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世界と中国のコバルト産業の分析

Global and China Cobalt Industry Report, 2016-2020

発行 ResearchInChina 商品コード 292957
出版日 ページ情報 英文 138 Pages
納期: 即日から翌営業日
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世界と中国のコバルト産業の分析 Global and China Cobalt Industry Report, 2016-2020
出版日: 2016年05月13日 ページ情報: 英文 138 Pages
概要

世界の精錬コバルト生産量は2015年に年間生産量が前年比6.9%増の98,000トンとなりました。更に需要は9.9%増の89,000万トンとなり、供給過剰となりました。将来的には世界のコバルト需要は供給よりもずっと早い速度で成長し、2020年には1,000トンほどの需給ギャップが生じる見込みです。中国は世界でも有数の精錬コバルトの生産国で世界の生産量の49.7%を担っていますが、国内の確認埋蔵量は全世界の1%にしか過ぎず、原材料をコバルト精鉱の輸入に頼っています。同時にまた、バッテリー・硬質合金・磁性素材などの下流工程を中心に、中国は世界有数のコバルト消費国でもあります。

当レポートでは、世界と中国のコバルト産業の概況と将来展望について分析し、全世界および中国国内の資源埋蔵量や生産・需給・価格動向、関連政策動向、競争パターン、外資系・国内系の主要企業のプロファイルと事業展開状況などを調査して、その結果をお届けします。

第1章 コバルトの概要

  • 定義
  • 関連産業

第2章 世界のコバルト市場の現状

  • コバルト鉱石の埋蔵量
  • 市場供給
  • 市場需要
  • 地域分布
  • 価格
  • 競争パターン

第3章 中国のコバルト市場の発展

  • 政策
  • コバルト鉱石の埋蔵量
  • 市場需給状況
    • 供給量
    • 需要量
    • 価格
  • 競争パターン

第4章 中国のコバルト輸出入動向:製品別

  • コバルト鉱石および濃縮物
    • 輸入量・輸出量
    • 地域構造
  • コバルト酸化物
  • 塩化コバルト
  • 炭酸コバルト
  • 硝酸コバルト
  • しゅう酸コバルト

第5章 主なコバルト下流産業の需要

  • 電池材料
    • 市場の発展
    • 同材使用コバルトの需要
  • 硬質合金
  • 磁性物質
  • 超合金

第6章 世界の主なコバルトメーカー

  • Umicore
    • プロファイル
    • 経営状況
    • 収益構造
    • 研究開発(R&D)
    • コバルト事業(コバルト関連製品)
    • 中国での事業展開
    • 発展見通し
  • Glencore Xstrata
  • Vale
  • Freeport

第7章 中国の主なコバルトメーカー

  • Shenzhen Green Eco-manufacture Hi-tech (002340)
    • プロファイル
    • 経営状況
    • 収益構造
    • 粗利益率
    • サプライヤー
    • 研究開発(R&D)・投資動向
    • コバルト事業
    • 発展見通し
  • Huayou Cobalt
  • Jinchuan Group Co., Ltd.
  • Shandong Jinling Mining (000655)
  • Chengdu HuazeCobalt&nickel Material Co., Ltd
  • Zhejiang Galico Cobalt& Nickel Material Co., Ltd.
  • Ramu Nico Management (Mcc) Limited
  • Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
  • Nantong Xinwei Nickel Cobalt Technology Development Co., Ltd.

第8章 結論と予測

  • 結論
  • 将来予測

図表一覧

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目次
Product Code: CYH047

Cobalt is an important strategic metal used in lithium battery manufacturing, hard alloy smelting and superalloy production, mainly available in Congo, Australia, Cuba and other countries.

In 2015, the global refined cobalt output was 98,000 tons, up 6.9% year on year; meanwhile, the demand jumped 9.9% year on year to 89,000 tons. The oversupply existed.

