Prospective Report on China's Potash Fertilizer in 2015-2020

In this report, BOABC will focus on the following questions: 1. How will China’s potash fertilizer policy change? Will it further favor key enterprises in the industry? 2. To what extent will China’s potash fertilizer production scale and self-sufficiency be improved? 3. What is the development prospect of overseas potash fertilizer projects? How much support will it be able to provide to China’s potash fertilizer supply? 4. How will China’s potash fertilizer demand potential be released? How will the potash fertilizer purchase capacity in the aspect of complete fertilizer enterprises change? 5. Will China maintain its position as the top potash fertilizer importing country for a long time? How will the import negotiation mechanism change? 6. How will the profit of potash fertilizer industry and competitiveness develop? 7. Assessment of potash fertilizer industry investment value 8. Analysis of the production capacity, production cost and development of major domestic potash fertilizer enterprises

1  Industrial Policy Analysis and Outlook  
1.1 China’s Potash Fertilizer Industry Planning and Investment Policy 
1.1.1 China’s Potash Fertilizer Industry Planning
1.1.2 China’s Potash Fertilizer Industry Investment Policy 
1.1.3 Potash Fertilizer Industry Access Policy 
1.2 China’s Potash Deposit Resource Policy
1.2.1 Domestic Potash Deposit Resource Policy 
1.2.2 Environmental Protection Policy Targeting to Potash Deposit Development  
1.2.3 Policy Targeting to Overseas Potash Deposit Development
1.3 China’s Potash Fertilizer Import & Export Policy 
1.3.1 China’s Potash Fertilizer Import Licensing System and Import Negotiation Mechanism 
1.3.2 China’s Potash Fertilizer Export Duty Policy 
1.4 China’s Potash Fertilizer Industry Taxation and Subsidy Policy 
1.4.1 Preferential Policy for Potash Fertilizer Industry VAT
1.4.2 Potash Fertilizer Industry Subsidy Policy
1.4.3 Other Industrial Preferential Policies 
1.5 Analysis of China’s Potash Fertilizer Industry Circulation and Transport Policy 
1.6 Impact of Macro-Economic Policy on Potash Fertilizer Industry
1.7 Impact of “Agriculture, Villages and Farmers Policy” on Potash Fertilizer Industry
1.8 Summary: Outlook of Potash Fertilizer Industry Policy Environment Changes in 2012-2020

2  Potash Fertilizer Supply Growth Potential
2.1 Potash Fertilizer Production Capacity and Output in 2007-2011
2.1.1 Potash Fertilizer Production Capacity and Output by Region
2.1.2 Potash Fertilizer Production Capacity and Output by Type
2.1.3 Potash Fertilizer Production Capacity and Output of Key Enterprises
2.2 Major Factors Affecting Domestic Potash Fertilizer Production in 2012-2020 
2.2.1 Impact of Policy Environment on Potash Fertilizer Supply 
2.2.2 Development Potential of Domestic Potash Deposit Resources
2.2.2.1 Development Potential of Potash Deposit Resources in Qinghai Province
2.2.2.2 Development Potential of Potash Deposit Resources in Lop Nur of Xinjiang and Other Regions 
2.2.2.3 Potash Deposit Resource in Other Regions 
2.2.3 Impact of Water Resource and Energy Supply on Potash Fertilizer Production 
2.2.4 Impact of Macro-Policy and Market Price Fluctuation on Newly-Built Potash Fertilizer Projects
2.3 Development Prospect of Overseas Potash Fertilizer Projects and Analysis of Its Impact on Domestic Potash Fertilizer Supply 
2.4 Potash Fertilizer Production Capacity Growth Potential in 2012-2020
2.4.1  Potassium Chloride
2.4.2  Potassium Sulfate
2.4.3  Magnesium Potassium Sulfate
2.4.4  Potassium Nitrate
2.5 Changes of Potash Fertilizer Industry Structure in 2012-2020
2.5.1 Proportion Changes of Different Types of Potash Fertilizer 
2.5.2 Changes of Potash Fertilizer Production Distribution 
2.5.3 Outlook of Potash Fertilizer Industry Concentration Degree 
2.6 Summary: Estimation of Potash Fertilizer Production Capacity and Output in 2012-2020 

