2010-2011年全球及中国海洋涂料行业研究报告 >> 水清木华研究中心

　　海洋涂料产业起源于欧洲，主要服务于造船业、海运业和海上工程。北欧和西欧国家在开发北海油田的过程中获得了丰富的海洋涂料制造经验，其性能一流，且极低温度下也可施工，使得前苏联的航空母舰都不得不采用挪威Jotun的涂料。

　　全球海洋涂料产业非常集中，主要的厂家只有6家。分别是AkzoNobel旗下的International Paints、PPG、Hempel、Jotun、Kansai、Chugoku。后两家为日系，其余以欧系为主。PPG虽然是美国厂家，但其海洋涂料业务源自2008年1月收购的Sigma Kalon。Sigma是一家荷兰企业，1722年就开始为荷兰海军提供保护涂料了。

　　International Paints是一家英国企业，成立于1881年，1998年被AkzoNobel兼并。Jotun是家挪威企业，也是全球最大的海洋涂料厂家。Hempel是丹麦企业。Kansai主要做汽车涂料，不过其与全球最大的集装箱厂家COSCO合资，就顺利成为中国最大的集装箱涂料企业之一。

　　中国是海洋涂料的最大市场，中国不仅造船数量全球第一，集装箱产量、港口设备产量、跨海大桥数量都是全球第一。不过中国的海洋涂料市场完全被国外厂家或合资厂家占据，本土企业只能从事小型军事舰船的涂料业务，市场占有率低于5%。全球6大海洋涂料厂家在中国都有合资工厂，中国企业提供廉价劳动力，外方提供先进技术。

　　2010年，中国造船业问鼎全球第一，2010年中国造船业获得的新订单额（New Order）达到363亿美元，全球市场占有率38%，韩国的市场占有率紧缩其后，达到37%。不过近期的造船市场出现了逆转。截止2011年9月底，韩国造船业获得的新订单额上升到43.6亿美元。而中国造船业获得的新订单额急速下降到13.5亿美元，不到2010年同期的40%。中国十大船厂中6家船厂在2011年3季度颗粒未收。这对中国海洋涂料产业也带来不利的影响。

　　中国海洋涂料产业的落后源于基础工业的薄弱，涂料的上游原材料环氧树脂，特别是高性能环氧树脂无法生产。

Originated in Europe, the marine coating industry primarily serves the shipbuilding industry, ocean shipping industry and offshore engineering. Northern and Western European countries have accumulated rich experience in marine coating production, and the marine coatings they produced have excellent performance and enable construction at extremely low temperatures, as a result, even the aircraft carriers of the former Soviet Union had to use the coatings of Norwegian Jotun.

The global marine coating industry is highly concentrated, with only six major manufacturers, namely, AkzoNobel's International Paints, PPG, Hempel, Jotun, Kansai, and Chugoku. The latter two are Japanese enterprises and the rest are mostly European ones. PPG is an enterprise of the United States, but its marine coating business is originated from Sigma Kalon acquired in January 2008. Sigma is a Dutch company which has provided the Dutch Navy with protective coatings since 1722.

International Paints is a British company founded in 1881 and merged by AkzoNobel in 1998. Jotun is a Norwegian company, and is also the world's largest producer of marine coatings. Hempel is a Danish company. Kansai is mainly engaged in automotive coating business, but after establishing a joint venture with COSCO, the world’s largest container owner, it successfully became one of the largest container coating manufacturers in China.

With the largest output of shipbuilding, container and port equipment as well as the most cross-sea bridges in the world, China is the largest marine coating market. However, the Chinese marine coating market is almost monopolized by foreign enterprises and joint ventures, domestic enterprises can only be engaged in the business of coatings for small military ships and hold a market share of less than 5%. All the top six marine coating manufacturers have joint ventures in China, with Chinese enterprises offering cheap labor and foreign enterprises providing advanced technologies.

In 2010, the Chinese shipbuilding industry took the lead in the world with new orders of USD36.3 billion, accounting for 38% of the global market, followed by South Korea with 37%. However, the shipbuilding market has seen a reversal recently. As of the end of September 2011, South Korean shipbuilding industry increased its new orders to USD 4.36 billion, while Chinese shipbuilding industry saw its new orders plummet to USD 1.35 billion, less than 40% of the new orders in the same period of 2010. Six of the top 10 Chinese shipbuilding enterprises received no new orders in Q3 2011, which has adversely affected the Chinese marine coating industry.

