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市場調査レポート

中国の二酸化チタンの市場機会

China Titanium Dioxide Opportunity

発行 CCM 商品コード 270369
出版日 ページ情報 英文 93 Pages
納期: 即日から翌営業日
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中国の二酸化チタンの市場機会 China Titanium Dioxide Opportunity
出版日: 2013年04月17日 ページ情報: 英文 93 Pages
概要

二酸化チタン(TiO2)産業の急速な発展に伴い、中国は、TiO2の世界最大の生産国・消費国だけでなく、2011年以降は、純輸出国として台頭してきています。

当レポートでは、中国のTiO2の市場機会について調査分析し、新興市場、探し方、戦略などを検証して、概略以下の構成でお届けいたします。

第1章 調査手法と定義

  • 調査手法
  • 定義

第2章 市場機会

  • 新興市場
    • 世界の新興市場の探し方
    • 新興市場はどこに
  • 中国の塩化物TiO2の市場機会
    • 技術における市場機会の探し方
    • 市場機会の理由
  • SCR(選択触媒還元)TiO2
    • SCRにおける市場機会の探し方
    • 市場機会の理由

第3章 戦略

  • チタン資源を探すための戦略
    • 新しいチャネル構築が必要
    • 新しい資源の探索
  • 販売チャネルを選択
  • TiO2の価格モデル

図表

目次

With the fast development of TiO2 industry, China has not only become the biggest TiO2 producer and consumption market worldwide, but also has become a net exporter since 2011. It means that China is now one of the important suppliers to the world's TiO2 market. Such transition is affecting the world's supply structure deeply and it is worth keeping an eye on the TiO2 market in China.

As the production of TiO2 is increasing fast, the supply of titanium ore is tighter than before. Over 50% of titanium ore relies on the import, and the domestic price of titanium concentrate ore has risen to USD388/t in March 2012, costing about USD1,000 in producing per tonne of TiO2. So it is important for the producers to acquire titanium resource. The question is how to acquire the resource and which place will be the best choice. In addition, along with the sluggish downstream demand, the price of TiO2 has been decreasing since July 2012. So when will be the end of the decreasing trend? Is there any model that can forecast the price trend?

Compared with the development of TiO2 production, the downstream demand is progressing much slower. Are there any new growing points for TiO2 demand?

It has been a while since Jinzhou Titanium was able to produce TiO2 by chloride process. What is the chloride process technology situation in China at present? Are there any players in China planning to build up chloride process production line? If the producers manage to produce TiO2 by chloride process in large scale, where are the potential markets and how big are they?

Under this background, are there any opportunities in TiO2 industry? To answer this question, and the questions above, CCM has made a comprehensive investigation into the industry and got some valuable findings, including opportunities and strategies.

Table of Contents

1. Method and definition

  • 1-1. Method
    • 1-1-1. Research ideas
    • 1-1-2. Two-dimensional model
    • 1-1-3. Key players' concerning scope
    • 1-1-4. Opportunity discovering
  • 1-2. Definition

2. Opportunities

  • 2-1. Emerging market
    • 2-1-1. Method to find global emerging markets
      • 2-1-1-1. Emerging markets are critical for the global titanium industry
      • 2-1-1-2. Close relation between macro economy and titanium dioxide consumption
    • 2-1-2. Where is the emerging market
      • 2-1-2-1. Future economy trend in main developing countries
      • 2-1-2-2. Future demand in main developing countries
  • 2-2. Opportunity in China's chloride TiO2
    • 2-2-1. Method to find opportunities in technology
      • 2-2-1-1. Difference of technology between China and the World
      • 2-2-1-2. High import price
    • 2-2-2. Why is it an opportunity ?
      • 2-2-2-1. Potential demand for titanium dioxide with chloride process in China
      • 2-2-2-2. Chloride process is the inevitable trend in China
        • 2-2-2-2-1. Support policies for chloride process in China
        • 2-2-2-2-2. Comparison between choloride and sulfate process
        • 2-2-2-2-3. Future trend of chloride process in China
  • 2-3. SCR TiO2
    • 2-3-1. Method to find opportunity in SCR
      • 2-3-1-1. Enviromental policy pushes up the demand for SCR
      • 2-3-1-2. Demand gap for titanium dioxide in SCR
    • 2-3-2. Why is it an opportunity?
      • 2-3-2-1. Domestic titanium dioxide in SCR is in short supply
      • 2-3-2-2. Future demand for titanium dioxide in SCR

