Chinese Copper Market Study

Transcription

1 Shanghai Metals Market The Leading Metals Information Provider in China Metal Bulletin Research (MBR) and SMM Information Technology Co., Ltd. (SMM) jointly launch: Chinese Copper Market Study Hot topic China copper supply and demand in from copper resources to final products. Forecast on the possible impacts on future copper price Exclusive survey data of China copper semis industry Analysis of China copper market from the whole industry chain Copyright SMM. All Rights Reserved en.smm.cn

2 Background Core data LME copper prices set new record highs in, breaking USD 10,000/mt, but after the eruption of US debt problems, copper prices kept slumping, which took market players by surprise and affected real consumption. As the world s biggest copper importer and consumer, China s copper supply & demand of copper market is playing an important role in global copper market. as the first year of 12th 5 year plan, it will set a base tone for Chinese copper market s development in next 5 years. SMM launches China Copper Industry Chain Analysis,-, which focuses on market fundamentals based on first hand survey on the entire copper industry chains and copper inventories. Unit 1 kt Structure Chart of China Copper Consumption Construction 10% Others 11% Electronic 7% Source SMM Household appliances 15% Transportation 11% Sheet of China Copper Supply and Demand Supply & Demand Balance Premiums or discounts Power 46% S M M s u r v e y o f o p e r a t i n g r a t e s a t downstream producers The balance of supply and demand in China s copper market China copper supply, demand, consumption and invisible stocks Table of Contents 1. Overview 1.1 Overview of Macro Economy Features of Economic Operation in Other Major World Economies Features of China Economic Operation Outlook of Global Economy 1.2 Overview of Global Copper Industry Overview of Global Copper Supply Outlook of Global Copper Supply Overview of Global Copper Consumption Outlook of Global Copper Consumption 1.3 Overview of China Nonferrous Metal Industry 2. China Copper Supply 2.1 Overview of China Copper Supply 2.2 Structure Chart of Copper Industrial Chain 2.3 Raw Material for Copper Smelting Copper Concentrate Overview of China Copper Resources Overview of Copper Reserves and Distribution Statistics of Copper Ores and Concentrates Output Changes in China Self-Sufficiency Rate of Copper Ores and Concentrates Statistics of TC/RC Negotiation on TC/RC Scrap Copper Overview of China Scrap Copper Market Changes in China Self-Sufficiency Rate of Scrap Copper Proportion of China Scrap Copper Consumption 2.4 Raw Material Structure of Copper in China 2

3 2.5 Copper Smelting China Copper Capacity China New-Added Crude Copper Capacity in The Future China New-Added Refined Copper Capacity in The Future China Refined Copper Output Regional Distribution of China Refined Copper Output Changes in China Output of Refined Copper Monthly Changes in China Refined Copper Output Introduction and Operations of China Major Copper Smelters Scales of China Major Copper Smelters Introduction and Operations of Jiangxi Copper Group Output and YoY Changes at China Major Refined Copper Smelters Production Concentration Ratio of China Refined Copper Planned Output at China Major Refined Copper Smelters Comparison of Operating Rates at Copper Smelters and Refined Copper Output Comparison of Operating Rates at Copper Smelters and Copper Price Trends Forecast of China Refined Copper Output 2.6 By-products of Copper Smelting Introduction of By-products of Copper Smelting Sulfuric Acid Review of Sulfuric Acid Market Outlook of Sulfuric Acid Market Impact from Sulfuric Acid Prices on Copper Smelters Gold and Silver Review of Gold and Silver Market Outlook of Gold and Silver Market Impact from Gold and Silver Prices on Copper Smelters 3. China Copper Demand 3.1 Overview of China Copper Demand 3.2 Copper Processing Industry Overview of Copper Processing Industry China Output and Apparent Consumption of Copper Semis Composition of China Copper Semis Output Comparison of Operating Rates of Major Types of Copper Semis Major Copper Processing Enterprises in China Regional Distribution of China Copper Semis Production Future Types Distribution of China Newly- Expanded Copper Semis Capacity Future Regional Distribution of China Newly-Expanded Copper Semis Capacity Copper Plates, Sheets and Strips Brief Introduction of Application of Copper Plates, Sheets and Strips Apparent Consumption of Copper Plates, Sheets and Strips Operation of China Copper Plates, Sheets and Strips Industry SMM Exclusive Survey: Operating Rates at Copper Plates, Sheets and Strips Producers Statistics of Newly-Expanded Copper Plates, Sheets and Strips Projects Substitute in Copper Plates, Sheets and Strips Industry Copper Plates, Sheets and Strips Supply and Demand and Development Trends Copper Pipe/Tube Brief Introduction of Application of Copper Pipe/Tube Apparent Consumption of Copper Pipe/ Tube Operation of China Copper Pipe/Tube Industry SMM Exclusive Survey: Operating Rates at Copper Pipe/Tube Producers Statistics of Newly-Expanded Copper Pipe/ Tube Projects Substitute in Copper Pipe/Tube Industry Copper Pipe/Tube Supply and Demand and Development Trends Introduction of Enterprise Operation: Zhejiang Hailiang Co., Ltd Copper Rod Brief Introduction of Application of Copper Rod Apparent Consumption of Copper Rod Operation of China Copper Rod Industry SMM Exclusive Survey: Operating Rates at Copper Wire Rod Producers Use of Scrap Copper in Copper Rod Industry Statistics of Newly-Expanded Copper Wire Rod Projects Substitute in Copper Rod Industry Copper Wire Rod Supply and Demand and Development Trends 3

