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中国の硬質混合ポリオール市場 (2023年)

2023 China Rigid Blended Polyols Market Research Report

出版日: | 発行: PUdaily | ページ情報: 英文 109 Pages | 納期: 即日から翌営業日

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本日の銀行送金レート: 1USD=158.74円
中国の硬質混合ポリオール市場 (2023年)
出版日: 2024年03月20日
発行: PUdaily
ページ情報: 英文 109 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

2022年には、COVID-19パンデミック、ウクライナ戦争とそれに起因する食糧・エネルギー危機、インフレの高騰、債務状況の逼迫、気候変動による緊急事態など、相互に関連する一連の大きな出来事が世界経済に深刻な打撃を与えました。世界経済は昨年から2023年にかけて減速しています。アジア太平洋地域は総じて、パンデミック後の回復局面にありますが、回復は緩慢です。硬質混合ポリオールについては、家電製品・コールドチェーン・建設などの下流工程産業の需要が伸び悩んでいます。競争が激化しているため、これらの業界の売上総利益率は5%を下回る低水準にあります。硬質混合ポリオール市場は、Wanhua、BASF、Hongbaoliといった大手サプライヤーが徐々に支配的になっています。中小規模のサプライヤーは、需要の縮小と生産停止のため売上高が激減し、硬質ポリオール市場から撤退する企業も出てきています。

当レポートでは、中国の硬質混合ポリオールの市場について分析し、全体的な需給パターン・価格動向や今後の見通し、コスト/収益構造、潜在的な成長機会・脅威などを調査しております。また、主要企業のプロファイルや最新動向、主な上流・下流工程市場の構造と動向見通し、といった情報も取りまとめてお届けいたします。

目次

第1章 中国経済

  • 中国のGDP
  • 中国の消費者マインド指数
  • 中国のPMI

第2章 硬質混合ポリオール産業の概要

  • 硬質混合ポリオール業界の定義
  • 硬質混合ポリオール業界の現状と参入障壁
  • 硬質混合ポリオールのバリューチェーンと製品分類
  • 規制と法律
  • 硬質混合ポリオールのバリューチェーンと利益率
    • 硬質混合ポリオールのバリューチェーン
    • 硬質混合ポリオールメーカーが採用するビジネスモデル
    • 3種類の硬質混合ポリオールメーカーの利益率
  • リサイクル可能な硬質ポリウレタンフォームの開発

第3章 関連製品の分析

  • PMDI
    • PMDIの価格動向の分析 (2023年)
    • PMDIの需要と供給 (2023年)
  • 硬質ポリオール
    • 硬質ポリオールの価格動向の分析 (2023年)
    • 硬質ポリオールの需要と供給 (2023年)
  • PU触媒
    • PU触媒の種類と用途
    • 国内外のPU触媒サプライヤー
  • PU発泡剤
    • PU発泡剤の種類と用途
    • 国内外のPU発泡剤サプライヤー

第4章 中国の硬質混合ポリオールの主要メーカー

  • Wanhua Chemical
    • バリューチェーン、原材料調達、製品ポートフォリオ
    • 主な製品とその用途
    • 硬質混合ポリオールの消費量:下流工程部門別 (2023年)
  • Nanjing Hongbaoli
  • BASF
  • INOV
  • Dow Chemical
  • Yantai Shunda Polyurethane
  • Covestro
  • Hebei Yadong Chemical Group
  • Huntsman
  • LONG TANG

第5章 中国における硬質混合ポリオールの需給 (2023年)

  • 中国の硬質混合ポリオールの生産能力と生産量 (2023年)
  • 中国国内の硬質混合ポリオールおよび完成品の消費量 (2019~2023年)
    • 中国国内の硬質混合ポリオールおよび完成品の消費量 (2019~2023年)
    • 中国国内のPMDI消費量の予測 (2019~2023年)
  • 中国国内の硬質混合ポリオール消費量:地域別 (2023年)
  • 硬質混合ポリオールの消費量:下流工程産業別
    • 家電製品 (冷蔵庫・冷凍庫)
    • 冷蔵コンテナ
    • PUパネル
    • PUスプレーコーティング
    • PUパイプライン
    • 電気温水器
    • 自動車
    • その他

