华新水泥拓展海外市场的启示

2014-09-23 09:31:25

从2009年开始冀东集团、同力水泥、华新水泥、海螺水泥等国内大型水泥企业开始走出国门,正式拉开了海外投资建厂试水的帷幕,步入“海外投资建厂”的阶段。

  9月13日上午,在中国国家主席习近平和塔吉克斯坦国总统拉赫蒙共同见证下,华新水泥总裁李叶青与塔吉克斯坦投资和国资委主任果吉利·果西木,分别代表华新和塔吉克斯坦政府正式签署投资协议,确定在塔吉克斯坦建设和运营第二条和第三条水泥生产线项目。

  华新水泥走出国门,实施国际化战略的第一站——华新亚湾水泥有限公司已成功运行一年多,为当地就业、税收、先进技术、慈善事业等方面作出了突出贡献,是唯一获得“塔吉克斯坦共和国2013年度优秀工业企业”荣誉称号的中资企业。同时,华新亚湾公司也积累了经验,锻炼了队伍,取得了较好的经营业绩,为百年华新创造了新的发展机遇,使项目真正实现了合作双赢。

  为进一步拓展水泥产业海外市场,推动长江经济带与丝绸之路经济带对接,华新水泥抓住中塔深化经济合作的契机,决定追加投资2.5亿美元,在塔吉克斯坦北部城市胡占德和南部城市丹加拉各新建一条新型干法水泥生产线。华新胡占德项目和丹加拉项目将分别于2015年和2016年建成投产。届时,华新水泥在塔总产能将达到350万吨,彻底扭转塔吉克斯坦水泥依赖进口的局面,并可辐射阿富汗、吉尔吉斯斯坦、乌兹别克斯坦等国,成为塔国经济重要的支柱产业。

  早在2009年,国家就出台了《关于抑制部分行业产能过剩和重复建设,引导产业健康发展若干意见的通知》。2010年1月,国务院部署加强淘汰落后产能工作,对电力、钢铁、水泥、建材、纺织等重点行业淘汰落后产能提出了具体目标任务。面对产能过剩,强行关闭或者通过其他手段间接关闭相关企业,势必造成大量人员失业,从而对社会稳定构成潜在威胁。而且,过剩产能行业已经吸附了大量的资本,在找到新的出路之前就强行关闭,容易造成资本的巨大浪费。所以,解决过剩产能问题,要有新的发展思路,“以疏代堵,以转代切”,通过拓展海外市场来盘活过剩产能,释放升级换代的发展空间促进经济结构调整。

  拓展海外市场,有利于国家政治经济安全。过剩产能企业拓展海外市场的主要地域为发展中国家,通过与广大发展中国家建立更进一步的经贸关系,可以改善外部环境,提升我国在国际舞台上的政治地位。同时,过剩产能企业拓展海外市场是节约国内资源,有效利用国际资源,保持经济可持续发展的重要途径。过剩产能拓展海外市场还有利于转移剩余劳动力,缓解就业压力。

  拓展海外市场,有利于改善贸易环境。随着我国与部分国家贸易顺差的扩大,许多国家纷纷运用反倾销、特保和反补贴等措施设置贸易壁垒。过剩产能企业与其在竞争激烈的国内市场面临亏损和破产,不如走出国门闯一闯,在国外站稳脚跟、占领市场,产能过剩这件“坏事”就变成了生产能力强大的好事。

  拓展海外市场,有利于对外投资、外经合作及对外贸易的联动发展。通过对外投资可以带动工程,工程培育投资,由工程、投资带动劳务输出和商品出口,形成投资、工程、劳务与贸易相互融合、相互促进的局面。

  从2009年开始冀东集团、同力水泥、华新水泥、海螺水泥等国内大型水泥企业开始走出国门,正式拉开了海外投资建厂试水的帷幕,步入“海外投资建厂”的阶段。

  从目前情况看来,我国的水泥企业在海外投资尚处于起步阶段,各方面的经验和资源并不十分充足,面临着多种严重的挑战和风险。主要表现在以下几个方面。

  第一,一些国家对我国水泥企业直接投资建厂设置较多的壁垒,使得整个投资进程推进缓慢。近年来我国企业和经济实力不断上升,使海外同行产生了比较强的戒备和竞争心态,在政治上也招致更多的猜忌和疑虑,致使我国企业在境外投资并购面临一些国家的限制性措施。第二,一些国家和地区政局动荡不安,政策稳定性差,投资合作面临不确定性,安全风险加大。东南亚、非洲和中东等地区水泥需求量大,市场行情比较好,但是市场需求并不稳定,存在较大市场风险。第三,目前世界经济呈缓慢增长趋势,我国水泥企业在海外投资成本较高,面临投资回报风险增加问题。第四,在海外直接投资建厂,需要考虑当地的金融环境,包括汇率政策、利率政策、总体货币政策等。一些发展中国家其汇率并不稳定,这将直接导致投资企业直接受损。第五,直接与当地水泥企业展开激烈的市场竞争,甚至到拉法基、豪瑞、海德堡等世界水泥巨头的势力范围里去分一杯羹,难度较大。第六,与当地文化、法律、政策等等的对接问题,其中一些发展中国家的国内形势尤为复杂。

