Which industries will the fermentation of the epidemic in India affect?

The out-of-control epidemic in India has become the biggest hot spot for fermentation over the weekend. According to the latest data released by the Indian Ministry of Health, as of 8:00 on April 25, local time, in the past 24 hours, there have been nearly 350,000 new confirmed cases of new coronary pneumonia in India, with a total of nearly 1,700 confirmed cases. 10,000 cases, 2,767 new deaths, and nearly 2.68 million existing confirmed cases, a record high. As the world's second most populous country, India has absolute influence in many industrial fields. 1. APIs India has“world pharmacy”name. According to the Orient Securities Research Report, in addition to the United States, India and China are the two largest markets for the supply of APIs in the world, and the two together account for about 21% of the global industrial chain. If the non-standard market is considered, the market share of the two is estimated Higher, it can be seen that China and India have a very critical position in the global API industry chain. 2. Pesticide India is the fourth largest agrochemical producer in the world. Thanks to India's local protection policy, cheap labor costs and a relatively relaxed environmental supervision environment, the Indian agrochemical industry has developed rapidly in recent years. In 2019, India's agrochemical output value was about US$4 billion, ranking fourth in the world. India's products in the field of pesticides mainly include mancozeb, pyrethroid, carbamate, pyridine base and other products, of which mancozeb accounts for about 70%. 3. Grain India is the world's second largest agricultural country and the world's largest rice exporter, accounting for 27.1% of the global rice export market. 4. Cotton India is the world's largest cotton producer, accounting for about 24% of the world's output in 2019/20. According to the US Department of Agriculture's counselor's report, India's cotton acreage may fall by 2% in 2021/22. At present, Indian cotton is in the planting season and has gradually started planting in northern India. Under normal circumstances, full-scale planting will begin at the end of April. But at present, it seems that the domestic epidemic in India has led to a shortage of labor and a decrease in the willingness of cotton farmers to plant, or it may affect the cotton planting process, resulting in a further decline in the cotton planting area. 5. Cane sugar India’s sugar production accounts for about 17% of the world’s total, making it the world’s second-largest producer of white sugar after Brazil. In 2019/20, the output of white sugar reached 28.9 million tons. From the perspective of supply, on the one hand, most international institutions expect that Brazil's sugar (accounting for 18% of world production) will decrease in 2021/22 (the decline is expected to be 3%-8%). 100 sugar mills have not harvested, and the re-fermentation of the epidemic may lead to a slowdown in India's sugar exports. 6. Textile and Apparel India is the world's largest cotton producer, the world's largest jute producer, the world's second largest silk producer, and its yarn production capacity accounts for 22% of the world. The textile industry accounts for about 15% of India's total export earnings. Since the second half of last year, the epidemic in India has gradually heated up. Many large export-oriented textile companies cannot guarantee normal delivery due to the epidemic. In order to ensure that the supply is not affected, European and American retailers have transferred many orders originally produced in India to China for production. . For example, among the orders transferred from India to China, the orders for products such as towels and bed sheets are relatively large. At the end of last year, some manufacturers have already stated that the number of transfer orders received will be arranged in the second quarter of 2021.

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