第6章 硬質混合ポリオール市場の展望 (2024~2028年)

  • 中国国内の硬質混合ポリオールの供給予測 (2024~2028年)
  • 中国国内の硬質混合ポリオールの需要予測 (2024~2028年)
    • 家電製品業界の見通し
    • 冷蔵コンテナ業界の見通し
    • PUパネル業界の見通し
    • スプレーコーティング業界の見通し
    • パイプライン業界の見通し
    • 電気温水器業界の見通し
    • 自動車業界の見通し
    • その他の業界の見通し

第7章 調査手法

図表

List of Tables

  • Table 1 Technical Specifications of Rigid Blended Polyols 21
  • Table 2 Regulations regarding Building Insulation in the Code28
  • Table 3 Collection of China's Important Standards on Building Energy Conservation30
  • Table 4 China PMDI Monthly Prices and Year-on-Year Changes, 2022-2023 (CNY/tonne, %)38
  • Table 5 China MDI Synthesizing Capacity & Splitting Capacity in Operation by Supplier 2023 (ktpa)40
  • Table 6 China's PMDI Consumption, Year-on-Year Changes & Share by Industry 2023 (kT, %) 41
  • Table 7 China Rigid Polyols Monthly Prices and Year-on-Year Changes, 2022-2023 (CNY/tonne, %)42
  • Table 8 Outputs of China's Major Rigid Polyols Manufacturers 2023(ktpa) 44
  • Table 9 Rigid Polyols Consumption by Industry, Year-on-Year Changes & Share (kT, %) 46
  • Table 10 Wanhua Chemical's Rigid Blended Polyols Output by Industry 202352
  • Table 11 Hongbaoli's Manufacturing Sites and Main Products53
  • Table 12 Hongbaoli's Rigid Blended Polyols Output by Industry 202354
  • Table 13 BASF's Rigid Blended Polyols Output by Industry 2023 56
  • Table 14 INOV's Rigid Blended Polyols Output by Industry 2023 57
  • Table 15 Dow's Rigid Blended Polyols Output by Industry 2023 59
  • Table 16 Shunda Polyurethane's Rigid Blended Polyols Output by Industry 2023 60
  • Table 17 Covestro's Rigid Blended Polyols Output by Industry 202362
  • Table 18 Yadong Chemical's Rigid Blended Polyols Output by Industry 202363
  • Table 19 Huntsman's Rigid Blended Polyols Output by Industry 202364
  • Table 20 Longtang Polyurethane's Rigid Blended Polyols Output by Industry 2023 65
  • Table 21 Capacities and Outputs of Major Rigid Blended Polyols Manufacturers in China 2023 (ktpa, kT) 67
  • Table 22 Rigid Blended Polyols and Rigid PU Foam Consumption in China 2019-2023 (kT) 68
  • Table 23 China's PMDI Outputs, Imports, Exports & Consumption, 2019-2023 (kT, %) 69
  • Table 24 China Rigid Blended Polyols Consumption by Region 2023 (kT) 71
  • Table 25 Rigid Blended Polyols Consumption by Industry 2022-2023 (kT) 72
  • Table 26 Factors Influencing Home Appliance Manufacturers' Purchasing Decision 79
  • Table 27 List of Representative Manufacturers in Home Appliance Industry79
  • Table 28 Factors Influencing Reefer Container Manufacturers' Purchasing Decision82
  • Table 29 List of Representative Manufacturers in Reefer Container Industry82
  • Table 30 Factors Influencing PU Panel Manufacturers' Purchasing Decision86
  • Table 31 List of Representative Manufacturers in PU Panel Industry86
  • Table 32 List of Representative Manufacturers in Spraying Foam Industry 89
  • Table 33 China Urban Central Heating Pipeline Lengths & Year-on-Year Changes, 2019-2023 (km, %) 90
  • Table 34 Factors Influencing Pipeline Manufacturers' Purchasing Decisions 91
  • Table 35 List of Representative Manufacturers in Pipeline industry 91
  • Table 36 Factors Influencing Electric Water Heater Manufacturers' Purchasing Decisions 95
  • Table 37 Factors Influencing Solar Water Heater Manufacturers' Purchasing Decisions 95
  • Table 38 List of Representative Manufacturers in Electric Water Heater Industry 95

