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报告导航：研究报告— 农业与食品—农业
2000-2008年中国化肥农药行业投资方向研究报告
字数:3.9万 页数:220 图表数:290
中文电子版:7000元 中文纸版:6500元 发布日期:2008-07
英文电子版:2800美元 英文纸版:2600美元
编号:FW003 附件:下载 购买报告

　　2003年-2005年国际化肥市场全面复苏和国内化肥产品价格上涨，使得国内化肥行业的盈利状况明显好转，化肥产品的产能迅速扩大，行业竞争逐渐加剧。2006年国内新增产能400万吨，国内尿素供大于求的压力已有明显表现。2007年新增项目生产能力增加至500万吨左右，2008-2010年规划建设项目则达到1110万吨。

　　此外，化肥市场还将面临外资企业的竞争。我国政府按承诺于2006年12月11日起全面开放化肥业的批发、零售市场，外资的进入加剧了市场竞争。

　　我国大约生产260个农药品种，产品结构与以前相比有了很大的改善，但是高毒杀虫剂农药仍占多数。目前我国三大类农药产品中，杀虫剂：除草剂：杀菌剂的产量比大概为60:30:10，与发达国家比较合理的30:50:20相差还很远。

　　《2000-2008年化肥农药行业投资方向分析报告》研究的是化肥农药行业的32家上市公司2000－2008年的所有投资项目，总结该行业的投资趋势，以及各企业的投资特点和投资趋势。

2000-2008H1中国化肥农药行业上市公司的项目投资走势图
 200807158.jpg

　　2000-2008年，我国化肥农药行业上市公司的项目投资稳步上升，从2000年的14.53亿元,增加到2007年的128.1亿元。其中在西南地区的投资最多，占总投资额的38.56%。其次为华东地区，占总投资额的29.04%，其次为华北地区和华中地区。


图：化肥农药行业2000至2008的投资分布图（按地区）
 200807159.jpg

　　本报告总结分析了32家化肥农药行业的上市公司的项目投资情况，譬如泸天化（000912）。

泸天化2000至2008H1的项目投资走势图
 200807160.jpg

泸天化（000912）2000至2008的项目投资分布图（按行业细分）
200807161.jpg 

泸天化（000912）投资特点：

·主营业务：化肥、化工原料的生产与销售 多元化方向：天然气化工、煤化工
·公司的主营产品包括尿素、复合肥、硝酸、硝酸铵、1,4-丁二醇等，拥有年产100万吨合成氨、160万吨尿素的生产能力, 目前为全国最大的尿素生产企业。公司未来将积极拓展天然气化工、煤化工、磷化工领域，大力发展甲醇、1,4-丁二醇及其下游产品。同时通过进军西北市场，进行全国布局，进一步做大做强尿素生产的主业。

说明：客户在购买本报告时，我们可以将数据更新到最近的一个季度。

 

During the period 2003 to 2005, international fertilizer market witnessed a full recovery. Meanwhile, China’s fertilizer prices increased and the profitability of China’s fertilizer industry improved significantly, resulting in rapid expansion of production capacity and increasingly severe competition in the industry. China’s newly-added production capacity hit four million tons in 2006, when it was already clear that China was under pressure of oversupply of urea. In 2007, China added another five million tons of urea to its total production capacity. In 2008-2010, China’s newly-added production capacity of urea is expected to reach 11.1 million tons, based on planned projects and projects under construction.

In addition, China’s fertilizer market will confront a competition from foreign-invested companies. According to Chinese government commitments in entry into the World Trade Organization, starting from December 11, 2006, China began fully opening its wholesale and retail market of fertilizer industry, and influx of foreign capital has intensified the market competition in the industry.

China produces about 260 varieties of pesticides. The product structure has improved greatly. But highly-poisonous pesticides still amount to the majority. Currently, among the three main categories of pesticides in China, output ratio of insecticide, herbicide and bactericide is about 60:30:10, which still lags far behind the reasonable ratio of 30:50:20 in the developed countries.

This report makes an in-depth study on all investment projects of 32 listed companies in China’s fertilizer and pesticide industry from 2000 to 2008 and also makes summary of investment trends of China’s fertilizer and pesticide industry as well as investment features and investment trends of the listed companies.

Project Investment of China Listed Fertilizer & Pesticide Companies　2000-2008H1
 200807162.jpg

Source: ResearchInChina
From 2000 to 2008, total investment of China’s listed fertilizer and pesticide companies has been rising steadily. The investment value jumped to CNY12.81 billion in 2007 from CNY1.453 billion in 2000, among which, the biggest proportion went to Southwest China, accounting for 38.56% of the total, followed by East China, North China and Central China with a share of 29.04%, 10.4% and 9.55% respectively.

Investment Distribution of China Fertilizer and Pesticide Industry (by Region), 2000-2008
200807163.jpg
Source: ResearchInChina

This report makes an in-depth analysis on all investment projects financed by 32 listed companies in China’s fertilizer and pesticide industry. For example, Sichuan Lutianhua Co., Ltd. (000912）is referred in this report.

Investment Trend of Sichuan Lutianhua Co., Ltd., 2000-2008H1
 200807164.jpg

Investment Features of Sichuan Lutianhua Co., Ltd. （000912）：
 Main Business: production and sales of fertilizer and chemical materials; diversification direction: natural gas chemical industry and coal chemical industry.
 The company’s main products include urea, compound fertilizer, nitric acid, ammonium nitrate and 1,4-butanediol. Its annual production capacity of synthetic ammonia and urea reaches one million tons and 1.6 million tons respectively. It is the largest urea manufacturer in China. In the future, the company will endeavor to exploit natural gas chemical, coal chemical and phosphorus chemical field and develop methanol, 1,4-butanediol and their downstream products. Meanwhile, the company also plans to penetrate northwestern market as part of its national layout, so as to strengthen its leading status in urea manufacturing.

Investment Distribution of Sichuan Lutianhua (by Segment), 2000-2008
200807165.jpg
Source: ResearchInChina

Note: when you purchase this report, we can update the data to the most recent quarter.
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