China Alumina Industry Report, 2009
Currently, alumina is mainly produced in Asia, Oceania, Latin America and Europe. Since 2005, the output of alumina in Asia has ranked first in the world. In 2009, the output of alumina in Asia accounted for 36.9% of global alumina output. China has the most shares in Asian alumina market. In the first two quarters of 2009, the alumina produced by China accounted for 77.99% of Asian alumina output.
China alumina industry has developed rapidly since 2005. In 2005, the output of alumina increasd by 1.84 million tons. As the new capacity of alumina was gradually put into operation, alumina output began to increase significantly in 2006. During the first quarter of 2006 to the third quarter of 2008, due to the concentration of alumina projects, China's alumina output continued to rise, increasing from 2.77 million tons in the first quarter of 2006 to 6.29 million tons in the third quarter of 2008. In the fourth quarter of 2008, the economic recession made the demand for alumina reduce and the output decline rapidly. The falling tendency lasted until the first quarter of 2009. Within the second quarter of 2009, China's economy recovered, and the alumina output increased to 5.7 million tons, up 16.1% quarter-on-quarter. The output in the second quarter of 2009 exceeded 6.29 million tons (the highest on record) of the third quarter of 2008. Therefore, alumina industry is promising.
Aluminum Corporation of China (CHALCO) is the world’s second largest alumina producer and China’s largest alumina and primary aluminum operator. CHALCO is only second to Alcoa in alumina output. During January to June of 2009, CHALCO's alumina output reached 3.2 million tons, decreasing by 31.6% from the first half of 2008. In the first half of 2009, alumina business accounted for 29% of CHALCO's main business, but the proportion declined with a loss of RMB1.44 billion. However, as the most important business of CHALCO, alumina business occupies a pivotal position in China alumina industry. Additionally, CHALCO makes use of bauxite from its own mines to produce alumina, so it has more advantages in cost than other domestic companies. In August 2009, the operating rate of CHALCO's alumina capacity rose. It is expected the deficit will turn the tables by the end of 2009.
The report makes an in-depth study of alumina industry in terms of external environment, national policies, related industries, and other aspects. The report also makes a detailed description on the development, trends as well as strategic planning of 16 enterprises that have alumina business, including Aluminum Corporation of China, Yunnan Aluminum Co., Ltd., Nanshan Aluminum Co., Ltd. The report aims at finding out the development process of the industry and grasping the future market trends through analyzing the status quo of alumina industry.
China alumina industry has developed rapidly since 2005. In 2005, the output of alumina increasd by 1.84 million tons. As the new capacity of alumina was gradually put into operation, alumina output began to increase significantly in 2006. During the first quarter of 2006 to the third quarter of 2008, due to the concentration of alumina projects, China's alumina output continued to rise, increasing from 2.77 million tons in the first quarter of 2006 to 6.29 million tons in the third quarter of 2008. In the fourth quarter of 2008, the economic recession made the demand for alumina reduce and the output decline rapidly. The falling tendency lasted until the first quarter of 2009. Within the second quarter of 2009, China's economy recovered, and the alumina output increased to 5.7 million tons, up 16.1% quarter-on-quarter. The output in the second quarter of 2009 exceeded 6.29 million tons (the highest on record) of the third quarter of 2008. Therefore, alumina industry is promising.
Aluminum Corporation of China (CHALCO) is the world’s second largest alumina producer and China’s largest alumina and primary aluminum operator. CHALCO is only second to Alcoa in alumina output. During January to June of 2009, CHALCO's alumina output reached 3.2 million tons, decreasing by 31.6% from the first half of 2008. In the first half of 2009, alumina business accounted for 29% of CHALCO's main business, but the proportion declined with a loss of RMB1.44 billion. However, as the most important business of CHALCO, alumina business occupies a pivotal position in China alumina industry. Additionally, CHALCO makes use of bauxite from its own mines to produce alumina, so it has more advantages in cost than other domestic companies. In August 2009, the operating rate of CHALCO's alumina capacity rose. It is expected the deficit will turn the tables by the end of 2009.
The report makes an in-depth study of alumina industry in terms of external environment, national policies, related industries, and other aspects. The report also makes a detailed description on the development, trends as well as strategic planning of 16 enterprises that have alumina business, including Aluminum Corporation of China, Yunnan Aluminum Co., Ltd., Nanshan Aluminum Co., Ltd. The report aims at finding out the development process of the industry and grasping the future market trends through analyzing the status quo of alumina industry.
