2010-2011年全球及中国汽车玻璃行业研究报告 >> 水清木华研究中心

　　玻璃行业有两个特殊之处，一是对运输成本很敏感，二是生产线一旦开启，比较难以停工。

　　汽车玻璃也是如此，玻璃是易碎品，且价格不高，运输成本所占单价的比例就比较高。为了减少运输成本，厂家必须在地理位置上贴近下游客户。玻璃生产线的核心单元是窑炉（Furnace），窑炉有个特性，一旦停工需要很长时间才能复工，因此即使没有订单，窑炉也必须工作。也就是说玻璃生产线需要有非常稳定的足够的订单。这两点决定了汽车玻璃行业的地域性非常强。

　　中国的汽车零部件产业，特别是轿车的零部件产业，基本上都是受外资控制，而汽车玻璃行业则是例外，本土势力相当强大，其原因正是玻璃行业的地域性很强。

2010-2011年全球汽车玻璃厂家收入排名

研究整理：水清木华研究中心

　　在中国市场，福耀玻璃的市场占有率超过50%。福耀在长春、北京、上海、福清、重庆、武汉、广州都有生产基地，2012年还将建成郑州基地。

　　受限于合资政策，外资企业选择的中方合作伙伴地理位置不一定位于其客户的周边。AGC的生产基地在秦皇岛和佛山，其客户主要位于天津、武汉和广州。不过这些基地都是在2000年以后建成的，而AGC在1992年就进入中国，选择合作伙伴无法考虑地理因素。

　　同样尴尬境地的是NSG，其客户主要是在上海、天津、武汉和广州，而其在天津和广州没有生产基地。Saint-Gobain也是如此，其长春基地只是制造汽车玻璃的塑胶外框。

　　Guardian缺席中国市场，其收入下降也就不足为怪。PGW前身是PPG的汽车玻璃部门，后出售给Kohlberg，改名为PGW，其生产基地全部在北美。

Glass industry has two special features. First, it is very sensitive to the transport cost; second, once the production line runs, it is difficult to pause.

Automotive glass industry also has the above features. Glass is fragile and its price is not high, but the transport cost accounts for a relatively high proportion of the unit price. In order to reduce the transport cost, manufacturers must be geographically close to the downstream customers. The core elements of glass production lines are furnaces. Once a furnace suspends, it will take a long time to return to work. Therefore, even there are no orders, furnaces must work constantly. In other words, glass production lines require stable and enough orders. The transport cost and furnaces determine the strong regional feature of automotive glass industry.

China automotive parts industry, particularly sedan parts industry, is basically controlled by foreign enterprises. However, in China automotive glass industry, local enterprises take a dominating position due to the strong regional feature of automotive glass industry.

Ranking of Automotive Glass Manufacturers in the World by Revenue, 2010-2011 (USD mln)

Source: ResearchInChina

In China, Fuyao Glass has more than 50% market shares. Fuyao Glass has production bases in Changchun, Beijing, Shanghai, Fuqing, Chongqing, Wuhan and Guangzhou. Its Zhengzhou base will be built up in 2012.

Limited by the policy on joint ventures, Chinese partners chosen by foreign-funded enterprises may not be located in the periphery of their customers. AGC's production bases are in Foshan and Qinhuangdao, while its customers are mainly located in Tianjin, Wuhan and Guangzhou. However, these production bases were built after 2000, and AGC entered China in 1992 when it could not take geographical factors into account while choosing partners.

NSG is also in such an awkward position, its customers are mainly in Shanghai, Tianjin, Wuhan and Guangzhou, but it does not have production bases in Tianjin and Guangzhou. Saint-Gobain’s Changchun base only manufactures plastic frames for automotive glass.

Guardian has not entered the Chinese market, so its revenue decline is not surprising. Before sold to Kohlberg, PGW was the automotive glass sector of PPG, and all of its production bases are in North America.

