The document provides an overview of the Chinese agrochemical industry from 1995-2010. It discusses increasing production and export levels over this period, with exports growing 10 times to reach 613,000 tons in 2010. Herbicides have become a major export product, especially to the US, Japan and Europe. The industry has seen optimization of product categories toward more herbicides and fewer insecticides and fungicides. It also reviews the consolidation and integration of agrochemical companies in China.

1. 中国农药产业概览 An Overview of Chinese Agrochemical Industry 中国农药工业协会 April 2011

4. 2010 年农药原药产量为 234.2 万吨，同比增长 20.4% 。 The production of AI in 2010 reached 2.34 million tones, increased by 20.4% on year-on-year basis. (unit: kiloton) ( 单位：千吨 ) 1.1 1995-2010 农药产量 Total Agrochemical Production During 1995-2010

5. 连续十六年高速增长： 自 1994 年出口量首超进口量以来，中国农药连年高速增长。在过去 16 年间，出口量增长了 10 倍， 2010 年达 61.3 万吨占总产量的 40% 左右。 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010 中国农药总出口量 Total Chinese Agrochemical Export Volume Sixteen Years’ Spectacular Export Growth ： Export volume exceeded imports for the first time in 1994, and since then, rapid export growth has continued. In fact, during the 16-year period as illustrated below, export volume increased tenfold to 613,000 tones in 2008, accounting for around 40% of the industry’s total output. ( 单位 : 千吨） ( unit: kiloton)

6. 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010 （单位：百万美元） ($ millions, USD)

7. 主要的出口市场： Main Export market: 目前中国最主要的出口市场是亚洲和拉美地区。值得注意的是，近年来随着除草剂的迅速发展，出口到美国、日本、欧洲的除草剂数量有大幅度提升（见下图）。 Asia and Latin America are the main export markets. With the rapid growth of herbicide application, it is noteworthy that exports to the United States, Japan and Western Europe have prospered in recent years. 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010

8. 除草剂十大出口市场 （ 2008 年 , 百万美元） Top 10 Export Markets, 2008 Herbicides ($ millions) 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010

9. 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010 杀菌剂十大出口市场 （ 2008 年 , 百万美元） Top 10 Export Markets, 2008 Fungicides($ millions)

10. 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010 杀虫剂十大出口市场 （ 2008 年 , 百万美元） Top 10 Export Markets, 2008 Insecticides ($ millions)

11. Diazinon Chlorpyrifos 2,4-D Imidacloprid Abamectin Methylaminoavermectin lambda-cyhalothrin Fenitrothion Dimethoate Carbofuran Profenophos Cypermethrin Cartap Aluminium Phosphide Acetamiprid Glyphosate Paraquat Atrazine Clopyralid Dicamba Ametryn Clethodim Metribuzin Metolachlor Mancozeb Tebuconazole Carbendazim Chlorothalonil Propiconazol Gibberellic Acid Ethephon 中国目前可以生产 600 多种农药原药。 China is able to produce 600 more active ingredients now. 主要出口产品 : Major Export Products 1.2 1995-2010 农药出口状况 Total Agrochemical Export During 1995-2010

12. 杀虫剂、杀菌剂、除草剂三大类农药品种比例不断优化，下表可看出这一明显变化。 The ratio among insecticides, fungicides and herbicides was optimized continously and underneath table shows this distinctive change. 1.3 农药产品结构调整 Product Structure Adjustment 种类 Type 1995 2000 2005 2010 杀虫剂 insecticide 70% 61% 42% 32% 除草剂 Herbicide 15% 18% 29% 45% 杀菌剂 Fungicide 11% 11% 10% 7%

13. ■ Insecticide 杀虫剂 ■ Herbicide 除草剂 ■ Fungicide 杀菌剂 (unit: kiloton) ( 单位：千吨 ) 我国农药三大类农药品种总产量 Total Agrochemical Output By Class 1.3 农药产品结构调整 Product Structure Adjustment

27. 4 打击农药走私 Combating Against Illegal Manufacturing

31. 5 未来农药市场预测 Outlook on Future Market

32. ● 土地改革即土地经营权的流转将使得国内农药使用量增加 。 Land reform will drive greater consumption of agrochemicals domestically. ● 一方面更严格的环保要求使得行业准入门槛提高 , 加快了小企业被淘汰的速度；另一方面 , 优势企业利用资本市场收购并购企业的能力增强，因此预计未来几年农药行业的整合速度会大大加快。 More rigorous environmental requirements for manufacturing facilities eliminate many weak companies, and at the other side, advantegous company is easy to get capital from market to buy other comapnies, which together will surely speed the industry consolidation. ● 成立协作组，旨在稳定重点原药（草甘膦、吡虫啉、百草枯、阿维菌素和 2,4-D ）的供应。 Industry-sponsored working groups aim to stabilize supply of key actives (glyphosate, imidacloprid, paraquat, abermectin, 2,4-D). 5 未来农药市场预测 Outlook on Future Market

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