2010-2011年中国双向拉伸聚丙烯薄膜(BOPP)行业研究报告 >> 水清木华研究中心

　　BOPP全称为双向拉伸聚丙烯薄膜，是一种优良的透明软包装材料，具有良好的透明性、光泽性、防潮性等优点，广泛应用于各种包装、印刷、复合等领域。

　　2010年中国BOPP产能为303.8万吨，同比增长13.3%。根据目前各公司公布的拟/在建项目，预计2011年中国将新增BOPP产能57万吨，届时总产能将达到360.8万吨。然而，BOPP产能的快速增加，导致行业利润不断降低，很多企业不再盈利。

图：2008-2011年中国BOPP产能及同比增长（单位：千吨，%）

整理：水清木华研究中心

　　尽管中国BOPP薄膜总量已经供过于求，但是对于技术含量较高的产品如高端的电容膜和烟膜，国内市场产量还很小，大部分依赖于进口。面对严峻的竞争形势，业内主要公司如大东南、佛塑股份等开始拓展BOPP高端产品，提升产品毛利率，增强企业竞争力。

　　《2010-2011年中国BOPP行业研究报告》不仅重点分析了BOPP的市场供需、消费结构、价格走势等，还着重研究了BOPP细分市场、上下游产业以及9家行业内主要企业的经营情况、竞争优势和发展前景。

　　佛塑股份和大东南是BOPP行业的领先企业。其中，佛塑股份2010年BOPP产能占行业总产能的3.9%，其BOPP烟膜生产能力达65000吨，是中国最大的BOPP烟膜生产企业。大东南产品结构较好，盈利能力较强，2010年其主营业务毛利率为16.4%。

　　铜峰电子和南洋科技是电容膜的主要生产企业。其中，铜峰电子是中国电容膜产能最大的企业，2009年其产能占全国总产能的19.4%。南洋科技依靠高端电子薄膜产品，2010年的主营业务毛利率为37.1%。

　　东材科技是中国最早生产BOPP电工膜的厂家，2010年的BOPP电工膜产量为4837.7吨，产销率高达101.2%。东材科技已于2011年5月20日上市，募集资金项目包括3500吨/年BOPP电工膜技改。随着新产能释放，东材科技在BOPP电工膜市场的竞争力将进一步提升。

Biaxially oriented polypropylene (BOPP) film is an excellent transparent flexible packaging material with good transparency, luster and moisture-resistance. It’s widely used in packaging, printing, compounds and other fields.

In 2010, China's BOPP capacity reached 3.038 million tons, up 13.3% year on year. According to the projects under construction/planning announced by enterprises, China will increase the BOPP capacity of 570,000 tons in 2011; by then, the total capacity will be 3.608 million tons. However, the rapid growth of BOPP capacity has led to the declining industry profit, and many enterprises cannot make profits any more.

China’s BOPP Capacity and YoY Growth Rate, 2008-2011 (Unit: 1,000 tons; %)

Source: ResearchInChina

Although BOPP film is oversupplied in China, the domestic output of high-tech products (e.g., high-end capacitor film and film for cigarette packing) is still tiny, most of such products are imported. In response to severe competition, major companies in this industry such as Zhejiang Great Southeast Packaging and Foshan Plastics Group Co., Ltd. have started to develop high-end BOPP products to raise the gross margin and enhance competitiveness.

This report analyzes BOPP supply and demand, consumption structure, price trend, BOPP market segments, upstream and downstream industries, as well as operation, competitive advantages and development prospect of 9 major companies in this industry.

Foshan Plastics Group Co., Ltd. and Zhejiang Great Southeast Packaging are leaders in BOPP industry. The former accounted for 3.9% of the total capacity in 2010, and its capacity of BOPP film for cigarette packing reached 65,000 tons; it is the largest production company of BOPP film for cigarette packing in China. Zhejiang Great Southeast Packaging has a good product structure and strong profitability; in 2010, its main business achieved a gross margin of 16.4%.

Anhui Tongfeng Electronics Company Limited and Zhejiang Nanyang Technology Co., Ltd. are major capacitor film production companies. The former ranks first in capacitor film capacity in China, its capacity accounted for 19.4% of the total capacity in 2009. The latter achieved a main business gross margin of 37.1% by virtue of its high-end electronic film products in 2010.

Sichuan Dongfang Insulating Material Co., Ltd is China's first BOPP electrical film manufacturer. In 2010, its BOPP electrical film output was 4837.7 tons, and the sales-output ratio was 101.2%. It went public on May 20, 2011 to raise funds for its “3500 ton / year BOPP Electrical Film Technical Innovation” and other projects. With the release of new capacity, its competitiveness in BOPP electrical film market will be further enhanced.

