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市場調査レポート

世界および中国のニッケル産業

Global and China Nickel Industry Report, 2017-2020

発行 ResearchInChina 商品コード 242707
出版日 ページ情報 英文 112 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=112.92円で換算しております。
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世界および中国のニッケル産業 Global and China Nickel Industry Report, 2017-2020
出版日: 2017年06月02日 ページ情報: 英文 112 Pages
担当者のコメント
中国の調査会社が発行しているレポートで、中国国内の情報が豊富な資料です。
概要

当レポートでは、世界および中国のニッケル産業について調査し、産業の基本構造、世界および中国市場のニッケル需給バランス、価格動向、競争環境、中国市場のニッケル輸出入状況、世界および中国市場の主要企業など、体系的な情報を提供しています。

第1章 ニッケルの概要

  • 定義
  • 産業チェーン

第2章 世界のニッケル市場

  • ニッケル鉱の埋蔵量
  • 供給
  • 需要
    • 需要額
    • 需要構造
  • 地域分布
  • 価格
  • 競争環境

第3章 中国のニッケル市場

  • 政策
  • ニッケル鉱の埋蔵量
  • 需要と供給
    • 供給
    • 需要
    • 価格
    • 産業チェーンの収益
  • 操業率

第4章 中国のニッケルの輸出入

第5章 ダウンストリームによる需要

  • バッテリー材料
    • 市場の発展
    • ニッケル需要
  • ステンレス鋼
    • 市場の発展
    • ニッケル需要

第6章 世界の主要企業

  • BHP Billiton
  • Glencore Xstrata
  • Vale
  • 住友金属鉱山
  • Sherritt International Corporation
  • ERAMET
  • Anglo American
  • South32
  • MMC Norilsk Nickel

第7章 中国の主要企業

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目次
Product Code: LT034

Global primary nickel output in 2016 fell 1.5% to 1.934 million tons. In 2017, as China's nickel pig iron project in Indonesia reaches design capacity gradually, nickel metal supply is expected to hit 250 kilotons with an additional 150 kilotons, primarily owing to the rapid rise of Jiangsu Delong Nickel Industry's project in Indonesia. Affected by this, global primary nickel output is expected to reverse the downward trend since 2014, with an expected output of 2.06 million tons, up 6.7%.

In 2016, global demand for refined nickel was 1.8791 million tons, down 2.64% year on year, indicating a supply shortage of 51.5 kilotons, the situation was still not optimistic. By country, main consumption areas such as China, Japan, the United States, Taiwan and South Korea reported consumption growth, especially consumption in S. Korea surged 36.7% year on year.

China with nickel ore reserves of 2.5 million tons occupies the tenth position in the world, but it has been importing nickel ores and refined nickel for a long time, especially the degree of import dependence on Philippine nickel ores remains above 70%. The Philippine government is now concentrating on cleaning up and reorganizing large nickel mines, which affects China's imports of Philippine nickel ores.

In 2016, China's nickel ore production added up to 90 kilotons, down 10.71% year on year. Influenced by raw material constrictions and prices, Jinchuan Group plans output of 140-145 kilotons for 2017, a year-on-year decrease of 12 kilotons, while other enterprise in production show stable yield. At the current level of nickel prices, enterprises in discontinued production including Shaanxi Huaze Nickel & Cobalt Metal and Yunnan Tin Group Yuanjiang Nickel Industry have weak incentives to restore production. Nickel fundamentals were improved in 2016, resulting in a steady rebound in nickel prices under the expectation of a supply contraction. As the nickel supply-demand gap continues in 2017, nickel prices are expected to recover gradually, accompanied by RMB76,000-105,000/ton fluctuations and an average of approximately RMB90,000/ton in China this year.

image1

Influenced by factors such as raw materials and environmental protection, China's NPI capacity concentration has increased: there are more than 40 nickel-iron (RKEF, electric furnace, blast furnace) enterprises in production in China, a dive compared with more than 200 during the peak period since a lot of small nickel-iron enterprises have exited due to raw material supply, cost, environmental protection, etc. while some large, competitive enterprises became profitable and intensified expansion efforts in 2016.

