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51

- ii -

8
5 2001 2002 2008

8 2009
2009
-1-

50.88%

-2-

Type I and Type


II of Portland Cement and of its ClinkerPortland
Cement and Clinker

4%

2002
6

16% 25%2[
]

4%
CNS 61 R-2001

10%
-3-

I IAII IIAIII IIIAIV


V

95%

5%

I
II

III IV V IA IIA IIIA

V
III 3
I II

Portland Cement Clinker

V
V V
V
V V
-4-

I
I

I II

I
I I II
I

I
III

95%

-5-

5
88%11%1%

1500C

96%4%

1.

2.

1,500

3.

2010
32

96%

2008

-6-

4%

2523.29.90.00.2
2523.1090.00.3

CNS
CNS

P.O
5% 20% 8%
CNS
5%
P.II 5 P.O

5%
5

II
P.II I
II P.II II
II
-7-

I II
I II
CNS 61R-2001

1.

: 738
11 -

2.

328
6-

3.

Prosperity Cement (Asia) Limited:


25 18 1801-6 -

-8-

4.

Fujian-Taiwan Farm Market Co., Ltd.

5.

Qingdao Youxing Scoria Co.,Ltd.

6.

Shanghai Longing Int'l Trading Co.,Ltd.

1718 C603

7.

Shanghai Top Genius Industrial Co. Ltd.


Room
802, #6, NO.112 Bo Shan Eastern Rd Pu Dong New Area District, Shanghai,
200136 China

8.

Shanghai Way-on Import & Export Co., Ltd.


11 1208

9.

Xiamen Heng Zhong Imp.& Exp.Co., Ltd.


19/20B Guang Hua Building No. 68-72 He Xiang West Rd, Xiamen
P.R.C

1.

142 7

2.

2 96

3.

2 96 1

1.

3 141 5

2.

36

3.

36

-9-

7
4.

20

5.

6 9

6.

47 8 2

7.

2 179

8.

900

2008

2008
8

- 10 -

6
1

50%
25%

8
8
8 9

2009 15,908,590
21 8 99.00%
8 2009


4,782,834 8,878,927 745,396 598,144 391,500 74,835 91,158 186,796
15,749,590

15,908,590
8

()

http://tcma2.industry.org.tw/company/company.asp

12 8

- 11 -

99.00% 15,749,590/15,908,590

10%
10%

8 9

- 12 -

2008

2007
10

10

2008

2009

(
)

2009 7 2010 6
1,834 US$56.87
P.O

P.II P.II
P.II

10

2007 7 1
- 13 -

P.II P.O 157


P.O P.II P.O
157
P.II
P.II
1,991 1,834+157

2009 2010
1,519 CIF
1,991

472
1,991-1,519=472





(
)

2009
FOB
US$37.71
FOB US$44.33 US$39.03

FOB US$36.25
FOB US$37.35

11

FOB US$50

11

US$55.54
US$52.74 US$51.59 US$51.09 US$51
- 14 -

FOB US$58 12


US$37.71 US$36.25








FOB
US$50 FOB

1,991 US$62.87

(
)
ACPAC 59
ACPAC
59 2009
10 2010 3 US$70
US$100

320

12

US$50

- 15 -

CIF 2009 1 2010 7


1,519 US$46.83
US$53.17US$100-US$46.83 1,716
CIF
100%

(
)

32 5

2009 7 2010 6

(
)

33 1 1
WTO

2008

- 16 -

2009 2010 7

I II
I
I I II
(
)
1.

CIF 2007
1,469 2008 1,621
132009 1,598 2010 1 7
1,429 2007
1,322 2008 1,693 2009
1,637 2010 1 7 1,401

CIF

2009 7 2010 6

1,173 1,165 1,181


1,173 1,029

FOB

CIF

13

2007 2008 2007 2008

2008

- 17 -

CIF
FOB

CIF
FOB

7
8
9
10
11
12
2010 1

2
3
4
5
6

2009

(FOB)

(CIF)
(

/ ( / ( / )
)
)

/
)

