改性塑料是在塑料基础上添加各种改性剂得到的具有优良特性的新材料,在汽车、家电等行业的应用越来越广泛,市场空间广阔,正在成为塑料工业持续发展的新增动力。2010年,中国对改性塑料的需求量超过500万吨,预计在未来5-10年内,改性塑料市场需求将保持10% 的年增长率,预计2015年改性塑料需求总量将达到1040万吨。
图:2010-2015年中国改性塑料市场需求(百万吨) 
来源:中国塑料加工业协会
从竞争格局看,外资企业占据了中国改性塑料75%的市场份额,尤其是在高端专业型改性塑料研发上拥有明显竞争优势。本土改性塑料企业数量超过3000家,而年产量超过3000吨的仅50家左右,产能过万吨的更少,主要有金发科技、哈尔滨鑫达、银禧科技、锦湖日丽等。
金发科技是中国规模最大、产品种类最齐全的改性塑料生产企业,主要优势之一是产能遥遥领先,2010年突破60万吨;其次是公司研发多年的一批高端新产品将逐步走向产业化,预计将成为金发科技未来重要的利润增长点。
哈尔滨鑫达和普利特是汽车用改性塑料的重要供应商,2010年两家企业的产能分别是10万吨和6.5万吨。2010年普利特销售改性塑料5.3万吨,实现收入8.07亿元;哈尔滨鑫达于2010年建成了国内首家新能源汽车专用塑料新材料生产基地,设计产能3.5万吨。
银禧科技研发的改性塑料产品在电线电缆、电子电气和家电领域拥有较高市场占有率。银禧科技于2011年3月披露了招股说明书,募集资金主要投资电线电缆专用料、节能灯具专用料等改性塑料项目。
本报告不仅对中国塑料制品及改性塑料行业发展现状、竞争格局进行了分析,还着重研究了塑料以及改性塑料下游市场情况,最后详细介绍了20余家塑料生产厂家的经营情况。
Modified plastics are a kind of new materials with good performance made by adding various modifiers to plastics. Modified plastics have been increasingly applied to the automotive, home appliance and other industries, have huge market potential, and are becoming the new driving force for the sustainable development of the plastics industry. China’s demand for modified plastics exceeded 5 million tons in 2010, and is expected to grow at an annual growth rate of 10% in the next 5-10 years and reach 10.4 million tons in 2015.
Demand for Modified Plastics in China, 2010-2015 (Unit: mln tons) 
Source: China Plastics Processing Industry Association
In terms of the competition pattern, foreign-funded enterprises occupy 75% of the Chinese modified plastics market, and have apparent advantages in R & D of high-end specialty modified plastics. There are more than 3,000 local modified plastics enterprises in China, but only about 50 of which have an annual output over 3,000 tons respectively, and even fewer have an annual output over 10,000 tons, among which there are Kingfa Science & Technology, Harbin Xinda, Silver Age Sci & Tech, and Kumho Sunny Plastics.
In China, Kingfa Science & Technology is the largest manufacturer of modified plastics with the most extensive product range. One of its main advantages lies in its leading capacity, which exceeded 600,000 tons in 2010. Another advantage is that it will gradually put a number of high-end products into industrialization after years of research and development, which will become important profit growth points for it in the future.
Harbin Xinda and Shanghai Pret are major suppliers of automobile-use modified plastics, with capacities of 100,000 tons and 65,000 tons in 2010 respectively. In the same year, Shanghai Pret achieved revenue of RMB807 million by selling 53,000 tons of modified plastics; Harbin Xinda established China’s first new material production base manufacturing special plastics for new energy vehicles, with a design capacity of 35,000 tons.
The modified plastic products developed by Silver Age Sci & Tech are widely applied to wires & cables, electrical & electronics and home appliances. The prospectus issued by Silver Age Sci & Tech in March 2011 announced that the funds raised would be mainly invested in modified plastics projects, including special materials for wires & cables and energy saving lamps.
This report not only analyzes the status quo and the competition pattern of China plastic products & modified plastics industry, but also focuses on the downstream market of plastics and modified plastics. Finally, the report introduces more than 20 plastic manufacturers.