[原创]角逐中的巴基斯坦南部水泥市场

2015-08-24 14:42:15

目前,巴基斯坦水泥产业充斥着产能扩张的公告,包括兼并和收购。在过去的几个月里,三家水泥企业纷纷宣布扩产计划。

  目前,巴基斯坦水泥产业充斥着产能扩张的公告,包括兼并和收购。在过去的几个月里,三家水泥企业纷纷宣布扩产计划。

  Attock Cement (ACPL)日前透露,将花费1.2亿美元的成本产能扩大至110万吨。在此公告之前,Cherat Cement (CHCC) 表示将斥资1.2亿美元扩张130万吨水泥产能。Dera Ghasi Khan Cement (DGKC)也披露将花费3亿美元增加250万吨水泥产能。

  2015财年巴基斯坦南部水泥市场的产能利用率在87%,显著高于北部地区75%的利用率。即使2018年DGKC的扩张如期完成,在2016及2017年财年,当地水泥企业的产能利用率也将随着地区需求的增长而提升。

  即使在企业检修期间南部市场的动态竞争也依然持续。目前, Lucky Cement (LUCK) 占有42%的市场份额。ACPL 和 Dewan Hattar Cement (DCL)各自占有21%的市场份额。在新一轮的产能扩张完成之后,ACPL在南部市场的占有率将提升至30%。LUCK以及 DCL的市场份额将分别降至37%、18%。短期内,若水泥产能不随着日益增长的需求而扩张,水泥企业可以有更高的售价。但几年之后,市场竞争将会加剧。

  现在,南部市场的剧烈竞争已经开始。 LUCK在该地区的市场龙头地位已经受ACPL的挑战。

附:[原创]充满商机的巴基斯坦水泥市场

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In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

On March 28, 2025, the 7.9 magnitude earthquake in Mandalay, Myanmar, damaged five of the nine cement plants. This caused the price of cement to rise from 20,000 kyats per bag to 3.7- Forty thousand kyats, the supply is short or even out of stock, and the production capacity has dropped sharply. Myanmar's Ministry of Industry supports the repair of cement plants, allowing the import of cement, and recently ships carrying cement arrived in Yangon. Myanmar's annual cement demand exceeds 10 million tons, while the domestic demand can only meet 8 million tons. The government and the industry are actively seeking solutions to restore and develop the cement industry.

2025-04-15 09:12:30

Facing the new development trend of the domestic cement industry, the company has accelerated the pace of structural adjustment, transformation and upgrading, and international development, and actively responded to the national "going out" call for Sinoma Cement as the company's overseas investment and operation platform. At present, Sinoma Cement has a total cement production capacity in Zambia, Nigeria and Mongolia. 2 million tons, clinker production capacity of 1.55 million tons, commercial mixed production capacity of 200,000 cubic meters, aggregate production capacity of 2 million tons, sintered brick production capacity of 60 million pieces. 2024 In 2008, the company's international business continued to maintain a profitable trend, with sales and profits increasing.

2025-04-14 16:34:32

It is noteworthy that there is still room to double the current overseas production capacity from the target of 50 million tons. Whether through new projects or rapid expansion through mergers and acquisitions, the internationalization path of Huaxin Cement has clearly emerged, and overseas business has become an important engine of the company's performance growth.

2025-04-10 09:49:29

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20

In the short run, the escalation of the Sino-US tariff war has little impact on China's cement industry; in the long run, it will have a positive impact on stimulating domestic consumption, forcing Chinese enterprises to speed up the pace of "going out" and increasing exports.

2025-04-08 16:34:26

Looking forward to the future, the company will continue to strengthen the development and layout of major national strategic regions, rapidly form output contribution, increase market share and market primacy, and achieve double improvement of "scale" and "efficiency". While promoting the admixture business and aggregate business, the Company continued to cultivate the industrial Internet business, iteratively upgraded the "concrete networking" platform of the concrete industry chain, and actively developed the national markets with better foundation and continued to develop new national markets.

