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Trendeo industrial investment in asia may 2018

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Our data about industrial and high value investment in Asia, 2016-2018

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Trendeo industrial investment in asia may 2018

  1. 1. 1 Industries & Strategies database, by Trendeo Asia High value investments* (*manufacturing, R&D, energy, logistics) January 2016- April 2018
  2. 2. 2 Industries & Strategies database, by Trendeo Asia1 January 2016 - April 2018 4 292 projects announced 2 045 billion dollars 1 238 267 jobs The Industries & Strategies database tracks, since 2016, every industrial investment (manufacturing, energy, logistics, R&D) announced worldwide (over 30 MUSD or 50 jobs). Each information is classified by product, sector, company, country, even a qualitative score (factories of the future score). Since january 2016, 8 973 investments have been tracked, among them 4 292 in Asia (almost 50%). As the database is updated weekly, our users benefit from a more detailed information, including cancelled investments, factories of the future score details, capacity… 1 Using United Nations M49 classification (Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, Uzbekistan, China, Hong Kong, Macao, South Korea, Japan, Mongolia, North Korea, South-eastern Asia, Brunei Darussalam, Cambodia, Indonesia, Lao, Malaysia, Myanmar, Philippines, Singapore, Thailand, Timor-Leste, Viet Nam, Afghanistan, Bangladesh, Bhutan, India, Iran, Maldives, Nepal, Pakistan, Sri Lanka, Armenia, Azerbaijan, Bahrain, Cyprus, Georgia, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, State of Palestine, Syrian Arab Republic, Turkey, United Arab Emirates, Yemen).
  3. 3. 3 Industries & Strategies database, by Trendeo In the database, each information is described precisely across 30 quantitative and qualitative fields. The tables below synthetize the available data alongside different criteria. Asia within the world Among the main economic areas below, Asia ranks first by amount invested, number of projects invested and jobs created. The average amount invested by project is 13% higher in Asia than the global average. Top areas by number of projects received, jobs and by investment received in M$, 2016-2018 Map from our 2017 World Industrial investment monitor Area Projects % Jobs % M$ % M$/projects Asia 4 292 47,8% 1 238 267 58,3% 2 045 992 54,2% 477 Americas 2 362 26,3% 441 799 20,8% 710 311 18,8% 301 Europe 1 558 17,4% 249 648 11,8% 487 317 12,9% 313 Africa 574 6,4% 184 941 8,7% 397 660 10,5% 693 Others 187 2,1% 9 347 0,4% 136 254 3,6% 729 Sum 8 973 100% 2 124 002 100% 3 777 534 100% 421
  4. 4. 4 Industries & Strategies database, by Trendeo Geographical repartition within Asia Tracking information throughout a list of languages that does not include Chinese, yet, we probably underestimate investment in China, as only the biggest investments are reported by English speaking media. In an appendix, we try to estimate the degree of this under-evaluation. All following comments must then be understood keeping this point in mind. India and China altogether make slightly more than half of the amount invested in Asia, and two thirds of the number of projects tracked. In number of projects, Vietnam and Japan rank third and fourth, but Saudi Arabia and Indonesia replace them by amount invested – Saudi Arabia having one of the highest amount invested by project. Investments by country, announced in Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created, and amounts invested. Rank Country Projects % Jobs % M$ % M$/project 1 India 2 130 49,6% 837 452 67,6% 525 090 25,7% 247 2 China 666 15,5% 156 650 12,7% 516 673 25,3% 776 3 Saudi Arabia 60 1,4% 16 706 1,3% 117 269 5,7% 1 954 4 Indonesia 100 2,3% 12 890 1,0% 91 271 4,5% 913 5 Vietnam 131 3,1% 75 410 6,1% 86 437 4,2% 660 6 South Korea 64 1,5% 220 0,0% 72 810 3,6% 1 138 7 Turkey 43 1,0% 10 885 0,9% 69 601 3,4% 1 619 8 Pakistan 91 2,1% 3 700 0,3% 68 767 3,4% 756 9 Bangladesh 89 2,1% 2 500 0,2% 66 270 3,2% 745 10 Iran 82 1,9% 10 910 0,9% 