砂石矿权高热为那般?砂石企业怎么办?

2020-08-27 11:23:43

当前中国砂石产业正值盛世,我们千万不能被盛世蒙蔽双眼,而要在盛世下看到砂石产业未来的危机,提前思考并制定应对策略,让我们砂石企业持续稳定发展,财富永续!

受新冠肺炎疫情影响,国内外经济一片低迷。然而中国尤其是改革开放的前沿广东砂石矿权却自2020年3月连续半年来异常火热,一个矿权动辄十几亿几十亿,带动了周边广西、江西等省区砂石矿权也开始升温。砂石矿权为什么这么热,其背后的深层次原因是什么?中国砂石产业向什么方向发展?在开砂石矿如何应对?竞得未开砂石矿怎么办?与广东相邻的广西、福建、海南等砂石矿怎么办?这些问题不仅事关砂石企业眼下产销策略,而且直接影响砂石企业2-3年后的生存发展命脉。因此必须关注思考砂石热潮下潜藏的危机,否则3-5年后或许被淘汰,时代都不会与你打声招呼。

一、砂石热为那般?

01

政府高度重视砂石产业

砂石价格不仅直接关系工程预算,而且供应和质量制约工程进度,影响工程质量。砂石价格、供应和管控不仅是中央和地方各级政府关心的问题,也是各大工程方和社会的关注热点。2020年3月25日,国家发改委、工信部、公安部、财政部、自然资源部、生态环境部、住建部等15部门联合发布《关于促进砂石行业健康有序发展的指导意见》,旨在稳定砂石价格,保障砂石供应。

02

房地产热钱进入矿业

自1998年房改以来,房地产推动了中国经济的长期发展。2003年,房地产业作为拉动中国经济发展支柱产业的地位正式被确认。直到现在,它依然是维系中国经济增长的主引擎。过去十几年,中国经济高度依赖房地产。但房地产是资源消耗型行业,对中国经济的硬实力和软实力没有贡献,不是中国经济核心竞争力,中国经济逐渐去房地产化。2020年第一季度受疫情影响经济同比下滑6.8%艰难情形下,高层都态度坚决明确不能放松房地产管控力度,不能像以往一样,经济一不景气,就放松房地产,靠房地产拉动经济增长。于是大量投向房地产的资金开始改变投资方向,寻求新的投资领域。由于房地产资金额大,一般几亿几十亿几百亿,甚至上千亿,普通加工制造业容纳不了这么大资金,而且利润低,回报低,而矿业不仅需要的资金额大,而且回报高,于是大量的房地产投资热钱进入矿业。

03

股市热钱进入矿业

股市是热钱聚集地,但中国股市多年萎靡,尤其2020年股市崩盘,部分股市热钱进入矿业。

04

砂石前景看好

铁公基老基建和5G、城际铁路等新基建是当前和未来拉动经济的重要推手,作为老基建新基建所必需的大宗基础原材料,未来砂石前景看好。

05

砂石行业利润偏高

几十年前,砂石不含税出厂价20-30元/吨,目前花岗岩1-2、1-3建筑碎石部分地区为60-100元/吨,港珠澳大桥建筑碎石买价一度高达800-1000元/吨;河砂泊水价不含税170-200元/吨,海砂泊水价不含税80-100元/吨。建筑碎石加工简单,河砂和海砂基本不用加工即可出售,而且用量大,先款后货,砂石企业利润偏高,管理好企业甚至高达50%,部分水泥、建材、交通等国企央企纷纷进入砂石行业就是证明。

二、中国砂石产业发展趋势

01

国有化

当前砂石价格尤其是河砂价格偏高且波动大,供应数量和质量不能满足大型和部分重点工程需要,政府鼓励和推动国企央企进入砂石行业,稳定价格,保障工程进度和工程质量,同时解决矿山安全开采、绿色矿山建设、加工厂安全生产和环保等问题。可以预见,砂石国有化是砂石产业未来发展必然趋势。

02

规模化

新设矿权新建石场一般要求年建筑碎石产能不低于100万吨,实际年产几百万吨和千万吨的石场也屡见不鲜。可以预见,年产500万吨乃至千万吨以上规模化石场是未来趋势,因为规模化不仅成本低而且保障能力强。

03

高质量化

当前建筑碎石的热销导致了石场简单开采加工即销售,改进工艺和提高产品质量无暇顾及。例如根据原矿不同,选用不同加工机械和工艺流程,把5mm石粉比例从30-35%降到12-13%,或根据不同客户需求,个性定制产建筑碎石等,未来改进工艺和个性化定制提高产品质量是砂石产业发展方向。

