印度的铝产业 是由出版商CARE Ratings在2011年12月所出版的。
这份英文市场调查报告书价格从美金2500起跳。
本报告提供印度的铝产业调查分析，印度国内主要企业的盈利，生产成本，供需平衡，出口的竞争力等，印度国内的铝产业的预测，为您概述为以下内容。
摘要整理
第1章 市场预测
- 印度国内企业的盈利预测
- 现金化在2011年提升
- 原料价格的变化
- 盈利性吃紧
- 生产成本与现金化预测
- 全球供需平衡预测
- 印度国内的供需平衡预测
第2章 产业的过去和现在
第3章 产业区分
- 金属的历史
- 产业的分类
- 产业特徵
- 地理地点
- 重组
- 政府的法规
- 最终用途的消费模式
- 技术专业
- 生产过程
- 主要企业
图表
Abstract
SYNOPSIS:
Rising cost to defend price softening
Subsequent to a sharp slowdown, global demand for aluminium during CY10
recorded a healthy growth of 12 % over CY09. The pick-up in demand and
approvals of various stimulus plans by governments across the globe led to a
substantial improvement in average global aluminium prices since June2010.
Apart from China and India which continued their consumption story, countries
like the USA, Brazil and few of the European countries also witnessed an
incisive rise in aluminium consumption. The short term bounce-back in demand
and an improvement in global liquidity indicators helped aluminium prices to
remain elevated until April2011. However, expectations of an uncertainty in
global demand (owing to the European debt crisis) impacted the rising trend in
global base metal prices. Since then global base metal prices continued to
soften and remained subdued till date.
As compared to the global situation, over the past decade, aluminium industry
in India has rapidly expanded its base and the country's domestic consumption
of the metal has more than doubled growing at a Compounded Annual Growth Rate
(CAGR) of about 11% during FY02 to FY11.
High quality bauxite ore, and low labour cost establishes India as one of the
least cost producers of primary aluminium across the globe. Indian companies
lie in the least quartile of the global primary aluminium cost curve. Due to
its competitive cost advantage, most of the domestic aluminium producers are
in the process of expanding their smelter capacities. An increased capacity as
against the domestic demand outlook is likely to turn India into a net
exporter of primary aluminium globally.
CARE Research's report on the - Aluminium Industry - provides CARE
Research's forecast on the domestic aluminium industry, which covers the
outlook on the domestic profitability of players, cost of production, domestic
demand-supply balance and India's export competitiveness. CARE Research's
forecasts are based on “bottom-up” demand forecasting model based
on an in-depth knowledge of the metal industry and interaction with key
industry players.
Table of Contents
EXECUTIVE SUMMARY
- Rising cost to defend price softening
- Global aluminium price forecast
- Global demand growth to outpace growth in supply
- Further addition in new capacities continue
- India counts on exports, domestic growth to moderate
- Average cost of production
- Profitability to remain under pressure
SECTION I: INDUSTRY OUTLOOK
OUTLOOK ON DOMESTIC PLAYER PROFITABILITY
- Improvement in realisations perked up margins in FY11
- Changes in raw material prices
- Profitability to remain under pressure
- Cost of production and Realisations forecast
OUTLOOK ON GLOBAL DEMAND-SUPPLY BALANCE
- Global Demand
- Back on track
- Faith depends on China
- Despite getting exhausted, China to hold its position
- Chinese Construction Industry
- Chinese power consumption
- Many loose ends, outlook on advanced economies to remain uncertain
- Global Supply
- Chinese capacity in no mood to slow down
- Global operating rates to remain stable
- Global aluminium market to remain in a surplus state
OUTLOOK ON DOMESTIC DEMAND-SUPPLY BALANCE
- Domestic Demand
- Automobiles Sector:
- Power Sector:
- Packaging Sector:
- Building and constructions sectors:
- India: Rural-Urban mix
- White Goods (Consumer Durables):
- Domestic Supply
- Domestic Aluminium smelter capacities
- Domestic Alumina refinery capacities
- Domestic Aluminium company-wise production
SECTION II: PAST AND PRESENT OF THE INDUSTRY
- Global Demand-Supply Scenario
- Global Demand
- Global Supply
- Domestic Demand-Supply Scenario
- Domestic Demand
- Domestic Supply
- Raw materials Scenario
- Alumina
- Bauxite
- Caustic-Soda
SECTION III: INDUSTRY SECTION
History of the Metal
- Classification of the Industry
- Characteristics of the Industry
- Geographical Locations
- Global Bauxite Reserves
- Global Smelter capacities
- Consolidation - The famous Six
- Government Regulations - Customs Duty, Excise Duty
- End-use Consumption Pattern
- Technical Know-how
- Production Process
- Company Section
- Hindalco Industries Limited
- National Aluminium Company Limited (NALCO)
- Sterlite Industries India Limited (SIIL)
- Global Player Profiles
LIST OF CHARTS
- Global Aluminium Price Forecast
- Global primary aluminium demand-supply balance
- Global primary aluminium capacity additions
- Domestic Supply exceeding demand:
- India cost advantage: Average cost of production
- India cost advantage: Average cost of production
- India Exportable surplus
- Domestic player profitability
- Domestic aluminium industry profitability
- Increase in Cost of Production:
- Y-o-Y percentage increase in key raw material cost
- Country-wise share in aluminium consumption
- China-Value-added of construction Industry
- China-Investment in Fixed Assets
- China- Domestic Electricity Production
- China- Domestic Electricity Production Capacity
- China Cars and Commercial Vehicles Production
- China, GDP at Constant Price
- Advanced Economies GDP at Constant prices
- Global production levels
- Upcoming capacities and global operating rates
- Global demand-supply scenario
- Domestic demand break-up
- India: Rural-Urban mix
- Decreasing Household size
- Per Capita Income (At constant prices)
- Domestic Supply far exceeding demand
- Surplus production to be exported
- Historical aluminium demand-supply scenario
- Global primary aluminium demand-supply scenario
- Increasing global inventory
- Change in US consumption pattern
- Global primary aluminium consumption Share
- 2010-China consumption pattern
- 2010-World consumption pattern
- China: Floor space of buildings
- China: Electricity consumption
- USA: Cars and Commercial Vehicles (CV) production
- Global capacity trend
- CY 2008: Announced capacity curtailments
- Global primary aluminium capacity utilization
- Domestic demand-supply situation
- India: End-use consumption pattern
- Aluminium Wire-rods production
- North -America light vehicle aluminium content
- Index of Industrial Production
- Growth in Real GDP at Factor cost
- India: Per capita income at constant prices
- Alumina cost components
- Average yearly spot bauxite prices
- Global bauxite reserves and production
- Caustic soda Domestic demand-supply
- Caustic soda: Domestic and International prices
- Global Alumina Demand-Supply
- Global alumina demand-supply scenario
- Global alumina Price Trend
- Domestic alumina demand-supply scenario
- Major countries with Bauxite Reserves
- Global, company-wise primary metal production capacities (2007)
LIST OF TABLES
- Domestic Demand drivers
- Global Smelter Capacities share
- India: Aluminium Share in 2-wheeler segment
- Power Transmission lines
- Domestic Aluminium smelter capacities
- Domestic Alumina Capacities
- Aluminium: Company wise production
- Capital Expenditure cost
- Country-wise Global Bauxite Reserves
- World Smelter Capacities CY2008
- Major Takeovers in Aluminium Industry
- Changes in Customs Duty
- Changes in Excise Duty
EXHIBITS
- History of the Metal
- Classification of the Industry
- Technical Know-how
- Manufacturing process
