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随着中美贸易战的升级 中国放松反污染规定 以刺

作者:admin  日期:2018-11-17 15:56  人气:
China has relaxed its winter pollution control measures because in a devastating trade war, it has put economic growth above environmental governance.
At present, the new tariff imposed by the United States on $200 billion of Chinese imports has reached 10%, and may rise to 25% on January 1. China's economy is beginning to feel pressure.
As businesses prepare to respond to US tariffs, China's manufacturing growth is weakening.
China's latest official Manufacturing Purchasing Managers Index (PMI) fell from 51.3 in August to 50.8 in September, its lowest level in eight months.
Meanwhile, Caixin Manufacturing Purchasing Managers Index (PMI) fell to 50.0, dangerously close to the contraction index (below 50).
Manufacturers of finished goods exported to the United States by China have suffered a particularly severe blow, reducing their purchases of raw materials.
For example, the United States imposed tariffs on products containing polyvinyl chloride (PVC) and demand declined, resulting in a 9% drop in domestic prices in China in the week to the 9-month low at the end of September.
As China's economy slows, Chinese leaders relax environmental regulations to stimulate economic growth. China's official news agency Xinhua reported on September 27 that Beijing, Tianjin, Hebei and surrounding areas will implement the target of reducing the average intensity and number of days of PM2.5 by 3% year-on-year.
The target will be implemented from October 2018 to March 2019 and will have an impact on thermal power, steel, petrochemical and cement producers.
According to the newspaper, this is lower than the 5% reduction proposed in the preliminary plan reported by the South China Morning Post in August, and far below the target of "at least 15% reduction" in last year's plan.
At the same time, it is far lower than the similar goal put forward by Premier Li Keqiang of China in March 2018. At that time, Li Keqiang gave the target that the average concentration of PM2.5 in the key areas decreased by 30% in 2018.
Implementation of local authorities
Local governments will implement these goals, rather than being enforced by the central government. It is believed that local governments are less effective than powerful central government departments.
In addition, a more flexible approach is needed, Xinhua said: "By adopting a differentiated approach, companies that excel in pollution control will not be subject to production restrictions."
For chemical companies, this may mean that older, smaller, more polluted plants will be targeted, while new ones will not be affected.
Due to the loosening of the new rules, the closure of plastic processors may be reduced. In recent months, the closure of factories has been a factor of price constraint.
Nevertheless, it is expected that any benefit from the increase in polymer consumption will be very limited, as offsetting the gains will have a negative impact on the imposition of import tariffs on Chinese plastic products by the United States.
The relaxation will not stop the restructuring of the industry, as small, inefficient processors and other manufacturers will continue to be permanently closed for economic reasons.
In addition, the plan to move the factory from the urban area to the chemical park is expected to continue.
Last year, environmental inspections and subsequent shutdowns led to the temporary closure of about 40% of China's total capacity, and 80,000 factories were accused of violating emission targets.
The operating rate of chlor alkali plants has been particularly affected, and the operating rate has dropped to 50-70%.
More gas for chemicals
According to the new regulations, there will be no general ban on household heating and coal use this winter. Instead, local governments will set targets that match local natural gas and generating capacity. This can improve the supply of chemical production this winter.
Last year, the forced conversion of coal to natural gas resulted in the quantitative supply of natural gas for chemical production.
This explains why the profits of methylene diphenyl diisocyanate (MDI) and toluene diisocyanate (TDI) have reached a high level with the closure of factories. Therefore, the profit margins and price increases of some industries last year will not repeat this year.

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