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市場調査レポート

中国におけるセメント産業

Research Report on China Cement Industry, 2010-2019

発行 China Research and Intelligence 商品コード 336277
出版日 ページ情報 英文 60 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=102.12円で換算しております。
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中国におけるセメント産業 Research Report on China Cement Industry, 2010-2019
出版日: 2015年07月24日 ページ情報: 英文 60 Pages
概要

当レポートでは、中国のセメント産業を調査対象に今後の推移を検証・予測するほか、同産業に向けての行政政策、経済事情、需給、競合環境、価格動向、市場発展、輸出入、主要企業およびその稼働状況、投資機会、発展予測などの最新情報をまとめています。

第1章 中国のセメント産業 - 基本状況

  • 定義と分類
  • 中国経済における産業の役割
    • GDP(国内総生産)に占めるセメント産業の割合
    • セメント産業への投資分析

第2章 中国のセメント産業 - 発展環境

  • 経済環境
    • 中国経済
    • 世界経済
  • 政策環境
    • 政策の概要
    • 主要政策分析
    • 政策の動向
  • 実務環境
    • 実務ルート
    • 労働生産性

第3章 中国のセメント産業 - 稼働状況

  • 産業規模
    • 企業数および従業者数
    • 総資産
  • 供給
    • 生産力
    • 市場規模
  • 需要
    • 消費量
    • 市場規模
  • 中国のセメント価格分析
    • 価格の推移
    • 価格動向予測
    • 資金源
    • 固定資産投資
    • 企業買収と事業再編

第4章 中国のセメント産業 - 競合状況

  • 参入障壁
    • 政策障壁
    • 資本障壁
    • 鉱物資源障壁
    • ブランド障壁
    • 地域市場障壁
  • 業界の競争構造
    • 上流サプライヤー
    • 下流顧客
    • 既存企業間の競争
    • 新規参入者
    • 代替製品

第5章 中国のセメント産業 - 輸出入

  • 輸入
    • 輸入の概要
    • 主な輸入相手国
  • 輸出
    • 輸出の概要
    • 主な仕向け地
    • 輸出動向

第6章 中国のセメント産業チェーン

  • イントロダクション - 産業チェーン
  • 産業チェーンの上流
    • 石炭
    • 電力
    • 上流産業がセメント産業に与える影響
  • 下流産業
    • 不動産業
    • セメント製品産業
    • 下流産業がセメント産業に与える影響

第7章 中国のセメント産業 - 地域別分析

  • セメント産業の地域分布
  • 山東
  • 江蘇
  • 河南
  • 山東
  • 四川
  • 広東

第8章 中国のセメント産業 - 主要企業分析

第9章 中国のセメント産業 - 将来見通し

  • 発展への影響ファクター
    • マクロ経済
    • 行政府政策
    • 市場の需給
  • 供給予測
    • 生産力予測
    • 生産量予測
  • 需要予測
    • 市場規模予測
    • 細分化需要予測
  • 投資および事業展開へのアドバイス
    • 投資機会論
    • 事業展開へのアドバイス
目次
Product Code: 1507286

As an indispensible basic raw material industry for the development of national economy, production and construction, cement industry has become quite large with economic development. Since the beginning of the 21st century, cement industry has undergone a great transformation from a backward scattered mode of production to an intensive one with new technology and equipment, which has from one side demonstrated the rapid development of Chinese economy.

The economic imbalance between different regions has led to the unequal distribution and development of cement industry. Currently, a pattern of three belts, respectively Pearl River Delta represented by Guangdong Province, Yangtze River Delta represented by Shanghai, Zhejiang and Jiangsu as well as Bohai Rim represented by Beijing, Tianjin, Hebei and Shandong, has taken shape in cement industry.

Cement output in China in 2014 was 2.47619 billion tons, increasing 1.8% year on year. In recent years, cement market in China has been in a state of fluctuation. At the end of 2010, in order to hit target of utility-based energy efficiency, the Chinese government switched off power, which resulted in the short supply and therefore a historical high price of cement in the peak season; In 2011, a consensus of controlling capacity and creating benefits was reached in the trade but influenced by the new capacity, the formerly high price started to drop since the middle of the year; In 2012, as cement capacity increased greatly, the price hit a new low before picking up at the end of the year; At the end of 2013, cement price recovered to an unexpected level just lower than that at the end of 2010 due to the low price of coal; In 2014, CEMPI in China dropped from 116.77 at the beginning of the year to 99.8 at the end of the year, decreasing 14.53% within the year. And CEMPI reached its peak of 116.64 in early January and its bottom of 99.45 in early September. Within 2014, CEMPI kept dropping. Specifically, the first quarter reported the largest decline of 5.18%, the second quarter 4.58%, the third quarter 4.63% and the fourth quarter a much smaller decline of 0.95% than the former three quarters despite being at the peak season.

