2011年1月24日星期一

[Reserved] PTA and the production of cotton listed _peiqinag.

Original Location: PTA and the production of cotton listed companies: Friends of <wbr> <wbr> <wbr> retail collected in: Internet <wbr> <wbr> <wbr> a, A share listed companies to produce cotton <wbr> <wbr> .<wbr> cotton prices in 2010 rose significantly in Q3, the domestic spot price of cotton futures prices are rapidly rising in September, the International Cotton futures prices rose steadily. .Basic balance of international cotton production and demand, inventory remained at normal levels. .China's September imports 200,806 tons of cotton, an increase of 96.57%. .According to the experts predict, China's cotton production and demand gap will increase, the Association of cotton production forecast is lower than 650 million tons of domestic demand and supply gap of 300 million tons, the next few years, dependence on cotton imports will reach about 35% of cotton in the State Reserve .After throwing storage reserves 60 million tons lower than the normal level, the domestic cotton supply is difficult to reverse the tension, cotton prices will remain high. ., <wbr> <wbr> <wbr> China Cotton Index (CCIndex328) exceeded 20,000 yuan / ton mark, reaching 20,236 yuan / ton, setting a 10-year high record. .National Development and Reform Commission will jointly Ministry of Finance, the Ministry of Agriculture, Business Administration and other seven ministries and commissions will be held at the September 27 National Cotton television and telephone conference to analyze the current situation of cotton production and deployment of the work of cotton in 2010. .<wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> the main factors lead to cotton price rose is foreign orders .jumped on the cotton textile industry has stimulated demand, but in the domestic cotton production cuts, which largely led to the rise in cotton prices. .In cotton pollination period, Hebei, Hubei, Anhui, Shandong and other places are also seriously affected the rainy weather made peach cotton quality and quantity of beads. .The last 3 months, several provinces in southern China suffered a serious flood. .The report predicts that the market, the flood of Chinese cotton production cuts will result in 5% to 10%. .Another hot money speculation cotton is an important reason to promote the cotton prices. .<wbr> <wbr> <wbr> China National Cotton Reserves Corporation September 25 news release said, will be selling cotton reserves 20,063.4 tons on the same day, involving 12 provinces in seven warehouses, which is the storage of cotton on Aug. 10 .selling cotton reserves since 33. .<wbr> <wbr> <wbr> According to Internet statistics, the average cost per ton of cotton production of 11,000 yuan. .<wbr> <wbr> <wbr> cotton prices on listed companies for the benefit of listed companies to grow cotton. .A strand of cotton is currently listed companies: <wbr> <wbr> <wbr> 1. Xinsaigufen (600 540): The company is the largest manufacturer of high-quality cotton, cotton average yield higher than the actual average level, cotton planting 24 years .mu, lint yield 3 million tons / year, production and sale of 7,000 tons of cotton seed quality; company mechanization of cotton production rate of 85% or more; company drip irrigation of cotton covered an area of 90% water saving technologies; company leather, cotton, cotton yarn business .more than 75% of total revenue, is the performance by the price fluctuations of cotton production and cotton, the largest listed company; 232 million shares of the company's total float caps, with lint production per share 0.00015 tons, the actual float caps of 1.17 million shares; company in 2010 .loss is mainly due to the medium-term impairment provision of oil inventories. .<wbr> <wbr> <wbr> 2. Xinnongkaifa (600 359): The company is located in Aksu Prefecture is an important production base of commercial cotton is one of the first A share stocks of cotton sticks; company is 25 million mu of cotton acreage .annual output of 3.5 million tons of lint; company cotton business accounted for 25% of total business; the company's total wells fargo home equity loansfloat caps 321 million shares, with lint production per share 0.00011 tons, the actual float caps of 1.6 million shares. .<wbr> <wbr> <wbr> 3. Guannonggufen (600 251): The company main business of the cotton business accounted for about 20%, and the future profits of the last two years mainly from the potassium salt of Lop Nur in Xinjiang International Trust and Investment Co., Ltd. .(referred to as the country voted Luo K) and investment income, accounting for 20.3% stake in the country to vote Zhu Luo potassium sulfate product. .