第一章 BOPP概述
1.1 定义及性质
1.2 分类及用途
1.3 产业链

第二章中国BOPP市场分析
2.1 产业现状
2.2 市场供给
2.3 市场消费
2.4 市场竞争格局分析
2.5 市场价格
2.6 BOPP细分市场
2.6.1 BOPP电容膜
2.6.1.1 市场分析
2.6.1.2 发展趋势
2.6.2 BOPP烟膜
2.6.2.1 烟膜简介
2.6.2.2 市场分析
2.6.2.3 发展趋势

第三章中国BOPP上下游相关产业
3.1 上游聚丙烯（PP）行业
3.1.1 聚丙烯概述
3.1.2 市场供给
3.1.3 进出口分析
3.1.4 市场消费
3.1.5 产品价格
3.1.6 竞争格局
3.2 下游相关产业分析
3.2.1 烟草行业对BOPP的需求
3.2.2 电容器行业对BOPP的需求

第四章主要厂商分析
4.1 浙江大东南包装股份有限公司
4.1.1 公司简介
4.1.2 经营情况
4.1.3 BOPP业务
4.1.4 公司动态
4.4.4.1 BOPP、BOPET项目扩产
4.4.4.2 投资耐高温超薄电容膜项目
4.4.4.3 布局其它高科技薄膜
4.2 安徽国风塑业股份有限公司
4.2.1 公司简介
4.2.2 经营情况
4.3 佛山塑料集团股份有限公司
4.3.1 公司简介
4.3.2 经营情况
4.3.3 公司动态
4.4 江苏中达新材料集团股份有限公司
4.4.1 公司简介
4.4.2 经营情况
4.4.3 BOPP业务
4.5 河北宝硕股份有限公司
4.5.1 公司简介
4.5.2 经营情况
4.6安徽铜峰电子股份有限公司
4.6.1 公司简介
4.6.2 经营情况
4.7浙江南洋科技股份有限公司
4.7.1 公司简介
4.7.2 经营情况
4.7.3 公司动态
4.7.3.1 开发出世界领先的2.8μm 厚BOPP电子薄膜
4.7.3.2 布局其他高科技薄膜领域
4.8 上海紫江企业集团股份有限公司
4.8.1 公司简介
4.8.2 经营情况
4.9 四川东材科技集团股份有限公司
4.9.1 公司简介
4.9.2 经营情况
4.9.3 BOPP业务

1. Overview of BOPP
1.1 Definition and Properties
1.2 Classification and Application
1.3 Industry Chain

2. Chinese BOPP Market
2.1 Status Quo of China BOPP Industry
2.2 Supply
2.3 Consumption
2.4 Competition Pattern
2.5 Price
2.6 Market Segments
2.6.1 BOPP Capacitor Film
2.6.1.1 Market Analysis
2.6.1.2 Development Trends
2.6.2 BOPP Film for Cigarette Packing
2.6.2.1 Introduction
2.6.2.2 Market Analysis
2.6.2.3 Development Trends

3. China BOPP Upstream and Downstream Industries
3.1 Upstream PP Industry
3.1.1 Overview of PP
3.1.2 Supply
3.1.3 Import and Export
3.1.4 Consumption
3.1.5 Price
3.1.6 Competition Pattern
3.2 Downstream Industry
3.2.1 Demand of Tobacco Industry for BOPP
3.2.2 Demand of Capacitor Industry for BOPP

4. Major Manufacturers
4.1 Zhejiang Great Southeast Packaging Co., Ltd.
4.1.1 Profile
4.1.2 Operation
4.1.3 BOPP Business
4.1.4 Current Situation
4.1.4.1 Expansion of BOPP and BOPET Projects
4.1.4.2 Investment in High Temperature-resistance Ultra-thin Capacitor Film Project
4.1.4.3 Deployment in Other High-tech Film Fields
4.2 Anhui Guofeng Plastic Industry Co., Ltd.
4.2.1 Profile
4.2.2 Operation
4.3 Foshan Plastics Group Co., Ltd.
4.3.1 Profile
4.3.2 Operation
4.3.3 Current Situation
4.4 Jiangsu Zhongda New Material Group Co., Ltd.
4.4.1 Profile
4.4.2 Operation
4.4.3 BOPP Business
4.5 Hebei Baoshuo Co., Ltd.
4.5.1 Profile
4.5.2 Operation
4.6 Anhui Tongfeng Electronics Company Limited
4.6.1 Profile
4.6.2 Operation
4.7 Zhejiang Nanyang Technology Co., Ltd.
4.7.1 Profile
4.7.2 Operation
4.7.3 Current Situation
4.7.3.1 Development of Global Leading 2.8μm BOPP Electronic Film
4.7.3.2 Deployment in Other High-tech Film Fields
4.8 Shanghai Zijiang Enterprise Group Co., Ltd.
4.8.1 Profile
4.8.2 Operation
4.9 Sichuan Dongfang Insulating Material Co., Ltd
4.9.1 Profile
4.9.2 Operation
4.9.3 BOPP Business

