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进入2006年以来,“支农”政策刺激了下游消费需求,同时,多数基础化工原料产品价格伴随产能的快速释放与宏观调控影响而同比走低,未来农药行业盈利状况将呈转好趋势。2007年1月1日甲胺磷等5种高毒农药的禁售将为甲胺磷的替代产品——杀虫单(双)带来结构性机遇。华星化工 (002018)是目前国内最大杀虫单(双)生产企业,2005年产量约3万吨。目前公司净资产2亿元以上,投资建设的新项目投资额3亿元以上,将陆续于2006年达产见效。公司未来业务量有望翻番。
Since 2006, the policy of supporting agriculture has stimulated downstream consumer demand. At the same time, the prices of most basic chemical raw materials have dropped year-on-year with the quick release of production capacity and the impact of macroeconomic regulation and control. The profitability of the pesticide industry will show a turnaround trend in the future. The ban on the sale of 5 highly toxic pesticides such as methamidophos on January 1, 2007 will provide structural opportunities to methamidophos’ alternative - insecticidal single (double). Huaxing Chemical (002018) is currently the largest single insecticide (double) production enterprises, production in 2005 was about 30,000 tons. The company net assets of 200 million yuan or more, investment in new projects invested 300 million yuan or more, will gradually put into effect in 2006. The company’s future business is expected to double.