安利股份(300218):我国合成革产量超过全球70%的份额,但大部分产品仍处于中低端,其中5家上市公司的中高端产品约占全国总产量的8%,浙江和福建地区产量占全国市场60%以上。预计行业集中度提升加快,主要原因是:1、未来两年浙江温州将淘汰落后产能50%,福建省也对现有企业和新进企业提出了 Amway shares (300218): China’s synthetic leather production more than 70% of the world’s share, but most of the products are still in the low-end, of which five listed companies in the high-end products account for about 8% of national output, Zhejiang and Fujian output Accounting for more than 60% of the national market. The main reason for the expected industry concentration increase is mainly as follows: 1. In the next two years, Wenzhou, Zhejiang Province, will eliminate 50% of its backward production capacity, and Fujian Province has also proposed to existing and newly-established enterprises