In the second quarter of 2018 the revenue of China’s rubber products sector contracted by 24.7% y/y to RMB 220.3bn, as a result of the decline in production and sales volumes. In this period, the sales revenue of the largest subsector – tyres – shrank by 26.5% y/y to RMB 119.4bn. The respective revenues of the second and third largest subsectors - rubber plate, hose & belting, and rubber accessories - went down by 21.4% y/y and 22% y/y, totalling RMB 29.3bn and RMB 19.8bn.

The value chain of farm tires market is characterized by the presence of raw material manufacturers/suppliers, tire manufacturers, suppliers/distributors, and end users. The major raw material used in tire manufacturing is rubber – natural as well as synthetic. Liquid latex is mixed with acids which causes the raw rubber to solidify. Other raw materials involved in manufacturing tires include carbon black, which is obtained from crude oil or natural gas; sulfur; and several other chemicals. Rubber and carbon black providers form the first stage of the value chain. Rubber suppliers are mainly companies involved in the production of tire and other rubber products. Some of these raw material suppliers include Sinopec Corporation, SIBUR, JSR Corporation, and Cabot Corporation. Suppliers sign long-term contracts with those involved in the manufacturing of tires to ensure constant demand while tire manufacturers sign long-term contracts with raw materials suppliers to ensure a constant supply.

p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Helvetica}Plastic film is used more widely as flexible packaging. By the process of its production, the plastic film products could be divided into three types - plastic film produced through the process of blown film, plastic film produced through the process of cast film/sheet and plastic film which is produced through the process of oriented polypropylene (OPP) or biaxially oriented polypropylene (BOPP) film and PET film. While plastic film which is produced through the process of blown film include PE (LDPE, LLDPE, HDPE) film. Currently, there are five producers of plastic BOPP film operating in Indonesia with a total production capacity of 310,500 tons per year; and six producers of BOPET film with a total production capacity of 106.000 tons per year. The business competition in BOPP film as well as in BOPET film industry is toght in the country.

补贴退坡环境下，市场对锂电设备行业的疑虑：在政策支持与财政补贴下，我国新能源汽车销量由2011 年的8159 辆增加到2017 年的77.7 万辆，六年的CAGR 高达114%。动力电池作为新能源汽车的核心部件，出货量由2012 年的1.2GWh 增加到2017 年的44.5GWh，锂电供应商和锂电设备商纷纷受益。站在当前的时间点，市场对于锂电设备行业的持续性发展有以下几点疑虑：(1)补贴退坡后新能源汽车的行业景气度是否能得到延续？(2)补贴退坡与锂电池价格下降的压力向锂电设备商环节传导，是否会影响锂电设备商的利润及现金流？(3)锂电行业产能过剩，设备商的成长持续性从何而来？