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市場調查報告書

全球和中國的鈷產業分析

Global and China Cobalt Industry Report, 2017-2021

出版商 ResearchInChina 商品編碼 292957
出版日期 內容資訊 英文 140 Pages
商品交期: 最快1-2個工作天內
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全球和中國的鈷產業分析 Global and China Cobalt Industry Report, 2017-2021
出版日期: 2017年04月27日 內容資訊: 英文 140 Pages
簡介

本報告提供全球和中國的鈷產業概況與未來展望相關分析,全球及中國國內的資源蘊藏量和生產、供需、價格趨勢,相關政策趨勢,競爭格局,外資、國內的主要企業簡介與企業發展情形等調查。

第1章 鈷概要

  • 定義
  • 相關產業

第2章 全球鈷市場現狀

  • 鈷礦石的蘊藏量
  • 市場供給
  • 市場需求
  • 地區分佈
  • 價格
  • 競爭格局
  • 發展趨勢

第3章 中國的鈷市場發展

  • 概要
  • 政策
  • 鈷礦石的蘊藏量
  • 市場供需情形
    • 供給量
    • 需求量
    • 價格
  • 產品結構
  • 競爭格局
  • 發展趨勢

第4章 中國的鈷進出口趨勢:各產品

  • 鈷礦石及濃縮物
  • 鈷氧化物
  • 氯化鈷
  • 碳酸鈷
  • 硝酸鈷
  • 草酸鈷

第5章 主要鈷下游產業的需求

  • 電池材料
  • 硬質合金
  • 磁性物質
  • 超合金

第6章 全球主要鈷廠商

第7章 中國的主要鈷廠商

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: CYH062

In recent years, the global refined cobalt market has been in a state of oversupply, but the inventory has been decreasing year by year. In 2016, the global refined cobalt output and consumption were 107,600 tons and 103,800 tons respectively, indicating the excess supply of 3,734 tons which fell 29.3% from the year 2014. In 2017, the global cobalt supply and demand structure will be reversed, with the supply gap of 3,320 tons, because: First, in recent years, the cobalt price has been hovering at a low level, some cobalt mines have reduced or ceased production, and no large cobalt mines have been put into production, resulting in the slowdown of the cobalt supply. Second, the cobalt metal demand has soared quickly as the demand for new energy vehicles continues to grow. It is expected that the global cobalt market will face a tight supply situation in 2017-2021, with the gap of 12,000 tons by 2021.

Affected by the market supply and demand pattern, the prices of cobalt and cobalt products at home and abroad have been rising since July 2016. Till early March 2017, the prices of MB cobalt (high grade) and MB cobalt (low grade) jumped by more than 125% and 117% to USD25.13 / lb and USD23.73 / lb respectively. As the contradiction between supply and demand becomes increasingly prominent, the cobalt price will keep swelling in 2017, but with the relatively low growth rate.

China is the world's largest producer of refined cobalt, with the output of 63,000 tons and holding a global share of 58.6% in 2016; the output is expected to grow to 72,500 tons in 2017. Also, China is the largest consumer of cobalt around the globe, and the consumption increased by 5.3% year on year to 45,800 tons in 2016, accounting for 44.1% of the global total. In 2017-2021, the consumption will keep an AAGR of at least 12%. By 2021, China's consumption of refined cobalt is expected to exceed 80,000 tons, mainly thanks to the fast-growing new energy vehicle and lithium battery markets.

At present, battery material is a sector where cobalt finds most application in China, accounting for 76.6% in 2016 and potentially 79.0% in 2021.

Amid the relatively stable global cobalt market structure, cobalt mines are mainly occupied by Freeport, Glencore, Umicore, Vale and other foreign companies. In 2016, Freeport ranked first in the world by cobalt output with the share of 11.8%, followed by Glencore with 9.1%.