In 2016, China's primary nickel consumption reached 1.04 million tons, increasing by 6.1% year on year and accounting for 52% of global consumption; the moderated growth was attributed to a slowdown in Chinese stainless steel demand. However, the growing permeability of ternary lithium battery in the field of new energy vehicles stimulates nickel demand from batteries. Concerning China's primary nickel consumption in 2016, battery accounted for 4%, which would be raised further in the future.

The report highlights the following:

  • Global nickel reserves, supply and demand balance, consumption structure, price trend, competitive landscape, etc.;
  • China's nickel reserves, supply and demand balance, consumption structure, price trend, industrial profit, as well as enterprise start-up, shut-down, restart, etc.;
  • China's nickel product import & export and demand from downstream sectors (stainless steel, battery, etc.);
  • Operation, nickel ore resource distribution, output, sales volume, price, etc. of 9 nickel enterprises worldwide;
  • Operation, development plan, nickel ore resource distribution, output, sales volume, price, etc. of 6 nickel enterprises in China.

Table of Contents

1. Overview

  • 1.1 Definition
  • 1.2 Industry Chain

2. Global Nickel Market

  • 2.1 Nickel Ore Reserves
  • 2.2 Market Supply
  • 2.3 Market Demand
    • 2.3.1 Demand Value
    • 2.3.2 Demand Structure
    • 2.3.3 Inventory
  • 2.4 Regional Distribution
  • 2.5 Price
  • 2.6 Competitive Landscape

3. China Nickel Market

  • 3.1 Policy
  • 3.2 Nickel Ore Resources
  • 3.3 Market Supply and Demand
    • 3.3.1 Supply
    • 3.3.2 Demand
    • 3.3.3 Price
    • 3.3.4 Industry Chain Profit
  • 3.4 Operating Rate and Maintenance

4. China's Import and Export of Nickel

5. Demand from Main Downstream Sectors

  • 5.1 Battery Material
    • 5.1.1 Market Development
    • 5.1.2 Nickel Demand
  • 5.2 Stainless Steel
    • 5.2.1 Market Development
    • 5.2.2 Nickel Demand

6. Major Global Nickel Manufacturers

  • 6.1 BHP Billiton
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 Nickel Business
  • 6.2 Glencore Xstrata
    • 6.2.1 Profile
    • 6.2.2 Operation
    • 6.2.3 Nickel Business
  • 6.3 Vale
    • 6.3.1 Profile
    • 6.3.2 Operation
    • 6.3.3 Nickel Business
    • 6.3.4 Business in China
  • 6.4 Sumitomo Metal Mining
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 Nickel Business
  • 6.5 Sherritt International Corporation
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 Nickel Business
  • 6.6 ERAMET
    • 6.6.1 Profile
    • 6.6.2 Operation
    • 6.6.3 Nickel Business
    • 6.6.4 Business in China
  • 6.7 Anglo American
    • 6.7.1 Profile
    • 6.7.2 Operation
    • 6.7.3 Nickel Business
  • 6.8 South32
    • 6.8.1 Profile
    • 6.8.2 Operation
    • 6.8.3 Nickel Business
  • 6.9 MMC Norilsk Nickel
    • 6.9.1 Operation
    • 6.9.2 Operation
    • 6.9.3 Nickel Business

7. Major Chinese Nickel Manufacturers

  • 7.1 Jinchuan Group Co., Ltd.
    • 7.1.1 Profile
    • 7.1.2 Operation
    • 7.1.3 Nickel Business
    • 7.1.4 Development Prospect
  • 7.2 Chengdu Huaze Cobalt & Nickel Material Co., Ltd
    • 7.2.1 Profile
    • 7.2.2 Operation
    • 7.2.3 Nickel Business
  • 7.3 Jilin JIEN Nickel Industry Co., Ltd
    • 7.3.1 Profile
    • 7.3.2 Operation
    • 7.3.3 Nickel Business
  • 7.4 Guangxi Yinyi Science and Technic Mine Metallurgy Co., Ltd.
    • 7.4.1 Profile
    • 7.4.2 Nickel Business
    • 7.4.3 Development Prospect
  • 7.5 Sichuan Ni&Co Guorun New Materials Co., Ltd.
  • 7.6 Xinjiang Xinxin Mining Industry Co., Ltd
    • 7.6.1 Profile
    • 7.6.2 Operation
    • 7.6.3 Nickel Business

