想要避避風,淡季去廣東。不知什么時候,這句話成了農藥廠(chang)商(shang)(shang)(shang)的座(zuo)右銘。目(mu)前,北方(fang)的秋播(bo)即將進入(ru)尾聲,大部(bu)分農(nong)藥(yao)企業的市(shi)(shi)場也都象(xiang)(xiang)候鳥似(si)的向南(nan)方(fang)遷(qian)移,尤其是海南(nan)、廣(guang)東等地成為眾多廠(chang)商(shang)(shang)(shang)看好的熱(re)點市(shi)(shi)場。目(mu)前,全國2000多家農(nong)藥(yao)企業的產品在(zai)廣(guang)東均(jun)能(neng)找到(dao)其蹤影,廣(guang)東已成為農(nong)藥(yao)企業必爭之地。但今年入(ru)冬以后的廣(guang)東農(nong)藥(yao)市(shi)(shi)場將有可能(neng)出現冰火兩重(zhong)天的景象(xiang)(xiang),欲要南(nan)下的農(nong)藥(yao)廠(chang)商(shang)(shang)(shang)必須重(zhong)新審(shen)視這塊(kuai)市(shi)(shi)場。
廣(guang)東(dong)是(shi)(shi)我國農(nong)(nong)藥(yao)(yao)生(sheng)(sheng)產大省,也是(shi)(shi)消費大省之(zhi)一(yi)。廣(guang)東(dong)省農(nong)(nong)作物年(nian)種(zhong)植(zhi)面(mian)積(ji)約在6700萬畝左(zuo)右,加上炎熱的(de)氣候(hou)與一(yi)年(nian)多熟所帶來的(de)發(fa)(fa)生(sheng)(sheng)偏重(zhong)病蟲(chong)害(hai)為農(nong)(nong)藥(yao)(yao)市場(chang)打開了持續發(fa)(fa)展的(de)空(kong)間。特別是(shi)(shi)獨(du)特的(de)氣候(hou)為農(nong)(nong)作物主要病蟲(chong)害(hai)發(fa)(fa)生(sheng)(sheng)帶來了有利條件,發(fa)(fa)達(da)的(de)經濟與南(nan)方(fang)嚴重(zhong)發(fa)(fa)生(sheng)(sheng)的(de)病蟲(chong)草害(hai)造就了較大的(de)農(nong)(nong)藥(yao)(yao)市場(chang)。并(bing)且(qie)隨著農(nong)(nong)業(ye)(ye)經濟的(de)快速發(fa)(fa)展,農(nong)(nong)民種(zhong)植(zhi)業(ye)(ye)投入意愿增(zeng)強,農(nong)(nong)藥(yao)(yao)需求出(chu)現穩步增(zeng)長趨勢。目前,廣(guang)東(dong)農(nong)(nong)藥(yao)(yao)市場(chang)的(de)年(nian)消費量(liang)高達(da)71316.8噸(商品量(liang))。每到(dao)淡季(ji)也有很多農(nong)(nong)藥(yao)(yao)廠家南(nan)下,布局華南(nan)市場(chang)。今(jin)年(nian)的(de)淡季(ji)也不例外,很多企業(ye)(ye)欲到(dao)廣(guang)東(dong)安營(ying)扎寨,尋(xun)金探寶。
另一(yi)方面(mian)(mian),盡管廣(guang)東市(shi)(shi)場大,但(dan)到了冬季(ji),農(nong)(nong)藥市(shi)(shi)場有變化(hua),需求有限。雖然今(jin)年(nian)南方農(nong)(nong)民受農(nong)(nong)產品價格影響,種(zhong)植積(ji)極性有所提高,但(dan)主要是熱帶水果以(yi)及(ji)(ji)一(yi)些反季(ji)節蔬菜(cai),種(zhong)植面(mian)(mian)積(ji)有限,加上農(nong)(nong)產品安(an)全等(deng)問(wen)題(ti),采取(qu)少打農(nong)(nong)藥、多用人工以(yi)及(ji)(ji)日光燈等(deng)物理(li)誘捕(bu)的辦法,將會使一(yi)些病蟲草害明(ming)顯減(jian)少。加上水稻等(deng)一(yi)些種(zhong)植面(mian)(mian)積(ji)較大的農(nong)(nong)作(zuo)物所需農(nong)(nong)藥也基本上告一(yi)段落,要有所作(zuo)為也只能等(deng)到來(lai)年(nian)春(chun)天,市(shi)(shi)場才能啟動(dong)。