Chinese cobalt enterprises center on cobalt smelting, and the scale of production has been gradually centralized. Huayou Cobalt, Jinchuan Group, Shenzhen Green Eco-manufacture Hi-tech and other major Chinese cobalt producers have been extending to ternary materials and other cobalt downstream markets through acquisitions, erection of new facilities or other ways as well as raising cobalt capacity. For instance, Shenzhen Green Eco-manufacture Hi-tech raised funds at the end of 2016 to build a 5,000 tons/a nickel cobalt aluminum (NCA) ternary power battery material precursor project in Jingmen, a 15,000 tons/a automotive lithium nickel cobalt manganate ternary power battery material project, etc..

The report focuses on the following:

  • Supply, demand, regional distribution, prices, corporate competition pattern and development trends of the global cobalt ore resources, cobalt concentrate and refined cobalt;
  • China's cobalt ore resources, cobalt supply and demand, product structure, prices, corporate competition pattern and development trends;
  • Import and export of cobalt concentrate, tricobalt tetroxide, cobalt carbonate, cobalt nitrate and other major cobalt products;
  • Development and cobalt demand of battery materials, superalloy, hard alloy, magnetic materials and other cobalt downstream industries;
  • Operation of 4 global cobalt enterprises and their development in China;
  • Operation and development strategies of 10 key Chinese cobalt enterprises.

Table of Contents

1. Cobalt Overview

  • 1.1. Definitions
  • 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
  • 2.7. Development Trend

3. Cobalt Market Development in China

  • 3.1. Overview
  • 3.2. Policy
  • 3.3. Cobalt Ore Resources
  • 3.4. Market Supply and Demand
    • 3.4.1. Supply
    • 3.4.2. Demand
    • 3.4.3. Price
    • 3.4.4. Product Structure
  • 3.5. Competition Pattern
  • 3.6. Development Trend

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 Main Cobalt Downstream Industries

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

6. Major Global Cobalt Manufacturers

  • 6.1. Umicore
    • 6.1.1. Profile
    • 6.1.2. Operation
    • 6.1.3. Cobalt Business (Cobalt Specialty Materials)
    • 6.1.4. Business in China
    • 6.1.5. Development Prospect
  • 6.2. Glencore Xstrata
    • 6.2.1. Profile
    • 6.2.2. Operation
    • 6.2.3. Cobalt Business
  • 6.3. Vale
    • 6.3.1. Profile
    • 6.3.2. Operation
    • 6.3.3. Cobalt Business
    • 6.3.4. Business in China
  • 6.4. Freeport
    • 6.4.1. Profile
    • 6.4.2. Operation
    • 6.4.3. Cobalt Business
    • 6.4.4. Business in China

7. Major Chinese Cobalt Producers

  • 7.1. Shenzhen Green Eco-manufacture Hi-tech
    • 7.1.1. Profile
    • 7.1.2. Operation
    • 7.1.3. Cobalt Business
    • 7.1.4. Development Prospect
  • 7.2. Huayou Cobalt
    • 7.2.1. Profile
    • 7.2.2. Operation
    • 7.2.3. Cobalt Business
    • 7.2.4. Development Strategy
  • 7.3. Jinchuan Group Co., Ltd.
    • 7.3.1. Profile
    • 7.3.2. Operation
    • 7.3.3. Cobalt Business
    • 7.3.4. Development Prospect
  • 7.4. Shandong Jinling Mining
    • 7.4.1. Profile
    • 7.4.2. Operation
    • 7.4.3. Cobalt Business
  • 7.5. Chengdu Huaze Cobalt&nickel Material Co., Ltd
    • 7.5.1. Profile
    • 7.5.2. Operation
    • 7.5.3. Cobalt Business
  • 7.6. Beijing Easpring Material Technology
    • 7.6.1. Profile
    • 7.6.2. Operation
    • 7.6.3. Cobalt Business
  • 7.7. Hanrui Cobalt
    • 7.7.1. Profile
    • 7.7.2. Operation
    • 7.7.3. Cobalt Business
  • 7.8. Ramu Nico Management (Mcc) Limited
  • 7.9. Jiangxi Rare Metal Tungsten Industry Holding Group Co., Ltd.
    • 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.

