中国における鉄鋼業界の分析：2006年

Abstract

RNCOS’ recent report, “China Steel Industry Analysis (2006)”, provides extensive research and objective analysis on China Steel Industry. This report helps clients to analyze the opportunities critical to the success of the steel industry in china. Detailed data and analysis helps potential investors navigate the evolving steel market in China.

China Steel Industry

This section provides detail analysis of China Steel industry, which has witnessed phenomenal growth in the last five years. In the year 2005, total steel production reached 349.5 million tons. China accounts for 31% of total global steel demand. Government support & economic growth is propelling growth in the Chinese steel industry. Although, with some recent mergers & acquisitions, Chinese steel industry consolidated, but with a total of 871 global steel producers, it remains largely fragmented.

Key Findings

• In the recent past, China has emerged as a major growth driver in the global steel industry. Since 1989, china has contributed 56% of the global steel industry’s growth.
• Huge government support, in form of subsidies, has fuelled the creation of the world’s largest steel industry.
• Although China is the world’s largest steel consumer (31% of global steel consumption), but still its steel consumption is not at its peak.
• Chinese high import depends on Cold Rolled sheets, Galvanized sheets & Electrical sheets due to imbalance in product mix that offers great opportunity for global steel players.
• Overcapacity & structural problem is a big challenge that Chinese steel industry needs to tackle for future growth.

Key Issues and Facts Analyzed

• Demand Supply analysis.
• Opportunities for the steel manufacturers in china steel industry
• Major challenges & driving forces for Chinese steel industry
• Major competitors in Chinese steel industry

Key Players Analyzed

This section covers the key facts about major players currently operating in the China steel industry, including Baosteel, Tangshan Iron & Steel Co, Wuhan Iron and Steel, Jinan Iron & Steel, Panzhihua New Steel & Vanadium Company & Laiwu Iron & Steel Co.

Research Methodology

Information Sources

Information has been sourced from namely, Books, Newspapers, trade journals, and white papers, industry portals, government agencies, trade associations, monitoring industry news and developments, and through access to access to more than 3000 paid databases.

Analysis Methods

The analysis methods includes the following: Ratio Analysis, Historical Trend Analysis, Linear Regression Analysis using software tools, Judgmental Forecasting and Cause and Effect Analysis.

Table of Contents

1. Analyst View

2. Industry Overview

• 2.1 Global Steel Industry
• 2.2 China Steel Impact in Global Context

3. Industry Performance

• 3.1 China Steel Industry Structure
• 3.2 China Steel Industry
  • 3.2.1 Past Performance
    • 3.2.1.1 Steel Production
    • 3.2.1.2 Steel Consumption
  • 3.2.2 Current Performance
    • 3.2.2.1 Steel Production
    • 3.2.2.2 Steel Consumption
    • 3.2.2.3 Steel Making Capacity
    • 3.2.2.4 Steel Product Mix
  • 3.2.3 Future Projection, 2010
• 3.3 China Steel Export/Import

4. Industry Analysis

• 4.1 Demand Supply Analysis
• 4.2 Driving Forces
• 4.3 Opportunities
• 4.4 Challenges
• 4.5 Competitor Analysis

5. Recent News & Developments

6. Top Players

• 6.1 Baosteel
• 6.2 Tangshan Iron & Steel
• 6.3 Wuhan Iron and Steel Co.
• 6.4 Jinan Iron & Steel Co.
• 6.5 Laiwu Iron & Steel Co.
• 6.6 Panzhihua New Steel & Vanadium Co

List of Figures:

• Figure 2-1: Worldwide - Crude Steel Production (in Million Metric Tons), 2001-2005
• Figure 2-2: Worldwide - Leading Steel Producing Countries (in Million Metric Tons), 2005
• Figure 2-3: Worldwide - Steel Consumption by Industrial Sectors (%), 2004
• Figure 2-4: Worldwide - Top 5 Steel Producing Companies (in Million Metric Tons), 2005
• Figure 2-5: Worldwide - Share of Top 5 Companies in Steel Production (%), 2005
• Figure 2-6: Worldwide - Steel Consumption by Regions (%), 1996-2005
• Figure 2-7: China - Contribution in Global Steel Industry Growth (in Thousand Tons), 1945-49 to 1999-04
• Figure 3-1: China - Breakdown of Mining Production (%), 2005
• Figure 3-2: China - Steel Consumption by Category (%), 2005
• Figure 3-3: China - Steel Production (in Million Tons), 1995-2003
• Figure 3-4: China - Steel Consumption (in Million Tons), 1995-2003
• Figure 3-5: China - Steel Production (in Million Tons), 2004 & 2005
• Figure 3-6: China - Steel Consumption (in Million Tons), 2004 & 2005
• Figure 3-7: China - Steel Making Capacity (in Million Tons), 1996-2005, 2006(F) & 2010(F)
• Figure 3-8: China - Steel Production (in Million Tons), 2005 & 2010(F)
• Figure 3-9: China - Total Steel Trade Import/Export (in Million Tons), 2003-2006(F)
• Figure 3-10: China - Trade in Semi-finished Steel Import/Export (in Million Tons), 2003-2006(F)
• Figure 3-11: China - Export of Finished Steel by Product Category (in Million Tons), 2004 & 2005
• Figure 3-12: China - Import of Finished Steel by Product Category (in Million Tons), 2004 & 2005
• Figure 4-1: China - Supply and Demand of Finished Steel (in Million Tons), 2003-2006(E)
• Figure 4-2: China - Finished Steel Production & Consumption Growth (%), 2001-2005
• Figure 4-3: China - Fixed Asset Investment Growth Rate (%), 1996-2006(E)
• Figure 4-4: China - Supply and Demand of Coke (in Million Tons), 1997-2005
• Figure 4-5: China - Steel Consumption in Construction & Automotive Sector (in Million Tons), 2001-2005
• Figure 4-6: China - Import of Iron Ore (in Million Tons), 2004 & 2005
• Figure 4-7: China - Production Share of the Top 10 Steel Makers on the basis of Crude Steel (%), 2000-2005

List of Tables:

• Table 2-1: Worldwide - Average Steel Production Growth (1970-75 to 2000-05)
• Table 3-1: China - Structure of the Steel Sector, 2005
• Table 3-2: China - Product Mix of Finished Steel (in Thousand Tons), 2005
• Table 4-1: China - Consumption of Finished Steel Industries (in Million Tons), 2001-2005
• Table 4-2: China - Import Dependency Ratio of Selected Product Mix (%), 2005
• Table 4-3: China - Supply & Demand of Iron Ore (2000-2006F)
• Table 4-4: China - Top 10 Steel Producers by Production (in Million Metric Tons), 2004 & 2005
• Table 4-5: China - Government Ownership in Major Steel Companies (%), 2005
• Table 6-1: Baosteel - Financial Overview (in Million US$), 2002-2004
• Table 6-2: Tangshan - Financial Overview, 2005
• Table 6-3: Wuhan Iron - Financial Overview (in US$), 2003-2005
• Table 6-4: Jinan - Financial Overview, 2005
• Table 6-5: Laiwu - Financial Overview, 2005
• Table 6-6: Panzhihua - Financial Overview, 2005