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PVC龙头微信约定提价 涉嫌垄断遭罚近亿

2017-09-11 07:07:38   中国经济网

国家发改委调查意见认为,通过微信等电子通讯方式,与具有竞争关系的经营者讨论商品价格信息并最终达成统一涨价的一致意见,属于与具有竞争关系经营者达成价格垄断协议的违法行为。

涉事企业行业影响大

记者注意到,此次诸多公司被罚均因参加“西北氯碱联合体”会议而起。据了解,该组织系早期西北氯碱企业为应对低迷的市场环境而自发组织。在“西北氯碱联合体”中,大多数企业来自西北。而根据行业网站“找塑料网”公开资料,截至2016年底,全国PVC总产能2257万吨。其中,新疆、内蒙产能占比均为18%,加上陕西的6%以及青海的5%,西北PVC产能占到全国的约47%。

“PVC行业的龙头企业,单独一家企业的产量和价格波动便可以影响整个行业了,更不用说联合起来。”有业内人士如此表示。

值得注意的是,卓创资讯对2016年5月的2016年第二次“西北氯碱联合体”会议的报道中提到,新疆天业也曾参会。这则报道显示,据不完全统计,该次会议到场企业产能总计超过1200万吨,占全国总产能的55%以上。其中,便包括前述被罚企业君正集团、亿利洁能和天原集团。

不过,新疆天业在8日晚间发布公告称,公司并未涉及聚氯乙烯树脂价格垄断事项,未收到国家发改委《行政处罚事先告知书》。对此,有业内人士分析,单是参加联合体会议尚不能直接认定为构成价格垄断。另外,鉴于新疆天业集团业务众多,处罚或许并非在上市公司层面。

此外,按照前述会议披露的资料,新疆中泰年产能185万吨,“新疆天业”年产能140万吨(含糊树脂),宜化集团年产能125万吨,内蒙君正、内蒙亿利、宜宾天原年产能分别为70万吨、50万吨和38万吨。《每日经济新闻》记者根据PVC行业专业网站我的塑料网统计数据比对,2016年国内PVC产能排名前十的企业中,有六家出席了前述“西北氯碱联合体”会议。

中泰化学财报显示,2016年中泰化学拥有153万吨聚氯乙烯树脂(PVC)产能,是我国规模最大的氯碱生产企业。

一位不愿具名的业内人士透露,西北氯碱联合体会议在当时看来是有必要性的,后来形成了惯例。但由于价格达成一致,由此对下游企业造成压力,进而引起上级部门的重视,最终受罚。

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