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世界と中国のコバルト産業

Report on Global and China's Cobalt Industry, 2018-2022

発行 China Research and Intelligence 商品コード 602140
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=110.56円で換算しております。
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世界と中国のコバルト産業 Report on Global and China's Cobalt Industry, 2018-2022
出版日: 2018年01月25日 ページ情報: 英文 60 Pages
概要

当レポートでは、世界全体および中国国内のコバルト製錬産業について分析し、業界の発展状況や背景事情、市場規模の動向見通し (過去6年間・今後5年間分)、市場競争状態 (SWOT分析)、主な市場促進・抑制要因、内外の主要メーカーのプロファイル・業績、関連産業の構造・動向、将来の市場機会・リスクなどを調査しております。

第1章 コバルト産業の関連概念

  • コバルトの定義
  • コバルト産業の発展プロセス
    • 国際市場
    • 中国市場
  • コバルトの特性と活用分にゃ
  • コバルトの製錬手法

第2章 コバルト産業の発展環境

  • 経済環境
    • 国際環境
    • 国内環境
  • 政策環境
  • 資源環境
  • 中国の非鉄金属産業の発展環境
  • 下流工程でのコバルト主な用途
    • 電気自動車
    • コンピューター・通信機器・家電製品

第3章 コバルト市場の分析

  • 供給規模の分析
    • 世界市場 (過去6年間分)
    • 中国市場
  • 市場需要の分析
    • 世界市場/中国市場の需要動向
  • 中国のコバルト輸出量・輸入量の分析
  • コバルトの価格動向 (過去4年間分)

第4章 コバルトの産業連関構造の分析

  • コバルト産業連関構造の構成
  • 上流工程:原材料
  • コバルト製錬
  • 下流工程でのコバルトの用途

第5章 競争状態の分析

  • 参入障壁
    • 資本
    • 技術
    • 環境基準
    • 原材料供給源
  • コバルト産業の競争構造
    • 上流工程 (原材料サプライヤー) の交渉力
    • 下流工程 (顧客) の交渉力
    • 業界内・企業間競争
    • 潜在的な参入企業の脅威
    • 代替製品の脅威

第6章 国内系・外資系の主要なコバルト製錬企業

  • 世界の主要企業
  • 中国国内の主要企業
  • 中国国内の代表的なコバルト製錬企業
    • Zhejiang Huayou Cobalt Co., Ltd.
    • Nanjing Hanrui Cobalt Co., Ltd.
    • Jiangsu KLK Cobalt Nickel Metal Co., Ltd.
    • Jinchuan Group Co., Ltd.
    • その他の企業

第7章 コバルト産業の動向予測 (今後5年間分)

  • コバルト産業の動向への影響要因
    • 促進要因と市場機会
    • 脅威と課題
  • コバルト供給量の予測 (今後5年間分)
  • 市場需要量の予測 (今後5年間分)
  • コバルト産業の発展動向
目次
Product Code: 1801278

Description

Cobalt is an important raw material for superalloy, cemented carbide, diamond tool, batteries, anticorrosive and magnetic materials. It is widely applied in fields including aerospace, electronic appliances, machinery manufacturing, automobiles, chemical industry, agriculture, ceramics, etc.

Global cobalt reserves reached 7.2 million tons by the end of 2016, among which Kinshasa of Congo DRC owned 3.4 million tons, accounting for 47% -- the largest proportion in the world. The rest was shared by countries as Australia and Cuba, with proportions of 14% and 7%. China owned only 1.1% of the global reserve. However, Canada ranked the first in production volume, taking up 7% of the global figure, followed by China and Russia both with a share of 6%.

CRI analysis reveals that the difference is caused mainly due to backward infrastructure in Congo and a lack of smelting and deep-processing enterprises in Australia. Major cobalt ore producers mentioned above commonly export the materials to China, Finland and other countries for further smelting and deep-processing. Therefore, global production of refined cobalt is inconsistent with the distribution of cobalt reserves. The production volume of cobalt in China was approximately 650 tons in 2016, most of which was extracted from imported ore.

Cobalt mines and reclaimed refined cobalt are major sources of cobalt metal in the world. Cobalt ore mostly comes from copper-nickel associated ores. The two sources take up approximately 85% of the total production with reclaimed refined cobalt accounting for 10% of it. Production volume of cobalt in Glencore, Freeport-McMoran, Eurasian Natural Resources and Vale amounts to approximately 50% among major global manufacturers.

The production volume of refined cobalt exhibits a stable growth in general. The global production volume reached 93,900 tons despite a slight drop in 2016. The trend of refined cobalt in China grows in consistency with that of the world. The production volume in China reached 45,000 tons in 2016, accounting for 47.92% of the global volume. With its market status continuously rising, China's cobalt industry will exert an increasing influence on the global market. Driven by the fast-growing demand in lithium batteries in China in the early 21st century, demand for cobalt has been released in a short time. As a result, cobalt was in short supply in successive years from 2006 to 2008. However, cobalt prices were slashed by the financial crisis in 2008. Focused efforts were made to improve cobalt production capacity in 2009, resulting in a serious surplus in cobalt supply across the globe. In recent years, a balance has been struck again in global supply and demand of cobalt and the demand is exceeding the supply.

