[编译]2018年世界水泥行业纵览——欧洲&独联体篇

2018-09-26 10:47:01

欧元经济区在2017年经历了十年以来发展最好的一年,德国和法国强势引领欧元区经济。

  欧元区经济高歌猛进,英国相形见绌

  脱欧谈判的不确定性被认为是英国经济缺乏动力的主要原因,英国GDP预计今年将会增长1.5%,而到了2019年,这一数字将会降低至1.4%,这与欧元区的经济体形成了鲜明对比。欧元经济区在2017年经历了十年以来发展最好的一年,德国和法国强势引领欧元区经济。聚焦经济(Focus Economics)的数据显示,爱尔兰和马其他将会是今年经济增长的佼佼者,增幅将分别达到4.1%和4.2%。而意大利的大选导致议会人员悬而未决,政治的不确定性也将阻碍意大利经济改革。有些分析师预测意大利今年的经济增长率为1.5%,2019年将会降至1.2%。另一方面,西班牙在加泰罗尼亚争取独立的过程中经受住了考验,今年仍保持着弹性增长,增幅预计在2.7%左右。

  欧洲政治网(Politico.eu)在一篇名为“东欧诸强高歌猛进(Europe’s eastern tigers roar ahead)”的文章中提到,中欧和东欧各国政府计划将经济繁荣转化为政治影响力。罗马尼亚今年的经济增长率为4.5%,是区域发展的领先者,波兰(4%)、捷克(3.4%)和匈牙利(3.6%)同样也在迅猛发展。克罗地亚被认为是该地区表现最糟糕的国家,但是经济增长率也达到了2.8%。

  欧洲水泥企业疯狂并购

  拉法基豪瑞(LafargeHolcim)的新任首席执行官简·耶尼施为公司制定了五年的战略目标:年销售额增长3% - 5%,EBITDA增长幅度达到5%以上,提高现金流量至EBITDA的40%以上,以及投资回报率提高到8%以上。公司在2017年四季度报告上通告公司净亏损30亿美元,同时也宣布了这项战略目标。拉法基豪瑞计划出售部分资产,关闭在新加坡和迈阿密的办事处,同时也有可能从其他的一些国家撤资。

  与此同时,德国海德堡水泥(Heidelberg Cement)宣布,对意大利水泥(Italcementi)的成功收购帮助公司创下了水泥、混凝土、碎石和砂子销售的新纪录。公司预计,今年核心产品的销量将稳步增长。

  爱尔兰建材集团老城堡(CRH)在2017年收购了德国的一家石灰公司费尔斯(Fels),重新开启了收购之路。老城堡对美国灰林水泥(Ash Grove Cement)的收购预计将在今年完成。

  GS-Expert的市场研究人员估计,2017年俄罗斯水泥产量为5470万吨,比2016年同比减少0.3%。水泥消费量同比下降1.3%,达到5520万吨;水泥进口量190万吨,水泥出口110万吨,出进口量较上一年增长7.3%。

  据每日马斯喀特网(Muscatdaily.com)报道,阿曼的赖苏特水泥(Raysut Cement Co.)计划在格鲁吉亚建立一条年产100万吨水泥的生产线,目前正在进行项目的可行性研究。

  中国企业参与独联体水泥发展

  在油价上涨和全国经济持续走高的背景下,独联体的经济在2017年结束时仍处于不稳定的状态中。亚美尼亚十年以来首次实现了两位数的增长,而阿塞拜疆则首次实现了经济扩张。今年,乌兹别克斯坦有望成为经济增长最快的国家(增长6.2%),同时2019年的增长率预计也将达到6.2%。塔吉克斯坦受益于经济的强劲发展,今年将增长5.2%。哈萨克斯坦GDP将强势增长3.4%,随后是白俄罗斯(2.1%),而阿塞拜疆的1.6%预计为最低增速。

  如果西方国家和俄罗斯之间的关系持续恶化,可能会对独联体区域产生影响,也可以预见上述的预测数字将会发生巨大变化。今年五月,俄罗斯新闻机构RBC报道称,中材集团(Sinoma Group)将参与巴什基里亚5000吨/天水泥生产线的建设当中。