<wbr> <wbr> <wbr> 4. Dunhuang Seed (600 354): The company currently has a number of cotton processing enterprises, the total processing capacity of cotton to 7 million tons, cotton, 35% of total business operations; company is currently an area of cotton .40 acres, according to total 0.1 tons per mu, leather production capacity of 40,000 tons; the company's total share capital of 186 million shares, per share with leather 0.000215 tons capacity, the actual float caps of 1.4 billion shares. .<wbr> <wbr> <wbr> 5. Xinjiang Tianye (600 075): The company is 0.1 tons per-mu yield of cotton cultivation reached world advanced level. .<wbr> <wbr> <wbr> 6. Lutai A (000726): The company has a cotton processing, spinning, dyeing, weaving, finishing and garment manufacturing, and other advantages of a complete industrial chain of cotton; Company holds 57.01% .Luthai harvest in Xinjiang, a subsidiary company is producing cotton lint sales, has 10 million mu of high-quality cotton, cotton plantations and three processing plants with annual output of 2.5 million tons leather production and processing capacity. .<wbr> <wbr> <wbr> 7. Yasheng Industrial Ltd (600108): The company has a certain amount of cotton-growing business. .<wbr> <wbr> <wbr> 8. Xinzhong Ji (000972): <wbr> <wbr> <wbr> 9. COFCO Tunhe (600737): <wbr> <wbr> <wbr> <wbr> < .wbr> Cotton Production Basics: <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> per mu of cotton: the national average lint yield of 92.9 kg / mu <wbr> <wbr> <Desk Help Software Trackingwbr> .<wbr> <wbr> <wbr> <wbr> Cotton Production Cost: 1038.6 yuan / mu <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> lint production cost: 11.2 yuan / kg, .that is 11,200 yuan / ton <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> (The above figures refer to CCRI, "2009 National cotton production costs, output, revenue monitoring report") <wbr .> <wbr> <wbr> Second, PTA listed company <wbr> <wbr> <wbr> purified terephthalic acid (PTA), mainly for the production of polyester. .The polyester fiber is the most important varieties of synthetic fiber, synthetic fiber production in the world, accounting for nearly 80% in the proportion of raw materials in China to produce polyester fiber polyester synthetic fiber production has been for more than 80 percentage .. .Combined with polyester fiber products also used in the production of non-consumption of non-fiber products, the number of recent rapid growth of PTA, the amount of non-polyester fiber field continues to grow, current products mainly used for esterification and polymerization of ethylene glycol production of polyester chips, polyester length .fiber, widely used in textile, in addition to polyester is also used for films, coatings, paints and polyester plastics production. .The application of PTA more concentrated, more than 90% of the world's PTA for the production of polyethylene terephthalate, the other part is as polyethylene terephthalate (PTT) and poly butylene terephthalate .ester (PBT) and other products, raw materials. .<wbr> <wbr> <wbr> 1, Emori Sinopec (002493): <wbr> <wbr> <wbr> company is the largest direct spinning polyester filament production enterprises, mainly engaged in the PTA, polyester fiber-related products .production and sales, has formed 60 million tons of polyester, polyester spinning (FDY, POY) 57 million tons of polyester Jia Tansi (DTY) 25 million tons of annual production capacity, and the shares of a subsidiary company of Shanda Yat Yat Zhejiang .Sheng respectively, with annual output of 120 million tons, 1.06 million tons production capacity of PTA's. .Registered trademarks are the chemical fiber industry, "China Famous Trademark", polyester filament was awarded "China Famous Brand", was listed as "National Inspection-free products." .The company has a provincial enterprise technology center, has an excellent R & D team, and with relevant research institutions to establish a cooperative relationship, with a strong technological innovation and product development capabilities, a number of core technologies the company is the leading domestic and international advanced level .. .<wbr> <wbr> <wbr> 2, Zhuhai, Hong Kong (000507): <wbr> <wbr> <wbr> company and the international chemical giant British Petroleum (BP) joint venture between BP Zhuhai Chemical Yang, in PTA production. .PTA has been more tension in southern China, together with co-Fang Chaoqiang strength, the project is expected to become an important profit growth. .Phase II will build the world's largest single PTA production capacity, with an annual capacity of 90 tons of production lines, when Zhuhai will be the largest PTA production base. .