表紙
市場調査レポート

世界と中国のアルミナ・電解アルミニウム産業の分析

Global and China Alumina and Electrolytic Aluminum Industry Report, 2012-2013

発行 ResearchInChina 商品コード 270639
出版日 ページ情報 英文 89 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=102.12円で換算しております。
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世界と中国のアルミナ・電解アルミニウム産業の分析 Global and China Alumina and Electrolytic Aluminum Industry Report, 2012-2013
出版日: 2013年04月04日 ページ情報: 英文 89 Pages
概要

中国のアルミニウム産業はは現在、国内のボーキサイトの産出量が少なく、品位も低いという問題を抱えています。そのため、下流工程でのアルミニウム精錬能力が拡充されるのに伴い、ボーキサイトの輸入量が急増しています。また、エネルギーコストの安い内陸部で生産設備の新設・増大が続いていますが、エネルギー費用の高い沿海部の生産設備も存続しているため、中国全体では電解アルミニウムの生産過剰が深刻化しています。

当レポートでは、中国国内のアルミニウム上流工程−−アルミナ(酸化アルミニウム)および電解アルミニウム産業−−について分析し、世界全体および中国国内のアルミナ・電解アルミニウム産業の構造・動向や、対外貿易実績、価格動向、外資系・国内系企業のプロファイル(企業概要、経営状況、生産能力・実績など)を調査して、その結果を概略以下の構成でお届けします。

第1章 世界のアルミニウムの上流工程産業

  • 全世界のボーキサイト資源の現状
    • 概要
    • ボーキサイトの埋蔵量と分布
    • 生産量
    • 全世界のボーキサイト貿易
  • 全世界のアルミナ産業
    • 供給量・需要量
    • 生産量
    • 消費量
  • 全世界の電解アルミニウム産業
    • 生産量
    • 消費量

第2章 中国のアルミニウムの上流工程産業

  • 政策環境
    • 市場アクセス政策
    • 開発計画
    • 貿易政策
  • 産業環境
  • 中国のボーキサイト産業
    • 中国国内のボーキサイト埋蔵量・分布
    • 中国のボーキサイト貿易
  • 中国のアルミナ産業
    • 供給量
    • 地域構造
    • 需要量
  • 中国の電解アルミニウム産業
    • 供給量
    • 地域構造
    • 需要量

第3章 中国のアルミナ・電解アルミニウムの輸出入

  • アルミナ
    • 輸入量
    • 地域構造
    • 輸出量
  • 電解アルミニウム
    • 輸入量
    • 輸出量

第4章 アルミナ・電解アルミニウムの価格

  • アルミナ
    • 価格設定モデル
    • 価格動向
  • 電解アルミニウム
    • 国際価格
    • 国内価格

第4章 外資系企業

  • RUSAL
  • Rio Tinto
  • ALCOA
  • HYDRO
  • BHP Billiton
  • Alba

第6章 国内系企業

  • Aluminum Corporation of China Limited
  • China Power Investment Corporation
  • Xinfa Group
  • Shandong Weiqiao Aluminum & Electricity
  • Shanxi Luneng Jin Bei Aluminum
  • Kaiman Aluminum Co., Ltd.
  • Shandong Nanshan Aluminum Co., Ltd.
  • Bosai Minerals Group Co., Ltd.
  • Yunnan Aluminum Co., Ltd.
  • Shanxi ZhongDa Corporation
  • その他の企業(全5社)

図表一覧

目次
Product Code: CHW002

Abstract

China's bauxite features poor quality and low self-sufficiency rate of high-quality bauxite. With the gradual release of new alumina capacity and expansion of downstream smelting capacity in China, China has rapidly increased the import of bauxite. China's imports of bauxite mainly come from Indonesia, Australia and India, among which, Indonesia accounts for more than 70%.

