Environmental protection storm | 17.6 million non-standard factory closed at the end of September, the price surge opened!
Release time:2018-11-30 Publisher:The latest news from the environmental protection inspector: The Central Second Environmental Protection Inspectorate Inspector Zhejiang Provincial Work Mobilization Meeting was held in Hangzhou. From August 11th to September 11th, the Central Environmental Protection Inspector Group officially entered Zhejiang to start work. This also indicates that all enterprises in Zhejiang will face the environmental supervision of the Central Environmental Protection Supervision Team within the next month, which means that they will face the risk of being restricted, suspended, and shut down.
The environmental protection has not yet begun, and the paper packaging industry in Zhejiang has begun to make noise! The paper industry claims to have money and can't buy paper. The corrugated board factory that produces cartons has issued a fifth price increase letter this month. Really, a chaotic chaos is a mess.
Zhejiang: Electroplating enterprises basically stopped production
Yiwu Environmental Protection Bureau of Zhejiang Province said that due to the high cadmium content of alloy raw materials, in order to control cadmium pollution, it is ordered that some electroplating enterprises in this city will implement the notice of suspension of production and rectification, and they are notified that the enterprises will stop production and rectification from now on. It is reported that Yiwu low-temperature zinc alloy (zinc-cadmium alloy) has basically stopped production. In addition, the unexperienced electroplating enterprises in Ouhai District of Wenzhou City have also received notice that production will be stopped unconditionally from August 18, and production will be granted after acceptance. A new round of environmental protection was launched in Zhejiang Zinc downstream enterprises.
Taizhou: Thousands of companies in the electric vehicle industry are involved in the storm
According to statistics, Taizhou has more than 100 automakers such as Lima, Lujia, Taixiang and Wuxing Dingbao. There are more than 1000 supporting factories such as Zhenzheng Shock Absorption, Jinyuxing Motor and Yulong Plastic Parts, including more than 100 plastic parts, more than 100 shock absorbers, 20 motors, and more than 100 frame factories. Paint, cushion and rear The bridge is more numerous. There are also branches of brands such as Emma, Europa, and Bite. And these thousands of companies will be involved in the storm of environmental inspectors this month.
At the same time, Jinhua has the local Luyuan headquarters in Zhejiang, and Cixi has Yadi's branch. Although Zhejiang Industrial Cluster is relatively scattered except Taizhou, it also has many years of industrial scale, and now it will become the object of environmental protection inspectors.
[An electric car company is being demolished]
On August 15th, on the banks of the Jiujun River at the junction of Xiuzhou District and Jiashan County in Jiaxing City, a comprehensive rectification of the water environment was launched: on the west side of the river, the staff of Xiuzhou District went from top to bottom to check the leakage points one by one. Sewage outlets, large machinery are entering the site one after another, preparing for further dredging of the river; on the east side of the river, Jiashan County staff went to visit the company to carry out the evaluation before the full retire, to ensure the completion of the assessment within 10 days, and all eliminated before the end of the year. .
As of the 15th, the Central Second Environmental Protection Inspectorate has submitted 15 letters of complaints to Jiaxing, including 5 key letters and visits. It involves water pollution, air pollution, noise pollution, garbage pollution, heavy metal pollution and other types of pollution. The scope of the case involves Jiaxing counties (cities, districts). "According to the requirements of the 'first time', each of the transfer orders has been clearly identified, rushed to the site to verify, implement the rectification plan, and began to pursue related responsibilities," said Cao Jianqiang, director of the Jiaxing Environmental Protection Bureau.
Wenzhou: Iron Hand Remediation Environmental Protection
On August 19th, Wenzhou environmental protection department Thunder attacked, Cangnan a waste material recycling company that was complained that it had not gone through the environmental approval procedures has been closed down; the major equipment of an aluminum belt processing enterprise in the southern Zhejiang industrial cluster area that was complained of pungent smell was Forced dismantling; Yueqing injection molding workshop that was complained of noise pollution was thoroughly cleaned...
As of the afternoon of August 18, the 56 pieces of petitions handled by the Central Environmental Protection Inspectorate in Wenzhou have been thoroughly investigated. At present, Wenzhou has ordered 37 enterprises to rectify and set up 11 cases for punishment. There have been 11 letters and visits to be settled, and the other 45 cases are being investigated and disposed of.