  乌兹别克斯坦最近的一份报告证实,坐落在乌兹别克斯坦纳曼干帕区,造价5000万美元、年产能500万吨的水泥工厂是由中国和阿联酋合资建设的,并且计划在今年下半年建成。中国葛洲坝水泥集团(Gezhouba Group Cement Co.)在哈萨克斯坦佐洛达地区的谢利生产线预计将在今年年底投产,葛洲坝水泥也在寻求在同一地区建造第二条生产线的可能性。

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Correlation

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

In view of the problems of declining profits of cement enterprises hindering green transformation and narrowing the space for energy saving and carbon reduction, Ye Jiayuan proposed that cement enterprises should not forget to innovate no matter how difficult it is. Innovation should not only be limited to low-carbon areas, but also open up ideas and plan digital upgrading and intelligent transformation as early as possible according to their own conditions. In the implementation of digital and intelligent transformation, it should be linked with low-carbon as far as possible. If digital intelligence leaves the foothold of low carbon, digital intelligence is likely to be hollow, and it is likely to become a castle in the air, which is not useful, but a burden for enterprises.

2024-09-05 11:04:53

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

For China Building Materials Group, accelerating the development of new quality productivity is the mission and responsibility of implementing the Party Central Committee's decision-making and deployment, and is an urgent need for its own development.

2024-06-26 09:50:59

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Chang An-ping believes that now, 200 years after the invention of Portland cement, there are only two kinds of cement industries left: those who are still waiting to see, those who are still fighting for production, and those who are looking forward to tomorrow, those who are determined to go all the way.

2024-05-24 09:30:01

On May 21, Taiwan Cement Co., Ltd. held a shareholders' meeting to officially announce that Taiwan Cement Co., Ltd., which has a history of 78 years, will become a group holding company after seven years of active low-carbon transformation. Cement Corporation to TCC Group Holdings, a total of 11 industries across the global layout of 13 multinational markets. At the same time, the board of directors elected Zhang Anping as the chairman of Taiwan Cement.

2024-05-23 13:50:00

In the face of unprecedented changes in the world in a century, in order to better cope with risks and challenges and seize development opportunities, we must plan, act and act according to the situation.

2024-04-23 09:17:14

Looking forward to 2024, CNBM will continue to unswervingly promote the implementation of internationalization strategy, promote the internationalization of all business, all processes and all elements, comprehensively strengthen the construction of overseas compliance risk control system, and take various measures to achieve high-quality development of international business.

2024-04-16 10:11:46

In the downward cycle of demand, price is the basis of share and sales volume. The price of sacrifice can be compared with the cost reduction. If the cost is reduced by 20 yuan and the price is reduced by 100 yuan, can the benefit recover?

2024-04-16 09:26:17

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

2024-04-03 13:58:22

Germany is facing its worst recession in recent years, with investment and output under pressure to shrink, and the outlook for the domestic construction industry in 2024 is bleak.

2024-03-30 21:40:53

In 2023, the total amount of new contracts signed by the company was 61.644 billion yuan, an increase of 18% over the previous year. Among them, the amount of new contracts signed abroad was 33.307 billion yuan, an increase of 55% over the previous year. The value of newly signed domestic contracts was 28.337 billion yuan, a decrease of 8% over the same period last year. By the end of 2023, the company's outstanding contracts amounted to 59.325 billion yuan, an increase of 12% over the previous year, providing a guarantee for the company's sustainable and stable development.

2024-03-27 15:09:34

At present, the international political and economic situation is complex and changeable, which has a great impact on the cement industry. Cement enterprises, especially many member enterprises from emerging countries, still have to face such issues as "how to attach equal importance to social responsibility and shareholder returns, how to balance sustainable development and short-term survival, and how to coordinate overcapacity and transformation and upgrading".

2024-03-11 09:38:39

On March 7, Taiwan Cement Group announced the completion of delivery procedures related to expanding investment in low-carbon cement in Europe, with a total amount of 621 million euros.

2024-03-08 09:09:19

China Building Materials Group is the only central enterprise in the field of building materials in China, and is also the leader of the central enterprise in scientific and technological innovation and the construction of a modern industrial system. How will it develop new quality productivity?

2024-03-06 21:48:14

The domestic cement industry is expected to rebound in 2024 due to the government's tireless efforts to accelerate the implementation of public investment and key transport infrastructure projects, as well as the approval of many industrial and urban infrastructure projects.

