Shanghai Metals Market The Leading Metals Information Provider in China China Copper Industry Chain Analysis, 2011- Hot topic China copper supply and demand in 2011 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
Background Core data LME copper prices set new record highs in 2011, 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. 2011 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,2011-, which focuses on market fundamentals based on first hand survey on the entire copper industry chains and copper inventories. Structure Chart of China Copper Consumption Construction 10% Others 11% 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 1.1.1 Features of Economic Operation in Major Foreign Economies 2011 1.1.2 Features of China Economic Operation 2011 1.1.3 Outlook of Global Economy 1.2 Overview of Global Copper Industry 1.2.1 Overview of Global Copper Supply 2011 1.2.2 Outlook of Global Copper Supply 1.2.3 Overview of Global Copper Consumption 2011 1.2.4 Outlook of Global Copper Consumption 1.3 Overview of China Nonferrous Metal Industry 2011 Unit 1 kt 200 100 0-100 -200 Source SMM Electronic 7% Household appliances 15% Transportation 11% Sheet of China Copper Supply and Demand Supply & Demand Balance Premiums or discounts 1500 1000 500 0-500 -1000-1500 2. China Copper Supply 2.1 Overview of China Copper Supply 2011 2.2 Structure Chart of Copper Industrial Chain 2.3 Raw Material for Copper Smelting 2.3.1 Copper Concentrate 2.3.1.1 Overview of China Copper Resources 2011 2.3.1.2 Overview of Copper Reserves and Distribution 2.3.1.3 Statistics of Copper Ores and Concentrates Output 2005-2011 2.3.1.4 Changes in China Self- Sufficiency Rate of Copper Ores and Concentrates 2005-2011 2.3.1.5 Statistics of TC/RC 2009-2011 2.3.1.6 Negotiation on TC/RC 2.3.2 Scrap Copper 2.3.2.1 Overview of China Scrap 2
Copper Market 2011 2.3.2.2 Changes in China Self-Sufficiency Rate of Scrap Copper 2011 2.3.2.3 Proportion of China Scrap Copper Consumption 2011 2.4 Raw Material Structure of Copper Smelting in China 2011 2.5 Copper Smelting 2.5.1 China Copper Capacity 2011 2.5.1.1 China New-Added Crude Copper Capacity in The Future 2.5.1.2 China New-Added Refined Copper Capacity in The Future 2.5.2 China Refined Copper Output 2.5.2.1 Regional Distribution of China Refined Copper Output 2011 2.5.2.2 Changes in China Output of Refined Copper 2001-2011 2.5.2.3 Monthly Changes in China Refined Copper Output 2011 2.5.2.4 Introduction and Operations of China Major Copper Smelters 2.5.2.4.1 Scales of China Major Refined Copper Smelters 2.5.2.4.2 Introduction and Operations of Jiangxi Copper Group 2.5.2.5 Output and YoY Changes at China Major Refined Copper Smelters 2011 2.5.2.6 Production Concentration Ratio of China Refined Copper 2.5.2.7 Planned Output at China Major Refined Copper Smelters 2.5.2.8 Comparison of Operating Rates at Copper Smelters and Refined Copper Output 2011 2.5.2.9 Comparison of Operating Rates at Copper Smelters 2011 and Copper Price Trends 2011 2.5.2.10 Forecast of China Refined Copper Output 2.6 Side-products of Copper Smelting 2.6.1 Introduction of Side-products of Copper Smelting 2.6.2 Sulfuric Acid 2.6.2.1 Review of Sulfuric Acid Market 2011 2.6.2.2 Outlook of Sulfuric Acid Market 2.6.2.3 Impact from Sulfuric Acid Prices on Copper Smelters 2.6.3 Gold and Silver 2.6.3.1 Review of Gold and Silver Market 2011 2.6.3.2 Outlook of Gold and Silver Market 2.6.3.3 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 3.2.1 Overview of Copper Processing Industry 3.2.1.1 China Output and Apparent Consumption of Copper Semis 3.2.1.2 Composition of China Copper Semis Output 2010 3.2.1.3 Comparison of Operating Rates of Major Types of Copper Semis 2009-2011 3.2.1.4 Major Copper Processing Enterprises in China 3.2.1.5 Regional Distribution of China Copper Semis Production 3.2.1.6 Distribution of China Newly-Expanded Copper Semis Capacity by Sector in the Future 3.2.1.7 Distribution of China Newly-Expanded Copper Semis Capacity by Region in the Future 3.2.2 Copper Plates, Sheets and Strips 3.2.2.1 Brief Introduction of Application of Copper Plates, Sheets and Strips 3.2.2.2 Apparent Consumption of Copper Plates, Sheets and Strips 2005-2010 3.2.2.3 Operation of China Copper Plate, Sheet and Strip Industry 2011 3.2.2.3.1 SMM Exclusive Survey: Operating Rates at Copper Plate, Sheet and Strip Producers 2009-2011 3.2.2.3.2 Statistics of