65 557 3,2% 799 11 Malaysia 90 2,1% 32 437 2,6% 54 747 2,7% 608 12 Kazakhstan 23 0,5% 3 143 0,3% 45 131 2,2% 1 962 13 United Arab Emirates 78 1,8% 2 215 0,2% 43 090 2,1% 552 14 Oman 29 0,7% 546 0,0% 29 556 1,4% 1 019 15 Azerbaijan 9 0,2% 905 0,1% 28 137 1,4% 3 126 16 Taiwan 30 0,7% 7 210 0,6% 21 759 1,1% 725 17 Japan 107 2,5% 1 801 0,1% 20 495 1,0% 192 18 Myanmar 71 1,7% 1 015 0,1% 17 661 0,9% 249 19 Philippines 79 1,8% 16 174 1,3% 16 722 0,8% 212 20 Thailand 76 1,8% 19 290 1,6% 15 566 0,8% 205 21 Bhutan 13 0,3% - 0,0% 8 404 0,4% 646 22 Laos 8 0,2% - 0,0% 7 879 0,4% 985 23 Bahrain 10 0,2% 1 150 0,1% 7 536 0,4% 754 24 Mongolia 2 0,0% - 0,0% 7 300 0,4% 3 650 25 Singapore 38 0,9% 1 353 0,1% 7 191 0,4% 189 26 Tajikistan 7 0,2% 1 200 0,1% 6 313 0,3% 902 27 Nepal 30 0,7% 3 745 0,3% 5 600 0,3% 187 28 Turkmenistan 5 0,1% 1 400 0,1% 4 000 0,2% 800 29 Georgia 15 0,3% 7 570 0,6% 3 963 0,2% 264 30 Kuwait 4 0,1% - 0,0% 3 711 0,2% 928 Top 30 countries 4180 97% 1 228 477 99% 2 034 506 99% 487 16 other countries 112 2,6% 9 790 0,8% 11 486 0,6% 103 Sum 4292 100% 1 238 267 100% 2 045 992 100% 477
  5. 5. 5 Industries & Strategies database, by Trendeo Among the 30 top regions ranked by amount invested (out of 434 regions in which investments have been tracked), 10 are in China, 6 are in India, 2 in Saudi Arabia and Bangladesh and ten countries have one region in this ranking: South Korea, Kazakhstan, United Arab Emirates, Azerbaidjan, Malaysia, Pakistan, Iran, Turkey, Indonesia and Taiwan. Investments by region, announced within Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created and amounts invested. Rank Region Projects % Jobs % M$ % 1 Maharashtra (India) 258 6,0% 177 714 14,4% 107 778 5,3% 2 Guangdong (China) 54 1,3% 10000 0,8% 84898 4,1% 3 Odisha (India) 173 4,0% 94527 7,7% 72652 3,6% 4 Andhra Pradesh (India) 231 5,4% 129 970 10,5% 70305 3,4% 5 Jiangsu (China) 131 3,1% 7 295 0,6% 62828 3,1% 6 Gujarat (India) 275 6,4% 61751 5,0% 60192 2,9% 7 Eastern Province (Saudi Arabia) 22 0,5% 14150 1,1% 57120 2,8% 8 Zhejiang (China) 54 1,3% 10190 0,8% 42949 2,1% 9 Fujian (China) 19 0,4% 0 0,0% 42412 2,1% 10 Gyeonggi-do (South Korea) 12 0,3% 0 0,0% 41 843 2,0% 11 Atyrau (Kazakhstan) 4 0,1% 500 0,0% 39 410 1,9% 12 Hubei (China) 22 0,5% 2 000 0,2% 39 117 1,9% 13 Sichuan (China) 27 0,6% 0 0,0% 37 397 1,8% 14 Abu Dhabi (United Arab Emirates) 40 0,9% 1 645 0,1% 35 383 1,7% 15 Tamil Nadu (India) 163 3,8% 44 975 3,6% 34 437 1,7% 16 Liaoning (China) 26 0,6% 2 030 0,2% 32 292 1,6% 17 Shanghai (China) 42 1,0% 2 725 0,2% 30 091 1,5% 18 Chongqing (China) 22 0,5% 10 200 0,8% 29 226 1,4% 19 Baki (Azerbaijan) 5 0,1% 0 0,0% 28 104 1,4% 20 Johor (Malaysia) 7 0,2% 4 400 0,4% 27 480 1,3% 21 Gilgit-Baltistan (Pakistan) 4 0,1% 0 0,0% 26 282 1,3% 22 Karnataka (India) 171 4,0% 68 538 5,5% 25 063 1,2% 23 Al Madinah al Munawwarah (Saudi Arabia) 8 0,2% 0 0,0% 23 125 1,1% 24 Bushehr (Iran) 12 0,3% 0 0,0% 23 112 1,1% 25 Barisal (Bangladesh) 7 0,2% 0 0,0% 23 060 1,1% 26 Kirklareli (Turkey) 2 0,0% 0 0,0% 23 000 1,1% 27 Chittagong (Bangladesh) 37 0,9% 0 0,0% 22 684 1,1% 28 Maluku (Indonesia) 1 0,0% 0 0,0% 22 000 1,1% 29 Taiwan (Taiwan) 20 0,5% 120 0,0% 21 543 1,1% 30 Hebei (China) 22 0,5% 2 200 0,2% 21 509 1,1% Top 30 regions 1 871 43,6% 644 930 52,2% 1 207 292 59,0% 404 other regions 2 421 56,4% 590 337 47,8% 838 700 41,0% Sum 4 292 100% 1 235 267 100% 2 045 992 100%
  6. 6. 6 Industries & Strategies database, by Trendeo By city and by amount invested, Penukanda comes first, followed by Petaling Jaya and Chongqing. By number of projects, we find three Indian cities, Hyderabad, Bengaluru and Bharuch, with cities from other countries in Myanmar (Yangon), Singapore, Abu Dhabi, and Shanghai as first Chinese city. Top cities in Asia by number of projects received, jobs and investment amount received, 2016-2018. In bold, cities that are included in the two rankings, by amount invested and number of projects Rank City M$ Rank City Projects 1 Penukonda (India) 2 136 770 1 Hyderabad (India) 78 2 Petaling Jaya (Malaysia) 1 340 000 2 Bengaluru (India) 52 3 Chongqing (China) 1 330 910 3 Bharūch (India) 49 4 Shizuishan (China) 1 160 000 4 Yangon (Myanmar) 46 5 Beijing (China) 1 104 260 5 Chennai (India) 41 6 Tainan (Taiwan) 1 069 174 6 Mumbai (India) 41 7 Shenyang (China) 905 300 7 Visakhapatnam (India) 40 8 Hyderabad (India) 792 358 8 Singapore (Singapore) 38 9 Shanghai (China) 559 882 9 Abu Dhabi (United Arab Emirates) 35 10 Hosūr (India) 406 861 10 Sricity (India) 34 11 Abu Dhabi (United Arab Emirates) 405 391 11 Shanghai (China) 33 12 Jiaxing (China) 351 162 12 Pune (India) 30 13 Changwon (South Korea) 349 752 13 Nanjing (China) 24 14 Greater Noida (India) 335 387 14 Srīperumbūdūr (India) 24 15 Thiruvananthapuram (India) 334 451 15 Karachi (Pakistan) 22 16 Kwangyang (South Korea) 329 690 16 Angul (India) 20 17 Singapore (Singapore) 293 804 17 Dubai (United Arab Emirates) 20 18 Jining (China) 287 873 18 Noida (India) 20 19 Lipa City (Philippines) 276 700 19 Suzhou (China) 19 20 Bengaluru (India) 271 793 20 Vadodara (India) 19 21 Solāpur (India) 253 900 21 Parādīp Garh (India) 18 22 Cangzhou (China) 250 000 22 Tirupati (India) 18 23 Shiqiao (China) 250 000 23 Ahmedabad (India) 17 24 Chennai (India) 214 361 24 Al Jubayl (Saudi Arabia) 17 25 Prachin Buri (Thailand) 214 000 25 Chongqing (China) 17 26 Deqing (China) 210 000 26 Mundra (India) 17 27 Changzhou (China) 186 890 27 Nagpur (India) 17 28 Bharūch (India) 154 713 28 Chittagong (Bangladesh) 16 29 Yangon (Myanmar) 150 309 29 Khurda (India) 16 30 Tianjin (China) 143 860 30 Tianjin (China) 15
  7. 7. 7 Industries & Strategies database, by Trendeo Investment by country of origin Asia is the geographical area where the share of endogenous investments2 is the highest – with 93% of investments coming from Asia3 . For each Asian country, in the following table, we added in the last column the share of domestic investment in the overall amount of investment from domestic companies (the first line of the table indicates that Chinese companies announced 579 investment projects, for $490 billion, 82,7% of which invested in China). The United States are the first investor outside the zone, followed by the United Kingdom, Kuwait, France and Germany. A spectacular result is the very low share of Japanese investments going to Japan itself: 16,7%. Country of origin of investments announced in Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created and amounts invested. 2 Endogenous meaning coming from outside of Asia. 3 Data from our 2017 report on industrial investment. Rank Region Projects % Jobs % M$ % Share of self investment 1 China 579 13,5% 202 307 16,3% 490 876 24,0% 82,7% 2 India 1 729 40,3% 459 894 37,1% 457 862 22,4% 94,2% 3 Saudi Arabia 54 1,3% 16 382 1,3% 164 421 8,0% 60,5% 4 South Korea 127 3,0% 55 975 4,5% 107 731 5,3% 62,7% 5 United States 268 6,2% 96 948 7,8% 99 892 4,9% 6 Japan 282 6,6% 40 144 3,2% 97 160 4,7% 16,7% 7 Taiwan 70 1,6% 214 100 17,3% 79 256 3,9% 26,9% 8 United Kingdom 29 0,7% 3 092 0,2% 63 237 3,1% 9 Pakistan 68 1,6% 2 800 0,2% 56 161 2,7% 100,0% 10 Iran 60 1,4% 7 810 0,6% 51 175 2,5% 99,7% 11 Bangladesh 54 1,3% 2 500 0,2% 51 029 2,5% 97,6% 12 United Arab Emirates 65 1,5% 1 835 0,1% 41 112 2,0% 98,3% 13 Malaysia 53 1,2% 5 800 0,5% 39 817 1,9% 88,5% 14 Thailand 58 1,4% 20 560 1,7% 32 798 1,6% 34,1% 15 Vietnam 50 1,2% 16 900 1,4% 27 082 1,3% 99,9% 16 Turkey 23 0,5% 6 285 0,5% 22 226 1,1% 99,6% 17 Kuwait 4 0,1% 400 0,0% 18 050 0,9% 18 France 65 1,5% 3 512 0,3% 16 273 0,8% 19 Singapore 39 0,9% 580 0,0% 15 311 0,7% 2,1% 20 Germany 149 3,5% 24 345 2,0% 14 566 0,7% 21 Philippines 48 1,1% 9 424 0,8% 13 542 0,7% 98,5% 22 Oman 22 0,5% 516 0,0% 12 414 0,6% 100,0% 23 Indonesia 42 1,0% 3 500 0,3% 11 087 0,5% 100,0% 24 Italy 14 0,3% 800 0,1% 8 973 0,4% 25 Bahrain 4 0,1% 350 0,0% 7 255 0,4% 99,2% 26 Netherlands 21 0,5% 2 165 0,2% 6 928 0,3% 27 Kazakhstan 10 0,2% 1 493 0,1% 4 565 0,2% 100,0% 28 Tajikistan 2 0,0% 0 0,0% 4 250 0,2% 100,0% 29 Turkmenistan 5 0,1% 1 400 0,1% 4 000 0,2% 0% 30 Switzerland 44 1,0% 2 720 0,2% 3 106 0,2% Top 30 investor countries 4 038 94,1% 1 204 537 97,3% 2 022 155 98,8% 42 other countries 254 5,9% 33 730 2,7% 23 837 1,2% Sum 4 292 100% 1 238 267 100% 2 045 992 100%