第一章、汽车玻璃简介
1.1、汽车玻璃特性
1.2、汽车玻璃生产
1.3、功能化汽车玻璃

第二章、平板（浮法）玻璃行业概况
2.1、平板（浮法）玻璃产业链与市场规模
2.2、平板（浮法）玻璃产业
2.3、欧洲平板（浮法）玻璃产业
2.4、日本平板（浮法）玻璃产业
2.5、东南亚平板（浮法）玻璃产业
2.6、美国平板（浮法）玻璃产业
2.7、南美平板（浮法）玻璃产业
2.7、中国平板（浮法）玻璃产业
2.8、独联体平板（浮法）玻璃产业

第三章、全球汽车市场
3.1、2009-2016年全球汽车产量
3.2、全球汽车产业近况

第四章、中国汽车市场
4.1、中国汽车市场2010年回顾
4.1.1、2010年中国汽车市场纵览
4.1.2、2010年中国汽车市场格局
4.2、2011年中国汽车市场近况

第五章、汽车玻璃产业
5.1、全球汽车玻璃产业概况
5.2、中国汽车玻璃产业

第六章、汽车玻璃厂家研究
6.1、旭硝子AGC
6.2、板硝子NSG
6.2.1、长春皮尔金顿安全玻璃
6.2.2、桂林皮尔金顿安全玻璃有限公司
6.2.3、江苏皮尔金顿耀皮玻璃
6.2.4、常熟耀皮特种玻璃
6.2.5、武汉耀华皮尔金顿安全玻璃
6.3、上海耀华皮尔金顿
6.4、信义玻璃
6.5、福耀玻璃
6.6、圣戈班Saint-Gobain
6.7、山西利虎Shanxi Lihu Glass
6.8、广州东旭Guangzhou Dongxu Automotive Glass
6.9、常州工业技术
6.10、河北通用玻璃
6.11、海安耀华
6.12、文登明池
6.13、珠海华尚
6.14、 Pittsburgh Glass Works
6.15、台玻
6.16、Guardian

1. Overview of Automotive Glass
1.1 Characteristics
1.2 Production
1.3 Functional Automotive Glass

2. Overview of Flat (Float) Glass Industry
2.1 Industry Chain and Market Size
2.2 Industry
2.3 Europe
2.4 Japan
2.5 Southeast Asia
2.6 USA
2.7 South America
2.8 China
2.9 CIS

3. Global Automobile Market
3.1 Global Automobile Output in 2009-2016
3.2 Global Automobile Industry

4. Chinese Automobile Market
4.1 Chinese Automobile Market in 2010
4.1.1 Overview
4.1.2 Market Pattern
4.2 Chinese Automobile Market in 2011

5. Automotive Glass Industry
5.1 Overview of Global Automotive Glass Industry
5.2 Chinese Automotive Glass Industry

6. Automotive Glass Manufacturers
6.1 AGC
6.2 NSG
6.2.1 Changchun Pilkington Safety Glass
6.2.2 Guilin Pilkington Safety Glass
6.2.3 Jiangsu Pilkington SYP Glass
6.2.4 Changshu SYP Special Glass
6.2.5 Wuhan Yaohua Pilkington Safety Glass
6.3 Shanghai Yaohua Pilkington Glass
6.4 Xinyi Glass
6.5 Fuyao Glass
6.6 Saint-Gobain
6.7 Shanxi Lihu Glass
6.8 Guangzhou Dongxu Automotive Glass
6.9 Changzhou Industrial Technical Glass
6.10 Hebei Tongyong Glass
6.11 Haian Yaohua Safety Glass
6.12 Wendeng Mingchi Safety Glass
6.13 BSG Auto Glass
6.14 Pittsburgh Glass Works
6.15 Taiwan Glass
6.16 Guardian

