2012-2015年中国非标特材装备行业研究报告 >> 水清木华研究中心

　　中国非标特材装备行业的发展是新材料产业、先进装备制造业快速发展结合而形成的新兴产业，是中国重点鼓励发展的行业。近年来，在石油化工、精细化工、煤化工以及湿法冶金等下游行业固定资产投资增长较快，中国非标特材装备行业实现了快速增长。

　　非标特材装备行业主要包括非标特材压力容器、压力管道及管件两大类产品，其中，非标特材压力容器产值规模较大。2011年，中国非标特材压力容器产品市场需求规模约为328亿元，非标特材压力管道产品市场需求规模约为146亿元。未来随着下游化工、制药、冶金、海洋设备等行业对压力容器、压力管道等核心设备的抗腐蚀、耐高温等性能要求的提高，以高级不锈钢、有色金属复合材料为主要材质的非标特材装备市场需求前景比较广阔。

　　目前，中国非标特材装备生产企业区域集中度较高，已形成分别以南京为中心的华东区、宝鸡为中心的西北区和以沈阳为中心的环渤海区三个产业集中地。

　　中国非标特材装备生产企业主要分为两部分。一是以生产碳钢及一般不锈钢材质压力容器产品为主的生产企业，这部分企业在特材压力容器产品领域尚未形成较大的生产能力，但拥有良好的生产设备和销售渠道，代表企业有中国一重、二重重装、张化机等企业。

　　二是以非标特材装备为主导产品的生产企业，这部分企业目前中国有400多家，但具备自主设计、研发并规模化生产的企业只有十几家。其中，宝色股份、斯迈柯、中圣高科、西安核设备制造有限公司等是这一领域的领先企业。

　　宝色股份控股股东是宝钛集团，公司在钛材、锆钛等上游原料的供应上具备一定的优势。近年来，随着下游行业对非标特材装备需求的快速增长，公司产品生产逐步达到满负荷状态，公司加大了新项目的投资力度，2009-2011年，公司综合产能从8000吨上升至11850吨。

　　斯迈柯是一家集研发、设计及生产为一体的非标特材装备生产企业，主要产品包括反应器、换热器、分离器、储存容器等。近年来，公司产能一直较为紧张，为满足持续增长的订单需求，公司于2009年对生产厂房进行了扩建改造，目前公司现有实际产能接近4500吨/年。

　　中升集团是一家在新加坡上市的企业，具备锆、钛、镍、钽等有色金属及其复合材料的标准、非标压力容器、压力管道产品的设计生产能力，热交换器及压力容器是公司主导产品。

In China, the non-standard special material equipment industry is an emerging industry derived from the fast development of new material industry and advanced equipment manufacturing, particularly encouraged by the government. In recent years, following the increasing fixed asset investments in downstream sectors such as petrochemicals, fine chemicals, coal chemicals and hydrometallurgy, the non-standard special material equipment industry of China has seen rapid growth.

The non-standard special material equipment industry covers two major categories of products, i.e. non-standard special material pressure vessels and pressure pipes & pipe fittings, of which, the former is provided with large scale of output value. In 2011, Chinese market demand for non-standard special material pressure vessel products was approximately RMB32.8 billion, while for non-standard special material pressure pipe products about RMB14.6 billion. In future, with the higher requirements on anti-corrosion, thermostability and other properties of core equipments like pressure vessels and pressure pipes from downstream chemicals, pharmaceuticals, metallurgy, marine equipment, etc., the high-grade stainless steel, non-ferrous metal composite materials-oriented non-standard special material equipment has considerably broad prospects for market demand.

At present, Chinese non-standard special material equipment manufacturers enjoys a higher regional concentration, located in three industrial clusters i.e. the Eastern Region centered by Nanjing, the Northwestern Region centered by Baoji, and the Circum-Bohai-Sea Region centered by Shenyang.

In China, non-standard special material equipment manufacturers are mainly divided into two groups. First, ones engaged in the manufacturing of carbon steel and general stainless steel pressure vessel products, which haven’t developed high production capacity in the field of special material pressure vessel products, but equipped with benign manufacturing facilities and marketing channels; representative firms include China First Heavy Industries (CFHI), China National Erzhong Group, Zhangjiagang Chemical Machinery, etc..

Second, ones with non-standard special material equipments as leading products. There are currently over 400 such manufacturers in China, while only more than a dozen enterprises possess independent design, R&D and large-scale production, of which, Nanjing Baose Co., Ltd., Nanjing Special Metal Equipment Co.,Ltd., Jiangsu Sunpower Technology Co., Ltd. and Xi'an Nuclear Equipment Co., Ltd. are leaders in this area.