  8. 8. 8 Industries & Strategies database, by Trendeo Investment by company In Asia, investments by state owned companies is important: 8% of projects and 18% of amount invested are undertaken by state owned companies (in the rest of the world, it is 5% of projects and 10% of amounts invested). We also find state owned holdings or funds, such as Chinese Everbright, at the top positions in our ranking. By amount invested, BP, Exxon and Chevron are the first three foreign investors. By number of projects Amazon, Cargill and the Canadian Fairfax financial altogether announced 57 projects. Those 30 top investors represent 27% of overall investment in Asia. Companies announcing investments in Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created and amounts invested, ranked by number of projects. Rank Company Projects Jobs M$ 1 Government of India 79 12 100 23 152 2 China Everbright 71 0 3 571 3 Indian Oil (IOCL) 66 566 24 150 4 OP Jindal Group 45 64 012 25 272 5 Government of China 42 3 350 62 572 6 Oil and Natural Gas Corporation (ONGC) 40 4 671 32 315 7 Banas Dairy 40 0 1 051 8 Tata Group 33 766 16 372 9 Volcan Investments 31 31 325 15 948 10 Aditya Birla Group 27 4 370 4 151 11 Amazon 27 13 500 0 12 Government of Iran 26 300 29 636 13 Government of Pakistan 25 0 50 066 14 NTPC 25 0 25 185 15 China Investment Corporation 25 1 403 16 Adani Group 24 2 730 14 936 17 Coal India 24 4 851 6 752 18 Bharat Petroleum (BPCL) 19 711 11 851 19 Emami Group 18 1 106 1 846 20 Saudi Aramco 17 15 132 99 900 21 Patanjali Group 17 10 700 1 008 22 NLC India 16 3 620 6 341 23 Cargill 16 3 100 479 24 Government of Indonesia 15 0 3 029 25 Reliance Industries 13 0 16 346 26 Samsung 12 15 200 50 766 27 LG 12 6 000 15 528 28 NHPC 12 0 6 069 29 National Aluminium Company (NALCO) 12 7 162 5 502 30 Mahindra Group 12 0 1 553
  9. 9. 9 Industries & Strategies database, by Trendeo Companies announcing investments in Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created and amounts invested, ranked by amount invested. Detail of the ten top investments by state owned Chinese companies. Company Projects Jobs M$ Tsinghua Holdings 4 0 79 447 BP 4 0 56 227 Chevron 2 0 46 800 Nuclear Power Corporation of India 7 0 44 387 Sinopec Group 11 800 36 953 Petronas 5 4 000 27 920 China General Nuclear Power Group 1 0 26 000 United Arab Emirates (Abu Dhabi government) 2 370 25 300 Zhejiang Rongsheng Holding Group 2 0 24 122 Taiwan Semiconductor Manufacturing 4 4000 23 466 Government of China - Main companies Projects Jobs M$ Chinese State Nuclear Power Technology Company (SNPTC) 1 0 23 000 China National Nuclear Corporation (CNNC) 3 0 9 800 Fujian Electronics & Information Group 1 0 5 500 China National Forest Products Corporation 1 0 4 413 State Nuclear Power Technology Company (SNPTC) 2 0 4 135 China Electronics Corporation 1 0 4 062 Port Qasim Energy (Dubai) Holding 1 0 2 090 Huaneng Shandong Ruyi (Pakistan) Energy 1 350 1 800 China National Technical Import & Export Corporation 1 3 000 1 650 Karot Power 1 0 1 640
  10. 10. 10 Industries & Strategies database, by Trendeo Sectors and activities Our database characterizes the main type of activity for each project. Asia distinguishes itself clearly by a share of manufacturing which, at 53,4% of amounts invested, is 10% higher than world average, and mining and quarrying activities which are 12% lower than world average. The amount invested in manufacturing, $1.092 billion, make 67% of world manufacturing investment. Asia is clearly the manufacturing center of the world. Investments announced in Asia, 2016-2018, tracked by Trendeo, by number of projects, jobs created and amounts, by type of activity. Last column: average amount invested by project. The electronics sector is the most over-represented in the top sectors. In fact, the $347 billion of investment in electronics make 92% of world investment in electronics. Investments by sector in Asia, 2016-2018, in number of projects, jobs and amount invested. Last column: average amount invested by project. Production type Projects % Jobs % M$ % Diff. with world M$/project Agriculture, forestry and fishing 20 0,5% 2 530 0,2% 