The backwardness of Chinese marine coating industry resides in the weakness of basic industries. Epoxy resin (especially high-performance epoxy resin), a raw material of coating, is in short supply in China.

2010年全球涂料市场下游分布
2000年全球涂料市场地域分布
2011年全球涂料市场地域分布
2010年PMC市场下游分布
2010年PMC主要厂家市场占有率
2010年船舶用涂料主要厂家市场占有率
2010年集装箱用涂料主要厂家市场占有率
2010年中国船舶用涂料主要厂家市场占有率
2005-2011年AkzoNobel收入与EBITDA
2007-2011年前3季度AkzoNobel收入部门分布
2007-2011年前3季度AkzoNobel运营利润部门分布
2007-2010年AkzoNobel Revenue by destination
2007-2010年AkzoNobel Revenue by origin
2011年AkzoNobel 的Specialty Chemicals部门收入业务分布
2011年AkzoNobel 的Specialty Chemicals部门收入by destination
2010年Specialty Chemicals部门Functional Chemicals业务收入by destination
2010年Specialty Chemicals部门Pulp and Paper Chemicals业务收入 by destination
2010年Specialty Chemicals部门Surface Chemistry业务收入by destination
2010年AkzoNobel 的Performance Coating部门收入业务分布
2010年AkzoNobel 的Performance Coating部门收入by destination
2010年AkzoNobel 的Performance Coating部门Marine and Protective Coatings业务收入by destination
2010年AkzoNobel 的Performance Coating部门Car Refinishes业务收入by destination
2010年AkzoNobel 的Performance Coating部门Industrial Coatings业务收入by destination
2010年AkzoNobel 的Performance Coating部门Powder Coatings业务收入by destination
2010年AkzoNobel 的Performance Coating部门Wood Finishes and Adhesives业务收入by destination
2010年AkzoNobel 的Decorative Paints部门收入by destination
中国AkzoNobel业务结构
中国AkzoNobel分布
中国AkzoNobel部门分布
2000-2015年AkzoNobel中国区收入
2010年AkzoNobel中国区市场地位
2007-2010年AkzoNobel中国区收入与营业利润
2010年PPG 涂料业务收入地域分布
2008-2010年PPG销量
2010年PPG收入业务分布
2004-2010年PPG Automotive Refinish Coatings Sales
PPG汽车修补涂料收入地域分布
2004-2010年PPG Aerospace Coating Sales
2004-2010年PPG Architectural Coating Sales
2004-2010年PPG Protective & Marine Coatings (PMC) Sales
2010年PPG Protective & Marine Coatings (PMC) Sales by region
2010年PPG Industrial Coatings Sales by region
2010年PPG Automotive OEM Coating Sales by region
2008-2010年 PPG Architectural Coatings EMEA Sales and Margin
2010年PPG亚太区收入地域分布
2007-2012财年关西涂料收入与运营利润率
2010-2011财年关西涂料收入地域分布
2010-2011财年关西涂料收入下游应用分布
FY2006-FY2011财年Kansai Paint收入应用分布
FY2006-FY2011财年Kansai Paint日本国内汽车涂料部门收入与日本汽车产量
FY2006-FY2011财年Kansai Paint汽车修补用涂料收入
FY2006-FY2011财年Kansai Paint工业涂料收入
FY2006-FY2011财年Kansai Paint建筑涂料收入
FY2006-FY2011财年Kansai Paint船舶涂料收入
FY2006-FY2011财年Kansai Paint中国基地销售额与营业利润
2006-2011年中远关西收入与运营利润率
2006-2011H1中远关西出货量
2006-2012财年NipponPaints收入与运营利润率
2009-2011财年NipponPaints收入部门分布
2005-2010年NipponPaints中国区收入
2006-2010年Jotun销售额与运营利润
2006-2010年Jotun销售额部门分布
2006-2010年Hempel销售额
2006-2010年Hempel销量
2006-2010年Hempel员工量
2006-2010年Hempel税后净利
2006-2012财年CHUGOKU MARINE PAINTS销售额与运营利润率
2006-2011财年CHUGOKU MARINE PAINTS销售额下游应用分布
2010-2011财年CHUGOKU MARINE PAINTS销售额地域分布
2006-2011财年RPM收入与EBIT
2006-2011财年RPM工业级部门收入与EBIT
2006-2011财年RPM民用级部门收入与EBIT
2003-2011年KCC收入与运营利润率
2010-2011年H1 KCC涂料业务各子公司收入
2010-2011年H1 KCC涂料业务各子公司产量
2006-2012财年大日本涂料收入与运营利润率
2005-2011年三星重工收入与运营利润率
2006-2010年三星重工收入业务分布
2006-2011 Oct三星重工在手定单（Backlog）金额
三星重工新订单类型分布
2006-2011Oct三星重工新订单类型分布
2011 Oct三星重工在手定单（Backlog）类型分布
2011 Oct三星重工在手定单（Backlog）地域分布
三星重工全球分布
2005-2011年现代重工收入与运营利润率
2010年现代重工收入部门分布
2005-2011年现代重工收入部门分布
2001-2011年现代重工造船新订单金额
2001-2011年现代重工造船销售额与新订单金额
2010年现代重工造船业务收入产品分布
2011年7月现代重工新订单船型分布
2011年7月现代重工在手订单船型分布
2007-2011年现代重工各工厂造船出货量吨位
2007-2011年现代重工各工厂造船量
2005-2011年DSME收入与运营利润率
2008-2010年DSME收入船型分布
2008-2010年DSME新订单船型分布
2008-2010年DSME在手订单船型分布
2005-2011年STX收入与运营利润率
2007-2011年熔盛重工收入与运营利润率
2010、H1/2011熔盛重工收入地域分布
H1/2011熔盛重工新订单额
H1/2011熔盛重工在手订单船型分布
2005-2011年扬子江船业收入与运营利润率
2005-2011年Keppel收入与运营利润率
2005-9M 2011Keppel收入业务分布
2005-9M 2011Keppel运营利润业务分布
2010年AkzoNobel EBIT By Region
2011年10月底DSME新订单、在手订单船型分布
2011年9月底Keppel在手订单一览

