Protection of the Ministry of Atmospheric Administration issued the "Beijing-Tianjin-Hebei and the surrounding area 2017 air pollution prevention and control work program" (hereinafter referred to as "work program"), Beijing-Tianjin-Hebei air pollution transmission channel Beijing, Tianjin and Hebei, Shanxi, Shandong, Henan 4 provinces of 26 cities. Among them, 26 cities are: 8 cities in Hebei Province (Shijiazhuang, Tangshan, Langfang, etc.); Shanxi Province 4 cities (Taiyuan, Yangquan, Changzhi, Jincheng City); Shandong Province 7 cities (Jinan, Zibo, etc.) Zhengzhou, Kaifeng, Jiaozuo, etc.).
The above "work program" clearly requires the implementation of special emission limits for sulfur dioxide, nitrogen oxides and particulate air pollutants discharged from all steel and coal-fired boilers in the "2 + 26" urban administrative area by the end of September; Tianjin, Hebei and the ring The end of October before the end of the city to complete the illegal "small scattered pollution" enterprises to ban and small coal-fired boilers "cleared by the end of October, the city of Bohai, "Work, Beijing, Tianjin, Langfang, Baoding to complete the" coal forbidden zone "construction tasks, the other completed every city to 50,000 to 100,000 to coal or coal on behalf of the coal on behalf of the coal; before the end of December, 28 cities are required to install 10 sets (sets) left and right fixed vertical remote sensing equipment, 2 sets (sets) mobile remote sensing equipment.
16 evening, the printing out of the "Development and Reform Commission Office [2017] No. 656 - on the issuance of" clean up the electrolytic aluminum industry illegal project action program "notice. At this point, spread more than two months to the production capacity of rumors or will be landing, the file or in the recent disclosure in the official website, please pay attention to investors.
0 Comments2017-04-17 10:16:00 Source: Securities Market Red Weekly See the main force to buy what!
Xinjiang Changji government issued a notice on the 14th, decided to stop the three companies in Changji City, illegal construction of electrolytic aluminum production capacity projects, with a total capacity of 200 million tons. It is reported that one of the 800,000 tons project is not approved by the first building, has been completed. Although Xinjiang has a low price advantage, but the local is also facing water shortage and other issues.
Since the beginning of this year, all levels of government departments have expressed in different occasions on the positive side of the reform of the supply side of electrolytic aluminum . With the establishment of the new security zone, green environmental protection is becoming the focus of the Beijing-Tianjin-Hebei region, the market supply of aluminum policy on the introduction of the policy is expected to gradually warming.
Institutional research report that if the supply side to reform the production capacity to reach 300 to 500 million tons, and then consider deducting part of the zombie production and heating season production, supply will tend to tight balance, and may even be in short supply.Coupled with the recent global aluminum stocks continued to decline, aluminum prices are now easy to rise or difficult to fall.
Commodity Intelligence- Weiquiao (9).pdf