1 486 0,1% 0,0% 74 Data center 44 1,0% 550 0,0% 1 291 0,1% -0,7% 29 Logistic platform 291 6,8% 28 184 2,3% 79 012 3,9% 0,4% 272 Manufacturing 2 633 61,3% 1 068 459 86,3% 1 092 939 53,4% 10,3% 415 Mining and quarrying 202 4,7% 12 946 1,0% 253 248 12,4% -12,1% 1 254 Power generation and/or distribution 790 18,4% 27 419 2,2% 584 589 28,6% 2,1% 740 R&D 178 4,1% 97 057 7,8% 21 551 1,1% 0,1% 121 Waste treatment plant 58 1,4% 242 0,0% 2 660 0,1% -0,1% 46 Water treatment plant 76 1,8% 880 0,1% 9 216 0,5% 0,0% 121 Sum 4 292 100% 1 238 267 100% 2 045 992 100% 477 Rank Sector Projects % Jobs % M$ % Diff. with world M$/project 1 Electricity, gas and steam 634 14,8% 26 821 2,2% 571 972 28,0% 1,9% 902 2 Chemicals 492 11,5% 56 532 4,6% 229 873 11,2% 0,4% 467 3 Food 309 7,2% 37 066 3,0% 10 572 0,5% -0,5% 34 4 Non-metallic minerals 280 6,5% 28 444 2,3% 28 233 1,4% -0,2% 101 5 Automotive 259 6,0% 68 610 5,5% 83 688 4,1% -0,3% 323 6 Electronics 222 5,2% 467 320 37,7% 347 945 17,0% 7,0% 1 567 7 Basic metals 193 4,5% 115 962 9,4% 110 744 5,4% 1,7% 574 8 Warehousing and support for transport. 163 3,8% 20 440 1,7% 63 154 3,1% 0,8% 387 9 Pharmaceutical 157 3,7% 22 173 1,8% 10 217 0,5% -0,4% 65 10 Oil/gas refining and coke 152 3,5% 12 472 1,0% 257 638 12,6% 4,3% 1 695 11 Waste and materials recovery 136 3,2% 507 0,0% 9 838 0,5% 0,1% 72 12 Plastic and rubber 134 3,1% 43 055 3,5% 15 826 0,8% -0,1% 118 13 Electrical equipment 127 3,0% 19 061 1,5% 10 330 0,5% -0,2% 81 14 Machinery 100 2,3% 5 876 0,5% 4 406 0,2% 0,0% 44 15 Paper and cardboard 86 2,0% 23 857 1,9% 13 664 0,7% -0,4% 159 16 Oil/gas mining 77 1,8% 1 590 0,1% 166 341 8,1% -4,2% 2 160 17 Beverage 67 1,6% 14 642 1,2% 4 412 0,2% -0,1% 66 18 Fabricated metals 59 1,4% 5 270 0,4% 1 877 0,1% -0,1% 32 19 Retail trade 47 1,1% 19 245 1,6% 123 0,0% -0,2% 3 20 Aeronautics 47 1,1% 5 590 0,5% 4 704 0,2% -0,1% 100 Top 20 sectors 3 741 87,2% 994533 80,3% 1 945 557 95,1% 520 39 other sectors -551 -12,8% -243 734 -19,7% -100 435 -4,9% 182 Total Asia 4 292 100% 1 238 267 100% 2 045 992 100% 477
  11. 11. 11 Industries & Strategies database, by Trendeo Top projects The following table lists the ten biggest investments announced since january 2016 (we recorded in our database some projects that had been announced before but were discussed again since January 2016). Eight of these projects are in the energy sector, the other two are in electronics. Description M$ (Update) Saudi and Indian state-owned oil companies are planning to invest 44 bn USD to set up the world's largest refinery and petrochemical complex at Babulwadi, near Rajapur (India). 44 000 Chevron, with other U.S. and international partners, is investing 36,8 bn USD near Qulsary (Kazakhstan) in expansion of Tengiz oil field to increase production capacity to 1 million barrels of oil equivalent a day by 2022. 36 800 Tsinghua Unigroup is investing 30bn USD, including 10 bn USD in the initial phase, for a new memory chip plant at Nanjing (China). 30 000 The British BP, with several international partners, is investing 28 billion dollars in the project of Shah Deniz 2, an extension of offshore natural gas extraction facilities on the Caspian Sea, off the coast of Sangachal (Azerbaijan) to produce 58 million m3 of gas per day, and the construction of a pipeline of 3500 km across Georgia, Turkey, Bulgaria and Italy. 28 000 (Update) Petronas, with Saudi Aramco, is investing 27 bn USD to set up a new large complex of petrochemical plants in Pengerang (Malaysia), which should generate more than 4,000 permanent jobs by 2019. 27 000 China General Nuclear Power Group, with its French partner EDF, build 2 new nuclear plants, named Taishan 1 and 2, 1 750 MW each in Taishan (China), investing 26billion dollars for commissioning in late 2017. 26 000 Emirates Nuclear Energy Corporation (ENEC), with a consortium led by the Korea Korea Electric Power Corporation (KEPCO), is investing 25 bn USD in new 5600 MW nuclear power plant in Barakah (United Arab Emirates), about 50 km south west of the town of Ruwais. 25 000 (Update) Zhejiang Petroleum and Chemical is investing 24,1 bn USD to set up a new mega petrochemicals refinery near Daishan (China). 24 122 (Update) Stated-owned Tsinghua Holdings merged its memory chipmaking operations with Wuhan Xinxin Semiconductor Manufacturing Corporation (XMC), and invests 24 billion USD to build a semiconductor manufacturing mega-complex in Wuhan (China). 24 000 Chinese State Nuclear Power Technology Company (SNPTC) may be the operator of the Turkey's third nuclear power plant located in Igneada, with technology that come from US based firm Westinghouse Electric Company. 23 000