Ningbo City attaches great importance to the transfer of letters and visits by the central environmental protection inspection team. All localities and departments have set up their own offices and established reforms. They have implemented high standards and high efficiency to implement rectification and reform. A number of environmentally illegal enterprises have been promptly put into record and closed down according to law. Two enterprises in Xiaogang Street in Beilun District were reported to have no environmental protection procedures, exhaust gas, and direct sewage. They have been fined for business. A smoker-lined barbecue shop in Zhenhai District was shut down according to law, and the responsible persons were accountable.
As of 2 pm on August 17, Ningbo City received a total of 46 batches of petitions received by the Central Environmental Protection Inspectorate, a total of 46; a total of 823 people were dispatched, 160 enterprises were inspected; 61 companies were ordered to rectify, 60 environments The illegal acts were investigated and investigated, and the amount of the case filed was 2.11 million yuan.
It is understood that on August 17th, Yiwu major jewelry groups broke the news continuously, rumors that the Trade City will have an environmental protection bureau inspection in the afternoon, and still arrest people in the market. This news was passed through the market, and everyone was panicked and closed. Later, it was confirmed that the inspection was true, but arresting people was a fake.
At 3 o'clock in the afternoon, 80% of the jewelry stores have been closed, and the mall store aisles are crowded with people. This 9-kilometer-long market used to be the window of Yiwu facing the world. In those dozens of squares and 20 square meters, they worked hard like a tireless little worker bee, sending Made in China to every world. corner! The good shops in the Jewelry District have a rent of 9 square meters and a tax increase, and they have made outstanding contributions. However, now that the electroplating factory is closed, their shops can't do it.
For Zhejiang enterprises, the next September will be the peak season for orders. Especially in the e-commerce sector, Zhejiang has occupied half of the country's e-commerce Baijia County, and the obligation and Yongkang are leading the country. How to successfully complete the order demand in the double eleven will determine the success or failure of many companies in a year.
In the big capacity of de-capacity, the aluminum price has risen sharply. The former central enterprise's loss---China Aluminum Industry finally ushered in a profit explosion. The profit in the first half of this year soared 10 times. "The mother with a mother is like a treasure, and the child without a mother is like a grass." The world's largest privately-owned aluminum production company, Hong Kong-listed Hongqiao, announced that it has shut down an annual output of 2.68 million tons. The production capacity of aluminum products accounts for nearly 30% of its total production capacity. It faces the threat of large-scale short selling by overseas institutions. The deterioration of private enterprise operations is putting risks to our economic growth.
The housing leaks have been in the rain all night. Recently, the environmental storms that have been blown up across the country have been violently rounded, and under the pressure of environmental protection, many private enterprises, including chemical industry enterprises, have been Large-scale water cuts and power outages, workers stop working and unemployed, family livelihood is worrying, a bit sorrowful.
In the manufacturing industry, the Yangtze River Delta and the Pearl River Delta, private enterprises without backgrounds have become the hardest hit by the environmental protection storm. In the past few years, the Chinese manufacturing industry has been added with the last straw, which is in jeopardy.
Zhejiang dyeing factory and textile factory: 377 were closed, 140 were relocated, 54 relocation agreements were signed, and 1,631 were cut off. 2,577 "three no" enterprises will be closed next month.
Guangdong closed 623, moved 265, and lost 4263 power. All three companies will be closed in October...
The Ministry of Environmental Protection recently informed that it is necessary to strictly control the "scattering and pollution" enterprises as one of the key contents of the intensive supervision. Enterprises that cannot upgrade and meet the standards will be closed before the end of September this year! By the end of June, 28 cities in Beijing, Tianjin and Hebei and surrounding areas had already identified 176,000 scattered and scattered enterprises!
Many large and medium-sized state-owned chemical plants, thermal power plants, and steel mills that are seriously polluted are not affected by environmental storms. Instead, private textiles and dyeing factories have become the focus of environmental protection supervision and closure. This selective law enforcement is very illustrative. problem.
Environmentally strict investigation, this is understandable, Shangfeng requires green development as the main line, protect the green mountains and green mountains, and maintain the living environment, which should have been popular. However, it is too late, too overcorrect, and many environmental protection reporting measures, from one extreme to the other extreme, stipulates that the government will change its operating costs, and even if it meets the requirements, it will be a one-size-fits-all approach, which has indeed caused a lot of public anger.
Under the background of China's economic downturn and the rise of global trade protectionism, China's manufacturing industry is already difficult; the current de-capacity under supply-side reform has become a weapon for state-owned enterprises to raise commodity prices, empty stocks, and clear debts. The soaring prices of raw materials in this context have overwhelmed manufacturing industries with high housing prices, high taxes and high labor costs.