As the electricity cost in western region is lower than that in the eastern region of China, the electrolytic aluminum capacity of the western region has continued to expand, but in the meantime, the high energy-consuming and high-cost electrolytic aluminum capacity of the eastern region hasn't been reduced in large scale, leading to serious overcapacity in China's electrolytic aluminum industry in 2012.

Other countries also encountered with the problem of overcapacity as China did.

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The rising bauxite and power costs as well as the sluggish LME prices have led to large-scale losses in the aluminum industry. In order to cope with the dual pressure from rising costs and sluggish prices, domestic and foreign enterprises have integrated upstream resources and expanded downstream products. In addition, giants like RUSAL have planned to cut the production moderately and eliminate backward production capacity.

Global and China Alumina and Electrolytic Aluminum Industry, 2012-2013 mainly analyzes the supply & demand and industry development trend of alumina and electrolytic aluminum in China and worldwide, and sheds light on the business performance and development planning of key enterprises in the global and Chinese aluminum industry.

As a giant in the global aluminum industry, RUSAL mainly produces primary aluminum, aluminum alloy, bauxite and alumina. RUSAL is a typical producer of upstream aluminum products with a relatively complete industry chain, and its own bauxite resources can meet 70% of its demand. Meanwhile, RUSAL continues to integrate upstream hydropower and thermal power resources. In 2012, RUSAL reduced the output of primary aluminum to 1.038 million tons, it also plans to eliminate 300 kilotons of primary aluminum capacity before 2013, and increase the output proportion of processed aluminum products to 39%.

In 2012, CHALCO increased the output of cost-competitive products, with the bauxite output of its own mines increased by 27.29% to 17.26 million tons and the alumina output by 8.08% to 11.9 million tons. To integrate upstream resources, CHALCO cooperated with an Indonesian company to exploit bauxite, and the project can achieve an annual capacity of 1.8 million tons upon completion. In January 2013, CHALCO cumulatively acquired 70.82% stake in Ningxia Electric Power Group, increasing another 16 million tons of coal production capacity per year.

Table of Contents

1 Upstream of Global Aluminum Industry Chain

  • 1.1 Status Quo of Bauxite in the World
    • 1.1.1 Overview
    • 1.1.2 Bauxite Reserves & Distribution
    • 1.1.3 Production
    • 1.1.4 Global Trade of Bauxite
  • 1.2 Global Alumina Industry
    • 1.2.1 Supply & Demand
    • 1.2.2 Production
    • 1.2.3 Consumption
  • 1.3 Global Electrolytic Aluminum Industry
    • 1.3.1 Production
    • 1.3.2 Consumption

2 Upstream of China's Aluminum Industry Chain

  • 2.1 Policy Environment
    • 2.1.1 Access Policy
    • 2.1.2 Development Plan
    • 2.1.3 Trade Policy
  • 2.2 Industry Environment
  • 2.3 China's Bauxite Industry
    • 2.3.1 Bauxite Reserves and Distribution in China
    • 2.3.2 Bauxite Trade in China
  • 2.4 China's Alumina Industry
    • 2.4.1 Supply
    • 2.4.2 Regional Structure
    • 2.4.3 Demand
  • 2.5 China's Electrolytic Aluminum Industry
    • 2.5.1 Supply
    • 2.5.2 Regional Structure
    • 2.5.3 Demand

3 Import and Export of Alumina and Electrolytic Aluminum in China

  • 3.1 Alumina
    • 3.1.1 Import
    • 3.1.2 Regional Structure
    • 3.1.3 Export
  • 3.2 Electrolytic Aluminum
    • 3.2.1 Import
    • 3.2.2 Export

4 Alumina and Electrolytic Aluminum Prices

  • 4.1 Alumina
    • 4.1.1 Pricing Model
    • 4.1.2 Price Trend
  • 4.2 Electrolytic Aluminum
    • 4.2.1 Global Price
    • 4.2.2 Domestic Price