2024-03-02 18:09:38

Today (March 1), the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Finance and other seven departments issued China's first Guiding Opinions on Accelerating the Green Development of Manufacturing Industry (hereinafter referred to as the Guiding Opinions). It is suggested that by 2030, the output value of green factories will account for more than 40% of the total output value of manufacturing industry, and green development will become a solid foundation for promoting new industrialization.

2024-03-01 11:49:22

Sinoma International (600970) released a record of investor relations activities on February 26, and the company was surveyed by seven institutions on February 23, 2024, including insurance companies, fund companies and securities companies.

2024-02-27 13:39:27

From February 21 to 22, the 2024 Working Conference of Sinoma Construction and the Third Session of the Third Workers'Congress were held in Beijing.

2024-02-26 10:48:38

On January 8, the Shandong Provincial People's Government officially issued a circular on the issuance of the Land and Space Planning of Shandong Province (2021-2035).

2024-02-19 13:30:20

Since 2017, Anhui Conch Group Co., Ltd. has invested nearly 450 million US dollars in three projects in Uzbekistan. The Tashkent Conch Cement Project, with a planned investment of 320 million US dollars and an annual output of 2.5 million tons of cement, is the second cement project invested by Conch Group in Uzbekistan. In addition, the Andijan Conch Cement Project invested by the company in Andijan is scheduled to be put into operation in 2024.

2024-02-17 09:20:57

The author believes that the expansion of the "concrete city" model also reflects the change of the unequal relationship between the North and the South in the world. In the past, multinational companies grabbed a lot of investment and trade gains, but under the new capitalism of "combination of government and business" in Africa, local political and business elites have risen and formed alliance networks, among which the best have even begun to launch reverse m ergers and reshape "North-South relations". With the retreat of neoliberal influence, a new governance model seems to be emerging in West Africa: the government centralizes the promotion of infrastructure projects, enterprises respond to the call to speed up the landing, and the people vote according to the results of their achievements.

2024-02-07 09:41:37

Up to now, the State Council has successively approved the Territorial Spatial Planning (2021-2035) of 18 provinces, including Jiangsu, Guangdong, Shandong, Fujian, Hunan, Anhui, Jiangxi, Hebei, Shanxi, Jilin, Ningxia, Hainan, Zhejiang, Guangxi, Inner Mongolia, Guizhou, Qinghai and Heilongjiang.

2024-01-19 09:16:40

宋志平表示,中国的产业在不少行业的效益是处在低水平,这其实这和行业的竞争状态有关。

2023-12-25 10:42:20

台泥董事长张安平表示,未来不懂碳的公司无法生存,而低碳绝对是国际化市场。

2023-11-28 15:31:03

台泥董事长张安平表示,低碳绝对是国际趋势,不懂得碳的公司在未来寸步难行,台泥透过增加投资OYAK及Cimpor水泥,有望成为全球少数能提供最低碳水泥的主要供应商之一,具高度碳竞争力。

2023-11-28 11:48:57

周育先:站在企业角度看,我是这么理解的,从丝绸之路精神和“一带一路”要求上看,和ESG理念高度一致。从这个意义上讲,ESG理念的贯彻能够使得“一带一路”更通畅、更扎实。“一带一路”也能够为ESG理念转化成行动提供更宽广的实践空间。

2023-10-23 22:17:27

“一带一路”倡议提出十周年之际,国务院国资委新闻中心联合中国国际电视台(CGTN)策划年度重点访谈节目《丝路新国企》,共话中央企业十年间在海外的融合与发展。10月17日,“一带一路”国际合作高峰论坛期间,CGTN新媒体平台和电视台先后播出了与中国建材集团党委书记、董事长周育先的专访。

2023-10-19 10:22:39

9月27日,中国建材集团党委书记、董事长,中国建材股份党委书记、董事长周育先在集团总部会见了豪瑞集团董事长兼首席执行官简•杰尼施一行,双方就加强基础建材领域战略合作、引领全球建材行业绿色低碳发展等进行了交流。豪瑞集团董事马丁•克雷格纳,中国建材集团党委常委、副总经理,中国建材股份党委副书记、总裁魏如山出席会见。

2023-09-29 17:47:51

鱼峰集团作为一家有着65年历史的水泥制造企业,“绿色制造”一直是高质量发展道路上的主旋律,本次评选共有2个生产基地、5种产品榜上有名。

2023-09-05 09:22:21

8月25日,在“一带一路”倡议提出10周年之际,中国建材集团(下称中国建材)在北京举办第四届“善用资源日”开放活动启动仪式,本次活动主题为“一路同行,合作共赢”。

