Highlights
China’s demand recovery performed well at the beginning of 2023, boosted by market participants’ optimistic outlook on demand recovery amid constant loose economic policies. However, export orders were hampered by complicated and changing global economy, leading to inventory building. Therefore, the weak demand interrupted China’s economy recovery. As for the HDPE industry, with newly added HDPE capacity put into production intensively in H1, 2023, low-priced resources impacted the market constantly. Producers showed decreasing production enthusiasm amid high costs caused by high crude oil prices, and some reduced operating rates or shut units down for maintenance. Accordingly, prices of HDPE products saw rises and falls affected by the supply. With China’s economy continuously recovering in H2, operating rates and orders at downstream enterprises are expected to improve, bolstered by the demand recovery amid the traditional demand peak season and reviving economy. However, the global economic situation will still see turbulences, and the imbalance between HDPE supply and demand growth and structural overcapacity are becoming severer. How will the overall pattern of HDPE industry 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, etc. Based on the massive data and scientific analysis model, SCI constantly granulates the data and deeply interprets the driving factors of the HDPE market, aiming to present customers with a comprehensive and fresh perspective on the forward-looking value.
Report value
1. To show the changes in global PE trade patterns based on the analysis of HDPE supply and demand patterns in China and overseas markets.
2. To display the trends of China’s HDPE supply pattern through the detailed analysis of 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 HDPE demand distribution for market participants through the analysis of HDPE demand structure and regional layout.
4. To discover future demand growth opportunities by analyzing HDPE 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 HDPE Supply-Demand Balance Analysis
2.1 2019-2023 HDPE Supply-Demand Balance Trend Analysis
2.2 2023 HDPE Supply-Demand Balance Characteristics and Influences on Price
Part 3 HDPE Supply Pattern and Change Analysis
3.1 2023 Global HDPE Capacity Analysis
3.1.1 Global HDPE Capacity Layout
3.1.2 2023 Global HDPE Unit Maintenance
3.1.3 2024 Global HDPE Capacity and Output Forecast
3.2 2019-2023 China HDPE Capacity Analysis
3.2.1 China HDPE Capacity Development Trend
3.2.1.1 HDPE Capacity Development Trend Analysis
3.2.1.2 HDPE Capacity Concentration Ratio Analysis
3.2.2 China HDPE Capacity Layout Analysis
3.2.2.1 China HDPE Capacity Proportion by Region
3.2.2.2 China HDPE Capacity Proportion by Feedstock
3.2.2.3 China HDPE Capacity Proportion by Enterprise Nature
3.2.3 2023 China HDPE Trade Flow Analysis
3.2.3.1 China HDPE Major Consumption Region and Demand
3.2.3.2 China HDPE Major Production Region and Output
3.2.4 2024-2028 China Newly Added HDPE Capacity
3.2.4.1 2024-2028 China HDPE Capacity Forecast
3.2.4.2 2024 China Newly Added HDPE Capacity
3.3 2019-2023 China HDPE Output Analysis
3.3.1 2019-2023 China HDPE Output
3.3.1.1 China HDPE Annual Output and Operating Rate
3.3.1.2 China HDPE Annual Output Analysis by Region
3.3.2 2023 China HDPE Production Characteristics and Reasons
3.3.2.1 2023 China HDPE Monthly Output Characteristics and Influences
3.3.2.2 2023 China HDPE Unit Maintenance
3.4 2019-2023 China HDPE Import Analysis
3.4.1 2019-2023 China HDPE Import Data Analysis
3.4.1.1 China HDPE Import Volume Analysis
3.4.1.2 China HDPE Import Analysis by Trade Partner
3.4.1.3 China HDPE Import Analysis by Trade Mode
3.4.1.4 China HDPE Import Analysis by Enterprise Registration Place
3.4.2 2023 China HDPE Monthly Import Volume Analysis
3.5 2023 PE Inventory Analysis
3.5.1 PE Total Inventory Change and Trend Analysis
3.5.1.1 HDPE Inventory at Producers
3.5.1.2 PE Inventory 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 HDPE Market Supply Forecast
3.7.1 2024-2028 HDPE Total Supply Forecast
3.7.2 2024 HDPE Monthly Supply Forecast and Influences on Price
Part 4 HDPE Demand Pattern and Change Analysis
4.1 2019-2023 Global PE Demand Structure Analysis
4.2 2019-2023 China HDPE Consumption Volume Analysis
4.2.1 China HDPE Downstream Demand Volume Change and Characteristics
4.2.2 China HDPE Downstream Industry Layout and Regional Consumption Structure
4.3 2023 HDPE Downstream Industry Analysis
4.4 2019-2023 China HDPE Export Analysis
4.4.1 2019-2023 China HDPE Export Data Analysis
4.4.1.1 China HDPE Export Volume Trend Analysis
4.4.1.2 2023 China HDPE Export Structure Analysis by Trade Partner
4.4.1.3 2023 China HDPE Export Structure Analysis by Trade Mode
4.4.1.4 2023 China HDPE Export Structure Analysis by Enterprise Registration Place
4.4.2 2023 China HDPE Export Volume Change and Characteristics Analysis
4.5 2024-2028 HDPE Major Downstream Industry Demand Growth Forecast
4.6 2024-2028 HDPE Demand Volume Forecast
4.6.1 China Consumption Volume Trend Analysis
4.6.2 HDPE Export Volume Trend Analysis
4.7 HDPE Demand Slack and Peak Seasons Analysis
4.7.1 HDPE Demand Slack and Peak Seasons Characteristics Analysis
4.7.2 HDPE Demand Slack and Peak Seasons and Impacts on Price
4.8 HDPE Downstream User Key Procurement Factor Analysis
4.9 HDPE Operator Risk and Barrier Analysis
Part 5 HDPE Price Trend Analysis
5.1 China HDPE 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 HDPE and Related Product Price Co-Movement Analysis
5.2.1 HDPE and Major Feedstock Price Co-Movement Analysis
5.2.1.1 Crude Oil
5.2.1.2 Coal
5.2.1.3 Ethylene
5.2.2 HDPE and Related Product Price Co-Movement Analysis
5.2.2.1 HDPE and LLDPE Price Co-Movement Analysis
5.2.2.2 China-Origin HDPE and Imported HDPE Price Spread Analysis
5.3 HDPE Production Cost and Gross Profit Analysis
5.3.1 HDPE Production Cost Comparative Analysis by Different Production Technologies
5.3.2 HDPE Gross Profit Change and Impact Analysis
5.3.2.1 HDPE Gross Profit Trend and Characteristic Analysis
5.3.2.2 Impacts of Gross Profit Change on Enterprise Production
Part 6 HDPE Market Outlook
6.1 2024-2026 HDPE Price Trend Forecast
6.2 HDPE Price Driver Development Forecast
6.2.1 Macro Environment and Industry Policy Analysis
6.2.2 2024-2028 China HDPE Supply-Demand Balance Forecast
6.2.2.1 2024-2028 China HDPE Supply-Demand Balance Trend and Characteristics Forecast
6.2.2.2 2024 China HDPE 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 HDPE 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 PE Market Annual Report
2023-2024 China LDPE Market Annual Report
2023-2024 China EVA Market Annual Report
2023-2024 China PP Market Annual Report
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