Highlights
Under the development and transformation driven by breakthrough, transformation, and efficiency enhancement, the bulk commodity industry in 2024 is striving to advance towards standardization, refinement, and collaboration, actively responding to changes and gradually overcoming uncertainties. However, HDPE products face supply pressure brought by intensive commissioning of units in China, while the recovery in demand has not met expectations, so the reality does not match the anticipation. The imbalance between supply and demand growth and the issue of structural overcapacity intensifies, limiting the overall price increase of HDPE products. Producers, under the pressure of high costs and low profits, constantly optimize product structures on one hand, and control production through reducing loads or shutting down for maintenance on the other. Traders and producers adopt a cautious approach, avoiding blind stockpiling, and instead choose to purchase at appropriate times based on order situations. With the arrival of the peak season, the operating rates and orders in downstream manufacturing industries gradually increase, and downstream producers are expected to replenish inventory driven by orders. However, whether the strategy of long-term transformation and production restraint can break the constraints on the price increase of HDPE products remains to be seen. How will the market landscape of HDPE change under the influence of new industry transformations?
By continuously tracking the development of the industry and market changes and relying on 20 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 the globe and China.
2. To display the trends of China’s HDPE supply pattern through the detailed analysis of HDPE supply data, based on 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 key downstream industries and to grasp downstream key 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 of each production technology.
Contents
Part 1 PE Market Overview
Part 2 2020-2024 HDPE Supply-Demand Balance Analysis
2.1 2020-2024 Supply-Demand Balance Trend Analysis
2.2 2024 Monthly Supply-Demand Balance Characteristics and Its Relationship with Price
Part 3 HDPE Supply Pattern and Change Analysis
3.1 2024 Global HDPE Capacity and Output Analysis
3.1.1 Global HDPE Capacity Layout
3.1.2 Global HDPE Unit Maintenance
3.1.3 2025 Global HDPE Capacity and Output Forecast
3.2 2020-2024 China HDPE Capacity Change Analysis
3.2.1 China HDPE Capacity Development Trend Analysis
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 Regional Layout
3.2.2.2 China HDPE Capacity Proportion by Feedstock
3.2.2.3 China HDPE Capacity Proportion by Enterprise Nature
3.2.3 2024 China HDPE Trade Flow Analysis
3.2.3.1 China HDPE Major Consumption Area, Demand and Source
3.2.3.2 China HDPE Major Production Area, Output and Outflow
3.2.4 2025-2029 China Newly Added HDPE Capacity
3.2.4.1 2025-2029 China HDPE Capacity Forecast
3.2.4.2 2025-2029 China Newly Added HDPE Capacity List
3.3 2020-2024 China HDPE Output Change Analysis
3.3.1 2020-2024 China HDPE Output
3.3.1.1 China HDPE Annual Output Change and Capacity Utilization Rate
3.3.1.2 China HDPE Annual Regional Output Change
3.3.2 2024 China HDPE Production Characteristics and Reasons
3.3.2.1 2024 HDPE Monthly Output Change Characteristics and Influence Analysis
3.3.2.2 2024 China HDPE Unit Maintenance
3.4 2020-2024 China HDPE Import Market Analysis
3.4.1 2020-2024 China HDPE Import Data Analysis
3.4.1.1 China HDPE Import Volume Analysis
3.4.1.2 China HDPE Import Structure Analysis by Trading Partner
3.4.1.3 China HDPE Import Structure Analysis by Trade Mode
3.4.1.4 China HDPE Import Structure Analysis by Enterprise Registration Place