3. Strategies

  • 3-1. Strategies for finding titanium resources
    • 3-1-1. It's necessary to set up new channels to obtain titanium resources
      • 3-1-1-1. Increasing price of titanium ore
      • 3-1-1-2. High import dependence of China's titanium resources
    • 3-1-2. Where to explore new resources
      • 3-1-2-1. Chinese enterprises went abroad for titanium resources
      • 3-1-2-2. Main destination for exploring titanium resources
  • 3-2. Selection to sales channel
    • 3-2-1. Imbalance between production and consumption
    • 3-2-2. Supply structure in China
    • 3-2-3. Selection of sales channels
  • 3-3. Price model for TiO2
    • 3-3-1. Price model and forecast
    • 3-3-2. Forecast on new construction area and PMI
    • 3-3-3. Method and procedures in building the price model

List of Tables:

  • Table 1.1.4-1: Consumption of TiO2 in China, 2006-2012, tonne
  • Table 1.1.4-2: Sales proportion of producers according to their scale, Feb. 2012
  • Table 1.2-1: Exchange rate of USD/RMB, Jan. 2007- Mar. 2013
  • Table 2.1.1-1: R value between macro economic index and consumption of titanium dioxide
  • Table 2.2.2.1-1: Average price of exported TiO2 from typical sulfate-processing companies in 2012
  • Table 2.2.2.1-2: Average import price of chloride-processed TiO2 from different origins in 2012, USD/kg
  • Table 2.2.2.2.1-1: Related policies & legislations on Chinese titanium dioxide industry, 2010-2012
  • Table 2.2.2.2.2-1: Quality comparison of sulfate-processed and chloride-processed TiO2
  • Table 2.2.2.2.2-2: Comparison of chloride process and sulfate process in China
  • Table 2.2.2.2.2-3: Cost comparison of chloride process and sulfate process in per tonne TiO2 production, USD
  • Table 2.2.2.2.2-4: Difficulties of sulfate and chloride process in China
  • Table 2.2.2.2.3-1: Projects of chloride process TiO2 in China as of April 2013
  • Table 2.3.1.1-1: Related policies & legislations on enviroment protection in China in recent years
  • Table 2.3.2.1-1: Capacity and output of SCR TiO2 in China in 2012
  • Table 2.3.2.1-2: Capacity of SCR catalyst in China in 2012
  • Table 3.1.2.1-1: China's enterprises investing in titanium ore abroad
  • Table 3.1.2.2-1: Countries with abunduant titanium resources in Africa, Asia and Oceania
  • Table 3.2.3-1: Sales proportion in different scale TiO2 producers in China, 2012
  • Table 3.2.3-2: The number of distributors of homemade and imported TiO2 in each region of China, 2012
  • Table 3.2.3-3: Comparison between producers and distributors
  • Table 3.3.1-1: Summary of TiO2 price model
  • Table 3.3.1-2: Coefficients of TiO2 price model
  • Table 3.3.2-1: Forecast on PMI in China, Apr. 2013-Dec. 2013
  • Table 3.3.3-1: Selection of representatives for demand of TiO2 in China
  • Table 3.3.3-2: Price of rutile TiO2 in Southwest China, PMI and new construction area, Jul. 2009-Dec. 2012
  • Table 3.3.3-3: Adjustment method to PMI
  • Table 3.3.3-4: PMI and adjusted PMI
  • Table 3.3.3-5: Time interval from the beginning of the construction to the beginning of the coating

List of Figures:

  • Figure 1.1.1-1: Research method-1
  • Figure 1.1.1-2: Research method-2
  • Figure 1.1.2-1: Two-dimensional model
  • Figure 1.1.3-1: Concerning scope of key players in the titanium dioxide industry
  • Figure 1.1.3-2: Concerning scope research
  • Figure 1.1.4-1: Opportunity discovering method
  • Figure 1.1.4-2: Opportunity discovered by concerning scope research
  • Figure 1.1.4-3: Capacity of titanium dioxide in the world, 2011
  • Figure 1.1.4-4: Price of TiO2 in southwest China, Jul. 2009-Mar. 2013
  • Figure 2.1-1: Forecasted apparent consumption volume increase in targeted countries by 2017
  • Figure 2.1.1-1: Flow chart of concluding ermerging market
  • Figure 2.1.1-2: Import and export of titanium dioxide in China, 2008-2012
  • Figure 2.1.1-3: CAGR of titanium dioxide consumption in target countries, 2007-2011
  • Figure 2.1.2-1: Forecasted GDPPC in the targeted developing countries, 2013-2017
  • Figure 2.1.2-2: Forecast on the future demand for titanium dioxide in the main targeted developing countries, 2013-2017
  • Figure 2.2-1: Potential demand for chloride process TiO2 in China, 2012-2017
  • Figure 2.2.1-1: Technology gap of chloride process between China and the world, 2012
  • Figure 2.2.1-2: Import volume and domestic output of chloride process TiO2 in China, 2009-2012, tonne
  • Figure 2.2.1-3: Price gap between different processes in China, 2010-2012
  • Figure 2.2.2-1: Consumption pattern of chloride-processed titanium dioxide in China, 2012
  • Figure 2.2.2.1-1: Potential demand for chloride-processed TiO2 in China, 2012-2017
  • Figure 2.2.2.1-2: China's import volume of TiO2 from Australia and D-value rate, Jan. 2012-Dec. 2012
  • Figure 2.2.2.2.2-1: Ratio of chloride process capacity in China in 2012
  • Figure 2.2.2.2.3-1: Estimated output and capacity of chloride-processed TO2 in China, 2013-2017
  • Figure 2.3-1: Estimated demand for SCR TiO2 of thermal power enterprises in China in 2017
  • Figure 2.3.1-1: New application of TiO2 in China, 2013
  • Figure 2.3.1.2-1: Gap bewteen supply and demand of TiO2 for SCR catalyst in China, 2012
  • Figure 2.3.2-1: Cost process from thermal power to SCR TiO2
  • Figure 2.3.2.1-1: Average import price of SCR TiO2 in China, 2010-2012, USD/t
  • Figure 2.3.2.2-1: Demand of SCR TiO2 in thermal power enterprises in China, 2013-2017
  • Figure 2.3.2.2-2: Estimated installed capacity of thermal power enterprises in China, 2013-2017, 0,000 Kw
  • Figure 3.1-1: Main regions with abundant titanium resources in the world, 2012
  • Figure 3.1.1.1-1: Ex-works price of titanium concentrate ore in Sichuan Province, China, 2010-2013
  • Figure 3.1.1.1-2: Cost from titanium concentrate ore in ex-works price of titanium dioxide in China, Jan. 2012-Dec. 2012
  • Figure 3.1.1.1-3: China's price of titanium concentrate ore VS the world's, 2007-2011
  • Figure 3.1.1.2-1: Output of titanium concentrate ore in China, 2008-2012
  • Figure 3.1.1.2-2: Market share of import volume for titanium concentrate ore in China, 2008-2012
  • Figure 3.1.1.2-3: Import of titanium concentrate ore from major importing countries in China, 2008-2012
  • Figure 3.2.1-1: Distribution of TiO2 and coating producers in China, 2012
  • Figure 3.2.1-2: Distribution of titanium dioxide producers in China by output, 2012
  • Figure 3.2.1-3: Distribution of coating producers in China by output, 2012
  • Figure 3.2.2-1: Imbalanced distribution of TiO2 producers in China
  • Figure 3.2.2-2: Supply structure of homemade titanium dioxide in China, 2012
  • Figure 3.2.2-3: Supply structure of imported titanium dioxide in China, 2012
  • Figure 3.2.3-1: Price of homemade and imported TiO2 in China, 2012
  • Figure 3.3.1-1: Price of rutile TiO2 and price predicted by model, Jul. 2009-Mar. 2014
  • Figure 3.3.2-1: GDP growth rate and PMI in China by quarter, 2007-2012
  • Figure 3.3.3-1: PMI in China, 2007-2012
  • Figure 3.3.3-2: Price of TiO2 and new construction index, Jul. 2009-Dec. 2012
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