1. Favorable factors

(1)?The rapid development of China’s economy provides a good development opportunity for the cellulose ether industry

The application coverage ratio of cellulose ether is related to the level of economic development. In the past 30 years, my country’s national economy has maintained a sustained and rapid development, the overall level of related industries and people’s living standards have also been greatly improved, and the consumer demand for cellulose ether has increased accordingly. In the future, the sustained and stable growth of the national economy will further enhance the domestic market’s understanding of the application of cellulose ether and expand its application scope, which will help promote the continued growth of the demand for cellulose ether.

(2)?The country promotes new building materials such as energy-saving building materials and ready-mixed mortar, which is conducive to increasing the domestic market

The demand for building material grade cellulose ether. According to the “12th Five-Year Plan for Building Materials Industry” promulgated by the Ministry of Industry and Information Technology of my country, building material grade cellulose ether, as a high-performance admixture, can improve the water retention and viscosity of building materials, and has energy-saving and environmental protection effects. The direction of national industrial policy development.

①?The country promotes the use of energy-saving building materials, which is conducive to increasing the domestic market’s demand for mid-to-high-end building material grade cellulose ether.

According to statistics from the Ministry of Housing and Urban-Rural Development, building energy consumption accounts for more than 28% of my country’s total energy consumption. Among the nearly 40 billion square meters of existing buildings, 99% are high-energy-consuming buildings, and the heating energy consumption per unit area is equivalent to 2-3 times that of developed countries with similar latitudes. In 2012, the Ministry of Housing and Urban-Rural Development put forward the “Twelfth Five-Year” Building Energy Conservation Special Plan, which stated that by 2015, the goal of 800 million square meters of new green buildings will be realized; by the end of the planning period, more than 20% of new urban buildings will meet the requirements of green building standards. The output of new wall materials accounted for more than 65% of the total wall materials, and the proportion of construction applications reached more than 75%. According to the “Twelfth Five-Year Development Plan for New Building Materials”, new building materials that are safe, environmentally friendly and energy-saving (including four basic materials such as new wall materials, thermal insulation materials, building waterproof materials, and building decoration materials) are ” The focus of development in the field of new building materials during the 12th Five-Year Plan period. Adding cellulose ether can improve and optimize the performance of new wall materials, building decoration materials and other building materials, including gypsum board, thermal insulation mortar, dry-mixed mortar, PVC resin manufacturing, latex paint, etc., so as to meet the requirements of energy saving and environmental protection and other requirements, more and more market attention. The state encourages the development of new building materials, which is conducive to increasing the domestic market’s demand for middle and high-end building material grade cellulose ether.

②?The country’s mandatory promotion of the use of ready-mixed mortar will help increase the demand for building material grade cellulose ether in the domestic market.

On June 6, 2007, 6 departments including the Ministry of Commerce, the Ministry of Public Security, the Ministry of Construction, the Ministry of Communications, the General Administration of Quality Supervision, Inspection and Quarantine, and the State Environmental Protection Administration jointly issued the “Notice on Prohibiting On-site Mixing of Mortar in Some Cities within a Time Limit” (Commercial reform [ 2007] No. 205), Beijing and other 127 cities are required to implement the prohibition of mixing mortar at the construction site in three batches within three years starting from September 1, 2007. The “Circular Economy Promotion Law” promulgated on August 29, 2008 clearly stipulates the promotion of the use of ready-mixed mortar.

On January 1, 2013, the “Notice of the General Office of the State Council on Forwarding the Green Building Action Plan of the Development and Reform Commission and the Ministry of Housing and Urban-Rural Development” (Guobanfa [2013] No. 1) proposed that “vigorously develop ready-mixed concrete and ready-mixed mortar”. On August 1, 2013, the “Opinions of the State Council on Accelerating the Development of Energy-saving and Environmental Protection Industries” (Guo Fa [2013] No. 30) proposed that “vigorously develop green building materials, promote the application of bulk cement, ready-mixed concrete, and ready-mixed mortar, and promote the industrialization of construction. “.

(3)?The pharmaceutical grade cellulose ether industry is in line with the development direction of the national industrial policy

According to the “Administrative Measures for the Identification of High-tech Enterprises” jointly issued by the Ministry of Science and Technology, the Ministry of Finance and the State Administration of Taxation, the state focuses on supporting high-tech enterprises that produce special pharmaceutical excipients such as cellulose derivatives and slow-release oral preparations. According to the implementation plan of the “Major New Drug Creation” major scientific and technological project (hereinafter referred to as the new drug project) reviewed and approved by the executive meeting of the State Council, and the “Twelfth Five-Year Plan” implementation plan of the new drug project reviewed and approved by the Ministry of Science and Technology, the National Development and Reform Commission and the Ministry of Finance, new pharmaceutical excipients The key technologies developed are included in the research topics, focusing on the establishment of new technologies and methods for the research and development of new pharmaceutical excipients such as improving the performance of drugs, providing special functions, ensuring the safety and efficacy of drugs, and promoting related innovative preparations or drug delivery systems. Research and development of pharmaceutical excipients such as slow and controlled release materials, rapid disintegration materials and immediate release materials. According to the “Twelfth Five-Year Development Plan of the Pharmaceutical Industry” (2011-2015) issued by the Ministry of Industry and Information Technology, the key points of chemical drug product and technology development include “sustained-release, controlled-release, long-acting preparation technology: for cardiovascular To meet the treatment needs of chronic diseases such as diabetes, neuropsychiatric diseases, etc., carry out research on oral slow-control agents, long-acting preparations, related excipients, and process control, and promote the industrial application of related drug release technologies.” Pharmaceutical grade cellulose ether can be used as a sustained-release coating material, it is used to delay the drug release efficiency and prolong the drug action time, which is in line with the development direction supported by the national industrial policy.

Compared with well-known foreign brands, domestic sustained and controlled release preparations will have more price competitive advantages, which will help attract more drug manufacturers to increase the use of sustained and controlled release preparations, accelerate their promotion and use in the field of pharmaceutical applications, and help promote the domestic market. Upgrading of the pharmaceutical industry.

2. Unfavorable factors

(1)?The scale of domestic cellulose ether production enterprises is small, and the homogenization competition of low-end and mid-end products is fierce. The production capacity of my country’s cellulose ether enterprises is relatively small, and the annual production capacity of many small enterprises is below 2,000 tons. The production technology is backward, the production equipment is simple, the environmental protection measures are not complete, and the environmental pollution is serious. The products are mainly positioned in the low-end market. In terms of product structure, most enterprises focus on the production of some building material-grade products with relatively low-quality requirements, with a single variety and fierce competition for product homogeneity. Compared with developed countries, the overall competitiveness of this industry still needs to be improved.

(2)?Insufficient domestic application technology services and talent reserves

The cellulose ether industry started early in developed countries. Internationally renowned manufacturers are major suppliers in the global high-end market and have mastered the advanced application technology of cellulose ether. my country’s cellulose ether industry started relatively late. Compared with developed countries, the number of people engaged in cellulose ether research and production in my country is small, and the reserve of high-level professionals is obviously insufficient. In terms of cellulose ether research and development and application technology, etc. There is a certain gap. Affected by the lack of application technology and talent reserves, domestic cellulose ether enterprises mainly produce general-purpose products, and there are few personalized products for the specific needs of downstream customers, which affects the use effect of the products, and it is difficult to fully meet the needs of customers. Product added value and market competitiveness.