With Baoti Group as its controlling shareholder, Nanjing Baose Co., Ltd boasts certain superiorities in the supply of titanium, zirconate titanate and other upstream materials. In recent years, following the fast-growing demand for non-standard special material equipments from downstream industries, the company’s product manufacturing has gradually achieved full-load status. Through the efforts to increase investment in new projects, the comprehensive productivity rose from 8,000 tons in 2009 to 11,850 tons in 2011.

As a non-standard special material equipment manufacturer integrating R&D, design and production, Nanjing Special Metal Equipment Co.,Ltd is occupied in the manufacturing of reactors, heat exchangers, separators, storage vessels, etc.. The capacity has been relatively tight over the years, in order to satisfy the ever-increasing order request, the company has launched expansion reconstruction of production plants in 2009, and now it has owned the real capacity of nearly 4,500 t/a.

The Singapore-listed Sunpower Group is capable of designing and producing standard and non-standard pressure vessel and pressure pipe products made from zirconium, titanium, nickel, tantalum and other non-ferrous metals and their composite materials, with heat exchangers and pressure vessels as its leading products.

第一章非标特材装备行业概述
1.1 产品界定
1.2 产业链
1.3 市场壁垒
1.3.1 技术性壁垒
1.3.2 非标准定制的壁垒
1.3.3 资金壁垒
1.3.4 生产许可壁垒

第二章中国非标特材装备行业发展环境
2.1 全球行业发展概述
2.2 政策环境

第三章中国非标特材装备行业发展现状
3.1 发展概述
3.2 市场规模
3.2.1 压力容器
3.2.2 压力管道
3.3 竞争格局

第四章上下游产业发展情况
4.1 上游行业
4.1.1 有色金属
4.2.2 高级不锈钢
4.2.3 金属复合材料
4.2 下游行业
4.2.1 石油化工
4.2.2 精细化工
4.2.3 煤化工
4.2.4 冶金行业
4.2.5 电力行业

第五章主要企业
5.1 中国一重
5.1.1 公司简介
5.1.2 经营情况
5.1.3 收入结构
5.1.4 毛利率
5.1.5 主要在建项目
5.1.6 2012-2014年经营业绩预测
5.2 二重重装
5.2.1 公司简介
5.2.2 经营情况
5.2.3 收入结构
5.2.4 毛利率
5.2.5 2012-2014年经营业绩预测
5.3 中圣集团
5.3.1 公司简介
5.3.2 经营情况
5.4 张化机
5.4.1 公司简介
5.4.2 经营情况
5.4.3 收入结构
5.4.4 毛利率
5.4.5 经营业绩预测
5.5 科新机电
5.5.1 公司简介
5.5.2 经营情况
5.5.3 收入结构
5.5.4 毛利率
5.5.5 2012-2014年经营业绩预测
5.6 宝色股份
5.6.1 公司简介
5.6.2 经营情况
5.6.3 主要客户
5.6.4 募投项目
5.7 斯迈柯
5.7.1 公司简介
5.7.2 经营情况
5.7.3 拟建项目
5.8 上海森松
5.9 西北有色
5.9.1 公司简介
5.9.2 经营情况
5.9.3 西部材料
5.10 东方钛业
5.10.1 公司简介
5.10.2 经营情况
5.11 辽宁新华阳
5.12 沈阳派司

1. Overview of Non-standard Special Material Equipment
1.1 Product Identification
1.2 Industry Chain
1.3 Market Barriers
1.3.1 Technology
1.3.2 Non-standard Customization
1.3.3 Capital
1.3.4 Production Permit

2. Development Environment of China Non-standard Special Material Equipment Industry
2.1 Overview of Global Industry Development
2.2 Policy Environment

3. Development Status of China Non-standard Special Material Equipment Industry
3.1 Development Overview
3.2 Market Size
3.2.1 Pressure Vessel
3.2.2 Pressure Pipe
3.3 Competitive Landscape

4. Development of Upstream and Downstream Industries
4.1 Upstream Industry
4.1.1 Non-ferrous Metal
4.2.2 High-grade Stainless Steel
4.2.3 Metal Composite Material
4.2 Downstream Industry
4.2.1 Petrochemical Industry
4.2.2 Fine Chemical Industry
4.2.3 Coal Chemical Industry
4.2.4 Metallurgical Industry
4.2.5 Electric Power Industry

