Recently, the fourth batch of central environmental protection inspectors are in full swing in eight provinces and regions including Zhejiang, Shandong and Sichuan. The Central Second Environmental Protection Inspector Group has been stationed in Zhejiang on August 11. According to the arrangement, the stationing time is about one month.

The Central Environmental Protection Inspector Group has achieved full coverage and is the most stringent environmental action in history. Among the eight provinces and districts inspected by the last batch, the inspectors of Zhejiang, a major economic province, were particularly concerned. In the economic map of Zhejiang, the printing and dyeing of Shaoxing, the leather of Haining, the raw materials of Taizhou, and the papermaking of Fuyang Hong Kong stock 00352 are quite developed and have a pivotal position in the country. However, the above-mentioned places have repeatedly exposed pollution problems.

How much is the deterrent of environmental inspectors? What impact has it brought to Zhejiang's characteristic industries? Recently, the Securities Times·e company reporter carried out field visits in Zhejiang Xiaoshan, Keqiao and Shangyu with many questions.

Suspension of shelter from the wind

Starting from Hangzhou, along the Hangzhou Bay Loop Expressway, about one and a half hours drive, you can reach the high-speed exit of Shangyu District of Shaoxing City. The sky is blue! This is the recent feeling of many Hangzhou people. However, when the reporter’s car drove from Hangzhou into Shangyu, the sky had become gray.

The chemical industry is one of the pillar industries of Shangyu. According to public information, in 2015, Shangyu Chemical Industry realized an output value of 61.202 billion yuan, accounting for about 30% of the total industrial output value of the region. However, what is embarrassing is that more than 80% of the chemical companies in Shangyu are concentrated in the intermediate manufacturing process, and the added value of the products is not high. What is more serious is that the exhaust gas collection is not enough.

Shangyu Fine Chemical Development Zone is an important gathering area of ​​Shangyu Chemical Industry. The Shaoxing government official website shows that Shangyu Fine Chemical Development Zone has introduced 115 investment projects in Europe, America, Japan, South Korea, Hong Kong and Taiwan, and 55 domestic investment enterprises, including 7.5 billion yuan of investment, including foreign investment of 140 million US dollars. One of the finest chemical manufacturing bases with the largest scale, the best development prospects and the strongest radiation function.

Shangyu Fine Chemical Development Zone, which is close to Shangyu Port, is an industrial new city developed on the beach of Hangzhou Bay. The current development area of ​​Phase I and Phase II is about to be completed, and the third phase of development is underway. The built-up area is 18 square kilometers. In this development area with an area of ​​tens of square kilometers, large and small factories are mainly arranged in five horizontal and nine vertical. Driving in the development zone, the smell came through the window.

From Weiyi Road to Weiwu Road, the reporter asked no less than 10 companies, and the answers were almost the same. They were shut down and rectified. For example, a dye company told reporters: "There was stopped. The production line on the 8th (July 8th) last month was stopped. Now, the factory is shutting down production and rectification. Those who stayed behind are doing some sporadic things. Do something about hygiene."

At the door of a company producing dye intermediates, the reporter met a truck that was driven out of the factory and was covered with rusty copper and iron. The duty staff here said: "Now the factory is engaged in environmental rectification. The employees have been on vacation a month ago. I still don't know if I can pass the inspection."

In fact, the reporter is no stranger to Shangyu Fine Chemical Development Zone. NHU 002001, attending shares, Zhejiang Longsheng 600352, attending shares and 002,440 shares leap soil, attending shares and other listed companies have production bases in Shangyu Development Zone. Previously, due to the needs of the research, the reporter also visited the development area several times. Compared with the past, the overall feeling of the reporter in the Shangyu Development Zone is that there are fewer people, fewer cars, and tall chimneys, and few smokers. All in all, the entire park is much quieter.

It is close to the Shangyu Fine Chemical Development Zone in Hangzhou Bay, which is nearly half an hour's drive from Shangyu. The development zone has a well-planned layout, and the factory area and living area are distributed. Therefore, whether it is workers living in urban areas or migrant workers from other places, electric bicycles are an essential means of transportation for many workers.

In order to understand the start-up situation of the park enterprises, facing the statement that some enterprises are ignorant, the reporter can only observe the outside of the factory. In the Shangyu Development Zone, many enterprises' parking sheds are built on the side of the gate. Standing on the road, through the fence, it is rare to see the car shed full of electric cars.

