中國非鐵產業分析

Abstract

RNCOS "China Non-Ferrous Industry Analysis" report provides extensive research and objective analysis on Chinese non-ferrous Industry. This report helps clients to analyze the opportunities critical to the success of non-ferrous industry in China in future. Detailed data and analysis helps the potential investors navigate through the evolving market of non-ferrous in China.

This section provides the detail analysis of China non-ferrous industry, including aluminium, nickel, copper and zinc. China being largest producer and consumer of majority of non-ferrous metal remains the growth engine for global non-ferrous industry. Rapid demand outstrip the supply of non-ferrous industry due to which China will turn into a net importer of various non-ferrous metals.

• Aluminium industry is an industry with serious overcapacity in China. Moreover, the utilization rate of the aluminium industry is merely 75% (2005), implying a substantial amount of idle capacity.
• The copper demand in China declined in the year 2006 largely due to high prices. China' s copper demand will continue to increase despite the growth rate is likely to fall moderately in 2007, as the country will continue to proceed in the process of industrialization and urbanization.
• Although China' s domestic production of non-ferrous metal is increasing but due to limited mineral reserves, China' s import dependency for raw material is rising.
• China' s nickel demand grew by 14.2% during 1990-2005 whereas global nickel demand grew by only 3% for same period.

• The impact of Chinese non-ferrous industry on the global non-ferrous industry.
• Market forces driving the industry and challenges faced by it.
• What opportunities exist in the China non-ferrous industry?
• Demand-supply balance for major metals in China non-ferrous industry.

This section covers the key facts about major domestic and international players currently operating in the China non-ferrous industry, such as Aluminium Corp. of China Ltd., Jinchuan Group Ltd., Hunan Chunchang County Non-Ferrous Smelting and Concentrating Ltd., Alcan, Norilsk Nickel and BHP Billiton Ltd.

The information has been sourced from authentic and credible sources like Books, Newspapers, Trade Journals, and White papers, Industry portals, Government Agencies, Trade associations. Monitoring Industry News and developments, and access to more than 3000 paid databases.

Methods like Ratio Analysis, Historical Trend Analysis, Judgmental Forecasting and Cause and Effect Analysis have been used for accurate analysis of the given information.

Table of Contents

• 1. Analyst View
• 2. Research Overview
• 3. China Factor - Impact on Global Non-ferrous Industry
• 4. China Non-ferrous Industry (Supply-Demand Analysis, End User Segments & Import-Export)
  • 4.1 Aluminium
  • 4.2 Copper
  • 4.3 Nickel
  • 4.4 Zinc
• 5. Industry Analysis
  • 5.1 Growth Drivers in China
    • 5.1.1 Domestic Infrastructure
      • 5.1.1.1 Transportation - Rail & Road
      • 5.1.1.2 Power Generation
    • 5.1.2 Urbanization Impact on Construction
    • 5.1.3 Automotive Industry
  • 5.2 China - Potential Non-ferrous Market Opportunities
    • 5.2.1 Huge Deficit in Production-Consumption Ratio
    • 5.2.2 Growth in Stainless Steel Industry
    • 5.2.3 Low Per Capita Use of Non-ferrous Metals
  • 5.3 Challenges
    • 5.3.1 Shortage of Resources
    • 5.3.2 Strained Energy Supplies
    • 5.3.3 Environmental Pollution
  • 5.4 Future Outlook
• 6. Price Trends in Major Non-Ferrous Metals
• 7. Key Players
  • 7.1 Domestic Players
    • 7.1.1 Aluminium Corp. of China Ltd.
    • 7.1.2 Jinchuan Group Ltd.
    • 7.1.3 Hunan Chunchang County Non-Ferrous Smelting and Concentrating Ltd.
  • 7.2 Global Players
    • 7.2.1 Alcan
    • 7.2.2 Norilsk Nickel
    • 7.2.3 BHP Billiton Ltd.

