China Aluminum Rolling Industry Report, 2010-2012

【Abstract】：

Aluminum rolling industrial products mainly consists of two categories i.e. aluminum sheet & strip and aluminum foil, and China is currently the world’s largest producer and exporter of aluminum sheets, strips and foils. In 2010, China’s aluminum sheet & strip capacity reached 7.25 million tons, sharing roughly 23.2% of global total; aluminum foil capacity 2.13 million tons, making up about 35.7%.

Aluminum rolling industry is the area with fastest-growing investment in today’s China aluminum processing industry; investment in new industrial products is primarily focused on high-precision aluminum sheet & strip, aluminum thin-sheet for cans, electronic foil, packaging foil and others, and domestic key aluminum processing enterprises involving Southwest Aluminum, Nanshan Aluminum, Weiqiao Aluminum & Electricity, China Zhongwang, etc. all have increased investment in this area. According to the current investment development tendency in this industry, there will emerge seven megaton-level large manufacturers of aluminum sheet, strip & foil during the 12th Five-Year Plan Period (2011-2015).

Based on analyzing the supply-demand structure of global aluminum sheet, strip & foil market, as well as the output, consumption, import & export volume, upstream & downstream sectors and other aspects of Chinese aluminum sheet, strip & foil industry, China Aluminum Rolling Industry Report, 2010-2012 highlights the financials, product mix, investment planning, etc. of 15 major players in the industry.

Being one of the largest integrated aluminum deep-processing enterprises in China, Southwest Aluminum boasts the international advanced hot strip rolling production lines for high-precision aluminum and aluminum alloy sheet & strip. In 2010, the revenue from its aluminum sheet, strip & foil products occupied 81.9% of total operating revenue. At the present stage, the company is conducting a 220 kt/a aluminum alloy casting expansion project, once completed, its annual output of aluminum processing will register one million tons.

Henan Mingtai Aluminum is one of China’s major manufacturers of aluminum sheets, strips and foils, whose annual capacity in this field amounted to 350 kilotons in 2011, and will hit 400 kilotons in 2012 after the completion of IPO project. CTP aluminum substrate, high-precision aluminum alloy sheet, electronic foil, composite aluminum sheet, strip & foil, etc. are all the focus products for future development.

Shandong Loften Aluminum Foil is China’s largest manufacturer of pharmaceutical foils, as well as the second largest household foil producer, currently enjoying a 70% share of domestic pharmaceutical foil market. The company’s aluminum sheet, strip & foil projects under construction mainly cover 80 kilotons of aluminum foils and 450 kilotons of aluminum sheets and strips.

【Table of Contents】 

1. Overview of Aluminum Rolling Industry
1.1 Definition
1.2 Industrial Chain

2. Development of Global Aluminum Rolling Industry
2.1 Supply
2.2 Demand

3. Development of China Aluminum Smelting Industry
3.1 Supply & Demand
3.2 Market Price Trends

4. Development of China Aluminum Rolling Industry
4.1 Policy Environment
4.2 Industrial Characteristics
4.2.1 Technical Equipment Level
4.2.2 Profit Model
4.2.3 Entry Barriers
4.3 Supply
4.4 Import & Export
4.4.1 Aluminum Sheet & Strip
4.4.2 Aluminum Foil
4.5 Demand
4.5.1 Consumption
4.5.2 Consumption Pattern

5. Application of Aluminum Sheet, Strip & Foil in China
5.1 Applications of Aluminum Sheet & Strip
5.1.1 Architecture
5.1.2 Packaging
5.1.3 Transportation
5.1.4 Printing
5.2 Applications of Aluminum Foil
5.2.1 Heat Transfer
5.2.2 Packaging
5.2.3 Power Electronics

6. Key Aluminum Rolling Enterprises in China
6.1 Aluminum Corporation of China Limited (CHALCO)
6.1.1 Profile
6.1.2 Operation
6.1.3 Aluminum Sheet, Strip & Foil Construction Projects in 2010-2011
6.2 Southwest Aluminum (Group) Co., Ltd.
6.2.1 Profile
6.2.2 Operation
6.3 Henan Mingtai Aluminum Industry Co., Ltd.
6.3.1 Profile
6.3.2 Operation
6.3.3 Competitive Advantage
6.3.4 Capacity Expansion Planning in 2012
6.4 Asia Aluminum Group
6.5 Zhejiang Dongliang New Material Co., Ltd.
6.5.1 Profile
6.5.2 Operation
6.6 Shandong Nanshan Aluminum Co., Ltd.
6.6.1 Profile
6.6.2 Operation
6.6.3 Under-Construction Projects in 2010-2014E
6.7 Yunnan Aluminum Co., Ltd.
6.7.1 Profile
6.7.2 Operation
6.7.3 Under-Construction Projects in 2010-2013E
6.8 China Zhongwang Holdings Limited
6.8.1 Profile
6.8.2 Operation
6.8.3 Investment Planning in 2011-2018
6.9 Shandong Weiqiao Aluminum & Electricity Co., Ltd.
6.10 Guangdong Dongyangguang Aluminum Co., Ltd.
6.10.1 Profile
6.10.2 Operation
6.10.3 Investment Planning in 2012-2015
6.11 Zhenjiang Dingsheng Aluminum Co., Ltd.
6.11.1 Profile
6.11.2 Investment Projects & Planning in 2010-2011
6.12 Xiashun Holdings Limited
6.12.1 Profile
6.12.2 Investment Projects & Planning in 2010-2011
6.13 Jiangsu Alcha Aluminum Co., Ltd.
6.13.1 Profile
6.13.2 Operation
6.13.3 Investment Projects & Planning in 2011
6.14 Shandong Loften Aluminum Foil Co., Ltd.
6.14.1 Profile
6.14.2 Operation
6.14.3 Project Construction in 2010-2013E
6.15 Ningbo Fubang Jingye Group Co., Ltd.
6.15.1 Profile
6.15.2 Operation
Chapter Conclusion

