[编译]英国水泥产量暂停增长,小型粉磨站优势凸显

2018-07-03 13:50:45

金融危机期间,英国的水泥产量在2007-2008年下降了约500万吨/年。从那之后,产量基本保持增长。然而,它在2017年可能已达到一个平台期,主要水泥生产商抱怨英国退欧不确定性导致市场疲软。

  Hillhead 2018于6月底在英国德比郡一个采石场举行,它是全世界最大的采石、建筑业和资源回收行业盛会,两年举行一次。没有比这里更能感受英国的矿业和建筑业的地方了,让我们有机会了解当地的水泥行业。

  图1:1996 - 2016英国水泥产量(单位:百万吨)

  数据来源:矿产品协会(MPA)

  金融危机期间,英国的水泥产量在2007-2008年下降了约500万吨/年。从那之后,产量基本保持增长。然而,它在2017年可能已达到一个平台期,主要水泥生产商抱怨英国退欧不确定性导致市场疲软。

  有一种新的视角可以看到Breedon集团的崛起,它在2018年4月收购了爱尔兰拉根水泥公司(Lagan Cement),除此之外,Tarmac的邓巴水泥厂、Hanson在Padeswood投资新建水泥厂,爱尔兰的Ecocem在2017年6月在希尔内斯开设了一个进口站,最近它刚刚在英吉利海峡对岸的敦刻尔克开设了炉渣研磨厂。

  Breedon集团跨越即将到来的英国-欧盟边境的战略似乎是明智的。Hanson的母公司海德堡也将英国市场的不确定性归咎于英国退欧,它重新使用了一家西班牙工厂。Ecocem的崛起也显示了小型粉磨和贸易商以其更小、更灵活的操作方式比熟料生产商更能适应当下的环境。Tarmac从西班牙公司Cemengal购买了粉磨站,Cemengal以生产模块化可移动粉磨站而闻名。

  英国退欧确实存在不确定性,但抨击英国退欧不可能永远持续下去。一旦形势明朗,建筑业就可以专注于各种紧迫问题。一是英国国内住房供应不足,一种可能的解决办法是制定新的国家规划政策。政府于2018年5月完成了《国家规划政策框架(NFFP)》的讨论。矿产品协会(MPA)对此发表了意见,他们担心提议中的改革将削弱矿产规划体系,并威胁到骨料和其他矿品的产量。它认为,要保证建筑所必需的矿产品,需要“有效和高效的矿物计划制度,有最新的计划、资源丰富的规划部门和充足的数据,这些是先决条件,以及确保该制度得到规划、监测和管理的适当能力。”批评者可能会指出,只有NPPF得到完善,我们的工作才能进行下去,当然MPA这个过程一直发挥着重要的作用。

  主办方表示,此次参加Hillhead这样的贸易展会的参展商数量比2016年增长了10%,可以认为是一个积极的指标。

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Correlation

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

In September 13th, some investors asked, what is the company's plan for the next 3 years? Li Qunfeng, executive director and general manager of Conch Cement, said that the company would persist in effective investment, continue to consolidate the competitive advantages of cement and upstream and downstream industries, and foster new energy, environmental protection, digitalization and other emerging industries.

2024-09-13 15:47:40

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Yin Zhisong fully affirmed the work of Sinoma Cement in the first half of 2024, pointing out that under the complex and changeable economic environment, all the cadres and staff of Sinoma Cement have made outstanding achievements. Faced with multiple challenges such as slow recovery of domestic demand for basic building materials and complex overseas situations, Sinoma Cement has achieved remarkable results in international development, business performance, management ability and Party building. Yin Zhisong deeply analyzed the new situation and challenges of the cement industry at home and abroad. He stressed that the current economic environment is in a cyclical change. Only by constantly learning and changing, can we accurately grasp the future development situation and implement the internationalization strategy.

2024-08-19 14:53:56

The real value of an enterprise lies not only in its short-term financial performance, but also in its leadership in the industry and its contribution to the future development of the industry. From this perspective, Conch Group still has a long way to go.

2024-08-06 15:02:54

In the first half of 2024, Iran's cement consumption reached 32.17 million tons, an increase of 9.8% over the same period last year.

2024-07-31 17:14:30

Tianshan shares said that after the completion of the acquisition, it will help to promote the international layout of the company's cement business, expand the scale of the company's assets, enhance future profitability and improve the company's sustainable operation ability.

2024-07-29 09:37:33

It has vigorously promoted "eliminating backwardness, optimizing layout, upgrading technology and eliminating a large number of backward production capacity" and achieved remarkable results.

2024-07-23 14:51:01

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

2024-07-02 10:27:00

Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

2024-07-01 17:06:15

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

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

In fact, I have no secret to do business, if I have to say, I would like to talk about the three basic points of my business: learning, innovation and responsibility. It is these three basic points that make me stick to the enterprise and make some achievements.

2024-05-22 13:16:41

In 2023, the cumulative cement output of Enterprises above the national scale was about 2.023 billion tons, ranking first in the world for 38 consecutive years. Cement production accounts for more than 50% of global production, and annual carbon dioxide emissions exceed 1.2 billion tons.

2024-05-20 10:06:04

In the second quarter, the construction of infrastructure, real estate and key projects resumed one after another, and the effective demand became more important. From the situation in April, the production and sales volume of cement has increased significantly, and the cost of sales per ton is expected to continue to decline, so the gross profit per ton of cement is expected to increase.