表：BOPP薄膜分类及用途
图：BOPP产业链示意图
图：2008-2011年中国BOPP产能及同比增长
表：2009-2010年中国（分省市）BOPP产能及其占比
图：2004-2010年中国BOPP表观消费量及同比增长
图：2010年BOPP主要厂商及其市场份额
图：2008-2011年中国主要厂商BOPP价格走势
图：2009年中国BOPP电容膜产能（分省份）区域分布
图：2009年中国BOPP电容膜主要厂商及其市场份额
图：2006-2009年部分电容膜生产企业毛利率对比
表：BOPP烟膜分类及用途
表：2009年中国BOPP烟膜主要生产厂家及其设备、产能
表：BOPP烟膜发展趋势
图：2000-2010年中国PP产量及同比增长
图：2010年中国丙烯行业消费结构
图：2000-2010年中国PP进、出口量及进口依赖率
图：2000-2010年中国PP消费量及同比增长
图：2002-2010年中国PP消费结构
图：2009-2011年国际市场丙烯的价格走势
图：2010年中国PP主要公司及其市场份额
图：2010年中国（分省市）PP产能区域分布
图：2004-2010年中国卷烟产量及同比增长
图：2004-2010年中国卷烟销售量及产销率
图：2010年中国电容器（分类别）产量及消费量
图：2010年中国电容器主要产品及其市场份额
图：2006-2010年大东南营业收入及利润总额
图：2008-2010年大东南（分产品）营业收入结构
图：2008-2010年大东南（分产品）毛利率
图：2008-2010年大东南（分区域）营业收入结构
图：2008-2010年大东南BOPP营业收入、营业成本及营业利润
图：2006-2010年国风塑业营业收入及利润总额
图：2008-2010年国风塑业（分产品）营业收入结构
图：2008-2010年国风塑业（分产品）毛利率
图：2008-2010年国风塑业（分区域）营业收入结构
图：2006-2010年佛塑股份营业收入及利润总额
图：2008-2010年佛塑股份（分产品）营业收入结构
图：2008-2010年佛塑股份（分产品）毛利率
图：2008-2010年佛塑股份（分区域）营业收入结构
图：2006-2010年中达股份营业收入及利润总额
图：2008-2010年中达股份（分产品）营业收入结构
图：2008-2010年中达股份（分产品）毛利率
图：2008-2010年中达股份BOPP营业收入、营业成本及营业利润
图：2006-2010年宝硕股份营业收入及利润总额
图：2008-2010年宝硕股份（分行业）营业收入结构
图：2010年宝硕股份（分产品）营业收入结构
图：2008-2010年宝硕股份（分行业）毛利率
图：2008-2010年宝硕股份（分产品）毛利率
图：2010年宝硕股份（分区域）营业收入结构
图：2006-2010年铜峰电子营业收入及利润总额
图：2008-2010年铜峰电子（分行业）营业收入结构
图：2008-2010年铜峰电子（分产品）毛利率
图：2008-2010年南洋科技营业收入及利润总额
图：2008-2010年南洋科技（分产品）营业收入结构
图：2008-2010年南洋科技（分产品）毛利率
图：2008-2010年南洋科技（分区域）营业收入结构
图：2006-2010年紫江企业营业收入及利润总额
图：2008-2010年紫江企业（分行业）营业收入结构
图：2008-2010年紫江企业（分产品）营业收入结构
图：2008-2010年紫江企业（分产品）毛利率
图：2008-2010年东材科技营业收入及利润总额
图：2008-2010年东材科技主营业务毛利率
图：2008-2010年东材科技（分产品）营业收入结构
图：2008-2010年东材科技（分产品）毛利率
图：2008-2010年东材科技（分区域）营业收入结构
图：2008-2010年东材科技BOPP营业收入、营业利润及毛利率

