[原创]南美水泥市场概况:巴西独占半边天

2015-10-28 14:04:50

去年开始,巴西、阿根廷、秘鲁、智利等南美大国经济增速普遍明显放缓,委内瑞拉经济受油价走低等因素影响出现萎缩,部分国家水泥需求也出现下滑。巴西作为南美最大的水泥生产国,水泥产销占据南美半壁江山,未来预计保持低速增长。区域水泥巨头Votorantim、InterCement依然不断地向内外扩张。

一、人口与经济

  南美洲位于南半球的南部,东濒大西洋,西临太平洋,北滨加勒比海,以巴拿马运河为界同北美洲相分。南美洲包括12个国家(巴西、哥伦比亚、阿根廷、委内瑞拉、秘鲁、智利、厄瓜多尔、玻利维亚、巴拉圭、乌拉圭、圭亚那、苏里南)和1个地区(法属圭亚那)。2014年,南美洲总人口达4.11亿,其中巴西是南美洲面积和人口最大的国家,占南美洲总人口的49%(2亿),除巴西外,人口超过3000万的有哥伦比亚(4900万)、阿根廷(4180万)、委内瑞拉(3085万)和秘鲁(3076万)四国。

图1:南美洲各国人口比重

资料来源:世界银行,中国水泥网,中国水泥研究院

  2014年,南美各国经济增速均呈现不同程度的放缓,整体经济仅增长0.7%,较2013年下滑2.1个百分点,委内瑞拉受油价下跌及国内抗议活动影响,经济陷入衰退,萎缩4%,巴西、阿根廷、秘鲁、智利等南美大国经济增速放缓2个百分点以上。拉美经委会预测,2015年南美洲经济将出现零增长,拉美第一大经济体巴西全年经济预计也将出现萎缩。

图2:2014年南美各国经济增长放缓,委内瑞拉陷入经济衰退

资料来源:世界银行,中国水泥网,中国水泥研究院

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Correlation

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Pursue quality management and effective development, reduce production and consumption intensity, and reduce ineffective supply.

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We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

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

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