In future, the global cobalt demand growth will be much faster than the supply growth with the expected gap of around 1,000 tons in 2020, as the demand for new energy vehicle-use batteries escalates, Congo and other cobalt giants change policies as well as copper-nickel mines are shut down due to price pressures.

China is the world's largest producer of refined cobalt, and contributed 49.7% to the global output in 2015. But, China's cobalt mineral resources account for only 1% of the world and it depends on the import of cobalt concentrate. In 2015, China's import volume of cobalt concentrate rose 18.4%year on year to 227,700 tons.

China is the world's largest cobalt consumer as well. Its consumption grew 14.9% year on year to 43,500 tons in 2015, mainly thanks to the growth in the battery material consumption. By contrast, the demand for hard alloy, superalloy and magnetic materials remained relatively stable. In 2015, China consumed 33,500 tons of battery-use cobalt, accounting for 77.0% of the total cobalt consumption, far more than other industries. Conservatively, the proportion of Chinese battery-use cobalt is expected to reach 79% with 56,900 tons by 2020.

Cobalt Demand Structure in China, 2014-2020E

                     Source: ResearchInChina

Chinese cobalt producersfocus on cobalt smelting, represented by Huayou Cobalt, Jinchuan Group, Green Eco-manufacture Hi-tech, Jinling Mining, Huaze Nickel & Cobalt Metal and so on. In recent years, despite the low cobalt price and mining resource restrictions, the market of ternary materials and other new energy vehicle-use battery materials continues to heat up. In view of this, major manufacturers further expand the industrial chain and accelerate layout of downstream ternary materials and other emerging industries to enhance market competitiveness.

Huayou Cobalt hasthe cobalt smelting capacity of about 16,000 tons asChina's largest cobalt supplier. In 2014, it began to develop ternary cathode materials and cooperated with a number of well-known cathode material manufacturers such as LG, POSCO and GS in certification. The company expects that its ternary precursor sales volume will reach 8,000-9,000 tons in 2016.

Green Eco-manufacture Hi-tech, a leading Chinese enterprise in renewable resources, held about 15,000 tons of cobalt metal in 2015. In recent years, the company has actively deployed the ternary material industry. By the end of 2015, the company had been able to produce 5,000 tons of nickel, cobalt and manganese (NCM) ternary material precursors and 2,000 tons of spherical cobalt hydroxide annually.

China's major cobalt chloride supplier Huaze Nickel & Cobalt Metal had seized the cobalt chloride capacity of 300 tons by the end of 2015. In October 2015, the company announced to invest RMB7.169 billion in the construction of 800,000-ton corrosion-resistant new material project, alloy new material project and 20,000-ton new energy battery material project in order to further extend the industrial chain.

The report highlights the followings:

  • Supply and demand, regional distribution, prices, competition patterns and development trends of global cobalt ore resources, cobalt concentrate and refined cobalt;
  • Supply and demand, prices, competition patterns and development trends of Chinese cobalt ore resources and cobalt;
  • Import and export of cobalt concentrate, tricobalttetraoxide, cobalt carbonate, cobalt nitrate and other major cobalt products;
  • Development of battery materials, superalloy, hard alloy, magnetic materials and other major cobalt downstream industries as well as their demand for cobalt;
  • Operation and development in China of 4 global cobalt companies;
  • Operation and development strategies of 10 key Chinese cobalt companies.

Table of Contents

1. Cobalt Overview

  • 1.1. Definition
  • 1.2. Industry Chain

2. Status Quo of Global Cobalt Market

  • 2.1. Cobalt Ore Reserves
  • 2.2. Market Supply
  • 2.3. Market Demand
    • 2.3.1. Demand Value
    • 2.3.2. Demand Structure
  • 2.4. Regional Distribution
  • 2.5. Price
  • 2.6. Competition Pattern

3. Cobalt Market Development in China

  • 3.1. Policy
  • 3.2. Cobalt Ore Resources
  • 3.3. Market Supply and Demand
    • 3.3.1. Supply
    • 3.3.2. Demand
    • 3.3.3. Price
  • 3.4. Competition Pattern

