中咨：中国建材行业展望报告

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Outlook on China's Building Materials Industry China International Economic Consultants (CIEC)

April 15, 2002

Development and Prospect of China’s Building Materials Industry in 2001

Building materials industry is closely related to the development cycle of the national economy. In recent years, China has implemented a series of policies such as the pro-active fiscal policy and the expansive monetary policy. Accordingly, the national economic growth has rallied. While the world economy generally slid by a wide margin, China still managed to achieve a relatively high GDP growth rate of 7.3% in 2001. Underpinned by the fast national economic growth, the economic operation quality of China’s building materials industry continued to improve steadily in 2001 on the basis of a substantial rebound in 2000.

According to latest monthly statistics, the basic economic operation situation of the building materials industry in 2001 were as follows: the yearly industrial added value hit 102.3 billion yuan (referring to state-owned industrial enterprises and non-state owned industrial enterprises with annual sales of over 5 million yuan, and the same below), up 11.65% over the previous year, which was slightly higher than the goal of 9-10% set at the end of 2000; the yearly sales revenue amounted to 314.6 billion yuan, up 11.07% over the previous year; the yearly profits totaled 11.891 billion yuan, up 26.81% over the previous year, which was slightly more than the goal of about 11 billion yuan set at the end of 2000; the annual import and export value of building materials and non-metallic mineral commodities stood at 5.672 billion US dollars, up 12.12% over the

previous year, of which export accounted for 3.3 billion US dollars, up 15.11%; the output of cement reached 621 million tons, up 6.5% year on year; the production of plate glass hit 204 million weight crates, up 14.48% year on year.

For 2002, the entire building materials industry will maintain steady growth supported by steady national economic growth. Numerous favorable factors will prop up overall growth of the building materials industry, although some unfavorable factors will restrain its further development. Structural adjustment amid control over aggregate output will still be the main tone for development of the country’s building materials industry in 2002. As China has entered the WTO, the domestic building materials industry will face fiercer competition and some sub-sectors will be affected to some extents.

This Report will summarize the operating conditions of China’s building materials industry in 2001, analyze and forecast its industrial developments in 2002, and specify the advantages and

d isadvantages of China’s WTO membership on th

e building materials industry by employing authoritative data and materials.

Content

TOC \o "1-3" \h \z HYPERLINK \l "_Toc22012757" 1.

Development of China’s Building Materials Industry in 2001 PAGEREF _Toc22012757 \h 1

HYPERLINK \l "_Toc22012758" 1.1 Aggregate Control Targets for the Building Materials Industry in 2001 PAGEREF _Toc22012758 \h 1

HYPERLINK \l "_Toc22012759" 1.2 Overview of Industrial Operation PAGEREF _Toc22012759 \h 2

HYPERLINK \l "_Toc22012760" 1.2.1 Aggregate Control Targets for the Building Materials Industry in First Half Year PAGEREF _Toc22012760 \h 2

HYPERLINK \l "_Toc22012761" 1.2.2 Annual Accomplishment of Main Economic Indicators of the Industry PAGEREF _Toc22012761 \h 4

HYPERLINK \l "_Toc22012762" 1.3 Operations of 26 Key Building Materials Enterprises PAGEREF _Toc22012762 \h 6 HYPERLINK \l "_Toc22012763" 2. Operations of Sub-sectors

in Building Materials Industry in 2001 PAGEREF _Toc22012763 \h 8

HYPERLINK \l "_Toc22012764" 2.1 Glass and Glass Products Industry PAGEREF _Toc22012764 \h 8

HYPERLINK \l "_Toc22012765" 2.2 Construction and Sanitary Ceramics Industry PAGEREF _Toc22012765 \h 11

HYPERLINK \l "_Toc22012766" 2.3 Glass Fiber and Products Industry PAGEREF _Toc22012766 \h 11

HYPERLINK \l "_Toc22012767" 2.4 Cement Industry PAGEREF _Toc22012767 \h 13

HYPERLINK \l "_Toc22012768" 3. Influences of WTO Entry on China’s Building Materials Industry a nd Analysis of Countermeasures PAGEREF _Toc22012768 \h 17

HYPERLINK \l "_Toc22012769" 3.1 General Influences on the Building Materials Industry PAGEREF _Toc22012769 \h 17 HYPERLINK \l "_Toc22012770" 3.1.1 Analysis of Advantages and Disadvan tages of China’s Building Materials Industry PAGEREF

_Toc22012770 \h 17

HYPERLINK \l "_Toc22012771" 3.1.2 Influences of WTO Entry on Building Materials Industry – Analysis of Opportunities and Challenges PAGEREF _Toc22012771 \h 18

