Research Report on China’s Synthetic Rubber Industry, 2018-2022

There are various types of synthetic rubber. Rubber with special properties can be synthesized for different purposes. Therefore, the output of synthetic rubber has far exceeded natural rubber in the world. Currently, synthetic rubber is mainly produced in the U.S., China, Japan, Russia and Germany. In 2017, the global consumption of synthetic rubber exceeded 15 million tons, about 55% of which was from the Asia-Pacific region. According to CRI, China has become the world's largest producer, co...
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2018年中国铝市场发展前景分析

电解铝是除了钢铁煤炭之外,供给侧改革最主要的一个领域。2016年国内电解铝总产能4243.7万吨,在产产能3619.2万吨,产量3251.68,产能开工率和利用率分别仅有85.28%及76.62%。 2017年,在供给侧改革中,国内陆续关停违法违规在建及建成产能, 使运行产能由高点3849.2万吨降低219万吨至10月份3630.2万吨,结合环保限产影响山东等三地267万吨(SMM数据),国内电解铝供给格局持续优化。 2018年,我们认为:(1) 供给侧改革仍将持续推进,电解铝去产能仍有空间: 从《清理整顿电解铝行业违法违规项目专项行动工作方案》看,清理的主要是2013年5月之后新建设的违法违规项目。山东、新疆、内蒙古三地合计违规产能461万吨,从目前看尚未完全关停,例如山东魏桥环保错峰限产中含94万吨违规产能,这部分产能在2018年仍将有被清理的压力。并且因为已有煤炭钢铁去产能的珠玉在前, 电解铝去产能完全能够顺利推进。(2) 环保限产延续的预期,将改变电解铝复产节奏,使得运行产能再度回落:如果2018年采暖季持续限产,那么电解铝企业只有4-10月可供生产,若扣除1-2个月复产时间,...
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2017年中国多晶硅行业运行分析

(一)产业规模稳步增长。2017年我国多晶硅产量24.2万吨,同比增长24.7%;硅片产量87GW,同比增长34.3%;电池片产量68GW,同比增长33.3%;组件产量76GW,同比增长31.7%。产业链各环节生产规模全球占比均超过50%,继续保持全球首位。 (二)技术水平不断提升。P型单晶及多晶电池技术持续改进,常规产线平均转换效率分别达到20.5%和18.8%,采用钝化发射极背面接触技术(PERC)和黑硅技术的先进生产线则分别达到21.3%和19.2%。多晶硅生产工艺进一步优化,行业平均综合电耗已降至70KWh/kg以下。 相关报告: Research Report on China’s Solar Polysilicon Industry, 2018-2022 (三)生产成本显著下降。在技术进步及生产自动化、智能化改造的共同推动下,我国领先企业多晶硅生产成本降至6万元/吨,组件生产成本降至2元/瓦以下,光伏发电系统投资成本降至5元/瓦左右,度电成本降至0.5-0.7元/千瓦时。 (四)企业效益持续向好。受惠于市场规模扩大,企业出货量大幅提高,同时由于技术工艺进步带动生产成...
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中国充电联盟充电设施统计汇总

1)中国私人桩 截至 2018 年 6 月,联盟内成员整车企业总计上报私人类充电桩 320499 个,其中交流充电桩 320486 个,直流充电桩 13 个。 这是一个很有意义的数据,目前新能源汽车的总保有量199万(这里乘用车占了大部分,大约60%以上,120万了),而车企给私人车主安装的充电桩是32万。这部分车主大部分是自己购买的新能源汽车,在自己经常停车的地方进行充电(估算一下大约1/4左右)。而剩下的新能源汽车车主,挺大一部分就得自己想办法 在这个32万的比例里面,一共有47.8万的样本(这些是真正的私人客户购买新能源乘用车的,根据车企提供给EVCIPA的统计数据) 在这个没有安装的理由,而买回了新能源汽车,可以分成这样的比例 已配建充电桩 66.97% 未配建充电桩 33.04% 从这个角度来看,新能源汽车的本身推广,还是与业主本身的条件有关,能在大城市弄到一个长租车位特别是在市区的居民,还是挺不容易的。这个事情和什么样的产品没关系,充电的事情是个挺长期的事情,先有个固定车位才能可能安装充电桩。 2)中国的公共充电桩 这个公共桩的事情,可以分成好几个维度。...
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2018年中国精细化工行业分析

