[编译]马来西亚水泥价格暴涨40%的真相竟是?

2019-06-27 11:18:18

2019年6月中旬,马来西亚水泥和混凝土突然宣布涨价40%,引起市场恐慌。政府已介入……

  近期,马来西亚竞争委员会(Malaysia Competition Commission)表示将格外关注水泥行业。委员会表示,已注意到水泥和混凝土生产商最近的价格上涨,并且已经和贸易和消费者事务部(Ministry of Domestic Trade and Consumer Affairs)合作。另外,委员会还表示,它很清楚最近YTL和拉法基的合并,这导致市场在上游和下游更加集中。

  发生这种状况的背景是,2019年6月中旬,至少有一家未具名的水泥生产商宣布涨价40%,导致终端用户惊慌失措,当地媒体报道了此事。马来西亚水泥混凝土协会在被问询此事时,曾为价格上涨进行了辩护,原因是各种各样的投入成本不断上升。公平地说,马来西亚竞争委员会在2017年发布的一份报告中承认,由于投入成本该行业面临价格压力。

  目前,政府已经参与其中,贸易和消费者事务的负责人表示,生产商已经同意不提价,任何未来的计划价格调整都将首先与监管层面“讨论”,让局势稳定了下来。随后,马来西亚财政部长林冠英呼吁对马来西亚东部的价格开展调查,以确定是否类似卡特尔的行为导致砂劳越水泥价格上涨。他指出,该州的价格“明显”高于马来西亚半岛。作为回应,CMS水泥首席执行官苏莱曼直接回击了这一说法,他指责马来西亚半岛的行业并购,并表示公司近期没有涨价计划。苏莱曼提到,对马来西亚半岛和砂劳越之间价格差异的任何潜在调查,都将表明这家水泥生产商自2016年初以来没有提价。“我们欢迎调查有两个原因,首先这将表明,价格差异纯粹是由于最近激烈的价格战,这也导致了在马来西亚半岛的行业并购”,苏莱曼说,“其次,这种性质的调查也将一劳永逸地表明,砂劳越不是,也从未是水泥行业的垄断者。”

  正如马来西亚竞争委员会善意指出的那样,在拉法基豪瑞将其在当地的子公司剥离给YTL大约一个月后,整个风波就发生了。该委员会同意YTL收购马来西亚拉法基,它清楚YTL将拥有马来西亚逾一半的产能。考虑到这一点,委员会在面对哪怕是一点点市场不当行为时,想表现得强硬一点不管这种行为是否真实存在,并不令人意外。

  正如马来西亚竞争委员会在其声明中所暗示的那样,当地水泥行业产能过剩。此外,自2015年以来,国内需求一直在萎缩。根据最新数据,马来西亚全国拥有11家综合水泥厂,产能达2710万吨/年。2015年产量达到2470万吨的高点,2017年下降至1880万吨。马来西亚水泥和混凝土协会的数据展示了一个更坏的局面,如果将综合粉磨能力考虑进去,2016年的行业产能利用率仅为59%。2018年底,拉法基马来西亚收入下降,税前亏损9770万美元。不久之后,拉法基宣布将退出该国以及邻国新加坡的水泥市场。

  理论上,YTL的收购本应能解决马来西亚产能过剩问题,因为它要么通过合并两家公司获得协同效应,要么关闭部分工厂。当然,这一体系似乎在一定程度上发挥了作用,因为拟议的40%的价格上涨并没有发生。然而,如果政府是对选民而不是市场做出反应,它可能无限期地延长产能和需求缺口。在这种情况下,拉法基退出东南亚的决定可能是有先见之明的。

All can be viewed after purchase
Correlation

With the continuation of the positive orientation of macro-policy in 2025, as well as the combination of fiscal power and real estate "stop falling and stabilize" policy, it will effectively support the recovery of infrastructure and cement industry. The company will seize the key window period of improving quality and efficiency, reforming and innovating, realize value increment under the new normal situation of reducing development, tap potential and increase efficiency inward, firmly promote the upgrading of "high-end, intelligent and green" and the three major transformations of "cement +, internationalization and double carbon", constantly cultivate and develop new momentum and new advantages, and comprehensively consolidate the core. Return investors with better performance.