<wbr> <wbr> <wbr> 3, S Yizheng Chemical (600871): The company is the largest modern chemical and chemical fiber production base of raw materials to polyester polymerization plant capacity meter, is the world's sixth largest producer of polyester .the company of a polyester polymerization capacity to ranking first in the world. .<wbr> <wbr> <wbr> <wbr> <wbr> <wbr> <wbr> three key listed Company <wbr> <wbr> <wbr> 1, Guannonggufen (600251): <wbr> <wbr .> <wbr> potash project: the company as the second largest shareholder to vote shares 20.30% of the country 300 million tons in Xinjiang Lop Nur potash fertilizer company projects an annual output of 120 million tons of potassium sulfate project was December 18, 2008 Commissioning ., was officially put into operation in 2009 has not yet reached the first year of production, does not meet the projected revenue 129.92 million yuan, the project plans to invest 173.61 million yuan, as of the end of 2009 actual investment 73.94 million yuan. .Lop Nur, two 1.7 million tons potash fertilizer project foundation officially launched in late 2008, is expected to be completed 4 years completed. .A combined capacity of 120 million tons 10 million tons of industrial pre-test devices, the National Investment Law has an annual output 130 million tons of potassium bit of production capacity, the overall 2012 will be formed around 300 million tons of potash per year production scale, will .Lop Nur, the world's largest potash fertilizer production base. .Lop Nur Lop Nur Salt Lake Potash Company has 1661.53 square kilometers of 288.79 square km exploration and mining rights, resources, proven capacity of 25 million tons, accounting for half of China's proven reserves of potash. .<wbr> <wbr> <wbr> <wbr> water and electricity company: The company will open the country are holding a 25% stake River. .Open all the proposed six River Basin, the Northwest's largest hydropower station, with a total installed capacity of 1.51 million kilowatts, generating capacity of 6.03 billion kwh. .Chahanwusu 309,000 kilowatts hydropower project was 08 units built in power generation, 1.2 billion kwh of electricity, completed 08 Guodiangongsi 814.85 million kwh electricity sales, profit 15.51 million yuan. .Hydropower Station Willow Guodiangongsi total investment 1.488 billion yuan, with a total installed capacity of 180,000 kilowatts, the annual average generating capacity of 690 million degrees, the project was started in 2008 building a comprehensive, open all rolled Shihab Qile Middle River Station, Hall .Ancient vomit and Eren Sa was asked Hai Hydropower Dam Project has entered the early pre-feasibility study work. .<wbr> <wbr> <wbr> <wbr> CLP vanadium to be acquired 30% stake: in February 2010, the Company intends to temporarily use its own funds in the 3 billion acquisition of Guangxi Electric Industry Co., Ltd. 30% stake in vanadium. .CLP Vanadium Industry: Vanadium stone coal utilization and development, processing and marketing. .CLP Vanadium Mining Development Zhenlin Shanglin held limited liability company 95% of the shares. .Zhenlin Mining holds a "mining licenses" for the vanadium ore mining minerals and mining to open pit mining method, production capacity of 70 tons / year, valid from January 20, 2010 to September 20, 2037. .The company holds "exploration permit", the name of exploration projects in Guangxi Shanglin Dafeng detailed investigation of vanadium ore, prospecting area of 86.64 square kilometers, valid for March 10, 2009 to December 26, 2010. .According to the results of due diligence, the company will decide whether to acquire the 30% stake in power vanadium. .<wbr> <wbr> <wbr> <wbr> joint exploration and development of gold: the company intends to no more than 800 million yuan and Bavaria and Mineral County in Xinjiang red bar area and static joint gold exploration and development risks, the completion of the Zone .phase of exploration work and results, and after both sides agreed to set up a joint venture company (75%, 25% Mineral Bavaria) completed the follow-up work to complete a basic exploration stage investment, the company that received the prospecting phase .75% investment interest in the right, if not obtained through cooperative exploration stage exploration results, Mineral Bavaria continue to hold the mining exploration, there may be some risk. .This investment will allow the company the advantage in Xinjiang as soon as possible involved in development of mineral resources, expand development of mineral resources industry. .