泰國建筑材料行業(yè)市場前景及投資研究報告-培訓課件外文版2024.4

INDUSTRIES

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MARKETSConstructionmaterialindustryinThailandCHAPTER

01OverviewGrossdomesticproduct(GDP)fromtheconstructionsectorinThailandfrom2009to2021(inbillionThaibaht)GDPfromconstructionThailand2009-2021500450439.13422.02419.07410.13400.42394.7340035030025020015010050379.94344.79340.96337.04306.62302.79271.2602009201020112012201320142015201620172018201920202021*4Description:In2021,theconstructionsectorcontributedapproximately439billionThaibahttoThailand'sGDP.Suchvaluealsoincreasedinrecentyears.Inthatsameyear,Thailand'sserviceindustries'totalGDPamountedtoaround6.7trillionThaibaht.

ReadmoreNote(s):Thailand;2009to2021;figuresatcurrentmarketprices;*Preliminaryfigure.Figureshavebeenrounded.Datapriorto2011wereobtainedfromthepreviousreport.OneThaibahtisequalto0.028U.S.dollarsand0.026eurosasof[...]

ReadmoreSource(s):NationalStatisticalOffice(Thailand)InvestmentvalueoftheconstructionindustryinThailandfrom2017to2022(intrillionThaibaht)ConstructioninvestmentvalueThailand2017-20221.61.41.361.361.311.31.271.211.21.00.80.60.40.20.02017201820192020202120225Description:In2022,theconstructionindustry'sinvestmentvalueinThailandamountedtomorethan1.3trillionThaibaht.Theinvestmentvalueremainedunchangedcomparedtothepreviousyear.ReadmoreNote(s):Thailand;2017to2022Source(s):GSBResearchCenter;NESDCProducerpriceindex(PPI)forintermediateconstructionsuppliesinThailandfrom2009to2022PPIforintermediateconstructiongoodsThailand2009-2022108.0106.0104.0102.0100.098.096.0200920102011201220132014201520162017201820192020202120226Description:In2022,theproducerpriceindex(PPI)forintermediateconstructionproductsinThailandstoodat106.3indexpoints.Inthatsameyear,theoverallproducerpriceindex(PPI)inThailandamountedto112.9indexpoints.

ReadmoreNote(s):Thailand;2009to2022Source(s):NationalStatisticalOffice(Thailand);TradePolicyandStrategyOfficeMarketshareofconstructionsuppliesbasedonsalesvalueinThailandin2022,bymaterialMarketshareofconstructionsuppliesThailand2022,bymaterial60%50%40%51%30%21%18%20%10%0%7%3%Constructionsteel*CementCeramictilesSanitarywareOthers**7Description:In2022,thesalesvalueofconstructionsteelaccountedforabout21percentofthetotalmarketshareofconstructionmaterialsalesinThailand.Thiswasfollowedbythesalesofcement,accountingforaround18percentoftheconstructionmaterialmarketinthecountry.ReadmoreNote(s):Thailand;2022;*Constructionsteelreferredtobarandsection(hot-rolledstructuralsteel).**Othersincludeglass,concreteblocks,concretepipes,precastconcretesections,hightensilesteel,andgalvanizedsteelsheets.

ReadmoreSource(s):KrungsriResearch;OfficeofIndustrialEconomics(Thailand)CHAPTER

02ConstructionInvestmentvalueoftheconstructionindustryinThailandin2022,bysector(inbillionThaibaht)ConstructioninvestmentvalueThailand2022,bysectorValueinbillionThaibaht4000100200300500600700800900Publicsector795.57Privatesector568.849Description:In2022,theconstructionindustry'sinvestmentvalueforthepublicsectorinThailandamountedtoaround795.6billionThaibaht.Thetotalconstructioninvestmentvalueamountedtoaround1.3trillionThaibahtinthesameyear.AlthoughtheconstructionindustryinthecountryhadbeenseverelyinterruptedbytheCOVID-19pandemic,resultingintemporaryshutdownsofconstructionsites,theindustrystillhasgreatpotentialforgrowthinthefuture.ReadmoreNote(s):Thailand;2022Source(s):GSBResearchCenter;NESDCNumberofconstructionbusinessesinThailandfrom2017to2022(in1,000s)NumberofconstructioncontractorsThailand2017-2022160141.59138.19140133.25130.02126.16121.8212010080604020020172018201920202021202210Description:In2022,thereweremorethan141.5thousandconstructionbusinessesinThailand.Thenumberofconstructionfirmshasbeenrisingthroughouttheexaminedperiod.ReadmoreNote(s):Thailand;2017to2022Source(s):GSBResearchCenterNumberofconstructionbusinessesinThailandin2022,bytype(in1,000s)NumberofconstructioncontractorsThailand2022,bytypeNumberofconstructionbusinessesinthousands020406080100120JuristicpersonNormalperson108.8332.75Communityenterprise