Newly-Expanded Copper Plate, Sheet and Strip Projects 3.2.2.3.3 Substitute in Copper Plate, Sheet and Strip Industry 3.2.2.4 Copper Plate, Sheet and Strip Supply and Demand and 3.2.3 Copper Pipes/Tubes 3.2.3.1 Brief Introduction of Application of Copper Pipes/Tubes 3.2.3.2 Apparent Consumption of Copper Pipes/ Tubes 2005-2010 3.2.3.3 Operation of China Copper Pipe/Tube Industry 2011 3.2.3.3.1 SMM Exclusive Survey: Operating Rates at Copper Pipe/Tube Producers 2009-2011 3.2.3.3.2 Statistics of Newly-Expanded Copper Pipe/ Tube Projects 3.2.3.3.3 Substitute in Copper Pipe/Tube Industry 3.2.3.4 Copper Pipe/Tube Supply and Demand and 3.2.3.5 Analysis of Enterprise Operation: Zhejiang Hailiang Co., Ltd. 3.2.4 Copper Rod 3.2.4.1 Brief Introduction of Application of Copper Rods 3.2.4.2 Apparent Consumption of Copper Rods 2005-2010 3.2.4.3 Operation of China Copper Rod Industry 2011 3.2.4.3.1 SMM Exclusive Survey: Operating Rates at Copper Wire Rod Producers 2009-2011 3
3.2.4.3.2 Use of Scrap Copper in Copper Rod Industry 3.2.4.3.3 Statistics of Newly-Expanded Copper Wire Rod Projects 3.2.4.3.4 Substitute in Copper Rod Industry 3.2.4.4 Copper Wire Rod Supply and Demand and 3.2.6 Copper Foils 3.2.6.1 Brief Introduction of Application of Copper Foils 3.2.6.2 Apparent Consumption of Copper Foils 2005-2010 3.2.6.3 Operation of China Copper Foil Industry 2011 3.2.6.3.1 Statistics of Newly-Expanded Copper Foil Projects 3.2.6.3.2 Substitute in Copper Foil Industry 3.2.6.4 Copper Foil Supply and Demand and 3.2.7 Overall Development Trends of China Processing Industry 3.3 Copper Demand from End-Users 3.3.1 Overview of Copper Demand from End-Users 3.3.2 Changes in China Copper Consumption Structure 2010-2011 3.3.3 Power Industry 3.3.3.1 Brief Introduction of Application of Copper in Power Industry 3.3.3.2 Current Situation of China Power Industry 3.3.3.3 Operation of China Wire and Cable Industry 3.3.3.3.1 SMM Exclusive Survey: Operating Rates at Wire and Cable Producers 2009-2011 3.3.3.3.2 Analysis of Enterprise Operation: Tebian Electric Apparatus Stock Co., Ltd. 3.3.3.4 Outlook of China Power Industry 3.3.4 Home Appliance Industry 3.3.4.1 Air Conditioner Industry 3.3.4.2 Refrigerator Industry 3.3.4.3 Freezer Industry 3.3.4.4 Outlook of China Home Appliance Industry 3.3.5 Construction Industry 3.3.5.1 Statistics of Climate Index of China Real Estate Industry 2009-2011 3.3.5.2 Statistics of Investment in China Real Estate Industry 2009-2011 3.3.5.3 Statistics of Growth of China Urban Fixed Assets Investment 3.3.5.4 Outlook of China Construction Industry 3.3.6 Automobile Industry 3.3.6.1 Statistics and Analysis of China Automobile Output 2007-2011 3.3.6.2 2 Outlook of China Automobile Industry 3.3.7 Electronic Industry 3.3.7.1 Statistics and Analysis of China Integrated Circuit Output 2007-2011 3.3.7.2 Analysis of Printed Circuit Boards (PCB) Industry 3.3.7.3 Outlook of China Electronic Industry 4. Copper Imports and Exports 4.1 Copper Concentrate Imports 4.2 Scrap Copper Imports 4.3 Imports and Exports of Refined Copper 4.3.1 Refined Copper Imports 4.3.1.1 Overview of Refined Copper Imports 2011 4.3.1.2 Trends of Refined Copper Imports 2005-2011 4.3.1.3 Monthly Changes in China Refined Copper Imports 2011 4.3.1.4 Changes in SHFE/LME Copper Price Ratio 2011 4.3.1.5 Analysis of Refined Copper Imports 2011 by Origin 4.3.1.6 Analysis of Refined Copper Imports 2011 by Trade Mode 4.3.1.7 Analysis of Major Refined Copper Importers 2011 4.3.1.7 Negotiations on Annual Copper Import Premium 4.3.1.8 Outlook of Imported Copper Market 4.3.2 Refined Copper Exports 4.3.2.1 Overview of Refined Copper Exports 4.3.2.1 Trends of Refined Copper Exports 2005-2011 4.3.2.2 Monthly Changes in China Refined Copper Exports 2011 4.3.2.3 Analysis of Destinations of Refined Copper Exports 2011 4.3 2.4 Outlook of Exported Copper Market 4.4 Imports of Copper Semis 4.4.1 Imports of Copper Semis 2011 4.4.2 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 2011 and Forecast in 6.1 Review and Analysis of Copper Price Trends 2011 6.2 SMM Statistics of Copper Prices 2011 6.3 Review and Analysis of Hot Topics in Copper Industry 2011 6.4 Big Events in Copper Industry 2011 6.5 China Copper Market Supply and Demand 2010-2011 6.6 Forecast of China Copper Market Supply and Demand 6.7 Copper Market Outlook and Copper Price Forecast Appendix 4
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