The environment of coatings is far different from that of the past. As far as the coating industry is concerned, it is difficult for enterprises to avoid facing the unpredictable market pattern in the process of development. In this regard, coating enterprises need to constantly adjust their own development direction according to their changes and break the shackles of old thinking, so that they can succeed in transformation.
The pattern of coating industry will accelerate the reform
2014 is a year for China to carry out comprehensive and in-depth reforms in economy, politics and society. 2014 is also a key year for the transformation of China's manufacturing industry.
On the one hand, with the country actively promoting energy conservation and emission reduction in the manufacturing industry and setting off a "green" revolution in the household industry, coating enterprises are naturally facing the upgrading and transformation of production technology; On the other hand, with the penetration of Internet thinking and the development of information technology, traditional enterprises are facing multi-directional upgrading of enterprise management mode, marketing mode and production technology; Moreover, in recent years, coating enterprises led by European school have opened the road of listing and financing. All these indicate that the competition pattern of the industry will accelerate the reform in the future.
The current supply and demand pattern of the industry tends to be balanced, and the high boom is still expected to continue. After five consecutive months of downward adjustment, the chemical PPI index has re entered the upward range driven by oil prices since March, and the PPI reached 5.5% year-on-year in May. Since the beginning of this year, the completed amount of fixed asset investment in the industry has shown signs of recovery year-on-year, which means that the prosperity of the industry continues to improve, especially the supply growth trend of the chemical fiber industry is obvious. In the first half of the year, PTA, silicone, acetic acid, soda ash, adipic acid and other products made outstanding profits.
The products with large price increase are mainly concentrated in the sub industries such as acetic acid, silicone, methanol, phosphorus chemical industry, soda ash, nitrogen fertilizer, polyurethane, PA6 and olefins. The products with obvious price difference expansion in the first half of the year are mainly concentrated in PTA, bisphenol A, ammonium nitrate, soda ash and adipic acid. It is expected that the semi annual performance of relevant listed companies will be eye-catching. It is recommended to pay attention to PTA, silicone, acetic acid and adipic acid Polyurethane, soda ash.