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中国の炭酸リチウム産業:市場分析と投資価値

Research and Investment Value of China's Lithium Carbonate Industry, 2013-2017

発行 Huidian Research 商品コード 271812
出版日 ページ情報 英文 58 Pages
納期: 即日から翌営業日
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中国の炭酸リチウム産業:市場分析と投資価値 Research and Investment Value of China's Lithium Carbonate Industry, 2013-2017
出版日: 2013年05月21日 ページ情報: 英文 58 Pages
概要

当レポートでは、中国の炭酸リチウム産業について調査分析し、産業の概要、輸出入、コストと価格、下流産業などについて検証し、主要企業プロファイル、投資動向も含めて、概略以下の構成でお届けいたします。

第1章 炭酸リチウムの概要

  • リチウムの定義と特徴
  • リチウム製品の応用
  • 炭酸リチウムの概要
  • 炭酸リチウムの産業チェーン
  • 炭酸リチウムの生産技術

第2章 世界の炭酸リチウム産業の発展概要

  • リチウム資源の分布
  • 供給状況
  • 需要状況
  • 需給分析

第3章 中国の炭酸リチウム産業の発展概要

  • リチウム資源の分布
  • 生産状況
  • 需要状況
  • 既存の問題

第4章 中国の炭酸リチウム産業の輸出入

  • 輸出入の実績
  • 輸出入データ

第5章 炭酸リチウムのコストと価格

  • コスト
  • 価格
  • 価格動向に影響を与える要因

第6章 中国の炭酸リチウム産業の下流産業の発展

  • リチウム電池産業の発展
  • 潤滑油産業の発展

第7章 炭酸リチウム産業の主要企業

  • SQM Corporation
  • FMC Corporation
  • Chemetall
  • Sichuan Tianqi Lithium Industries Inc.
  • CITIC Guoan Information Industry Co., Ltd.
  • Tibet Mineral Development Co., Ltd.
  • Qinghai Salt Lake Industry Group Co., Ltd.

第8章 中国の炭酸リチウム産業の投資リスクと機会

  • 投資リスク
  • 投資機会
目次

Lithium is widely used in the battery industry, ceramic industry, glass industry, aluminum industry, lubricants, refrigerants, nuclear industry and the photovoltaic industry, as well as some other emerging industries. Lithium carbonate is a basic material for the production of secondary lithium salt and lithium metal, therefore, lithium carbonate is the most important lithium product, and other lithium products are the downstream products of lithium carbonate basically.

According to the report of USGS (United States Geological Survey) in 2012, the global proven lithium resources volume was 33.36 million tons, and the lithium reserves reached 13 million tons (calculate by lithium metal volume).

Currently, the concentration ratio of global lithium industry is very high, and the production capacity is mainly concentrated in SQM (Chile), FMC (the United States) and Chemetall (Germany). In 2011, the market share of these three corporations was about 75% in global lithium product market, and this market share of China was about 24%. In 2011, the global output was 125,000 tons.

As for the situation in recent years, the production capacity expansion of global lithium carbonate industry was slowed down, and the progress of salt lake expansion and lithium extraction from Australian ores of the industrial giants was slower than the expectation.

Among the world's top three lithium carbonate suppliers, only Chemetall, which is owned by Rockwood, plans to expand the production capacity from 22,000 tons to 50,000 tons by 2014. And China's salt lake lithium extraction technology is not mature enough, so the production capacity expansion is not optimistic. The floods in South America will affect the production of the enterprises which are engaged in the salt lake lithium extraction, which may result in output decline; and the output decline of lithium which was extracted from salt lake will intensify the tension pattern of supply and demand in the global lithium carbonate industry; such situation will promote the further price rising of lithium carbonate.

China's lithium carbonate production is mainly concentrated in Jiangxi, Xinjiang, Tibet, Qinghai, and Sichuan. Sichuan is rich in lithium ore resources, and mainly concentrated in Ganzi and Aba, accounting for more than 52% of the total national lithium ore resources.