A chemical company in the park had a “three shifts” in the previous work system, but since July, it has been adjusted to “two shifts”, and some workers have already returned home. Now, the chemical plant is rectifying while producing. The staff told the reporter: "During this time, because of environmental protection inspectors, many enterprises in the development zone have already shut down the rectification in advance. Although it is not clear how many shut down, but through private contact with other factory workers, fellows, etc., currently There are many companies that stop production in the development zone."

Friends circle "opening up"

Some chemical companies in Shaoxing have the right to speak in the subdivision. In the field of dyes, with Zhejiang Longsheng, RunTu two shares of leading enterprises; and into the new, 600,216 Zhejiang Medicine, clinic shares, is in the field of vitamin subdivision representative enterprises; science and technology 603 181 Real Madrid, attending shares, Zhejiang Branch, respectively It is one of the largest manufacturers of special surfactants and peroxides in China.

The headquarters of Zhejiang Longsheng and Bauxite are located in Daoxu Town, Shangyu District. Changhai Highway connects Daoxu and Shangyu Fine Chemical Development Zone. Daoxu Town is also the hometown of Lu Xun’s land. The scene of juvenile bauxite appears. "There is a golden round moon in the deep blue sky, and the sand below the beach. There are endless green watermelons..."

Lu Xun’s Taoist market left a deep memory in the minds of many people. Nowadays, chemical companies are the pillar industries of Daoxu Town and another gathering area of ​​Shangyu Chemical Enterprises. In 2016, the town owned 35 chemical companies, 7 more than the total number of chemical enterprises in the other 20 townships (streets) in Shangyu District. There are more than 80% chemical enterprises in Daoxu Town, which are concentrated in the manufacturing process of chemical intermediates. The added value of products is low. The phenomenon of “low, small and scattered” still exists, and some need to eliminate backward processes and equipment.

Known as the capital of the world's dye capital, the Shangyu Market is the most concentrated, large and small dyes and intermediates companies, on both sides of Longsheng Avenue and Minshi Avenue. In 2016, the distribution of Zhejiang Longsheng and Bauxite shares and 340,000 tons of reactive dyes accounted for more than 65% of the national dyes. It has become a world-class dye manufacturer. In the vicinity of Zhejiang Longsheng and Bauxite, it is some of the smaller counterparts.

Under the environmental storm, how is the Shaoxing dye industry now? The above two listed companies should have more say. However, the car went to the door of a dye listed company, but the reporter ate a closed door. The company’s secretary-general bluntly said on the phone: “At present, there are some dye companies shut down in Shangyu, but it’s really inconvenient to talk about environmental protection inspectors at this time. It’s hard to talk about any topic.”

Longsheng Avenue and Minshi Avenue are also the gathering areas of dye distributors. On the two sides of the avenue, there are dozens of shops with dye sales cards. These are attached to the dealers around Zhejiang Longsheng and Bauxite, and quite a few stores are closed.

Dye companies are reluctant to say more, but dealers have something to say. Mr. Qi is a dye merchant in Daoxu Town. For the sake of his business, the market stability is best grasped. It turns out that the dye industry will follow the downstream season of the downstream enterprises, and there will be one or two waves every year. But now , environmental remediation too much influence on the market, 603 883 ordinary people, attending stocks do business, simply can not grasp. "

Environmental inspectors who influence the price of dyes have become the focus of discussion among dealers after a meal. Among these dealers, there are several versions of the number of productions of Shangyu Chemicals. First, there are more than 300 enterprises in the region. At present, only 40 of them are working normally. Second, 80% of the chemical companies in Shangyu are currently shut down. The third is the dye company of Shangyu, and only 4 of them are currently in normal production. The statements in these dealers seem to be inconsistent, but they all point to each other. Whether it is true or not, during the interview, there was no official confirmation.

In addition to the upstream companies, dye companies need to pay attention to the downstream printing, dyeing, textiles, fabrics and other companies. In Shaoxing Dyestuff Chinatown, a dealer who claimed to be Zhou’s surname said that his friends circle, from dealers to downstream dyeing factories, fabrics and foreign traders, have recently been talking about environmental protection inspectors.