04

专业化

目前大部分私营砂石企业开采和加工比较粗放,缺乏地质、矿业和材料等专业人才,仅依赖砂石矿山和地域优势生存发展,没有核心竞争力。曾闻中部某省一位建筑石场老板,有人问石场原矿是何矿种,他自豪地说不知道,说知道矿种有啥用,打成碎石能卖即可,我现在石场生意好的不得了,天天像过年一样红火。列子虽然极端,但也有代表性。砂石企业尤其是私营砂石企业的专业化不仅迫切,而且对提高中国砂石产业竞争力极为重要。

三、广东在开砂石矿如何应对?

01

知晓砂石形势

加大砂石矿权出让力度,保障砂石供应,降低砂石价格是未来趋势,广东省计划到2021年底,现有石场指标从551个增加到1150个,2020年3-8月各市县连续不断的建筑碎石及海砂矿权出让就是证明。在这种形势下,预计2-3年后,广东省的建筑碎石不含税出厂价就会降到60-70元/吨,海砂预计泊水不含税价50-60元/吨。

02

加大供应量

既然2-3年后建筑碎石和海砂价格下滑,在开石场应抓住眼下机遇,加大供应量,趁价格高时机多出货,获取短期高收益。

03

适当降价销售

如果维持现有价格不能加大出货量,可适当降低价格,提高竞争力出货。现在适当降价出货,应该比2-3年后价格降到底限时出货利润高。

04

向技术和管理要效益

提高加工技术水平,改进工艺流程和设备,把5mm石粉从30-35%降低到12-13%,效益可观;另外,提高管理水平降低管理成本亦可增加收益。

05

谋划原矿综合利用

建筑碎石是原矿最低档次利用,因此各地政府并不欢迎建筑石场,限制原矿只做建筑碎石。

花岩石原矿可考虑石材、陶瓷和玻璃原材料应用,石灰岩可考虑石材、烧石灰、软质碳酸钙、纳米碳酸钙和土壤改良剂等应用,砂岩可考虑石材、玻璃和陶瓷原料等应用;玄武岩和辉绿岩可考虑石材及高端建材应用,海砂可考虑玻璃、铸造、瓷硅胶和干砂浆等应用。建筑石场可找相关专业机构做砂石新产品开发,以备2-3年后使用。

四、广东竞得未开砂石矿如何应对?

01

科学研判3-5年后砂石市场形势

新竞得砂石矿短则一年半到2年才能开,长则3-5年才能正常运转。因此要科学研判3-5年后砂石市场的供需和价格形势,千万不能以现在的火热销售和相对高价格来做决策,更不能以眼下的市场简单做工艺流程上设备,而是在充分研究基础上,先确定市场和产品,然后再定工艺流程、设备及厂房。

02

必须综合利用

当3-5年后建筑碎石及海砂价格不再高企,严重供大于求后,砂石企业必须考虑原矿资源综合利用,通过综合利用来增加效益,这也是砂石资源开发的正道,竞得砂石矿企业要立即开展原矿综合利用研究。

03

延伸产业链

发挥砂石资源优势,向混凝土及其制品延伸,提高产品附加值是未来砂石企业发展方向。竞得砂石企业要合纵联秦,与混凝土搅拌站、水泥制品企业乃至大工程方合作,延伸砂石产业链。

04

汇聚专业人才

竞得砂石矿企业要深刻认识仅有砂石矿山资源不完全是核心竞争力,人才及由人才带来的技术、观念和速度才是最终核心竞争力。因此,竞得砂石矿企业要舍得并敢于出重金,汇聚地矿、材料和设备等专业人才,专业科学操盘砂石矿,矿尽其用,高附加值、高产值、高效益可持续长远发展,才是真正一流的砂石企业。

五、广东临省区砂石矿怎么办?