Selectecd Charts

  • Nickel Ores and Production Processes
  • Nickel Industry Chain
  • Nickel Reserves in Major Countries, 2016
  • Global Monthly Balance between Primary Nickel Supply and Demand, 2016-2017 (kt)
  • Increment in Global Nickel Production, 2016 (10kt)
  • Decrement in Global Nickel Production, 2016 (10kt)
  • Cash Cost of Major Foreign Nickel Manufacturers
  • Global Primary Nickel Production, 2010-2017 (10kt)
  • Distribution of Nickel Ore Capacity in the Philippines
  • 43% of Philippine Nickel Ores Affected by Audit
  • Destinations of Philippine Nickel Ore
  • Global Nickel Ore Production and Indonesian & Philippine Market Share, 2010-2017
  • Global Primary Nickel Production and Indonesian & Chinese Market Share, 2010-2017
  • Global Primary Nickel Consumption, 2013-2017 (10kt)
  • Nickel Consumption Changes by Region, Jan.-Feb. 2017
  • Global Refined Nickel Consumption, 2014-2016
  • Global Refined Nickel Supply and Demand Balance Sheet, 2011-2016
  • Global Primary Nickel Consumption Structure, 2016
  • Primary Nickel Production (Nickel Metal Quantity) in Major Countries, 2015-2016
  • Global Primary Nickel Production Breakdown by Country, 2009-2015 (kt)
  • Global Primary Nickel Consumption by Region, 2013-2016
  • Global Primary Nickel Consumption Breakdown by Region, 2006-2015 (kt)
  • Trend of LME Nickel Prices, 2014-2017
  • Philippine Nickel Ore Quotes, 2011-2017 (RMB/ton)
  • International Nickel Ore Shipping Cost, 2012-2017
  • Output of the World's Top 10 Nickel Enterprises, 2017Q1
  • Primary Nickel Output (Nickel Metal Quantity) of Major Global Enterprises, 2014-2016 (10kt)
  • Major Global Nickel Enterprises Closed Down, 2016-2017
  • Policies on Nickel Industry in China, 2011-2017
  • Distribution of Nickel Ore Resources in China
  • China's Nickel Ore Production, 2004-2016 (10kt)
  • China's Nickel-Iron Production, 2005-2017 (10kt)
  • China's Nickel-Iron Production Breakdown, 2016-2017 (10kt)
  • China's Nickel-Iron or Nickel Production, 2015-2017 (10kt)
  • China's Nickel-Iron Import Volume and Output, 2015-2017
  • China's Electrolytic Nickel Production, 2016-2017
  • Net Import Volume of Unwrought Non-Alloy Nickel, 2016-2017 (10kt)
  • China's Electrolytic Nickel Supply, 2015-2017
  • China's Refined Nickel Consumption, 2014-2016 (ton)
  • China's Stainless Steel Nickel Consumption Structure, 2014-2016
  • Statistics of Nickel Ore Inventory in Ports, 2013-2017 (10kt/week)
  • Nickel Ore Inventory in Ports by Origin, 2015-2017 (10kt)
  • Nickel Ore Inventory in Ports by Grade, 2015-2017 (10kt)
  • China's Nickel-Iron Inventory, 2015-2017
  • Laterite-Nickel Ore Prices in Tianjin Port, 2014-2017 (RMB/ton)
  • Nickel-Iron Prices in Shandong, 2014-2017 (RMB/Nickel Point)
  • High Nickel-Iron Bidding Price of a Steel Mill in North China, 2013-2017 (RMB/Nickel)
  • Difference in Chinese High Nickel-Iron and Electrolytic Nickel Prices, 2015-2017 (RMB/ton)
  • Profit Margin of Blast Furnace High-to-Medium Nickel-Iron in China, 2015-2017
  • Profit of Stainless Steel with Different Raw Material Proportionings in China, 2015-2017
  • Comparison of Costs for Stainless Steel Material Purchases in China, 2015-2017
  • Operating Rate of Chinese Nickel-Iron Enterprises, 2014-2017 (%)
  • Overall Ore Consumption of Nickel-Iron Manufacturers, 2012-2017 (10kt)
