[原创]Dangote Cement正跻身全球水泥巨头之列

2015-12-03 09:43:57

​尽管非洲有大量的石灰岩矿床,然而它在全球水泥巨头中却没有代表性的企业。但是,目前Dangote Cement在非洲的扩张或将改变这一窘境。这家公司正试图将非洲由原材料进口地改变为全球生产地。有研究机构表示,Dangote Cement正快速成为全球水泥市场的游戏规则改变者。

  全球水泥市场庞大,年总收入估计超过2500亿美元,年增长速度在5.3%左右,水泥生产被认为是经济增长的主要驱动力。水泥是建筑的关键原材料,也是成长和新兴经济体经济活动的重要基石。水泥的生产集中化并且大部分是本地化,满足本地水泥需求、为本地经济创造就业机会的同时还能创造外汇。

  然而,尽管非洲有着大量的石灰岩矿床,然而非洲却不是最主要的水泥产地,在全球水泥巨头中也没有一家代表性的非洲企业。

  2014年,中国、印度、美国、土耳其、巴西、俄罗斯、伊朗、日本、越南、巴西是十大水泥生产国。中国也是全球20大水泥企业排行榜中企业数量最多的国家。拉法基豪瑞是全球最大的水泥企业,其他的有意大利水泥、台湾水泥、德国海德堡水泥、墨西哥西麦斯、巴西沃特兰亭、爱尔兰老城堡、欧洲水泥集团、印度Ultratech 和Jaypee。而Dangote Cement正努力挤入世界水泥巨头之列。

  Dangote Cement总部位于尼日利亚,拥有近2.8万亿奈拉的市值,超过尼日利亚股票市场总市值的四分之一,今年前9个月总收入3665亿奈拉,在非洲18个国家经营业务,在另外2个国家拥有即将投产的工厂,在11个国家签订新建工厂的合同。它已成为尼日利亚最大的水泥生产商和非洲大陆最大的生产商之一。

  三季度财报显示,Dangote在坦桑尼亚投产了总投资为6亿美元的水泥厂,1-9月共出口370万吨水泥到邻国。尼日利亚国内现在水泥已实现自给自足,国内企业可通过水泥出口来获得外汇。根据报告,1-9月,公司的营业额上升了17.8%,达到3655亿奈拉,国外的工厂表现极佳。毛利润从1997.1亿奈拉上升到2268亿奈拉,同比上涨13.5%,毛利润达62.1%。税后净利润从1404.8亿奈拉上升到1579.9亿奈拉,净利润率达43.22%。

  Dangote执行总裁Onne van der Weijde表示,国外收入贡献了29%,其中三季度贡献了39%,表明集团国外发展的成功,快速占据了其他国家的市场份额。公司的战略聚焦于成本和质量领先,这是获得南非、埃塞俄比亚、塞内加尔市场份额的关键因素。尽管有人认为这些市场存在产能过剩,但是集团强大的效率、高品质的产品有着强大优势。集团正朝着非洲最大的水泥生产商的方向发展。

  10月份,Dangote Cement在坦桑尼亚投产300万吨水泥厂,它是中东非最大的水泥厂,也是尼日利亚最大的投资项目。

  坦桑尼亚是Dangote Cement继埃塞俄比亚、赞比亚和喀麦隆之后第四个投产的国外水泥厂。Dangote集团现在在18个非洲国家拥有水泥业务,同时计划年前投产在塞内加尔、南非的水泥厂。其他涉足的非洲国家包括:加纳,喀麦隆,刚果,科特迪瓦,利比里亚,塞拉利昂,埃塞俄比亚,肯尼亚,赞比亚,尼日尔和马里。这些国外的业务使得Dangote集团水泥业务板块更加强大。

  在尼日利亚国内,Dangote Cement拥有水泥产能2925万吨,最大的Obajana工厂位于科吉州,拥有四条生产线,总产能1325万吨。此外奥贡州的Ibese工厂和贝努埃州的Gboko工厂分别拥有产能1200万吨和400万吨。

  今年8月份,Dangote Cement与中国中材国际签订了价格43.4亿美元的合同,在11个国家新建13家水泥厂,若全部投产,这将使得集团的总产能超过7000万吨。


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Correlation

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

Nowadays, with the rise of local enterprises, such as Ningbo Yiyu Environmental Protection Co., Ltd. and other high-tech enterprises, relying on their professional R & D and production capacity in the field of dust removal products and pneumatic components, they provide cement plants with reliable and cost-effective localization alternatives.

