america stock market . 5/4/17

 You have to be on drugs to get Tesla's business.

 Intel CEO Krzanich : best time ever to buy a PC .

 How to play ahead of jobs report.

 Cramer : Remix : this stock at home in your wallet could be ready to rally.

amercia stock market . 25/04/17

 Cramer Remix : Why a cereal company and health care play have more in common then you think.

 Cramer : those 3 Dow components explain why the market isn't all that expensive.

 Cramer's charts show the market is not done going higher.

 Cramer compares the 2000 dotcom bubble bust to today's market moves.

 today Dow get 230 , 20990 and yesterday Dow get 216.  Nas over 6000.

America stock market 24/04/17

 Cramer Remix, here, What a government shutdown could mean for your money.

 ' Dumb and Dumber' are key drivers of T-Mobile's success ,CEO John Legere says.

 Magic behind Hasbro's earning beat.

 Tax cuts not driving this rally.

R.J.HESS 目录. 160115

 耒源于CEN,追索过去封面广告,R.J.HESS是其中之一. 当时1964年广告,分装桶子,服务顾客,

至今犹在. 工业品往往几士年. 它不与DU PONT等重复. 因为大公司有自己的分销系统.

HESS的经营目录属於 specialy chem. 共有八类. 其中第一类 surfactants 占较大比重.

这中间 Air Product 又占了大部份.都有商品牌号. 例如 Tomamine, 就有 50-100种. 又查

中国出版进出口化工 2013 年 non-ion , 中国进口达8 万吨.  为了核实,给上海天坛助剂厂

打了电话,看了网站,但登的广告是按用途(不是化学结构)分为7-8类,不易核对.

 HESS的整个目录都有价值, 那些现在值得去做,有特研究.

走向新工业时代. 160114

 家里网络不通,打custom service 电 话,讲: internet does't work, 几分钟,好就了,自动的.

图书馆里电脑标有3M, 我以为 3M 搞材料的,也有制造电脑的能力.

 昨天,电视介绍GE展览会, 引导工业新潮流, 还是那位 CEO 约5年前,就加强软件建设,

有5000位软件工程师. 再说 3M 也是多年积累, 仅 logistic 的软件队伍,就有300多位.

 看耒,这些美国公司与电脑行业的界限已经打破. 不仅美国,德国 Siemens 公司也一样.

 过去是兰领(blue collar), 白领 (white) ,现在坛加了新领(new collar) (见昨天申视).

如果企业,缺了新领, 是走不进新工业时代. 现在最需要的是云端与统计分析等. 但这知识

有深度,不是一时就能达到. 不过对中国来说人才有优势,走向新时代有利条仲.

信息中找项目,网络上找服务. 160113

在这里读,看,想,常觉得有好些事,可以做. 但是要执行,却"人,财"二空. 语言也是半通.

所以经常想去上海老家,试试有无路子.

 多年收集信息,主要化工,化学,产品,技术,从中理出一些"项目"及相关公司.从实际出发,

我偏爱小的,能够上手. 以此服务,主要从美国到中国.并且写在blog止,便于查阅.

 网络的发展,也是鼓励我活动原因之一. 最近出来的slack, 使团队或实验室,有了更好的

交流办法, 若有幸参与,将尽全力.

 最后,能不能做服务网,代购呢？願美梦成真.

How slack-ing helps chemists manage their labs. 160112

A messaging app called slack is helping academic research groups communicate more effectively.

矽谷崛起迠立快速坛长的公司梦及工作力量. 这就是象Anne J.McNeil化学教授对它在Michigan实验室所想

1. Mcneil 在Michigan 大学研发 新GEL 和 polymer .她有HHMI 教授头衔.


2.Slack 信息软件的基本介绍. 它在电脑,手机,平板上,为团队,集团而设计.讨论目标,项目,细目.

它包括 Samsung linkedin, the national aeronautics & space administration and even C &EN.

3.McNeil's 用 Slack 在1周内送400项信息和70个文件.包括杂志论文与会议总结.

4. 文中比较了 Slack 与 E-mail.