  • Production and Operation of Low Nickel-Iron Works, Apr.-May 2017
  • China's Nickel Ore Import Volume, 2015-2017 (10kt)
  • China's Nickel Ores Imported from the Philippines, 2012-2016 (10kt)
  • China's Refined Nickel Import and Export Volume, 2015-2017 (10kt)
  • China's Nickel Pig Iron Import Volume (ton)
  • Global Lithium Battery Market Size, 2015-2021E
  • Global Demand for Small Lithium Cobalt Batteries from 3C Digital Consumer Goods, 2016
  • China's Lithium Battery Production, 2011-2016
  • China's Lithium Battery Demand Structure, 2016-2020E
  • Global Shipment of Cathode Materials (LFP/NCM/LCO/LMO/NCA), 2012-2020E
  • Consumption Structure of Lithium Battery Cathode Materials Worldwide, 2016
  • Global Shipments of Ternary Cathode Materials, 2009-2020E
  • Shares (%) of Cathode Materials (LFP, LCO, LMO, NCM) (for Electric Vehicle), 2020E
  • Shares (%) of Cathode Materials (LFP, LCO, LMO, NCM) (for 3C Consumer Electronics), 2020E
  • Shipment Percentages of Cathode Materials (NCM/LCO/LFP/LMO) in China, 2015-2016
  • Ternary Cathode Material (NCM) Shipment in China, 2011-2015
  • Shipment of Ternary Cathode Materials (NCM/NCA) in China, 2015-2020E
  • Market Size of Ternary Cathode Materials in China, 2013-2020E
  • Metal Demand from Different Cathode Materials (per ton)
  • China's Nickel Demand from Batteries, 2011-2021E
  • China's Stainless Steel Production by Family, 2014-2017 (10kt)
  • Stainless Steel Crude Steel Output of 17 Chinese Steel Enterprises, 2013-2017
  • China's Steel Import and Export Volume, 2015-2017
  • Stainless Steel Inventory in Wuxi and Foshan, 2012-2017 (ton)
  • Stainless Steel Inventory in Wuxi and Foshan by Series, 2012-2017 (ton)
  • Classification of New Stainless Steel Capacity in China
  • China's Nickel Demand from Stainless Steel, 2009-2021E
  • Major Minerals and Interests of BHP Billiton
  • Revenue of BHP Billiton by Business, FY2016
  • Revenue of BHP Billiton by Region, FY2016
  • Revenue of BHP Billiton by Sector, FY2016
  • Nickel Ore Distribution of BHP Billiton
  • Nickel Product Output, Sales Volume and Average Price of BHP Billiton, FY 2012-FY2017
  • Glencore Fact
  • Glencore Financial Highlights, 2016
  • Revenue and Net income of Glencore Xstrata, 2012-2016
  • Revenue Structure (%) of Glencore Xstrata by Business, 2015-2016
  • Revenue Structure (%) of Glencore Xstrata by region, 2014-2016
  • Nickel Production from Glencore Xstrata's own sources, 2015-2016
  • Nickel Sales Volumes of Glencore Xstrata, 2013-2016
  • Integrated Nickel Operations (INO) Mineral Resources of Glencore (Raglan, Sudbury), 2016
  • Integrated Nickel Operations Ore Reserves of Glencore (Raglan, Sudbury)
  • Global Presence of Vale
  • Revenue and Net Income of Vale 2008-2016
  • Revenue Structure of Vale by Business, 2015-2016
  • Production Summary of Vale by Product, 2011-2015
  • Sales Volume of Vale by Product, 2011-2015
  • Revenue Structure of Vale by Region, 20116
  • Revenue of Vale by Region, 2015-2016
  • Nickel Output of Vale, 2013-2016
  • Nickel Output of Vale by Mine Area, 2016-2020E
  • Nickel Output of Vale by Mine Area, 2013-2017Q1 (kt)
  • Nickel Product Sales Volume and Average Sales Price of Vale, 2011-2016
  • Vale's Revenue from Nickel Products, 2012-2016
  • Nickel Ore Reserves and Grades of Vale, 2015-2016