01

密切关注广东砂石市场形势

当前广东建筑碎石需求量约6.9亿吨/年,其中广东省内供应6.5亿吨,广西供应0.4亿吨,供需基本平衡。但随着广东本土石场建筑碎石加大供应量,预计2-3年后会严重供大于求,价格可能会下滑到60-70元/吨,届时广西供应广东建筑碎石就会停顿。

广东砂年需求量约5.6亿吨,除自有约2.8亿吨5mm石粉、0.2亿吨河砂、0.2亿吨山砂水洗砂和0.35亿吨海砂外,缺口2.05亿吨,广西供应河砂0.33亿吨,其余1.62亿吨由福建和海南海砂弥补。广东自2020年起每年出让10片约6000-7000万方海砂,缺口逐渐减少,福建和海南海砂进入广东机会越来越少。

02

加大供应量

抓住眼下广东砂石矿山刚出让,正常运转需2-3年的空档期,广西建筑碎石、河砂和海砂,福建和海南海砂可加大对广东供应量,除非法海砂外,2-3年后供应量预计会锐减或停顿。

03

综合利用是长远之道

广西的石灰岩和白云岩建筑石场要开展综合利用研究,不能把建筑碎石销售广东做为主要支柱,但机制砂可探讨与广东政府及企业合作机遇;海南和福建海砂要考虑玻璃、铸造等综合利用,并开展清洗研究,氯离子合格后用于搅拌站,才有长远生命力。

结语

清代名臣孙嘉淦在雍正乾隆国运昌盛下清醒看到了盛世下的危机,他认为:“阴极盛而阳衰,阳极盛而阴始,事当极盛之地,必有阴伏之机。”当前中国砂石产业正值盛世,我们千万不能被盛世蒙蔽双眼,而要在盛世下看到砂石产业未来的危机,提前思考并制定应对策略,让我们砂石企业持续稳定发展,财富永续!

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Correlation

This time, Huanggang Yadong Cement Co., Ltd. cooperated with Wuxue City Investment and Development Group Co., Ltd. to build a new construction aggregate production line with an annual output of 10 million tons, which can realize the comprehensive utilization of dolomite associated mineral resources in mines.

2024-11-05 14:12:05

Vice Mayor Wang listened carefully to the report while learning about all aspects of the enterprise. He fully affirmed Chunchi Group's practice of "turning stone into gold and turning waste into treasure" in ecological restoration in Zijinshan Park and Yongding Peifeng Recycling Industrial Park, and highly appraised Chunchi's achievements in "technological innovation, equipment transformation, environmental protection upgrading and management upgrading"; He paid great attention to the problems and difficulties faced by the cement industry and Chunchi's domestic production.

2024-11-05 13:19:22

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

It is understood that the total investment of the project is 10 billion yuan, including limestone ore for building stone, limestone ore for symbiotic flux and limestone ore for symbiotic cement, which provides sufficient resources for large-scale production of building stone, flux and cement. High-quality ore in the mining area helps to improve the performance and quality of related products in downstream industries and enhance the market competitiveness of products. It can meet the long-term and stable production requirements.

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It is understood that the Huanggongshan project is located in Yutan Town, Zongyang County. It is constructed by Zongyang Southern Materials Co., Ltd. (A holding company of China Building Materials Co., Ltd.), with a total investment of 3.5 billion yuan. The construction includes mining area, ore processing area, long belt conveyor corridor, wharf storage area and other four parts. The reserves of mine resources exceed 200 million tons, and the production scale is 20 million tons per year.

2024-09-27 09:26:45

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

According to China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

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It is understood that the total investment of the project is 1.8 billion yuan, which will be changed from 15 million tons per year to two phases of construction. The first phase is a production line with an annual output of 8 million tons, and the second phase is a production line with an annual output of 7 million tons.

2024-07-12 10:16:43

According to the list of China's top 100 cement clinker production capacity in 2023, Shaanxi Building Material Science and Technology Group Co., Ltd. ranks 70th in the list with an annual production capacity of 2.79 million tons.

2024-07-01 11:08:31

To formulate and promulgate policies and measures to resolve excess capacity in the cement industry, and gradually establish a market-oriented and legalized working mechanism to resolve excess capacity.

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It is reported that the project is located in Yinping Town, Chaohu City, Hefei City, Anhui Province, with a total investment of nearly 140 million yuan, all of which are fixed assets investment.

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In 2023, the aggregate sales volume of China Resources Building Materials Technology was 45.583 million tons, an increase of 201.5% over 2022. Gross profit margin of aggregates was 54.3%.

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The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

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With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.

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It is understood that in order to accelerate the development of the whole industry chain, Conch Cement has been focusing on promoting the construction of aggregate projects and developing large-scale and intensive aggregate bases in recent years.

2024-03-19 09:30:36

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

The resource reserve of the project is about 310 million cubic meters, with an annual output of 3.18 million cubic meters of granite blocks, 20 million tons of aggregate for construction and 2.15 million tons of washed sand.

2024-03-05 16:36:04

Lei Zhenbin stressed that we should fully recognize the new normal of the cement industry, such as insufficient cement production capacity, fierce market competition and obvious decline in demand.

