TABLE OF CONTENTS
I. METHODOLOGY & DEFINITIONS
1.1 Study Reliability and Disclaimers
1.2 Data Interpretation and Commentary
1.3 Definition and Abbreviation
II. EXECUTIVE SUMMARY [U]
III. BUSINESS ENVIROMENT [U]
3.1 China
3.1.1 Geography
3.1.2 Logistics
3.1.3 Population
3.2 Macroeconomics [U]
3.2.1 Natural Resources and Industry
3.2.2 China GDP and Inflation [U]
3.2.3 China Currency and Exchange [U]
3.2.4 Per capita Income and Expenditure [U]
3.3 The Chinese Plastics Industry [U]
IV. CAPACITY AND PRODUCTION [U]
4.1 China PE Capacity Review and Forecast [U]
4.1.1 China PE Capacity by Grade
4.1.2 China PE Capacity by Region
4.1.3 China PE Capacity by Plant
4.1.4 China Company Ownership Patterns [U]
4.1.5 China PE Capacity Expansion
4.2 China PE Output and Forecast [U]
4.2.1 China PE Output by Grade
4.2.2 China PE Output by Region
V. IMPORTS & EXPORTS [U]
5.1 China Import & Export History and Policies [U]
5.1.1 China Import & Export History
5.1.2 Plastic Import and Export Policies
5.1.2.1 PE Import Taxes
5.1.2.2 Plastic Products Export Tax Rebate Policy
5.1.2.3 Import Outlook
5.2 China Import Overview and Outlook [U]
5.2.1 Import by HS Code
5.2.2 Import Origin
5.2.2.1 LDPE (39011000)
5.2.2.2 HDPE (39012000)
5.2.2.3 LLDPE (39019020)
5.2.3 Import Customs Districts
5.2.3.1 LDPE (39011000)
5.2.3.2 HDPE (39012000)
5.2.3.3 LLDPE (39019020)
5.2.4 Import Trade Patterns
5.2.4.1 LDPE (39011000)
5.2.4.2 HDPE (39012000)
5.2.4.3 LLDPE (39019020)
5.3 Top Importers [U]
5.3.1 LDPE (39011000)
5.3.2 HDPE (39012000)
5.3.3 LLDPE (39019020)
5.4 China Export Overview and Outlook [U]
5.4.1 China Export history
5.4.2 Export Origin
5.4.3 China Export Outlook
VI. DEMAND [U]
6.1 China Demand and Outlook [U]
6.1.1 China PE Consumption by Region
6.1.2 China PE Consumption by End Use
6.2 China PE End Uses – Analysis and Forecast [U]
6.2.1 Plastic Film
6.2.2 Plastic Wire and Knitting Products
6.2.3 Daily Plastic Products
6.2.4 Packing Box/Container
6.2.5 Pipes
6.2.6 Coating
VII. TRADE [U]
7.1 Supply Channels [U]
7.2 Regional Supply/Demand Balance [U]
7.2.1 Supply Distribution Map
7.2.2 Demand Distribution Map
7.2.3 Regional Supply/Demand Balance Overview and Outlook
7.2.3.1 East China
7.2.3.2 South China
7.2.3.3 North China
7.2.3.4 Northeast China
7.2.3.5 Northwest China
7.2.3.6 Southwest China
7.3 Internal Trade Flow Map [U]
VIII. COST ANALYSIS [U]
8.1 Feedstock [U]
8.1.1 Crude Oil
8.1.2 Ethylene
8.1.2.1 Production
8.1.2.2 Supply and Demand Balance
8.2 PE Gross Margin [U]
8.2.1 Ethylene-Crude Oil Price Gap
8.2.2 PE-Ethylene Price Gap
8.2.3 PE Gross Margin
IX. PRICES [U]
9.1 PE Prices Mechanism [U]
9.2 Prices Forecast [U]
9.2.1 Feedstock Prices
9.2.2 Domestic PE Price Forecast
9.2.2.1 PE price history
9.2.2.2 Price margin and output growth
9.2.2.3 Pricing forecast
9.2.3 Import PE Price Forecast [U]
9.2.3.1 Import prices and price margin
9.2.3.2 Pricing forecast
9.3 Prices Analysis [U]
9.3.1Prices Driving Forces [New]
9.3.2 Domestic Resin Prices
9.3.3 Import Resin Prices
X. FUTURES [New]
10.1 LLDPE Futures Exchanges in China [New]
10.2 Futures Price Curve 2009 [New]
XI. NEW TECHNOLOGIES [New]
11.1 Methanol to olefin/propylene [New]
11.2 Natural Gas to olefin/propylene [New]
11.3 Others [New]
11.4 Cost Comparisons [New]
LIST OF TABLES [U]
Table 1: China – IMF Inflation Statistics, 2000-2009 (%)
Table 2: HDPE, LDPE and LLDPE Capacity, 2002-2012 (kt,%)
Table 3: China – PE Capacity Expansions, 2009-2012 (kt)
Table 4: Regional Distribution of PE (HDPE, LDPE & LLDPE) Capacity, 2002-2012 (kt)
Table 5: China PE (HDPE, LDPE&LLDPE) Capacity by Plants, 2002-2012 (kt)
Table 6: China PE plants Ownership and Capacity, 2009 and 2012 (kt)
Table 7: PE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Table 8: PE Production by Region, 2003-2012 (kt)