The downstream demand also affects the sales of dye distributors. Mr. Zhou said that recently, the circle of friends is paying attention to environmental protection inspectors. It is often that the news that several dyeing factories have been shut down in a certain place has not yet subsided, and it will be reported that the water jet loom in a certain place has to be shut down all the way... ... In the current situation, there is no way to judge the customer's goods.

Discontinued VS environmental protection

"Shutdown is not the same as the suspension of production." For the reporters in the Shangyu Fine Chemical Development Zone, the relevant personnel of the environmental protection department of the development zone first corrected the concept to the reporter. According to the above-mentioned EPA, in many people's view, shutting down and suspending production are easy to be confused. However, in the process of law enforcement, shutting down means ban, and the suspension of production is often rectification. After the rectification has been checked, the production can continue.

For the suspension of production in the Shangyu Fine Chemical Development Zone, the above-mentioned EPA officials did not set it. He said that chemical companies are often three high companies, and their production camps are also related to weather factors. For example, some chemical companies will carry out maintenance, maintenance and centralized technical transformation in high temperature weather.

"Since this year, no one company in the development zone has stopped production and rectification, which is caused by environmental factors." In an interview with reporters, the above-mentioned environmental protection departments repeatedly emphasized. According to the introduction, in the solid waste treatment, sewage treatment and atmospheric treatment, Shangyu Fine Chemical Development Zone has a relatively complete infrastructure, so the environmental protection has done a good job. It is also strict in environmental law enforcement. Last year, the bureau was rated as the most law enforcement department in Zhejiang. "As long as there are problems in the environmental protection of enterprises, they will be punished immediately. Therefore, the environment can be protected, and the enterprise can be transformed and upgraded."

"At present, some chemical companies in the development zone have stopped production and rectification, mainly in terms of safety production. The environmental protection department is only involved in law enforcement," said the Environmental Protection Bureau of Shangyu Fine Chemical Development Zone.

It is understood that at the end of June this year, the Shangyu District research and implementation of the "Shandong District chemical industry security production tough battle implementation plan", the establishment of a tough battle leading group, the deployment of security supervision, environmental protection, quality supervision, comprehensive law enforcement and other departments to concentrate on the office, strengthen joint law enforcement Intensity, carry out a joint investigation of carpets in chemical enterprises across the region.

Under the joint investigation of many departments, many chemical companies were ordered to suspend production for rectification. The suspension of production and rectification letters received by a chemical company in Shangyu showed that the company was found to have major hidden dangers in safety production, environmental management, special equipment management, illegal construction, fire safety and approval, and on-site management during the joint law enforcement inspection process. And the problem, so was asked to suspend production on July 1st. The units that are listed include safety supervision, environmental protection, quality supervision, comprehensive law enforcement, and fire protection.

At present, how many chemical companies have stopped production in Shangyu? The local government department is quite vigilant about the visit of journalists. In summary, the management committee of Shangyu Fine Chemical Development Zone reported to the government of the district after collecting the reporter's questions, and the Shangyu District Government reflected the problem to the higher level government because it is currently in a special period. After waiting for a few days, the reporter did not wait for the answer.

In fact, from the situation report of the local functional departments, we can see the importance attached by the local government to this environmental protection inspector. The situation of the Animal Science and Technology Center in Shangyu District shows that in the near future, in order to welcome the inspection team of the Central Ministry of Environmental Protection to Zhejiang, and to meet the work arrangement of the on-site headquarters of the Central Environmental Protection Supervision Coordination Contact Group, the Shangyu District Agriculture and Forestry Bureau attached great importance to it on August 9th. During the 12th period, the overall investigation of aquaculture pollution in the whole district was carried out.

Chain shock

Shaoxing is a city built on cloth. In this famous city in the south of the Yangtze River, dyes, printing and dyeing, textiles and clothing industries have a considerable position in China and the world. The deepening of environmental protection inspectors has made all aspects of the local pillar industry fermenting.

The suspension of production of Shangyu Chemical Company has made dye companies a pioneer in this wave of price increases. Since the end of July, the price of disperse dyes has risen sharply for three consecutive times. Taking the distributed black ECT 300% as an example, on July 27, the market price was raised from 24 yuan/kg to 26 yuan/kg, and on August 3, it rose to 30 yuan/kg, and on August 18 it was raised to 35 yuan/kg.