New urbanization which boosts the demand for cement is an opportunity facing Chinese cement industry now. From the perspectives of lag degree, development space and policy tone, urbanization will be deepened fast in a long time.

It is estimated that 13 million people will be transferred to city for every one percent increase in urbanization rate. Suppose each person needed a housing area of 30 square meters, 0.39 billion square meters will be added. Suppose 0.2 tons of cement was needed for each square meter, 78 million tons of cement will be used for every one percent increase in urbanization rate. If various supporting facilities were counted too, the practical demand for cement will exceed 0.1 billion tons. Therefore, if urbanization rate rose from 54.8% at the end of 2014 to 65% by 2020 with about 0.14 billion people entering cities, the construction of residential houses and supporting facilities will come out with a demand of over 1 billion tons for cement.

Due to the large investment in infrastructure and local governments' concern about debt and capital, the growth in infrastructure investment is expected to slow down in the next few years. In 2014, about 1.8 billion square meters of house were newly built by real estate developers, decreasing 10.74% compared with 2013. And it is estimated that the growth in real estate investment will slow down too. On the whole, infrastructure investment in 2013-2014 new projects and projects under construction will continue in the near future. Besides, the shanty town transformation, low-cost housing construction and promotion of urbanization all support the demand for cement. Meanwhile, it is also possible for the Chinese government to increase fixed asset investment so as to stimulate economic growth.

Cement industry is expected to recover its prosperity in the next few years. Besides, as structural adjustment has completed i.e. new dry process accounts for over 95% of the capacity and production line with a daily output of over 5000 tons occupies over 60% of new dry production line, both labor productivity and enterprise performance improved greatly, which fastens the development of cement industry.

As China is now at the phase of economic transformation and upgrading, there are many investment opportunities in the cement industry with the integrative development of industrialization, informatization, new urbanization and agricultural modernization.

Readers can get at least the following information through this report:

  • policy environment of cement manufacturing industry in China
  • economic situation in China
  • cement supply and demand in China
  • market competition in cement industry in China
  • downstream demand for cement in China
  • price tendency of cement
  • cement import and export in China
  • major cement manufacturers and their operation status in China
  • investment opportunity in and development forecast of cement industry in China

The author suggests the following groups of people purchase this report:

  • cement manufacturers
  • downstream industries like real estate in cement industrial chain
  • investors/research institutions interested in cement industry

Table of Contents

1. Basic Situation of Cement Industry in China

  • 1.1. Definition and Classification
  • 1.2. Role of Cement Industry in Chinese Economy, 2010-2014
    • 1.2.1. Proportion of Cement Industry to GDP
    • 1.2.2. Investment Analysis of Cement Industry

2. Development Environment of Cement Industry in China, 2011-2014

  • 2.1. Economic Environmet
    • 2.1.1. Chinese Economy
    • 2.1.2. Global Economy
  • 2.2. Policy Environment
    • 2.2.1. Policy Overview
    • 2.2.2. Analysis of Principal Policy
    • 2.2.3. Policy Trend
  • 2.3. Technical Environment
    • 2.3.1. Technical Route
    • 2.3.2. Labor Productivity

3. Operation Status of Cement Industry in China, 2010-2014

  • 3.1. Industrial Size
    • 3.1.1. Number of Enterprises and Employees
    • 3.1.2. Total Assets
  • 3.2. Supply
    • 3.2.1. Capacity
    • 3.2.2. Output
  • 3.3. Demand
    • 3.3.1. Consumption
    • 3.3.2. Market Size
  • 3.4. Analysis of Cement Price in China, 2010-2014
    • 3.4.1. Historical Price
    • 3.4.2. Forecast of Price Trend
    • 3.5.1. Source of Funding
    • 3.5.2. Fixed Asset Investment
    • 3.5.3. Acquisition and Reorganization