A
1,605

32.792

35.95/1,179

B
-

C=A-B
-

2,243
1,565
1,534
1,490
1,503
1,475
1,460

32.920
32.883
32.588
32.33
32.337
32.279
31.986

50.10/1,649
48.50/1,595
37.50/1,212
37.50/1,213
37.50/1,210
36.00/1,151

35.95/1,183
35.65/1,172
35.48/1,156
35.42/1,145
38.64/1,250
36.95/1,193
38.58/1,234

1,414
1,416
1,405
1,408
1,455
1,463

32.094
31.877
31.519
31.962
32.307

34.50/1,107
34.50/1,100
35.25/1,111
36.00/1,151
36.00/1,163
1,165

36.95/1,186
36.95/1,178
36.95/1,165
35.95/1,149
1,181

1,173

290

2009 7 2010

/
- 18 -

2009 7
8
9
10
11
12
2010 1
2
3
4
5
6

CIF

FOB

1,291

2,895,713

2,243

79,222

123,982,730

1,565

48,223

73,974,082

1,534

129,552

193,032,480

1,490

104,041

156,373,623

1,503

103,106

152,081,350

1,475

112,199

163,810,540

1,460

85,123

120,363,922

1,414

79,698

112,852,368

1,416

107,710

151,332,550

1,405

110,905

156,154,240

1,408

64,174

93,373,170

1,455

1,025,244

1,500,226,768

1,463

1,173
(1,463-290)

CIF 2009 1 2010 6 1,463


/ 290
2009 7 2010 6
FOB 1,173

8
9
10
11
12

2009

( /

)
(CIF)

/
/
(FOB)

1,577

32.920

33

1,086

1,552
1,557
1,451
1,432
1,412

32.883
32.588
32.33
32.337
32.279

33
33
32.23
31.97
31.5

1,085
1,075
1,042
1,034
1,017

- 19 -

2
3
4
5
6

2010

1,374

31.986

30

960

1,355
1,429
1,431
1,378
1,483
1,462

32.094
31.877
31.519
31.962
32.307

34.5
31.5
31.77
32
32

1,107
1,004
1,001
1,023
1,034
1,029

2009 7 2010 6

7
8
9
10
11
12
2010 1
2
3
4
5
6

2009

CIF

FOB

108,472

171,060,344

1,577

82,338

143,308,576

1,740

91,743

142,843,851

1,557

110,289

160,029,339

1,451

110,839

158,721,448

1,432

98,208

138,669,696

1,412

124,055

170,451,570

1,374

82,277

111,485,335

1,355

65,817

94,052,493

1,429

112,333

160,748,523

1,431

127,909

176,258,602

1,378

45,240

67,090,920

1,483

1,159,520

1,694,720,697

1,462

1,029(1,462-433)

CIF
2009 7 2010 6 1,462
/ 433
2009 7 2010 6
FOB 1,029 1,462-433

2.

2009 7
- 20 -

2010 6 PII
1,991

283
283

1,708 1,991-283
3.

(1)

CIF
FOB
CIF
FOB

(2)
2009 7 2010 6
FOB

- 21 -

/
2009 7 ~2010 6 2009 7 ~2010 6

(FOB )

CIF

/
/

1,991

1,708

1,173

1,029

C=A-B

818

679

1,463

1,462

E=C/D*100%

55.91%

46.44%

1,025,244

1,159,520

46.93%

53.07%
50.88%

[(55.91%*46.93%)]+[(46.44%*53.07%)]

