Highlights
In 2023, the global economy remained sluggish, curbing the overall demand recovery. In this context, the PE industry even faced a more complicated environment, such as weakening cost-side support amid a gradual decline in international crude oil prices, increasing sales pressure caused by rising supply and the weaker-than-expected demand recovery. Although China is currently stabilizing the economy and promoting development and the demand may see some improvements, the structural overcapacity may intensify with the further expansion of the PE industry. Amid the increasingly complex global competitive pressures, how will the pattern of PE supply and demand evolve in the future?
By continuously tracking the development of the industry and market changes and relying on 19 years of industry analysis experience, SCI monitors the whole process from supply to demand, from upstream to downstream, from global to China, from major production regions to consumption regions as well as trade flow and seasonality. Based on the massive data and scientific analysis model, SCI constantly granulates the data and deeply interprets the driving factors of the PE market, aiming to present customers with a comprehensive and fresh perspective on the forward-looking value.
Report value
1. To show the characteristics of global PE trade patterns and flow based on the analysis of PE supply and demand patterns in China and overseas markets.
2. To display the trends of China’s PE supply pattern and trade flow through the detailed analysis of LDPE/LLDPE/HDPE supply data, based on multi-dimensional capacity, output, operating rate, import and export data in the recent 5 years.
3. To clearly present the PE demand distribution for market participants through the analysis of PE demand structure, layout and detailed LDPE/LLDPE/HDPE demand structure.
4. To discover future demand growth opportunities by analyzing PE key downstream industries and to grasp the key downstream procurement factors by combining the peak and slack demand seasons as well as procurement factors of end users.
5. To clarify the market price drivers by continuously tracking upstream, midstream and downstream inventory data.
6. To point out the direction of feedstock selection for new entrants by comparing and analyzing the cost and gross profit status of each production technology.
Contents
Part 1 PE Market Overview
Part 2 2019-2023 PE Supply-Demand Balance Analysis
2.1 2019-2023 PE Supply-Demand Balance Trend Analysis
2.2 2023 PE Supply-Demand Balance Characteristics and Influences on Price
Part 3 PE Supply Pattern and Change Analysis
3.1 2023 Global PE Capacity Analysis
3.1.1 Global PE Capacity Layout
3.1.2 2023 Global PE Trade Flow
3.1.3 2023 Global PE Unit Maintenance
3.1.4 2024 Global PE Capacity and Output Forecast
3.2 2019-2023 China PE Capacity Analysis
3.2.1 China PE Capacity Development Trend
3.2.1.1 PE Capacity Development Trend Analysis
3.2.1.2 PE Capacity Concentration Ratio Analysis
3.2.2 China PE Capacity Layout Analysis
3.2.2.1 China PE Capacity Proportion by Region
3.2.2.2 China PE Capacity Proportion by Feedstock
3.2.2.3 China PE Capacity Proportion by Enterprise Nature
3.2.3 2023 China PE Trade Flow Analysis
3.2.3.1 China PE Major Consumption Region and Demand
3.2.3.2 China PE Major Production Region and Output
3.2.3.3 China PE Trade Flow Characteristics and Influences
3.2.4 2024-2028 China Newly Added PE Capacity
3.2.4.1 2024-2028 China PE Capacity Forecast
3.2.4.2 2024 China Newly Added PE Capacity
3.3 2019-2023 China PE Output Analysis
3.3.1 2019-2023 China PE Output
3.3.1.1 China PE Annual Output and Operating Rate
3.3.1.2 China PE Annual Output Analysis by Region
3.3.2 2023 China PE Production Characteristics and Reasons
3.3.2.1 2023 China PE Monthly Output Characteristics and Influences
3.3.2.2 2023 China PE Unit Maintenance
3.4 2019-2023 China PE Import Analysis
3.4.1 2019-2023 China PE Import Data Analysis
3.4.1.1 China PE Import Volume Analysis
3.4.1.2 China PE Import Analysis by Trade Partner
3.4.1.3 China PE Import Analysis by Trade Mode
3.4.1.4 China PE Import Analysis by Enterprise Registration Place
3.4.2 2023 China PE Monthly Import Volume Analysis