4. Competition in Cement Market in China, 2010-2014

  • 4.1. Entry Barrier
    • 4.1.1. Policy Barrier
    • 4.1.2. Capital Barrier
    • 4.1.3. Mineral Resources Barrier
    • 4.1.4. Brand Barrier
    • 4.2.5. Regional Market Barrier
  • 4.2. Competitive Structure of the Industry
    • 4.2.1. Upstream Supplier
    • 4.2.2. Downstream Customer
    • 4.2.2. Competition among Existing Enterprises
    • 4.2.4. Newcomer
    • 4.2.5. Alternatives

5. Import and Export of Cement Industry in China, 2010-2014

  • 5.1. Import
    • 5.1.1. Import Overview
    • 5.1.2. Major Sources of Import
  • 5.2. Export
    • 5.2.1. Export Overview
    • 5.2.2. Major Export Destinations
    • 5.2.3. Export Trend

6. Cement Industrial Chain in China, 2009-2014

  • 6.1. Introduction to Industrial Chain
  • 6.2. Upstream of Industrial Chain
    • 6.2.1. Coal
    • 6.2.2. Electricity
    • 6.2.3. Influence of Upstream Industry on Cement Industry
  • 6.3. Downstream Industry
    • 6.3.1. Real Estate Industry
    • 6.3.2. Cement Product Industry
    • 6.3.3. Influence of Downstream Industry on Cement Industry

7. Analysis of Cement Industry by Regions in China, 2010-2014

  • 7.1. Regional Distribution of Cement Industry
    • 7.1.1. Industrial Size
    • 7.1.2. Output
  • 7.2. Shandong
    • 7.2.1. Scale and Role of Cement Industry in Shandong
    • 7.2.2. Operation Status of Cement Industry in Shandong
  • 7.3. Jiangsu
    • 7.3.1. Overview of Cement Industry in Jiangsu
    • 7.3.2. Operation Status of Cement Industry in Jiangsu
  • 7.4. Henan
  • 7.5. Shandong
  • 7.6. Sichuan
  • 7.7. Guangdong

8. Analysis of Key Enterprises in Cement Industry in China, 2011-2014

  • 8.1. China National Building Materials Group Corporation
    • 8.1.1. Company Profile
    • 8.1.2. Analysis of Operation Status

(8.2-8.10. are Structured the Same as 8.1)

  • 8.2. Anhui Conch Cement Co., Ltd
  • 8.3. China National Materials Group Corp., Ltd
  • 8.4. Jidong Cement
  • 8.5. China Resources Cement Holdings Limited
  • 8.6. Shandong Shanshui Cement Group Limited
  • 8.7. Huaxin Cement Co., Ltd
  • 8.8. Taiwan Cement
  • 8.9. Hongshi
  • 8.10. China Tianrui Group Cement Co.,Ltd

9. Expectation to Cement Industry in China, 2015-2019

  • 9.1. Factors Affecting Development
    • 9.1.1. Macro-economy
    • 9.1.2. Government Policy
    • 9.1.3. Market Supply and Demand
  • 9.2. Supply Forecast
    • 9.2.1. Capacity Forecast
    • 9.2.2. Output Forecast
  • 9.3. Demand Forecast
    • 9.3.1. Forecast of Market Size
    • 9.3.2. Forecast of Fractionized Demand
  • 9.4. Advice on Development and Investment
    • 9.4.1. Discussion about Investment Opportunity
    • 9.4.2. Advice on Development

Table of Selected Charts

  • Chart Proportion of Cement Total Output to GDP in China, 2010-2014
  • Chart Average Heat Rate of Major Cement Manufacturing Processes in China
  • Chart Annual Total Industrial Output per Capita in Cement Industry in China, 2010-2014
  • Chart Cement Output in China, 2010-2014
  • Chart Fixed Asset Investment in China, 2010-2014
  • Chart Newly Built Areas by Real Estate Developers in China, 2010-2014
  • Chart Scale of Cement Market in China, 2010-2014
  • Chart Price Tendency of Ordinary Portland Cement (Grade 42.5) in Shanghai, 2010-2015
  • Chart Import of Cement and Clinker in China, 2010-2014
  • Chart Major Sources of Import of Cement and Clinker in China in 2013
  • Chart Export of Cement and Clinker in China, 2010-2014
  • Chart Cement Output by Regions in China in 2014
  • Chart Cement Output of Jiangsu, 2010-2014
  • Chart Cement Output of Conch, 2010-2014
  • Chart Operation Status of Conch Cement, 2010-2014
  • Chart Forecast of Cement Output in China, 2015-2019
  • Chart Forecast of Market Size of Cement in China, 2015-2019
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