2024-11-05 13:54:53

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

Every employee should know what emission sources are available in his position, what emission reduction measures are available, and how much emission reduction can be achieved by these measures, so that they can understand the principle of emission, learn the method of accounting, use the carbon management platform, and improve the carbon management ability of each position, so as to achieve "carbon management in the whole process".

2024-10-16 13:15:57

However, it should be noted that brand promotion is not achieved overnight, but requires years or even decades of efforts. Our primary service offering is pricing strategies for large and mid-sized businesses to improve margins and achieve growth. The profit is equal to the price times the sales volume minus the cost. According to our research, there is a tenfold relationship between pricing and profit, while there is only a sixfold relationship between cost and sales volume, because when sales volume increases, the corresponding cost will also rise. We support Chinese enterprises to improve their profits, because only profits are the key to the survival of enterprises.

2024-10-12 13:16:50

The ultra-low emission transformation of cement industry should be carried out from the perspective of the whole process. According to the characteristics of production and pollutant emission, enterprises should carry out all-factor and all-round upgrading and transformation of organized emission, unorganized emission, material and product transportation, monitoring and control, environmental management, pollution reduction and carbon reduction, each of which is very important.

2024-10-09 10:17:40

Strictly implement the policy of capacity replacement, strengthen the control of excess capacity, resolutely curb illegal new capacity, build new cement projects according to ultra-low emission level, eliminate backward capacity according to law and regulations through comprehensive means, give full play to the standard role of energy consumption, environmental protection, quality, safety, material consumption and water consumption, and guide high energy consumption. Conditional areas can formulate plans for the withdrawal of restricted capacity.

2024-09-29 10:25:13

On September 27, the Ninth General Election Congress of Shanghai Cement Industry Association was successfully held in Qingpu District, Shanghai. The General Assembly elected the Ninth Council, the Board of Supervisors and the head of the Association. Kong Xiangzhong, Executive Chairman of China Cement Association, Zhang Lijie, Researcher of Policy Research Office of Shanghai Municipal Housing and Construction Commission, and Wang Bo, Chief of Social Management Department of Civil Affairs Bureau attended the meeting.

2024-09-28 16:19:44

According to the Plan, by the end of 2025, more than 50% of the cement clinker production capacity in the province will have been basically transformed, and the clinker production capacity of large cement group companies such as Huaxin, Gezhouba and Yadong over 2500 tons per day (excluding) will have been basically transformed into organized and unorganized ultra-low emissions, with 30 enterprises of B level and above or performance-leading enterprises. The proportion of performance-leading enterprises in independent grinding stations has reached more than 30%.

2024-09-26 15:14:47

Promoted by the "policy combination boxing" of the state adopting mandatory standards to promote the withdrawal of low-quality and low-efficiency production capacity and strengthening the supervision of new and stock projects, cement enterprises are promoting joint restructuring through m & a, equity participation and other forms, curbing new production capacity from the source, reducing and eliminating backward production capacity from the stock, and adjusting the structure. Promote the sustainable development of the industry.

2024-09-26 14:10:42

The circular calls for the implementation of ultra-low emission transformation of cement clinker production enterprises (excluding mines), independent grinding stations (including cement enterprises producing special cement and co-disposing solid waste) and coking enterprises (including semi-coke production). By 2028, the province's cement industry will strive to complete the transformation of 80% clinker production capacity. Cement enterprises that have completed the ultra-low emission transformation should check and fill in the gaps according to the scheme to ensure that the corresponding processes meet the requirements of the scheme on schedule.

2024-09-25 11:21:09

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

The Antimonopoly Committee of Ukraine (AMCU) approved the acquisition of Dyckerhoff Cement Ukraine by CRH Ukraine on 5 September 2024. 99.9775% equity interest. This will make CRH the largest cement producer in Ukraine.