Global Coating Market by Application, 2010
Global Coating Market by Region, 2000
Global Coating Market by Region, 2011
PMC Market by Application, 2010
PMC Market by Enterprise, 2010
Marine Coating Market Breakdown by Enterprise, 2010
Container Coating Market Breakdown by Enterprise, 2010
Chinese Marine Coating Market Breakdown by Enterprise, 2010
Revenue and EBITDA of AkzoNobel, 2005-2011
Revenue of AkzoNobel by Sector, 2007-Q1-Q3 2011
Operating Income of AkzoNobel by Division, 2007-Q1-Q3 2011
Revenue of AkzoNobel by Destination, 2007-2010
Revenue of AkzoNobel by Origin, 2007-2010
Revenue of AkzoNobel’s Specialty Chemicals Division by Business, 2011
Revenue of AkzoNobel’s Specialty Chemicals Division by Destination, 2011
Revenue of Functional Chemicals Business of AkzoNobel’s Specialty Chemicals Division by Destination, 2010
Revenue of Pulp and Paper Chemicals Business of AkzoNobel’s Specialty Chemicals Division by Destination, 2010
Revenue of Surface Chemistry Business of AkzoNobel’s Specialty Chemicals Division by Destination, 2010
Revenue of AkzoNobel’s Performance Coating Division by Business, 2010
Revenue of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of Marine and Protective Coatings Business of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of Car Refinishes Business of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of Industrial Coatings Business of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of Powder Coatings Business of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of Wood Finishes and Adhesives Business of AkzoNobel’s Performance Coating Division by Destination, 2010
Revenue of AkzoNobel’s Decorative Paints Division by Destination, 2010
Business Structure of AkzoNobel China
Distribution of AkzoNobel China
Divisions of AkzoNobel China
Revenue of AkzoNobel China, 2000-2015
Market Position of AkzoNobel China, 2010
Revenue and Operating Income of AkzoNobel China, 2007-2010
Coating Revenue Breakdown of PPG by Region, 2010
Sales Volume of PPG, 2008-2010
Revenue Breakdown of PPG by Business, 2010
PPG Automotive Refinish Coatings Sales, 2004-2010
Automotive Refinish Coating Revenue of PPG by Region
PPG Aerospace Coating Sales, 2004-2010
PPG Architectural Coating Sales, 2004-2010
PPG Protective & Marine Coatings (PMC) Sales, 2004-2010
PPG Protective & Marine Coatings (PMC) Sales by Region, 2010
PPG Industrial Coatings Sales by Region, 2010
PPG Automotive OEM Coating Sales by Region, 2010
PPG Architectural Coatings EMEA Sales and Profit Margin, 2008-2010
Revenue of PPG Asia-Pacific by Region, 2010
Revenue and Operating Margin of Kansai Paint, FY2007-FY2012
Revenue of Kansai Paint by Region, FY2010-FY2011
Revenue Breakdown of Kansai Paint by Application, FY2010-FY2011
Revenue of Kansai Paint by Application, FY2006-FY2011
Revenue of Japan-based Automotive Coating Division of Kansai Paint and Automobile Output of Japan, FY2006-FY2011
Automotive Refinish Coating Revenue of Kansai Paint, FY2006-FY2011
Industrial Coating Revenue of Kansai Paint, FY2006-FY2011
Architectural Coating Revenue of Kansai Paint, FY2006-FY2011