因此(ci),整個冬(dong)(dong)季廣東農藥市(shi)(shi)(shi)場(chang)(chang)需求有限(xian),但每年冬(dong)(dong)天(tian)農藥企業(ye)南下的(de)(de)熱情不(bu)(bu)減。而冬(dong)(dong)季種植面積少(shao)了(le),病蟲草害少(shao)了(le),農藥需求也不(bu)(bu)大(da)了(le),而在這(zhe)個有限(xian)的(de)(de)市(shi)(shi)(shi)場(chang)(chang),供應廠家多(duo)了(le),集結在這(zhe)樣的(de)(de)市(shi)(shi)(shi)場(chang)(chang)中(zhong),競爭激烈(lie)的(de)(de)程(cheng)度恐怕不(bu)(bu)難想(xiang)象了(le),遭遇市(shi)(shi)(shi)場(chang)(chang)挫折也是在情理(li)之中(zhong)。
廣東還是著名的(de)熱帶(dai)水果(guo)之鄉。以(yi)三大廣東水果(guo)即香蕉、荔枝(zhi)(zhi)、砂(sha)糖(tang)(tang)橘為例,用農藥(yao)(yao)(yao)可大幅(fu)度增產,香蕉增產20%~30%,砂(sha)糖(tang)(tang)橘增產10%左右,荔枝(zhi)(zhi)增產10%~15%,果(guo)品(pin)質(zhi)量普遍提高(gao)。盡(jin)管近年來廣東農藥(yao)(yao)(yao)市場(chang)出現變(bian)局,稻田和(he)菜園(yuan)用藥(yao)(yao)(yao)減少(shao),但柑(gan)橘等果(guo)園(yuan)農藥(yao)(yao)(yao)市場(chang)卻異軍突起。
今年以來,廣東果樹病蟲如荔枝蒂蛀蟲、荔枝霜疫霉病、橘柑紅蜘蛛、橘柑潛葉蛾、荔枝蝽象、荔枝尺蠖、橘柑炭疽病、香蕉葉斑病、炭疽病發生中等偏重,發生2696萬畝次。上半年,果園農藥消費量一直處于增長趨勢。據估計,今年廣東省果園農藥市場中用量較大的殺蟲劑品種有敵敵畏(3000多噸)、敵百蟲 (2000多噸)、樂果(1000多噸)、異丙威(2000多噸)、殺蟲雙(4000多噸)、毒死蜱(400多噸)、阿維菌素(300多噸)等;殺菌劑品種有井岡霉素(5500多噸)、多菌靈(1300多噸)、三環唑(400多噸)等;除草劑品種有草甘膦(7700多噸(dun))、百草枯(3400多噸(dun))、丁草胺 (1300多噸(dun))等。其中,市場對阿維(wei)菌(jun)素、敵敵畏(wei)、毒(du)死蜱等高(gao)效替代產品的需(xu)求明顯(xian)增加,加上果園農藥利(li)潤較高(gao),所(suo)以,廣東果園農藥市場自然吸引了國內外(wai)農藥巨(ju)頭的眼球(qiu)。
由于(yu)今年以來(lai)原材料成(cheng)本(ben)、環保投入、運輸成(cheng)本(ben)、人工的增加,農(nong)(nong)藥價格(ge)明顯上升。加上東(dong)盟國家(jia)的熱(re)帶氣(qi)候條件更典型,氣(qi)候條件好,積(ji)溫高,因此,熱(re)帶水果的生產周期和單位種植產量(liang)差(cha)異顯著。東(dong)南(nan)(nan)亞(ya)(ya)國家(jia)和地區(qu)是熱(re)帶水果種植的天堂(tang),泰國、印度尼西(xi)亞(ya)(ya)、馬(ma)來(lai)西(xi)亞(ya)(ya)、新加坡、越南(nan)(nan)、緬甸等東(dong)盟國家(jia)大量(liang)種植,對我國果園用農(nong)(nong)藥的需(xu)求很(hen)大,為了搶占(zhan)國際果園農(nong)(nong)藥市場,廠商就(jiu)必須立足廣東(dong),不僅可以直接控制(zhi)華南(nan)(nan)市場,而且是進(jin)入港澳(ao)和東(dong)南(nan)(nan)亞(ya)(ya)國家(jia)和地區(qu)市場的跳板。
目(mu)前,廣(guang)(guang)東(dong)(dong)(dong)果園(yuan)農(nong)(nong)(nong)(nong)藥(yao)(yao)市(shi)(shi)場(chang)(chang)(chang)強(qiang)手如林。其中,江浙(zhe)農(nong)(nong)(nong)(nong)藥(yao)(yao)一(yi)馬當先,將這塊市(shi)(shi)場(chang)(chang)(chang)打造成(cheng)利(li)潤貢獻較大的(de)(de)區域(yu)。為(wei)阻(zu)擊江浙(zhe)農(nong)(nong)(nong)(nong)藥(yao)(yao)進入(ru)廣(guang)(guang)東(dong)(dong)(dong),湖南海利(li)農(nong)(nong)(nong)(nong)藥(yao)(yao)就在(zai)進入(ru)廣(guang)(guang)東(dong)(dong)(dong)市(shi)(shi)場(chang)(chang)(chang)的(de)(de)門戶(hu)要沖湖南長沙、株州和常德設立生(sheng)產(chan)基地(di)(di)進行阻(zu)擊;來自(zi)京(jing)、魯等(deng)(deng)地(di)(di)的(de)(de)北方農(nong)(nong)(nong)(nong)藥(yao)(yao)大鱷(e)對江西、湖南、廣(guang)(guang)西和福(fu)建(jian)等(deng)(deng)區域(yu)市(shi)(shi)場(chang)(chang)(chang)進行重新(xin)劃分和組合(he)(he),對廣(guang)(guang)東(dong)(dong)(dong)市(shi)(shi)場(chang)(chang)(chang)形成(cheng)合(he)(he)圍包(bao)抄之(zhi)勢。