[原创]Dangote:野心勃勃的非洲水泥大王

2016-07-11 15:14:56

短短10年,Dangote已在撒哈拉以南非洲地区广泛建设水泥厂,水泥总产能达4300万吨,在七个非洲国家已实现全面运作。Dangote在非洲的战略野心勃勃,计划到2019年将水泥产能提升至7500万吨,这意味着Dangote将成为非洲不折不扣的“水泥生产大王”。

  大约一周前,Dangote在尼日利亚埃多州的Okpella投产一家水泥厂,该厂总投资10亿美元。这一投产庆典伴随着非洲最富有的人--Gdngote集团董事长Aliko Dangote的59周岁生日。

  对于很多行业观察家而言,由于Dangote计划于2019年以前继续推进在非洲各国的扩张,因而此次投产并未令人感到惊讶。

  然而,在Okpella水泥厂落成之前,Dangote宣布开始在象牙海岸建设一家年产300万吨的粉磨厂。

  目前,Dangote Cement Plc几乎进入了非洲所有富含石灰石沉淀物的区域,石灰石沉淀物是生产水泥的必须成分。短短10年,Dangote已在撒哈拉以南非洲地区广泛建设水泥厂,水泥总产能达4300万吨,在七个非洲国家已实现全面运作。

  Dangote在非洲的战略野心勃勃,计划到2019年将水泥产能提升至7500万吨,这意味着Dangote将成为非洲不折不扣的“水泥生产大王”。因为,目前为止,尚无一家其他的水泥生产商的产能超过Dangote并将产能布局于整个非洲。Dangote在尼日利亚控制65%的市场,其市值是尼日利亚股票交易所总市值的30%。根据Dangote的数据,集团水泥产量超过了尼日利亚的水泥需求(平均2000万吨需求)。

  在市值方面,Dangote水泥与世界最大的水泥生产商Holcim-LaFarge处于同等的竞争水平。然而,生产这么多水泥,问题是找到客户购买,Holcim-LaFarge的未来主要依赖于在发展中经济体站稳脚跟,尤其是非洲,而Dangote早就这样做了。

  以下是你所不了解的Dangote在非洲的一些水泥厂:

  尼日利亚

  在尼日利亚,Dangote目前的水泥产能来自于其三个水泥厂,产能共2925万吨。最大的是Obajana水泥厂,位于科吉州,它被誉为是世界单厂最大的水泥厂之一,水泥产能达1025万吨,第四条300万吨生产线投产后水泥产能达到1325万吨。位于贝努埃州的两个厂产能排名次之,Ibese水泥厂产能600万吨,Gboko水泥厂产能400万吨。Dangote也是西非最大的上市公司、福布斯2000强里唯一的尼日利亚公司。2013年,复兴资本(Renaissance Capital)将Dangote列为尼日利亚的成就背后的主要力量,这使尼日利亚代替南非成为撒哈拉非洲以南地区最大的水泥生产商。

  塞内加尔

  2015年,Dangote Cement Plc投资3亿美元的水泥厂将水泥产品投放市场,该水泥厂位于塞内加尔的Pout区,距离达喀尔东部约75公里。该水泥厂被认为是非洲人在塞内加尔最大的单项投资。该厂水泥年产能达150万吨,熟料设计产能为4000t/d。Dangote Cement Senegal被称为是塞内加尔唯一拥有42.5级高品质水泥的工厂,42.5级比32.5级水泥性能更好。

  坦桑尼亚

  Dangote Cement Plc投产新的300万吨水泥厂,该厂位于坦桑尼亚的姆特瓦拉(Mtwara)区。这个新厂是公司非洲扩张战略的一部分,是埃塞俄比亚、赞比亚及喀麦隆之后第四个投产的国家。投资6亿美元的水泥厂,产能达300万吨。

  赞比亚

  Dangote投资4亿美元产能150万吨的水泥厂位于赞比亚铜带的Masaiti。此外,Dangote还在赞比亚靠近卢萨卡的奇兰加(Chilanga)投资4亿元美元建设水泥厂。

