南方水泥再投资超150亿 长江流域砂石骨料格局改变?

2021-06-17 09:28:28

除了此次在东至的投资,南方水泥近年不断加大在皖的投资。

近年逐步形成的长江流域砂石骨料市场格局即将发生改变,原有几大龙头企业也将新增一强大的对手。

6月11日,南方水泥与池州东至县签约合作。报道显示,此次签约项目总投资150亿元以上,主要建设内容是对全县已关停及停产的矿山裸露山体进行生态修复,同时整合开发全县已探明的非金属矿产资源,建设矿山专用廊道和非金属新材料产业园,并对东流港区码头进行规划整合、一体化管理,建设现代化、智能化的公共码头。

东至县是安徽省地域面积第二大县,熔剂用石灰岩、水泥用灰岩、冶金白云岩、建筑石料用灰岩、建筑石料用白云岩资源储量较大。石灰岩预测资源量1亿万吨,Cao平均55%。

两年在池州一市投资超200亿

其实在本次与东至县合作以前,去年5月南方水泥携手安徽非矿等四家企业合资在池州贵池区成立池州中建材新材料有限公司,投资超百亿,项目建成后可形成年产6000万吨建筑骨料及运输能力。

集全县资源进行开发,投资超过150亿元...南方水泥此次动作无不令人震撼。消息人士表示南方水泥此前在东至仅布局一座年产80万吨水泥粉磨站。未来,南方水泥或将把该粉磨站搬迁,建设一个高规格的骨料生产基地,至于是否再建一个粉磨站则要看后续投资情况。

“目前没有新建熟料生产线的计划,安徽省不允许外省产能进入,省内也没有可以用于置换的产能。保守估计新建的单条骨料线产能至少在500万吨/年以上。”该消息人表示,“此前也有两家上市公司到东至投资类似项目,但由于市场效益一般,投资进度缓慢。”

笔者认为南方水泥此次在东至县的大手笔投资一方面是近年来持续发力骨料领域有关,另一方面也为自身水泥产业提供稳定可靠的矿产资源有关。

作为中国建材重要的下属区域公司,南方水泥提出到2022年实现骨料产能2.8亿吨,骨料业务突飞猛进。2019年,南方新材料拍下常德胡家湾矿区矿权与常德伟厦新材料有限公司合作,拥有1000万吨骨料产能。2020年4月,中国建材子公司中建材新材料有限公司(南方水泥持股50%)瑞昌3000万吨骨料产业园项目开工,5月携手安徽非矿等四家企业合资成立池州中建材新材料有限公司,将形成6000万吨建筑骨料。

由于近年来逐步收紧的政策,位于江浙地区的水泥企业渐渐感受到了矿产资源紧张的窘境,南方水泥也面临着同样的问题。此次投资项目中的码头一方面将承担骨料产品的外销,另一方面也扮演着下游自家水泥企业粮仓的角色。

除了此次在东至的投资,南方水泥近年不断加大在皖的投资。今年五月,南方水泥与安徽省马鞍山市含山县城市建设投资有限公司共同出资成立“马鞍山南方材料有限公司”,其中南方水泥占股75%,含山建投占股25%。含山县政务公开网于2020年12月发布的《2020年11月份固定资产投资项目审批、备案情况》中有包括含山南方水泥有限公司废弃矿石综合利用项目(200万吨年砂石骨料生产线)项目。

稍早时间,合肥南方水泥有限公司优化升级项目在冶父山镇石山社区开工建设。此次优化升级项目总投资22.53亿元,其中一期项目投资15.48亿元;二期项目投资7.05亿元。一期项目,对老厂区实施整体搬迁,至冶父山镇石山社区石山矿附近,优化升级建设一条6000t/d新型干法水泥熟料生产线,并配套建设余热发电系统、年产200万吨水泥粉磨系统。

现有市场格局或大变

在近年砂石骨料行业急剧变化的大背景下,长江沿线涌现了多家大型骨料龙头企业。位于安徽的一家骨料企业介绍,目前已经形成以“华新阳新、九江日昌昇、池州长久和马鞍山马钢矿业”为代表的大型骨料企业,此外还有不少中型骨料企业。可以预见,随着南方水泥在东至县投资的落地,长江流域又将新增一家龙头砂石骨料企业,这将对流域内的骨料市场产生怎样的影响值得市场期待。

去年12月28日,华新亿吨机制砂石项目在阳新启动。2019年12月,位于安徽池州的中电建安徽长九新材料一期项目投产,年产建筑骨料3500万吨。该项目总投资近100亿元,最终年产规模将达到7000万吨。日昌昇在九江昌都的项目规模则是年产6000万吨。

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