  水泥产业欲想在海外拓展市场,获得良好的生存和发展机会,在当地开展稳定的生产和参与市场经营活动,获得理想的利润,还应注意以下几个方面。一是在整个投资建设的过程中,注重宣传和推广自己。当前我国水泥企业在生产技术、工艺和设备上已经达到了世界先进水平,并拥有丰富的国际工程承包和建材成套设备的出口的经验与能力。在国际建材工程市场上有较大影响力。企业利用展览会、研讨会、专业洽谈会等形式,积极加以宣传和推广自己,扩大在当地及国际建材市场的影响力。二是在经营过程中需强化品牌意识。必须要有树立品牌的意识,只有在树立了良好的品牌之后,企业可以适当实施优质优价策略,在激烈的市场竞争中获得主动性。三是大力实行本土化战略,与当地水泥企业开展良好的竞争与合作。企业实行本土化战略有利于尽可能地为当地政府的经济发展作出更大的贡献,从而赢得当地政府和人民的好感,使企业获得进一步发展的机会。四是选用具有跨国经营经验的管理人才,并做好后期人才的培养和储备工作。管理人才是我国水泥产业拓展海外市场的直接推动者,其素质的高低直接决定着企业在海外投资经营的成败。五是健全拓展海外市场的服务保障体系和完善风险控制体系,加强公共信息服务。可以实行以合资为主的投资形式,这样既可以克服投资企业在一定程度上客观存在的资金缺陷,也可以利用东道主国家的关系优势,有效规避政治风险。

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Correlation

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

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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.

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In the first half of 2024, Huaxin Cement achieved good results overseas. Huaxin said that the improvement of aggregate and overseas cement sales and performance has become an important support for stabilizing the company's performance. It is understood that overseas development is one of the four major development strategies of Huaxin Cement. In the second half of the year, Huaxin said it would be aggressive and further expand its overseas market. Li Yeqing said that in the future, Huaxin Cement may have production lines in 25 or more countries.

2024-09-04 10:31:12

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

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"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

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Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

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The two sides exchanged views on the current situation of the cement industry and the healthy development of the cement market.

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Conch Cement said it planned to seek overseas expansion opportunities in Africa, Latin America and the Middle East to balance the impact of falling domestic demand.

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Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

Recently, Xu Yongmo, Chairman of Huaxin Cement, visited China Cement Network and was warmly received by Shao Jun, Chairman of China Cement Network. The two sides exchanged views on the current situation of the cement industry, the future development trend of the industry and the overseas development strategy of Chinese cement enterprises.

2024-05-22 19:38:34

Broadening the industrial chain, entering new energy and accelerating overseas development will be the main trend of cement enterprises in the future.

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A person in the industry said that the main reason for the low comprehensive energy consumption per unit product of Huaxin cement clinker is the use of alternative fuels, which also shows that alternative fuels can indeed save energy and reduce consumption by a large margin.

2024-05-16 09:22:44

The strategy of Chinese cement enterprises to lay out overseas markets has achieved remarkable results. In the future, with the sustained development of overseas business, it will effectively help Chinese cement enterprises to enhance their influence and competitiveness.

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It is reported that the expansion of Huaxin cement aggregate production capacity is mainly concentrated in the past three years. According to the previous announcement data, by the end of 2020, the production capacity of Huaxin cement aggregate is only 5500. By the end of 2023, its aggregate production capacity has reached 277 million tons, and its production capacity has increased by 220 million tons.

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On April 18, the sixth general meeting of the seventh session of Hubei Cement Industry Association and the annual meeting of cement enterprises in the whole province were successfully held in Yichang, Hubei Province. The theme of this conference is "overcome the difficulties together, concentrate on moving forward, and work together to promote the rational return of the value of Hubei cement industry".

2024-04-19 09:30:08

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

In 2024, our goal is very clear. Huaxin never takes sales volume as our assessment and pursuit. We will adhere to the concept of "profit is the goal, price (income) is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.

2024-04-15 16:34:59

Looking forward to 2024, Li Yeqing said that although domestic demand for building materials will continue to decline, there is still much room for improvement on the supply side. Opportunities and risks coexist in overseas markets. Huaxin will continue to move forward in a clear strategic direction, adhere to the concept of "profit is the goal, price is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.

