Shanghai Daoqin Plastics Co., Ltd.

        近 day, 山东省发改委公布 about/regarding adjustment 2019 year focus/key point project adjustment notice, main/primary and project adjustment, its in increase 补 7 month 25 day 公布 天辰齐翔100 10,000 tons nylon 66 new material project 入选, Luxi Chemical 100 10,000 tons polycarbonate (PC) PC project 退出. in 7 month 23 day, 山东省发改委 published notice: about/regarding 2019 year focus/key point project in adjustment notice.

        文 parts in and adjustment main/primary 三 原则:

        1. is separation focus/key point project investment belt/tape function, project add fast construction, fast 落 见效, 建立以 project formed is main/primary evaluation standards focus/key point project adjustment mechanism, comprehensive assessment year degree focus/key point project 推进情况, for can plan project, adjustment 退出省 focus/key point project mono, combined focus/key point project conditions, already construction start or front as formed 熟, tool has heavy large 引导, function industry type project, excellent increase 补.

        2. has has as toward, project 收回省 focus/key point project excellent policy, increase project excellent policy. through has has 进 动态 adjustment, positive 面激励, toward policy toward, elements toward excellent project poly 集.

        3. through project 自评, increase project recommendation, expert and other as 程序, combined 平时调 degree and 现场检查情况, 客观公 positive adjustment mono.

        天辰齐翔打破国 outer 垄断

         increase 补 省 focus/key point type project has 三, its in 包括天辰齐翔腾达 has company nylon new material project (year nylon new material 20 10,000 tons).

        天辰齐翔腾达, is 齐翔腾达 and China chemical industry group engineering has company and its company China engineering has company 三者共同 investment construction, combined company 注册资本 is 27 100 million yuan.

        该 project is inner sleeve/set industry chain engineering nylon 66 plant/unit, is sleeve/set will 打破国 outer enterprise, long 期垄断 upper raw materials (己二腈) plant/unit.

        太平洋证券近期 published upper company research report, data 显示我国己二腈 for outer degree 达100%, demand amount strong/high 劲, 2018 year Imported to 29.3 10,000 tons, year-on-year growth 7.7%. full 球己二腈 production capacity 184.5 10,000 tons, main/primary in in 英威达, rise 德, BASF, 道默(原 Solvay) and Asahi Kasei enterprise.

        2018 year nylon material price 暴涨, is is upper company breaking parts 己二腈 production capacity 不足, price 暴涨, year PA66切 sheet/slice 报价一 degree ultra- 4 10,000 yuan /吨, 涨幅突变.

         project formed will has 利于打破国 outer 厂家 定价权, for inner nylon industry large function.

         Luxi Chemical 100吨PC退出 focus/key point project

         from notice can 知, Luxi Chemical PC project can can is project causes 导致.

         from Luxi Chemical semi year can 看出, from 2018 year to 2019 year upper semi year company has more production capacity versus 继投入; upper semi year 业绩不理想(15.46 100 million yuan, year-on-year decline 56.16%); add upper and 戴维, Dow 纠纷未结束, Luxi Chemical 处境似乎不太妙.

(2019 year 1 month 23 day 山东省 focus/key point project mono)

         Luxi Chemical 100吨PC project R&D tool has independent Knowledge light gas method polycarbonate (PC) technology, patent 21项, overall technology to 国际先进 water 平, formed is 首家掌握 this technology China enterprise, 打破 国际垄断. can can is currently inner meanwhile PC project relatively more, PC future production capacity high pressure. 9 month 3 day in 沙(天津)石化26 10,000 tons PC project 储罐安装 engineering positive in construction start, currently 进程良 good has 序, will engineering 结束, engineering 测评, 开车试产 and other, plan 2020 year 试产. plan in 2020 year has Covestro 20 10,000 tons ester 交换PC project, Shenma 40 10,000 tons light gas PC project, 开封华瑞10 10,000 tons light gas PC project, heavy can 10 10,000 tons non light gas PC project, gas 体10 10,000 tons non light gas PC project, 海南华盛26 10,000 tons non light gas PC project, 泉州恒河 chemical industry 10 10,000 tons non light gas PC project.

        附 add 8 month 29 day 山东省发改委 notice parts: