新型コロナウイルス感染症 (COVID-19) 感染拡大の農薬産業への影響

2020年初頭、COVID-19の第一波が湖北省を襲ったとき、全国的な封鎖と交通規制が中国の農薬産業の生産と操業に否定的で深刻な影響を及ぼしていました。

2020年第2四半期に、中国は率先して感染症を制御し、作業再開を進めました。しかし国際レベルでは、世界貿易が打撃を受け、海外企業の農薬生産はCOVID-19感染拡大の拡大により乱されました。中国の農薬に対する海外からの需要が高まり、輸出が増加しました。

2021年、国内企業は感染拡大の影響の初期段階から回復を続け、農薬の生産と輸出は、緩やかなペースながらも感染拡大前の水準を上回る伸びを示しました。しかし、サプライチェーンの混乱、大型商品の価格高騰、製造・輸送・労働などのコストなどの障害が、中国の農薬メーカーに大きな負担を強いています。

2022年に入り、中国本土で発生したデルタ株・オミクロン株の変種は、中央政府と地方政府による様々な政治的・財政的援助があったにもかかわらず、特に中リスク・高リスク地域での生産を妨げ、全国的な物流に難題を課しています。

当レポートでは、中国の農薬産業に対する新型コロナウイルス感染症 (COVID-19) の影響について分析し、全体的な市場規模・価格水準への影響や、農薬輸出・輸入への影響、農業投入物 (AI) 別・地域別の詳細動向などを調査しております。

目次

エグゼクティブサマリー

分析手法

第1章 中国におけるCOVID-19感染拡大の影響：概略

• 中国の農薬生産量：地域別の変化
• COVID-19感染拡大における各地域の対策と影響
• 中国の農薬の全体的な価格動向 (2022年上半期)

第2章 中国における農薬の輸出入への影響 (2022年上半期)

• 中国の農薬の輸出量・輸入量
• 中国の農薬の輸出額・輸入額 (金額ベース)

第3章 COVID-19感染拡大の農業投入物 (AI) への影響 (2022年上半期)

• 中国における主な除草剤の価格分析 (2022年上半期)
  • グリホサート
  • ニコスルフロン
• 中国における主な殺虫剤の価格分析 (2022年上半期)
  • イミダクロプリド
  • クロルピリホス
  • エマメクチン安息香酸塩
• 中国における主な殺菌剤の価格分析 (2022年上半期)
  • テブコナゾール
  • アゾキシストロビン
  • カルベンダジム

第4章 COVID-19感染拡大の供給サイドへの影響

• 江蘇省
• 四川省
• 山東省
• 浙江省
• 安徽省
• 湖北省
• 河北省

LIST OF TABLES

• Table 1.1-1: China's pesticide technical output by province/region, 2020-May 2022, tonne
• Table 1.2-1: Regional measures against the COVID-19 pandemic in China
• Table 2.1-1: Import volume of pesticides in China, Jan.-June 2022, tonne
• Table 2.1-2: Export volume of pesticides in China, Jan.-June 2022, tonne
• Table 2.2-1: Imports value of pesticides in China, Jan.-June 2022, USD
• Table 2.2-2: Exports value of pesticides in China, Jan.-June 2022, USD
• Table 3.1.1-1: Operating rates of 5 major glyphosate technical manufacturers in China, Jan.-June 2022
• Table 3.1.2-1: Operation status of 3 major nicosulfuron technical manufacturers in China, Jan.-June 2022
• Table 3.2.1-1: Operation status of 4 major imidacloprid technical manufacturers in China, Jan.-June 2022
• Table 3.2.2-1: Operation status of 3 major chlorpyrifos technical manufacturers in China, Jan.-June 2022
• Table 3.2.3-1: Operation status of 3 major emamectin benzoate technical manufacturers in China, Jan.-June 2022
• Table 3.3.1-1: Operation status of 3 major tebuconazole technical manufacturers in China, Jan.-June 2022
• Table 3.3.2-1: Operation status of 3 major azoxystrobin technical manufacturers in China, Jan.-June 2022
• Table 3.3.3-1: Operation status of 4 major carbendazim technical manufacturers in China, Jan.-June 2022

LIST OF FIGURES

• Figure 1.1-1: Changes on regional output of pesticide technical, 2021 vs 2019, 2021 vs 2020, Jan.-May 2022 vs 2021
• Figure 1.3-1: China Agrochemical Price Index (CAPI), June 2021-May 2022
• Figure 2.1-1: Imports volume of pesticides, H1 2022 vs H1 2021
• Figure 2.1-2: Exports volume of pesticides, H1 2022 vs H1 2021
• Figure 2.2-1: Imports value of pesticides, H1 2022 vs H1 2021
• Figure 2.2-2: Exports value of pesticides, H1 2022 vs H1 2021
• Figure 3.1.1-1: Ex-works prices of 95% glyphosate technical in China, Jan.-June 2022
• Figure 3.1.2-1: Ex-works prices of 95% nicosulfuron technical, Jan.-June 2022
• Figure 3.2.1-1: Ex-works prices of 97% imidacloprid technical in China, Jan.-June 2022
• Figure 3.2.2-1: Ex-works prices of chlorpyrifos technical in China, Jan.-June 2022
• Figure 3.2.3-1: Ex-works prices of 70% emamectin benzoate technical in China, Jan.-June 2022
• Figure 3.3.1-1: Ex-works prices of 97% tebuconazole technical in China, Jan.-June 2022
• Figure 3.3.2-1: Ex-works prices of 96% azoxystrobin technical in China, Jan.-June 2022
• Figure 3.3.3-1: Ex-works prices of 98% carbendazim technical (White colour), Jan.-June 2022
• Figure 4.1-1: Pesticide output of Jiangsu Province, 2021-Q1 2022
• Figure 4.2-1: Pesticide output of Sichuan Province, 2021-Q1 2022
• Figure 4.3-1: Pesticide output of Shandong Province, 2021-Q1 2022
• Figure 4.4-1: Pesticide output of Zhejiang Province, 2021-Q1 2022
• Figure 4.5-1: Pesticide output of Anhui Province, 2021-Q1 2022
• Figure 4.6-1: Pesticide output of Hubei Province, 2021-Q1 2022
• Figure 4.7-1: Pesticide output of Hebei Province, 2021-Q1 2022

In early 2020 when the first wave of COVID-19 stroke Hubei Province, nationwide lockdowns and traffic controls had influenced negatively and severely the production and operation in China's pesticide industry.

In Q2 2020, China took lead in controlling the infections and advanced work resumption. However, on the international level, global trade got a hit-pesticide production of the foreign peers was disturbed by the spread of the COVID-19 pandemic. The overseas demand for China's pesticides was boosted, driving up the domestic exports.

In 2021, the domestic businesses continued to recover from the early stage of the pandemic impact, with the output and exports of pesticides growing above the pre-pandemic levels, albeit at a moderate pace. However, obstacles like supply chain disruptions, soaring prices for large commodities and costs of manufacturing, shipping, labour, etc. have placed heavy burdens on Chinese pesticide producers.

Entering 2022, the Delta and Omicron variants occurred across mainland China have hampered domestic production, especially in medium- and high-risk areas, and challenged the nationwide logistics, even though there were varied political and financial aids launched by the central and local governments.

In this report, CCM will do analysis of the impact of the COVID-19 pandemic on pesticide industry in China from the following aspects:

• Pesticide industry
• Import & export
• AI
• Agrochemical companies

Table of Contents

Executive summary

Methodology

1. Briefing on the impact of COVID-19 pandemic in China

• 1.1. Regional changes of pesticide technical output in China
• 1.2. Regional measures and effects amid the COVID-19 pandemic
• 1.3. Overall price trend of China's pesticides in H1 2022

2. Impact on imports and exports of pesticide in China, H1 2022

• 2.1. Imports and exports of China's pesticides by volume
• 2.2. Imports and exports of China's pesticides by value

3. Impact of the COVID-19 pandemic on AI, H1 2022

• 3.1. Price analysis of main herbicides in China, H1 2022
  • 3.1.1. Glyphosate
  • 3.1.2. Nicosulfuron
• 3.2. Price analysis of main insecticides in China, H1 2022
  • 3.2.1. Imidacloprid
  • 3.2.2. Chlorpyrifos
  • 3.2.3. Emamectin benzoate
• 3.3. Price analysis of main fungicides in China, H1 2022
  • 3.3.1. Tebuconazole
  • 3.3.2. Azoxystrobin
  • 3.3.3. Carbendazim

4. Impact on the supply side amid the COVID-19 pandemic

• 4.1. Jiangsu Province
• 4.2. Sichuan Province
• 4.3. Shandong Province
• 4.4. Zhejiang Province
• 4.5. Anhui Province
• 4.6. Hubei Province
• 4.7. Hebei Province