2009 7 2010
6


50.88%

- 22 -

68 1

69 1

36

36 3

- 23 -

2007
2010 1-7

2007 2010 1-6


2010 2010 1 7
14

2009

2010 7

8 8
15 8

36

(
)
2007 2010 7

14

15

21 28

21

I II V

- 24 -

2007

2007

2008

2009

652,603

714,256

785,723

686,530

1,176,909

9.45%

20.40%

80.34%

923,353

963,757

1,072,345

832,430

1,427,023

70.68%

74.11%

73.27%

82.47%

82.47%

2007

2007

2008

2009

2010 1-7 2010

878,652

1,310,460

1,307,381

695,446

1,192,193

49.14%

48.80%

35.68%

879,455

1,310,476

1,515,237

695,788

1,192,779

99.91%

99.99%

86.28%

99.95%

99.95%

2007

2010 1-7
2010

2007

2008

2009

2010 1-7 2010

1,531,255

2,024,716

2,093,104

1,381,976

2,369,102

32.23%

36.69%

54.72%

1,802,808

2,274,233

2,587,582

1,528,218

2,619,802

84.94%

89.03%

80.89%

90.43%

90.43%

2007 652,603 2008


2009 714,256 785,723 2010
1 7 2010 1,176,909
686,530
*12/7 2007 2008 2010
- 25 -

9.45%20.40%80.34%
2007 878,652 2008 2009
1,310,460 1,307,381 2010 1 7
2010 1,192,193 695,446 *7/12
2007 2008 2010
49.14%48.80%35.68%
2007 1,531,255 2008
2009 2,024,716 2,093,104 2010
1 7 2010 2,369,102
2007 2008 2010
32.23%36.69%54.72%

2007
70.68% 2008 2009 74.11%73.27% 2010
1 7 82.47%
2007 2009
99.91%99.99%86.28%2010 1 7 99.95%

2007 84.94% 2008


89.03%2009 80.89% 2010 90.43%

(
)

- 26 -

C
DA+B+C

2007

2008

2009

2010 1-7 2010

11,685,315

9,484,284

7,755,409

5,099,814

8,742,538

923,353

963,757

1,072,345

832,430

1,427,023

879,455

1,310,476

1,515,237

695,778

1,192,779

13,488,123

11,758,517

10,342,991

6,628,022

11,362,340

C
D=B+C
ED/A

*100%

2007

2008

13,488,123

2009 2010 1-7 2010

11,758,517 10,342,991

6,628,022

11,362,340

652,603

714,256

785,723

686,530

1,176,909

878,652

1,310,460

1,307,381

695,446

1,192,113

1,531,255

2,024,716

2,093,104

1,381,976

2,369,102

11.35%

17.22%

20.24%

20.85%

20.85%

2007
2007 11.35% 2008 17.22%2009
20.24% 2010 20.85%

- 27 -

2010

2009

(
)

D=B+C
ED/A

*100%

2007

2008

2009 2010 1-7 2010

18,957,337 17,329,560 15,908,590

9,538,201

16,351,202

652,603

714,256

785,723

686,530

1,176,909

878,652

1,310,460

1,307,381

695,446

1,192,193

1,531,255

2,024,716

2,093,104

1,381,976

2,369,102

8.08%

11.68%

13.16%

14.49%

14.49%

2007 8.08% 2008 11.68%2009 13.16%


2010 14.49%

(
)

- 28 -

1.

2007
1,385 1,668 1,622 1415
2007 20.43%17.17%
2.19% 2,075
2,290 2,380 2,098 2007
10.6%14.70% 1.11%
2008 2009
200
200
2010 1-7
2009
1,622 1,415
207 2007 2009
2,380 2,098 282
2007

2010 2007

- 29 -

CIF

2007

2007

2.

2007

2008

2009

/
2010 1-7

1,469

1,621

1,598

1,429

1,322

1,693

1,637

1,401

42.62%

35.28%

37.54%

49.68%

57.38%

64.72%

62.46%

50.32%

1,385

1,668

1,622

1,415

20.43%

17.17%

2.19%

2,075

2,290

10.36%

2,380 2,098 2010


14.70%

1-6
1.11%

2009
2,100 2010 1,950 1,980
2009 2010
2009
2,150 2,200 2010 1,850
2009 2010

3.

2010
2009
2010
2009

(/)

2,100
1,950~1,980
2,150~2,200
1,850

CIF 2009
48.68 2010 44.71 CIF

- 30 -

2009
2,151 2010 1,989
5%
2009 2010
2,266 2,088
2009 2,100
2010 1,950 1,980
2009

2010

166 NT$2,100-NT$2,266

108 138 NT$1,980-NT$2,088


NT$1,950-2,088

4.

CIF
2009 2,347
2010 2,111
5%
2009 2010
2,464 2,217
2009
2,150 2,200 2010
1,850 2009 264 314
NT$2,200-NT$2,464NT$2,150-2,464 2010
367 NT$1,850-NT$2,217

2010
2009

CIF

5%

1,598

40

320

150

50

2,158

108

2,266

1,429

40

320

150

50

1,989

99

2,088

- 31 -

2010

/

CIF


(5%)

2009

5.