0.0111Description:In2022,thejuristicpersonsaccountedforthemajorityoftheconstructionfirmsinThailand,amountingto108.8thousandbusinesses.Inthesameperiod,thereweremorethan141.5thousandconstructionbusinessesinThailand.

ReadmoreNote(s):Thailand;2017to2022Source(s):GSBResearchCenterNumberofregisteredconstructioncompaniesinThailandfrom2018to2022(in1,000s)NumberofregisteredconstructionfirmsThailand2018-2022120108.17101.4799.2596.2710080604020092.322018201920202021202212Description:In2022,therewerearound108.2thousandregisteredconstructioncompaniesinThailand.Thenumberofregisteredfirmshasbeenrisingthroughouttheexaminedperiod.

ReadmoreNote(s):Thailand;2018to2022Source(s):GSBResearchCenterNumberofnewlyregisteredconstructioncompaniesinThailandfrom2018to2022NumberofnewlyregisteredconstructionfirmsThailand2018-202212,00010,00010,0669,9829,2699,1579,0418,0006,0004,0002,00002018201920202021202213Description:In2022,therewerearound10.1thousandnewlyregisteredconstructioncompaniesinThailand.Thenumberofnewregisterfirmshasbeenrisingthroughouttheexaminedperiod.

ReadmoreNote(s):Thailand;2018to2022Source(s):GSBResearchCenterCHAPTER

03MaterialdemandYear-on-yeargrowthrateofconstructionmaterialsbasedonproductionvolumeinThailandfromJanuarytoMay2023YoYproductiongrowthrateofconstructionmaterialsThailand5M202310%4%5%0%-2.1%-5%-7.3%-10%-15%-20%-25%-20.2%ConstructionsteelCementCeramictilesSanitarywares15Description:Duringthefirstfivemonthsof2023,productionvolumeofconstructionsteelgrewbyaroundfourpercentcomparedtothesameperiodofthepreviousyear.Meanwhile,sanitarywaresproductionvolumecontracteda20.2percentdecreaseinthecountry.ReadmoreNote(s):Thailand;JanuarytoMay,2023Source(s):IronandSteelInstituteofThailand;KrungsriResearch;MinistryofCommerce(Thailand);OfficeofIndustrialEconomics(Thailand)Year-on-yeargrowthrateofconstructionmaterialsbasedondomesticsalesinThailandfromJanuarytoMay2023YoYsalesgrowthrateofconstructionmaterialsThailand5M202315%13%10%5%1.1%0%-3.1%-5%-10%-6.3%ConstructionsteelSanitarywaresCementCeramictiles16/statistics/1171323/thailand-year-on-year-sales-growth-of-constructional-materialsDuringthefirstfivemonthsof2023,constructionsteeldomesticsalesgrewbyaround13percentcomparedtothesameperiodofthepreviousyear.Bycomparison,thesalesgrowthofceramictilescontracteda6.3percentdecreaseinthecountry.

