Basic Theory [Weekly Topic]: Which products or industries in the chemical and fertilizer market show potential at present (1.24-1.31)
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To spark discussion, let’s start with the fertilizer industry: currently, the domestic fertilizer market is mainly composed of the following entities: 1. Some fertilizer factories that were under the Ministry of Chemical Industry; these have now been transformed into local or private enterprises； 2. Some enterprises affiliated with Sinopec Corporation. It is said that Sinopec intends to withdraw from the fertilizer market ； 3. Some fertilizer enterprises developed by Shenhua Group. 4. Other large and medium-sized fertilizer companies based in the coal mining industry. In my opinion, raw materials will ultimately determine the prospects for development, corporate management capabilities determine a company’s survival, and the advancement of gasification technology has a certain impact as well. Only those companies that effectively combine technology, resources, and management will ultimately become the leaders. It’s not very mature yet; I urge those with insight to speak up.
I agree with what the original poster said. A new round of restructuring in the coal chemical industry is an inevitable outcome; survival of the fittest is in line with the principles of modern markets. High energy consumption, high pollution, and high risks have become synonymous with the chemical industry. Eliminating those less efficient production capacities is a matter of great benefit to the country, its people, and future generations! !