  12. 12. 12 Industries & Strategies database, by Trendeo Qualitative scores Our factories of the future score aggregates six components defined with our partners4 : - Flexibility: the ability to switch from a product to another, enabling made-to-order manufacturing, - Digitalization: the introduction of technologies such as IoT, robotics, automation, - Energy efficiency: every measure taken to lower energy consumption compared with usual norms, - Social efforts: measures undertaken for operations, through working conditions, health and safety concern, training, education and wages…, - Territorial efforts: decisions aiming at improving the relations between a production site and local communities and stakeholders, such as favoring local suppliers, funding schools, contributing to local social projects…, - Environmental efforts: reducing carbon footprint and pollution, water preservation… Each criterion is ranked 0 (no mention in the news describing the investment), 1 (some measures described) or 2 (quantitative objectives defined for the criterion considered or insistence on it). Adding those 0-2 scores over six criteria gives a total Industry of the Future score which varies from 0 to 12. There are, listed in the following table, the 12 projects with a score of 9 or more. The average score in Asia is 0,89, lower than the average global score (1,03). There is no apparent link between the factory of the future score and the size of the projects. The average score for FDI investments (0,86) is lower than the average domestic score (0,91). Best scored projects for factory of the future criteria. 4 Fives, EDF (Electricité de France) and the Institut de la réindustrialisation. Project Jobs M$ Efficiency Flexibility Digitization Social Efforts Environmental Efforts Territorial Efforts Score Sintex Industries is investing around 895 MUSD to set up a new textiles processing plant in Pipavav, near Rajula (India), which would create 8 000 jobs. 8 000 895 2 2 2 2 2 10 Japanese company Honda has invested 163 MUSD in a new scooter plant at Mandal (India), leading to creation of4 000 new jobs. 4 000 163 2 2 2 2 2 10 Chevron, with other U.S. and international partners, is investing 36,8 bn USD near Qulsary (Kazakhstan)in expansion of Tengiz oil field to increase production capacity to 1 million barrels ofoil equivalent a day by 2022. 36 800 2 2 2 2 2 10 The American PepsiCo invests 178 million USD in a new plant in Sricity sodas (India), which is expected to create 8,000 direct and indirect jobs. 8 000 178 2 2 2 1 2 9 SAIC Motor and Italian-Dutch company CNH Industrial have invested 282 MUSD to relocate commercial vehicle manufacturing operations to a new plant near Shiqiao, Jiangsu (China). 282 2 2 2 1 2 9 Jindal Steel and Power is planning to invest 48 MUSD to set up a new cement grinding plant in Mukundpur, near Angul (India). 111 48 1 2 1 1 2 2 9 Germany's BASF has invested 53 MUSD to set up a new global R&D centre for agrochemicals, pharmaceuticals and crop protection research in Mumbai (India), where up to 300 scientists would be able to work. 300 53 2 2 1 1 2 1 9 Hino Motors has invested more than 550 MUSD to relocate production of medium-and heavy-duty trucks to a new plant in Koga, Ibaraki (Japan). 553 2 2 2 1 2 9 Jawahar Shetkari Sahakari Sakhar Karkhana is investing 11 MUSD to increase its cane crushing capacity from 7 500 to 12 000 tonnes per day at its Hupari sugar mill near Ichalkaranji (India). 11 1 2 2 1 2 1 9 British-Indian company GlaxoSmithKline Pharmaceuticals is investing around 150 MUSD in a new gastroenterology and anti-inflammatory medicine plant in Vemgal, near Kolar (India), which would create 232 new jobs. 232 150 2 1 2 2 2 9 (Update)AmulFed Dairy is going to invest 59 MUSD in a new milk powder plant in Bhat near Gandhinagar (India). 59 2 1 2 2 2 9 Advanced Semiconductor Engineering (ASE) breaks ground for a new integrated circuit packaging factory in Kaohsiung (Taiwan). 1 800 2 1 2 2 2 9