Selected Charts:

  • Cobalt Production Process
  • Cobalt Product Process
  • Cobalt Industry Chain
  • Products of Major Cobalt Downstream Industries
  • Cobalt Reserves in Major Countries, 2016
  • Distribution of Global Associated Cobalt Mineral Resources
  • Output Distribution of Global Cobalt Mines
  • New Cobalt Mine Projects, 2017-2018
  • Global Cobalt Output and YoY Growth, 2005-2021E
  • Global Refined Cobalt Output and YoY Growth, 2005-2021E
  • Global Refined Cobalt Consumption, 2008-2017
  • Global Refined Cobalt Supply and Demand Balance Sheet, 2008-2016
  • Cobalt Demand Structure Worldwide, 2010-2017
  • Output of Cobalt in Major Countries, 2012-2016
  • Global Refined Cobalt Output Structure by Country, 2012-2016
  • Structure (%) of Global Cobalt Consumption by Country/Region, 2016
  • LME's Spot Cobalt Price, 2015-2017
  • International Cobalt Price, 2014-2017
  • MB Cobalt Price, 2003-2017
  • MB Cobalt Price, 2016H2-Mar 2017
  • Price Rises of Global and China's Main Cobalt Products, by Mar 2017
  • Main Factors Affecting MB Cobalt Price, 2003-2017
  • Structure (%) of Global Refined Cobalt Output by Company, 2016
  • Global Refined Cobalt Output by Company, 2006-2016
  • Global Cobalt Raw Material Output by Enterprise / Mine, 2014-2015
  • Business Plans for In-service Cobalt Mines of Global Major Enterprises, 2017
  • Output and Expansion Plans of Global Major Refined Cobalt Enterprises
  • Global Refined Cobalt Supply and Demand Balance Sheet, 2016-2021
  • Cobalt Demand Structure in Worldwide, 2014-2021E
  • Policies on Cobalt Industry in China, 2011-2017
  • Cobalt Reserves Distribution in China (By Province)
  • China's Cobalt Concentrate Output, 2005-2017
  • China's Refined Cobalt Output, 2005-2017
  • China's Refined Cobalt Consumption, 2006-2017
  • Cobalt Demand Structure in China, 2009-2017
  • Cobalt Price in China, 2014-2017
  • Cobalt Price, Jan-Mar 2017
  • Prices of Electrolytic Cobalt and Tricobalt Tetraoxide in China, 2016-2017
  • China's Lithium Cobaltate Price, 2016-2017
  • China's Refined Cobalt Output by Product, 2011-2016
  • China's Refined Cobalt Output Structure by Product, 2016
  • China's Tricobalt Tetraoxide Output, 2012-2016
  • Global Cobalt Powder Supply and Demand, 2016-2020E
  • China's Cobalt Powder Supply and Demand, 2016-2020E
  • Cobalt Production Capacity of Major Chinese Manufacturers, 2016
  • Revenue and Cobalt Business Revenue of Global and China's Major Cobalt Producers, 2015-2016
  • Cobalt Demand Structure China, 2014-2021E
  • 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, 2015-2016
  • 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, 2016
  • China's Import Volume and Import Value of Cobalt Chloride, 2006 -2016
  • China's Export Volume and Export Value of Cobalt Chloride, 2006 -2016
  • Structure (%) of China's Export Volume of Cobaltosic Oxide by Country, 2016
  • 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, 2016
  • 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, 2015-2016
  • China's Export Volume and Export Value of Cobalt Oxalate, 2006 -2016
  • Cobalt Application Structure, 2016
  • Global Power Lithium Battery Market Size, 2015-2021E
  • Small Lithium Cobalt Demand Structure of Global 3C Digital Consumer Goods, 2016
  • China's Lithium Battery Output, 2011-2016
  • Lithium Battery Demand Structure China, 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
