2008年3月13日星期四

912 traditional businesses

( traditional-Chemical70.326Besides, company is one10010 thousand16010 thousand tons of urea productivity, the plan enormous type of vassal state of household management supported mainly is chemical to produce base. Company'sly place the Sichuan basin of the rich resource of natural gas, it has obvious district position resource advantage. Leading product"The"Urea"National"And"The national"As"Sichuan"Urea product market share always holds"3 farmings"Problem more and more gets the attention of country. Early stage has enacted some guarantees successively the agricultural industry of our country continued development, as well as promote measure and the related policy that agriculture increases production , peasant increases revenue , the kind grain initiative of masses of peasant gets maximum raising, the domestic market demand of chemical fertilizer is vigorous, profession prosperous degree is promoted constantly, is estimated2007In year, urea price

70.326( traditionalCompany is one of nation-wide10010 thousand16010 thousand tons of urea productivity, the plan enormous type of vassal state of household management supported mainly is chemical to produce base. Company'sly place the Sichuan basin of the rich resource of natural gas, it has obvious district position resource advantage. Leading product"The"Urea"National"And"The national"As"Sichuan"Urea product market share always holds"3 farmings"Problem more and more

70.321( traditional2007In year, company will strengthenCompany in1Cover2010 thousand tons2007In year, establish in 3 quarters to go into operation. Company's investment Ning the purchase of the summer big project of chemical fertilizer has been close to end, after purchasing completion, company builds positive input. Besides, company's plan is invested in2.46100 million Yuan expands

70.31370.313Lu day912): Company belongs to the profession10010 thousand160The productivity of 10 thousand tons of urea is now nation-wide biggest urea production enterprise, the plan focal point of vassal state of household management of enormous type chemical base and the west region country of our country that supported mainly encourages the industry of development. Company's leading product"The"Urea"National"And"The national"As"Sichuan", the urea product profit80% above, urea product market

( traditional61.207Reporter knows on DecemberAmount to production the excellent score of 15.3023 million tons of urea product meets to go into operation the joyous time of 30 anniversary, have achieved the urea production of our country to install to amount to the record with highest output. ThisCentury on cover since the urea installation of the one of 13 sets of big installation of chemical fertilizer of 70 decade that our country at the same time introduces goes into operation from 1976, Lu day melts to insist autonomous innovation , carry out technical reformation constantly for it, especially 2004 Lu day melts to adopt the equipment and technology that has proprietary intellectual property increase production for install to have energy-saving function technical reformation, make producing per year go to 600 thousand tons from 480 thousand tons of promotions at the same time, energy saving falls to consume , is remarkable, the special honor that gets the Chinese industrial association of nitrogenous fertilizer is known as"Eat thorough import of foreign". In which, two new-type equipments get the practical new-type patent certificate that the State Intellectual Property Office issues. Besides, still have 3 applications the urea production of national invention patent new technology is trying.

61.207( traditional4, march to the northwest

銆€銆€< xml:namespace prefix=st1 ns="urn:schemas-microsoft-com:office:smarttags"/>< chsdate w:st=on isrocdate=False islunardate=False day=26 month=8 year=2006>2006Year8Month26Day< chsdate/>, company2.12The chemical100%Stock right, therefore4410 thousand7610 thousand2008In year, Beijing holds Olympic Games2009Year4Month gets the2009Reach

The profession of chemical fertilizer is the high profession of energy consumption, because in chemical fertilizer, the producer goods of first big product urea comes from petroleum, natural gas and coal. The energy distribution of our country is concentrated mainly in northwest and northeast, therefore when the development of northwest region chemical fertilizer profession meaning is major, this returns not only is becauseThere are rich energy in northwest, urea production cost is lower , is still example because of the transportation of the industrial policy preferential chemical fertilizer of our country, with urea, country stipulates1000Price is the23.4It/TonTogether50It/Ton, the natural gas126It/1000 kilometers is higher than the transportation cost of urea , the air that loses evidently the product that has better to lose , the enterprise with coal as raw material exists also to transport coal , have better to transport the phenomenon of product.Additionally, prompt beautiful plentiful friend is located in the alluviation plain of Yellow River, have the agricultural economic foundation of origin, it is high that chemical fertilizer uses quantity, the local ability of digestion urea product is very high, prompt beautiful plentiful friend again is Ning the biggest enterprise of chemical fertilizer of summer, its brand has in local peasant heart better accept to know degree. Therefore, Lu day melts to purchase prompt beautiful plentiful friend may develop cost advantage fully, become bigger in terms of both size and influence.