【Figures & Tables】

Model Products of Aluminum Rolling Industry
Aluminum Rolling Industry Chain
Global Aluminum Sheet & Strip Capacity by Region, 2010
Global Aluminum Foil Capacity by Region, 2010
Global Aluminum Foil Demand, 2005-2010
Output of Electrolytic Aluminum in China, 2005-2011
Apparent Consumption of Electrolytic Aluminum in China, 2005-2011
Spot Market Price of LME Aluminum, 2008-2011
Spot Market Price of SHFE Aluminum in China, 2008-2011
Major Industrial Policies on China Aluminum Rolling Industry
Aluminum Sheet & Strip Capacity in China, 2005-2010
Aluminum Sheet & Strip Output in China, 2005-2010
Aluminum Foil Capacity in China, 2005-2010
Aluminum Foil Output in China, 2005-2010
Export Volume of Aluminum Sheet & Strip in China, 2005-2011
Import Volume of Aluminum Sheet & Strip in China, 2005-2011
Export Volume of Aluminum Foil in China, 2005-2011
Import Volume of Aluminum Foil in China, 2005-2011
Aluminum Sheet & Strip Consumption in China, 2005-2010
Aluminum Foil Consumption in China, 2005-2010
Consumption Pattern of Aluminum Sheet & Strip in China, 2010
Consumption Pattern of Aluminum Foil in China, 2010
Aluminum Sheet & Strip Demand in China Architecture Industry, 2005-2010
Aluminum Sheet & Strip Demand in China Packaging Industry, 2005-2010
Aluminum Sheet & Strip Demand in China Transportation Industry, 2005-2010
Aluminum Sheet & Strip Demand in China Printing Industry, 2005-2010
Aluminum Foil Demand in China Heat Transfer Industry, 2005-2010
Aluminum Foil Demand in China Packaging Industry, 2005-2010
Aluminum Foil Demand in China Power Electronics Industry, 2005-2010
Main Aluminum Processing Subsidiaries of CHALCO
Operating Revenue & Net Income of CHALCO, 2005-2011
Operating Revenue & Gross Margin of Aluminum Processing Business of CHALCO, 2008-2011
Operating Revenue of Southwest Aluminum (Group) Co., Ltd., 2009-2015E
Operating Revenue Breakdown of Southwest Aluminum (Group) Co., Ltd. by Product, 2010
Production Line Capacity of Henan Mingtai Aluminum Industry Co., Ltd., 2011
Output of Main Products of Henan Mingtai Aluminum Industry Co., Ltd. , 2008-2011
Sales Price of Main Products of Henan Mingtai Aluminum Industry Co., Ltd., 2008-2011
Processing Fee of Main Products of Henan Mingtai Aluminum Industry Co., Ltd., 2008-2011
Operating Revenue & Net Income of Henan Mingtai Aluminum Industry Co., Ltd., 2008-2011
Operating Revenue Breakdown of Henan Mingtai Aluminum Industry Co., Ltd.  by Product, 2010
IPO Projects of Henan Mingtai Aluminum Industry Co., Ltd., 2011
Operating Revenue & Net Income of Zhejiang Dongliang New Material Co., Ltd., 2008-2011
Gross Margin of Aluminum Sheet & Strip Business of Zhejiang Dongliang New Material Co., Ltd., 2008-2011
Operating Revenue Breakdown of Zhejiang Dongliang New Material Co., Ltd. by Product, 2010
Capacity of Main Products of Shandong Nanshan Aluminum Co., Ltd., 2011
Operating Revenue & Net Income of Shandong Nanshan Aluminum Co., Ltd., 2008-2011
Under-Construction Projects of Shandong Nanshan Aluminum Co., Ltd., 2010-2014E
Capacity of Aluminum Products of Yunnan Aluminum Co. Ltd., 2011
Operating Revenue & Net Income of Yunnan Aluminum Co. Ltd., 2008-2011
Operating Revenue Breakdown of Yunnan Aluminum Co. Ltd. by Product, 2011
Under-Construction Projects of Yunnan Aluminum Co. Ltd., 2010-2013E
Operating Revenue & Net Income of China Zhongwang Holdings Limited, 2008-2011
Investment Projects & Planning of China Zhongwang Holdings Limited, 2011-2018E
Operating Revenue & Net Income of Guangdong Dongyangguang Aluminum Co., Ltd., 2008-2011
Operating Revenue Breakdown of Guangdong Dongyangguang Aluminum Co., Ltd. by Product, 2011
Investment Projects of Guangdong Dongyangguang Aluminum Co., Ltd., 2011-2012
Aluminum Sheet, Strip & Foil Investment Projects of Zhenjiang Dingsheng Alumium Co., Ltd., 2010-2011
Aluminum Sheet, Strip & Foil Investment Projects of Xiashun Holdings Limited, 2008-2011
Operating Revenue & Net Income of Jiangsu Alcha Aluminum Co., Ltd., 2008-2011
Operating Revenue Breakdown of Jiangsu Alcha Aluminum Co., Ltd. by Product, 2010
Operating Revenue & Net Income of Shandong Loften Aluminum Foil Co., Ltd., 2008-2011
Operating Revenue Breakdown of Shandong Loften Aluminum Foil Co., Ltd. by Product, 2011
Investment Projects & Planning of Shandong Loften Aluminum Foil Co., Ltd., 2010-2017E
Operating Revenue & Net Income of Ningbo Fubang Jingye Group Co., Ltd., 2008-2011
Operating Revenue & Net Income of Main Listed Companies in China Aluminum Rolling Industry, 2011