1、精细化工行业概述 精细化学工业是生产精细化学品工业的通称,简称“精细化工”。所谓精细化学品是指那些具有特定的应用功能,技术密集,商品性强,产品附加值较高的化工产品。 1986 年原化学工业部将精细化工产品分为 11 个类别:(1)农药;(2)染料;(3)涂料(包括油漆和油墨);(4)颜料;(5)试剂和高纯物质;(6)信息用化学品(包括感光材料、磁性材料等能接受电磁波的化学品); (7)食品和饲料添加剂;(8)粘合剂;(9)催化剂和各种助剂;(10)(化工系统生产的)化学药品(原料药)和日用化学品;(11)高分子聚合物中的功能高分子材料(包括功能膜,偏光材料等)。随着国民经济的发展,精细化学品的开发和应用领域将不断开拓,新的门类将不断增加。 (1)按应用领域划分 按照国民经济分类标准,精细化工分为农药制造,涂料、油墨、颜料及类似产品制造,专用化学产品制造和日用化学产品制造等 4 个子行业,见下表: 子行业及代码 行业描述 263 农药制造 指化学农药、生物化学农药及微生物农药制造。 264 涂料、油墨、颜料及类似产品制造 指涂料、油墨及类似产品制...
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Research Report on China’s Lithium Battery Separator Industry, 2018-2022

Lithium batteries are widely applied to new energy vehicles, 3C products and energy storage batteries. In recent years, the demand for lithium batteries has been growing rapidly, driven by the rapid development of new energy vehicles. A lithium battery is mainly composed of the cathode material, anode material, electrolyte and separator. The separator is a key inner component whose performance determines the battery's interface structure, internal resistance, etc. and directly affects the batter...
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Research Report on China’s Lithium Industry, 2018-2022

In 2017, the sales volume of new energy vehicles in major countries reached 1.42 million with a YOY increase of 89.3%; the sales volume of new energy vehicles in China reached 777,000 with a YOY increase of 53.3%. The lithium industry experienced a stable growth before the prosperity of the new energy vehicle industry. However, there is a growing demand for lithium as the new energy vehicle industry booms in recent years. In 2017, the global lithium salt production was about 235,400 tons, incre...
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Research Report on China’s Li-ion Power Battery Industry, 2018-2022

Driven by the support of government policies and the demand of downstream markets, the production and sales volume of new energy vehicles (all electric vehicles) are growing rapidly in China in recent years. In 2017, the sales volume of new energy vehicles totaled 777,000, increasing by 53.3% YOY and accounting for 2.7% of the total vehicle sales in China. In 2017, the sales volume of battery electric vehicles and plug-in hybrid vehicles reached 652,000 and 125,000 respectively. Full report :...
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Research Report on China’s Glyphosate Industry, 2018-2022

Glyphosate is an herbicide invented by Monsanto in 1970. Its patent expired in 2000. The wide use of glyphosate results from the enlargement of transgenic crop cultivation area. As the most widely used herbicide in the world, glyphosate is mainly applied to transgenic crops such as soybeans, corn and cotton because of low toxicity, no residue and broad spectrum. At present, the global glyphosate production capacity concentrates in China. Full report: https://www.cri-report.com/energy-chemical...
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Global Tubeless Tire Market

Globally, the market for Tubeless Tire is growing at a CAGR of 7.15% during the forecast period (2017-2023). The tubeless tire also known as inflated tires, does not require any inner tube inside the tire. It consists of a molded rim, through which air is inserted inside the tire to seal the projections of the wheel rim. The tradition tires had a tube inserted into the wheel, which is not sustainable for a longer time. Tubeless tires are sustainable for longer period, due to which it is safer ...
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