[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

All can be viewed after purchase
Correlation

According to incomplete statistics, there are about 33 listed companies developing mixed business in A-share motherboard, Hong Kong stock and Taiwan stock, and 4 companies developing mixed business in the new third board. Among them, there are 11 companies with mixed business as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in 2024, the detailed analysis is as follows:

2025-05-16 16:28:05

Zhou Yuxian said that cement workers have never been afraid of difficulties and obstacles. The more complex the situation is and the more arduous the task is, the more we should strive to break through difficulties, seek changes and open up new situations. Here are three suggestions to share with you.

2025-05-15 14:35:35

Yan Xiaofeng believes that the future development of the cement industry needs to start from two aspects of demand and supply, of which the supply side is the focus, and the task of the supply side is to do everything possible to reduce production capacity, and put forward the general idea: three perseverances.

2025-05-15 10:23:43

The Eighth Council of China Cement Association has completed its historical mission, and the Ninth Council will usher in a more mature, more perfect and more influential leadership team.

2025-05-15 09:25:19

Zhou Yuxian said in his speech that at present, China's cement industry is facing many challenges, such as overcapacity, insufficient demand and declining efficiency. The industry has entered a very critical stage of transformation and development. The total profit of the domestic cement industry in 2024 is less than 30 billion yuan, which is a huge gap compared with the data disclosed in the annual reports of foreign counterparts. Faced with the severe situation of the development of the industry, all members of the new Council will, in accordance with the excellent working style of the previous councils of the association, hold high the banner of the idea that the interests of the industry are higher than those of the enterprise, and that the interests of the enterprise are bred in the interests of the industry, continue to play a leading, coordinating and serving role, and unite the enterprises of the industry to take the initiative.

2025-05-14 18:49:56

At present, the cement industry is facing severe challenges and changes. Market demand continues to be depressed, the problem of overcapacity is prominent, "price war" rises and falls one after another, and the profit margin of the industry is severely compressed. In this context, the focus of 2025 work of six cement industry giants, Conch, Tianshan, Jidong, Huaxin, Huarun and Shanshui, has attracted much attention. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-05-07 10:05:11

First ten months of the fiscal year (2024.7- 2025.4), Pakistan's cement export volume increased by nearly 29% year-on-year to 7.4 million tons, but the overall shipment volume only slightly decreased by 0.32% to about 37.336 million tons, mainly due to the sluggish domestic demand. Domestic sales fell by 5.55% and export volume increased by 28.77%. In April 2025, the total shipment volume increased by 13.24% compared with the same period last year. APCMA called on the government to introduce measures to stimulate domestic construction activities. The cement industry in Pakistan is affected by the economy and cost, and relies on exports to digest production capacity.

2025-05-06 15:35:01

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

Indonesia's cement industry aims to achieve sales growth in 2025, tackling the problem of low capacity utilization by consolidating exports and focusing on domestic projects. In 2024, domestic sales declined slightly, exports increased, and capacity utilization increased slightly, but did not reach the pre-epidemic level. Domestic sales are expected to grow with government projects in 2025. Demand in some markets has risen and fallen, and exports are dependent on traditional markets and are expected to be stable. The country will restrict new investment, and the Ministry of Industry will begin to identify products to reduce imports and enhance export potential.

2025-04-22 11:26:25

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