Code Content

I Production
-Overview
-Capacity expansion, output, distribution
-Concentration in west and central regions
-Sulphate process vs. chloride process
-Feedstock situation
-Price

II Benchmarking
-Overview of manufacturers
-Reasons for choosing these manufacturers
-Jinzhou Titanium
Strength and weakness
Production
Distribution network
Waste treatment
Feedstock supply
Technology innovation
Research investment
Cost structure
-Panyu Titanium
-Jinan Yuxing
-Shanghai Jianghu
Reason for presenting this company
Strength
Production
Distribution
Product standard
Waste treatment cost
How to decrease cost by coating

III Highlighted case
1 Amortisation
2 DuPont's entry(2005-now)
3 No joint venture of chloride process
4 Policy

IV I/E analysis
-Price trend
-Import distribution
-Export destination
-Manufacturers' export situation

V Consumption
-Mass balance
-Market share
-Quality requirement
-Consumption habits
-Development trend

VI Opportunity
-Raw material production
-Enterprise merger
-Product structure optimisation & quality improvement

VII Forecast to 2013
-Drivers
-Barriers
-Qualitative forecast
-Quantitative forecast

LIST OF TABLES

Table I-1 Top 30 TiO2 manufacturers by capacity, Mar. 2009
Table I-2 Dispersed TiO2 capacity by region, 2009
Table I-3 Capacity of top10 TiO2 producers, Mar. 2009
Table I-4 New plants under construction, Mar. 2009
Table I-5 Import origins of titanium ore in China by share, 2006-2008
Table I-6 List of nanometer titanium dioxide manufacturer, Mar. 2009
Table I-7 Chemical fiber grade and electronic titanium dioxide manufacturer, Mar. 2009
Table II-1 Characteristics of the four benchmarking companies
Table II-2 Production cost of Jinzhou Titanium, Mar. 2009
Table II-3 Management cost of Jinzhou Titanium, Mar. 2009
Table II-4 Profit structure of Jinzhou Titanium, Mar. 2009
Table II-5 Production cost of Panyu Titanium, Mar. 2009
Table II-6 Management cost of Panyu Titanium, Mar. 2009
Table II-7 Profit structure of Panyu Titanium, Mar. 2009
Table II-8 Production cost of Jinan Yuxing, Mar. 2009
Table II-9 Management cost of Jinan Yuxing, Mar. 2009
Table II-10 Profit structure of Jinan Yuxing, Mar. 2009
Table II-11 Comparison of additional cost and profit between anatase and rutile TiO2
Table II-12 Profit comparison among the benchmarking enterprises, Mar. 2009
Table IV-1 TiO2 import distribution by end use sector, 2008 (unit: tonne)
Table IV-2 TiO2 import situation by end use sector, 2008
Table IV-3 China's TiO2 export destinations, 2008 (unit: quantity: kg; price: USD/kg)
Table IV-4 Export situation of main TiO2 manufacturers, 2008 (unit: tonne)
Table V-1 TiO2 apparent consumption evolution, 2005-2008, tonne
Table V-2 Output evolution of coating products, 2005-2008, tonne
Table V-3 TiO2 consumption in coating, 2005~2008, tonne
Table V-4 Main end users in coating industry, 2008
Table V-5 Output evolution of plastic products, 2005-2008, '000 tonnes
Table V-6 TiO2 consumption in plastic, 2005~2008, tonne
Table V-7 Main end users in plastic industry, 2008
Table V-8 Output evolution of paper products, 2005-2008, tonne
Table V-9 TiO2 consumption in papermaking, 2005-2008, tonne
Table V-10 Main end users in papermaking industry, 2008
Table V-11 Output evolution of enamel, 2005-2008, tonne
Table V-12 TiO2 consumption in enamel, 2005-2008, tonne
Table V-13 Main end users in enamel industry, 2008
Table V-14 Output evolution of welding rod, 2005-2008, tonne
Table V-15 TiO2 consumption in welding rod, 2005-2008, tonne
Table V-16 Main end users in welding rod industry, 2008
Table V-17 Consumption of synthetic rubber, 2005-2008, tonne
Table V-18 TiO2 consumption in synthetic rubber, 2005-2008, tonne
Table V-19 Main end users in rubber industry, 2008
Table V-20 Output evolution of chemical fiber, 2005-2008, tonne
Table V-21 TiO2 consumption in chemical fiber, 2005-2008, tonne
Table V-22 Main end users in chemical fiber industry, 2008
Table V-23 Output evolution of ink, 2005-2008, tonne
Table V-24 TiO2 consumption in ink, 2005-2008, tonne
Table V-25 ain end users in ink industry, 2008
Table VI-1 Unit capacity comparison of domestic and global TiO2 projects, 2008, t/a
Table VII-1 China's titanium ore import dependence rate, 2005~2008
Table VII-2 Forecast on China's demand for TiO2, 2009~2013, tonne
Table VII-3 Forecast on China's TiO2 output, 2009~2013, tonne

LIST OF TABLES

Figure I-1 Expanding capacity and decreasing operating rate
Figure I-2 Capacity structure of TiO2 in China, 2005-2009, t/a
Figure I-3 Geographic distribution of TiO2 capacity in China, Mar. 2009
Figure I-4 Trend of capacity concentration to Central and West China
Figure I-5 Unreasonable product structure, by process
Figure I-6 China's self-sufficiency rate of titanium ore, 2005-2008
Figure I-7 Capacity share of titanium ore by region, 2008
Figure I-8 Price decline of titanium dioxide and sulfuric acid, Jul. 2008 and Mar.2009
Figure I-9 Capacity change of specialty TiO2, 2003-2009, t/a
Figure IV-1 Import/export price of TiO2, 2008
Figure VI-1 China's import dependence rate of titanium ore, 2005~2008
Figure VI-2 Domestic titanium ore supply by origin, 2008
Figure VII-1 China's GDP evolution, 2001~2008
Figure VII-2 Chinese people's income evolution, 2003~2008
Figure VII-3 Chinese international trade evolution, 2003~2008