浮法玻璃成本结构
汽车玻璃成本结构
全球15大平板（浮法）玻璃厂家产能排名
2008年全球平板（浮法）玻璃市场地域分布
2011年全球平板（浮法）玻璃市场地域分布
2008年欧洲平板（浮法）玻璃主要厂家市场占有率
2011年欧洲平板（浮法）玻璃主要厂家市场占有率
2008年欧洲平板（浮法）玻璃生产基地分布
2010年欧洲平板（浮法）玻璃生产基地分布
2010年日本平板（浮法）玻璃生产基地分布
2008年日本主要平板（浮法）玻璃厂家市场占有率
2011年日本主要平板（浮法）玻璃厂家市场占有率
2010年东南亚平板（浮法）玻璃生产基地分布
2008年东南亚主要平板（浮法）玻璃厂家市场占有率
2011年东南亚主要平板（浮法）玻璃厂家市场占有率
2008年美国主要平板（浮法）玻璃厂家市场占有率
2011年美国主要平板（浮法）玻璃厂家市场占有率
2008年美国主要平板（浮法）玻璃厂家工厂分布
2010年美国主要平板（浮法）玻璃厂家工厂分布
2010年南美平板（浮法）玻璃生产基地一览
2008年南美主要平板（浮法）玻璃厂家市场占有率
2011年南美主要平板（浮法）玻璃厂家市场占有率
2010年中国高质量浮法玻璃生产基地一览
2011年中国高质量浮法玻璃厂家市场占有率
2010年FSU浮法玻璃生产基地一览
2008年独联体主要平板（浮法）玻璃厂家市场占有率
2011年独联体主要平板（浮法）玻璃厂家市场占有率
2010年全球主要汽车玻璃OE厂家市场占有率
2011年全球主要汽车玻璃OE厂家市场占有率
2011年汽车玻璃OE厂家亚太市场占有率
2011年汽车玻璃OE厂家欧洲市场占有率
2011年汽车玻璃OE厂家美洲市场占有率
中国汽车玻璃产业配套情况
2011年中国轿车OEM配套市场主要厂家市场占有率
2004-2011年旭硝子收入与运营利润率
1999-2011年H1旭硝子平板（浮法）玻璃事业部收入与运营利润率
1999-2011年H1旭硝子电子显示与材料事业部收入与运营利润率
1999-2011年H1旭硝子化工事业部收入与运营利润率
1999-2011年H1旭硝子其他事业部收入与运营利润率
2008-2011年H1旭硝子收入地域分布
2008-2011年H1旭硝子平板（浮法）玻璃事业部产品收入结构
2010年旭硝子收入地域分布
2008-2011年H1旭硝子电子显示与材料事业部收入产品分布
2008-2011年H1旭硝子化工事业部收入产品分布
2008-2011财年旭硝子各事业部投资额度
2005-2012财年板硝子收入与运营利润率
FY2011年NSG收入部门与地域分布
FY2011年NSG运营利润部门与地域分布
2012财年1季度NSG收入部门分布
板硝子2012财年1季度汽车玻璃事业部各地区表现
2003-2011年耀皮玻璃收入与运营利润
耀皮玻璃股东结构
2004-2011年信义玻璃收入与毛利率
2004-2011年信义玻璃收入与运营利润率
2007-2011年H1信义玻璃收入产品分布
2009-2011年H1信义玻璃收入地域分布
2007-2011信义汽车玻璃收入与毛利率
2007-2011信义汽车玻璃销量与平均价格
2006-2011年福耀玻璃收入与运营利润率

2008\2010年全球平板（浮法）玻璃市场规模
2010-2011年世界主要平板（浮法）玻璃厂家收入排名
2010-2011年全球汽车玻璃厂家收入排名
2005-2009年旭硝子汽车玻璃（中国）有限公司部分财务数据
2003-2010年耀皮玻璃简要财务数据
福耀玻璃各生产线现状
福耀各生产基地
圣戈班汽车玻璃三子公司2007-2010年收入
台玻各生产线产能