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In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..

2024-04-03 13:45:12

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

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On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

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Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

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From the perspective of the main direction of going to sea, China's cement enterprises focus on the layout of Southeast Asia, Central Asia and other countries along the Belt and Road; from the perspective of the route of going to sea, most enterprises mainly build their own production lines.

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Under the support of the "one belt and one way" initiative, Chinese enterprises are still facing great opportunities to go out.

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What impact will this have on the depressed industry and Huaxin? Is "going out" a good medicine to resolve overcapacity?

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Top Ten Forecasts of Cement Industry in 2024

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Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

2024-01-18 13:39:04

The second phase of the project, which started construction on July 26, 2022, is the first new dry-process clinker cement production line independently built by Huaxin in Africa, using the world's most advanced production technology and equipment.

2024-01-16 09:45:20

Cement price in East China decreased by 1.02%; national cement output in 2023; Western International Group invested US $1 billion to build a factory in Zimbabwe

2024-01-10 13:05:08

Cement enterprises are actively transforming to find a new way out. At present, there is still a large market demand in the "Belt and Road" countries. In addition to expanding the upstream and downstream industrial chains and entering the secondary industry, it is also a feasible way to actively expand overseas markets, which is worth pondering by the industry.

2024-01-10 09:38:14

With the decline of demand, the increase of new production capacity and the overall decline of the average price of cement, where is the bright future of the cement industry?

2024-01-02 15:58:24

近日,华新水泥发布公告,公司通过全资子公司华新(香港)国际与INTERCEMENT TRADING INVERSIONES签署股份买卖协定收购Natal Portland Cement Company (Pty) Ltd.100%股权已完成股权交割手续。收购完成后,华新水泥海外熟料产能达到1250万吨,水泥产能达2187万吨,这对低迷的行业和华新将产生哪些影响?“走出去”是化解产能过剩的一剂良药吗?

2023-12-29 16:50:59

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

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12月5日,华新在上海证券交易所成功发行8亿元“面向专业投资者公开发行‘一带一路’科技创新公司债券(第一期)”。

2023-12-06 17:15:23

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2023-12-01 09:16:40

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2023-11-28 09:03:43

十年间,借助政策东风以及积累的先进技术、资金实力和运营管理经验,国内不少水泥企业加快海外布局,众多水泥熟料项目沿着“一带一路”落地生根并开花结果。

2023-10-30 09:34:30

2023年6月26日,华新签署协议收购莫桑比克水泥公司96%的股权,该公司拥有5家水泥工厂,水泥产能约330万吨/年。

2023-10-21 14:12:23

其中,华新水泥与外方签署收购巴西纳塔尔水泥有限公司100%股权协议

2023-10-20 13:10:54

未来,华新将以合作共赢为基石,继续在“一带一路”绘就绿色高质量发展的亮丽画卷,为造福当地群众,促进各国友谊贡献华新力量。

2023-10-18 17:03:03

在“一带一路”企业家大会上,华新水泥与外方签署收购纳塔尔水泥公司100%股权协议。

2023-10-18 15:24:37

共建“一带一路”倡议的提出,开创了世界合作共赢的新模式,为全球发展繁荣注入新动力,极大增进了各国民生福祉。而被誉为中国水泥工业摇篮的华新水泥股份有限公司,承担起行业共建“一带一路”开路先锋的重任,大胆探索、稳步推进,取得实打实、沉甸甸的成就。

2023-10-16 17:37:17

9月28日,华新坦桑尼亚马文尼公司二期项目预热器吊装顺利封顶。预计2024年1月项目建成投产后,马文尼公司将实现熟料产能翻倍,成为坦国最大水泥工厂。

2023-10-08 10:27:54

据中国水泥网了解,华新水泥目前其在国内14个省市及海外的塔吉克斯坦、吉尔吉斯斯坦、乌兹别克斯坦、柬埔寨、尼泊尔、坦桑尼亚和马拉维8个国家拥有近290家子公司,具备水泥产能1.18亿吨/年,水泥设备制造5万吨/年、商品混凝土6010万方/年等。

2023-10-08 09:25:50

此番豪瑞集团董事长到访中国能建,并探讨股权合作,不禁让人产生联想,是否涉及华新水泥?

2023-09-28 15:22:47

Facing the future, Haokai Filter Industry will continue to uphold the spirit of innovation and constantly improve the technical content and market competitiveness of its products. The company will continue to pay attention to industry trends, keep up with changes in environmental protection policies, and provide customers with more high-quality, efficient and environmentally friendly dust removal solutions. Through continuous technological innovation and high-quality services, Haokai Filter Industry will help the cement industry to achieve green transformation, promote high-quality development of the industry, and jointly meet a better future.