Future of PVC Industry in China

Executive summary
Introduction and methodology
I Overview of global PVC industry
II Government regulations on PVC industry in China
II-1 Industrial policy
II-2 Environment policy
II-3 Threshold and tariff policies
II-4 Others
III PVC industry in China
III-1 Overview of PVC industry
III-2 PVC production
III-2-1 History of PVC production (2004~2009)
III-2-2 Future of PVC production, projects (2009~2019)
III-3 PVC Demand
III-3-1 History of PVC consumption (2004~2009)
III-3-2 Forecast on PVC demand (2009~2019)
III-4 Market analysis of PVC
III-4-1 Trade analysis in past 5 years
III-4-2 PVC price
III-4-3 Market by rigid PVC and soft PVC
III-4-4 Market by end use segment
IV PVC by calcium carbide method in China
IV-1 Production, by company
IV-2 Producers
IV-2-1 Overview
IV-2-2 Introduction to Top 30 producers
IV-2-2-1 Xinjiang Tianye Co., Ltd.
...
IV-2-2-30 Shanxi Yangmei Chlor-Alkali Chemical Co.Ltd.
IV-3 Construction and future projects
IV-4 Raw material analysis
IV-4-1 Calcium carbide
IV-4-2 Coal and electricity
IV-4-3 Salt
IV-5 Cost analysis of PVC
IV-5-1 Cost of calcium carbide method
IV-5-2 Cost of ethylene method
IV-5-3 Comparison between calcium carbide method and ethylene method
IV-6 Forecast on PVC by calcium carbide method
V Petrochemical business in China
V-1 Ethylene capacity
V-1-1 History (2004~2009)
V-1-2 Forecast (2009~2019)
V-2 Supply and demand of petrochemical product
V-2-1 History (2004~2009)
V-2-2 Forecast (2009~2019)
V-3 Major petrochemical complex
V-3-1 Sinopec
V-3-2 Petrochina
V-3-3 CNOOC
V-4 Expansion plan of complex
V-5 Raw materials
V-5-1 Naphtha
V-5-2 Ethane
V-5-3 Gas oil
V-5-4 LPG
V-5-5 Condensate
V-5-6 Others
V-5-7 Trend and future
V-6 New technology and substitute
VI Conclusion
LIST OF TABLES
Table 1 RMB exchange rates against USD, 1994-2008
Table II-1-1 Classification of enterprises in calcium carbide industry in China
Table II-1-2 Electricity price policy on high energy-consuming industry in China
Table II-3-1 Export rebate rate for plastics and plastic products in China
Table III-1-1 Properties and applications of PVC, PE and PP
Table III-1-2 Import, export and apparent consumption of PE, PP and PVC in China, 1998~2008 (‘000 tonnes)
Table III-2-1-1 Calcium carbide method and ethylene method in China
Table III-2-1-2 PVC production situation by raw material in China, 2006~2009
Table III-2-1-3 Ethylene import situation in China, 2006~2009
Table III-2-1-4 PVC production in different provinces in China, 2008~2009 (tonne)
Table III-2-1-5 Overview of PVC manufacturers in China-1
Table III-2-1-6 Overview of PVC manufacturers in China-2
Table III-2-1-7 Industrial concentration of PVC production in China, 2006~2009
Table III-2-1-8 Strategic reconstruction of key manufacturers in China, 2008
Table III-2-1-9 Geographic distribution of PVC production in China, 2006-2009
Table III-2-1-10 Distribution of PVC capacity with ethylene method in China, 2006-2009
Table III-2-1-11 Number of PVC manufacturers and average capacity in different provinces, 2006-2009
Table III-2-2-1 Planned PVC production of key active and potential producers, 2009
Table III-2-2-2 Assumptions of GDP growth rate in China, 2009~2019
Table III-2-2-3 Factors influencing PVC production in China
Table III-2-2-4 Forecast on PVC production in China, 2009~2019, ‘000 tonnes
Table III-3-1-1 Geographic distribution of PVC consumption in China, 2008
Table III-3-2-1 Assumptions of GDP growth rate in China, 2009~2019
Table III-3-2-2 Factors influencing PVC demand in China
Table III-3-2-3 Forecast on PVC consumption in China, 2009~2019, ‘000 tonnes
