中国の変性MDI市場 (2023年)

MDIの誘導品である変性MDIには多くのグレードがあり、一般的に下流工程産業の用途に合わせたカスタム化・差別化の要望を満たすように設計されています。今後数年間、世界的にMDIの生産能力増強プロジェクトが増加し、MDIの蒸留能力増強に焦点が当てられています。中国の変性MDIメーカーは、MDI生産能力を持つメーカー（例：Wanhua Chemical、Huntsman）とMDI生産能力を持たず、PMDI・MMDI・MDI-50を購入・加工するメーカー（例：Inov、JIAHUA）に分けられます。全体的に中国の変性MDI産業は集中しています。

当レポートでは、中国の変性MDI市場について分析し、主要サプライヤーの主要グレードや生産・供給動向、価格水準、販売戦略などを調査しております。また、変性MDIの主な下流工程産業であるモールドフォーム、メモリーフォーム/高反発フォーム、エラストマー、CASなども調査します。

目次

第1章 変性MDIの概要

• 変性MDIのプロファイル
  • カルボジイミド変性MDI
  • ポリオール変性MDI
  • ブレンド変性MDI
• 変性MDIの用途

第2章 変性MDIの原料

• MMDI
  • 中国のMMDIの価格
  • MMDIの需要と供給
• PMDI
  • 中国のPMDIの価格
  • PMDIの需要と供給
• MDI-50
  • 中国のMDI-50の価格
  • MDI-50の需要と供給
• ポリエーテルポリオール
  • 中国ポリエーテルポリオールの価格
  • ポリエーテルポリオールの需要と供給

第3章 中国における変性MDIの供給

• 変性MDIの生産能力
• 変性MDIの生産量
• 中国の変性MDIのサプライヤー
  • WANHUA CHEMICAL
  • HUNTSMAN
  • BASF
  • COVESTRO
  • TOSOH
  • INOV
  • JIAHUA CHEMICALS INC.
  • ALCHEMY

第4章 中国の変性MDIの価格と利益

• 中国の変性MDIの市場価格
• 中国の変性MDIのコストと利益

第5章 中国の変性MDIの需要

• 中国の変性MDIの主な下流市場
• 成形フォーム
  • 自動車用成形フォーム
  • 布張り家具用モールドフォーム
• フットウェア
• 接着剤
• コーティング
• PUD
• マイクロセルラーエラストマー
• TPU
• CPU

第6章 中国の変性MDI市場の将来展望 (2024～2028年)

List of Tables

• Table 1 Major Liquefied MDI Grades in China Market11
• Table 2 Properties of Wanhua's Classic Modified MDI Grade (8019)11
• Table 3 Capacities & Outputs of Chinese Major Modified MDI Suppliers 2023 (ktpa, kT) 20
• Table 4 Key Raw Material Matching of Chinese Major Modified MDI Suppliers21
• Table 5 Wanhua's Mainstream Modified MDI Portfolio23
• Table 6 Huntsman's Mainstream Modified MDI Portfolio 25
• Table 7 BASF's Mainstream Modified MDI Portfolio 27
• Table 8 Covestro's Mainstream Modified MDI Portfolio 29
• Table 9 Tosoh's Mainstream Modified MDI Portfolio 30
• Table 10 Shandong INOV's Mainstream Modified MDI Portfolio 31
• Table 11 JIAHUA' Mainstream Modified MDI Portfolio32
• Table 12 Dongguan Hongcheng's Mainstream Modified MDI Portfolio33
• Table 13 China Modified MDI Prices VS MMDI Prices 2023 (CNY/tonne) 35
• Table 14 China Modified MDI Price, Feedstock Cost & Gross Profit Margin 2023 (CNY/tonne, %) 37
• Table 15 China Modified MDI Demand by Downstream Industry & Y-o-Y Growth, 2023 (kT, %) 39
• Table 16 Capacities and Outputs of Sole Resin Manufacturers in China 2023 (kTpa, KT) 48
• Table 17 Capacities of Chinese PUD Manufacturers 2023 (ktpa) 52
• Table 18 China Modified MDI Output, Demand & Y-o-Y Growth, 2024 - 2028 (kT, %)56

List of Figures

• Figure 1 Flow Chart of Carbodiimide Modified MDI Synthesis Method10
• Figure 2 Flow Chart of Polyol Modified MDI Synthesis Method11
• Figure 3 Flow Chart of Blended Modified MDI Synthesis Method 12
• Figure 4 China MMDI Market Trend, 2022 - 2023 (CNY/tonne)15
• Figure 5 China PMDI Market Trend, 2022 - 2023 (CNY/tonne)16
• Figure 6 China MDI-50 Market Trend, 2022 - 2023 (CNY/tonne) 17
• Figure 7 China Polyether Polyols Market Trend 2023 (CNY/tonne) 18
• Figure 8 China Polyether Polyols Demand 2023 (%)19
• Figure 9 China Modified MDI Market Trend, 2022-2023 (CNY/tonne)36
• Figure 10 China Modified MDI Price VS MMDI Price 2023 (CNY/tonne) 36
• Figure 11 China Modified MDI Price, Cost & Gross Profit 2023(CNY/tonne) 37
• Figure 12 China Modified MDI Demand by Downstream Industry, 2023 (%) 40
• Figure 13 China Commercial Housing Sales & YoY Growth (million square meters, %) 42
• Figure 14 China's Per Capita Disposable Income & Per Capita Consumption Expenditure, 2019-2023 (CNY, %) 43
• Figure 15 China Modified MDI Market Outlook, 2024-2028 (kT) 56