Marine Coating Revenue of Kansai Paint, FY2006-FY2011
Sales and Operating Income of Kansai Paint Bases in China, FY2006-FY2011
Revenue and Operating Margin of COSCO Kansai, 2006-2011
Shipment of COSCO Kansai, 2006-H1 2011
Revenue and Operating Margin of Nippon Paint, FY2006-FY2012
Revenue of Nippon Paint by Division, FY2009-FY2011
Revenue of Nippon Paint China, 2005-2010
Sales and Operating Income of Jotun, 2006-2010
Sales of Jotun by Division, 2006-2010
Sales of Hempel, 2006-2010
Sales Volume of Hempel, 2006-2010
Employment of Hempel, 2006-2010
Net Income after Tax of Hempel, 2006-2010
Sales and Operating Margin of Chugoku Marine Paints, FY2006-FY2012
Sales of Chugoku Marine Paints by Application, FY2006-FY2011
Sales of Chugoku Marine Paints by Region, FY2010-FY2011
Revenue and EBIT of RPM, FY2006-FY2011
Revenue and EBIT of RPM’s Industrial Division, FY2006-FY2011
Revenue and EBIT of RPM’s Civilian Division, FY2006-FY2011
Revenue and Operating Margin of KCC, 2003-2011
Coating Revenue of KCC by Subsidiary, 2010-H1 2011
Coating Output of KCC by Subsidiary, 2010-H1 2011
Revenue and Operating Margin of Dai Nippon Toryo, FY2006-FY2012
Revenue and Operating Margin of Samsung Heavy Industries, 2005-2011
Revenue of Samsung Heavy Industries by Business, 2006-2010
Order Backlog of Samsung Heavy Industries, 2006-Oct 2011
New Orders of Samsung Heavy Industries by Type
New Orders of Samsung Heavy Industries by Type, 2006-Oct. 2011
Order Backlog of Samsung Heavy Industries by Type, Oct. 2011
Order Backlog of Samsung Heavy Industries by Region, Oct. 2011
Global Distribution of Samsung Heavy Industries
Revenue and Operating Margin of Hyundai Heavy Industries, 2005-2011
Revenue of Hyundai Heavy Industries by Division, 2010
Revenue of Hyundai Heavy Industries by Division, 2005-2011
Shipbuilding News Orders of Hyundai Heavy Industries, 2001-2011
Annual Sales and New Orders of Hyundai Heavy Industries, 2001-2011
Shipbuilding Business Revenue of Hyundai Heavy Industries by Product, 2010
New Orders of Hyundai Heavy Industries by Ship Type, Jul. 2011
Order Backlog of Hyundai Heavy Industries by Ship Type, Jul. 2011
Annual Delivery of Hyundai Heavy Industries by Plant, 2007-2011
Number of Vessels of Hyundai Heavy Industries by Plant, 2007-2011
Revenue and Operating Margin of DSME, 2005-2011
Revenue of DSME by Ship Type, 2008-2010
New Orders of DSME by Ship Type, 2008-2010
Order Backlog of DSME by Ship Type, 2008-2010
Revenue and Operating Margin of STX, 2005-2011
Revenue and Operating Margin of Rongsheng Heavy Industries, 2007-2011
Revenue of Rongsheng Heavy Industries by Region, 2010 & H1 2011
New Orders of Rongsheng Heavy Industries, H1 2011
Order Backlog of Rongsheng Heavy Industries by Ship Type, H1 2011
Revenue and Operating Margin of Yangzijiang Shipbuilding, 2005-2011
Revenue and Operating Margin of Keppel, 2005-2011
Revenue Breakdown of Keppel by Business, 2005-9M 2011
Operating Income Breakdown of Keppel by Business, 2005-9M 2011
EBIT of AkzoNobel by Region, 2010
New Orders and Order Backlog of DSME by Ship Type, End of Oct. 2011
Order Backlog of Keppel, End of Sep. 2011