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作为中国农药工业的一个标志性产品,草甘膦生产的景气周期、市场价格对整个国内农药市场起到风向标的作用。今年上半年,在化工市场整体低迷的背景下,以草甘膦为代表的农药产品逆势上扬,草甘膦原药价格曾经达到每吨4.5万元,市场行情异常火暴。然而,正当业界纷纷预测草甘膦后市走势,一些企业准备新建或重启草甘膦装置时,环保部却于5月底宣布对各地草甘膦(双甘膦)生产企业开展环保核查。环保核查的初衷是什么?核查工作现在进展如何?核查会对整个草甘膦行业的生产格局带来哪些变化?
As a landmark product of China’s pesticide industry, the economic cycle of glyphosate production and the market price have played a role as wind vane in the entire domestic pesticide market. In the first half of this year, against the background of a sluggish overall chemical market, the pesticide products represented by glyphosate contrarian against the trend. The price of glyphosate once reached 45,000 yuan per ton, making the market unusually hot. However, while the industry is predicting the market trend of glyphosate and some companies are planning to start or restart the glyphosate plant, the MEP announced at the end of May that it will carry out environmental inspections on the enterprises that manufacture glyphosate (PMIDA). What is the original intention of environmental verification? The progress of the verification work now? Verification of the entire glyphosate industry, the production pattern what changes?