Modified MDI, as MDI derivatives, has many grades in the market, and are generally designed to meet customized and differentiated application requirements of downstream industries. More MDI capacity expansion projects worldwide are focused on MDI distillation capacity expansion in next years. In China, modified MDI suppliers are divided into suppliers with MDI capacities (e.g. Wanhua Chemical and Huntsman), and suppliers without MDI capacities that need to purchase PMDI, MMDI, MDI-50 for processing (e.g Inov and JIAHUA). On the whole, Chinese modified MDI industry is concentrated. The report will introduce the mainstream grades, production & supply, pricing & sales strategies of the major modified MDI suppliers in China. The report will also cover the main downstream industries of modified MDI such as moulded foam, memory foam / high resilience foam, elastomer and CAS.

Table of Content

Chapter I Modified MDI General Introduction

• 1.1 Modified MDI Profile
  • 1.1.1 Carbodiimide Modified MDI
  • 1.1.2 Polyol Modified MDI
  • 1.1.3 Blended Modified MDI
• 1.2 Modified MDI Applications

Chapter II Raw Materials of Modified MDI

• 2.1 MMDI
  • 2.1.1 China MMDI Price
  • 2.1.2 MMDI Supply & Demand
• 2.2 PMDI
  • 2.2.1 China PMDI Price
  • 2.2.2 PMDI Supply & Demand
• 2.3 MDI-50
  • 2.3.1 China MDI-50 Price
  • 2.3.2 MDI-50 Supply & Demand
• 2.4 Polyether Polyols
  • 2.4.1 China Polyether Polyol Price
  • 2.4.2 Polyether Polyols Supply & Demand

Chapter III China Modified MDI Supply

• 3.1 Modified MDI Capacity
• 3.2 Modified MDI Output
• 3.3 Modified MDI Suppliers in China
  • 3.3.1 WANHUA CHEMICAL
    • 3.3.1.1 Modified MDI Capacity & Output
    • 3.3.1.2 Modified MDI Product Series
    • 3.3.1.3 Product Positioning & Target Market
    • 3.3.1.4 Product Pricing & Sales Strategies
  • 3.3.2 HUNTSMAN
    • 3.3.2.1 Modified MDI Capacity & Output
    • 3.3.2.2 Modified MDI Product Series
    • 3.2.2.3 Product Positioning & Target Market
    • 3.3.2.4 Product Pricing & Sales Strategies
  • 3.3.3 BASF
    • 3.3.3.1 Modified MDI Capacity & Output
    • 3.3.3.2 Modified MDI Product Series
    • 3.3.3.3 Product Positioning & Target Market
    • 3.3.3.4 Marketing Strategy & Sales Model
  • 3.3.4 COVESTRO
    • 3.3.4.1 Modified MDI Capacity & Output
    • 3.3.4.2 Modified MDI Product Series
    • 3.3.4.3 Product Positioning & Target Market
    • 3.3.4.4 Marketing Strategy & Sales Model
  • 3.3.5 TOSOH
    • 3.3.5.1 Modified MDI Capacity & Output
    • 3.3.5.2 Modified MDI Product Series
    • 3.3.5.3 Product Positioning & Target Market
    • 3.3.5.4 Marketing Strategy & Sales Model
  • 3.3.6 INOV
    • 3.3.6.1 Modified MDI Capacity & Output
    • 3.3.6.2 Modified MDI Product Series
    • 3.3.6.3 Product Positioning & Target Market
    • 3.3.6.4 Marketing Strategy & Sales Model
  • 3.3.7 JIAHUA CHEMICALS INC.
    • 3.3.7.1 Modified MDI Capacity & Output
    • 3.3.7.2 Modified MDI Product Series
    • 3.3.7.3 Marketing Strategy & Sales Model
  • 3.3.8 ALCHEMY
    • 3.3.8.1 Modified MDI Capacity & Output
    • 3.3.8.2 Modified MDI Product Series
    • 3.3.8.3 Marketing Strategy & Sales Model

Chapter IV China Modified MDI Price & Profit

• 4.1 China Modified MDI Market Price
• 4.2 China Modified MDI Cost & Profit

Chapter V China Modified MDI Demand

• 5.1 China Major Modified MDI Downstream Markets
• 5.2 Molded Foam
  • 5.2.1 Molded Foam for Automotives
  • 5.2.2 Mold Foam for Upholstered Furniture
    • 5.2.2.1 Mattresses
    • 5.2.2.2 Sofas
    • 5.2.2.3 Memory Foam Pillows
• 5.3 Footwear
• 5.4 Adhesives
• 5.5 Coatings
• 5.6 PUDs
• 5.7 Microcellular Elastomer
• 5.8 TPU
• 5.9 CPU

Chapter VI China Modified MDI Market Outlook 2024 - 2028