Exposure of the first 19 capacity enterprises in the industrial sector

The Ministry of Industry and Information Technology announced the list of the first batch of companies that eliminated the backward production capacity in the industrial sector this year. The list of capacity elimination includes a total of 19 industrial industries, of which cement and paper industries involve a large number of companies, which are 140 and 274 respectively. In accordance with the requirements of the Ministry of Industry and Information Technology, it is planned to close down the backward production capacity of the listed companies in the list of companies before the end of September 2013 to ensure that they are completely dismantled and eliminated before the end of 2013, and they must not be transferred to other regions.

Comparing with the requirements of the Ministry of Industry and Information Technology for the backward production capacity of 19 industrial sectors in 2012, there was no change in the time course. It was only a slight difference in the expression of “capacity transfer”. The expression in 2012 is: “Not to be sent to other regions and neighboring countries. Transfer."

The 19 industrial sectors include iron smelting, steelmaking, coke, ferroalloy, calcium carbide, electrolytic aluminum, copper (including recycled copper) smelting, lead (including recycled lead) smelting, zinc (including recycled zinc) smelting, cement (clinker and Mills), flat glass, paper, alcohol, monosodium glutamate, citric acid, tanning, printing and dyeing, chemical fiber, lead batteries (plate and assembly), etc. Among them, the papermaking capacity in 2013 plans to phase out 6,438,600 tons; copper production capacity plans to eliminate a total of 654,400 tons; aluminum capacity plans to eliminate 260,000 tons; iron production capacity to phase out 2.77 million tons; lead (including lead) smelting capacity to eliminate 807,000 tons; The steel-making production capacity was phased out by 6.969 million tons; the zinc production capacity was eliminated by 145,500 tons; the coke production capacity was eliminated by 16,303,000 tons; the chemical fiber production capacity was eliminated by 144,200 tons; the MSG production capacity was eliminated by 220,000 tons; and the flat glass production capacity was eliminated by 16.8 million tons.

The list shows that of the first companies involved in the elimination of backward production capacity, about 19 listed companies were involved. Among them, *ST smelting and eliminating lead (including regenerated lead) smelting capacity of 100,000 tons; Lotus monosodium glutamate out of monosodium glutamate production capacity of 80,000 tons; Camel Co., Ltd.'s subsidiary camel special power supply Co., Ltd. eliminated the lead-acid battery assembly capacity of 100000 kVA Xinxiang Chemical Fiber eliminated 20,000 tons of chemical fiber production capacity; Langsha's Zhejiang Langsha Knitting Co., Ltd. eliminated 17.5 million meters of printing and dyeing capacity.

In the list of coke eliminated backward production capacity in 2013, there are four listed companies: coal gasification second coking plant, eliminating coke production capacity of 1 million tons; Baotou Steel Coking Plant, eliminating coke production capacity of 1.72 million tons; Shandong Iron and Steel, eliminating coke production capacity 550,000 tons; Taihua shares eliminated 900,000 tons of coke production capacity.

Among the listed companies in the papermaking industry, Chenming Paper has emerged as an outdated production capacity and phased out: Chenming Paper’s headquarters eliminated production capacity of 46,200 tons (pulp making capacity), and its subsidiary Wuhan Chenming eliminated production capacity of 220,000 tons; the company acquired in 2008 The wealthy Chenming Paper also eliminated 18,000 tons of capacity this time, culminating in a total capacity of 284,200 tons. In addition, Ishigaki Paper's phase-out capacity is 130,000 tons (pulp making capacity); Fujian Nanba’s phase-out of paper production capacity is 30,000 tons; Huatai's phase-out capacity totals 151,900 tons; Yinge’s investment in Wuyang Yinge Paper Production Co., Ltd. has eliminated production capacity. 94,000 tons; Nanning Sugar Sugar Mill has a production capacity of 35,000 tons.

The elimination list of the cement industry involved a total of 140, Fujian and Hebei accounted for half of the total, there are 78 in total. Among them, Chengde Jinye and Taijinjing Taihang Cement owned by Jinyi Group will cut production capacity by 100,000 tons and 100,000 tons respectively this year after eliminating 170,000 tons and 1.4 million tons respectively. In addition, Tianshan Stock has eliminated 450,000 tons of production capacity; Jidong Cement's Zhangjiakou Jidong Cement Co., Ltd. has eliminated production capacity of 800,000 tons. Surprisingly, according to the relevant announcement issued by ST Baoshuo in 2005, Baoding Baoshuo Cement Co., Ltd., a company jointly invested by the company and its holding subsidiary Baoding Baoshuo New Building Materials Co., Ltd., has an annual design and production scale of 250,000 tons. However, the situation announced by the Ministry of Industry and Information Technology shows that Baoding Baoshuo’s total phase-out capacity reached 220,000 tons.

The reporter saw that in some industries such as flat glass and zinc, listed companies did not appear. Therefore, for listed companies in these industries, they should theoretically face development opportunities.