List of Figures

  • Figure 1 China's GDP Trend & YoY Changes, 2018-2023 (CNY trillion, %) 17
  • Figure 2 China's CCI 2022-2023 18
  • Figure 3 China's Manufacturing PMI 2022-2023 (%) 19
  • Figure 4 Rigid Blended Polyols Classification of Rigid Blended Polyols 22
  • Figure 5 Gross Margins of Various Polyether Polyols 2023 (CNY/tonne) 32
  • Figure 6 Wanhua Chemical's Polyurethane Foam Recycling Industry Chain 37
  • Figure 7 China PMDI Market Trend, 2022-2023 (CNY/tonne)39
  • Figure 8 China Rigid Polyols Market Trend, 2022-2023 (CNY/tonne) 43
  • Figure 9 China Rigid Polyols Consumption by Type (%) 45
  • Figure 10 Wanhua Chemical's Value Chain, Raw Materials Purchasing & Major Downstream Industries 51
  • Figure 11 Hongbaoli's Value Chain, Raw Materials Purchasing & Major Downstream Industries 53
  • Figure 12 BASF's Value Chain, Raw Materials Purchasing & Major Downstream Industries 55
  • Figure 13 INOV's Value Chain, Raw Materials Purchasing & Major Downstream Industries 56
  • Figure 14 Dow's Value Chain, Raw Materials Purchasing & Major Downstream Industries 58
  • Figure 15 Shunda Polyurethane's Value Chain, Raw Materials Purchasing & Major Downstream Industries 59
  • Figure 16 Covestro's Value Chain, Raw Materials Purchasing & Major Downstream Industries 61
  • Figure 17 Yadong Chemical's Value Chain, Raw Materials Purchasing & Major Downstream Industries 62
  • Figure 18 Huntsman's Value Chain, Raw Materials Purchasing & Major Downstream Industries 64
  • Figure 19 Longtang Polyurethane's Value Chain, Raw Materials Purchasing & Major Downstream Industries65
  • Figure 20 China Rigid PU Foam Comsumption 2019-2023 (Kt) 69
  • Figure 21 China PMDI Consumption & Year-on-Year Changes, 2019-2023 (Kt, %) 70
  • Figure 22 China's Refrigerator Outputs & Year-on-Year Changes, 2019-2023 (million units, %) 74
  • Figure 23 China's Freezer Outputs & Year-on-Year Changes, 2019-2023 (million units, %) 77
  • Figure 24 China's Reefer Truck Market Size & Year-on-year Changes, 2018-2027 (1,000 units, %) 88
  • Figure 25 Retail Value of Electric Water Heaters & Gas Water Heaters in China 2019-2023 (CNY billion) 92
  • Figure 26 Retail Volume of Electric Water Heaters & Gas Water Heaters in China 2019-2023 (kt units) 93
  • Figure 27 Sales Volume of Fuel and New Energy Vehicles in China, 2019-2023 (million, %) 96
  • Figure 28 China Rigid Blended Polyols Capacity & Output Forecast 2024-2028 (kt) 99
  • Figure 29 China Rigid Foam Products Demand Forecast 2024-2028 (kt) 100
目次