1,637

70

70

200

320

50

2,347

117

2,464

1,401

70

70

200

320

50

2,111

106

2,217

CNS

9 10

8 4
5%
8 4
245 6

4
1

3
7 8

1 7

5%

- 32 -

6.

price suppressionprice depression


8 2009 2010

2009

/
2010 1-6

2,380

2,098

2,100

1,950-1,980

-11.77%

-5.62% ~ -7.05%

2,150-2,020

1,850

-9.66% ~ -15.13%

-11.82%

C=(B-A)/A*100%
D
E=(D-A)/A*100

2009 2010

11.77% 5.62%~7.05%

9.66%~15.13% 11.82%

2009 2010

- 33 -

7.

3
5%

2009 2010
4.78% 0.47%

2,266 2,088

2009 2010 70 100

2,560 3,520 320

13.12% 40.59%

2009

/
2010 1-6

2,380

2,098

2,266

2,088

- 34 -

C=(B-A)/A*100%

-4.78%

-0.47%

2,560-3,520

2,560-3,520

-13.12% ~ -36.81%

-18.32% ~ -40.59%

D
E=(B-D)/D*100%

(
)
1.

2007 2010

2010 2010 2010 1


7 2010 1 7
7 12

2007

2008

2009

2010

18,957,337

17,329,560

15,908,590

16,351,202

-1,657,777

-1,420,970

442,612

-8.74%

-8.20%

2.78%

2007 2009
3,048,747 16.08%
3,048,747 /18,957,337 2010 1 7
2010 2010
2009 2.78%

2010
2009 9.86%[(11,362,340 -10,342,991
/10,342,991 ] 2010 2009
2.78%

- 35 -

2.

2007 92.75% 2008


85.26%
2009 76.48%2010

78.60% 2007
15.25%[78.60%-92.75%/92.75%]

2007

2008

2009
2010 1-7 2010

18,957
17,329
15,908
9,538
16,351

20,439
20,324
20,801
20,801

92.75%
85.26%
76.48%
78.60%
7,402
7,659
8,173
4,582
7,854

11,555
9,670
7,735
4,956
8,497

56.53%
47.58%
37.19%
40.85%

2010 2009 2009


2010

2007
56.53%2008 47.58%2009 37.19%
2010 40.85% 2007

- 36 -

27.74%[(40.85%-56.53%)/56.53%]

30%
30%
70%
2007 2008 256,944
2008 2009 514,784
2007 39.04%2008
44.19% 2009 51.37%

2009 2010

48%

- 37 -

US$35 US$23.24
US$27.28 US$17.18

- 38 -

3.

2007

2008

2009
2010 1-7
2010

7,401,601

7,658,545

8,173,329

4,581,546

7,854,079

256,944

514,784

-319,250

3.47%

6.72%

-3.9%

18,957,337

17,329,560

15,908,590

9,538,201

16,351,202

39.04%

44.19%

51.37%

48.03%

48.03%

2007 2010 2010

22 3.24%
2009 2007
205 43.34% 2010 2009
3.24% 2007 183 656
-473 38.69%183 /473

2009 2008
6.10% 2007
76.48%
51.37%

- 39 -

4.

2007

2008

2009

2010 1-6

473

639

678

656

166

39

-22

35.09%

6.10%

-3.24%

(1)

16
2010
2010 1 7 2010

2007

2008

2009

2010 1-7 2010

11,685

9,484

7,755

5,099

8,741

-2,201

-1,729

986

-18.84%

-18.23%

12.71%

2009
2007 3,930 33.63%
3,930 /11,685 2010
2009

16

- 40 -

2009 10,343 2007


13,488 23.32%[(10,343 -13,488
)/13,488 ]
33.63%
2010
8,741 2007 11,685
25.16%[(8,741 -11,685 )/11,685
] 15.76%[(11,362
-13,488 )/13,488 ]