2025-04-03 16:10:08

On the afternoon of March 31, China National Materials International Engineering Co., Ltd. (Hereinafter referred to as "Sinoma International" or the "Company") held its 2024 annual performance presentation in Beijing. Yin Zhisong, Secretary of the Party Committee and Chairman of the Company, Focus of Independent Directors, Liu Renyue, Executive Vice President, Sui Tongbo, Vice President, Secretary of the Board of Directors, General Counsel and Chief Compliance Officer. Yin Ling, Vice President and Chief Financial Officer, attended the meeting and conducted interactive exchanges with investors and analysts.

2025-04-03 13:20:34

Sinoma Cement Tunisia Project is the largest single direct investment of Chinese enterprises in Tunisia in recent years. As the third largest cement enterprise in Tunisia, it has an annual production capacity of 1.5 million tons of cement and 1.6 million tons of aggregate, which has created more employment opportunities for the local area, made positive contributions to tax revenue and promoted the local economic and social development.

2025-04-01 20:16:02

Zhou Yuxian emphasized that the company will make full use of the advantages accumulated in the past development process and strive to create a new situation of high-quality development by "expanding increment, optimizing stock, grasping variables and strengthening quality" in accordance with the established strategic objectives.

2025-04-01 20:10:53

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

On March 20, the Ministry of Ecology and Environment issued the Work Program of the National Carbon Emission Trading Market Covering Steel, Cement and Aluminum Smelting Industries (hereinafter referred to as the Program). According to the Plan, in order to implement the plan of the CPC Central Committee and the State Council on the construction of the national carbon emissions trading market, with the approval of the State Council, the three industries of iron and steel, cement and aluminium smelting are included in the management of the national carbon emissions trading market, covering the greenhouse gases of carbon dioxide (CO2), carbon tetrafluoride (CF4) and carbon hexafluoride (C2F6).

2025-03-26 11:55:46

In the turbulent context of regime change in Syria, countless families are facing the difficult choice of rebuilding their homes.

2025-03-25 11:39:07

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

At 10 a.m. on March 20, local time in Kyrgyzstan, the 2500TPD clinker production line of UCG Group in Kyrgyzstan, which was contracted by Beijing Triumph, was successfully ignited and put into operation. Mr. Pavel, General Manager of UCG Kant Cement Plant, attended the ceremony.

2025-03-24 09:26:52

In recent years, based on the new development stage, the company has vigorously implemented the strategy of "integration, internationalization and differentiation", accelerated the transformation of digital intelligence and low-carbon development, and has become a first-class building materials provider integrating cement, commercial concrete, aggregate, logistics and transportation, technology research and development, consulting services, cement kiln co-disposal of waste and other businesses.

2025-03-21 16:53:59

The relocation of commercial concrete in Liudong is not only an active response of Yufeng Group to the policy requirements of Liuzhou Municipal Government on the relocation and resettlement of ready-mixed concrete production enterprises in the central urban area, but also an important measure for the company to further strengthen the management of losses and reduce losses, promote the quality and efficiency of assets, and realize the integration of resources.

2025-03-21 11:06:47

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Sui Tongbo, Vice President and Professor-level Senior Engineer of Sinoma International, made the theme report of "Green Low Carbon Technology Path and Prospect of Cement Industry".

2025-03-20 14:28:18

On March 17, local time, Huaxin officially completed the EMBU SA ENGENHARIA E of Brazil Enbu Aggregate Company. COMERCIO), with a transaction value of $176.9 million. Entering South America marks a key step for Huaxin to implement the strategy of "overseas multi-business development", which will accelerate the company's progress towards the goal of "global leading multinational building materials group".

2025-03-19 19:05:30

Looking forward to 2025, the company will focus on the annual management theme of "Deepening Reform to New Generation", spare no effort to achieve new growth in performance, reshape the sales system to create new functions, consolidate the operation foundation to rebuild new advantages, optimize the allocation of resources to formulate new blueprints, and strive to repay the trust and support of shareholders with excellent performance.

