Overview
Asia Carbon Industries Inc. is a China-based producer of a series of high quality carbon black
products under the brand name "Great Double Star." The Company was established in 2003 in
Shanxi, China's highest coal producing province. Asia Carbon Industries is one of the top ten
carbon black producers in the province and has established relationships with a high-profile
customer base. The Company is in the process of expanding its manufacturing capacity to meet
growing demand for its products.
The Market Opportunity
According to a report from the Freedonia Group, the world market for carbon black is 9.4 million
metric tons and is forecast to rise 4.3 percent annually through 2013, with the Asia/Pacific region
posting the strongest gains.
According to a report by Dong Fang Securities, the rubber industry accounts for 89.5% of
worldwide carbon black output, 67.5% of which is used for tire manufacturing, 9.5% is used for
other rubber car parts (such as fan belts, bumpers, etc.). Other industries account for 10.5%.
China is the world’s second largest producer of carbon black and demand continues to increase
for a variety of reasons. Domestically, China has experienced substantial economic growth in the
past decade and the growing middle class has resulted in a burgeoning automobile industry. Data
released on March 1 by the National Bureau of Statistics of China show that the number of
registered automobiles for civilian use reached 90.86 million units at the end of 2010, up 19.3%
from a year earlier. The tire demand in the aftermarket is also on healthy ground. Vehicle owners
have replaced about 100 million tires in 2009, which represented about 11% of global sales. The
demand for replacement tires is about twice that for OEM tires, accounting for more than two-
thirds of the domestic tire market. Asia Carbon stands to benefit from this trend, as an estimated
89% of its sales are to automotive and related companies.
Products and
Technology
Carbon black is a deep, black
powder with a number of
applications. Derived from the
controlled combustion of coal tar
or residual oil feedstock, carbon
black's desirable chemical
properties make it a critical raw
material for many industries. It is
widely used within the rubber
industry as a reinforcing filler; the
paint and coating industry use
carbon black as a coloring agent
and it is used in batteries as a
conductive agent. The vast
majority of carbon black is used
by the tire industry, where it can
improve rubber's strength, wear
resistance, and life span, and thus
lowers the overall cost of tire
products.
Asia Carbon Industries currently
manufactures three carbon black
products, one hard and two soft,
each of which has a relatively
high profit margin. The price of
hard carbon black is slightly
higher than that of soft carbon
black. Although the cost of hard
carbon black is a little higher than
that of soft carbon black, the
demand for hard carbon black is
significantly higher than the
demand for the soft.
The Company also sells
Naphthalene Oil, a byproduct of
its manufacturing process.