Float Glass Cost Structure
Automotive Glass Cost Structure
Ranking of Top 15 Flat (Float) Glass Manufacturers by Capacity in the World
Geographical Distribution of Global Flat (Float) Glass Market, 2008
Geographical Distribution of Global Flat (Float) Glass Market, 2011
Market Shares of Major Flat (Float) Glass Manufacturers in Europe, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in Europe, 2011
Distribution of Flat (Float) Glass Production Bases in Europe, 2008
Distribution of Flat (Float) Glass Production Bases in Europe, 2010
Distribution of Flat (Float) Glass Production Bases in Japan, 2010
Market Shares of Major Flat (Float) Glass Manufacturers in Japan, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in Japan, 2011
Distribution of Flat (Float) Glass Production Bases in Southeast Asia, 2010
Market Shares of Major Flat (Float) Glass Manufacturers in Southeast Asia, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in Southeast Asia, 2011
Market Shares of Major Flat (Float) Glass Manufacturers in USA, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in USA, 2011
Plant Distribution of Major Plate (Float) Glass Manufacturers in USA, 2008
Plant Distribution of Major Plate (Float) Glass Manufacturers in USA, 2010
Flat (Float) Glass Production Bases in South America, 2010
Market Shares of Major Flat (Float) Glass Manufacturers in South America, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in South America, 2011
High-quality Float Glass Production Bases in China, 2010
Market Shares of High-quality Float Glass Manufacturers in China, 2011
FSU Float Glass Production Bases, 2010
Market Shares of Major Flat (Float) Glass Manufacturers in CIS, 2008
Market Shares of Major Flat (Float) Glass Manufacturers in CIS, 2011
Market Shares of Major Automotive Glass OE Manufacturers in the World, 2010
Market Shares of Major Automotive Glass OE Manufacturers in the World, 2011
Market Shares of Major Automotive Glass OE Manufacturers in Asia-Pacific, 2011
Market Shares of Major Automotive Glass OE Manufacturers in Europe, 2011
Market Shares of Major Automotive Glass OE Manufacturers in America, 2011
OEM Supply of China Automotive Glass Industry
Market Shares of Major Sedan OEMs in China, 2011
AGC's Revenue and Operating Margin, 2004-2011
Revenue and Operating Margin of AGC's Flat (Float) Glass Division, 1999-H1 2011
Revenue and Operating Margin of AGC's Electronic Display and Materials Division, 1999-H1 2011
Revenue and Operating Margin of AGC's Chemical Division, 1999-H1 2011
Revenue and Operating Margin of AGC's Other Divisions, 1999-H1 2011
AGC's Revenue by Region, 2008-H1 2011
Product Revenue Structure of AGC's Flat (Float) Glass Division, 2008-H1 2011
AGC's Revenue by Region, 2010
Revenue of AGC's Electronic Display and Materials Division by Product, 2008-H1 2011
Revenue of AGC's Chemical Division by Product, 2008-H1 2011
Investment Quota of AGC by Division, FY2008-FY2011
NSG's Revenue and Operating Margin, FY2005-FY2012
NSG's Revenue by Division and Region, FY2011
NSG's Operating Income by Division and Region, FY2011
NSG's Revenue by Division, Q1 FY2012
Performance of NSG's Automotive Glass Division by Region, Q1 FY2012
Revenue and Operating Income of SYP Glass, 2003-2011
Shareholder Structure of SYP Glass
Revenue and Gross Margin of Xinyi Glass, 2004-2011
Revenue and Operating Margin of Xinyi Glass, 2004-2011
Revenue of Xinyi Glass by Product, 2007-H1 2011
Revenue of Xinyi Glass by Region, 2009-H1 2011
Automotive Glass Revenue and Gross Margin of Xinyi Glass, 2007-2011
Automotive Glass Sales Volume and Average Price of Xinyi Glass, 2007-2011
Revenue and Operating Margin of Fuyao Glass, 2006-2011

Global Flat (Float) Glass Market Scale, 2008 \ 2010
Ranking of Major Flat (Float) Glass Manufacturers in the World by Revenue, 2010-2011
Ranking of Automotive Glass Manufacturers in the World by Revenue, 2010-2011
Financial Data of AGC Automotive Glass (China), 2005-2009
Brief Financial Data of SYP Glass, 2003-2010
Production Lines of Fuyao Glass
Production Bases of Fuyao Glass
Revenue of Saint-Gobain's Three Automotive Glass Subsidiaries, 2007-2010
Capacity of Taiwan Glass by Production Line