4 3.2.6 Copper Foil Brief Introduction of Application of Copper Foil Apparent Consumption of Copper Foil Operation of China Copper Foil Industry Statistics of Newly-Expanded Copper Foil Projects Substitute in Copper Foil Industry Copper Foil Supply and Demand and Development Trends Overall Development Trends of China Processing Industry 3.3 Copper Demand from End-Users Overview of Copper Demand from End-Users Changes in China Copper Consumption Structure Power Industry Brief Introduction of Application of Copper in Power Industry Current Situation of China Power Industry Operation of China Power Cable Industry SMM Exclusive Survey: Operating Rates at Cable Producers Introduction of Enterprise Operation: Tebian Electric Apparatus Stock Co., Ltd Outlook of China Power Industry Home Appliance Industry Air Conditioner Industry Refrigerator Industry Freezer Industry Outlook of China Home Appliance Industry Construction Industry Statistics of Climate Index of China Real Estate Industry Statistics of Investment in China Real Estate Industry Statistics of Growth of China Urban Fixed Assets Investment Outlook of China Construction Industry Automobile Industry Statistics and Analysis of China Automobile Output Outlook of China Automobile Industry Electronic Industry Statistics and Analysis of China Integrated Circuit Output Analysis of Printed Circuit Boards (PCB) Industry Outlook of China Electronic Industry 3.4 Summary of Chinese copper consumption forecasts 4. Copper Imports and Exports 4.1 Copper Concentrate Imports 4.2 Scrap Copper Imports 4.3 Imports and Exports of Refined Copper Refined Copper Imports Overview of Refined Copper Imports Trends of Refined Copper Imports Monthly Changes in China Refined Copper Imports Changes in SHFE/LME Copper Price Ratio Analysis of Refined Copper Imports by Origin Analysis of Refined Copper Imports by Trade Mode Analysis of Major Refined Copper Importers Negotiations on Annual Copper Import Premium Outlook of Imported Copper Market Refined Copper Exports Overview of Refined Copper Exports Trends of Refined Copper Exports Monthly Changes in China Refined Copper Exports Analysis of Destinations of Refined Copper Exports Outlook of Exported Copper Market 4.4 Imports of Copper Semis Imports of Copper Semis Proportion of Imported Copper Metal Content in Copper Semis Consumption 5. Impact on Copper Industry Development from Related Policies 5.1 Import and Export Policies 5.2 Industry Policies 6. Review of Copper Market in and Forecast in 6.1 Review and Analysis of Copper Market 6.2 SMM Statistics of Copper Prices 6.3 Review and Analysis of Hot Topics in Copper Industry 6.4 Big Events in Copper Industry 6.5 China Copper Market Supply and Demand Forecast of China Copper Market Supply and Demand 6.7 Copper Market Outlook and Copper Price Forecast Appendix 4

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