have applied for pollutant discharge permits.
    Jiangsu has the largest number
    , followed by Shandong .
    Of these, more than 450 have obtained permits
    .
    Due to time constraints and review procedures, Companies that have applied for but have not received the permit will delay for at most one or two months, and it will be impossible
    .
    If the enterprise has not obtained the access documents within the promised period, the permit will not be issued permanently
    .
    It is expected that the latest In March of this year, all eligible companies will get the certificate, and the companies that do not declare will definitely be shut down
    .
    " The above-mentioned association executives said
    .
    The executive also revealed that in the first half of this year, the Ministry of Environmental Protection will carry out a "look back" pollutant discharge permit enforcement inspection and is currently compiling enforcement guidelines
    .
    In the future, companies that have not obtained the certificate will be required to suspend production, and non-compliant companies will lose their competitiveness, all of which mean that the pattern of the pesticide industry will face major changes
    .
    ? "At present, it seems that the implementation of this system will be stricter, and it will become the basis for the environmental protection department to enforce the law
    .
    " One of the creators of the system, an expert from the Nanjing Academy of Environmental Sciences, told reporters
    .
    ? Integrated pesticide companies benefit? In the eyes of the above-mentioned associations, the "2+26" urban environmental protection inspection last year was only a temporary supervision measure, and the pollution discharge permit system is a long-term impact supervision system
    .
    It is a good thing for formal enterprises if the pollution permit system and environmental protection requirements can be strictly implemented
    .
    "From the situation in 2017, this is indeed the case.
    As long as companies that can produce normally can make money
    .
    From the perspective of foreign conditions, this system has a long-term positive effect on the development of the entire industry
    .
    Companies can clarify the requirements of the government, and the government is in environmental protection.
    Law enforcement will also be more fair
    .
    ” He said that the environmental protection policy will not be relaxed this year, but the impact on the industry will not be as great as in 2017
    .
    It is expected that the entire 2018 will be more beneficial to pesticide companies that have invested a lot of environmental protection facilities in the early stage
    .
    ? Researchers said that last year the overall price of pesticides rose by an average of more than 20% to 30%, which partially doubled.
    It is expected that the performance of related companies since the fourth quarter of last year will exceed market expectations
    .
    In addition, from the perspective of both supply and demand, the pesticide supply side will continue to be restricted due to strict environmental protection supervision, and the demand side will be relatively rigid and gradually recovering.
    Therefore, the current profitability situation is sustainable and is expected to continue to improve.
    It is expected that there is an opportunity for the entire industry to increase valuations.

    .
    ? The National Agricultural Technology Center previously organized relevant experts to discuss the occurrence trend of major crop diseases and insect pests in 2018.
    Based on factors such as the occurrence base of plant diseases and insect pests, crop layout, planting system, and climate trend, it is expected that the overall occurrence of major crop diseases and insect pests in China in 2018 will be heavier than normal.
    , The cumulative occurrence area is about 5 billion mu times
    .
    ??? Analysts of Caitong Securities said that the domestic agricultural environment is gradually improving, the prices of commodities such as corn are picking up, and the reports of overseas listed companies are also improving
    .
    Therefore, the pesticide industry as a whole will maintain a relatively good business climate this year
    .
    The investment direction is still in companies with integrated advantages, core competitiveness, and long-term representation of the future of China's pesticide industry
    .
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