1 OVERVIEW OF GLOBAL ALUMINA
1.1 Introduction
1.1.1 Definition
1.1.2 Characteristics and Usage
1.1.3 Economic Characteristics
1.2 Status Quo of Global Alumina Industry
1.2.1 Production in the World
1.2.2 Production by Continent
1.3 Development Trends
2 MACROECONOMY AND ALUMINA INDUSTRY IN CHINA
2.1 GDP and Alumina
2.2 Fixed-asset Investment and Alumina
2.3 Gross Industrial Output Value and Alumina
3 CHINA'S ALUMINA INDUSTRY POLICIES
3.1 Policies
3.2 Import and Export Policies
3.3 Qualifications for Access to Aluminum Industry
3.4 Aluminum Industry Development Plan and Aluminum Industry Development Policy
4 STATUS QUO OF CHINA ALUMINA INDUSTRY
4.1 Overview
4.2 Status Quo
4.2.1 Production
4.2.2 Import
4.2.3 Geographical distribution
4.3 Development Trends
5 ALUMINA INDUSTRY DEVELOPMENT BY REGION
5.1 North China
5.1.1 Status Quo
5.1.2 Competitive Advantages
5.1.3 Prospect
5.2 East China
5.2.1 Status Quo
5.2.2 Competitive Advantages
5.2.3 Prospect
5.3 South China
5.3.1 Status Quo
5.3.2 Competitive Advantages
5.3.3 Prospect
5.4 Southwest China
5.4.1 Status Quo
5.4.2 Competitive Advantages
5.4.3 Prospect
5.5 Northwest China
5.5.1 Status Quo
5.5.2 Competitive Advantages
5.5.3 Prospect
6 RELATED INDUSTRIES
6.1 Bauxite
6.1.1 Status Quo
6.1.2 Prospect
6.2 Caustic Soda
6.2.1 Status Quo
6.2.2 Prospect
6.3 Electrolytic Aluminum
6.3.1 Status Quo
6.3.2 Prospect
6.4 Coal
6.4.1 Status Quo
6.4.2 Prospect
7 KEY ALUMINA ENTERPRISES
7.1 Aluminum Corporation of China Limited
7.1.1 Profile
7.1.2 Operation
7.1.3 Trends
7.2 Yunnan Aluminum Co., Ltd.
7.2.1 Profile
7.2.2 Operation
7.2.3 Trends
7.3 Shandong Nanshan Aluminum Co., Ltd.
7.3.1 Profile
7.3.2 Operation
7.3.3 Trends
7.4 Shandong Weiqiao Aluminum and Electricity Co., Ltd.
7.4.1 Profile
7.4.2 Operation
7.4.3 Trends
7.5 Shanxi Luneng Jinbei Aluminum Industry Co., Ltd.
7.5.1 Profile
7.5.2 Operation
7.5.3 Trends
7.6 Shandong Xinfa Aluminum and Electricity Group
7.6.1 Profile
7.6.2 Operation
7.6.3 Trends
7.7 Chongqing Bosai Minerals Group Co., Ltd.
7.7.1 Profile
7.7.2 Operation
7.7.3 Trends
7.8 Shanxi ZhongDa Corporation
7.8.1 Profile
7.8.2 Operation
7.9 Baotou Aluminum (Group) Co., Ltd.
7.9.1 Profile
7.9.2 Strategic Planning
7.9.3 Trends
7.10 Pingdingshan Huiyuan Chemical Industry Company
7.10.1 Profile
7.10.2 Operation
7.11 Other Enterprises
7.11.1 Coalmine Aluminium（Sanmenxia）Company Limited
7.11.2 Luoyang Xiangjiang Wanji Aluminum Co., Ltd.
7.11.3 Yixiang Aluminum Co., Ltd.
7.11.4 Longkou Donghai Alumina Co., Ltd.
7.11.5 Guangxi Huayin Aluminum Co., Ltd.
7.11.6 Guizhou KaiSheng Aluminum Co., Ltd.
8 DEVELOPMENT OPPORTUNITIES AND RISKS
8.1 Upstream and Downstream Industries
8.1.1 Supply in Bauxite Industry
8.1.2 Demand in Electrolytic Aluminum Industry
8.2 Development Opportunities
8.2.1Development Cycle
8.2.2 Market Price
8.2.3 Influencing Factors
8.3 Michael Porter's Five Forces Model
8.3.1 Competition Among Existing Enterprises
8.3.2 Potential Entrants
8.3.3 Threat from Substitutes
8.3.4 Bargaining Power of Suppliers
8.3.5 Bargaining Power of Clients
8.4 Investment Risks
