Report Highlights
In the first three quarters of 2008, coal price was rising, and electrical coal was in short supply. In Q3, due to sluggish demand, the coal industry experienced a slump, with large coal stock at coal distribution centers and ports in coastal areas. Due to the global financial crisis, the international coal prices are on the decrease, and there is mounting pressure for a drop in coal prices in China.
In 2008, merger and reorganization sped up in the coal Industry. China plans to close another more than 4,000 small coal mines by the end of 2010, thereby keeping the total number of small coal mines within 10,000. In the long run, the closing of small coal mines is instrumental to the industry's healthy development, and to alleviating the potential pressure of overcapacity. Meanwhile, through merger and reorganization, large coal enterprises seek new opportunities, build solid industry chain, and boost enterprises' risk resistance.
At the end of 2008, China announced ten new measures to stimulate domestic demand. The cement and steel industries are expected to benefit from the policy. Demand for coal will rebound gradually, thereby fueling the recovery of the coal industry.
In 2009, restructuring of the coal industry will continue, with supply and demand basically in balance. Large enterprise groups will become main competitors in the market.
In the face of competitions as well as market changes and challenges, the 2008-2009 Annual Report on the Development of China's Coal Industry released by us will help enterprises, investors and industry insiders more accurately grasp the growth pattern of China's coal industry, and provide more detailed reference information for decision making:
* More in-depth and detailed market research data. Based on a vivid description of market changes from the various perspectives of production, consumption, price and product segments, we specify the directions for industry development.
* More comprehensive and in-depth analysis of industry competitions. we analyze enterprises' performances from the perspectives of market segment pattern, competition strategies and SWOT analysis.
* More scientific and comprehensive forecast for future growth. The report conducts modeling regression and expert verification in major market segments, analyzes related industry links, and presents valuable trend analysis and quantitative forecast result.
Table of Contents
Main Conclusions
Key Findings
I. Overview of the Global Coal Industry in 2008
(I) Status of Growth
1. Industry size
2. Global industry structure and layout
(II) Basic Characteristics
1. Economic recession results in a slump in international coal prices
2. Insufficient transport capacity becomes bottleneck for supply in maritime trade
...
(III) Major Countries and Regions
1. The United States
2. India
3. Australia
4. Russia
5. Indonesia
II. Overview of China's Coal Industry in 2008
(I) The Growth Environment
1. The policy environment
2. The technological environment
3. The social environment
(II) Status of Growth
1. Industry size
2. Regional structure
3. Industry structure
4. Industry profit level
(III) Characteristics of Growth
(IV) Existing Problems
1. Potential safety hazards in coal production pose a formidable barrier to the industry's healthy development
2. Market-based reform is not thorough in the coal industry, resulting in insufficient self-regulation capability
3. ...
(V) Market Segments
1. The coke market
2. The power coal market
III. Forecast of China's Coal Industry, 2009-2011
(I) Influential Factors
1. Policy factors
2. Economic factors
3. Technological factors
4. Social factors
(II) Forecast of Industry Growth
1. Size
2. Structure
3. Regional structure
4. Industry segments
IV. Analysis on the Trend of China's Coal Industry, 2009-2011
(I) Trend of production and consumption
(II) Trend of product development
(III) Trend of technology innovations
(IV) Trend of competitions
V. Analysis on the Competitions in China's Coal Industry in 2008
(I) Competition Models
1. Mining right
2. Low price competition
3. Product
(II) Competition Pattern
1. Overall competition pattern
2. Potential entrants and substituting products
(III) Leading Enterprises' Competition Strategies
1. Shenhua Group
2. Lu'an Group
3. Xishan Coal Electricity
4. China Coal
5. Yanzhou Mining Group
VI. Research on User Demand for Coal in China
(I) Brand Preferences
(II) Product Quality
(III) Price Expectations
VII. Recommendations
Forecasting Method
Research Definitions
List of Tables
China's Coal Output, 2005-2008
China's Coal Output in 2008
Output Value of China's Coal Industry in 2008
Sales Volume of China's Coal Industry, 2005-2008
Coal Consumption in Market Segments, 2005-2008
China's Imports & Exports of Raw Coal in 2008
Coal Enterprises' Stock, 2005-2008
Investment in the Coal Industry & Expected Increase in Production Capacity, 2004-2008
Forecast for the Coal Output, 2009-2011
SWOT Analysis of China Shenhua Energy Company Limited
China Shenhua Energy Company Limited's Success Factors
SWOT Analysis of Lu'an Group
Lu'an Group's Success Factors
SWOT Analysis of Xishan Coal Electricity
Xishan Coal Electricity's Success Factors
SWOT Analysis of China National Coal Group Corporation
China National Coal Group Corporation's Success Factors
SWOT Analysis of Yanzhou Mining Group Co., Ltd.
Yanzhou Mining Group Co., Ltd's Success Factors
List of Figures
US Coal Output, 2002-2008
US Coal Imports, 2002-2008
India's Coal Consumption, 2003-2008
India's Coal Output, 2003-2008
Australia's Coal Export Volume and Growth
Number of Ship Harboring days in At Australia's Newcastle Port
Climate Index of the Coal and Related Industries
Australia's BJ Coal Spot Price
Qinghuangdao's Coal Price Curve in 2008
China's Imports & Exports of Raw Coal in 2008
Industry Chain of the Coal Industry
Increase in Coal Transport Capacity
Percentages Taken up by Various Kinds of Coal Enterprises in China
Investment in Fixed Assets in China's Coal Industry
Output of China's Coal Industry, 2005-2007
Percentages Taken up by Various Kinds of Coal Enterprises in the Total Output in 2008
China's Coal Consumption, 2006-2008
China's Coal Imports & Exports, 2006-2008
Percentages Taken up by China's Provinces in the Total Coal Output in 2008
Gross Profit Margin of China's Coal Industry in 2008
Forecast of Electrical Coal Consumption, 2009-2011
Forecast of Coal Consumption in China's Steel Industry, 2009-2011
Forecast of Coal Consumption in China's Building Materials Industry, 2009-2011
Forecast of Coal Consumption in China's Chemical Industry, 2009-2011