4. China's Import and Export of Cobalt by Product

  • 4.1. Cobalt Ores and Concentrates
    • 4.1.1. Import
    • 4.1.2. Regional Structure
  • 4.2. Cobaltosic Oxide
    • 4.2.1. Import and Export
    • 4.2.2. Regional Structure
  • 4.3. Cobalt Chloride
    • 4.3.1. Import and Export
    • 4.3.2. Regional Structure
  • 4.4. Cobalt Carbonate
    • 4.4.1. Import and Export
    • 4.4.2. Regional Structure
  • 4.5. Cobalt Nitrate
    • 4.5.1. Import and Export
    • 4.5.2. Regional Structure
  • 4.6. Cobalt Oxalate

5. Demand of Major Cobalt Downstream Industries

  • 5.1. Battery Materials
    • 5.1.1. Market Development
    • 5.1.2. Demand for Battery Materials-use Cobalt
  • 5.2. Hard Alloy
    • 5.2.1. Market Development
    • 5.2.2. Demand of Hard Alloy for Cobalt
  • 5.3. Magnetic Materials
    • 5.3.1. Market Development
    • 5.3.2. Demand for Magnetic Materials-use Cobalt
  • 5.4. Superalloy
    • 5.4.1. Market Development
    • 5.4.2. Demand for Superalloy-use Cobalt

6. Major Global Cobalt Manufacturers

  • 6.1. Umicore
    • 6.1.1. Profile
    • 6.1.2. Operation
    • 6.1.3. Revenue Structure
    • 6.1.4. R&D
    • 6.1.5. Cobalt Business (Cobalt Specialty Materials)
    • 6.1.6. Business in China
    • 6.1.7. Development Prospect
  • 6.2. Glencore Xstrata
    • 6.2.1. Profile
    • 6.2.2. Operation
    • 6.2.3. Revenue Structure
    • 6.2.4. Cobalt Business
  • 6.3. Vale
    • 6.3.1. Profile
    • 6.3.2. Operation
    • 6.3.3. Revenue Structure
    • 6.3.4. Cobalt Business
    • 6.3.5. Business in China
  • 6.4. Freeport
    • 6.4.1. Profile
    • 6.4.2. Operation
    • 6.4.3. Revenue Structure
    • 6.4.4. Cobalt Business
    • 6.4.5. Business in China

7. Major Chinese Cobalt Producers

  • 7.1. Shenzhen Green Eco-manufacture Hi-tech (002340)
    • 7.1.1. Profile
    • 7.1.2. Operation
    • 7.1.3. Revenue Structure
    • 7.1.4. Suppliers
    • 7.1.5. R&D and Investment
    • 7.1.6. Cobalt Business
    • 7.1.7. Development Prospect
  • 7.2. Huayou Cobalt
    • 7.2.1. Profile
    • 7.2.2. Operation
    • 7.2.3. Revenue Structure
    • 7.2.4. Clients and Suppliers
    • 7.2.6. Cobalt Business
    • 7.2.7. Development Strategy
  • 7.3. Jinchuan Group Co., Ltd.
    • 7.3.1. Profile
    • 7.3.2. Operation
    • 7.3.3. Revenue Structure
    • 7.3.4. Gross Margin
    • 7.3.5. Cobalt Business
    • 7.3.6. Development Prospect
  • 7.4. Shandong Jinling Mining (000655)
    • 7.4.1. Profile
    • 7.4.2. Operation
    • 7.4.3. Revenue Structure
    • 7.4.4. Gross Margin
    • 7.4.5. Cobalt Business
  • 7.5. Chengdu HuazeCobalt&nickel Material Co., Ltd
    • 7.5.1. Profile
    • 7.5.2. Operation
    • 7.5.3. Revenue Structure
    • 7.5.4. Gross Margin
    • 7.5.5. Cobalt Business
    • 7.6. Beijing Easpring Material Technology (300073)
    • 7.6.1. Profile
    • 7.6.2. Operation
    • 7.6.3. Revenue Structure
    • 7.6.4. Gross Margin
    • 7.6.5. Cobalt Business
    • 7.6.6. Development Prospect
  • 7.7. Zhejiang Galico Cobalt & Nickel Material Co., Ltd.
  • 7.8. Ramu Nico Management (Mcc) Limited
  • 7.9. Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
    • 7.9.1. Profile
    • 7.9.2. Jiangxi Jiangwu Cobalt Co., Ltd.
    • 7.9.3. Jiangxi Jiangwu Nickel and Cobalt New Materials Co., Ltd.
    • 7.9.4. Jiangxi Jiangwu International Nickel and Cobalt New Materials Co., Ltd.
  • 7.10. Nantong Xinwei Nickel & Cobalt Hightech Development Co., Ltd.