5 Foreign Enterprises

  • 5.1 RUSAL
    • 5.1.1 Profile
    • 5.1.2 Operation
    • 5.1.3 Dynamics
  • 5.2 Rio Tinto
    • 5.2.1 Profile
    • 5.2.2 Bauxite Reserves
    • 5.2.3 Operation
    • 5.2.4 Aluminum Group
    • 5.2.5 Dynamics
    • 5.2.6 Outlook and Strategy
  • 5.3 ALCOA
    • 5.3.1 Profile
    • 5.3.2 Bauxite Reserves
    • 5.3.3 Operation
    • 5.3.4 Cost Control
    • 5.3.5 Dynamics
  • 5.4 HYDRO
    • 5.4.1 Profile
    • 5.4.2 Operation
    • 5.4.3 Dynamics
  • 5.5 BHP Billiton
    • 5.5.1 Profile
    • 5.5.2 Operation
    • 5.5.3 Aluminum CSG
    • 5.5.4 Dynamics of Aluminum CSG
  • 5.6 Alba
    • 5.6.1 Profile
    • 5.6.2 Operation
    • 5.6.3 Dynamics

6 China's Enterprises

  • 6.1 Aluminum Corporation of China Limited
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 Revenue Structure
    • 6.1.4 Gross Margin
    • 6.1.5 Major Event
    • 6.1.6 Development Strategy
    • 6.1.7 Operation Forecast
  • 6.2 China Power Investment Corporation
    • 6.2.1 Profile
    • 6.2.2 Operation
    • 6.2.3 Development
  • 6.3 Xinfa Group
    • 6.3.1 Profile
    • 6.3.2 Dynamics
  • 6.4 Shandong Weiqiao Aluminum & Electricity
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 Key Project
  • 6.5 Shanxi Luneng Jin Bei Aluminum
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 Major Event
    • 6.5.4 Development Strategy
  • 6.6 Kaiman Aluminum Co., Ltd.
    • 6.6.1 Profile
    • 6.6.2 Operation
    • 6.6.3 Dynamics
  • 6.7 Shandong Nanshan Aluminum Co., Ltd.
    • 6.7.1 Profile
    • 6.7.2 Operation
    • 6.7.3 Revenue Structure
    • 6.7.4 Gross Margin
    • 6.7.5 Development
    • 6.7.6 Operation Forecast
  • 6.8 Bosai Minerals Group Co., Ltd.
    • 6.8.1 Profile
    • 6.8.2 Operation
    • 6.8.3 Development
    • 6.8.4 Development Plan
  • 6.9 Yunnan Aluminum Co., Ltd.
    • 6.9.1 Profile
    • 6.9.2 Operation
    • 6.9.3 Revenue Structure
    • 6.9.4 Gross Margin
    • 6.9.5 Operation Forecast
    • 6.9.6 Development Strategy
  • 6.10 Shanxi ZhongDa Corporation
    • 6.10.1 Profile
    • 6.10.2 Operation
  • 6.11 Other Enterprises
    • 6.11.1 East Hope (Sanmenxia)
    • 6.11.2 Guangxi Huayin Aluminum Co., Ltd.
    • 6.11.3 Longkou Donghai Alumina
    • 6.11.4 Luoyang Heung Kong Wanji Aluminum
    • 6.11.5 Sanmenxia Yixiang Aluminum