8.4.1 Risk of Raw Material Prices Fluctuation
8.4.2 Market Risk
8.4.3 Policy Risk
8.4.4 Operational Risk
1.1 Introduction
1.1.1 Definition
1.1.2 Characteristics and Usage
1.1.3 Economic Characteristics
1.2 Status Quo of Global Alumina Industry
1.2.1 Production in the World
1.2.2 Production by Continent
1.3 Development Trends
2 MACROECONOMY AND ALUMINA INDUSTRY IN CHINA
2.1 GDP and Alumina
2.2 Fixed-asset Investment and Alumina
2.3 Gross Industrial Output Value and Alumina
3 CHINA'S ALUMINA INDUSTRY POLICIES
3.1 Policies
3.2 Import and Export Policies
3.3 Qualifications for Access to Aluminum Industry
3.4 Aluminum Industry Development Plan and Aluminum Industry Development Policy
4 STATUS QUO OF CHINA ALUMINA INDUSTRY
4.1 Overview
4.2 Status Quo
4.2.1 Production
4.2.2 Import
4.2.3 Geographical distribution
4.3 Development Trends
5 ALUMINA INDUSTRY DEVELOPMENT BY REGION
5.1 North China
5.1.1 Status Quo
5.1.2 Competitive Advantages
5.1.3 Prospect
5.2 East China
5.2.1 Status Quo
5.2.2 Competitive Advantages
5.2.3 Prospect
5.3 South China
5.3.1 Status Quo
5.3.2 Competitive Advantages
5.3.3 Prospect
5.4 Southwest China
5.4.1 Status Quo
5.4.2 Competitive Advantages
5.4.3 Prospect
5.5 Northwest China
5.5.1 Status Quo
5.5.2 Competitive Advantages
5.5.3 Prospect
6 RELATED INDUSTRIES
6.1 Bauxite
6.1.1 Status Quo
6.1.2 Prospect
6.2 Caustic Soda
6.2.1 Status Quo
6.2.2 Prospect
6.3 Electrolytic Aluminum
6.3.1 Status Quo
6.3.2 Prospect
6.4 Coal
6.4.1 Status Quo
6.4.2 Prospect
7 KEY ALUMINA ENTERPRISES
7.1 Aluminum Corporation of China Limited
7.1.1 Profile
7.1.2 Operation
7.1.3 Trends
7.2 Yunnan Aluminum Co., Ltd.
7.2.1 Profile
7.2.2 Operation
7.2.3 Trends
7.3 Shandong Nanshan Aluminum Co., Ltd.
7.3.1 Profile
7.3.2 Operation
7.3.3 Trends
7.4 Shandong Weiqiao Aluminum and Electricity Co., Ltd.
7.4.1 Profile
7.4.2 Operation
7.4.3 Trends
7.5 Shanxi Luneng Jinbei Aluminum Industry Co., Ltd.
7.5.1 Profile
7.5.2 Operation
7.5.3 Trends
7.6 Shandong Xinfa Aluminum and Electricity Group
7.6.1 Profile
7.6.2 Operation
7.6.3 Trends
7.7 Chongqing Bosai Minerals Group Co., Ltd.
7.7.1 Profile
7.7.2 Operation
7.7.3 Trends
7.8 Shanxi ZhongDa Corporation
7.8.1 Profile
7.8.2 Operation
7.9 Baotou Aluminum (Group) Co., Ltd.
7.9.1 Profile
7.9.2 Strategic Planning
7.9.3 Trends
7.10 Pingdingshan Huiyuan Chemical Industry Company
7.10.1 Profile
7.10.2 Operation
7.11 Other Enterprises
7.11.1 Coalmine Aluminium（Sanmenxia）Company Limited
7.11.2 Luoyang Xiangjiang Wanji Aluminum Co., Ltd.
7.11.3 Yixiang Aluminum Co., Ltd.
7.11.4 Longkou Donghai Alumina Co., Ltd.
7.11.5 Guangxi Huayin Aluminum Co., Ltd.
7.11.6 Guizhou KaiSheng Aluminum Co., Ltd.
8 DEVELOPMENT OPPORTUNITIES AND RISKS
8.1 Upstream and Downstream Industries
8.1.1 Supply in Bauxite Industry
8.1.2 Demand in Electrolytic Aluminum Industry
8.2 Development Opportunities
8.2.1Development Cycle
8.2.2 Market Price
8.2.3 Influencing Factors
8.3 Michael Porter's Five Forces Model
8.3.1 Competition Among Existing Enterprises
8.3.2 Potential Entrants
8.3.3 Threat from Substitutes
8.3.4 Bargaining Power of Suppliers