ReadmoreNote(s):Thailand;JanuarytoMay,2023Source(s):IronandSteelInstituteofThailand;KrungsriResearch;MinistryofCommerce(Thailand);OfficeofIndustrialEconomics(Thailand)NumberofstoresofmajorconstructionmaterialretailcompaniesinThailandasofOctober2023NumberofstoresofmajorbuildingmaterialretailcompaniesThailand2023Numberofstores600204080100120140160180200HomeProductCenterPublicCompanyLimitedSiamGlobalHousePublicCompanyLimitedDoHomePublicCompanyLimited188802417Description:InOctober2023,HomeProductCenterPublicCompanyLimited,thecompanythatownsHomeProinThailand,hadthehighestnumberofstoreoutlets,amountingto188shops.ThiswasfollowedbySiamGlobalHousePublicCompanyLimited,knownforitsstorescalledGlobalHouse,with80branches.ReadmoreNote(s):Thailand;asofOctober2023;thedatacoversonlythebrancheslocatedinThailandSource(s):BangkokBizNews;TheStockExchangeofThailandBreakdownforecastofcementdemandinThailandfrom2021to2023,bysegmentShareforecastofcementdemandinThailandfrom2021-2023,bysegmentCommercial15%Residential45%Government40%18Description:Itisforecastthattheresidentialsegmentwouldaccountfor45percentofalldemandforcementinThailandfrom2021to2023.Throughtheseyears,thequantityofcementdistributedtothelocalmarketisalsoforecasttoincreasebythreetofourpercentannually.ReadmoreNote(s):Thailand;2021Source(s):KrungsriResearch;RealEstateInformationCenterCHAPTER

04CementLeadingcementmanufacturersworldwidein2023,basedonrevenue(inbillionU.S.dollars)Revenueofmajorglobalcementmanufacturers2023RevenueinbillionU.S.dollars10

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20052530354045Holcim(Switzerland/France)UltraTechCement(India)AnhuiConchCement(China)HeidelbergCementAG(Germany)GrasimIndustries(India)TheSiamCementPublicCo(Thailand)Cemex(Mexico)39.2629.1418.1515.3314.611.2811.1310.97AmbujaCements(India)ShreeCement(India)XinjiangTianshanCement(China)TaiwanCement(Taiwan)BuzziUnicem(Italy)10.5510.58.495.395.13CNBM(China)20Description:InJuly2023,HolcimLtdhadarevenueofover39billionU.S.dollars,whichgaveitthedistinctionofbeingtheleadingglobalcementcompanybasedonrevenue.Anotheroneofthelargestcementcompaniesintheworld,India'sUltratechCementgeneratedmorethan29billionU.S.dollarsinrevenueinJuly2023,andcameinsecondplaceintheranking.ReadmoreNote(s):Worldwide;2023;*Theworldstopcementcompaniesbymarketcapasof30thJuly2023*ValueshavebeenroundedReadmoreSource(s):Value.TodayVolumeofproductionanddomesticsalesofcementmaterialinThailandfromJanuarytoSeptember2023(inmillionmetrictons)ProductionandsalesofcementThailand9M2023Productionandsalesvolumeinmillionmetrictons051015202530Productionvolume27.25Domesticsalesvolume25.4521Description:AsofSeptember2023,theproductionvolumeofcementinThailandamountedtoaround27.3millionmetrictons.Atthesametime,thedomesticsalesvolumeofcementamountedtoapproximately25.5millionmetrictons.

ReadmoreNote(s):Thailand;9?2023Source(s):KrungsriResearch;OfficeofIndustrialEconomics(Thailand)Exportvalueofcementworldwidein2022,byselectcountry(inmillionU.S.dollars)Globalcementexportvaluerankingbycountry2022ExportsinmillionU.S.dollars800

1,00002004006001,2001,4001,6001,8002,000VietnamTurkey1,8001,700GermanyEgyptCanada588.6570.2512.9494AlgeriaSpainThailand429.4380.8IndonesiaJapan376.6375.3BelgiumUnitedArabEmiratesMexico320.3282264.422Description:Vietnamwastheworld'slargestexporterofcementbasedonvaluein2022,withcementexportsworth1.8billionU.S.dollars.Turkeywasthesecond-largestglobalcementexporterthatyear,withexportsreachingavalueofapproximately1.7billionU.S.dollars.InthethirdpositionwasGermany,withexportsworthnearly589millionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):CIA(WorldFactbook);TradeMap;WTExExportvalueofcementfromThailandfrom2021toSeptember2023(inbillionThaibaht)ValueofcementexportsThailand2021-9M20231816.3316141210815.248.896420202120229M202323Description:AsofSeptember2023,thevalueofThaicementexportsamountedtoapproximately8.9billionThaibaht.Inthesameperiod,around5.3millionmetrictonsofcementwasexportedfromThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ExportshareofcementfromThailandasofSeptember2023,bycountryofdestinationShareofcementexportsThailand9M2023,bycountryofdestinationExportshareofcement20%0%5%10%15%25%30%35%40%MyanmarAustraliaCambodiaLaos19%19%13%8%Taiwan6%Others35%24Description:InSeptember2023,Thailandexported19percentofcementtoAustraliaandMyanmar,thehighestamountamongotherdestinations.Inthesameperiod,theexportshareofcementtoCambodiaaccountedfor13percentoftotalexports.