5. Key Enterprises
5.1 China First Heavy Industries (CFHI)
5.1.1 Profile
5.1.2 Operation
5.1.3 Revenue Structure
5.1.4 Gross Margin
5.1.5 Major Projects under Construction
5.1.6 Business Performance Prediction 2012-2014
5.2 China National Erzhong Group
5.2.1 Profile
5.2.2 Operation
5.2.3 Revenue Structure
5.2.4 Gross Margin
5.2.5 Business Performance Prediction 2012-2014
5.3 Sunpower Group
5.3.1 Profile
5.3.2 Operation
5.4 Zhangjiagang Chemical Machinery
5.4.1 Profile
5.4.2 Operation
5.4.3 Revenue Structure
5.4.4 Gross Margin
5.4.5 Business Performance Prediction
5.5 Sichuan Kexin Mechanical and Electrical Equipment
5.5.1 Profile
5.5.2 Operation
5.5.3 Revenue Structure
5.5.4 Gross Margin
5.5.5 Business Performance Prediction 2012-2014
5.6 Nanjing Baose
5.6.1 Profile
5.6.2 Operation
5.6.3 Major Clients
5.6.4 Fundraising Projects
5.7 Nanjing Special Metal Equipment
5.7.1 Profile
5.7.2 Operation
5.7.3 Proposed Projects
5.8 Shanghai Morimatsu
5.9 Northwest Institute for Non-ferrous Metal Research
5.9.1 Profile
5.9.2 Operation
5.9.3 Western Metal Materials
5.10 Shenyang Orient Titanium Industry
5.10.1 Profile
5.10.2 Operation
5.11 Liaoning New Huayang Weiye Equipment Manufacturing
5.12 Shenyang Pass Titanium

图：非标特材装备行业产业链结构图
表：全球非标特材装备行业发展历程
图：2006-2015年全球非标特材装备市场需求规模及预测
表：中国非标特材装备行业主要法律法规
表：中国非标特材装备行业主要产业政策
图：2006-2015年中国非标压力容器市场规模
图：2006-2010年中国非标压力容器市场结构（分材质）
图：2006-2015年中国非标特材压力容器市场规模
图：2006-2015年中国金属焊接压力管道市场规模
图：2006-2015年中国特材压力管道市场规模
图：2006-2010年中国金属焊接压力管道市场结构（分材质）
图：2004-2011年中国ASME持证厂商数量
表：中国非标特材装备行业主要集中地区及代表企业
图：2005-2012年中国现货铜价格
图：2005-2012年中国现货镍价格
图：2005-2012年中国海绵钛价格
图：2005-2012年中国海绵锆价格
图：非标特材装备主要应用领域
图：2006-2015年中国石化行业总产值及预测
表：2010-2020年中国煤化工主要产品产量预测
图：2006-2015年中国十种有色金属产量及预测
图：2006-2012年中国火电发电量
图：2006-2012年中国核电发电量（
图：2008-2012年中国一重营业收入及净利润
表：2010-2012年中国一重营业收入（分产品）
表：2010-2012年中国一重营业收入（分地区）
表：2011-2012年中国一重毛利率（分产品）
表：2012年中国一重在建项目
图：2012-2014年中国一重营业收入及净利润
图：2008-2012年二重重装营业收入及净利润
表：2010-2012年二重重装营业收入（分产品）
表：2010-2012年二重重装营业收入（分地区）
表：2010-2012年二重重装毛利率（分产品）
图：2012-2014年二重重装营业收入及净利润
图：2007-2012年中圣集团营业收入及净利润
图：2010-2011年中圣集团营业收入结构
图：2008-2012年张化机营业收入及净利润
表：2010-2012年张化机营业收入（分产品）
表：2010-2012年张化机毛利率（分产品）
图：2012-2014年张化机营业收入及净利润
图：2008-2012年科新机电营业收入及净利润
表：2010-2012年科新机电营业收入（分产品）
表：2010-2012年科新机电毛利率（分产品）
图：2012-2014年科新机电营业收入及净利润
表：2009-2011年宝色股份压力容器产销量及销售收入
表：2009-2011年宝色股份管道管件产销量及销售收入
图：2009-2011年宝色股份营业收入及净利润
图：宝色股份主要下游客户
表：2008-2011年斯迈柯特种金属压力容器产销量及产销率
表：2008-2011年斯迈柯营业收入及净利润
表：森松集团（中国）产品销售领域及典型客户
表：2009年森松集团（中国）主要子公司营业收入及利润总额
图：2007-2011年西北有色金属研究院综合收入
图：2008-2012年西部材料营业收入及净利润
图：2004-2009年东方钛业营业收入
图：2004-2009年沈阳派司营业收入

