Investment Rating - The report does not explicitly state an investment rating for the organic coated board industry Core Insights - The organic coated board industry in China has seen significant growth since its introduction in the 1980s, with increasing demand driven by urbanization and emerging sectors such as renewable energy and aerospace [5][13] - The industry is characterized by a clear regional clustering effect, with major production concentrated in economically developed coastal areas like the Yangtze River Delta, Bohai Rim, and Pearl River Delta [10] - The market is expected to grow from 169.82 billion RMB in 2024 to 230.85 billion RMB by 2028, with a compound annual growth rate (CAGR) of 7.98% [33] Industry Definition - Organic coated boards, also known as color-coated boards, are composite materials made from metal substrates coated with organic paint, offering advantages such as aesthetic appeal, high strength, and corrosion resistance [6] Industry Classification - The organic coated board industry can be classified into ordinary and functional types, with functional boards designed for specific applications such as air purification and electronic equipment [7][8] Industry Characteristics - The industry exhibits significant regional clustering, opportunities for green sustainable development, and a wide range of applications across various sectors [9] Development History - The industry began in the 1980s with technology imports, transitioned to domestic production in the early 2000s, and is currently in a phase of innovation and application expansion [13][15][16] Current Industry Status - The upstream of the industry consists of raw material suppliers, primarily metal sheets and organic coatings, which account for over 90% of production costs [19][24] - The downstream market is dominated by the construction industry, which accounts for over 85% of demand for organic coated boards [21][32] Market Size - The market size of the organic coated board industry decreased from 213.05 billion RMB in 2021 to 165.53 billion RMB in 2023, with a CAGR of -11.85% [33] - The decline was attributed to economic pressures and reduced demand in the construction sector, but recovery is expected with a rebound in consumption and exports [35] Competitive Landscape - The industry is characterized by low market concentration, with numerous players including large enterprises like Baosteel and Ansteel, as well as smaller specialized manufacturers [42][43] - Leading manufacturers leverage strong R&D capabilities to maintain competitive advantages and meet diverse market demands [44] Policy Overview - Various government policies are promoting green development and the use of low-VOC coatings, which are expected to benefit the organic coated board industry [41]
企业竞争图谱：2024年有机涂层板 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-01-23 12:33