3 Changes of Potash Fertilizer Consumption    
3.1 Potash Fertilizer Consumption in 2007-2011
3.1.1 Total Consumption of Potash Fertilizer in 2007-2011
3.1.2 Structure of Potash Fertilizer Consumption in 2007-2011
3.1.2.1 Consumption of Potash Fertilizer by Type
3.1.2.2 Consumption of Potash Fertilizer by Different Crops
3.1.2.3 Consumption of Potash Fertilizer in Different Regions
3.1.2.4 Consumption of Potash Fertilizer by Complete Fertilizer Enterprises
3.1.2.5 Industrial Consumption of Potash Fertilizer
3.2 Major Factors Affecting China’s Potash Fertilizer Demand in 2012-2020
3.2.1 Changes of Crop Planting Area 
3.2.2 Impact of Crop Planting Profit Changes on Potash Fertilizer Consumption
3.2.3 Impact of Potash Fertilizer Price/Grain Price Ratio on Potash Fertilizer Consumption
3.2.4 Impact of Agricultural Subsidies on Potash Fertilizer Consumption
3.2.5 Impact of “Formula Fertilization by Soil Testing” on Potash Fertilizer Consumption
3.2.6 Impact of Land Transferring Policy on Potash Fertilizer Consumption
3.2.7 Analysis of Potash Fertilizer Purchasing Capacity of Complete Fertilizer Enterprises 
3.3 Estimation Concerning the Consumption of Major Potash Fertilizer Types in 2012-2020
3.3.1  Potassium Chloride
3.3.2  Potassium Sulfate
3.3.3  Magnesium Potassium Sulfate
3.3.4  Potassium Nitrate
3.3.5 Estimation concerning the Consumption Proportion of Major Potash Fertilizer Types in 2012-2020
3.4 Estimation of Potash Fertilizer Industrial Consumption in 2012-2020
3.5 Estimation of Potash Fertilizer Demand in Different Regions in 2012-2020
3.6 Estimation of Potash Fertilizer Demand By Complete Fertilizer Enterprises in  2012-2020 
3.7 Summary: Outlook of China’s Potash Fertilizer Consumption in 2012-2020

4 Potash Fertilizer Import & Export and Its Impact on Domestic Market
4.1 Potash Fertilizer Import & Export in 2006-2011
4.1.1 Potash Fertilizer Import Volume and Price in 2007-2011
4.1.2 Import Structure of Potassium Chloride and Potassium Sulfate in 2007-2011
4.1.3 The Price Forming Mechanism of Imported Potash Fertilizer Price and Domestic Potash Fertilizer Price  
4.2 Major Factors Affecting Potash Fertilizer Import in 2012-2020 
4.2.1 Estimation of Supply-Demand in International Potash Fertilizer Market 
4.2.2 Bearing Capacity of Domestic Market for the Imported Potash Fertilizer Price
4.2.3 Analysis of Potash Fertilizer Import Negotiation Mechanism Changes 
4.3 Outlook of China’s Potash Fertilizer Import in 2012-2020
4.3.1 Estimation of Potash Fertilizer Import Volume and Price in 2012-2020
4.3.2 Estimation of the Potash Fertilizer Market’s Dependence on Import 
4.4 Summary: Outlook of China’s Potash Fertilizer Import &Export in 2012-2020

5 Analysis of Industrial Competitiveness and Market Risk 
5.1 Analysis of Potash Fertilizer Enterprise Production Cost
5.1.1  Production Cost of Potassium Chloride in 2008-2011
5.1.2  Production Cost of Potassium Sulfate in 2008-2011
5.2 Analysis of Potash Fertilizer Industry Profit Margin 
5.2.1 Analysis of Profit Margin of Potash Fertilizer Enterprises Having Self-Owned Resources
5.2.2 Analysis of Profit Margin of Potash Fertilizer Enterprises Depending on Purchased Resources 
5.3 Analysis of Potash Fertilizer Industrial Competitiveness
5.3.1  Analysis of Potash Fertilizer Industry Profitability 
5.3.2  Analysis of Potash Fertilizer Industry Development Capacity 
5.3.3  Analysis of Potash Fertilizer Industry Anti-Risk Capacity
5.4 Cost-Profit Analysis of Newly Built Potash Fertilizer Projects 
5.5 Analysis of Potash Fertilizer Market Risks
5.6 Summary: Assessment of China’s Potash Fertilizer Industry Investment Value in 2012-2020 