3.5 2023 PE Inventory Analysis
3.5.1 PE Inventory Change and Trend Analysis
3.5.1.1 PE Inventory at Producers
3.5.1.2 PE Inventroy at Traders
3.5.1.3 PE Port Inventory
3.5.1.4 PE Inventory Change and Influences on Price
3.6 PE Warehouse and Logistics Status Analysis
3.7 2024 PE Market Supply Forecast
3.7.1 2024-2028 PE Total Supply Forecast
3.7.2 2024 PE Monthly Supply Forecast and Influences on Price
Part 4 PE Demand Pattern and Change Analysis
4.1 2019-2023 Global PE Demand Structure Analysis
4.2 2019-2023 China PE Consumption Volume Analysis
4.2.1 China PE Downstream Demand Volume Change and Characteristics
4.2.2 China PE Downstream Industry Layout and Regional Consumption Structure
4.3 2023 PE Downstream Industry Analysis
4.3.1 LDPE and LLDPE Downstream Industry Analysis
4.3.2 HDPE Downstream Industry Analysis
4.4 2019-2023 China PE Export Analysis
4.4.1 2019-2023 China PE Export Data Analysis
4.4.1.1 China PE Export Volume Trend Analysis
4.4.1.2 2023 China PE Export Structure Analysis by Trade Partner
4.4.1.3 2023 China PE Export Structure Analysis by Trade Mode
4.4.1.4 2023 China PE Export Structure Analysis by Enterprise Registration Place
4.4.2 2023 China PE Export Volume Change and Characteristics Analysis
4.5 2024-2028 PE Major Downstream Industry Demand Growth Forecast
4.6 2024-2028 PE Demand Volume Forecast
4.6.1 China Consumption Volume Trend Analysis
4.6.2 PE Export Volume Trend Analysis
4.7 PE Demand Slack and Peak Seasons Analysis
4.7.1 PE Demand Slack and Peak Seasons Characteristics Analysis
4.7.2 PE Demand Slack and Peak Seasons and Impacts on Price
4.8 PE Downstream User Key Procurement Factor Analysis
4.9 PE Operator Risk and Barrier Analysis
Part 5 PE Price Trend Analysis
5.1 China PE Market Price Analysis
5.1.1 Price Change Characteristic Analysis
5.1.1.1 Overall Price Trend Analysis
5.1.1.2 Price Characteristics in Major Regions
5.1.2 2023 Price Trend Aligned with Seasonality
5.2 PE Futures Price Impact on Spot Market
5.2.1 PE Futures and Spot Price Trend Comparative Analysis
5.2.2 Dominant Contract Futures and Spot Price Trend Comparative Analysis
5.3 Related Product Price Co-Movement Analysis
5.3.1 PE and Major Feedstock Price Co-Movement Analysis
5.3.1.1 Crude Oil
5.3.1.2 Coal
5.3.1.3 Ethylene
5.3.2 PE and Major Downstream Product Price Co-Movement Analysis
5.3.2.1 PE and Agricultural Film Price Co-Movement Analysis
5.3.2.2 PE and Stretch Film Price Co-Movement Analysis
5.3.3 PE and Related Product Price Co-Movement Analysis
5.3.3.1 Virgin PE and Recycled PE Price Co-Movement Analysis
5.3.3.2 China-Origin PE and Imported PE Price Spread Analysis
5.4 PE Production Cost and Gross Profit Analysis
5.4.1 PE Production Cost Comparative Analysis by Different Production Technologies
5.4.2 PE Gross Profit Change and Impact Analysis
5.4.2.1 PE Gross Profit Trend and Characteristic Analysis
5.4.2.2 Impacts of Gross Profit Change on Enterprise Production
Part 6 PE Market Outlook
6.1 2024-2026 PE Price Trend Forecast
6.2 PE Price Driver Development Forecast
6.2.1 Macro Environment and Industry Policy Analysis
6.2.2 2024-2028 China PE Supply-Demand Balance Forecast
6.2.2.1 2024-2028 China PE Supply-Demand Balance Trend and Characteristics Forecast
6.2.2.2 2024 China PE Supply-Demand Forecast
6.2.3 PE Market Competition Analysis
6.2.3.1 2024-2028 Global PE Trade Flow Forecast
6.2.3.2 2024-2028 China PE Trade Flow Forecast
6.2.3.3 SCI Monitoring Enterprise Business Trend Analysis
6.2.4 Value Chain Analysis and Forecast
6.2.5 Major Feedstock Price Co-Movement Forecast
6.2.5.1 Crude Oil
6.2.5.2 Coal
6.2.5.3 Ethylene
6.3 Influence of Major Price Drivers on 2024 China PE Market
Appendix
Appendix 1 Industry Focus
Appendix 2 Methodology and Related Definition
2.1 Data Collection and Methodology
2.2 Forecasting Model Interpretation
2.3 Definition and Abbreviation
Appendix 3 Tables and Charts
Appendix 4 Related Annual Reports
2023-2024 China Ethylene Market Annual Report
2023-2024 China LDPE Market Annual Report
2023-2024 China HDPE Market Annual Report
2023-2024 China EVA Market Annual Report
2023-2024 China PP Market Annual Report
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