<wbr> <wbr> <wbr> stronger integration of the cotton industry: the company will more than cotton processing enterprise restructuring, Holdings established a set of cotton purchase, processing, storage, sale of lint and by-products as one of the highest agricultural cotton industry in Bavaria. .In 2009, achieved revenues of 141 million of the net profit of 4,686,600 yuan, 2010, revenues of 1.5 billion plan. .July, in order to accelerate the pace of development of the company, requiring the company to actively integrate resources in the surrounding areas of cotton, in a year or two in the acquisition of a cotton processing plant, increase production capacity, actively implement the expansion of the cotton industry, the company 18 million yuan .Cotton farmers in Bavaria Crown replenishment, replenishment is completed, the company increased its stake from 67.09% to 85.83%. .<wbr> <wbr> <wbr> <wbr> <wbr> chlorogenic Sugar: Sugar Company holds 100% equity chlorogenic. .Chlorogenic Sugar in May 2006 established the annual production of main products are: chlorogenic brand white sugar 5 million tons, sugar beet particles chlorogenic meal card 1 million tons, qHelp Desk Tracking Softwareuiet 4,000 tons of edible alcohol on licensing. .In 2008, the Company and the Second Division twenty-two group, co-round group in Xinjiang, the original Green Tomato Products Co., Ltd. invested 64 million yuan were the two new daily processing 1,500 tons of tomato production line, annual investment of 30.37 million yuan to build a new .production line of 8,000 tons of diced tomatoes, 1.08 million yuan investment in new products with an annual output of 2,000 tons of pepper production lines, 35 million yuan investment of 3 million tons sugar alcohol, chlorogenic a technical transformation project. .In 2009, the company's revenue 174 million yuan, net profit of 11.7458 million yuan in 2010, revenues of 210 million yuan year plan. .<wbr> <wbr> <wbr> fruit and vegetable food processing industry: The company holds a fruit and vegetable farmers in Xinjiang crown limited liability company 100% equity. .Companies in Korla City, Xinjiang, Kashi Sha cars County, Yingjisha County 3 year investment in building a comprehensive modernization of the fruit and vegetable food processing industrial park, the project total investment of 9 billion construction plan, including an investment of 3.2 billion construction, .Project construction period is 2 years. .After the completion of all projects, the company concentrated apricot pulp, carrot pulp, concentrated tomato products such as processing and marketing capacity of 10 tons. .Most of the company's fruit and vegetable products exported to Europe. .In 2009, the company 103 million in revenue and net profit -2039.8 million in 2010 revenues of 256 million plan. .<wbr> <wbr> <wbr> 2, Zhuhai, Hong Kong (000507): <wbr> <wbr> <wbr> company business scope has increased: the port and its supporting facilities investment content. .Since September 16, 2010, the Company's securities referred to by the "Guangdong Fu" to "Zhuhai to Hong Kong." .Chairman Yang Rungui said from Zhuhai to Hong Kong to secure glass fiber composites and other non-core business exit, around Zhuhai City, "the Hong Kong Legislative City" strategy to enter the port logistics, port logistics operators to create first-class, integrated development of logistics real estate .electric energy providers and investors. .According to reports, the comparative advantages of Zhuhai Port is the largest deep-water coastline is rich in resources. .Building 20 tons of dry bulk cargo terminal, 30-ton crude oil terminal, no other ports around the condition. .With Hong Kong-Zhuhai-Macao Bridge, Guangzhou-Zhuhai Railway, Gaolan Port and other major infrastructure projects in Zhuhai, Zhuhai and the Pearl River Delta will have a major logistics, shipping, commerce and trade conditions. .Yang Rungui said the Zhuhai port will focus on the development of dry bulk cargo, chemicals, oil and gas logistics services, and surrounding ports dislocation development. .<wbr> <wbr> <wbr> PTA projects with foreign giants: giants jointly with the International purified terephthalic acid (PTA) production, and the American Petroleum Holdings, BP (China), BP Global BP Zhuhai Chemical on .registered capital increased to $ 277,000,000, $ 759,000,000 total investment to build PTA Phase II (The state encourages the project, in-line capacity of 90 tons / year, project 2.5 years). .Companies accounted for 15%, BP accounted for 85% of global investment, production capacity has reached 150 million tons..

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