Non-standard Special Material Equipment Industry Chain Structure
Development History of Global Non-standard Special Material Equipment Industry
Global Non-standard Special Material Equipment Market Demand Scale, 2006-2015E
Major Laws & Regulations on China Non-standard Special Material Equipment Industry
Major Industrial Policies on China Non-standard Special Material Equipment Industry
Non-standard Pressure Vessel Market Size in China, 2006-2015
Non-standard Pressure Vessel Market Structure in China (by Material), 2006-2010
Non-standard Special Material Pressure Vessel Market Size in China, 2006-2015
Weld Metal Pressure Pipe Market Size in China, 2006-2015
Special Material Pressure Pipe Market Size in China, 2006-2015
Weld Metal Pressure Pipe Market Structure in China (by Material), 2006-2010
Number of ASME Manufacturers in China, 2004-2011
Concentration Areas and Representative Firms of China Non-standard Special Material Equipment Industry
Copper Spot Price in China, 2005-2012
Nickel Spot Price in China, 2005-2012
Titanium Sponge Price in China, 2005-2012
Zirconium Sponge Price in China, 2005-2012
Main Applications of Non-standard Special Material Equipment
Total Output Value of China Petrochemical Industry, 2006-2015E
Output of Major Coal Chemical Products in China, 2010-2020E
Output of 10 Non-ferrous Metals in China, 2006-2015E
Thermal Power Generation Capacity in China, 2006-2012
Nuclear Power Generation Capacity in China, 2006-2012
Revenue and Net Income of China First Heavy Industries, 2008-2012
Revenue Breakdown of China First Heavy Industries (by Product), 2010-2012
Revenue Breakdown of China First Heavy Industries (by Region), 2010-2012
Gross Margin of China First Heavy Industries (by Product), 2011-2012
Projects under Construction of China First Heavy Industries, 2012
Revenue and Net Income of China First Heavy Industries, 2012-2014
Revenue and Net Income of China National Erzhong Group, 2008-2012
Revenue Breakdown of China National Erzhong Group (by Product), 2010-2012
Revenue Breakdown of China National Erzhong Group (by Region), 2010-2012
Gross Margin of China National Erzhong Group (by Product), 2010-2012
Revenue and Net Income of China National Erzhong Group, 2012-2014
Revenue and Net Income of Sunpower Group, 2007-2012
Revenue Structure of Sunpower Group, 2010-2011
Revenue and Net Income of Zhangjiagang Chemical Machinery, 2008-2012
Revenue Breakdown of Zhangjiagang Chemical Machinery (by Product), 2010-2012
Gross Margin of Zhangjiagang Chemical Machinery (by Product), 2010-2012
Revenue and Net Income of Zhangjiagang Chemical Machinery, 2012-2014
Revenue and Net Income of Sichuan Kexin Mechanical and Electrical Equipment, 2008-2012
Revenue Breakdown of Sichuan Kexin Mechanical and Electrical Equipment (by Product), 2010-2012
Gross Margin of Sichuan Kexin Mechanical and Electrical Equipment (by Product), 2010-2012
Revenue and Net Income of Sichuan Kexin Mechanical and Electrical Equipment, 2012-2014
Output, Sales Volume and Revenue of Pressure Vessels of Nanjing Baose, 2009-2011
Output, Sales Volume and Revenue of Pipes & Pipe Fittings of Nanjing Baose, 2009-2011
Revenue and Net Income of Nanjing Baose, 2009-2011
Major Downstream Customers of Nanjing Baose
Output, Sales Volume and Sales-output Ratio of Special Metal Pressure Vessels of Nanjing Special Metal Equipment, 2008-2011
Revenue and Net Income of Nanjing Special Metal Equipment, 2008-2011
Sales Territories and Typical Customers of Morimatsu Group China
Revenue and Total Profit of Major Subsidiaries of Morimatsu Group China, 2009
Consolidated Revenue of Northwest Institute for Non-ferrous Metal Research, 2007-2011
Revenue and Net Income of Western Metal Materials, 2008-2012
Revenue of Shenyang Orient Titanium Industry, 2004-2009
Revenue of Shenyang Pass Titanium, 2004-2009