8.3.5 Bargaining Power of Clients
8.4 Investment Risks
8.4.1 Risk of Raw Material Prices Fluctuation
8.4.2 Market Risk
8.4.3 Policy Risk
8.4.4 Operational Risk
SELECTED CHARTS
Global Output of Alumina, 2005-2009
Global Output of Alumina by Grade,2005-2009
Global Output of Alumina by Continent, 2005-2009
China Economic Growth Rate and Alumina Output Growth Rate, 2001-2008
China Fixed Asset Investment Growth Rate and Alumina Output Growth Rate, 2001-2008
China Industrial Output Growth Rate and Alumina Output Growth Rate, 2001-2008
Increased Production Capacity of Alumina in China, 2001-2008
China's Output of Alumina, 2005-2009
Quarterly Output of Alumina, 2006-2009
China’s Output of Alumina by Grade, 2005-2009
Import Volume and Price of Alumina in China, 2009
Import of Alumina in China by Province, May 2009
Geographical Distribution of Bauxite Resources in China
Cost Structure of Alumina in China
Import Volume of Caustic Soda in China, 2009
Global Output of Electrolytic Aluminum, 2003-2007
Increased Production Capacity of Electrolytic Aluminum in China, 2001-2008
Equity Structure of CHALCO
Business Revenue and Profit of CHALCO, 2005-2009
Financial Data of CHALCO, 2009
Business Revenue and Profit of Yunnan Aluminum, 2005-2009
Financial Data of Yunnan Aluminum, 2009
Sales Revenue Structure of Yunnan Aluminum, 2009
Business Revenue and Profit of Nanshan Aluminum, 2005-2009
Financial Data of Nanshan Aluminum, 2009
Sales Revenue of Chongqing Bosai Minerals Group Co., Ltd., 2000-2008
Marketing of Shanxi ZhongDa Corporation
Alumina Prices in China, 2006-2010
Influential Factors on Alumina Prices in China
Global Output of Alumina, 2005-2009
Global Output of Alumina by Grade,2005-2009
Global Output of Alumina by Continent, 2005-2009
China Economic Growth Rate and Alumina Output Growth Rate, 2001-2008
China Fixed Asset Investment Growth Rate and Alumina Output Growth Rate, 2001-2008
China Industrial Output Growth Rate and Alumina Output Growth Rate, 2001-2008
Increased Production Capacity of Alumina in China, 2001-2008
China's Output of Alumina, 2005-2009
Quarterly Output of Alumina, 2006-2009
China’s Output of Alumina by Grade, 2005-2009
Import Volume and Price of Alumina in China, 2009
Import of Alumina in China by Province, May 2009
Geographical Distribution of Bauxite Resources in China
Cost Structure of Alumina in China
Import Volume of Caustic Soda in China, 2009
Global Output of Electrolytic Aluminum, 2003-2007
Increased Production Capacity of Electrolytic Aluminum in China, 2001-2008
Equity Structure of CHALCO
Business Revenue and Profit of CHALCO, 2005-2009
Financial Data of CHALCO, 2009
Business Revenue and Profit of Yunnan Aluminum, 2005-2009
Financial Data of Yunnan Aluminum, 2009
Sales Revenue Structure of Yunnan Aluminum, 2009
Business Revenue and Profit of Nanshan Aluminum, 2005-2009
Financial Data of Nanshan Aluminum, 2009
Sales Revenue of Chongqing Bosai Minerals Group Co., Ltd., 2000-2008
Marketing of Shanxi ZhongDa Corporation
Alumina Prices in China, 2006-2010
Influential Factors on Alumina Prices in China