From :C & EN    july 18,2016 

HPLC 查考 (读 HPLC 50 years) 160111

1.HPLC 仪器. 中国内,上仪厂 : 50,000-65,000. 与美国网上 $ 8,000-12,000.  大致相当.


2. 埴料  . 核-壳型, Dupont 公司成果, 硅胶型 大概是 grace  公司.


 这二个类型,过去上海试剂厂都试制过.


3.装柱仪.  北京有,客户是中科院. 是进口组装. 大连也有.


4.ODS C-18 也有专业公司,如YMC American.


5.HPLC总产值 : 2015  $7.062 billion ---2020   $ 9.23 billion.

polyurethane makers prepare for a phaseout. (specialty chemicals). 160110

As along-used curative for urethane elastomers faces a ban in Europe, polyurethane suppliers look at


alternatives.


Companies such as Chemtura are trying to find alternatives to MOCA in polyurethanes.


4,4'-methylenebis 2-chloroaniline.  MOCA or MbOCA.


From: CEN JUNE 6,2016

" skills gap"hits the factory floor. ( specialty chemicals). 160109.

Small chemical producers reach out to community colleges for operator training.


Job gab : projected manufacturing job by the year 2025.


3.4 million : jobs are likely to be needed over the next decade.


2.7 million : Jobs will be created by the  retirement of baby boomers.


700,000  :jobs will be created by economic expansion.


1.4 million : jobs are likely to be filled.


600,000 : jobs were unfilled in 2011.


2 million : jobs are expected to remain unfilled in 2025.


From : CEN  MAY 23, 2016.


文中 Avatar,也许就是过去Baker等试剂公司,经过资本重组. 它看好前景. 这个10年结束时,


美国化工处於世界榜首. Avatar从配套食品,医药出发引伸到职工培训.


从培训视频看到的工塲与过去上海化工行业的车间差不多,上一代与下一代之间没有大沟.

HPLC struggles with its version of Moore's law.(analytical chemistry). 160108

Technique confronts practical limitations in pursuit of greater speed and accuracy.


"pretty soon the physics of smaller chromatography particles will run out of gas." Mike Yelle,


separations technology vice president at Waters.


From : CEN JUNE 13 , 2016


这个Moore's 定律, 从半导体发展中引过来. 每24个月尺寸就变得更小.

50 years of HPLC. 160107

A look back at the history of high -performance liquid chromatography and the column-packing


materials that enable its success.


from : CEN  JUNE 13, 2016


HPLC 在 现今分析中处领导地位, 回顾它的技术与仪器进步的过程. 使我警诧的,在起源中,


Du pont 公司起了极大的作用, 还有Dow 公司. 过去知道 Waters, 或Varain 仪器公司.


过去, 上海试剂厂, 分析,测试方面在行业中走在前面,用HPLC做了一些剖析工作. 在后面


也做了薄壳微珠的试制工作, 这些人与事也快50年了.


改革开放与国际接轨,也促进了HPLC的发展.  差不多 20 年 前, Du pont 公司, 上海农药分析


用HPLC, 价 $20万, 是当时国内最先进设备.

Evonik will acquire Air product's. (specialty chemicals) 160106

Air product & chemicals has agreed to sell its performance materials division to the German specialty
chemical maker Evonik Industries for $ 3.8 billion in cash .
Air products performance materials at a glance.  TOTAL SALES: $ 1.04 BILLION.
Key epoxy-curing agent products: Curing agents, accelerators and catalysts; adhesive promoters.
Key polyurethane additive products: Catalysts, surfactants, and curatives .
Key specialty additive products: Surfactants, dispersants, and defoamers.
Following the deal announcement, Moody's took the unusual step of upgrading Evonik's credit rating,
noting that the acquired business is a "good fit" and that Evonik has "sufficient headroom" financially to supper the purchase.


 From : CEN  May 16,2016

C & EN profiles WuXi Apptec. 160105

这是来自 C & EN MARCH 14,2016 的报导. 归类入 Outsourcing.
付标题  Chinese contract research giant.
小标题 Founder Ge Li claims no interest in launching his own drugs or relisting on Chinese stock exchange.
然后再听浦东电视台,记者采访李革20分钟短片.
首先感到从2011创业至今,职工过1万,1000人在美国. 这样的组织发展相当快. 其中4,000化学
工作. 全球第一.
第二,就营业来说,总销售中实验室服务占60%, 小分子制造 25%. 都是需要动手的.
总之,它是全新的模式,值得学习.