Just like a patient with a high fever and high fever, by pouring ice water on his head to cool down, the current environmental storm is becoming a basin of ice water that will last the last hope of the manufacturing industry. Sporty, one-size-fits-all environmental protection has gradually changed, and a massive "defending blue sky action" has become a wailing of countless private enterprises. Just like a private business owner said: We are afraid of the morning when the sun rises, police cars outside the factory, law enforcement cars, even plain clothes, and even drones.
The adverse consequences of the environmental storm are still continuing to ferment:
First, intensify the collapse of small and medium-sized private enterprises and reduce economic vitality.
According to statistics from relevant state departments, there are currently 40 million SMEs in China, accounting for 99% of the total number of enterprises, contributing 60% of China's GDP, 50% of tax revenue and 80% of urban employment. Similarly, in the world, SMEs are the main force of a country's economy and the most highly valued group. In the EU, there are more than 20 million SMEs, accounting for 99.8% of the total number of EU companies. Of these, 92.2% are micro-enterprises with fewer than 10 employees.
Since 2016-2017, under the background of de-capacity and supply-side reforms, the majority of SMEs, including chemical industry enterprises, have become the targets of de-capacity. Especially in the case of smog, SMEs are across the board. Under the circumstance of environmental protection, the small and medium-sized manufacturing industry has become a victim, which has aggravated the collapse of small and medium-sized enterprises.
The current wave of corporate closures initiated by the supply side and the environmental storm will spread from private SMEs to large state-owned enterprises, from export manufacturing departments to basic and resource-based industries, and from life services to productive services. .
Once the collapse is accelerated, there will be a vicious circle: cheap selling → asset price decline → real interest rate rise → more cheap sell-offs → slower turnover rate → net asset reduction → more bankruptcy → bank run → credit contraction → bank selling assets → confidence coming The lower the downturn → hoarding cash.
Second, increase the arrival of the unemployment tide and increase the stability risk.
The introduction of a document and a measure is often a meeting and a few words of effort. However, the measures introduced by public power will have a negative impact on how many families will be brought, and what is unbearable. Within the scope of the investigation by the measure makers. A detour in the country is likely to be the catastrophe of many families.
The small businesses that are self-employed now are basically the people after 70s and 80s, shouldering the livelihood of a generation of young and old. The land has flown, the factory has been shut down and closed down. Not only has the business been aborted, but many employees have lost their jobs and lost their jobs. Children's reading, old-age care, and medical care will all become big social problems. How can the unemployment and the livelihood of the young and old people under the environmentally-friendly environmental storm be protected? Is it considered in the environmental storm?
As for the example of Tianjin, where thousands of small and micro-chemical companies are shut down in various districts, how many people are unemployed? What kind of government and departments have thought about their lives? There were workers in Langfang, Hebei Province. Because of environmental protection, power cuts, unemployment, emotional excitement, and protests. Whether there will be more extreme events in the future is not known.
Third, to add fuel to the fire of inflation, price increases have become the new normal.
Recently, the National Bureau of Statistics announced that the manufacturing PMI index for July was 51.4, which is in the boom zone. The two indicators rose sharply, the raw material purchase price index rose from 50.4 to 57.9, and the ex-factory price rose from 49.1 to 52.7. The above indices show that raw materials and product prices are rising sharply.
In many fields such as textile, electromechanical and packaging, prices have continued to rise. Please pay attention to the vast foreign trade, manufacturing companies, do a good job in the relevant stocking.
Last year's chemical market price hike was not driven by the recovery of demand, but more like the rising tide of environmental protection and de-capacity caused by the sudden concentration of upstream material companies' production capacity. This explosive price increase is difficult to transmit to terminal enterprises, which has caused many small and medium-sized chemical companies located in the middle reaches to close down due to capital chain breaks and order transfers.
By taking advantage of the opportunity of capacity, the price increase, the improvement of corporate profits, and the reduction of financial risks, this is an effective way to make this round of high debt and high leverage period insurance - the de-capacity will benefit large enterprises and banks, Conducive to large enterprises, large enterprises' debts are cleared, and the risks of commercial banks are reduced.
Leaving the bones of SMEs after the collapse of the SMEs and thousands of laid-off workers, as well as the inflationary tigers that are on the long-distance strike, this is the worst consequences after the total reform and environmental storm.
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