8. Conclusion and Forecast

  • 8.1. Conclusion
  • 8.2. Forecast

Selected Charts

  • Cobalt Industry Chain
  • Products of Major Cobalt Downstream Industries
  • Cobalt Reserves in Major Countries, 2015
  • Global Distribution of Associated Cobalt Ore Resources
  • Global Distribution of Cobalt Ore Output
  • New Cobalt Ore Projects, 2016-2018E
  • Global Cobalt Output and YoY Growth, 2005-2015
  • Global Refined Cobalt Output and YoY Growth, 2005-2015
  • Distribution of Refined Cobalt Output Worldwide, 2015
  • Global Cobalt Consumption, 2008-2016
  • Global Refined Cobalt Supply and Demand Balance Sheet, 2008-2015
  • Cobalt Demand Structure Worldwide, 2010-2015
  • Output of Cobalt in Major Countries, 2012-2015 (Unit: ton)
  • Refined Cobalt Output in Major Countries, 2012-2015(Unit: ton)
  • Structure (%) of Global Cobalt Consumption by Country/Region
  • MB Cobalt Price Trend (High / Low), 2014-2016
  • Cobalt Price Trend in Global LME Future Market, 1995-2015
  • Structure (%) of Global Refined Cobalt Output by Company, 2015
  • Global Refined Cobalt Output by Company, 2005-2015
  • Policies on Cobalt Industry in China, 2011-2016
  • Cobalt Reserves Distribution in China (By Province)
  • China's Output of Cobalt, 2005-2016
  • China's Output of Primary Cobalt and YoY Growth, 2005-2015
  • China's Cobalt Consumption and YoY Growth, 2006-2016
  • Cobalt Demand Structure in China, 2009-2016
  • Cobalt Price Trend in Yangtze Spot Market, 2014-2016
  • Cobalt Production Capacity of Major Chinese Manufacturers, 2015
  • Import Volume and Import Value of Cobalt Ores and Concentrates in China, 2006 -2016
  • China's Import Volume of Cobalt Ores and Concentrates by Country, 2015
  • China's Import Volume and Import Value of Cobaltosic Oxide, 2006 -2016
  • China's Export Volume and Export Value of Cobaltosic Oxide, 2006 -2016
  • Structure (%) of China's Export Volume of Cobaltosic Oxide by Country, 2015
  • China's Import Volume and Import Value of Cobalt Chloride, 2006 -2015
  • China's Export Volume and Export Value of Cobalt Chloride, 2006 -2016
  • Structure (%) of China's Export Volume of Cobaltosic Oxide by Country, 2015
  • China's Import Volume and Import Value of Cobalt Carbonate, 2006-2016
  • China's Export Volume and Export Value of Cobalt Carbonate, 2006-2016
  • Structure (%) of China's Export Volume of Cobalt Carbonate by Country, 2015
  • China's Import Volume and Import Value of Cobalt Nitrate, 2006 -2015
  • China's Export Volume and Export Value of Cobalt Nitrate, 2006 -2016
  • Structure (%) of China's Export Volume of Cobalt Nitrate by Country, 2015
  • China's Export Volume and Export Value of Cobalt Oxalate, 2006 -2016
  • Cobalt Application Structure, 2015
  • Global Lithium Ion Battery Output, 2011-2015
  • Lithium Battery Demand Structure Worldwide, 2012-2020E
  • Distribution of Global Lithium Ion Battery Industry, 2011-2014
  • China's Lithium Battery Output, 2011-2015
  • Global Shipments of Ternary Cathode Materials (LFP/NCM/LCO/LMO/NCA), 2011-2015