关於 salesforce. 160104

重读往日salesforce 复印资料,并上网追踪.


1.近传言 Microsoft 正考虑并购 salesforce. Jim cream 评论它是云计算中做得最好.


既公司CEO也出面介绍,从背景看,也是整架的电脑板与线路.


2. B2B的文章,是从2010-2011 salesforce 期刊上看到,作者名paul nylon,他在2016出新书.


3.核心是CRM, 即顾客关系管理. 其中2010年根据Mckinsey 的顾客统计分析.

apple CEO Tim Cook 在 CNBC mad money 中 与 jim cream 谈公司近况. 160102

今日报戴 apple 股价大跌, 同日在mad money 节目中,看到 Cook 与 jim cream的对话,


二者大不一样. 据 cook 介绍 市塲销售良好,去年在大中国区挣钱$58B,手表升40%.


各类用户都好. 他不介意street 的反应.

Reagent chemicals. 11th editor. 160101

由ACS 负责的 试剂标准与分析方法,11版於2016年1月出版了. 上一次是2006年,相距10年,


可称颁望己久. 几年前,就有试剂行业的老专家, 关心它的出版.


我现在看到的是网上的信息,例如分析方法改用仪器, 以重金属分析用ICP,代替过去硫化物.


试剂的纯度应比原来提高,因为过去用於高纯产品的手段,用到一般产品上.


品种只坛加5-6种,还是400种. 另外,至今这里大学图书舘中都还没有此书.

2015 年 CEN 小结. (草) 150119

 将今年的CEN中提出以下5条,值得特别关注,供 讨论.


1. 今年化工业公司大改组Du pont ,Dow ..等,都把业务拆开耒.


2.    12 杰出年轻科学家选拔今年首次,,以后每年进行.


3. internet 与 chemistry 关系, 首次专题报导.


4.  2次版面报导中国.


5. 有关医药靶向治疗癌症及免疫因子成功的报导.

Earnings grow in tough climate. 150118

 In-demand specialties helped offset weakness in agriculture and construction.


In the short term,  the move strengthens the U.S. dollar, potentially harming exports of U.S.-made


products by making them more expensive. In the first half of this year, U.S. exports to China were


off by 3.6%, compared with last year, while imports increased by 7.2%, according to the ACC,


a trade group. that suggests the chemical trade deficit with China-which was $729 million in 2014


-is likely to expand.


 Those moves will leave Axiall with only chlorovinyls, a business that had a poor second quarter


because of weak pricing    for caustic soda and polyvinyl chloride compounded by unplanned


outages. Lower natural gas prices helped but did not rescue result. Similarly, PVC maker Westlarke


Chemical reported lower prices for all of its products. But its acquisition of Vinnolit, a specialty PVC


resin business, enabled it to grow sales by 13.0% and earning by 7.0%.


 Indeed, in the current slow-growth, strong -dollar economy , chemical firms seem able to increase


sales only through acquisition.  


 From :  CEN   AUGUST 24,2015.

Chemical industry backs export bank. 150117

1.The nation's largest chemical manufacturers fighting to resurrect the Export-import Bank of the


U.S. a small federal agency that helps U.S. companies sell their products overseas.


In fiscal 2014, Ex-Im provided financing or guarantees for $ 27.5 billion in U.S. exports, supporting


more than 164,000 American jobs at 3,300companies,according to White House data.


Export credit agency financial support in 2013, $billion.


China , 153.8 ;Japan ,104.0  ; Canada,  92.5  ; south Korea  , 63.5  ;Germany ,37.1;  U.S. ,27.3.

 From : CEN  JULY 27, 2015


2.  FDA urged to enforce country-of-origin drug labels.


Approximately 40% of the prescription drugs sold in U.S. are manufactured overseas, and 80%


of the active ingredients used to make drugs in the U.S. are produced in other countries,


according to FDA.


 From :  CEN   MARCH 16, 2015