HYPERLINK \l "_Toc22012772" 3.2 Influences on Main Sub-industries/Associated Industries PAGEREF _Toc22012772 \h 19 HYPERLINK \l "_Toc22012773" 3.2.1 Main Sub-industries PAGEREF _Toc22012773 \h 19

HYPERLINK \l "_Toc22012774" 3.2.2 Associated Industries –Ceramic Machine-building Industry PAGEREF _Toc22012774 \h 21 HYPERLINK \l "_Toc22012775" 3.3 Analysis of Countermeasures PAGEREF _Toc22012775 \h 23

HYPERLINK \l "_Toc22012776" 4. Analysis and Forecast of the Developments of Building Materials Industry in 2002 PAGEREF _Toc22012776 \h 26

HYPERLINK \l "_Toc22012777" 4.1 Targets and Main Work of the Building Materials Industry in 2002 PAGEREF _Toc22012777 \h 26

HYPERLINK \l "_Toc22012778" 4.1.1 Targets PAGEREF

_Toc22012778 \h 26

HYPERLINK \l "_Toc22012779" 4.1.2 Main Work PAGEREF

_Toc22012779 \h 26

HYPERLINK \l "_Toc22012780" 4.2 Favorable Factors for the Building Materials Industry in 2002 PAGEREF _Toc22012780 \h 28 HYPERLINK \l "_Toc22012781" 4.3 Unfavorable Factors for the Building Materials Industry in 2002 PAGEREF _Toc22012781 \h 29 HYPERLINK \l "_Toc22012782" 5. Development Plans for Building Materials Industry PAGEREF _Toc22012782 \h 30

HYPERLINK \l "_Toc22012783" 5.1 Tenth Five-Year Plan (2001-2005) for the Industry PAGEREF _Toc22012783 \h 30

HYPERLINK \l "_Toc22012784" 5.2 Tenth Five-year Plan for Main Sub-sectors PAGEREF _Toc22012784 \h 30

HYPERLINK \l "_Toc22012785" 5.2.1 Construction and Sanitary Ceramics Industry PAGEREF _Toc22012785 \h 30

HYPERLINK \l "_Toc22012786" 5.2.2 Cement Industry PAGEREF _Toc22012786 \h 31

HYPERLINK \l "_Toc22012787" 5.2.3 Glass Industry PAGEREF _Toc22012787 \h 33

HYPERLINK \l "_Toc22012788" 6. Analysis of Listed Companies in Building Materials Industry PAGEREF _Toc22012788 \h 35

HYPERLINK \l "_Toc22012789" 6.1 New Building Materials Block PAGEREF _Toc22012789 \h 35

HYPERLINK \l "_Toc22012790" 6.2 Cement Block PAGEREF _Toc22012790 \h 36

HYPERLINK \l "_Toc22012791" 6.3 Glass Block PAGEREF

_Toc22012791 \h 37

HYPERLINK \l "_Toc22012792" 6.4 Construction and Sanitary Ceramics Block PAGEREF _Toc22012792 \h 38

HYPERLINK \l "_Toc22012793" 7. Appendixes PAGEREF

_Toc22012793 \h 39

HYPERLINK \l "_Toc22012794" 7.1 Tenth Five-Year Plan for the Building Materials Industry PAGEREF _Toc22012794 \h 39 HYPERLINK \l "_Toc22012795" 7.3 18 Standards for Building Materials Industry PAGEREF _Toc22012795 \h 54

HYPERLINK \l "_Toc22012796" 7.4 Output of 106 Cement Enterprises in 2001 PAGEREF _Toc22012796 \h 55

HYPERLINK \l "_Toc22012797" 8. Reference Materials PAGEREF _Toc22012797 \h 58

Development of China’s Building Materials Industry in 2001

1.1 Aggregate Control Targets for the Building Materials Industry in 2001

On February 2, 2001, the State Economic and Trade Commission issued the Opinions on Implementing Aggregate Control in the Building Materials Industry in 2001 (SETC No. 99 [2001]). According to the document, the control targets for the building materials industry in 2001 are as follows: A total of 1,900 small cement kilns will be closed to reduce backward production capacity by 50 million tons, of which 35 million tons are involved in uncompleted overhaul drive of the industry and 15-20 million tons concern additional closures of small kilns to make room for big projects. The national cement output will be controlled within 570 million tons. Meanwhile, 100 small glass production lines will be closed down to reduce the glass production capacity by 10 million weight crates and control the national plate glass output at 170 million weight crates. The profit of the whole industry after offsetting losses will not be less than 8.5 billion yuan.

For details, please see the following table with regard to the aggregate cement control targets and the catalogue of capacities to be eliminated in 2001:

Table 1-1: Aggregate cement control targets and catalogue of capacities to be eliminated in 2001 (unit: 10,000 tons):

Note: 1) * the figures are up to October 2000.