2024-05-07 09:31:10

As the export business of Yufeng Group is on the right track, the internationalization process of Yufeng Group is accelerating. The "Yufeng" brand cement will further demonstrate the hard core strength of "Made in China", provide superior cement for customers in more countries and regions, and jointly build a beautiful earth home.

2024-05-06 09:23:34

In fact, as the largest cement giant in China with complete industrial chain and national layout, the future development of Tianshan shares is also highly expected by the market. After the seasonal factors are gradually cleared, the company's cost reduction and cost control effect will be further transformed into profit momentum, combined with the performance commitment compensation landing, the company may usher in market value revaluation. With the acceleration of the company's internal optimization of quality and efficiency and the transformation of digital intelligence, the release of profit expectations driven by overseas layout and aggregate business, the growth space of Tianshan shares is worth looking forward to by the market.

2024-04-30 11:04:11

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

2024-04-28 17:33:55

On April 18, CNBM announced that it expected the unaudited loss attributable to equity holders (net profit loss attributable to parent company) for the three months ended March 31, 2024 to be RMB1.3 billion.

2024-04-18 11:57:26

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 the downward cycle of demand, price is the basis of share and sales volume. The price of sacrifice can be compared with the cost reduction. If the cost is reduced by 20 yuan and the price is reduced by 100 yuan, can the benefit recover?

2024-04-16 09:26:17

On April 8, 2023, China National Building Material Company Limited held its 2023 annual performance conference in Hong Kong. At the meeting, the company's top management shared the highlights of its performance and future development strategy. In 2023, the company's operating income reached 210.2 billion yuan, and the net profit of the parent company was 3.86 billion yuan. The company will accelerate the transformation and upgrading, continue to promote the development of basic building materials, new materials, engineering and technical services, and emphasize the internationalization strategy and the interests of shareholders. It has implemented the "14th Five-Year" international development plan, promoted green development, improved shareholder returns, and planned to increase the dividend rate to 50%. The company's management communicated with investors and analysts on various aspects, and about 70 well-known investment banks and analysts attended the meeting.

2024-04-09 09:19:56

Zheng Jianhui expects cement demand to decline by at least 3% in 2024.

2024-04-03 15:12:49

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

Xinjiang Tianfeng Investment Co., Ltd., a wholly-owned subsidiary of Shangfeng Building Materials, intends to acquire 100% equity of Xinjiang Bohai Cement Co., Ltd.

2024-04-03 10:07:10

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

In 2023, Conch Cement realized operating income of 140.999 billion yuan, an increase of 6.8% over the previous year, and net profit attributable to the parent company of 10.43 billion yuan, a decrease of 33.4% over the previous year.

2024-03-20 11:44:45

Up to now, Conch Cement has accumulated 13.888 million tons of clinker production capacity overseas, ranking first in the overseas production capacity of Chinese cement enterprises.

2024-03-20 11:44:32

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, Tan Hua, Deputy Secretary of the Party Committee and General Manager of China Gezhouba Group, went to the cement company for investigation, emphasizing that we should keep up with the pace of development of the "three new" energy construction, take the lead in accelerating the "four major transformations", continue to write brilliant, and make new and greater contributions to the high-quality development of China's energy construction with new achievements and breakthroughs.

2024-03-08 14:44:41

Recently, Yin Zhisong, Party Secretary and Chairman of Sinoma International, met with Mr. Saad Fayeq Mohammed, Chairman of Iraq DCC Company and his delegation at the headquarters.

2024-03-05 09:32:00

Cement export is expected to become an important way to resolve the serious overcapacity of cement production in the coastal and border areas of Northeast China.

2024-03-04 09:11:33

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

Sinoma International (600970) released a record of investor relations activities on February 26, and the company was surveyed by seven institutions on February 23, 2024, including insurance companies, fund companies and securities companies.

2024-02-27 13:39:27

The subordinate units of Gezhouba Cement Company earnestly studied and comprehended the spirit of the meeting at the first time, and expressed that they should keep up with the pace of the company's reform and development, maintain a vigorous and popular style, a realistic and pragmatic attitude, and dare to do good deeds, and implement the decisions and arrangements of the Party Committee and the company to the letter, so as to make unremitting efforts for the company to build a first-class building materials provider with high-quality development!

2024-02-23 10:12:52

On the afternoon of February 20, Yin Zhisong, Party Secretary and Chairman of Sinoma International and Chairman of Sinoma Cement, went to the headquarters of Sinoma Cement to investigate and guide the internationalization work, and cordially consoled the cadres and staff of Sinoma Cement.

2024-02-23 09:38:06

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

Since 2017, Anhui Conch Group Co., Ltd. has invested nearly 450 million US dollars in three projects in Uzbekistan. The Tashkent Conch Cement Project, with a planned investment of 320 million US dollars and an annual output of 2.5 million tons of cement, is the second cement project invested by Conch Group in Uzbekistan. In addition, the Andijan Conch Cement Project invested by the company in Andijan is scheduled to be put into operation in 2024.

2024-02-17 09:20:57

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

On February 2, China Gezhouba Cement Co., Ltd. held the Second Session of the Third Workers' Congress and the 2024 Working Conference.

2024-02-02 17:00:29

Municipal ecological environment departments timely publicize and interpret the requirements of inefficient and ineffective pollution control facilities and monitoring and control systems for enterprises within their jurisdiction, and organize enterprises to complete self-examination by the end of October 2024. In view of the problems found in the self-examination, enterprises should formulate rectification measures and actively promote rectification.