沙特:2018一季度水泥销量同比下降15%

2018-05-29 15:54:18

由于建筑行业持续萎靡,沙特阿拉伯2018年第一季度的水泥销量仅为1180万吨,同比下降15%。根据拉吉资本(Al Rajhi Capital)的报告,目前沙特国内市场水泥需求并不旺盛,库存较高,导致水泥生厂商不得不将销售重心逐渐转向国外市场。

      由于建筑行业持续萎靡,沙特阿拉伯2018年第一季度的水泥销量仅为1180万吨,同比下降15%。根据拉吉资本(Al Rajhi Capital)的报告,目前沙特国内市场水泥需求并不旺盛,库存较高,导致水泥生厂商不得不将销售重心逐渐转向国外市场。

      Yanbu水泥就是其中之一。今年四月,Yanbu水泥签署了一份为期一年的水泥出口协议,商定这一年内出口100万吨熟料和50万吨水泥,这份协议预计会为Yanbu水泥在2018年带来2660万美元的额外销售收入。无独有偶,Al Jouf水泥企业今年2月同约旦签署了年出口水泥7.2万吨的协议。今年早些时候,巴林就希望提高水泥进出口关税,从而从中获利。

      今年沙特国内水泥行业的惨淡是造成这种情况的主要原因,另一方面,国内市场的竞争加剧也是导致水泥企业纷纷出口水泥的原因之一。拉吉资本在报告中提到,水泥企业宁愿将销售重心转向国外市场,也不愿意在国内面临水泥价格战争。过去六个月,在北方水泥企业加入中部地区水泥市场之后,中部地区的竞争日趋激烈,中部地区本地企业的市场份额也在过去一段时间内逐步减少。

图1: 2015年~2018年3月沙特阿拉伯季度水泥销量(百万吨)


数据源: Yamama 水泥

      沙特阿拉伯2018年第一季度水泥销量1180万吨,同比下滑15%,而去年同期的水泥销量达到了1370万吨。这是近几年来第一次,第一季度的销量甚至没有高于上一年第四季度的水泥销量。尽管如此,仍有一些生厂商在第一季度设法提高了销量,这其中就包括了Saudi水泥, Hail水泥, Umm Al Qura水泥和United水泥。


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Correlation

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