  13. 13. 13 Industries & Strategies database, by Trendeo Detailed Sample Each operation is described on a dedicated page in the database, including information such as production capacity.
  14. 14. 14 Industries & Strategies database, by Trendeo Appendix Detail of the energy sector, by product and type of product The next table shows the detail by product and type of products for the energy sector. The nuclear sector and fossil fuel power plants are roughly equivalent, with 76% of investments in the sector. With 23%, the renewables come in third position, with hydroelectricity much more present than solar and wind. Repartition of the investment by product and type of product within the energy sector, 2016-2018 Product Type of product Projects Jobs M$ % M$/project Nuclear power plant 32 1 100 217 082 38,0% 6 784 Fossil-fuel power plant 223 21 570 206 079 36,0% 924 Coal power 134 21 270 169 500 29,6% 1 265 Gas based power 18 13 286 2,3% 738 Gas-fired combined cycle power 39 300 10 999 1,9% 282 Oil fired electricity 10 5 099 0,9% 510 Integrated gasification combined cycle power 2 2 800 0,5% 1 400 Oil shale electricity 1 2 200 0,4% 2 200 Gas-fired combined heat and power plant 2 1 219 0,2% 610 Lignite power 3 572 0,1% 191 Diesel fired electricity 7 245 0,04% 35 Combined Cycle Power 2 159 0,03% 80 / 3 Dual-fuel power 1 Coal-biomass power 1 Renewable energy power plant 335 2 262 130 457 22,8% 389 Hydroelectricity 99 70 84 757 14,8% 856 Solar power 156 1 935 34 814 6,1% 223 Wind power 46 5 265 0,9% 114 Geothermal electricity 3 2 020 0,4% 673 Biomass Electricity 17 50 1 930 0,3% 114 Offshore wind power 2 1 037 0,2% 519 Fuel cell-fired combined heat and power 2 166 0,03% 83 Wind-solar-battery power 1 156 0,03% 156 Biomass-fired combined heat and power plant 3 150 0,03% 50 Heat recovery electricity 3 35 105 0,02% 35 Solar-biomass power 1 172 23 0,004% 23 Hydrogen power 1 19 0,003% 19 Ocean thermal energy conversion 1 15 0,003% 15 Manufacture of syngas 7 11 328 2,0% 1 618 Coal gasification 5 8 347 1,5% 1 669 Petroleum coke gasification 2 2 981 0,5% 1 491 Port terminal 9 2 684 0,5% 298 Coal terminal 1 1 300 0,2% 1 300 Terminal for LNG carriers 3 784 0,1% 261 Terminal for liquefied petroleum gas 1 262 0,05% 262 Liquefied Petroleum Gas terminal 2 237 0,04% 119 Dry bulk terminal 1 75 0,01% 75 Liquid bulk terminal 1 26 0,005% 26 Nuclear fuel 1 1 500 1 505 0,3% 1 505 Coal 5 1 284 0,2% 257 Production and distribution of steam 1 600 0,1% 600 Solar steam heating 1 600 0,1% 600 Drinking water 2 300 0,1% 150 Drinking water by desalination 2 300 0,1% 150 Solar panel 1 220 0,0% 220 Photovoltaic Module 1 220 0,04% 220 Warehousing and storage 3 25 182 0,0% 61 Liquid bulk storage terminal 2 153 0,03% 77 Terminal for liquefied petroleum gas 1 25 29 0,01% 29 Gas supply 10 238 139 0,02% 14 Bottling of liquefied petroleum gas 10 238 139 0,02% 14 Design & Innovation 1 100 80 0,01% 80 R&D for solar energy production equipment 1 100 80 0,01% 80 Waste-to-energy 1 22 0,004% 22 Manufacture of producer gas 1 26 10 0,002% 10 Producer gas from coal 1 26 10 0,002% 10 Energy storage 1 Lithium-ion battery electricity 1 Production and distribution of chilled water 1 Sum 634 26 821 571 972 100% 902