Table 9: HDPE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Table 10: HDPE Production by Region, 2003-2012 (kt)
Table 11: LDPE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Table 12: LDPE Production by Region, 2003-2012 (kt)
Table 13: LLDPE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Table 14: LLDPE Production by Region, 2003-2012 (kt)
Table 15: China PE Import Taxes, 2002-2009 (%)
Table 16: PE Import Volume and Prices by Major Origin, 2003-2009 (kt, $/mt)
Table 17: 39011000 LDPE Import Volume and Prices by Major Origin, 2003-2009 (kt, $/mt)
Table 18: 39019020 LLDPE Import Volume and Prices by Major Origin, 2003-2009 (kt, $/mt)
Table 19: 39012000 HDPE Import Volume and Prices by Major Origin, 2003-2009 (kt, $/mt)
Table 20: China Top 10 HDPE Importers and Import Volume, 2006-2009 (kt)
Table 21: China Top 10 LDPE Importers and Import Volume, 2006-2009 (kt)
Table 22: China Top 10 LLDPE Importers and Import Volume, 2006-2009 (kt)
Table 23: China PE Output and Consumption by Region, 2009 (%)
Table 24: Regional Distribution of PE Demand, 2004-2012 (%)
Table 25: PE Consumption by End Use, 2004-2012 (%)
Table 26: Plastic Bag Makers Scale Distribution
Table 27:Key HDPE Film Suppliers and Common Grades
Table 28: Key Agriculture Film-Used LDPE Film Suppliers and Common Grades
Table 29: Key Agriculture Film-Used LLDPE Film Suppliers and Common Grades
Table 30: World Qualified Producers of PE100 Pipe Grades
Table 31: China's Major Pipe Grades and Applications
Table 32: Import Origins and Grades of PE Pipes
Table 33: Major Coating LDPE Grades in China
Table 34: Major PE Grades for Wire and Cable Use in China
Table 35: China PE Capacity by Region, 2009 and 2012 (kt/yr, %)
Table 36: China PE Production by Region, 2009 and 2012 (kt, %)
Table 37: China Ethylene Expansion by Plants, 2009-2011 (kt/yr)
Table 38: Ethylene Supply & Apparent Demand, 2003-2012 (kt)
Table 39: WTI and Domestic Homo PE Prices, 2002-2012 ($/bbl, CNY/mt)
Table 40: WTI and Import Homo PE Prices, 2002-2012 ($/bbl, $/mt)
LIST OF FIGURES [U]
Figure 1: China PE Capacity by Region, 2002-2012
Figure 2: China PE Market Balance, 2002-2012 (kt, %)
Figure 3: Domestic and Import Annual Prices for PE, 2000-2012 (CNY/mt, $/mt)
Figure 4: China Population and Growth Rate, 2000-2012 (billion)
Figure 5: China Population Density
Figure 6: China Population by Type, 1978-2009
Figure 7: China Industrial Values and Growth Rate, 2000-2012 (trillion yuan, %)
Figure 8: China GDP and Growth Rate, 2000-2012 (trillion yuan, %)
Figure 9: China - RMB:US$ Monthly Average Exchange Rate, 2005-2009
Figure 10: China Per Capita Income, 2000-2012 ($, %)
Figure 11: China Per Capita Income and Expenditure, 2000-2012 (RMB)
Figure 12: China Demand for plastics, 2000-2012 (million mt)
Figure 13: Growth of China PE Capacity, 2002-2012 (kt, %)
Figure 14: China PE and GDP Growth, 2002-2012 (%)
Figure 15: China PE (HDPE, LDPE & LLDPE) Capacity by Region, 2002-2012 (kt)
Figure 16: PE – Production and Growth Rates, 2002-2012 (kt, %)
Figure 17: PE – Capacity, Production and Operating Rates, 2002-2012(million mt, %)
Figure 18: PE Production by Region, 2003-2012 (kt)
Figure 19: HDPE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Figure 20: HDPE Production by Region, 2003-2012 (kt)
Figure 21: LDPE– Capacity, Production and Operating Rates, 2002-2012 (million mt,)
Figure 22: LDPE– Capacity, Production and Operating Rates, 2002-2012
Figure 23: LLDPE – Capacity, Production and Operating Rates, 2002-2012 (million mt, %)
Figure 24: LLDPE Production by Region, 2003-2012 (kt)
Figure 25: PE Imports & Exports and Import Dependency, 1995-2009 (kt, %)
Figure 26: China Import Outlook, 2003-2012 (kt, %)