Classification and Application of BOPP Thin Films
BOPP Industry Chain
China’s BOPP Capacity and YoY Growth Rate, 2008-2011
China’s BOPP Capacity (by Province/City), 2009-2010
BOPP Apparent Consumption and YoY Growth in China, 2004-2010
Major BOPP Manufacturers and Their Market Shares, 2010
BOPP Prices of Major Manufacturers in China, 2008-2011
Capacity of BOPP Capacitor Film in China (by Province), 2009
Major BOPP Capacitor Film Manufacturers and Their Market Shares in China, 2009
Gross Margin of Some BOPP Capacitor Film Manufacturers, 2006-2009
Classification and Application of BOPP Film for Cigarette Packing
Major Manufacturers of BOPP Film for Cigarette Packing and Their Equipment & Capacity in China, 2009
Development Tendency of BOPP Film for Cigarette Packing
Output and YoY Growth of PP in China, 2000-2010
China Propene Industry Consumption Structure, 2010
PP Import & Export Volume and Import Dependency Rate in China, 2000-2010
PP Consumption and YoY Growth in China, 2000-2010
PP Consumption Structure in China, 2002-2010
Propene Price in Global Market, 2009-2011
Major PP Manufacturers and Their Market Shares in China, 2010
PP Capacity in China (by Province/City), 2010
Output and YoY Growth of Cigarette in China, 2004-2010
Sales Volume and Sales-output Ratio of Cigarette in China, 2004-2010
Output and Consumption of Capacitors in China (by Type), 2010
Main Products and Their Market Shares in Chinese Capacitor Market, 2010
Operating Income and Total Profit of Zhejiang Great Southeast Packaging, 2006-2010
Operating Income of Zhejiang Great Southeast Packaging (by Product), 2008-2010
Gross Margin of Zhejiang Great Southeast Packaging (by Product), 2008-2010
Operating Income of Zhejiang Great Southeast Packaging(by Region), 2008-2010
BOPP Operating Income, Operating Cost and Operating Profit of Zhejiang Great Southeast Packaging, 2008-2010
Operating Income and Total Profit of Anhui Guofeng Plastic Industry, 2006-2010
Operating Income of Anhui Guofeng Plastic Industry (by Product), 2008-2010
Gross Margin of Anhui Guofeng Plastic Industry (by Product), 2008-2010
Operating Income of Anhui Guofeng Plastic Industry (by Region), 2008-2010
Operating Income and Total Profit of Foshan Plastics Group, 2006-2010
Operating Income of Foshan Plastics Group (by Product), 2008-2010
Gross Margin of Foshan Plastics Group (by Product), 2008-2010
Operating Income of Foshan Plastics Group (by Region), 2008-2010
Operating Income and Total Profit of Jiangsu Zhongda New Material Group, 2006-2010
Operating Income of Jiangsu Zhongda New Material Group (by Product), 2008-2010
Gross Margin of Jiangsu Zhongda New Material Group (by Product), 2008-2010
BOPP Operating Income, Operating Cost and Operating Profit of Jiangsu Zhongda New Material Group, 2008-2010
Operating Income and Total Profit of Hebei Baoshuo, 2006-2010
Operating Income of Hebei Baoshuo (by Industry), 2008-2010
Operating Income of Hebei Baoshuo (by Product), 2010
Gross Margin of Hebei Baoshuo (by Industry), 2008-2010
Gross Margin of Hebei Baoshuo (by Product), 2008-2010
Operating Income of Hebei Baoshuo (by Region), 2010
Operating Income and Total Profit of Anhui Tongfeng, 2006-2010
Operating Income of Anhui Tongfeng Electronics (by Industry), 2008-2010
Gross Margin of Anhui Tongfeng Electronics (by Product), 2008-2010
Operating Income and Total Profit of Zhejiang Nanyang Technology, 2008-2010
Operating Income of Zhejiang Nanyang Technology (by Product), 2008-2010
Gross Margin of Zhejiang Nanyang Technology (by Product), 2008-2010
Operating Income of Zhejiang Nanyang Technology (by Region), 2008-2010
Operating Income and Total Profit of Shanghai Zijiang Enterprise Group, 2006-2010
Operating Income of Shanghai Zijiang Enterprise Group (by Industry), 2008-2010
Operating Income of Shanghai Zijiang Enterprise Group (by Product), 2008-2010
Gross Margin of Shanghai Zijiang Enterprise Group (by Product), 2008-2010
Operating Income and Total Profit of Sichuan Dongfang Insulating Material Co., Ltd, 2008-2010
Gross Margin of Main Business of Sichuan Dongfang Insulating Material Co., Ltd, 2008-2010
Operating Income of Sichuan Dongfang Insulating Material Co., Ltd (by Product), 2008-2010
Gross Margin of Sichuan Dongfang Insulating Material Co., Ltd (by Product), 2008-2010
Operating Income of Sichuan Dongfang Insulating Material Co., Ltd (by Region), 2008-2010
BOPP Operating Income, Operating Profit and Gross Margin of Sichuan Dongfang Insulating Material Co., Ltd, 2008-2010