3.4.2 2024 China Monthly Import Volume Change and Characteristics Analysis
3.5 2024 PE Inventory Change Analysis
3.5.1 PE Inventory Change and Trend Analysis
3.5.1.1 PE Inventory at Producers
3.5.1.1.1 Naphtha-Based PE Inventory at Producers
3.5.1.1.2 Coal-Based PE Inventory at Producers
3.5.1.2 PE Inventory at Traders
3.5.1.3 PE Inventory at Ports
3.5.1.4 PE Inventory Change and Its Relationship with Price
3.6 PE Warehouse and Logistics Status Analysis
3.7 2025-2029 China HDPE Market Supply Forecast
3.7.1 2025-2029 Total Supply Volume Forecast
3.7.2 2025 Monthly Supply Forecast and Influence on Price
Part 4 HDPE Demand Pattern and Change Analysis
4.1 2020-2024 Global PE Demand Structure Analysis
4.2 2020-2024 China HDPE Consumption Volume Change Analysis
4.2.1 China HDPE Downstream Demand Change and Characteristics Analysis
4.2.2 China HDPE Downstream Industry Layout and Regional Consumption Structure Analysis
4.3 2024 HDPE Downstream Industry Change Analysis
4.3.1 Injection Industry Change Analysis
4.2.2 Blow Molding Industry Change Analysis
4.2.3 Pipe Industry Analysis
4.4 2020-2024 China HDPE Export Market Analysis
4.4.1 2020-2024 China HDPE Export Data Analysis
4.4.1.1 China HDPE Export Volume Analysis
4.4.1.2 2024 China HDPE Export Structure Analysis by Trading Partner
4.4.1.3 2024 China HDPE Export Structure Analysis by Trade Mode
4.4.1.4 2024 China HDPE Export Structure Analysis by Enterprise Registration Place
4.4.2 2024 China Export Volume Change and Characteristics Analysis
4.5 2025-2029 HDPE Major Downstream Industry Demand Growth Forecast
4.6 2025-2029 HDPE Demand Volume Forecast
4.6.1 China Demand Volume Change Analysis
4.6.2 Export Volume Change 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 Analysis from Price Perspective
Part 5 HDPE Price Trend Analysis
5.1 China HDPE Market Price Analysis
5.1.1 Price Change Characteristics Analysis
5.1.1.1 Overall Price Trend Characteristics Analysis
5.1.1.2 Price Characteristics in Major Regions
5.1.2 2024 Price Trend Aligned with Seasonality
5.2 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 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 Characteristics Analysis
5.3.2.2 Influence of Gross Profit Change on Enterprise Production
Part 6 Industry Competitive Landscape and Operator Behavior Change Analysis
6.1 HDPE Industry Competitive Landscape Change and Trend Analysis
6.2 Value Chain Analysis and Forecast
6.3 SCI Monitoring Enterprise Operation Trend Analysis
6.4 Downstream Customer Key Procurement Factor Analysis
6.5 Operator Operation Risk and Barrier Analysis
Part 7 HDPE Market Outlook
7.1 2025-2027 HDPE Price Trend Forecast
7.2 HDPE Price Driver Development Forecast
7.2.1 Macro Environment and Industry Policy Analysis
7.2.2 2025-2029 China HDPE Supply-Demand Balance Forecast
7.2.2.1 2025-2029 China HDPE Supply-Demand Balance Trend and Characteristics Forecast
7.2.2.2 2025 China HDPE Monthly Supply-Demand Balance Forecast
7.2.3 PE Market Competitive Landscape Analysis
7.2.3.1 2025-2029 Global PE Trade Flow Forecast
7.2.3.2 2025-2029 China PE Trade Flow Forecast
7.2.4 Main Feedstock Price Co-Movement Forecast
7.2.4.1 Crude Oil
7.2.4.2 Ethylene
7.3 2025 Major Price Driver Influence Forecast
Appendix 1 HDPE Industry Annual Events
Appendix 2 Macro and Industry Policy Highlights (2024)
Appendix 3 Methodology and Related Definition
3.1 Data Collection and Calculation Methodology
3.2 Forecasting Model Interpretation
3.3 Definition and Abbreviation
Appendix 4 Tables and Charts
Appendix 5 Related Annual Reports
2024-2025 China Ethylene Market Annual Report
2024-2025 China LDPE Market Annual Report
2024-2025 China PE Market Annual Report
2024-2025 China LLDPE Market Annual Report
2024-2025 China EVA Market Annual Report
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