After the printing and dyeing industry in Shaoxing experienced the rectification at the beginning of last year, the number of enterprises has decreased, and the concentration of the industry has increased. During this year's environmental inspection, the fate of large-scale enterprises and small and medium-sized dyeing factories is very different. Prior to this, some dyeing factories in Jiangsu Wujiang, Shengze, and Shishi, Fujian have been discontinued in advance, and now many local dyeing factories in Zhejiang have been discontinued. This year's Shaoxing's some powerful dyeing factories have been in the peak season from September of the previous year to August this year.

In Shaoxing Paojiang Development Zone, a person in charge of dyeing enterprises pointed out that the sewage treatment device outside the window told reporters that the sewage treatment device had spent more than 40 million yuan to get it. In Shaoxing, many small and medium-sized dyeing enterprises have fallen into the process of environmental protection and industrial upgrading because they have no money or are reluctant to invest. This year, although it is also environmentally friendly, the company has been able to continue production because the emission standards have been met.

Under normal circumstances, 15 days is the delivery date of many dyeing factories to fabric manufacturers. However, the early arrival of the peak season has caused industry routines to break. Today, delayed delivery is increasing. "Now, Air China shares 600 987, if not diagnosed shares acquaintances, without warning, they do not take out orders the clerk." Ms. Yu made responsible for foreign trade said.

Ms. Yu is engaged in foreign trade for more than 10 years. She receives foreign trade orders, and the single item is generally around $10. If everything is normal, I can earn more than $1. However, if the dye factory delays delivery, it will directly delay her shipping time. If the delay is too long, she must change the shipping to air. And by air, the cost of a single piece of clothing is often reduced to $1. In this way, a business is done, she not only does not make money, but even loses money.

In the face of changes in demand and raw materials, the dyeing factory in operation has naturally adjusted the price. In the Shaoxing area, dyeing plants began to appear. Among them, the notice of price adjustment of a dyeing factory in Keqiao shows that in recent days, due to the continuous increase of dyes and additives, the cost pressure has increased. According to the company's requirements, the unit price of dyeing fees for white embryos is now adjusted: up to 0.05 kg. Yuan / m; 300 kg or more rose 0.1 yuan / m.

In the third quarter, it is the traditional sales season for dye companies. Nowadays, with the increase in product prices, dye companies are naturally beneficiaries. However, there are indications that the extent of the benefits of dye companies does not seem too optimistic.

Taking Bauxite as an example, the company expects net profit of 600-700 million yuan in the first nine months, up 36%-59% year-on-year. In other words, in the third quarter of this year, the company's single-quarter net profit was 200 million to 300 million yuan. In the second quarter of this year, the company's single-season net profit reached 240 million yuan. In the traditional peak season of the industry, and the market sales of some products rose by nearly 50%, the company's third quarterly forecast net profit is indeed not worthy of happiness. At the same time, under the precursor of the product price increase, the six supervisors of the Boiler Co., Ltd. issued a reduction announcement on the evening of August 22, with a total reduction of 19.84 million shares, accounting for 2.59%.

Going back to what you saw and heard in Daoxu Town, there are dozens of shops selling dyes on both sides of Longsheng Avenue and the earth. There are quite a few shops that are closed.

Mr. Yu, who runs the dye business in Shangyu, said, “Volume is the key.” Taking disperse black as an example, the ex-factory price of dye companies is now 35 yuan, but the current market price is about 32-33, so dye companies are also playing in dealers and dyeing factories. Enterprises are buying up and not selling, but in the face of rising dye prices this year, many dye factories are very cautious about the market outlook.

Speaking of the environmental protection inspection team to Zhejiang, Mr. Qi unconsciously thinks about the environmental protection rectification before and after the G20 Hangzhou Summit. Before the G20 summit last year, many chemical companies, including dye companies, also stopped production due to environmental problems. As a result, the price of dyes rushed to rise. However, after the end of the G20 summit, dye prices plunged as companies resumed production. "In our warehouse, the batch of goods that went forward at the G20 summit last year has not been sold yet. At that time, the purchase price was 40 yuan/kg, but now the market price is around 30 yuan/kg." Mr. Yu said.