2025-03-19 10:10:17

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

Sui Tongbo pointed out that the cement industry has a long way to go to achieve net zero emissions, and challenges and opportunities coexist. Looking forward to the future, the development trends of China's cement industry include: Green, high-end, intelligent, low carbon/net zero emission; PC will still be the dominant cementitious material for a long time in the future; look forward to innovation-new materials, new processes, new equipment, including low carbon/zero carbon/negative carbon cement, carbon fixation cement.. Hydrogen energy calcination, fluidized bed calcination, oxy-fuel combustion, all-electric calcination, electrochemical preparation, …… Promotion of concrete industry chain-such as UHPC, intelligent concrete with structural function, … …

2025-03-13 10:00:31

What will China's building materials do in 2025? Zhou Yuxian said that around the orientation of the new main industry, China's building materials should be based on the basic advantages accumulated in the past development process, from the perspective of efficiency and efficiency, make more increments around the advantages, overcome weaknesses, optimize stock, seize variables accurately, create value and improve quality, and strive to do a good job in the four articles of "addition, subtraction, multiplication and division" to promote the group. Promote the high-quality development of the group to a new level.

2025-03-07 13:11:30

With the acceleration of the negotiations between the United States and Russia, the end of the war between Russia and Ukraine is beginning to appear, and the post-war reconstruction of Ukraine has also been put on the agenda. As an indispensable building material in the process of reconstruction, the market's attention to cement has increased significantly.

2025-03-07 11:36:54

During the two sessions, representatives of China Building Materials Group focused on issues such as new quality productivity, green and high-quality development, construction of new energy bases and vocational education for employees, and put forward a number of proposals aimed at promoting the high-quality development of the industry and the country through scientific and technological innovation, policy support and system improvement.

2025-03-06 22:19:25

Recently, China's building materials enterprises are taking AI as the engine to open a new chapter of intelligent transformation. Through the privatization deployment and localization application of DeepSeek model, these enterprises actively explore the transformation and upgrading from "manufacturing" to "intelligent manufacturing". Along with the small material, we have a thorough understanding of how these enterprises embrace AI, promote intelligent practice, and inject new momentum into the high-quality development of the industry.

2025-03-05 11:02:56

The spring thunder calls the new green, and the dragon opens the grand chapter. On March 3, 2025, nearly 100 representatives from building materials and cement associations in Beijing-Tianjin-Hebei-Mongolia-Liaoning region and more than 40 enterprises gathered in Tangshan to make suggestions for the cement industry to make up losses and increase efficiency, green and low-carbon transformation and development, and successfully held the Beijing-Tianjin-Hebei-Mongolia-Liaoning Cement Industry High Quality Development Conference. The meeting was presided over by Niu Yafei, Secretary-General of Cement Branch of Hebei Building Materials Industry Association.

2025-03-04 17:26:25

According to the official website of the Ministry of Ecology and Environment, in order to steadily promote the voluntary disclosure of greenhouse gas information of enterprises and effectively promote the comprehensive green and low-carbon transformation and development of enterprises, the Ministry of Ecology and Environment, the Ministry of Finance, the People's Bank of China and the General Administration of Financial Supervision recently jointly issued the Opinions on Promoting the Voluntary Disclosure of Greenhouse Gas Information of Enterprises (hereinafter referred to as "Opinions").

2025-03-04 09:53:06

On March 2, Professor Fan Yueming of South China University of Technology and Chairman Shao Jun of China Cement Network visited Zhejiang Xindu Cement Co., Ltd. (Hereinafter referred to as Xindu Cement) and were warmly welcomed by General Manager Yang Mingqiu of Xindu Cement.

2025-03-03 14:01:54

Banking and insurance institutions should focus on the green and low-carbon transformation of traditional industries, strengthen medium- and long-term loan support for technological innovation and equipment upgrading in the fields of iron and steel, non-ferrous metals, petrochemical and chemical industries, provide insurance risk protection, and effectively meet the financial service needs of low-carbon transformation of industries with high energy consumption and high emissions.

2025-02-28 11:11:16

In 2025, the overall weak pattern of the industry will continue. Under the environment of coexistence of opportunities and challenges, overseas market development will continue to be an important direction for cement enterprises in the new year.