銆€銆€5, urea profession

銆€銆€1, classification

銆€銆€2, world urea

銆€銆€( 1), world urea total produce need balance, but different region discrepancy is maximum: American, West European, Asian and ocean continent drops behind demand , Canada, Latin America, East Europe, Russia, Middle-East and Africa offer superfluously.

銆€銆€3, the urea profession

銆€銆€2005The annual488810Comparatively2004Increase6.8%, in which3,575.910 thousand6.6%, urea1,994.910 thousand3.7%.2004In year, the4,577.1710 thousand2003Year is16.2%. In which3,352.9610 thousand14.6%. Again1,923.5210 thousand10.78%.

Urea production has remarkable scale[The production of urea has 3 kinds of method: It is angry and first ( is taking natural gas as raw material) , first coal( is taking coal as raw material) , first oil( is taking petroleum as raw material)]The scale of urea10010 thousand6010 thousand6010 thousand36The synthetic ammonia scale of 10 thousand tons. Foreign urea produces can more and more concentrate in few tycoon is on hand, and the domestic concentration of urea production has not high degree, professionCR10(It10Domestic biggest)Is25%. Current700Have only in29Domestic large6The medium-sized installation more than 10 thousand tons is also below 100 sets, large scale enterprise nearly matches with the market share of medium and small businesses, it been raising constantly that however as scale is economic to develop , the urea profession of our country concentrates degree( show as above)

(3) ,Chinese urea is not only the main

銆€銆€The manufacturing ofIt is the main force of the professionThe country manufacturing58.07%, take profit63.3%The profit ability

銆€銆€4, the product

Show as picture, the major product price1500-1550It/Ton, south market1550-1600It/Ton.6Year10Month , the urea30%Fall15%, It is expected that export quantity

The reform of chemical fertilizer of distribution system is the focus that the profession of chemical fertilizer pays attention to recently , it counts 3 embodiment gists if National Development and Reform Commission expresses that should reform scheme: Protect peasant interests through mending directly; The market price of adjusting control reduces government intervention; Create the environment of a fair competition for the enterprise of chemical fertilizer. Reform will pass step by step way develop step by step, in certain period, country will still adopt supportive policy for the enterprise of chemical fertilizer , prevents that the profession of chemical fertilizer appears to big rise and fall , at least guarantees that scheme is enacted afterwards80%Enterprise

銆€銆€5.2007In year, 4 domestic factors

(1).Chinese agriculture is faced

銆€銆€< chsdate w:st=on isrocdate=False islunardate=False day=8 month=2 year=2004>2004Year2Month8Day< chsdate/>The State1File" the opinion about promoting22Strip. Include: Concentrated force measures to support main grain producing area , develop grain industry, promoting kind grain peasant increases income; Drive forward agricultural structural adjustment continuously, excavation agriculture inside increases revenue potentiality; Develop 2 or 3 countryside industry, widen peasant to increase revenue the specific measures such as channel.5Year two Conferences is development agriculture puts in first-class important problem, when land lose the China with many persons to develop agriculture necessity makes the demand of chemical fertilizer increase further, especially the increase of agricultural structure that adjustment is helpful for chemical fertilizer to use quantity , the market of chemical fertilizer of our country is faced with vigorous market demand.

銆€銆€(2).AgriculturalPrice rising is

Our country is biological dense type agriculture, agriculture increases production for chemical fertilizer rely on degree is very high, present annual chemical fertilizer uses quantity to fold is pure to reach430010 thousand tons1/3It is first to(Contain)Take agricultural20%Above2003Year since, the price of agricultural product last go up raise directly make peasant income increase , make its initiative put in for agricultural production rise. Our country is also that one possesses9The agricultural large country of the peasant of 100 million, it cannot be appraised that every peasant raises the increase that whole country measures with fat quantity with fertilizer. Produce aspect, energy and the price rising of industrial chemicals and the requirement of country for environmental protection again make the plenty of little factories of chemical fertilizer stop production , so the product of chemical fertilizer drop behind demand effect had been more and more magnified , urea is the most major kind of chemical fertilizer, the other same product the same operation of chemical fertilizer when profession growth peak.