Table III-4-1-1 China's PVC import origins, Jan. ~ Oct. 2009
Table III-4-1-2 Import volume and price of PVC in China, by province, Jan. ~ Oct. 2009
Table III-4-1-3 China's PVC export destinations, Jan. ~ Oct. 2009
Table III-4-1-4 PVC export volume and price in China, by province, Jan. ~ Oct. 2009
Table III-4-3-1 PVC consumption in different end-use segments in China, 2008
Table III-4-4-1 Consumption situation of PVC in major end-use segments in China
Table III-4-4-2 Realty fixed assets investment in China, 2006~2009
Table III-4-4-3 Comparison among different insulating and wrap materials
Table IV-1-1 Industrial concentration of PVC production by calcium carbide method, 2006~2009
Table IV-1-2 Factors influencing calcium carbide-based PVC production in China
Table IV-1-3 Forecast on PVC production by calcium carbide method in China, 2009~2019, ‘000 tonnes
Table IV-2-1-1 Overview of top 30 PVC producers by calcium carbide method in China, 2009
Table IV-3-1 Construction and future projects of key PVC producers in China, 2009
Table IV-4-1-1 Top 30 producers of calcium carbide in China, 2009
Table IV-4-1-2 Capacity scales of calcium carbide producers in China, 2007＆2009
Table IV-4-1-3 Apparent consumption of calcium carbide in China, 2000~2008 (‘000 tonnes)
Table IV-4-1-4 Cost analysis of calcium carbide in China, Nov. 2009
Table IV-4-2-1 Top 50 coal producers in China, 2009
Table IV-4-2-2 Coal production cost in China, 2009
Table IV-4-2-3 Electricity generation from different energies in China, 2004-2008, Unit: billion kWh
Table IV-4-2-4 Top 30 large-scale power generation enterprises in China, 2008 (Unit: MW)
Table IV-4-2-5 Electricity price of key provinces in China, Unit: USD/kWh
Table IV-4-2-6 Cost of different energies to generate electricity
Table IV-5-1-1 Rough estimation method of PVC production cost by calcium carbide method in China, 2009
Table IV-5-1-2 Estimated profit of PVC by calcium carbide method in China, Nov. 2009
Table IV-5-2-1 Rough estimation method of PVC production cost by ethylene method in China, 2009
Table IV-5-2-2 Estimated profit of PVC by ethylene method in China, Nov. 2009
Table IV-5-3-1 Comparison between calcium carbide method and ethylene method
Table IV-5-3-2 General estimation methods for gross profit of PVC in China
Table IV-5-3-3 Marginal cost in production cost of PVC in China, 2007-2009
Table V-1-1-1 New ethylene capacity, 2009
Table V-1-1-2 Ethylene producers in China, 2005 ~ 2009, capacity: ‘000t/a
Table V-1-1-3 Unit capacity of ethylene facilities, 2003-2009
Table V-1-1-4 Ethylene supply & demand in China, 2000~ Oct. 2009, ‘000 tonnes
Table V-1-1-5 New ethylene projects, 2010 ~ 2020
Table V-2-1-1 Ethylene equivalent consumption, 2000~2009, Unit: ‘000 tonnes
Table V-2-1-2 Ethylene equivalent consumption, broken down by product, 2005 & 2008
Table V-2-2-1 Forecast on ethylene equivalent consumption, 2010, 2014&2019, ‘000 tonnes
Table V-2-2-2 Forecast on ethylene equivalent consumption, breakdown by product, 2010, 2014 & 2019, ‘000 tonnes
Table V-3-1-1 Employee structure by business department
Table V-3-1-2 Employee structure by education background
Table V-3-1-3 Financial data of Sinopec
Table V-3-1-4 Top ten shareholders of Sinopec Unit: 1,000 Shares
Table V-3-1-5 Output of exploration & mining of Sinopec
Table V-3-1-6 Output of refining segment of Sinopec
Table V-3-1-7 Output of chemicals products of Sinopec
Table V-3-2-1 Employee structure by business department
Table V-3-2-2 Employee structure by education background
Table V-3-2-3 Financial data of PetroChina
Table V-3-2-4 Output of exploration & mining of PetroChina