(2)
8
2009 2007
4,759,183 NT$16,846,472
-NT$21,605,655 22.02% 4,759,183
/21,605,655 2010
2008 12.71%

2010 2009 12.71%


2009 1.49%

2007

2008

2009

2010 1-6
2010

21,605,655

19,942,204

16,846,472

8,298,116

16,596,232

-1,663,451

-3,095,732

-251,240

-7.69%

-15.52%

-1.49%

- 41 -

(3)
8
2007
2,075 2008 2009
2,290 2,380
2010
2,098 2007

2007

2008

2009

/
2010 1-6
2010

21,605,655

19,942,204

16,846,472

7,961,838

15,923,676

10,414

8,708

7,078

3,956

7,912

2,075

2,290

2,380

2,098

2,098

215

90

-282

-282

10.36%

3.93%

-11.84%

-11.84%

2008
2007 19.6% 1,066
1,275 2009 2010 2009
2010 2007
140 1,206 -1,066 23
2,098-2,075 2010
2009

3.21%

11.84%

2007

2008

/
2009
2010 1-6

17,731,245

19,410,453

17,981,832

8,748,029

16,626

15,221

14,430

7,252

1,066

1,275

1,246

1,206

- 42 -

209

-29

-40

19.6%

-2.27%

-3.21%

(3)

2007
86.63%2008 80.65%2009 74.98%
2010 1 7 76.93%

2009

2007

13.45%[(74.98%-86.63%)/86.63%] 2010 2007


11.20%[(76.93%-86.63%)/86.63%]

2010

2009

2010

2007

5.

2008

2009
2010 1-7 2010

13,488

11,759

10,343

6,628

11,362

11,685

9,484

7,755

5,099

8,741

86.63%

80.65%

74.98%

76.93%

2007

2008

2009

2010 1-6 2010

3,983,565

2,310,940

2,042,587

-70,785

-141,570

-41.99%

-11.61%

-106.93%

- 43 -

3,715,244

3,207,453

2,805,222

533,474

1,066,948

-13.67%

-12.54%

-61.97%

2007

3,715,244 3,983,565 2008


3,207,453 13.67%
2,310,940 41.99%2009
2,805,222 2008
12.54% 2,042,587
11.61%2010
533,474 1,066,948
2009 61.97% 2010
141,570 106.93%

2 2009

2010

6.

8 8

- 44 -

2010

7.

8
2010 6 3

8.

7 2009

()

()

2007

2008

2009

2010

1-6

2,261

2,195

2,059

1,898

1,643,934

1,873,042

1,705,546

950,529

4,953,410

4,599,639

4,201,935

2,144,103

727,083

853,322

828,337

500,806

7 2007
2,261 2,195 2,059 1,898
2007 363 16.05%
2007 2010
2009 2007 751,475 2007
727,083 2010 500,806

- 45 -

a cause

36

(
)
2007 11.35% 2008
17.22%2009 20.24% 2010 20.85%
2007 86.63%
2008 80.65%2009 74.98%2010 76.93%
2008
2007 5.87%17.22%-11.35%
5.98%80.65%-86.63%

2009
2009 2010

2009 11.84%
2009 74.98% 76.93% 2009
1.95%76.93%-74.98%

CIF 2009 1,598 2010


1,429 CIF 1,637
1,401
2010 20.85%

- 46 -

2009
80.89% 2010 90.43%
(
)

2008 2009
18.84% 18.23% 2007 86.63% 2008
80.65% 74.98% 2010
12.71%
76.93% 2009 2010

2009
9.66% 15.13%2010 5.62% 11.82%

2009 2,020 2,150 2010


1,850 1,980

2009

2008
18.23%

2010

2
2008 11.72%2009
15.65%2010 48.62%

- 47 -

2010

(
)

2008 8.74%2009 8.20%


2010 2009 2.78%
2007 11.35%
2008 17.22%2009 20.24%2010

2009 20.85%
2008 2009
2007 92.75% 2008
85.26%2009 76.48%2010 2009
2.78% 2.77%[(78.60%-76.48%)/76.48%]

2007 39.04%
2008 44.19% 2009 51.37%
2008 2009

- 48 -

(
)

9 10

PO
2007 US$45.29 2010 US$54.56
2009 US$53.98 US$0.58
2010

2010 8 US$37.2 US$32.69


FOB

2010 8
9

CIF 1,447 1,460 45.29~45.94


CIF 1,396 1,401
43.7~44.09 2010





16

- 49 -

13

- 50 -

2010

2007 2009
2010

- 51 -

- 52 -

P.O P.II

ACPAC 59

2010 2010 1 7

2009 2010

2009 2010

- 53 -

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