  Dangote在南非拥有270万吨产能,在喀麦隆拥有150万吨产能,在埃塞俄比亚拥有250万吨产能,在加纳拥有100万吨进口设备。公司还在刚果(布)、肯尼亚、尼泊尔和津巴布韦建设水泥厂。公司还在塞拉利昂建设、利比里亚均建设70万吨进口或粉磨设备。

All can be viewed after purchase
Correlation

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

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

Recently, China Material International said that in order to promote the international distribution of cement business and achieve the strategic goal of "cement plus" industry development, China Material Cement intends to set up a new SPV company in the United Arab Emirates through its wholly-owned subsidiary, Hong Kong SPV Company, and introduce other investors. Acquisition of 100% equity of CJO in Tunisia and its affiliated GJO with SPV in the United Arab Emirates as the main body. The final acquisition price is based on the consideration of US $130 million, which is determined by adjusting the difference between the audited cash, debt and working capital on the actual delivery date and the corresponding level of the delivery account on the valuation base date, up to US $145 million.

2024-12-04 11:16:49

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

According to the statistics of Pakistan Cement Manufacturers Association, in October 2024, Pakistan's domestic cement sales volume was 3.276 million tons, a slight decrease of 0.49% compared with 3.292 million tons in October 2023. The slowdown of domestic private sector construction industry led to the stagnation of cement demand in Pakistan's domestic market, but the export increased by 51.29%.

2024-11-05 15:40:06

From September 23 to October 5, at the invitation of Saudi Aramco, Holcim Group, Dangote Group, GPC Group and other enterprises, Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials Group, went to Saudi Arabia, Germany, France and Nigeria to attend the group's promotion meeting in Saudi Arabia. He witnessed the signing of strategic cooperation agreements with Saudi Aramco, GPC Group and Dangote Group and the signing ceremony of China-Africa Green Building Materials Joint Laboratory, met with relevant government agencies and well-known enterprise groups in four countries, and investigated local enterprises.

2024-10-08 09:10:31

On October 2, China Building Materials Group and Dangote Group formally signed a comprehensive strategic cooperation agreement in Lagos, Nigeria. Zhou Yuxian, Chairman of China Building Material Group, and Aliko, Chairman and Chief Executive Officer of Dangote Group Dangote attended the signing ceremony and delivered a speech. Zhi Xiao, Assistant General Manager of China Building Material Group and Chairman of China Building Material Institute, and Olakunle Alake, Vice President of Dangote Group Sign the agreement on behalf of both parties. Looking back on the 16-year cooperation between the two sides, China Building Materials Group and Dangote Group have signed more than 20 contracts with a total contract value of more than 5 billion US dollars.

2024-10-05 13:56:18

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

Premier Li Qiang of the State Council delivered a speech at the opening ceremony and attended a forum for representatives of foreign business circles. Zhou Yuxian, Party Secretary and Chairman of China Building Materials Group, was invited to attend the opening ceremony and participate in related activities.

2024-06-28 10:05:42

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

On May 21, Taiwan Cement Co., Ltd. held a shareholders' meeting to officially announce that Taiwan Cement Co., Ltd., which has a history of 78 years, will become a group holding company after seven years of active low-carbon transformation. Cement Corporation to TCC Group Holdings, a total of 11 industries across the global layout of 13 multinational markets. At the same time, the board of directors elected Zhang Anping as the chairman of Taiwan Cement.

2024-05-23 13:50:00

After the completion of the transaction, Jidong Cement holds 100% equity interest in China-Africa Building Materials.

2024-04-28 17:33:55

Looking forward to 2024, CNBM will continue to unswervingly promote the implementation of internationalization strategy, promote the internationalization of all business, all processes and all elements, comprehensively strengthen the construction of overseas compliance risk control system, and take various measures to achieve high-quality development of international business.

2024-04-16 10:11:46

In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..