2024-03-04 09:06:52

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2024-02-27 09:41:13

Sand and gravel aggregate plate business has become the fastest growing high-margin business area of enterprises.

2024-02-23 09:13:53

The project of Jidong Cement Chongqing Jiangjin Company with an annual output of 3 million tons of aggregate was officially put into operation and shipped out of the factory, building a new pattern of "cement + aggregate" production and operation, which is expected to enhance the value of the company's industrial chain and help the group develop with high quality.

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On January 22, 2024, the annual output of 40 million tons of aggregate project of Chizhou China Building Material New Material Company entered the stage of equipment entry. The successful entry of the equipment indicates that the project will enter the equipment installation stage from the civil engineering stage, which lays a good foundation for the project to be put into operation in the first half of this year as planned.

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With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.

2024-02-02 09:12:10

To achieve mutual benefit and win-win situation, and then promote the transformation, upgrading and green development of the green building materials industry.

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Huangshi Huaxin Guanggu East New Building Materials Co., Ltd. won the limestone mining right of Taipingshan Mining Area in Huangshi City, Hubei Province with 143 million yuan.

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CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

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2023-12-01 16:16:05

市场下行,许多水泥企业开始“抛弃”低效资产,以提高生产效率和降低环保成本,亦有许多企业不堪重负破产。

2023-11-28 09:03:43

据中国水泥网行情数据中心消息,本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等,河南地区水泥价格回落20元/吨左右,两广整体行情相对平稳。

2023-11-24 17:45:05

水泥市场发展已经进入瓶颈期,水泥企业已经开始“另寻出路”,砂石骨料成为水泥企业一个重要的增长极。

2023-11-23 10:20:52

2023年11月,华东材料下属中建材新材料有限公司瑞昌邓家山3000万吨/年砂石骨料生产线提前42天完成年度考核目标,突破2100万吨。该生产线作为中国建材集团首个投产年产能最大的骨料生产线,以科学编排生产组织计划、持续优化工艺和保障安全生产运行为目标,实现了投产元年即达产达效。

2023-11-21 17:19:43

河南水泥价格领涨;市场低迷谁之“祸”;塔牌集团投资2900万元建设储能项目;兰州甘草环保建材有限责任公司将进行重整。中国水泥网将于11月29日在杭州举办第五届中国水泥智能化高峰论坛,参观海康威视助力水泥企业数字化转型。

2023-11-20 15:22:21

11月5日,葛洲坝浙江矿业开发有限公司与海螺(浙江)控股有限公司在宁波正式签署战略合作框架协议。

2023-11-09 09:44:47

塔牌集团前三季度业绩大幅增长,主要原因是公司积极应对市场挑战,严格成本管控,优化产能和市场布局。公司在证券投资方面保持谨慎态度,将继续保持压减规模并加强风险管理。1-9月水泥销量增长主要来自基建和农村市场。公司对房地产复苏持谨慎态度,预计需求将继续下降。光伏发电项目进展顺利,规划产能将大幅增长。骨料项目为消化自有石灰石废石资源,贡献较小。发货量有所提升,水泥价格预计将企稳回升。公司关注中央财政增发国债支持灾后恢复重建,对水泥需求形成拉动作用。公司未来不排除通过收购兼并做大做强水泥主业。员工人数减少,产能利用率保持较高水平。

2023-10-27 09:26:23

近日,记者走进位于红花岗区深溪镇的遵义赛德水泥有限公司,干净的厂房、智能化的操作展示现代工厂的新貌,也体现出“生态优先 向绿而行”的实效。

2023-10-23 09:26:18

从环保的角度分析,项目的建设是可行的。

2023-10-21 13:50:26

从水泥需求相关数据来看,水泥需求已拐点向下。

2023-09-24 10:04:26

据了解,万盛绿色建材循环经济产业园项目总投资40亿元,计划分三期建设,其中,一期主要建设年产砂石骨料500万吨生产线;二期主要建设日产5000吨水泥熟料生产线;三期完善下游配装式建筑。

2023-09-22 10:12:22

该项目总投资35亿元,是华东材料首个大型骨料生产线,2022年12月7日正式竣工投产。

2023-09-18 10:36:43

该矿资源总量10620.18万吨,年开采规模500万吨,出让年限22.4年。据了解,此次竞得人由崇左红狮水泥有限公司(90%控股)、南宁红狮水泥有限公司(10%控股)共同成立。

2023-08-28 09:54:14

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.