Selected Charts

  • Global Distribution of Bauxite Reserves, 2012
  • Global Distribution of Bauxite Output, 2012
  • Global Output of Alumina, 2008-2012
  • Global Consumption of Alumina, 2007-2012
  • Global Electrolytic Aluminum Output, 2008-2012
  • Global Demand for Electrolytic Aluminum, 2009-2012
  • Import Tariffs on Aluminum Related Products, 2013
  • Export Tariffs on Aluminum Related Products, 2013
  • Top 10 Chinese Provinces/Municipalities by Bauxite Reserves, 2011
  • China's Bauxite Import Volume, 2008-2012
  • China's Bauxite Import Volume Structure by Country, 2008-2012
  • Average Import Price of Bauxite in China, 2006-2012
  • China's Alumina Capacity, 2009-2012
  • China's Alumina Output, 2007-2012
  • China's Alumina Output by Region, 2012
  • China's Apparent Consumption of Alumina, 2008-2012
  • China's Electrolytic Aluminum Capacity, 2009-2012
  • China's Electrolytic Aluminum Output, 2008-2012
  • China's Alumina Capacity by Region, 2012
  • China's Apparent Consumption of Electrolytic Aluminum, 2008-2012
  • China's Alumina Import Volume and Average Price, 2009-2012
  • China's Alumina Import Structure by Region, 2012
  • China's Alumina Export Volume and Average Price, 2009-2012
  • China's Electrolytic Aluminum Import Volume, 2009-2012
  • China's Export Volume of Unwrought and Non-alloyed Aluminum, 2009-2012
  • Alumina Spot Price in China, 2007-2013
  • CHINALCO Alumina Spot Price, 2004-2013
  • LME Price, 2011-2013
  • SHFE Price, 2011-2013
  • Revenue and Net Income of RUSAL, 2009-2012
  • Revenue of RUSAL by Product, 2009-2012
  • Revenue of RUSAL by Region, 2011-2012
  • Bauxite Reserves of Rio Tinto, 2011-2012
  • Key Financial Indicators of Rio Tinto, 2010-2012
  • Key Financial Indicators of Aluminum Group of Rio Tinto, 2011-2012
  • Gross Margin of Rio Tinto by Product, 2010-2012
  • Bauxite Equity and Output of Alcoa, 2012
  • Revenue and Net Income of Alcoa by Subsidiary, 2010-2012
  • Revenue of Alcoa by Product, 2010-2012
  • Revenue of Alcoa by Region, 2010-2012
  • Electricity Generation Capacity of Alcoa's Own Power Plants, 2012
  • Revenue of Hydro by Region, 2012
  • Key Financial Indicators of Hydro, 2011-2012
  • Hydro's Output by Product, 2011-2012
  • Key Financial Indicators of BHP Billiton, 2010-2012
  • Revenue of BHP Billiton by Product, 2010-2012
  • Output of Aluminum CSG of BHP Billiton, 2010-2012
  • Bauxite Reserves of Aluminum CSG of BHP Billiton, 2011
  • Key Financial Indicators of Alba, 2011-2012
  • Revenue and Net Income of Chalco, 2009-2012
  • Alumina Market Share of Chalco, 2005-2012
  • Revenue of Chalco by Product, 2009-2012
  • Revenue of Chalco by Region, 2009-2012
  • Gross Margin of Chalco by Product, 2009-2012
  • Revenue and Net Income of Chalco, 2012-2014
  • Subsidiaries and Main Businesses of Xinfa
  • Industrial Chain of Shandong Nanshan Aluminum
  • Revenue and Net Income of Shandong Nanshan Aluminum, 2009-2012
  • Revenue of Shandong Nanshan Aluminum by Product, 2009-2012
  • Revenue of Shandong Nanshan Aluminum by Region, 2009-2012
  • Gross Margin of Shandong Nanshan Aluminum by Product, 2009-2012
  • Revenue and Net Income of Shandong Nanshan Aluminum, 2012-2014
  • Sales of Bosai, 2000-2011
  • Revenue and Net Income of Yunnan Aluminum, 2009-2012
  • Revenue of Yunnan Aluminum by Product, 2009-2012
  • Revenue of Yunnan Aluminum by Region, 2009-2012
  • Gross Margin of Yunnan Aluminum by Product, 2009-2012
  • Revenue and Net Income of Yunnan Aluminum, 2012-2014E
  • Sales Areas of Shanxi ZhongDa Corporation
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