2024-04-03 13:45:12

In 2023, the total amount of new contracts signed by the company was 61.644 billion yuan, an increase of 18% over the previous year. Among them, the amount of new contracts signed abroad was 33.307 billion yuan, an increase of 55% over the previous year. The value of newly signed domestic contracts was 28.337 billion yuan, a decrease of 8% over the same period last year. By the end of 2023, the company's outstanding contracts amounted to 59.325 billion yuan, an increase of 12% over the previous year, providing a guarantee for the company's sustainable and stable development.

2024-03-27 15:09:34

Although the current "Belt and Road" countries still have a large market demand, they should also be alert to the hidden risks and challenges. Cement enterprises should not only learn to recognize gold, but also guard against dangerous reefs on the seabed.

2024-03-21 17:31:55

From the perspective of the main direction of going to sea, China's cement enterprises focus on the layout of Southeast Asia, Central Asia and other countries along the Belt and Road; from the perspective of the route of going to sea, most enterprises mainly build their own production lines.

2024-03-19 16:34:55

Special cement is the advantage of Yufeng Group.

2024-03-14 14:53:31

On March 7, Taiwan Cement Group announced the completion of delivery procedures related to expanding investment in low-carbon cement in Europe, with a total amount of 621 million euros.

2024-03-08 09:09:19

The domestic cement industry is expected to rebound in 2024 due to the government's tireless efforts to accelerate the implementation of public investment and key transport infrastructure projects, as well as the approval of many industrial and urban infrastructure projects.

2024-03-02 18:09:38

In order to achieve the international development goal of "rebuilding a Chinese building material overseas" in 10 years, we will write a new chapter of high-quality development belonging to South African companies.

2024-03-01 10:55:13

Under the support of the "one belt and one way" initiative, Chinese enterprises are still facing great opportunities to go out.

2024-02-21 09:05:11

On January 8, the Shandong Provincial People's Government officially issued a circular on the issuance of the Land and Space Planning of Shandong Province (2021-2035).

2024-02-19 13:30:20

The author believes that the expansion of the "concrete city" model also reflects the change of the unequal relationship between the North and the South in the world. In the past, multinational companies grabbed a lot of investment and trade gains, but under the new capitalism of "combination of government and business" in Africa, local political and business elites have risen and formed alliance networks, among which the best have even begun to launch reverse m ergers and reshape "North-South relations". With the retreat of neoliberal influence, a new governance model seems to be emerging in West Africa: the government centralizes the promotion of infrastructure projects, enterprises respond to the call to speed up the landing, and the people vote according to the results of their achievements.

2024-02-07 09:41:37

Up to now, the State Council has successively approved the Territorial Spatial Planning (2021-2035) of 18 provinces, including Jiangsu, Guangdong, Shandong, Fujian, Hunan, Anhui, Jiangxi, Hebei, Shanxi, Jilin, Ningxia, Hainan, Zhejiang, Guangxi, Inner Mongolia, Guizhou, Qinghai and Heilongjiang.

2024-01-19 09:16:40

12月5日,华新在上海证券交易所成功发行8亿元“面向专业投资者公开发行‘一带一路’科技创新公司债券(第一期)”。

2023-12-06 17:15:23

11月26日,埃塞俄比亚莱米10000t/d熟料水泥生产线窑尾框架封顶暨回转窑合龙仪式在埃塞俄比亚阿姆哈拉州莱米建材产业园隆重举行。

2023-12-02 16:05:51

邵俊:以“智”取胜正成为改变行业命运的利器;多家水泥企业被裁定破产;未来不懂碳的公司无法生存;海螺、华新、冀东、西南等28家重庆水泥企业纳入碳排放核查名单

2023-11-29 13:43:39

台泥董事长张安平表示,未来不懂碳的公司无法生存,而低碳绝对是国际化市场。

2023-11-28 15:31:03

台泥董事长张安平表示,低碳绝对是国际趋势,不懂得碳的公司在未来寸步难行,台泥透过增加投资OYAK及Cimpor水泥,有望成为全球少数能提供最低碳水泥的主要供应商之一,具高度碳竞争力。