(3).Do good to on

ThoughThe policy1650It/The highest price limit of ton, but form a complete set have enacted cancel the enterprise value-added tax of chemical fertilizer and the preferential transportation of chemical fertilizer , use a series of favorable measures such as the preferential price of natural gas to chemical fertilizerIt is taken off that the enterprise of chemical fertilizer of our country, on policy whole, does good to the condition that is larger than fraud , whole profession enters the growth with rich profit peak.

Near future, the Chinese industrial association of nitrogenous fertilizer will appear in the newspaper about" the report that the large and medium-sized enterprise of nitrogenous fertilizer relieves policy investigation condition nation wide for the price of chemical fertilizer" National Development and Reform Commission. " should report " point out , when being concerned with chemical fertilizer, the policy adjustment of this important merchandise is former, relevant national sectors solicits opinion conscientiously to business circles, attention and the concern of embodying for the large enterprise of chemical fertilizer, and the overall train of thought of relieving price is basically feasible. For the fat price machine made reform of adjusting control, the domestic large and medium-sized enterprise of nitrogenous fertilizer suggests: Fat price( major is urea) should be relieved first; Every preferential policy does not cancel temporarily, reserve have transitional period; To macro-control vigorously , establish and improve the subsidy mechanism of country for peasant, when opportunity cancels gradually after ripening , is for the preferential policy of the profession of chemical fertilizer.At present2000It/Under the international urea price of ton, relieving urea price cancels preferential policy to be very much helpful for the production enterprise of chemical fertilizer, because their selling price can be promoted500It/Ton, cancel the cost250It/Ton, so, this policy a but conducted productionThis policy

銆€銆€(3).The industrial agricultural development

On the one hand the production of chemical fertilizer needs occupation plenty of energies, the mutual fight energy of industry and agriculture makes energy supply tend to the tense price of chemical fertilizer more therefore goes up considerably. On the other hand, industrial development makes the numerous enterprise of chemical fertilizer produce quality keeps up with to international level, higher internationalization fat price again makes the enterprise of our country when export returns tax to change for export the condition of levying taxes export plenty of high quality fat supplies still , make domestic chemical fertilizer supply tense general layout to aggravate further , meltFat profession output, income and

6, develop prospect

Along with our country"3 farmings"Problem more and more gets the attention of country, near future has enacted some guarantees successively the agricultural industry of our country continued development and promote agriculture to increase production the related policy and measure that peasant increases revenue , the kind grain initiative of masses of peasant gets maximum raising, the domestic07-08In year, urea price will be still in higher.

Estimate6YearEPSMay0.79It, 7YearEPSIs0.9It

銆€Major

銆€銆€1, policy7Annual company's1650It/Ton

銆€銆€2007In year, country may relieve urea price control,

銆€銆€2,7Annual company's10%

Company's new system composes ammonia10010 thousand160The productivity of 10 thousand tonsChineseGeneral solely angry field the windpipe line that loses alters by Shandong to Shanghai, can alleviate river angry supply pressure, Lu day melts , Sichuan America is plentiful , river melts etc. company will be benefited , because of them always since air feed deficiency can not the problem of full load operation may get solution. Estimate2007Produce160*1.1=17610 thousand2006Increase10%8May continue2009YearCompany purchases100%Stock4410 thousand7610 thousand tons of urea25210 thousand
61.012( traditional61.012Ning the 3th set big project of natural gas of chemical fertilizer of summer is approved by National Development and Reform Commission key construction project. Project estimated total investment value is 1500 million Yuan, will build scale of production to produce per year 450 thousand tons of synthetic ammonia and 760 thousand tons of urea productions to install. Since various reason and this project are in construction yet, expect. Domestic biggest urea production enterprise Lu day melts to take the post of this project recently, and have promoted project to start building to build.

( traditional60.8161, about its

In this year, whole world is dry, America produces country mainly as wheat, since arid many local harvests surely drop; The population large country that can be self-sufficient before Indian this one, prepare to import wheat; China provides steadily because of plenty of natural disasters and grains to surely get influence. Under this kind of condition, the demand of urea can surely increase , price is definite and strong, so clear the year after next Lu day melts time of the etc. enterprise of chemical fertilizer surely goes well.