2025-02-25 09:52:43

Gui Tongsheng pointed out that the cement company is promoting the construction and operation of a number of overseas investment projects, and actively expanding the business of technical consultation, operation management and international sales of cement products. It is expected that international companies will further develop their advantages in overseas market layout and help cement companies develop their overseas business rapidly.

2025-02-19 09:41:50

In the downward cycle of the industry, digitalization is not only an "emergency prescription", but also an engine of efficiency. Zhongkai's intelligent management and control solution for cement cargo flow has been successfully applied in many cement enterprises in China, which has realized the low-carbon, networking and intellectualization of logistics management and brought considerable economic benefits.

2025-02-18 15:32:11

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

We will guide facilities for the co-disposal of hazardous wastes in cement kilns to play a better role as a useful supplement to the utilization and disposal capacity of hazardous wastes, focusing on the treatment of hazardous wastes with large storage and landfill capacity and single category. Hazardous waste incineration and cement kiln co-disposal facilities will be carried out in an orderly manner.

2025-02-12 10:11:44

In 2025, the company will focus on emerging countries and regions and adopt diversified development methods for overseas market layout and planning. Give full play to the bridgehead role of overseas representative offices, and strengthen their capabilities in information collection and analysis, trade opportunity capture and acquisition, business liaison and negotiation, etc. At the same time, we should coordinate the industry to go to sea, coordinate the "going out" of the industrial sector of the whole group, and promote the integration and development. Consolidate the development system and development capacity, and constantly improve the quality of overseas operations.

2025-02-12 09:31:55

After completing the agenda, Comrade Yang Jun, Secretary of the Party Committee and Chairman of the Board of Directors of the Group, delivered a speech. He fully affirmed the efforts made by the Group in business development, scientific and technological innovation and deepening reform in 2024. On behalf of the Party Committee and the Board of Directors of the Group, he expressed sincere respect and heartfelt thanks to the cadres and employees who fought on all fronts of the Group!

2025-01-17 09:59:59

On January 15, the Tianshan Material 2025 Working Conference and the Second Session of the First Workers'Congress were held in Shanghai. Zhou Yuxian, Secretary and Chairman of the Party Committee of China Building Material Group and Secretary and Chairman of the Party Committee of China Building Material Co., Ltd., attended the meeting and made an important speech. Wei Rushan, Standing Committee and Deputy General Manager of the Party Committee of China Building Material Group, Deputy Secretary and President of the Party Committee of China Building Material Group, and Liu Yan, Standing Committee of the Party Committee of China Building Material Group and former Chairman of Tianshan Materials, attended the meeting and put forward work requirements. Zhao Xinjun, Secretary of the Party Committee, Chairman of the Board of Directors and President of Tianshan Materials, made a speech entitled Facing Difficulties Concentrate on improving quality and efficiency, reform and innovation to promote the company's high quality

2025-01-16 15:38:08

Qiu Jinghe said that although there are many thorns in 2025, we are still full of confidence. As long as we grasp the key of "saving energy and reducing consumption, improving quality and efficiency", strengthen management and implement it vigorously, we will be able to remain invincible in the industry and continue to win new and greater harvests!

2025-01-15 15:22:10

Hongshi Group adheres to the principle of "combining justice with benefit and putting justice first", brings world-class cement technology, technology and management to the host country, manufactures cement in a safe, environmentally friendly and low-carbon way, promotes the "high-end, intelligent and green" cement industry in the host country, and achieves inclusive growth. In the past ten years, the Red Lion Group has made great achievements in the construction of the "the Belt and Road" project, and has also made positive contributions to the dissemination of Chinese culture and the promotion of local economic and social development.

2025-01-15 11:30:51

Wang Luyan, chairman of Xinjiang Tianshan Cement Co., Ltd., was elected president of the association by secret ballot. Li Jingmei is the Secretary-General of the association.

2025-01-14 10:06:06

The 2025 working conference of Red Lion Group emphasizes organizational change and project system operation, promotes the growth of "cement + polysilicon" dual main industries, strengthens innovation drive, cost control and professional competence improvement, and ensures sustainable development.

2025-01-13 09:16:08