2025年中国合成革行业产业链、供需现状及竞争格局分析

Industry Overview - Synthetic leather is a man-made material that simulates natural leather, composed of various synthetic fibers, resins, and plastics, offering similar or superior performance to natural leather at a lower cost and higher durability [1] - The main types of synthetic leather include PU synthetic leather (polyurethane leather), TPU synthetic leather, and microfiber synthetic leather [1] Industry Classification and Applications - PU synthetic leather is commonly used in clothing, gloves, belts, and other products, known for its softness, breathability, and high simulation degree, but it has drawbacks like poor abrasion resistance and easy yellowing [2] - TPU synthetic leather features alternating soft and hard segments, allowing for adjustable physical and chemical properties to meet diverse application needs, primarily used in automotive seats [2] - Microfiber synthetic leather, made from ultra-fine fibers, is lightweight, soft, breathable, and durable, but it is more expensive and prone to wrinkling [2] Industry Supply and Demand Status - China's synthetic leather industry has grown significantly since its inception in 1958, currently accounting for over 80% of global production, with a domestic consumption increase year-on-year [6] - In 2024, China's synthetic leather production is projected to reach 1.897 million tons, with a demand of 1.84 million tons [6] Industry Competitive Landscape - The synthetic leather industry in China is characterized by complete competition, with relatively low barriers to entry in terms of capital and technology, leading to robust competition [8] - Major regions for synthetic leather production include Zhejiang, Fujian, Jiangsu, Anhui, and Guangdong [8] - Leading companies in the industry include Anli Materials, Shuangxiang Co., Huafeng Superfiber, and Tongda Co. [8] Key Companies Analysis - Anli Materials Technology Co., Ltd. is the largest producer of ecological functional polyurethane synthetic leather and composite materials in China, with a projected revenue of 2.403 billion yuan in 2024, a year-on-year increase of 20.12% [9] - Huafeng Superfiber Technology Co., Ltd. specializes in ultra-fine fiber PU synthetic leather, with a projected revenue of 4.582 billion yuan in 2024, showing a slight decline of 0.12% [11]