PTFE, PFA, FEP, PVDF Fluoroplastic products industry experts
The traditional trade model of plastics is no longer in the light.
Classification:
Industry dynamics
Author:
PTFE tube little sister
Source:
PTFE tube little sister
Release time:
2014-08-02
Visits:
"earn money to sell cabbage, with the heart of selling white powder", this sentence is quite appropriate to describe the current situation of plastic traders.
Recently, Mr. Wang of the sales department of a plastic trading company spit out bitterness. "Ten years ago, the profit per ton of plastic trade could reach 500 yuan, or even thousands of yuan. Five years ago, it could earn 200 yuan per ton, but now the profit is almost small, and losses occur from time to time." Mr. Wang said that, especially in the past two years, the profit margin of the plastics industry is very low, and the business environment is not optimistic, and the phenomenon of traders going bankrupt frequently occurs. In order to keep the treatment of high-grade agents, traders can be said to have suffered a lot. Buying high and selling low, and walking at a low price are also the last resort.
Not only that, the current market for traders price response speed also put forward higher requirements. It is understood that in the past two years, the frequency of price fluctuations in the plastics industry has accelerated, but the seasonal trend that was more obvious in the past no longer exists. The market often has the situation that the off-season is not light and the peak season is not prosperous.
In the past two years, petrochemical companies have begun to attach importance to the connection between upstream and downstream, and continuously improve the direct sales rate of products. The role of traders as an industrial buffer zone has been greatly weakened, coupled with the upside-down import profits, the previous model of relying on experience to operate plastic trade has become more and more difficult for traders to do.
In fact, these changes in the plastics industry are actually reasonable in the eyes of most people in the industry. In recent years, the introduction of futures tools, the rapid expansion of production capacity, and the intervention of coal chemical products have jointly promoted certain changes in the plastics industry. On the one hand, after the listing of LLDPE, in stock prices have become more transparent, and the increase in price continuity has reduced the space for market speculation; on the other hand, the continuous expansion of production capacity in recent years has increased the self-sufficiency rate of low-end products, and the stability of the supply and demand balance has increased. The range of price fluctuations has narrowed.
In addition, as an important technological innovation, coal chemical industry has broken the traditional monopoly pattern of naphtha to produce polyolefins. In particular, the cost of coal chemical raw materials is far lower than that of petrochemical industry, which has an impact on the price of polyolefin products produced by traditional petrochemical industry.
Although the price control ability of petrochemical manufacturers is still strong, and the "two barrels of oil" account for the vast majority of the plastic raw material market, it cannot be ignored that once the coal chemical industry is put into production in large quantities, in the field of plastic raw materials, especially general-purpose materials, it will bring a large number of product increments, and the cost advantage of coal-to-olefin also makes it very competitive. As the supply of products in the plastic raw material market is not yet, coal chemical industry and "two barrels of oil" will gain a certain market share in the short term.
In the medium and long term, with the continuous improvement of coal chemical technology, the trend of product diversification is becoming more and more obvious, and the external dependence of domestic middle and low-end sources of goods will be greatly reduced. In addition to the traditional domestic trade by the impact of coal chemical products, import trade or doom. The entry of coal chemical products will accelerate the integration of intermediate traders, and traders who cannot transform will be gradually annexed by large traders or eliminated directly by the market.
"The traditional trade model is obviously unable to adapt to the current market environment, and plastic trading companies will face more severe challenges in the future." A general manager of a plastic products company said that capitalization and specialization are undoubtedly the direction of the transformation of traders. In his view, on the one hand, traders should make good use of plastic futures as a tool to hedge and lock in profits in time when prices seriously deviate from value; on the other hand, they should keep up with the product changes in the market transition period and seize the opportunities provided by coal chemical products.
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