6 Analysis of Potash Fertilizer Circulation System
6.1 The Pluralistic Development of Potash Fertilizer Circulation System
6.2 The Position of Sinofert Holdings Limited in the Potash Fertilizer Circulation System
6.3 Circulation Cost and Profit in Each Link of Potash Fertilizer Sales 
6.4 Analysis of Regional Market 
6.4.1 Northeast China 
6.4.1.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.1.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.1.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.2 North China 
6.4.2.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.2.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.2.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.3 East China
6.4.3.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.3.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.3.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.4 Central China
6.4.4.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.4.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.4.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.5 South China 
6.4.5.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.5.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.5.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.6 Northwest China
6.4.6.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.6.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.6.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.4.7 Southwest China 
6.4.7.1 Inflow and Outflow Volume of Potash Fertilizer 
6.4.7.2 Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume 
6.4.7.3 Major Ports/Borders and Corresponding Potash Fertilizer Circulation Volume
6.5 Evaluation of Potash Fertilizer Logistics Transport 
6.5.1  Evaluation of Ocean Shipping  
6.5.2  Evaluation of Railway Transport 
6.5.3  Evaluation of Road Transport
6.6 Summary: Outlook of Potash Fertilizer Circulation System Changes in 20120-2020 

7 Analysis of Key Enterprises 
7.1 QingHai Salt Lake Industry Co., Ltd. 
7.1.1 Enterprise Profile
7.1.2 Production Capacity and Output in 2007-2011
7.1.3 Sales Volume in 2007-2011
7.1.4 Production Cost and Profit in 2008-2011
7.1.5 Enterprise Development Trend in 2012-2015
7.2 SDIC Xinjiang Luobupo Potash Co., Ltd.  
7.2.1 Enterprise Profile
7.2.2 Production Capacity and Output in 2007-2011
7.2.3 Sales Volume in 2007-2011
7.2.4 Production Cost and Profit in 2008-2011
7.2.5 Enterprise Development Trend in 2012-2015
7.3 Qinghai CITIC Guoan Technology Development Co., Ltd. 
7.3.1 Enterprise Profile
7.3.2 Production Capacity and Output in 2007-2011
7.3.3 Sales Volume in 2007-2011
7.3.4 Production Cost and Profit in 2008-2011
7.3.5 Enterprise Development Trend in 2012-2015
7.4 Qinghai Lenghu Potash Fertilizer Group Co., Ltd. 
7.4.1 Enterprise Profile
7.4.2 Production Capacity and Output in 2007-2011
7.4.3 Sales Volume in 2007-2011
7.4.4 Production Cost and Profit in 2008-2011
7.4.5 Enterprise Development Trend in 2012-2015
7.5 Ching Shiang Chemical
7.5.1 Enterprise Profile
7.5.2 Production Capacity and Output in 2007-2011
7.5.3 Sales Volume in 2007-2011
7.5.4 Production Cost and Profit in 2008-2011
7.5.5 Enterprise Development Trend in 2012-2015