  • Consumption Structure of Lithium Battery Cathode Materials Worldwide, 2015
  • 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 of Cathode Materials (NCM/LCO/LFP/LMO) in China, 2011-2015
  • Output of Cathode Materials (NCM/LCO/LFP/LMO) in China, 2014Q1-2015Q2
  • Shipment of Ternary Cathode Materials (NCM) in China, 2011-2015
  • Shipment of Ternary Cathode Materials (NCM/NCA) in China, 2015-2020E
  • Amount of Cobalt Consumed by Different Ternary Cathode Materials
  • Demand Structure of Battery Industry for Cobalt
  • Global Battery-use Cobalt Demand, 2008-2020E
  • China's Demand for Battery Materials-use Cobalt, 2008-2020E
  • Classification of Hard Alloy (by Component)
  • Global Hard Alloy Output by Region, 2015
  • China's Hard Alloy Output, 2009-2020E
  • Global Demand for Hard Alloy-use Cobalt, 2009-2020E
  • China's Demand for Hard Alloy-use Cobalt, 2009-2020E
  • Global NdFeB Output and Growth Rate, 2008-2018E
  • Global NdFeB Output Structure (by Country), 2014
  • Global and China's Demand for Magnetic Materials-use Cobalt, 2009-2020E
  • Applications of Superalloy
  • China's Demand for Aerospace-use Superalloy, 2010-2017E
  • Global Demand for Superalloy-use Cobalt, 2009-2020E
  • China's Demand for Superalloy-use Cobalt, 2009-2020E
  • Distribution of Umicore's Plants
  • Revenue and Net income of Umicore, 2008-2015
  • Revenue of Umicore by Business, 2011-2015
  • Revenue of Umicore by Business, 2015
  • Energy & Surface Technologies Business Group Profile
  • Growth and Profitability Drivers of Energy & Surface Technologies Business Group
  • Total Revenue Structure (%) of Umicore by Region, 2012-2015
  • R&D Costs and % of Total Revenue of Umicore, 2006-2015
  • Revenue and Profit from Energy & Surface Technologies Business of Umicore, 2011-2015
  • Output and YoY Growth of Refined Cobalt of Umicore, 2001-2015
  • Umicore's Major Construction Projects in China, 2012-2015E
  • Revenue and Net income of Glencore Xstrata, 2012-2015
  • Revenue Structure (%) of Glencore Xstrata by Business, 2015
  • Revenue Structure (%) of Glencore Xstrata by region, 2014-2015
  • Cobalt Output of Glencore Xstrata by Mine Area, 2013-2015
  • Principal Subsidiaries engaged in Cobalt Production of Glencore Xstrata
  • Global Presence of Vale
  • Revenue and Net Income of VALE, 2008-2016
  • Financial Highlights of VALE, 2011-2015
  • Gross Revenue of VALE, 2015Q4
  • Revenue Structure of VALE by Business, 2014-2016
  • Production Summary of Vale by Product, 2011-2015
  • Sales Volume of Vale by Product, 2011-2015
  • Revenue Structure of VALE by Region, 2012-2016
  • Production Volume of VALE, 2014-2016
  • Cobalt Output of Vale by Mine Area, 2010-2016
  • Cobalt Product Sales Volume and Average Sales Price of Vale, 2013-2015
  • Vale's Revenue from Cobalt Products, 2011-2015
  • Cobalt Ore Reserves and Grades of Vale, 2014-2015
  • Vale's Revenue and YoY Growth in China, 2010-2016
  • Freeport's Mineral Distribution
  • Revenue and Net income of Freeport, 2008-2015
  • Revenue Structure (%) of Freeport by Product, 2012-2015