Table V-3-2-5 Output of refining segment of PetroChina
Table V-3-2-6 Output of chemicals products of PetroChina
Table V-3-2-7 Top ten shareholders of PetroChina Unit: 1,000 Shares
Table V-3-3-1 Employee structure by different region
Table V-3-3-2 Financial data of CNOOC
Table V-3-3-3 Production volume of CNOOC
Table V-4-1 Comparison of three companies'expansion plans
LIST OF FIGURES
Figure I-1 Global capacity, output of PVC and their growth rate, 2001~2008
Figure I-2 Capacity and output share of China's PVC in global market, 2000~2008
Figure I-3 Growth rate of China's and global PVC capacity and output, 2001~2008
Figure I-4 Newly-added PVC capacity and output in China and the world, 2001~2008
Figure III-1-1 Output of PE, PP and PVC in China, 1999~2008
Figure III-1-2 Output share of PE, PP and PVC among five common synthetic resins in China, 1999~2008
Figure III-1-3 Self-sufficiency rate of PE, PP and PVC in China, 1999~2008
Figure III-1-4 Dependence rate of China's PE, PP and PVC on export, 1999~2008
Figure III-2-1-1 PVC production situation in China, 2004~2008
Figure III-2-1-2 PVC output and growth rate calculated by raw material in China, 2004~2008
Figure III-2-1-3 PVC output structure by raw material in China, 2004~2008
Figure III-2-1-3 PVC output in China, Jan. ~ Oct. 2009
Figure III-2-1-4 Geographic distribution of PVC capacity in China, 2009
Figure III-2-1-5 PVC capacity share in different provinces, 2009
Figure III-2-1-6 PVC output share of different provinces, 2008
Figure III-2-2-1 Planned PVC capacity share of different provinces in China, 2009
Figure III-2-2-2 Historical growth rate of PVC output, 2003~2008
Figure III-2-2-3 Forecast on PVC production in China, 2009~2019
Figure III-2-2-4 Forecast on PVC output with different methods, 2009~2019 ('000 tonnes)
Figure III-3-1-1 Apparent PVC consumption in China, 2004~2009
Figure III-3-1-2 Global and Chinese PVC consumption, 2004~2008
Figure III-3-1-3 Growth rate of GDP, PVC output and consumption in China, 2000~2008
Figure III-3-1-4 Consumption structure of PVC products in China, 2002~2008
Figure III-3-1-5 Consumption situation of PVC in window profiles in China, 2002~2008
Figure III-3-1-6 PVC consumption situation in pipes in China, 2002~2008
Figure III-3-1-7 Consumption situation of PVC in film in China, 2002~2008
Figure III-3-1-8 Consumption situation of PVC in artificial leather in China, 2002~2008
Figure III-3-2-1 Historical growth rate of PVC consumption, 2003~2008
Figure III-3-2-2 Forecast on PVC consumption in China in 2009~2019
Figure III-3-2-3 Forecast on PVC consumption in window profile in China, 2009~2019
Figure III-3-2-4 Forecast on PVC consumption in pipe in China, 2009~2019
Figure III-4-1-1 PVC import and export in China, 2004~2009
Figure III-4-1-2 Net import and self-sufficiency rate of PVC in China, 2004~2008
Figure III-4-1-3 Import origin for China's PVC by volume, 2004&2008
Figure III-4-1-4 Export destinations for China's PVC by volume, 2004&2008
Figure III-4-1-5 PVC import in China, Jan. ~ Oct., 2008 & 2009
Figure III-4-1-6 Import volume and price of four PVC products in China, Jan. ~ Oct. 2009
Figure III-4-1-7 Share of PVC import in different provinces, Jan. ~ Oct. 2009
Figure III-4-1-8 PVC export in China, Jan. ~ Oct., 2008 and 2009
Figure III-4-1-9 Export volume and price of four PVC products in China, Jan. ~ Oct. 2009
Figure III-4-1-10 Share of PVC export in different provinces, Jan. ~ Oct. 2009
Figure III-4-2-1 PVC price in China, Nov. 2007 ~ Nov. 2009
Figure III-4-2-2 Price of calcium carbide and calcium carbide PVC in China, Jul. 2005~ Nov. 2009
Figure III-4-2-3 Price of ethylene and ethylene PVC in China, Jan. 2007~ Nov. 2009