The global consumption volume of cobalt approached 103,000 tons in 2016, with a year-on-year increase of 4.3%. The downstream demand of global cobalt industry was occupied by battery demand and industrial demand of 54% and 46% respectively. Demand for batteries was mainly derived from that for 3C batteries, power batteries and energy storage batteries, among which 3C batteries accounted for 87% of the total, power batteries accounted for 12% and energy storage batteries represented a small portion. Industrial demand is mainly derived from that for superalloy, cemented carbide and ceramics.

Lithium-ion batteries for electric vehicles is estimated to experience the largest increase in consumption of battery-used cobalt. Global production volume of electric vehicles grows exponentially in recent years, with a growth rate far higher than that of traditional automobiles. The production volume in China reached 710,000 units in 2017, up by 30% over the previous year. As major raw material for electric vehicles, cobalt is expected to boast a rapid growth. Moreover, power batteries account for the largest proportion in the downstream application of cobalt. In the application of lithium batteries, cobalt is mainly applied in LCO, NCA and NCM, among which LCO is primarily used in consumer electronics and NCM is primarily used in consumer electronics and power batteries. Presently, the application of cobalt in battery is still dominated by LCO. NCM materials are expected to become a bursting point of demand for cobalt along with the development and prevalence of new energy vehicles.

According to CRI analysis, China is a major cobalt smelting country and has strong demand for cobalt. However, its cobalt reserve accounts for a mere 1.1% (80,000 tons) of the world's reserve. Kinshasa of Congo DRC has the largest reserve of cobalt and is China's major cobalt ore supplier. Cobalt ore can be classified as four major types, namely copper-cobalt ore, nickel-cobalt ore, siller-cobalt ore and cobalt-bearing pyrite, with cobalt usually mixed in the ore. With the decline in prices of copper, nickel and other metal, reduction of production or halt of production in mines are on the increase. As a result, the growth rate in production volume experienced a notable decline. In addition, political instability has been bothering Congo DRC since 2017, which is likely to result in a lowered production volume or even a shrinking supply of cobalt ore.

With rapid development in new energy vehicle industry, the global market will demand more for cobalt. It is estimated that the CAGR of production volume of new energy vehicles will exceed 30% and the CAGR of demand for cobalt for NCM-use will reach 50% from 2018 to 2022. The CAGR of demand for lithium batteries in terms of energy storage will reach 50% from 2018 to 2022. NCM is also predicted to have a higher penetration in the market from 2018 to 2022, with an CAGR in demand for cobalt of 100%. The demand for cobalt of lithium batteries in 3C and industrial application will maintain a CAGR of 2% to 3% from 2018 to 2022. It is estimated that the global demand for cobalt will stay at 10% from 2018 to 2022.

Readers can Obtain the Following Information Through this Report:

  • Development Environment of Cobalt Industry
  • Supply and Demand of Cobalt in China and the World
  • Analysis on Major Downstream Demand
  • Price Trend of Cobalt
  • Major Cobalt Smelting Enterprises in China and the World
  • Driving Forces and Market Opportunities of Cobalt Industry in China and the World, 2018-2022
  • Threats and Challenges in Cobalt Industry in China and the World, 2018-2022
  • Prospect of Cobalt Industry in China and the World, 2018-2022

Table of Contents

Table of Contents

1 Relevant Concept of Cobalt Industry

  • 1.1 Definition of Cobalt
  • 1.2 Development Process of Cobalt Industry
    • 1.2.1 Global Development
    • 1.2.2 Development in China
  • 1.3 Functions and Application Fields of Cobalt
  • 1.4 Smelting Method of Cobalt

2 Development Environment of Cobalt Industry

  • 2.1 Economic Environment
    • 2.1.1 Global Economy
    • 2.1.2 China Economy
  • 2.2 Policy Environment
  • 2.3 Resource Environment
  • 2.4 Development Environment of Non-ferrous Metal industry in China
  • 2.5 Major Downstream Applications of Cobalt
    • 2.5.1 Electric Automobiles
    • 2.5.2 3C Products (Computer, Communication, Consumer Electronics)

3 Market Analysis of Cobalt Industry

  • 3.1 Analysis on Supply Scale
    • 3.1.1 Global Supply Status, 2012-2017
    • 3.1.2 Domestic Supply Status
  • 3.2 Analysis on Market Demand
    • 3.2.1 Global Demand
    • 3.2.2 Domestic Demand
  • 3.3 Analysis on Import and Export in China
    • 3.3.1 Import Status
    • 3.3.2 Export Status
  • 3.4 Price Trend of Cobalt, 2015-2018