In 2022, a series of interrelated major events, including the COVID-19 pandemic, the war in Ukraine and the resulting food and energy crisis, soaring inflation, tightening debt conditions, and climate emergencies, resulted in a severe blow to the global economy. The global economy has been seeing a slowdown in 2023 since the last year. The Asia-Pacific region is generally in a post-pandemic recovery phase, but the recovery is slow. For rigid blended polyols, downstream sectors, such as home appliances, cold chain, and construction, have shown weak demand growth. Facing increasingly fierce competition, these industries have seen a low gross profit margin, below 5%. Lecron Share has discontinued its investment in the construction of a 45 ktpa polyether polyol expansion and a 20 ktpa cyclopentane-based blended polyols project. Covestro has exited the home appliance business in the Asia-Pacific region and shifted its focus to polyurethane system applications in automobiles, wind blades, pultrusion and reefer containers. The rigid blended polyols market is gradually dominated by top suppliers such as Wanhua, BASF, and Hongbaoli. Small and medium-sized ones have suffered a sharp decline in sales due to shrinking demand and production suspension, leading some to exit the rigid polyols market. China Rigid Blended Polyols Market Report 2023, prepared by PUdaily, focuses on the Asia-Pacific market, providing in-depth analysis of the supply-demand pattern, price trends, costs and profits, potential growth, industry opportunities and potential threats, investment environment, and more. This report will assist users in targeting the ever-changing submarkets in the coming years, helping stakeholders make informed decisions and promote their development.

Table of Content

Chapter I Chinese economy

  • 1.1 China's GDP
  • 1.2 China's consumer confidence index
  • 1.3 China's PMI

Chapter II Profile of the rigid blended polyols industry

  • 2.1 Definition of the rigid blended polyols industry
  • 2.2 Status quo of the rigid blended polyols industry and barriers to entry
  • 2.3 Rigid blended polyols value chain and product classification
  • 2.4 Regulations and laws
    • 2.4.1 On VOCs emissions
    • 2.4.2 On solid waste
    • 2.4.3 On building fire protection
    • 2.4.4 Building energy conservation
  • 2.5 Rigid blended polyols value chain and profit margins
    • 2.5.1 Rigid blended polyols value chain
    • 2.5.2 Business models adopted by rigid blended polyols manufacturers
    • 2.5.3 Profit margins for three types of rigid blended polyols manufacturers
      • 2.5.3.1 Rigid blended polyols manufacturers with ancillary MDI facility
      • 2.5.3.2 Rigid blended polyols manufacturers with ancillary PPG facility
      • 2.5.3.3 Independent rigid blended polyols manufacturers
  • 2.6 Recyclable development of rigid polyurethane foams

Chapter III An analysis of relevant products

  • 3.1 PMDI
    • 3.1.1 A review of PMDI price movement in 2023
    • 3.1.2 PMDI supply and demand in 2023
      • 3.1.2.1 PMDI capacity and output
      • 3.1.2.1 PMDI subdivide downstream demand
  • 3.2 Rigid polyols
    • 3.2.1 A review of rigid polyols price movement in 2023
    • 3.2.2 Rigid polyols supply and demand in 2023
      • 3.2.2.1 Rigid polyols Capacity and Output
      • 3.2.2.1 Rigid polyols Subdivide Downstream Demand
  • 3.3 PU catalysts
    • 3.3.1 Types and applications of PU catalysts
    • 3.3.2 Suppliers of PU catalysts at home and abroad
  • 3.4 PU blowing agents
    • 3.4.1 Types and applications of PU blowing agents
    • 3.4.2 Suppliers of PU blowing agents at home and abroad

