[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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