Heart person may go to use Lu day melts(Though, total output), then, see this year again, you may know that the unit selling price of urea has risen amount. It is had only that producing a ton of urea since natural gas increases cost the cost that brings , go up90Money control Yuan, you compare one again, sell price with the urea of this year in year, should understand that it is true that so-called natural gas increases cost the news that causes profit to drop , because the rise of urea price is larger.

If still do not believe Lu in day melts< chmetcnv w:st=on unitname=g sourcevalue=151 hasspace=False negative=False numbertype=1 tcsc=0>151 Gs< chmetcnv/>River the sales and output that melts unit price, why scale of production is not as good as Lu day the river that melts melts may digest the disadvantage of the increase of natural gas factor realization profit increases substantially, Lu day melts on the contrary can not?

60.4032 ,6In year, the profession

銆€銆€6In year, chemical fertilizer is let to beg amount to realize basic balance, at the same time, in this year, country will adopt measure continuously , stabilizes the production of chemical fertilizer and the control export of chemical fertilizer , ensures that market supply and price are basically steady6The annual price

Is in the aspect of policy , national continuity uses for the production of chemical fertilizer news implement preferential electricity price; Do not levy urea product value-added tax continuously temporarily; Continue doing not receive railway construction fund for the railway transportation of chemical fertilizer; Continuing suspend , is for urea , Lin 2 sour ammonium , Lin the export of sour a ammonium returns tax; Export for urea to levy seasonal tentative tariff1To9Month30%Tax10To12Month15%Carry out.05-06In annual trade depression of chemical60510 thousand80010 thousand tons. Is other, China for chemical fertilizer wholesale and retail prices, still carrying out enter to sell to lack the form managements such as rate, batch zero bad rate or highest price limit, it must not be exceeded in principle that chemical fertilizer makes the comprehensive operation from factory to retail to lack rate7%. For placing in the urea continued implement of the large scale enterprise production of nitrogenous fertilizer of central price catalog, government guides price, producer price goes up superficial range from10%Rising15%, take

60.306According2001Year2005Year5Year in, Lu day melts group431.510 thousand696.610 thousand"95"Period36.03% and41.24%. Especially"15"End2005Annual synthetic99.810 thousand161.310 thousand"95"End has13.81% and12.96%, have achieved Lu day"15"DurationStart40For years, the promotion range


"15"Duration, Lu day melts the policy that group company insists to promote the technical level of traditional industry with new and high technology , carry out technical reformation and technical innovation energetically , implement the big production of chemical fertilizer one after another to installHaveIncrease production"Two"Technical2 shellsThe focalMakeProject, and complete the big big particulate urea installation transformation and nitre district ice machine system of chemical fertilizer in succession to reform , in big chemical fertilizer and the urea wind of chemical fertilizer chooses installation transformation , Jie acid Xian amine installation member distillation system transformation and development nitre ammonium zinc production technology and each big installationInstrumentSince control system transformation, making major chemical production install to realize increase produce can , the goal that raises quality and reduces consumption, adjustment product structure and promotion equipment technical level. The especially big production of chemical fertilizer installation energy saving increases production skill alters project, creation domestic similar installation same scale skill alters the minimum new record of time, composing ammonia produce can from3410 thousand4510 thousand4810 thousand6010 thousandEnergyDrop6%, reach domestic and international

銆€銆€
At the same time,110The kilovolt skill of transformer substation alters and fires coal the projects such as boiler heat supply, for chemical production, safe, steady long period operation offers the reliable guarantee of electric power , has at the same time realized the more economic steam systematic run mode with higher benefit, ensure the high and stable yields of chemical installation.