2025-04-03 13:11:51

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

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

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

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

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

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 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

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

At present, Zhongxin Kaiwei Modern Animal Husbandry Pig Farm produces 80 tons of feces and dry matter every day. The feces flows from the building to the high-temperature anaerobic fermentation tank through the closed pipeline, and produces biogas through anaerobic fermentation. After wet oxidation and desulfurization, biogas is used as energy, most of which is used as clean energy and transported to cement plants as heat source for cement mill production.

2025-01-07 20:12:54

In 2024, Taiwan Cement has shown great determination and action in overseas expansion, and actively promoted its internationalization strategy.

2025-01-03 15:35:57

Whether Red Lion Group can use new ideas to break the current predicament of the domestic photovoltaic industry remains to be tested by time. But "cold winter" more than a year, suddenly appeared a new player to open the posture to attack, but also to add some sunshine to the industry.

2024-12-27 10:54:21

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.

2024-12-27 09:27:20

At present, many industries in our country appear market involution, and enterprises are also fighting price war, which seriously affects the profits of enterprises, but also affects the stock prices of many listed companies. Although the occurrence of large-scale industry involution is related to the overcapacity of the industry, it is also related to the competitive concept of enterprises, the low-price bidding of the industry and the blind low-price competition. Therefore, how to carry out healthy competition, how to overcome industry involution, how to carry out reasonable pricing, these are the problems we must face and solve.

2024-12-24 18:33:47

On the demand side of the ready-mixed concrete industry, this round of demand cycle has ended, and before the arrival of the next consumption cycle, the ideal state is that the demand enters a plateau or slowly declines, and the possibility of sustained decline is greater; on the supply side, the situation of serious overcapacity in the concrete industry can not be fundamentally reversed in the short term.

2024-12-23 10:03:36

Li Yeqing, president of Huaxin Cement, mentioned in an investor relations event in the first half of this year that Huaxin Cement does not have too many restrictions on overseas development in the region, and the company will expand along a region, such as Africa in the recent stage, Asia is still looking for opportunities, and South America will go in the future. If Huaxin is committed to becoming a global multinational company, it will not stick to or be confined to a certain country or region.

2024-12-18 13:20:19

On December 17, the Ministry of Industry and Information Technology held a press conference to introduce the Action Plan for the Optimization and Upgrading of Raw Materials Industry (2025-2027), as well as the measures and results to promote the high-quality development of raw materials industry.

2024-12-17 14:31:45

ICRA believes that due to the slowdown of construction activities during the general election in the first quarter of fiscal year 2025 and the impact of strong monsoon rains in the second quarter on the growth of cement production in India, which is slower than expected, it has slightly revised its forecast for the growth of cement production in fiscal year 2025 from 7-8% released in July 2024 to 4-5%..

2024-12-09 16:01:22

On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.

2024-12-03 09:27:50

On October 28, 2024, General Secretary Xi Jinping, presiding over the 17th collective study of the Political Bureau of the CPC Central Committee on building a strong cultural country, stressed that we should anchor the strategic goal of building a strong cultural country in 2035, adhere to the fundamental guiding ideology of Marxism, root in the broad and profound Chinese civilization, and conform to the trend of information technology development. The socialist culture with Chinese characteristics in the new era with strong ideological leadership, spiritual cohesion, value appeal and international influence will constantly strengthen the people's spiritual strength and lay a solid cultural foundation for the construction of a strong country and national rejuvenation. China Cement Association Corporate Culture Seminar 2024

2024-11-28 13:24:22

Involution is a roadblock to the development of the industry and a fat stone to move forward, which is harmful but not beneficial. Because the core of involution competition is to protect oneself, protect the market, and fight price war, once the enterprise is difficult to operate and its efficiency declines, without economic support, the enterprise is like a body drive with its skeleton and blood removed, unable to gain a foothold, it can no longer have new ideals and goals, can no longer concentrate on technological innovation and effective technological transformation, and can no longer take society and the overall situation into account. It is impossible to truly achieve green, low-carbon and digital operation, in short, enterprises without economic support will be eliminated and eliminated sooner or later, where can we talk about progress and development?

2024-11-15 18:10:09