I. Global pesticide market distribution in 20 19 years
1. Overview of global pesticide market
The variety structure of 20 19 pesticide has changed a lot, and nicotine, benzoyl urea, hydrazide, pyrimidine amine, macrolide, heterocyclic ring and diamide are being widely used. Although pyrethroids and nereis are still concerned, they are gradually being replaced; Organophosphorus and carbamate gradually shrink, totaling 2 14. At present, only more than 20 varieties are commonly used. However, organochlorine has been eliminated.
Judging from the trend of global pesticide market, Asia-Pacific and Latin America markets are still the main pesticide markets. At present, the pesticide market mainly faces the following four situations: first, traditional products still occupy an important share of the local market; The second is to pay attention to the prohibition and restriction risks brought about by regulatory trends; Thirdly, the introduction of patent expired products and the combination of conventional products are important directions to open up the market; Fourthly, the fluctuation of bulk products is the core factor affecting the trend of pesticides in the local market.
Focusing on core products is an important way to grasp the global market of pesticides: diamide pesticides are the only emerging categories with great breakthroughs at present; Traditional products still occupy an important position, and their industrial chain layout has become the key to operation; With the improvement of drug use level, preventive and persistent pesticides have become important compatible components of traditional products; Pay attention to the market opportunities brought by the substitution scheme of prohibited varieties.
The development trend of pesticides oriented to crop schemes: the main crops pay attention to control efficiency, resistance and environmental risks; Excellent crops pay attention to diversified combinations, quick-acting and sustainable combinations; The crop upgrading scheme of existing products has become the direction of pesticide upgrading in the global market; The combination of "basic ingredients+synergistic ingredients" enhances the market performance of old products on crops.
2. The main trends of bulk products:
Pesticides are still mainly imitation products: old products are still the main force in the current market; The frequency of new product upgrading is low; Traditional products continue their vitality through combination.
Large products with expired patents are very concentrated: diamide pesticides stand out; Spinosad series is ready to go; Bulk products are relatively scattered.
The trend of supervision has become the key to determine the fate of products: prohibiting and restricting the use and the risk of product upgrading; Combination scheme and resistance management; Obtain imitation products; Market value of substitute products.
Two. China pesticide export 20 19
Three. Changes of 20 19 pesticide market
First, the product level changes-patented products still dominate the market, but there is a trend of diversification of patented products. Multinational companies strengthen their monopoly on the market by promoting new product combinations. Old products have been evaluated and eliminated at an accelerated pace, and products from multinational companies have filled the gaps in the market, especially the original research products from Japanese companies have become an important force in the market. Second-tier multinational companies are committed to developing novel mixtures and strive to strike a balance between patented products and imitation products. Change has become the main theme of the big market, and the diversity of preparation promotion has replaced stability.
The second is the change of supervision level-the supervision of major markets tends to be strict, and product registration presents a "diversified" path. Pesticide enterprises should pay attention to the different laws and regulations of major markets in the world, and the reassessment of the EU market leads to the restriction of old products; India encourages local production registration and exclusive export registration; To strengthen the cooperation between Asia-Pacific countries and ICAMA in China, we should pay attention to the domestic compliance of China products; Update of registered laws and regulations in Latin America, change of toxicological assessment guidelines. Need to pay attention to the enhanced liquidity of registered resources for product safety assessment.
Third, the level of the industrial chain changes-China manufacturing maintains its advantages, but the ways of realization are diversified. The product processing layout of multinational companies makes the original drug segmented and the preparation localized. The tightening of environmental protection supervision and the improvement of registration threshold have formed a situation of product advantages and industrial resources concentration. At the same time, on the basis of M&A, there are active ingredient resource reorganization, product line reorganization and processing layout schemes among companies. The demand for intermediate products in India, Turkey, Russia and other major OEM markets has surged. Although new varieties of pesticides are difficult to appear, different crop solutions formed around existing varieties have accelerated the development of additives, plant protection technology and other industries.
Fourth, the level of competitors changes-large enterprises consolidate their advantages through integration, medium enterprises strengthen their channels through sinking, and small enterprises seek innovation to strengthen their characteristics. We can see that in recent years, conventional product resources are concentrated in large enterprises, and the advantages of industrial chain are further highlighted. The merger and reorganization of enterprises has promoted the circulation, integration and effective utilization of registered resources, and the validity and applicability of registration certificates have become the focus of resource evaluation. The development trend of customized processing has created new development opportunities for enterprises, while the innovation of product mix and promotion scheme has accelerated, making the trend of channel diversification more obvious.
Fourth, the development trend of global pesticide market
1. There are very few products with expired patents.
2.OEM layout
The principle of non-intervention in registration: R&D of second-tier companies in Japan, South Korea or Europe has little market concentration; The possibility of imitating the company's independent promotion is low. Independent registration is low in cost performance.
Quality control principle: attach importance to the requirements of the original research company for intermediate impurities and improve the quality inspection system of the enterprise.
The search and layout principle of OEM enterprises: where are the potential OEM enterprises? What are my strengths? Cycle cost, quality control, process? Pay attention to long-term cooperation and follow-up services
Taking chlorantraniliprole as an example, its core intermediates are 2- amino -5- chloro -N, 3- dimethyl benzamide, 3- bromo-1-(3- chloro -2- pyridyl)-1H- pyrazole -5- carboxylic acid.
At present, the OEM situation of formamide in a domestic enterprise: in 2065438+2008, the export was 556855 kg, with an average price of 49.70 USD and quarterly pricing. In 20 19, the exports were 4 13, 15 1 kg, with an average price of 55.30 USD.
It is worth noting that the export price to India is $24/kg. At present, domestic enterprises and Israel Adama have planned production, and the global demand (including DuPont) is estimated to be about10.6 million tons. 20 18 export 1,176,000 kg,124,486,582 USD, with an average price of 105.85 USD. 20 19 exports 1 0,094,813kg, 3110,081523 USD, with an average price of 100.55 USD.
This product is also the core intermediate for the synthesis of DuPont deltamethrin.
How to judge the future prospect of pesticide products? It is a good way to develop mixed products on the basis of traditional products.