4 Analysis of Cobalt Industry Chain

  • 4.1 Composition of Cobalt Industry Chain
  • 4.2 Upstream Raw Materials
  • 4.3 Cobalt Smelting
  • 4.4 Downstream Application of Cobalt

5 Analysis of Competition Status

  • 5.1 Barriers to Entry
    • 5.1.1 Capital
    • 5.1.2 Technology
    • 5.1.3 Environmental Standards
    • 5.1.4 Raw Material Sources
  • 5.2 Competition Structure of Cobalt Industry
    • 5.2.1 Bargaining Power of Upstream Raw Material Suppliers
    • 5.2.2 Bargaining Power of Downstream Clients
    • 5.2.3 Competition Within the Industry
    • 5.2.4 Threats of Potential Entrants
    • 5.2.5 Threats of Substitutes

6 Major Cobalt Smelting Enterprises in China and the World, 2015-2018

  • 6.1 Global Major Enterprises
  • 6.2 Domestic Major Enterprises
  • 6.3 Leading Enterprises in Cobalt Smelting in China
    • 6.3.1 Zhejiang Huayou Cobalt Co., Ltd.
    • 6.3.2 Nanjing Hanrui Cobalt Co., Ltd.
    • 6.3.3 Jiangsu KLK Cobalt Nickel Metal Co., Ltd.
    • 6.3.4 Jinchuan Group Co., Ltd.
    • 6.3.5 Other Enterprises

7 Forecast on Development of Cobalt Industry, 2018-2022

  • 7.1 Factors Influencing Development in Cobalt Industry
    • 7.1.1 Driving Forces and Market Opportunities
    • 7.1.2 Threats and Challenges
  • 7.2 Forecast on Cobalt Supply, 2018-2022
  • 7.3 Forecast on Market Demand, 2018-2022
  • 7.4 Development Trend of Cobalt Industry

Selected Charts

  • Chart Policies in Cobalt Industry in China, 2015-2018
  • Chart Reserve of Cobalt Ore in the World and Major Regions, 2016
  • Chart Investment in Fixed Assets of China's Non-ferrous Metal Mining and Processing Industry, 2012-2016
  • Chart Investment in Fixed Assets of China's Non-ferrous Metal Smelting and Rolling, 2012-2016
  • Chart Global Production Volume of Cobalt, 2012-2017
  • Chart Global Production Volume of Refined Cobalt, 2012-2017
  • Chart Analysis on Production Volume and Reserve of Global Major Cobalt Producers
  • Chart Global Production Volume of Refined Cobalt, 2012-2017
  • Chart Production Volume of Refined Cobalt in China, 2012-2017
  • Chart Production Volume of Cobalt in China, 2012-2017
  • Chart Consumption Volume of Cobalt in China and the World, 2012-2017
  • Chart Consumption Structure of Cobalt in China, 2017
  • Chart Monthly Import Volume of Cobalt Ore Sands and Refined Cobalt in China, 2015-2017
  • Chart Import Volume of Cobalt Ore and Refined Cobalt in China, 2012-2017
  • Chart Import Value of Cobalt Ore Sands and Refined Cobalt in China, 2012-2017
  • Chart Average Monthly Import Price of Cobalt Powder in China, 2013-2017
  • Chart Monthly Import Price of Refined Cobalt in China, 2013-2017
  • Chart Monthly Import Price of Cobaltosic Oxide in China, 2013-2017
  • Chart Monthly Import Price of Cobalt Hydroxide in China, 2013-2017
  • Chart Monthly Import Price of Cobaltates in China, 2013-2017
  • Chart Monthly Import Price of Cobalt Chloride, 2013-2017
  • Chart Price of Cobaltous Oxide in China's Market, 2015-2018
  • Chart Price of Electrolytic Cobalt in China's Market, 2015-2018
  • Chart Composition of Cobalt Industry Chain
  • Chart Existence Form of Cobalt in the World
  • Chart Distribution of Cobalt Reserves in the World
  • Chart Ore Source of Kinshasa of Congo DRC
  • Chart Market Share of Global Major Cobalt Manufacturers
  • Chart Cobalt Ore Resources of Chinese Enterprises from Kinshasa of Congo DRC
  • Chart Analysis of Major Cobalt Products 36
  • Chart Consumption Volume of Lithium Batteries in the World, 2012-2017
  • Chart Operation Status of Zhejiang Huayou Cobalt Co., Ltd., 2012-2017
  • Chart Operation Status of Nanjing Hanrui Cobalt Co., Ltd., 2012- 2017
  • Chart Summary of Major Cobalt Smelting Enterprises in China
  • Chart Forecast on Production Volume of Cobalt Ore in the World, 2018-2022
  • Chart Forecast on Consumption Volume of Cobalt in China and the World, 2018-2022
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