  15. 15. 15 Industries & Strategies database, by Trendeo China is under-represented in our database, by which amount? In our results, readers will find that investment in India is 2% higher than in China. This does not seem coherent with the fact that Chinese GDP is 2,4 times higher than India’s5, and China’s GDP share of industry is also higher than in India – by ten points. As the following chart shows, for each category of investment, by amount, we have more projects detected in India, except when amounts invested become closer to the $2,5 billion range. Most probably, the projects in China under this size are not reported by English speaking media, only in the Chinese media. We think that working in Chinese will help us, in the near future, to close the gap of information between China and India. It must also be taken into account the fact that the IMF forecasts a higher growth in India than in China in 20186, which could lead to a Chinese lead over India lower than expected. Number of projects in India (green dots) and China (red dots), for each class of investments by amount invested (there are in our database 100 investments between $10 M and $50 M in China, and 600 in India). 5 http://databank.worldbank.org/data/download/GDP_PPP.pdf 6 https://www.forbes.com/sites/salvatorebabones/2018/01/02/india-will-outgrow-china-in-2018-but-must-invest- in-next-generation-value-chains/#4d2368b844d8
  16. 16. 16 Industries & Strategies database, by Trendeo “Understanding industrial and high value investment strategies worldwide, in real-time„ It is very easy to obtain aggregated data on industrial investment worldwide. But who is behind the numbers? The Industries & strategies database gather qualitative and quantitative information about industrial investments announced worldwide. For each investment that we detect through 200 000 web sources worldwide, we fill a complete fact sheet with amount invested, jobs created, sector, mother company and so on, but we also score the project along six industry 4.0 criteria (production flexibility, energetic efficiency, digitalisation level, environmental measures, territorial measures, social efforts). An innovative tool to analyse industrial investment worldwide in real-time. Easily take the pulse of world industry and industry 4.0  Investment and job announcements are very good indicators of industrial trends  We will publish a yearly analysis of our data to subscribers  Complete description of investment projects, with geocoded information  Identification of customers, suppliers and funding entities  Clear ranking of industry 4.0 criteria worldwide (40% of projects are scored) Define your commercial strategy, lobby and share  Easy identification of landmark projects a bonus for B2B industrial suppliers  Following sectoral and geographical trends through time Research and marketing made easy  The database make it easier to identify the major players in world industries  Our qualitative analysis makes it easy to focus on best practices Stimulate your team The database is very good as a quick answer to all your intuitions that may or may not be confirmed by a thorough tracking of industrial investment worldwide. With this tool you and your team will be able to adjust your strategy with a better analysis of world trends. 8 973 Investments since 2016 2 124 002 Jobs created 50 Descriptive fields 3 777M$ invested 164 Destination countries 6 144 companies
  17. 17. 17 Industries & Strategies database, by Trendeo Contact This document is a short synthesis of the data available in the Industries & Strategies database about investments in Asia. Contact us for more information, pricing, a trial, a face to face or an online presentation: contact@trendeo.net / +33 (0) 1 42 79 51 26 David Cousquer / david.cousquer@trendeo.net Sponsors The Industries & Strategies database has been made possible by our sponsors: Fives, the Institut de la Réindustrialisation, EDF and Defi&Co (Programme d’investissement d’avenir (PIA), managed by Caisse des Dépôts et Consignations). PIA DEFI&Co: Fives, an industrial engineering Group, designs and supplies machines, process equipment and production lines for the world’s largest industrial groups including the aluminium, steel, glass, automotive, aerospace, logistics, cement and energy sectors. The Institut de la réindustrialisation is a French think tank aiming at promoting the role and importance of industry in the French economy. Two engineering schools are its main members. A global leader in low-carbon energy, the EDF Group covers every sector of expertise, from generation to trading and transmission grids.

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