  • Revenue Breakdown of Freeport by Country/Region, 2010-2015
  • Cobalt Business Revenue and Gross Profit of Freeport, 2010-2015
  • Cobalt Output and Sales Volume and Average Price of Freeport, 2010-2015
  • Revenue and YoY Growth of Freeport in China, 2008-2015
  • Revenue and Net income of Shenzhen Green Eco-Manufacture, 2010-2016
  • Operating Revenue of Shenzhen Green Eco-Manufacture by Region, 2010-2015
  • R&D Costs and % of Total Revenue of Shenzhen Green Eco-Manufacture, 2010-2015
  • Revenue and Net income of Shenzhen Green Eco-Manufacture, 2015-2020E
  • Development Course of Huayou Cobalt
  • Revenue and Net income of Huayou Cobalt, 2010-2015
  • Revenue and Net Income of Huayou Cobalt's Major Subsidiaries, 2015
  • Operating Revenue of Huayou Cobalt (by Region), 2012-2015
  • Major Customers of Huayou Cobalt
  • Cobalt Metal Volume and Market Share of Huayou Cobalt, 2011-2015
  • Capacity and Output of Jinchuan Group's Main Products, 2012-2015
  • Revenue and Net income of Jinchuan Group, 2009-2015
  • Gross Margin of Jinchuan Group by Business, 2012-2015
  • Cobalt Metal Production and Sales of Jinchuan Group, 2010-2015
  • Cobalt Product Revenue of Jinchuan Group, 2010-2015
  • Revenue and Net income of Shandong Jinling Mining, 2007-2015
  • Revenue Structure of Shandong Jinling Mining by Product, 2012-2015
  • Revenue of Shandong Jinling Mining by Region, 2008-2015
  • Gross Margin of Shandong Jinling Mining by Product, 2008-2015
  • Revenue from Cobalt Concentrate Powder of Shandong Jinling Mining, 2008-2015
  • Revenue and Net income of HuazeCobalt&nickel, 2013-2015
  • Operating Revenue Breakdown and Percentage of Huaze Nickel & Cobalt Metal (by Product), 2014-2015
  • Operating Revenue Breakdown and Percentage of Huaze Nickel & Cobalt Metal (by Region), 2014-2015
  • Gross Margin of Huaze Nickel & Cobalt Metal (by Product), 2015
  • Cobalt Chloride Output and Sales Volume of Huaze Nickel & Cobalt Metal, 2013-2015
  • Revenue and Net Income of Beijing Easpring Material, 2007-2015
  • Revenue of Beijing Easpring Material by Business, 2010-2015
  • Revenue of Beijing Easpring Material by Region, 2008-2015
  • Gross Margin of Beijing Easpring Material by Business, 2008-2014
  • Gross Margin of Beijing Easpring Material by Business, 2015
  • Sales Volume of Ternary Cathode Materials of Beijing Easpring Material Technology, 2011-2016E
  • Revenue and Net Income of Beijing Easpring Material, 2015-2020
  • Shareholding Structure of Projects of Ramu Nico Management Limited
  • Nickel and Cobalt Companies of Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
  • Revenue and Cobalt Revenue of Major Global and Chinese Cobalt Producers, 2014-2015
  • Cobalt Product Output and Sales Volume of Major Global and Chinese Cobalt Producers, 2013-2015
  • Global Cobalt material Output (by Enterprise / Mine) , 2014-2015
  • Global Refined Cobalt Supply and Demand Balance Sheet, 2015-2020
  • Cobalt Demand Structure Worldwide, 2015-2020E
  • Cobalt Demand Structure in China, 2014-2020E
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