• Figure 4-1: China - Share in Global Primary Aluminium Production (in Million Tons), 2002, 2005 & 2006E
• Figure 4-2: China - Share in Global Primary Aluminium Production (%), 2002 & 2006E
• Figure 4-3: China - Share in Global Primary Aluminium Consumption (in Million Tons), 2005 & 2006E
• Figure 4-4: China - Share in Global Primary Aluminium Consumption (%), 2005 & 2006E
• Figure 4-5: China, India & USA - Consumption Share in Aluminium Metal (%), 1990 to 2005
• Figure 4-6: China - Aluminium Demand by End Users (%), 2004
• Figure 4-7: China - Aluminium Supply & Demand Gap (in Million Tons), 2005-2007F
• Figure 4-8: China - Share in Global Refined Copper Production (in Million Tons), 2000-2005
• Figure 4-9: China - Share in Global Refined Copper Production (%), 1985 & 2005
• Figure 4-10: China - Consumption of Copper in Context of Key Markets (in Million Tons), 1996-2005
• Figure 4-11: China - Share in Global Refined Copper Consumption (%), 1985 & 2005
• Figure 4-12: China, India & USA - Consumption Share in Copper Metal (%), 1990 to 2005
• Figure 4-13: China - Copper Demand (in Million Tons), 2005 & 2006E
• Figure 4-14: China - Share in Global Nickel Production (in Thousand Tons), 2003-2006E
• Figure 4-15: China - Share in Global Nickel Production (%), 2003 & 2006E
• Figure 4-16: China - Share in Global Nickel Consumption (in Thousand Tons), 2005 & 2006E
• Figure 4-17: China - Share in Global Nickel Consumption (%), 2005 & 2006E
• Figure 4-18: China, India & USA - Consumption Share in Nickel Metal (%), 1990 to 2005
• Figure 4-19: China - Nickel Supply & Demand Gap (in Thousand Tons) 2005 & 2006E
• Figure 4-20: China - Share in Global Zinc Production (in Million Tons), 2005 & 2006E
• Figure 4-21: China - Share in Global Zinc Production (%), 2005 & 2006E
• Figure 4-22: China - Share in Global Zinc Consumption (in Million Tons), 2005 & 2006E
• Figure 4-23: China - Share in Global Zinc Consumption (%), 2005 & 2006E
• Figure 4-24: China, India & USA - Contribution Share in Zinc Metal (%), 1990 to 2005
• Figure 4-25: China - Zinc Supply & Demand Gap (in Million Tons), 2005 & 2006E
• Figure 5-1: China - GDP Growth (%), 1990-2006E
• Figure 5-2: China - Length of Railway Track (in Km), 2000-2004
• Figure 5-3: China - Share of Urban Population (%), 1990-2005
• Figure 5-4: China - Automobile Sales & Production by Volume (in Million Units), 2004 & 2005
• Figure 5-5: China - Alumina Supply & Demand Gap (in Million Tons), 2005-2007F
• Figure 5-6: China - Forecast for Stainless Steel Production (in Million Tons), 2007-2010
• Figure 5-7: China - Forecast for Refined Nickel Production (in Thousand Tons), 2007-2010
• Figure 5-8: China, Japan, US & Korea - Consumption of Copper & Aluminium (in Kg/Capita), 2004
• Figure 6-1: Global - Copper Prices (in US$/Ton), Sep. 2006 to Nov. 2006
• Figure 6-2: Global - Aluminium Prices (in US$/Ton), Sep. 2006 to Nov. 2006
• Figure 6-3: Global - Nickel Prices (in US$/Ton), Sep. 2006 to Nov. 2006
• Figure 7-1: Chalco - Stock Performance
• Figure 7-2: Alcan - Stock Performance
• Figure 7-3: Norilsk Nickel - Stock Performance
• Figure 7-4: BHP Billiton Ltd. - Stock Performance

• Table 3-1: China - Global Ranking & Consumption of Selected Metals, 2005
• Table 3-2: China, India, USA - Consumption Share of Selected Metals (%), 1990 to 2005
• Table 4-1: China - Aluminium & Alumina Exports (in Tons), 2006
• Table 4-2: China - Aluminium & Alumina Imports (in Tons), 2006
• Table 4-3: Global - Copper Mine Production (in Thousand Tons), 2000-2005
• Table 4-4: China - Copper Demand & Supply Gap (in Thousand Tons), 2000-2005
• Table 4-5: China - Copper Imports (in Tons), 2006
• Table 4-6: China - Copper Exports (in Tons), 2006
• Table 4-7: China - Zinc Import Comparison with Other Countries (Jan-April 2006)
• Table 5-1: China - Production/Consumption Ratios & Consumption Growth (%), 2005
• Table 5-2: China - New Copper Smelting Capacity Scheduled to Come On-Stream (in Thousand Tons), 2007
• Table 7-1: Chalco - Financial Overview (in Million US$) 2003-2005
• Table 7-2: Alcan - Financial Overview (in Million US$), 2003-2006
• Table 7-3: Norilsk Nickel - Financial Overview (in Million US$), 2002-2005
• Table 7-4: BHP Billiton Ltd. - Financial Overview (in Million US$), 2005 & 2006