  • Amount of Cobalt Consumed by Different Ternary Cathode Materials
  • Cobalt Demand Structure in Battery Industry
  • Metal Demand from Different Cathode Materials (Per Ton)
  • Global Battery-use Cobalt Demand, 2011-2021E
  • China's Battery Materials-use Cobalt Demand, 2008-2021E
  • China's Hard Alloy Output, 2009-2021E
  • Global Hard Alloy-use Cobalt Demand, 2012-2021E
  • China's Hard Alloy-use Cobalt Demand, 2010-2021E
  • Classification of Magnetic Materials
  • Global Rare Earth Permanent Magnet Output and Growth Rate, 2008-2021E
  • Global Rare Earth Permanent Magnet Output Structure by Country, 2016
  • China's Rare Earth Permanent Magnet Output and Growth Rate, 2006-2021E
  • Global Consumption of Magnetic Materials and Cobalt Demand by Application, 2015-2021E
  • China's Magnetic Materials-use Cobalt Demand, 2009-2021E
  • Main Applications of Superalloy
  • Global Superalloy Consumption Structure by Application
  • Application of Superalloy in Aerospace Engine Thermal End Bearing Parts
  • Main Structure of Aerospace Engine
  • Superalloy Development Course in China
  • China's Superalloy Output, 2004-2015
  • China's High-end Superalloy Demand, 2009-2018E
  • Global Superalloy-use Cobalt Demand, 2012-2021E
  • China's Superalloy-use Cobalt Demand, 2009-2021E
  • Distribution of Umicore's Factories, 2016
  • Revenue and Net income of Umicore, 2008-2016
  • Revenue of Umicore by Business, 2011-2016
  • Revenue of Umicore by Business, 2015-2016
  • Split of Umicore Business Group, 2016
  • Profile of Energy & Surface Technologies Business Group
  • Growth and Profitability Drivers of Energy & Surface Technologies Business Group
  • Total Revenue Structure (%) of Umicore by Region, 2012-2016
  • R&D Costs and % of Total Revenue of Umicore, 2006-2016
  • Revenue and Profit from Energy & Surface Technologies Business of Umicore, 2012-2016
  • Output and YoY Growth of Refined Cobalt of Umicore, 2001-2016
  • Umicore's Subsidiaries in China, by the End of 2016
  • Status Quo of Umicore's Business in China
  • Outlook of Umicore, 2017
  • Fact of Glencore
  • Financial Highlights of Glencore, 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
  • Cobalt Output of Glencore Xstrata by Mine Area, 2013-2016
  • Principal Subsidiaries engaged in Cobalt Production of Glencore Xstrata
  • 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, 2016
  • Revenue Breakdown of Vale by Region, 2015-2016
  • Cobalt Output of Vale, 2014-2017
  • Cobalt Output of Vale by Mine Area, 2010-2016
  • Cobalt Product Sales Volume and Average Sales Price of Vale, 2013-2016
  • Vale's Revenue from Cobalt Products, 2011-2016
  • Cobalt Ore Reserves and Grades of Vale, 2015-2016
  • Cobalt Ore Mines of Vale, 2016
  • Vale in China
  • Vale's Revenue and YoY Growth in China, 2010-2016
  • Vale's Annual Cash Break-Even Cost Landed in China for Iron Ore and Pellets, 2016
  • Mineral Distribution of Freeport
  • Highlight of Freeport, 2016
  • Revenue and Net income of Freeport, 2008-2016
  • Revenue Structure of Freeport by Product, 2014-2016
  • Revenue Breakdown of Freeport by Country/Region, 2010-2016
  • Sales of Freeport by Region, 2016
  • Cobalt Business Revenue and Gross Profit of Freeport, 2010-2016
  • Cobalt Output and Sales Volume and Average Price of Freeport, 2010-2016
  • Revenue and YoY Growth of Freeport in China, 2008-2016
  • Revenue and Net income of Shenzhen Green Eco-Manufacture, 2010-2016