銆€銆€
5Year in, Lu day melts to grasp"Ox nose", reinforcing completely toTrain, raising is operating , repair"15"Duration, Lu day melts group"On 100th," 34. Day China company's2001Year2004Run one270Day200Day, Lu day melts the2003Year is200In day, the2004Annual breakthrough40It had better be recorded

銆€銆€
At the"15"Duration, Lu day melts34.710 thousand2010 thousandCarbinol7.7810 thousand6.710 thousand1.4210 thousand"95"It has the raising

51.229Now, Lu( 912)Having held stock right in Chengdu to divide put reform investor meet-and-greet and net on alternating meeting, company's high pipe is managed for that company produces , share alters scheme and future development strategy has carried out frank communication with investor.
Company's chairman of the10010 thousand16010 thousand4.510 thousand410 thousand1110 thousand tons of productivity is the biggest production enterprise of nitrogenous fertilizer of our country. He shows , the future strategy of company is when rammer really the foundation of the main business of chemical fertilizer goes up , focal point develops chemical industry. In the aspect of chemical fertilizer, strengthen the advantage position of nitrogenous fertilizer , enlarge the proportion of phosphate fertilizer and potash fertilizer , make company at the same time possess the compound fat comprehensive productivities such as nitrogenous fertilizer, phosphate fertilizer and potash fertilizer; In chemical aspect, key development is taking the company's advantage resource chemical engineering of natural gas as key chemical product, and increase Lin the intensity of chemical and coal chemical engineering. To realize established strategy, company will adopt the merger and acquisition, investment construction and network and adjustment of product structure to extend 4 aspect measures , in future two years, in the product income of company, chemical fertilizer will take1/2, it is1/3Proportion.4010 thousand1010 thousand2.5101-4Cubes the chemical projects
50.12 thousand Sichuan-Sichuan It is(Reporter)銆€18DayLu day melts 3 big1, 4-Cubes 2 pure projectsThe sweet road
The big skill3.5100In last12Month2Day isHave created domestic similarLu day melts the synthetic1500TonUrea daily2000TonThe decrease6%Maintain the;The chemical1.7100< chsdate w:st=on isrocdate=False islunardate=False day=25 month=11 year=2003>2003Year11Month25Day< chsdate/>ApprovalOnly the timeAnd in11Month28Day entersHave begun; 110The kilovolt total500010Have7MonthIt is most advanced110Kilovolt
Total16.3100 million4010 thousand1010 thousand1, 4-Cubes 2 pureAlso is west chemicalBig carbinol project4100Day China1, 4-Cubes 2 pure1.4100
銆€銆€2004YearLu day melts28.9100Profit5100Creation happens LuRealize"It is sold in"Development

40.402Lu day912[Quotations-Information]) the stronger competitiveness in main camp synthetic ammonia and urea that has in the profession of chemical fertilizer, for years, though, the market of chemical fertilizer competes pretty, is intense, but company always maintains higher level and stabilize by business Ji. The domestic price of chemical fertilizer goes continuously is high, this firm which is puting this product production above everything else is benefited from this, the net profit and income of main business when2003Annual appearance

Company now8010 thousand124The productivity of 10 thousand tons of urea is nation-wide biggest urea production enterprise, the plan focal point of vassal state of household management of enormous type chemical base and the west region country of our country that supported mainly encourages the industry of development.2003In year, company's80.1110 thousand129.4910 thousand2,151,847, 631.56It is first,596,610, 261.28It is first. From recent announcement,50%The preferential2004In year,250010 thousand Yuan
31.23 thousand( traditional31.23 thousandLu day912):Since2003The profession of nitrogenous fertilizer10The rising of the month price of agricultural product makes the price of all for nitrogenous fertilizer expected have occured greater change. Though, the high price of nitrogenous fertilizer appears normally in each year's springBut at present in trade depression,, 11The price of nitrogenous fertilizer of50-150It/Ton is high200It/Ton, present1420-1550Yuan between,1480-1600It/Ton between.2004The annual nitrogenous fertilizer of China produces can be still in relative low valley, this will make such price pick up , have no trouble back at home, the quotations of nitrogenous fertilizer lasts to is good, a lot of share achievements are generally betterUnder the increasedThe kind of stock company of nitrogenous fertilizer is overall to be benefited , therefore the board piece of nitrogenous fertilizer is faced with , is new to develop opportunity, recently, rise abruptly probably completely. The resource feature of natural gas of the one of important raw material of chemical fertilizer of our country has decided that now, cost is the well mouthes of southwest region such as river change basin0.17It/m3, than firewood, reach0.3It- - 0.5It/m3It is low obviously. It is been470It/km3, is lower480It/km3Chemical fertilizer use angry price. Therefore now place the angry first stock company of nitrogenous fertilizer of southwest region the stronger competition possessed advantage. In which Lu day melts as one of angry first companies of nitrogenous fertilizer very competitiveness

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