2023-09-02 14:21:42

在“双碳”战略大背景下,水泥行业大概率还将纳入全国碳交易市场,先行一步入局“双碳”,而CCUS将是未来水泥企业跑赢“双碳”赛道不可忽视的技术。

2023-08-24 09:08:40

8月22日,工业和信息化部等四部门关于印发《新产业标准化领航工程实施方案(2023─2035年)》的通知。

2023-08-23 13:31:23

从水泥价格、水泥产销量、水泥进出口等方面,分析12个主要国家水泥市场的具体情况。

2023-08-07 16:59:35

目前,水泥行业布局分布式光伏发电、储能等新能源也正处于快速发展阶段,并且越来越多的水泥企业开始入局其中,包括海螺水泥、南方水泥、江西水泥、塔牌水泥等。作为能源消耗大户,水泥行业承担着碳排放的重要使命,正在一步步向着低碳、高效的目标迈进。

2023-07-12 14:47:50

在台泥的核心信念里,水泥的出现让桥延伸得更远。桥的主要功能是连接沟通,当江水阻隔两岸无法接近时,桥就成为最重要的渠道。

2023-07-07 16:05:43

数字化转型是一件比较难的事情,但企业必须高度重视。数字化转型关乎企业生存和长远发展,早已成为企业的“必答题”,如果不做很可能会因此退出市场舞台。

2023-06-10 12:21:52

随着数字智能时代的到来,中材国际坚持以数字智能赋能水泥工业,自主开发了水泥工业互联网平台,研发了新型干法水泥生产线全流程智能优化控制系统,目前基本建成覆盖智能设计、智慧建造、智能制造、智能工厂与智能运维、智慧矿山、数字“双碳”六大业务领域的数字化产品体系。

2023-05-22 11:14:34

载有3.15万吨水泥的货船“EternityC”号在2023年5月中旬从宜山水泥厂港口出发前往美国斯托克顿市(Stockton)港口。

2023-05-18 11:45:33

水泥等制造业的智能化发展方向和目标再一次被明确。

2023-05-10 16:35:12

4月25日,由中国水泥网举办的“第四届中国水泥智能化高峰论坛”在湖南长沙隆重召开。

2023-04-25 18:24:31

行业的低成本时代已经一去不复返,未来水泥行业的成本压力只会越来越大。

2023-04-20 09:32:51

中国建材集团党委书记、董事长,中国建材股份党委书记、董事长周育先作为企委会中方企业代表受邀参会,并围绕“合作共促繁荣发展:数字经济、产业转型、消费与健康”的主题进行发言。

2023-04-08 14:07:13

受制于全球化石能源尤其是煤炭行业长期投资不足,未来较长时间内,全球煤炭市场或将继续处于供应偏紧的状态,今年国际市场价格可能继续高位运行。

2023-04-07 16:42:07

CCUS技术包括捕集、运输、利用与封存四个环节,各工艺环节均存在公用工程消耗,目前需要通过技术进步、能量综合利用实现能耗、消耗的降低,进而降低成本。

2023-04-03 10:26:11

周育先一行参观了中材建设展厅,深入了解了中材建设的历史沿革、国际化发展历程、属地化经营、数字化转型、产业发展、“双碳”技术等方面的情况,听取了中材建设围绕公司数字化转型发展历程、现状与成果、未来规划等方面的专题汇报,并通过与海外项目视频连线的方式观看了中材建设仓储系统、车管家、数字搅拌站等数字化平台的实际操作和应用。

2023-03-27 09:59:21

传统的大宗建材产品“水玻陶”产量已达峰值,市场需求总量及消费拐点基本确认

2023-02-19 13:38:36

从中长期看,国内减碳措施不断加强,火力发电占比不断下降,预计国内煤炭需求将会总体走弱。从国内和进口方面来看,随着进口煤增量的冲击以及国内供暖季保供任务结束后,煤炭供应会逐渐宽松,煤价有下行压力。

2023-02-16 10:15:28

当下,我们既要看到困难和压力,也要看到机会和希望,坚定信心和勇气,调整好企业的战略思路和经营方式,不断适应变化,乘风破浪向。

2022-12-31 10:34:06