  • Revenue of Shenzhen Green Eco-Manufacture by Product, 2014-2016
  • Revenue of Shenzhen Green Eco-Manufacture by Region, 2010-2016
  • Procurement from Top 5 Suppliers of Shenzhen Green Eco-Manufacture, 2013-2016
  • R&D Costs and % of Total Revenue of Shenzhen Green Eco-Manufacture, 2010-2016
  • Revenue from Cobalt and Related Products and Gross Margin of Shenzhen Green Eco-Manufacture, 2014-2016
  • Cobalt Output, Sales Volume and Average Price of Shenzhen Green Eco-Manufacture by Product, 2013-2016
  • Reserves and Grades of Mines with Mining Rights of Huayou Cobalt
  • Revenue and Net income of Huayou Cobalt, 2010-2016
  • Revenue and Net income of Huayou Cobalt's Main Subsidiaries, 2015-2016
  • Operating Revenue of Huayou Cobalt by Product, 2014-2016
  • Operating Revenue of Huayou Cobalt by Region, 2012-2016
  • Gross Margin of Huayou Cobalt by Product, 2014-2016
  • Major Customers of Huayou Cobalt
  • Production and Sales Volume of Huayou Cobalt, 2015-2016
  • Cobalt Volume and Market Share of Huayou Cobalt, 2011-2015
  • Cobalt Product Cost Structure of Huayou Cobalt, 2014-2016
  • Main Projects under Construction of Huayou Cobalt, 2017
  • 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
  • Cobalt Metal Production and Sales of Jinchuan Group, 2010-2016
  • Cobalt Product Revenue of Jinchuan Group, 2010-2016
  • Revenue and Net income of Shandong Jinling Mining, 2007-2016
  • Revenue Structure of Shandong Jinling Mining by Product, 2012-2016
  • Revenue of Shandong Jinling Mining by Region, 2008-2016
  • Gross Margin of Shandong Jinling Mining by Product, 2008-2016
  • Cobalt Production and Sales and Sales-Output Ratio of Shandong Jinling Mining, 2009-2016
  • Revenue from Cobalt Concentrate Powder of Shandong Jinling Mining, 2008-2016
  • Revenue and Net income of Shaanxi Huaze Nickel & Cobalt Metal, 2013-2016
  • Operating Revenue and Structure of Shaanxi Huaze Nickel & Cobalt Metal by Product, 2014-2016
  • Operating Revenue and Structure of Shaanxi Huaze Nickel & Cobalt Metal by Region, 2014-2016
  • Gross Margin of Shaanxi Huaze Nickel & Cobalt Metal by Product, 2015-2016
  • Cobalt Chloride Output and Sales Volume of Shaanxi Huaze Nickel & Cobalt Metal, 2013-2016
  • Joint-stock and Shareholding Companies of Beijing Easpring Material Technology
  • Development Course of Beijing Easpring Material Technology, 1992-2017
  • Revenue and Net Income of Beijing Easpring Material, 2007-2016
  • Revenue of Beijing Easpring Material by Business, 2010-2016
  • Revenue of Beijing Easpring Material by Region, 2008-2016
  • Gross Margin of Beijing Easpring Material by Business, 2015-2016
  • Sales Volume of Ternary Cathode Materials of Beijing Easpring Material Technology, 2011-2016
  • Main Products and Major Manufacturers of Hanrui Cobalt, 2016
  • Revenue and Net income of Hanrui Cobalt, 2014-2016
  • Revenue Breakdown of Hanrui Cobalt by Product, 2014-2016
  • Gross Margin of Hanrui Cobalt by Product, 2014-2016
  • Output of Hanrui Cobalt by Product, 2014-2016
  • Cobalt Powder Market Share and Export Share of Hanrui Cobalt in China, 2013-2015
  • Copper Cobalt Ore Procurement of Congo METM under Hanrui Cobalt
  • Output and Sales Volume of Congo METM under Hanrui Cobalt by Product, 2014-2016
  • Shareholding Structure of Projects of Ramu Nico Management Limited
  • Nickel Cobalt Companies of Jiangxi Rare Metal Tungsten Industry Holding Group
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