Chapter IV Major rigid blended polyols manufacturers in China

  • 4.1 Wanhua Chemical
    • 4.1.1 Value chain, raw materials purchasing and product portfolio
    • 4.1.2 Major products and their applications
    • 4.1.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.2 Nanjing Hongbaoli
    • 4.2.1 Value chain, raw materials purchasing and product portfolio
    • 4.2.2 Major products and their applications
    • 4.2.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.3 BASF
    • 4.3.1 Value chain, raw materials purchasing and product portfolio
    • 4.3.2 Major products and their applications
    • 4.3.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.4 INOV
    • 4.4.1 Value chain, raw materials purchasing and product portfolio
    • 4.4.2 Major products and their applications
    • 4.4.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.5 Dow Chemical
    • 4.5.1 Value chain, raw materials purchasing and product portfolio
    • 4.5.2 Major products and their applications
    • 4.5.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.6 Yantai Shunda Polyurethane
    • 4.6.1 Value chain, raw material purchasing and product portfolio
    • 4.6.2 Major products and their applications
    • 4.6.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.7 Covestro
    • 4.7.1 Value chain, raw material purchasing and product portfolio
    • 4.7.2 Major products and their applications
    • 4.7.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.8 Hebei Yadong Chemical Group
    • 4.8.1 Value chain, raw material purchasing and product portfolio
    • 4.8.2 Major products and their applications
    • 4.8.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.9 Huntsman
    • 4.9.1 Value chain, raw material purchasing and product portfolio
    • 4.9.2 Major products and their applications
    • 4.9.3 Rigid blended polyols consumption by downstream sectors in 2023
  • 4.10 LONG TANG
    • 4.10.1 Value chain, raw material purchasing and product portfolio
    • 4.10.2 Major products and their applications
    • 4.10.3 Rigid blended polyols consumption by downstream sectors in 2023

Chapter V Rigid blended polyols supply and demand in China in 2023

  • 5.1 Rigid blended polyols capacities and output in China in 2023
  • 5.2 Rigid blended polyols and finished products consumption in China 2019-2023
    • 5.2.1 Rigid blended polyols and finished products consumption in China 2019-2023
    • 5.2.2 Forecast of PMDI consumption in China 2019-2023
  • 5.3 Regional rigid blended polyols consumption in China in 2023
  • 5.4 Rigid blended polyols consumption by downstream industries
    • 5.4.1 Home appliances(Refrigerator& Freezer)
      • 5.4.1.1 Status quo of the home appliances industry
      • 5.4.1.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.1.3 Key factors influencing the purchasing decision
      • 5.4.1.4 List of representative home appliances manufacturers
    • 5.4.2 Reefer container
      • 5.4.2.1 Status quo of the reefer container industry
      • 5.4.2.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.2.3 Key factors influencing the purchasing decision
      • 5.4.2.4 List of representative reefer container manufacturers
    • 5.4.3 PU panels
      • 5.4.3.1 Status quo of the PU panels industry
      • 5.4.3.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.3.3 Key factors influencing the purchasing decision
      • 5.4.3.4 List of representative PU panels manufacturers
    • 5.4.4 PU spray coatings
      • 5.4.4.1 Status quo of the spray coating industry
      • 5.4.4.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.4.3 Key factors influencing the purchasing decision
      • 5.4.4.4 List of representative spray coatings manufacturers
    • 5.4.5 PU pipelines
      • 5.4.5.1 Status quo of the pipelines industry
      • 5.4.5.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.5.3 Key factors influencing the purchasing decision
      • 5.4.5.4 List of representative pipelines manufacturers
    • 5.4.6 Electric water heater
      • 5.4.6.1 Status quo of the electric water heater industry
      • 5.4.6.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.6.3 Key factors influencing the purchasing decision
      • 5.4.6.4 List of representative electric wire heater manufacturers
    • 5.4.7 Automobiles
      • 5.4.7.1 Status quo of the automobile industry
      • 5.4.7.2 Proportion of outsourced to self-production rigid blended polyols
      • 5.4.7.3 Key factors influencing the purchasing decision
      • 5.4.6.4 List of representative automobile manufacturers
    • 5.4.8 Others

Chapter VI Rigid blended polyols market outlook 2024-2028

  • 6.1 Forecast of rigid blended polyols supply in China 2024-2028
  • 6.2 Forecast of rigid blended polyols demand in China 2024-2028
    • 6.2.1 Outlook for the home appliances sector
    • 6.2.2 Outlook for the reefer container sector
    • 6.2.3 Outlook for the PU panel sector
    • 6.2.4 Outlook for the spray coating sector
    • 6.2.5 Outlook for the pipelines sector
    • 6.2.6 Outlook for the electric water heater sector
    • 6.2.7 Outlook for the automobiles sector
    • 6.2.8 Outlook for others

Chapter VII Research methodology