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Oct 31, 2008

Rubber industry: more profit warning after bad

With the automobile manufacturing, transportation, and other pillar industries of the national economy's rapid development, China's rubber consumption has been 4 years in a row in the world. 2006 is expected to reach about 3,800,000 tons, the world's rubber consumption market 1 / 5. As a result, China has become the world's largest potential growth market of rubber. But at the same time, with the exception of the United States, Japan, China is the world's third-largest importer of natural rubber by the International Rubber prices have more direct.

Excessive imports, "risk index" call

In recent days, the supply of natural rubber structure of the display contrast, 1-10 months, domestic natural rubber production is 51 million tons of imports compared with 1,320,000 tons, and domestic natural rubber production and imports accounted for the total supply of rubber (1,830,000 tons ) Of 27.8% and 72.2%. In recent years, China's serious shortage of rubber resources, domestic demand for natural rubber for over 60%, domestic demand for synthetic rubber, 40% need to be imported. China's rubber resources has given rise to the status quo and development of domestic and foreign producers of natural rubber, synthetic rubber producer and marketer's attention.

According to the Fuzhou Customs statistics, Fujian this year, imports of natural rubber prices were Xianyanghouyi situation from the beginning of the monthly rise in August reached the highest monthly average price of imports amounted to 2276 U.S. dollars per ton, followed by the average import prices began to decline in October Average import prices fell to 1450 U.S. dollars per tonne, close to the level at the beginning. It is noteworthy that, Fujian imports of natural rubber with the import of natural rubber price volatility and "fluctuation", the highest price in August was also the largest imports for the month, reaching 7269 tons, while prices have fallen sharply in the September and October, Monthly imports also fell, with substantial growth prior to a greater contrast.

According to customs statistics, Zhengzhou, Henan 1 to Oct. points import 68,000 tons of natural rubber, up 16.5 percent, the average import price per ton to reach 2061 U.S. dollars, up 58.8 percent, while imports increased prices and the situation Obvious. Henan natural rubber is the main raw material for industrial rubber, and rubber resources in Henan, driven by demand in this year Henan since natural rubber imports to maintain sustained growth, which in August the average price of imports hit 2370 U.S. dollars per ton of all-time high, is Over the same period last year, 1.7 times. Experts warned that over-dependence on imported easily controlled by others, if the intention exporter of natural rubber control, restrictions on the export of rubber, will be China's tire industry, auto parts, engineering machinery accessories, footwear industries, such as shock waves. As a result, Chinese enterprises should increase investment in technology, in the cultivation, processing technology transformation and enhance natural rubber production, it is also necessary and reasonable control of large enterprises with plastic production scale and avoid blind expansion of investment scale, to prevent the production capacity due to the rapid expansion of the trigger Crisis.

With China's rapid economic development, natural rubber has become the petroleum, iron ore and non-ferrous metals after a major shortage of strategic resources, a rapid increase in demand. Due to China's natural rubber in the international trading loss of the right to participate in pricing power and can only passively accept the price. In this case, the companies failed to fully and effectively to avoid the risk of price fluctuations in the price of imports high but more companies sharply increase the cost of production has been on the domestic tire and rubber shoes with plastic and other major industries than the normal production Big impact.

The main purpose of rubber is used in the manufacture of tires, the total consumption of about 80%. In recent years, from the development of the situation, automobile and tire industry is still very rapid growth. According to the National Bureau of Statistics released the latest data show that 1 in China in October to tire production increased by 18% year-on-year to 3.5785 million, of China's tire production in October than the same period last year increased by 14% to 37,310,000. Which estimated that this year China's total output of tires will reach more than 400,000,000. At the same time, there are institutions this year, China's auto output forecast to reach 7,000,000.