2023-11-28 11:48:57

十年间,借助政策东风以及积累的先进技术、资金实力和运营管理经验,国内不少水泥企业加快海外布局,众多水泥熟料项目沿着“一带一路”落地生根并开花结果。

2023-10-30 09:34:30

《中国上市公司共建“一带一路”十年百篇最佳实践案例》发布,天山股份的《中国建材赞比亚工业园助力“一带一路”行稳致远》成功入选。该案例展示了天山股份在赞比亚投资建设的综合性基础建材产业园,坚持合作共赢,将生态环保、绿色发展先进理念引入当地经济建设中,为中赞友谊谱写新篇章。

2023-10-26 10:13:41

2023年6月26日,华新签署协议收购莫桑比克水泥公司96%的股权,该公司拥有5家水泥工厂,水泥产能约330万吨/年。

2023-10-21 14:12:23

国家发展改革委环资司约谈浙江、安徽、广东、重庆4省(市)节能主管部门,对水泥行业有何影响;150天!宁夏发布水泥行业2023-2024年冬春季最新错峰生产计划

2023-10-19 13:53:45

未来,华新将以合作共赢为基石,继续在“一带一路”绘就绿色高质量发展的亮丽画卷,为造福当地群众,促进各国友谊贡献华新力量。

2023-10-18 17:03:03

在“一带一路”企业家大会上,华新水泥与外方签署收购纳塔尔水泥公司100%股权协议。

2023-10-18 15:24:37

共建“一带一路”倡议的提出,开创了世界合作共赢的新模式,为全球发展繁荣注入新动力,极大增进了各国民生福祉。而被誉为中国水泥工业摇篮的华新水泥股份有限公司,承担起行业共建“一带一路”开路先锋的重任,大胆探索、稳步推进,取得实打实、沉甸甸的成就。

2023-10-16 17:37:17

而在国内供需矛盾日益严峻的背景下,加大水泥出口或将成为很多企业缓解压力的举措之一。

2023-10-10 16:08:11

非洲国家整体经济落后,未来城镇化和基础设施建设空间较大,多数水泥大国均面临产能严重过剩局面,未来投资机会较为稀缺。但也有些国家经济发展潜力大,水泥需求强劲,加之当地水泥产能利用率低下,水泥供需出现缺口,市场机会值得把握。

2023-09-27 11:26:29

我国水泥企业加大走出去力度既是实现自身可持续发展的良好契机,又是化解行业产能严重过剩、深度融入国际市场继而引领全球水泥工业的必然选择。

2023-08-31 17:04:49

张继民主席对西部水泥国内外2023年上半年业绩以及未来战略布局进行了总结、阐述。

2023-08-23 10:51:45

当地时间8月7日上午,西部国际控股集团投资的莫桑比克国家重点项目——楠普拉水泥厂项目举行奠基仪式。

2023-08-11 13:15:08

从水泥价格、水泥产销量、水泥进出口等方面,分析12个主要国家水泥市场的具体情况。

2023-08-07 16:59:35

在资产重组方面,中国建材集团和中国建材股份都在公司上一次工程业务资产重组时出具承诺,将在工程业务资产重组完成后的3年内,妥善推进相关业务整合以解决水泥装备领域的同业竞争问题。

2023-07-21 13:05:47

6月28日,中材国际(南京)与埃塞俄比亚德巴米德洛克水泥有限公司(Derba Midroc Cement PLC)共同签署了德巴水泥5000TPD熟料生产线二线工程总承包项目合同。

2023-07-03 16:45:19

受制于全球化石能源尤其是煤炭行业长期投资不足,未来较长时间内,全球煤炭市场或将继续处于供应偏紧的状态,今年国际市场价格可能继续高位运行。

2023-04-07 16:42:07

张继民对西部水泥国内、国外全年业绩进行总结,并对公司未来战略布局进行阐述。

2023-04-01 13:35:33