In 2011, China's total lithium carbonate output was about 30,000 tons, which was essentially flat compared with 2010. In the same year, some enterprises conducted technological reformation to the brine lithium extraction production lines, so the output declined largely compared with last year, but the output of lithium which was extracted from ores increased by over 20%. In 2012, China's total lithium carbonate output was about 35,000 tons, increased by about 16.6% over 2011.

Table of Contents

1. Overview of Lithium Carbonate

  • 1.1. Definition and Characteristics of Lithium
    • 1.1.1. Brief Introduction of Lithium
    • 1.1.2. Characteristics of Mineral Raw Material
  • 1.2. Application of Lithium Products
  • 1.3. Overview of Lithium Carbonate
  • 1.4. Industry Chain of Lithium Carbonate Industry
  • 1.5. Technologies of Lithium Carbonate Production

2. Development Overview of Global Lithium Carbonate Industry

  • 2.1. Distribution of Lithium Resources
  • 2.2. Supply Situation
  • 2.3. Demand Status
  • 2.4. Supply and Demand Analysis

3. Development Overview of China's Lithium Carbonate Industry

  • 3.1. Distribution of Lithium Resources
  • 3.2. Production Situation
  • 3.3. Demand Status
  • 3.4. Existing Problems

4. Import and Export of China's Lithium Carbonate Industry

  • 4.1. Import and Export Review, 2007-2011
  • 4.2. Import and Export Data in 2012

5. Cost and Price of Lithium Carbonate

  • 5.1. Cost
  • 5.2. Price
    • 5.2.1. Price Review, 2005-2010
    • 5.2.2. Price Analysis, 2011-2012
  • 5.3. Factors Affecting the Price Trend

6. Downstream Industries' Development of China's Lithium Carbonate Industry

  • 6.1. Development of Lithium Battery Industry
  • 6.2. Development of Lubricating Grease Industry

7. Key Enterprises in Lithium Carbonate Industry

  • 7.1. SQM Corporation
    • 7.1.1. Company Profile
    • 7.1.2. Operation State
    • 7.1.3. Lithium Carbonate Business
    • 7.1.4. Development Prospects
  • 7.2. FMC Corporation
    • 7.2.1. Company Profile
    • 7.2.2. Operation State
    • 7.2.3. Lithium Carbonate Business
    • 7.2.4. Development Prospects
  • 7.3. Chemetall
    • 7.3.1. Company Profile
    • 7.3.2. Operation State
    • 7.3.3. Lithium Carbonate Business
    • 7.3.4. Development Prospects
  • 7.4. Sichuan Tianqi Lithium Industries Inc.
    • 7.4.1. Company Profile
    • 7.4.2. Operation State
    • 7.4.3. Progress of Lithium Carbonate Projects
    • 7.4.4. Future Development
  • 7.5. CITIC Guoan Information Industry Co., Ltd.
    • 7.5.1. Company Profile
    • 7.5.2. Operation State
    • 7.5.3. Lithium Carbonate Business
    • 7.5.4. Future Development
  • 7.6. Tibet Mineral Development Co., Ltd.
    • 7.6.1. Company Profile
    • 7.6.2. Operation State
    • 7.6.3. Development Prospects
  • 7.7. Qinghai Salt Lake Industry Group Co., Ltd.
    • 7.7.1. Company Profile
    • 7.7.2. Operation State
    • 7.7.3. Lithium Carbonate Business
    • 7.7.4. Development Prospects

8. Investment Risk and Opportunity of China's Lithium Carbonate Industry

  • 8.1. Investment Risk
    • 8.1.1. Risk of Raw Material Price
    • 8.1.2. Risk of Market Development
  • 8.2. Investment Opportunity
    • 8.2.1. Opportunity of Downstream Demand
    • 8.2.2. Policy Guidance and Element Support
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