[原创]中南美洲水泥工业发展分析——玻利维亚

2018-01-08 09:53:49

中南美洲各国的经济发展水平各不相同,其水泥工业的规模差距也非常大。本文主要分析玻利维亚水泥工业目前的状况。......

 一、玻利维亚

  1.1 玻利维亚水泥生产企业

  玻利维亚境内目前拥有8座综合水泥厂和2家粉磨站,合计水泥产能510万吨/年。目前跨国水泥企业对玻利维亚水泥产业涉足还不深,波水泥市场主要是当地的一些本土企业在从事水泥的生产经营活动。

  玻利维亚最大的水泥生产企业是Sociedad Boliviana de Cemento (SOBOCE),SOBOCE目前在玻利维亚运营着3座综合水泥厂和1家粉磨站,合计水泥产能150万吨/年;第二大的生产企业是Fabrica Nacional De Cemento (FANCESA),该企业目前在玻利维亚的苏克雷(Sucre)运营着一家100万吨的综合水泥厂。

  玻利维亚水泥市场其他的一些活跃生产商还包括Cooperativa Boliviana de Cemento,Industrias y Servicios (COBOCE) 和 Empresa Minera Industria,它们分别运营着30万吨/年和10万吨/年的综合水泥厂。此外巴西水泥巨头沃特兰亭也在玻利维亚市场有所涉猎,目前其通过子公司Itacamba Cemento在当地运营着一家粉磨站,此外在玻利维亚靠近巴西的边境地区还运营着一家90万吨/年的综合水泥厂,此综合水泥厂在2016年末上线,2017年1月正式投产。

  图1:玻利维亚水泥工厂分布图

  数据来源:Globalcement,中国水泥研究院

  在不久的将来,玻利维亚将迎来更多的水泥工厂。玻利维亚国有企业Empresa Publica Productiva Cementos de Bolivia (ECEBOL)已经正式成立,目前该公司正在建设两条水泥生产线,两条生产线的水泥设计产能都是130万吨/年,其中一条已经于2017年8月在波托西(Potosí)的基奥塔拉(Chiutara)破土动工,但是该线似乎未来在供水问题上将会面临一些困难。另外一条生产线则位于卡拉科罗(Caracollo)的杰鲁约(Jeruyo),该项目在2016年宣布启动。

  此外,塔利哈州(State of Tarija)的矿业商会组织要求州长在门德斯省(Mendez Province)建造一座新的水泥厂。商会表示其建议是在国家地质和采矿技术专家确认了当地存在“大型”的石灰石矿床的基础上提出的。

  1.2 目前水泥产量情况

  玻利维亚的水泥产量自2001年来就表现出稳定增长的趋势。金融服务公司太平洋信用评级机构(Pacific Credit Rating)的数据显示玻利维亚自1998年到2016年,水泥消费量呈现年均7.72%的增长。2016年,玻利维亚水泥销售达到了370万吨。虽然目前2017年上半年玻利维亚的水泥消费和生产相较于2016年的增长略显疲态,但是玻利维亚生产商COBOCE在2017年10月仍然表态,认为2017年全年玻利维亚的水泥销售预计将增长6-8%,COBOCE将上半年增长的疲软归咎于政府降低了基础设施建设投资的增长速度和波2017年上半年糟糕的天气状况。

  图2:2012-2016年玻利维亚水泥产量变化(万吨)

  数据来源:Pacific Credit Rating,中国水泥研究院

  1.3 最近新闻

 2017年12月:COBOCE在12月向FLSmidth订购了一台43-3的立式水泥磨机,该磨机的生产能力为130吨/小时。该订单包括磨机进料箱,研磨和水泥运输装置等完整的设备。

  2017年7月:玻利维亚水泥生产商呼吁政府禁止从秘鲁进口水泥。部分生产商和政府举行了会议,要求政府采取措施,保护当地的水泥工业,生产商建议至少要提高水泥进口的关税。

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