2) The catalogue is sourced from the No. 99 [2001] document

issued by the State Economic and Trade Commission on February 2, 2001.

1.2 Overview of Industrial Operation

1.2.1 Aggregate Control Targets for the Building Materials Industry in First Half Year

China’s cement output amounted to 287 million tons in the first half of 2001, up 9% year on year. The figure represented 50.3% of the annual target, indicating that the production was basically within

the scope of control.

A total of 15 provinces, municipalities and autonomous regions posted better control than the national average level in cement

output in the first half of 2001. They are: Inner Mongolia (44.0%), Heilongjiang (45.0%), Liaoning (45.8%), Xinjiang (46.1%), Fujian

(46.3%), Hebei (46.9%), Guangxi (47.0%), Beijing (47.6%), Guangdong

(47.7%), Jilin (48.4%), Anhui (48.5%), Hubei (48.9%), Hunan (49.1%), Shanxi (49.3%), and Shanghai (49.7%).

The regions whose output exceeded the target also numbered 15. They are: Qinghai (62.8%), Henan (56.6%), Shaanxi (55.3%), Chongqing (55.1%), Guizhou (54.7%), Sichuan (54.0%), Gansu (53.8%), Shandong (53.5%), Jiangsu (53.3%), Ningxia (53.3%), Yunnan (52.8%), Hainan (52.4%), Tianjin (52.3%), Zhejiang (51.4%), and Jiangxi (51.1%).

Of special note, the production in the nine regions in western China exceeded the national average by 3.5 percentage points, and the growth rate was also higher than that in the same period of 2000,

such as Guizhou (40.3%), Qinghai (34.8%), Yunnan (32.4%) and Sichuan (24.8%). This was due mainly to the implementation of the Western China Development Drive, which caused greater demand for cement.

Anyway, this also has brought about pressures to the cement

industrial restructuring in the western regions. The regions should seize the opportunities to develop new-type dry-method cement and discard backward production capacities.

See Table 1-2 on fulfillment of cement output control targets by region in the first half of 2001.

Table 1-2: Fulfillment of cement output control targets by region in the first half of 2001

(Source: Economic Operation Bureau of State Economic and Trade Commission)

1.2.2 Annual Accomplishment of Main Economic Indicators of the Industry

According to the latest monthly report, the building materials industry realized its anticipated targets for 2001. Various economic indicators of the industry were as follows (Source: from Yu Xiaolan, Information Department of China Association of Building Materials Industry, No. 2, 2002 of China Building Materials Journal):

(1) Industrial Added Value

The building materials industry accomplished an industrial added value of 102.3 billion yuan in 2001 (covering state-owned industrial enterprises and non-state-owned industrial enterprises with annual sales of over 5 million yuan, and the same below), up 11.65% over the previous year. The growth rate was higher than the 9-10% forecast at the end of 2000.

(2) Sales Revenue

The sales revenue of the building materials industry in 2001 amounted to 314.6 billion yuan, up 11.07% over the previous year. Of this, the five provinces of Guangdong, Shandong, Jiangsu, Zhejiang

and Henan each posted sales of over 20 billion yuan, and their combined sales accounted for 52% of the industry’s total.

(3) Profit

The profit of the building materials industry totaled 11.891

billion yuan in 2001, up 26.81% over the previous year. It was

slightly higher than the 11 billion yuan predicted at the end of 2000. Of this, the five provinces of Shandong, Zhejiang, Jiangsu, Hebei and Henan each generated profit of over 900 million yuan, and their combined profit accounted for 60% of the industry’s total. The five provinces of Shanxi, Hainan, Yunnan, Liaoning and Guangxi posted net loss after offsetting by profit, with combined net loss of 390

million yuan. Among the 32 sectors in the building materials industry, three sectors, namely cement, construction and sanitary ceramics and cement products industries, each yielded profit of over one billion yuan. After offsetting by profit, the other mineral fiber and

products industry, and the building material and other non-metallic mineral products equipment manufacturing industry were still in the red in 2001.

(4) Import and Export

China’s import and export value of building material s and non-metallic mineral commodities reached 5.672 billion US dollars in 2001, up 12.12% over the previous year. Of this, exports accounted for 3.3 billion US dollars, up 15.11%. The surplus in import and export trade of building materials and non-metallic mineral commodities amounted

to 933 million US dollars, up 37.43% over the previous year. The regions with an export value of over 100 million US dollars in 2001 included Guangdong, Fujian, Shandong, Shanghai, Liaoning, Zhejiang

and Jiangsu, with their combined exports accounting for 84.17% of the country’s total export of building materials. Among them, Guangdong