The market continues to slump, the natural rubber market operators, upstream and downstream enterprises have a greater impact. Plastic agricultural revenues, rubber plantations cut trees, abandoned cut "intensified.
Hainan integrity in late summer June, but as one of the important industries of natural rubber industry is a chill.
In recent years, commodity prices plummeted, natural rubber prices in 2011 from the highest price of more than 40 thousand yuan / ton, down to the end of last year more than 9000 yuan / ton, the current production line in the vicinity of low operating costs. The market continues to slump, the natural rubber market operators, upstream and downstream enterprises have a greater impact. Plastic agricultural revenues, rubber plantations cut trees, abandoned cut phenomenon intensified. For the development of the industry, the Securities Times reporter to follow the Tokyo commodity exchange and Huatai futures to Hainan field research.
Abandoned cut intensified
The Securities Times reporter came from Hainan Wushi farm Qiongzhong County, more than and 122 km from Haikou City, the main planting farm natural rubber. In a rubber plantation, Wushi farm responsible person, the rubber is a new rubber plantation planted around 2008, covers an area of 200 acres.
The person in charge, if the management is perfect, a rubber tree from the seedlings to open cut, need 7, 8 years, generally can cut about 16 years. In Hainan local, tapping time is generally at 3, 4 points, 10 points around the morning for plastic, once a day only a cut, and rainy days can not harvest. Now, young people almost no one is willing to farm the number of glue tapping, a few years ago from more than and 300 to less than 200 people.
In addition to facing labor shortage, but also to deal with the decline in the price of plastic and the cost of rising pressure. The official said, for example, a simple plastic bowl, a few years ago the price is 3 cents, and now the price of about $1.1.
In the state subsidies and other factors, there is almost no waste cutting phenomenon, but in private rubber plantations, farmers cut down trees "abandoned cut" phenomenon continues to increase. In the Hainan area, private and state-owned rubber yield ratio was about 5:5 in.
Hainan local industry estimates, there are about 60% private rubber plantations had been abandoned or cut down fruit.
Hainan natural rubber industry (Hainan Rubber Group) executive vice president Xie Xinghuai on Securities Times reporter said that farm planting cost is relatively high, cost about 13 thousand yuan, but now the market price of only 10 thousand yuan glue. The farm, farmers grow their own relatively low cost a lot, but not to the outside if tapping income high wage income, they will choose to abandon the cut, cut or even switch to other varieties of rubber tree.
In fact, not only in Hainan, in other areas of natural rubber, such as some parts of Southeast Asia, a similar situation.
General manager of the Tokyo commodity exchange general manager of the Department of the palace was introduced in recent years, Thailand and Indonesia and other major areas of natural rubber to take the purchase and storage, restrictions on exports and other means, but did not change the price of natural rubber decline.
Huatai chemical energy futures researcher Chen Li said, from the fundamentals of supply and demand situation, the supply direction turned loose, demand is reduced, so the natural rubber sustained rebound conditions are not ripe, sustained rebound is doubtful. Only wait for the warehouse digest, it may be involved in the opportunity to do more.
Period is now combined with crack industry dilemma
In the first quarter of this year, although the price of natural rubber in the macro and seasonal impact of improved supply and demand, rebounded, but in May fell rapidly. In the second half of the industry how to overcome the dilemma, looking for new breakthroughs in development, which are concerned about the topic of the rubber industry chain.
Securities Times reporter came to China's largest natural rubber production enterprises - Hainan rubber. At present, the company owns 3732 acres of rubber nursery, 3 million 530 thousand acres of rubber plantation, 19 processing plants, production capacity of more than 400 thousand tons, the main products include whole milk and concentrated latex adhesive, wherein the adhesive is the whole milk of Shanghai futures exchange certification of the delivery of the subject.