Figure III-4-2-4 Output, apparent consumption and price of PVC in China, 1998~2009
Figure III-4-3-1 PVC consumption in China by type, 2002~2008
Figure III-4-4-1 Consumption structure by end use segment of PVC in China, 2002~2008
Figure III-4-4-2 PVC consumption situation in construction industry in China, 2002~2008
Figure III-4-4-3 Total output of automobiles and private cars and their growth rate in China, 2002~2008
Figure III-4-4-4 Usage of PVC products in automobile exterior
Figure III-4-4-5 Usage of PVC products in automobile interior
Figure III-4-4-6 PVC consumption situation in automobile industry in China, 2002~2008
Figure III-4-4-7 PVC consumption situation in cable in China, 2002~2008
Figure III-4-4-8 PVC consumption situation in medical industry in China, 2002~2008
Figure III-4-4-9 PVC consumption situation in packaging industry in China, 2002~2008
Figure IV-1-1 PVC production by calcium carbide method in China, 2004~2009
Figure IV-1-2 Capacity share of PVC by calcium carbide, by province, 2009
Figure IV-1-3 Historical growth rate of PVC production and consumption by calcium carbide method, 2003~2008
Figure IV-1-4 Forecast on PVC production by calcium carbide method in China, 2009~2019
Figure IV-4-1-1 Production situation of calcium carbide in China, 2000~2008
Figure IV-4-1-2 Growth rates of calcium carbide and PVC's capacity and output in China, 2000~2008
Figure IV-4-1-3 Output of calcium carbide and PVC, Jan. ~ Oct. 2009
Figure IV-4-1-3 Geographic distribution of calcium carbide output in China, 2008
Figure IV-4-1-4 Calcium carbide output share of different provinces in China, 2008
Figure IV-4-1-5 Consumption structure of calcium carbide in China, 2008
Figure IV-4-1-6 Prices of calcium carbide and PVC by calcium carbide method in China, Jul. 2005~Nov. 2009
Figure IV-4-2-1 Output and consumption of coal in China, 2004~2008
Figure IV-4-2-2 Prices of China's anthracitic coal and Brent crude oil, Jan. 2008 ~ Nov. 2009
Figure IV-4-2-3 Output and apparent consumption of electricity in China, 2004~2008
Figure IV-4-3-1 Output and apparent consumption of salt in China, 2004-2008
Figure IV-4-3-2 Salt price in China, 2008
Figure IV-5-1-1 Production chain of PVC by calcium carbide method in China
Figure IV-5-1-2 Major production process of PVC by calcium carbide method in China
Figure IV-5-1-3 General production cost structure of PVC by calcium carbide method in China
Figure IV-5-3-1 Production cost of PVC in China, Jan. 2007- Nov. 2009
Figure IV-5-3-2 PVC gross profit with different methods in China, 2007~Nov. 2009
Figure IV-6-1 Forecast on calcium carbide base PVC in China, 2009~2019
Figure V-1-1-1 Capacity and output of ethylene, 2000 ~ Oct. 2009
Figure V-1-1-2 China's GDP changes, 2000~2009
Figure V-1-1-2 Ethylene capacity share of different producers, 2009
Figure V-5-1 Raw material structure of ethylene in China
Figure V-5-1-1 Domestic consumption of naphtha, 2000~2008
Figure V-5-1-2 Import and export situation of naphtha in China, 2006~2009
Figure V-5-1-3 Ex-factory price of naphtha in China, 2007~2009
Figure V-5-2-1 Output and consumption of natural gas in China, 2003~2009
Figure V-5-3-1 Output and consumption of gas oil in China, 2004~2009
Figure V-5-3-2 Consumption structure of gas oil in China, 2008~2009
Figure V-5-3-3 Import and export volume of gas oil in China, 2004~2009
Figure V-5-3-4 Ex-factory price of gas oil in China, 2007~2009
Figure V-5-4-1 Output and consumption of LPG in China, 2004~2008
Figure V-5-4-2 Import and export volume of LPG in China, 2003~2008
Figure V-5-4-3 Ex-factory price of LPG in China, 2008~2009