Table of Figures
Figure 1. China’s Planting Area of Different Types of Crops in 2000-2011 
Figure 2. China’s Planting Profit of Different Types of Crops in 2007-2011 
Figure 3. Potash Fertilizer Cost of China’s Different Types of Crops in 2007-2011
Figure 4. Potash Fertilizer Amount Applied to Different Types of Crops in China in 2007-2011 
Figure 5. China’s Potash Fertilizer Export Duty in 2008-2011
Figure 6. China’s Potash Fertilizer Consumption in 2007-2011
Figure 7. China’s Potash Fertilizer Consumption by Type in 2007-2011
Figure 8. China’s Potash Fertilizer Consumption by Province in 2007-2011
Figure 9. Potassium Chloride Purchase Amount by China’s Complete Fertilizer Enterprises in 2007-2011 
Figure 10. Ratio of Potash Fertilizer Price/Grain Price in China in 2007-2011
Figure 11. Ratio of Agricultural Subsidies/Expenditure of Farmers on Purchasing Potash Fertilizer in 2007-2011
Figure 12. China’s Potash Fertilizer Production Capacity and Output in 2007-2011
Figure 13. China’s Potash Fertilizer Production Capacity and Output by Type in 2007-2011
Figure 14. China’s Potash Fertilizer Production Capacity and Output by Region in 2007-2011
Figure 15. China’s Potash Fertilizer Production Capacity and Output by Enterprise in 2007-2011
Figure 16. China’s Newly-Built Potash Fertilizer Production Projects in 2012-2020
Figure 17. China’s Potash Fertilizer Import by Type in 2007-2011
Figure 18. China’s Potassium Chloride Import by Country in 2007-2011 
Figure 19. China’s Potassium Chloride Import by Customs in 2007-2011
Figure 20. China’s Potassium Chloride Import by Province in 2007-2011
Figure 21. China’s Potassium Chloride Import by Enterprise in 2007-2011
Figure 22. China’s Potassium Sulfate Import by Country in 2007-2011
Figure 23. China’s Potassium Sulfate Import by Customs in 2007-2011
Figure 24. China’s Potassium Sulfate Import by Province in 2007-2011
Figure 25. China’s Potassium Sulfate Import by Enterprise in 2007-2011
Figure 26. China’s Potash Fertilizer Export by Type in 2007-2011
Figure 27. Global Potash Fertilizer Supply-Demand in 2007-2011
Figure 28. China’s Dependence on Imported Potash Fertilizer in 2007-2011
Figure 29. China’s Potassium Chloride Production Cost in 2008-2011
Figure 30. China’s Potassium Sulfate Production Cost in 2008-2011
Figure 31. China’s Potash Fertilizer Industry Profit Margin in 2001-2011
Figure 32. Index of China’s Potash Fertilizer Industry Profitability in 2007-2011 
Figure 33. Index of China’s Potash Fertilizer Industry Development Capacity in 2007-2011
Figure 34. China’s Potassium Chloride Ex-Factory Price in 2007-2011
Figure 35. China’s Potassium Sulfate Ex-Factory Price in 2007-2011
Figure 36. China’s Potassium Chloride Whole-Sale Price by Region in 2007-2011
Figure 37. China’s Potassium Sulfate Whole-Sale Price by Region in 2007-2011
Figure 38. China’s Imported Potassium Chloride Port Price in 2007-2011
Figure 39. International Potash Fertilizer Price in 2007-2011
Figure 40. Profit Margin of China’s Potash Fertilizer Circulation Enterprises in 2008-2011
Figure 41. Potash Fertilizer Inflow and Outflow Volume in Northeast China in 2007-2011
Figure 42. Potash Fertilizer Inflow and Outflow Volume in North China in 2007-2011
Figure 43. Potash Fertilizer Inflow and Outflow Volume in East China in 2007-2011
Figure 44. Potash Fertilizer Inflow and Outflow Volume in Central China in 2007-2011
Figure 45. Potash Fertilizer Inflow and Outflow Volume in South China in 2007-2011
Figure 46. Potash Fertilizer Inflow and Outflow Volume in Northwest China in 2007-2011
Figure 47. Potash Fertilizer Inflow and Outflow Volume in Southwest China in 2007-2011
Figure 48. China’s Major Potash Fertilizer Distribution Centers and Corresponding Circulation Volume in 2007-2011 
Figure 49. China’s Major Ports/ Borders and Corresponding Potash Fertilizer Circulation Volume
Figure 50. Potash Fertilizer Production Capacity, Output, Production Cost and Profit of Qinghai Salt Lake Industry Co., Ltd. in 2007-2011
Figure 51. Potash Fertilizer Production Capacity, Output, Production Cost and Profit of SDIC Xinjiang Luobupo Potash Co., Ltd. in 2007-2011
Figure 52. Potash Fertilizer Production Capacity, Output, Production Cost and Profit of Qinghai CITIC Guoan Technology Development Co., Ltd. in 2007-2011
Figure 53. Potash Fertilizer Production Capacity, Output, Production Cost and Profit of Qinghai Lenghu Potash Fertilizer Group Co., Ltd. in 2007-2011
Figure 54. Potash Fertilizer Production Capacity, Output, Production Cost and Profit of Ching Shiang Chemical in 2007-2011