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普华永道& ASSOCHAM:2026释放印度特种化学品产业发展机遇研究报告:产业规模化、技术创新与全球产业链融合(中译版)(44页).pdf

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1、Unlocking Indias specialty chemicals opportunity:Scale,innovation,and integration of the sector at the global levelMay 2026Unlocking Indias specialty chemicals opportunity:Scale,innovation,and integration of the sector at the global level2PwC|ASSOCHAM Foreword by ASSOCHAM I am happy to share that AS

2、SOCHAM is organising the India Speciality Chemicals Conclave 2026,to provide a unique platform for industry leaders,policymakers,technology providers,researchers,and other stakeholders to engage in meaningful discussions on key issues shaping the future of the speciality chemicals sector.The special

3、ity chemicals sector has emerged as one of Indias key sunrise sectors,supporting several downstream industries including pharmaceuticals,agrochemicals,textiles,automotive,electronics,construction,and consumer goods.India has witnessed significant growth in the speciality chemicals sector over the pa

4、st few years,driven by rising domestic demand,favourable policy initiatives,global supply chain diversification,and increasing investments in manufacturing capabilities.As India continues to strengthen its industrial and manufacturing capabilities,the speciality chemicals industry is poised to emerg

5、e as a key contributor to economic growth,exports,employment generation,and technological advancement.The Government of Indias focus on the ease of doing business,infrastructure development,sustainability,and Make in India initiative has further created a conducive environment for the sectors expans

6、ion and global competitiveness.In todays rapidly evolving global landscape,the growing demand for high-performance and environmentally responsible chemical solutions presents significant opportunities for Indian manufacturers to expand globally.In line with these emerging priorities,the conclave wil

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1. **全球市场机遇**:全球特种化学品市场预计从2025年约8000亿美元增至2030年1.05万亿美元,印度当前占全球份额约5%(400亿美元)。 2. **印度优势**:低成本劳动力、庞大国内需求(占GDP近7%)、政策支持(如PLI、Make in India),在农药、医药中间体等领域具备竞争力。 3. **结构性挑战**:研发投入低(GDP占比0.6%-0.7%,低于全球2%-4%)、产业碎片化、基础设施不足(如CETP合规问题),制约高端产品出口。 4. **转型方向**:需向高附加值领域(如电子化学品、生物基材料)迁移,加强ESG合规(如应对欧盟CBAM),通过并购整合提升规模。 5. **增长路径**:聚焦“4S框架”(规模、专业化、可持续性、战略),深化客户合作与技术创新,目标2035年实现全球出口份额翻倍。
印度化工机遇? 全球化工变局? 印度如何破局?
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