  • Vale Nickel Ore Mines, 2016
  • Vale in China
  • Vale's Revenue and YoY Growth in China, 2010-2016
  • Vale Annual Cash Break-even Cost Landed in China for Iron Ore and Pellets, 2016
  • Organizational Structure of Sumitomo Metal Mining
  • Revenue and Net Income of Sumitomo Metal Mining, FY2008-FY2016
  • Revenue Structure of Sumitomo Metal Mining by Business, FY2016-FY2017
  • Overseas Mineral Distribution of Sumitomo Metal Mining
  • Nickel Capacity Planning of Sumitomo Metal Mining, 2016-2021
  • Main Mining & Smelting Projects of Sumitomo Metal Mining, 2013-2021
  • Business Structure of Sherritt
  • Global Business Layout of Sherritt
  • Revenue Structure of Sherritt, 2016
  • Financial Highlights of Sherritt, 2015-2016
  • Nickel and Cobalt Production of Sherritt Mao JV, 2012-2017
  • Nickel and Cobalt Production of Sherritt Ambatovy, 2012-2017
  • Nickel Product Sales Volume and Average Price of Sherritt, 2012-2017
  • A Group that is Close to Its Clients across the World
  • Revenue of ERAMET, 2010-2016
  • Net Income of ERAMET, 2010-2016
  • Revenue Breakdown of ERAMET, 2016
  • Nickel Ore Resource Distribution of ERAMET
  • Business Layout of ERAMET in China
  • Organizational Structure of ERAMET in China
  • Anglo American's Business at a Glance
  • Revenue Structure of Anglo American by Product, 2016
  • Revenue Source Structure of Anglo American by Region, 2016
  • Production Outlook of Anglo American, 2015-2019
  • EBITDA Margin of Anglo American, 2012-2017
  • Nickel Ore Resource Distribution of Anglo American
  • Highlights of Nickel - Anglo American, 2016
  • Nickel Output, Sales Volume and Average Price of Anglo American, 2013-2016
  • Nickel Ore Resource Distribution of South32
  • Nickel Output, Sales Volume and Average Price of South32, 2014-2016
  • Nickel Output of South32, 2016-2020E
  • Norilsk Nickel Group around the World
  • Revenue and Net Income of Norilsk, 2012-2016
  • Segmental Revenue of Norilsk, 2012-2016
  • Geographic Revenue Breakdown of Norilsk, 2012-2016
  • Nickel Production of Norilsk, 2009-2016
  • Nickel Sales and Average Price of Norilsk, 2009-2016
  • Revenue and Net income of Jinchuan Group, 2009-2017
  • Revenue and Proportion of Jinchuan Group by Product, 2013-2016
  • Gross Margin of Jinchuan Group by Business, 2012-2016
  • Revenue and Net Income of Chengdu Huaze Cobalt & Nickel Material, 2013-2016
  • Operating Revenue Breakdown and Structure of Chengdu Huaze Cobalt & Nickel Material by Product, 2014-2016
  • Operating Revenue Breakdown and Structure of Chengdu Huaze Cobalt & Nickel Material by Region, 2014-2016
  • Gross Margin of Chengdu Huaze Cobalt & Nickel Material by Product, 2015-2016
  • Nickel Plate Output and Sales Volume of Chengdu Huaze Cobalt & Nickel Material, 2013-2016
  • Revenue and Net Income of JIEN Nickel, 2013-2016
  • Revenue and Gross Margin of Jilin JIEN Nickel Industry by Product, 2015-2016
  • Nickel Product Output and Sales Volume of Jilin JIEN Nickel Industry by Product, 2014-2016
  • Revenue and Net Income of Xinjiang Xinxin Mining Industry, 2013-2016
  • Electrolytic Nickel Output, Sales Volume and Average Price of Xinjiang Xinxin Mining Industry, 2012-2016
  • Resources and Reserves of Xinjiang Xinxin Mining Industry by the End of 2016
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