ReadmoreNote(s):Thailand;JanuarytoSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)CHAPTER

05SteelVolumeofproductionanddomesticsalesofconstructionsteelmaterialinThailandfromJanuarytoMay2023(inmilliontons)ProductionandsalesofconstructionsteelThailand5M20232.01.81.81.661.61.41.21.00.80.60.40.20.0ProductionvolumeDomesticsalesvolume26Description:AsofMay2023,Thailandproducedaround1.7milliontonsofconstructionsteelmaterial.Inaddition,constructionsteelalsoaccountedfor21percentoftheconstructionmaterialmarketinThailandinthatyear.ReadmoreNote(s):Thailand;JanuarytoMay2023Source(s):IronandSteelInstituteofThailand;KrungsriResearch;OfficeofIndustrialEconomics(Thailand)VolumeofproductionanddomesticdemandofhotandcoldrolledsteelinThailandfromJanuarytoSeptember2023(inmilliontons)ProductionanddemandofhotandcoldrolledsteelsheetThailand9M2023Productionanddemandvolumeinmilliontons0123456HRandCRProductionvolume3.81HRdemand5.56CRdemand3.0127Description:AsofSeptember2023,Thailandproducedaround3.8milliontonsofhotandcoldrolledsteelsheet.Inthesameyear,constructionsteelaccountedfor21percentoftheconstructionmaterialmarketinThailand.

ReadmoreNote(s):Thailand;JanuarytoSeptember2023Source(s):IronandSteelInstituteofThailand;KrungsriResearchImportvolumeofhotandcoldrolledsteelsheettoThailandfrom2021toSeptember2023(inmillionmetrictons)VolumeofhotandcoldrolledsteelsheetimportsThailand2021-9M202375.9265432104.953.91202120229M202328/statistics/1449211/thailand-volume-of-hot-and-cold-rolled-steel-sheet-importsAsofSeptember2023,thevolumeofThaihotandcoldrolledsteelsheetimportsamountedtoapproximately3.9millionmetrictons.Inthesameperiod,around114,200metrictonsofhotandcoldrolledsteelsheetswereexportedfromThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ExportvolumeofhotandcoldrolledsteelsheetsfromThailandfrom2021toSeptember2023(in1,000metrictons)VolumeofhotandcoldrolledsteelsheetexportsThailand2021-9M2023400375.835030025020015010050238.8114.20202120229M202329/statistics/1449217/thailand-volume-of-hot-and-cold-rolled-steel-sheet-exportsAsofSeptember2023,thevolumeofThaihotandcoldrolledsteelsheetexportsamountedtoapproximately114,200metrictons.Inthesameperiod,around3.9millionmetrictonsofhotandcoldrolledsteelsheetswereimportedfromThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)VolumeofproductionanddomesticdemandofsteelbarinThailandfromJanuarytoSeptember2023(inmilliontons)ProductionanddemandofsteelbarThailand9M20234.03.693.593.53.02.52.01.51.00.50.0ProductionvolumeDomesticsalesvolume30Description:AsofSeptember2023,Thailandproducedaround3.6milliontonsofconstructionsteelmaterial.Inthesameyear,constructionsteelaccountedfor21percentoftheconstructionmaterialmarketinThailand.ReadmoreNote(s):Thailand;JanuarytoSeptember2023Source(s):IronandSteelInstituteofThailand;KrungsriResearchImportvolumeofsteelbartoThailandfrom2021toSeptember2023(in1,000metrictons)VolumeofsteelbarimportsThailand2021-9M2023800690.57006005004003002001000613.6522202120229M202331Description:AsofSeptember2023,thevolumeofThaisteelbarimportsamountedtoapproximately522,000metrictons.Inthesameperiod,around157,600metrictonsofsteelbarswereexportedfromThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ExportvolumeofsteelbarfromThailandfrom2021toSeptember2023(in1,000metrictons)VolumeofsteelbarexportsThailand2021-9M2023300250200150240.6157.6128.9100500202120229M202332Description:AsofSeptember2023,thevolumeofThaisteelbarexportsamountedtoapproximately157,600metrictons.Inthesameperiod,around522,000metrictonsofsteelbarswereimportedtoThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)CHAPTER