2024-09-24 14:08:32

Faced with the current difficult situation faced by the basic building materials industry and the foreseeable development trend in the future, Liu Yan pointed out that the company should not only base itself on the present, withstand the pressure, reverse the target and sprint with all its strength, but also adhere to the concept of system, do a good job in strategic planning, reform and innovation, especially in upgrading the three modernizations and talent team construction, so as to lay a solid foundation for the development of the next ten years or even longer.

2024-09-24 10:59:20

By 2027, the energy consumption of more than 30% of cement production lines will be better than benchmark level, and all production lines in the industry will reach the benchmark level of energy efficiency standards. More than 70% of cement enterprises have achieved a high degree of automation in the whole production process, and the proportion of enterprises with digital transformation maturity level 3 or above has reached more than 20%, and the level of greening and digitalization of the industry has been significantly improved.

2024-09-23 10:29:16

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

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.

2024-09-16 10:19:30

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

Looking forward to the future, in order to achieve full carbon neutrality in the cement industry, we need not only the drive of technological innovation, but also the cooperation of policy support and market mechanism. By adopting non-carbon raw materials, alternative fuels, clean energy and optimizing transportation modes, the cement industry will gradually achieve a significant reduction in carbon emissions, thus taking a more solid step on the road of carbon reduction.

2024-09-13 13:55:48

Cement enterprises can manage carbon assets and gain advantages in the carbon market by finding out the family background and effectively managing carbon assets, setting up specialized agencies or departments to achieve low-carbon management, actively participating in carbon market transactions and accumulating experience, and developing carbon financial products to help their own development.

2024-09-12 09:09:57

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

2024-09-06 10:01:57

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

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.

2024-09-03 09:43:58

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

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

2024-08-02 13:05:35

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.

2024-07-23 18:02:53

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

It has vigorously promoted "eliminating backwardness, optimizing layout, upgrading technology and eliminating a large number of backward production capacity" and achieved remarkable results.

2024-07-23 14:51:01

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

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

2024-07-02 10:27:00

"Wa Stone" implies the spirit of Nuwa mending the sky and the quality of five-color stone. Wei Huashan said: "The name of Queshi Group is to show the pragmatic spirit of constantly surpassing oneself, vigorous progress and down-to-earth."

2024-07-02 10:02:35

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.

2024-07-01 17:06:15

Green is the background of high-quality development of cement industry.

2024-06-18 14:36:10

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province.

2024-06-13 16:36:33

According to the data center of China Cement Market, the implementation of the new national standard has increased the cost of cement production. Leading enterprises in most areas have notified to raise the price of cement by 30-50 yuan/ton. Enterprises in Chongqing plan to raise 100-130 yuan/ton on the 8th.

2024-06-07 16:54:53

Leading cement enterprises are encouraged to carry out cross-regional and cross-ownership mergers and reorganizations.

2024-06-07 16:28:47

Large enterprises should take the lead in strictly implementing the requirements of peak staggering production, and small and medium-sized enterprises should actively integrate into the overall situation of the industry, strengthen self-discipline, and jointly create a good industry ecology and orderly competition and cooperation relationship.

2024-06-06 10:46:54

According to the "2023 Top 100 List of National Cement Clinker Production Capacity" released by China Cement Network, Lafarge ranks 7th in Sichuan. It is noteworthy that Dujiangyan Lafarge is the only three cement clinker enterprises in Chengdu, the capital of Sichuan Province, and the other two.

2024-06-01 10:21:21

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Chang An-ping believes that now, 200 years after the invention of Portland cement, there are only two kinds of cement industries left: those who are still waiting to see, those who are still fighting for production, and those who are looking forward to tomorrow, those who are determined to go all the way.

2024-05-24 09:30:01

In January-April 2024, cement sales in Brazil increased by 0.2% year-on-year. Among them, Brazilian cement sales in April were 5.148 million tons, an increase of 12.1% compared with the same period last year.

2024-05-22 14:52:39