[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。

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Correlation

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