Figure 27: PE Import by HS Code, 1995-2009 (kt)
Figure 28: PE Import by HS Code, 2000-2009 (%)
Figure 29: PE Import Prices by HS Code, 2000-2009 ($/mt)
Figure 30: PE Import by Origin, 2003-2009 (%)
Figure 31: PE Import Prices by Major Origin, 2003-2009 ($/mt)
Figure 32: HDPE Import by Origin, 2003-2009 (%)
Figure 33: HDPE Import Prices by Major Origin, 2003-2009 ($/mt)
Figure 34: LDPE Import by Origin, 2003-2009 (%)
Figure 35: LDPE Import Prices by Major Origin, 2003-2009 ($/mt)
Figure 36: LLDPE Import by Origin, 2003-2009 (%)
Figure 37: LLDPE Import Prices by Major Origin, 2003-2009 ($/mt)
Figure 38: China PE Imports by Customs District, 2003-2009(%)
Figure 39: HDPE Imports by Customs District, 2003-2009 (%)
Figure 40: LDPE Imports by Customs District, 2003-2009 (%)
Figure 41: LLDPE Imports by Customs District, 2003-2009 (%)
Figure 42: PE Imports by Trade Patterns, 2003-20089 (%)
Figure 43: HDPE Imports by Trade Patterns, 2003-2009 (%)
Figure 44: LDPE Imports by Trade Patterns, 2003-2009 (%)
Figure 45: China LLDPE Imports by Trade Patterns, 2003-2009 (%)
Figure 46: China Export by HS Code, 1995-2009(kt)
Figure 47: China Export by Destination, 2003-2009 (kt)
Figure 48: China Export Outlook, 2002-2012 (kt)
Figure 49: PE Demand and Growth Rate, 2004-2012 (kt, %)
Figure 50: PE Demand by End Use, 2004-2012 (%)
Figure 51: PE Consumption and G/R of Plastic Film, 2004-2012 (kt,%)
Figure 52: Plastic Bag Production by Region, 2009 (%)
Figure 53: PE Consumption and G/R of Agriculture Film, 2004-2012 (kt,%)
Figure 54: Agricultural Film Production by Region, 2009 (%)
Figure 55: PE Consumption and G/R of Plastic Pipes, 2004-2012 (kt,%)
Figure 56: PE Consumption and G/R of Daily Plastic Products, 2004-2012 (kt,%)
Figure 57: PE Coating and G/R, 2004-2012 (kt,%)
Figure 58: PE Coating Demand by Downstream Industries, 2009 (%)
Figure 59: PE Consumption and G/R of Wire & Cable, 2004-2012 (kt, %)
Figure 60: China's Polyethylene Resin Supply Channels (%)
Figure 61: China PE Demand by Region, 2009 and 2012 (%)
Figure 62: East China Supply/Demand Balance, 2009-2012 (kt)
Figure 63: South China Supply/Demand Balance, 2009 and 2012 (kt)
Figure 64: North China Supply/Demand Balance, 2009 and 2012 (kt)
Figure 65: Northeast China Supply/Demand Balance, 2009 and 2012 (kt)
Figure 66: Northwest China Supply/Demand Balance, 2009 and 2012 (kt)
Figure 67: Southwest China Supply/Demand Balance, 2008 and 2012 (kt)
Figure 68: China PE Internal Cargoes Flow Map, 2009 (kt)
Figure 69: China Ethylene Capacity, Production & Growth Rate, 2003-2012 (kt,%)
Figure 70: Ethylene Consumption Forecast, 2003-2012 (kt,%)
Figure 71: Ethylene Import Forecast, 2003-2012 (kt,%)
Figure 72: Ethylene-Crude Oil Price Gap, 2004-2009 ($/mt)
Figure 73: PE-Ethylene Price Gap, 2004-2009 ($/mt)
Figure 74: PE-WTI Price Gap, 2004-2009 ($/mt)
Figure 75: Ethylene and PE Producers Gross Margin Ratio, 2004-2009 (%)
Figure 76: WTI Spot Price, 1986-2009 ($/bbl)
Figure 77: PE and WTI Monthly Prices, 2000-2009 (CNY/mt, $/mt)
Figure 78: Monthly Prices by Grade, 2000-2009 (CNY/mt, $/mt)
Figure 79: PE Prices VS WTI Converted Prices (Monthly), 2000-2009 (CNY/mt)
Figure 80: Import PE Monthly Prices VS WTI Monthly Prices, 2000-2009 ($/mt)
Figure 81: Domestic and Import PE Prices, 2002-2012 (CNY/mt, $/mt)
Figure 82: PE Weekly Average Prices for Domestic Resin, 2007-2009 (CNY/mt)
Figure 83: Producers' Offers vs Trade Prices for PE, 2007-2009 (CNY/mt)
Figure 84: PE CFR CMP Prices, 2007-2009 ($/mt)
Figure 85: PE CFR CMP vs CNY Prices for Imported Resin, 2007-2009 (CNY/mt)
Figure 86: PE Prices for Domestic& Imported Resin, 2007-2009 (CNY/mt)
Figure 87: Futures Vs Spot Price Curve 2009
[U]=updated sections
[New]=New sections