The impact of environmental protection strong winds such as heating season limitation and production, has made steel, chemical, cement, electrolytic aluminum and other industries severely tortured again. Industry insiders believe that the steel market will be another turbulence by the end of the year, and prices may continue to push up. The production of staggered cement may lead to negative growth in production in 2017, and the chemical industry is showing a polarized trend. The number of scattered small chemical plants and small products companies is extremely large, which will be the focus of environmental supervision. The elimination of these companies is eliminated from It is good for the entire industry in the long run.

Since the Eighteenth National Congress of the Communist Party of China, the reform of the ecological civilization system has been placed in a prominent position to comprehensively deepen the reform work. In September 2015, the Central Committee of the Communist Party of China and the State Council issued the "Overall Plan for the Reform of the Ecological Civilization System", and the top-level system design in the form of "1+N" began. Since then, a series of supporting policy documents related to the reform of ecological civilization have been reviewed and approved by the central deep-reorganization meetings. Since this year, environmental protection-related policies such as the “Working Plan for Air Pollution Prevention and Control in Beijing, Tianjin, Hebei and the Surrounding Areas 2017” have been intensively promulgated. At the same time, the Central Environmental Protection Supervision has achieved full coverage of 31 provinces, autonomous regions and municipalities, and has promoted the resolution of a large number of prominent environmental problems .

Below this, the place also moved. Hebei Province, a major steel province, proposed that Baoding, Langfang, and Zhangjiakou will create a “steel-free city”, Zhangjiakou will basically achieve a “no-mining city”, and Zhangjiakou, Langfang, Baoding, and Hengshui will strive to achieve a “no coke city”. "A number of environmental protection policies are superimposed, and there are few steel-producing enterprises." Yi Yi, editor-in-chief of Jinlianchuang Metal Industry, told reporters from the Economic Reference News.

However, strong environmental protection is still coming. According to the "Beijing-Tianjin-Hebei and Surrounding Areas 2017 Work Plan for Air Pollution Prevention and Control", "2+26" urban industrial enterprises will have peak production during the heating season. The cement and foundry industries have comprehensive peak shift production. Except those who undertake the tasks of people's livelihood, all peak shift production in the heating season. Since September 15, the Ministry of Environmental Protection has launched an atmospheric inspection of Beijing, Tianjin and Hebei and its surrounding areas in autumn and winter. This inspection is aimed at enterprises and governments involved in the air pollution control of the "2+26" cities in autumn and winter.

Easy believes that the steel market will be another turbulence by the end of the year, and prices may continue to push up. Taking the rebar price as an example, there will still be upside of 200-300 yuan/ton in the later period. But we need to be cautious about chasing up.

Jiang Chao, an analyst with Haitong Securities, said that in 2016, 28 cities accounted for 1/5 of the country, while the national cement output in the first seven months of 2017 increased by only 0.3% year-on-year, so staggered production may result in negative output growth in 2017.

From the perspective of the chemical industry, Wang Zhenxian, editor-in-chief of Jinlianchuang Energy and Chemical Industry, said that at present, my country's chemical companies are showing a polarization. The major bulk chemical production is concentrated in the hands of large private enterprises such as three barrels of oil and local refining. The supporting environmental protection measures of these enterprises are generally relatively complete. Due to the large impact on the local economy and social impact, the impact of environmental inspections is limited. On the other hand, there are a large number of scattered small chemical plants and small-scale production enterprises, and there is a long-term lack of supervision. This part of enterprises will be the focus of environmental protection supervision. Environmental protection inspections have been positive for chemical companies for a long time, and the policy threshold can eliminate some of the relatively inefficient small enterprises.

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