06CeramictilesVolumeofproductionanddomesticsalesofceramictilesmaterialinThailandin2022(inmillionsquaremeters)ProductionandsalesofceramictilesThailand2022180160140157.16129.99120100806040200ProductionvolumeDomesticsalesvolume34Description:In2022,Thailandproducedaround130millionsquaremetersofceramictilesmaterial.Thedomesticsalesvolumeofceramictilesamountedtoapproximately157millionsquaremeters.

ReadmoreNote(s):Thailand;2022Source(s):KrungsriResearch;OfficeofIndustrialEconomics(Thailand)ImportvalueofceramictilestoThailandfrom2021toSeptember2023(inbillionThaibaht)ValueofceramictileimportsThailand2021-9M20231210.4108.8286427.090202120229M202335Description:AsofSeptember2023,thevalueofThaiceramictileimportsamountedtoapproximately7.1billionThaibaht.Inthesameperiod,around2.8billionThaibahtofceramictilewereexportedfromThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ImportshareofceramictilestoThailandasofApril2023,bycountryofdestinationShareofceramictileimportsThailand4M2023,bycountryofdestinationItaly3.1%Malaysia4.0%Vietnam12.9%Others5.5%China46.6%India27.3%36/statistics/1401783/thailand-import-share-of-ceramic-tilesAsofApril2023,Thailandimportedaround46.6percentofceramictilesfromChina,thehighestamountamongotherdestinations.Inthesameperiod,theimportshareofceramictilesfromIndiaaccountedforover27percentoftotalimports.

ReadmoreNote(s):Thailand;JanuarytoApril2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ExportvalueofceramictilesfromThailandfrom2021toSeptember2023(inbillionThaibaht)ValueofceramictileexportsThailand2021-9M20234.54.03.54.253.23.02.52.01.51.00.50.02.82202120229M202337Description:AsofSeptember2023,thevalueofThaiceramictileexportsamountedtoapproximately2.8billionThaibaht.Inthesameperiod,around7.1billionThaibahtofceramictilewereimportedtoThailand.

ReadmoreNote(s):Thailand;2021toSeptember2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)ExportshareofceramictilesfromThailandasofApril2023,bycountryofdestinationShareofceramictileexportsThailand4M2023,bycountryofdestinationExportshareofceramictiles0%5%10%15%20%25%30%35%40%45%50%OthersLaos46.5%18.3%USA15.9%CambodiaJapan8.6%7.4%Malaysia3.3%38/statistics/1171315/thailand-export-share-of-ceramic-tiles-by-country-of-destinationAsofApril2023,Thailandexportedmorethan18percentofceramictilestoLaos,thehighestamountamongotherdestinations.Inthesameperiod,theexportshareofceramictilestotheUnitedStatesaccountedfornearly16percentoftotalexports.ReadmoreNote(s):Thailand;JanuarytoApril2023Source(s):KrungsriResearch;MinistryofCommerce(Thailand)CHAPTER

07SanitarywaresVolumeofproductionanddomesticsalesofsanitarywaresmaterialinThailandfromJanuarytoSeptember2023(inmillionpieces)ProductionandsalesofsanitarywaresThailand9M2023Productionandsalesvolumeinmillionpieces0.00.51.01.52.02.53.03.54.04.5Productionvolume4.23Domesticsalesvolume2.3440Description:AsofSeptember2023,Thailandproducedaround4.2millionpiecesofsanitarywares.Inthesameyear,thesanitarywaredomesticsalesvolumeamountedtoapproximately2.3millionpieces.

ReadmoreNote(s):Thailand;JanuarytoSeptember2023Source(s):KrungsriResearch;OfficeofIndustrialEconomics(Thailand)ExportvalueofsanitarywaresfromThailandfrom2021toSeptember2023(inbillionThaibaht)ValueofsanitarywareexportsThailand2021-9M202398.1187.1176543214.60202120229M202341Description:AsofSeptember2023,theva