與此同時,陜西和河南農(nong)(nong)(nong)(nong)藥(yao)(yao)千(qian)里躍進,進入(ru)廣(guang)(guang)東(dong)(dong)(dong)市(shi)(shi)場(chang)(chang)(chang)腹(fu)地(di)(di)。而(er)廣(guang)(guang)東(dong)(dong)(dong)本地(di)(di)如諾普信等(deng)(deng)農(nong)(nong)(nong)(nong)藥(yao)(yao)企業為(wei)守住自(zi)己(ji)的(de)(de)領(ling)地(di)(di),出(chu)(chu)手不凡。廣(guang)(guang)東(dong)(dong)(dong)市(shi)(shi)場(chang)(chang)(chang)出(chu)(chu)現(xian)了(le)農(nong)(nong)(nong)(nong)藥(yao)(yao)巨(ju)頭(tou)混(hun)戰的(de)(de)局面的(de)(de)同時,在(zai)市(shi)(shi)場(chang)(chang)(chang)的(de)(de)縫(feng)隙間夾雜著(zhu)上(shang)海、安徽、海南、廣(guang)(guang)西、江西等(deng)(deng)眾多強(qiang)勢品(pin)牌的(de)(de)你(ni)爭(zheng)我奪。還有(you)(you)一(yi)些地(di)(di)方品(pin)牌在(zai)沖沖殺殺,如山(shan)東(dong)(dong)(dong)的(de)(de)濱農(nong)(nong)(nong)(nong)、京(jing)蓬生(sheng)物、勝邦(bang)綠野、勝邦(bang)魯南、高密(mi)康豐、德州恒東(dong)(dong)(dong)等(deng)(deng)均來廣(guang)(guang)東(dong)(dong)(dong)欲(yu)覓戰機(ji)。在(zai)主戰場(chang)(chang)(chang),各大廠家(jia)激戰正酣。浙(zhe)江龍游綠得農(nong)(nong)(nong)(nong)藥(yao)(yao)化工(gong)有(you)(you)限(xian)公司(si)、連(lian)云港(gang)立本農(nong)(nong)(nong)(nong)藥(yao)(yao)化工(gong)有(you)(you)限(xian)公司(si)、紅(hong)太陽股(gu)份公司(si)、江西電化有(you)(you)限(xian)責任公司(si)、沙隆達股(gu)份公司(si)、清華(hua)紫光(guang)集團等(deng)(deng)正在(zai)新(xin)建(jian)或擴建(jian)生(sheng)產(chan)線(xian),以(yi)強(qiang)化市(shi)(shi)場(chang)(chang)(chang)力量,沖擊華(hua)南市(shi)(shi)場(chang)(chang)(chang)。廣(guang)(guang)東(dong)(dong)(dong)果園(yuan)農(nong)(nong)(nong)(nong)藥(yao)(yao)市(shi)(shi)場(chang)(chang)(chang)成(cheng)為(wei)中外(wai)農(nong)(nong)(nong)(nong)藥(yao)(yao)大鱷(e)們的(de)(de)必爭(zheng)之(zhi)地(di)(di)。
廣(guang)東果園(yuan)(yuan)農藥(yao)市(shi)(shi)(shi)場究竟有多(duo)大,能(neng)否持久活躍下去?俗話說(shuo),花無百日(ri)紅,市(shi)(shi)(shi)場也(ye)是如此。進(jin)入冬(dong)季(ji),廣(guang)東果園(yuan)(yuan)農藥(yao)市(shi)(shi)(shi)場未來需求仍有一定變數,千軍萬馬戰果園(yuan)(yuan),場景固然壯觀,但市(shi)(shi)(shi)場份額有限,你又能(neng)夠分到(dao)幾杯羹(geng)?再者(zhe),辯(bian)證(zheng)地(di)(di)看,眾人都(dou)看好的未必就是最好的,換句話說(shuo),大家都(dou)看好果樹(shu)農藥(yao)市(shi)(shi)(shi)場,未必就是一個長久的市(shi)(shi)(shi)場,隨著加(jia)入者(zhe)的增多(duo),市(shi)(shi)(shi)場衰敗的風險也(ye)在不斷(duan)地(di)(di)加(jia)劇(ju)。南下的農藥(yao)廠商,你們要(yao)警惕!