Rubber tree-friendly, rational exploitation of resources

Hainan, according to media reports, for some time, as the price of rubber is better, plans for the moment prolific glue, the reclamation area in Hainan over 10 million mu of rubber was cut predatory looting. Xipei six farms in the Village to see rubber plantation, where everywhere is "full of blood and tears" of the scene. Jiaoyuan here from 2:00 to start tapping, to 7:00 p.m., a full 17 hours glue flow. If we allow this situation to develop, not a year, the rubber tree to tree into a dead skin, then scholaris can no longer producing plastic, it can only "hope tree tears." It was one-third of the market in Long Road, Le yuan to build, and so on down the village to see the garden of plastic, rubber tapping of the young and middle-aged workers is done, there are a number of primary and secondary school students and the elderly, where busy. Village Road, Long said an old man, not labor at home, in order to glue prolific, he had to get up to participate in tapping the middle of the night. The summer holidays, do not understand technology are primary and secondary school students to help out. Here is a little rubber tree tapping according to the norms of conduct, but it is full of scars, "shed tears" for more than scholaris. There are some 34 scholaris secant, and some obvious scholaris left hook with traces of knifed, and some depth of the cut surface has more than 1 cm, and more have been cut into the wood. Danzhou in the region Xiqing, West China, on August 1, and other farms have also found that farmers destructive, predatory tapping phenomenon. According to incomplete statistics, more than 10 million reclamation area-wide rubber trees have been cut destructive looting.

According to experts, said a rubber tree to be 40 years or so to complete its mission, during which the country needs a lot of money to vote, as well as a large number of manual for Culture, and as such no one has been destroyed, really sad ! If this is not stopped, will not be long before there will be a large area of trees dead skin, loss of nearly a year to 20,000 tons rubber.

Association of rubber from the information entered in October, the new resource structure of the rubber, natural rubber is about 210,000 tons, reducing the ring than 50,000 tons, up 10.5 percent, the rate of increase dropped by 5 percentage points. 238,000 tons of synthetic rubber, the ring fell more than 10% year-on-year increase of less than 1%. Although still in its domestic natural rubber production season, but the volume of rubber production has begun to gradually reduce, it is estimated that in October the national natural rubber production in the amount of glue around 80,000 tons, a decrease the previous month, while the synthetic rubber production continues to increase Down. From the National Bureau of Statistics show that in October the national production of tires (including all kinds of tire) 37,310,000, declining 5.6 percent the previous month.

Domestic spot market indicates that the current supply is adequate, and consumption is not strong. According to statistics, from 1 to October natural rubber imports grew 18.4 percent to 1,320,000 tons; synthetic rubber imports rose 22.7 percent to 1,120,000 tons. The reason is the increase in imports, the actual cost of imports lower than the domestic prices of rubber.

As far as Indonesia, "Daily" reported recently, the Association of Indonesian Rubber operators (Gakindo) estimates that since the end of rubber exports decreased by 2% to 3%, but due to rubber prices, the total value of exports of natural rubber is still up to 40 Million. It is reported that Indonesia's rubber exports this year than last year's 2,050,000 tons estimated to have declined by 2%, to about 2,000,000 tons. However, its export value due to the price of natural rubber rose to an average of 2.1 U.S. dollars per kilogram, while raising into 4,000,000,000 U.S. dollars. Last year the average price of rubber is only 1.6 U.S. dollars per kilogram.

On the one hand, the international market price of moving Sasser, on the one hand, domestic consumption of resources but a huge, under such circumstances should be rational production, imports cautious and reasonable consumption. November 29, Shanghai Science and Technology research project "City of used tire recycling technology and complete sets of engineering model" adopted by the Shanghai Science and Technology Organization expert inspection. At present, the first domestic environment-friendly plant of discarded tires have been put into operation in Shanghai, Fengxian, in dealing with the 10,000 tons of discarded tires. According to expert calculations, a discarded tires can be converted into 10% of the flammable gas, fuel oil 45%, 35% and 10% of black wire. Discarded tires in the second form of life, the value of the largest carbon black, 2 tons of oil in order to extract 1 tonne of carbon black. This time, the regeneration of the physical properties of carbon black rubber in full compliance with the requirements and as a raw material supplied to a number of tire manufacturer, a tire - carbon black - tire recycling industry chain shape. Cycle of the industry chain, which is the only way for China's rubber industry.

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