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60家国家重点支持的大型水泥企业发展状况分析

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60家国家重点支持的大型水泥企业发展状况分析60家国家重点支持的大型水泥企业发展状况分析 60家国家重点支持的大型水泥企业发展状况分析 2006年12月国家发改委、国土资源部和人民银公布了国家重点支持水泥工业结构调整大型企业(集团)名单。本次公布的60家重点企业是由省级发改委和经贸委等部门推荐,行业协会组织评审、平衡确立的,总体符合国家产业政策和水泥工业发展规划布局,生产工艺主体为新型干法,企业规模较大,区域市场调控能力较强,经营业绩优良,发展前景好,依法经营并有较强社会责任感的大型企业(集团)。在被确定60户国家重点支持的大型水泥企业(集团)中,安徽...

60家国家重点支持的大型水泥企业发展状况分析
60家国家重点支持的大型水泥企业发展状况分析 60家国家重点支持的大型水泥企业发展状况分析 2006年12月国家发改委、国土资源部和人民银公布了国家重点支持水泥工业结构调整大型企业(集团)名单。本次公布的60家重点企业是由省级发改委和经贸委等部门推荐,行业协会组织评审、平衡确立的,总体符合国家产业政策和水泥工业发展规划布局,生产工艺主体为新型干法,企业规模较大,区域市场调控能力较强,经营业绩优良,发展前景好,依法经营并有较强社会责任感的大型企业(集团)。在被确定60户国家重点支持的大型水泥企业(集团)中,安徽海螺集团等12户为全国性重点企业,内蒙乌兰集团等48户为区域性重点企业。这60家重点支持大型企业的确立,将有利于鼓励大型水泥企业兼并、重组、联合,迅速提高生产集中度,优化资源配置,带动水泥行业结构调整。对列入重点支持的大型水泥企业开展项目投资、重组兼并,政府部门和银行将在项目核准、土地审批、信贷投放等方面予以优先支持。 中国水泥协会会长雷前治指出:“十一五”期间要扶持一批企业集团,减少无序竞争。若大企业集团或几家企业联合在某区域市场占有40%的销售份额就可以稳定住该区域市场,遏制水泥行业利润下滑的趋势。有实力的集团,应敏锐地抓住这一有利时机,加大对国内水泥企业的并购力度,有选择地对区域龙头或有望成为区域龙头的水泥企业进行投资,以优化产业布局,占领经营制高点。 60家重点企业代表着行业先进生产力 12家全国性企业新型干法生产线采用4000 t/d级以上规模生产线69条,熟料产能11,200.30万吨,占12家企业产能的69.36%,而2000 t/d级以下规模生产线仅占3.86%;48家区域性企业4000 t/d级以上规模生产线42条,熟料产能6,398.40万吨,占48家企业产能的占50.19%;全国企业4000 t/d级以上规模生产线占40%。显然12家全国性企业在生产线规模上占了优势。 12家企业新型干法熟料产能占全国的31.41%,48家企业占24.80%,合计熟料产能28,895.10万吨,占全国比重56.21%。可见60家企业在新型干法熟料产能和生产线的规模上都已占据了优势。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 在新型干法发展速度上,60家企业也领先全国其它企业。12家全国性企业在2004年以前新型干法生产线产能增速在50%以上,受国家宏观调控,迅速回落,下降近50个百分点。48家企业以民营企业为主,尤其是浙江企业占有一定比例,走势较平稳。从60家重点支持企业名单公布后,60家企业的融资渠道豁然开朗,银行重新向水泥行业的开启了大门。今年2月份的统计数据显示,水泥投资止住了下跌的趋势,同比增长45%,今年12家新上的生产线就会超过20条。 “十五”期间,我国水泥工业加大了产业结构调整力度,大力发展新型干法水泥生产工艺,淘汰落后生产工艺,着重培育大型水泥集团。以海螺为首的大型水泥集团快速成长,对促进产业结构调整,新型干法水泥发展起到了重要作用。 “十一五”期间,国家将通过重点支持大型水泥企业集团发展,加快组织结构、产品结构调整,初步形成按区域为市场划分的布局。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 12家全国性重点企业是产业结构调整的主力军 2004年前12家全国重性点企业每年新增新型干法熟料产能呈阶梯式发展,2004年一年新增产能5,093万吨。2004年受宏观调控影响,每年新增产能仍都在2,000万吨左右。2006年,12家全国重性点企业新型干法熟料产能以达到1.62亿吨,占全国新型干法熟料产能的31.41%,虽然比重较前几年有所下降,但仍新增熟料产能2,164万吨,增速为7.38%。 从下表可以看出,受宏观调控影响,半数以上的大企业集团受到了影响,停建或缓建了生产线。海螺一家的产能占全国的11.58%,占12家的36.86%,其规模优势显而易见。 2006年海螺新型干法熟料产能近6,000万吨(实际产能在7,000万吨左右),占全国产能的11.58%。除2001年外,海螺每年新增产能在800万吨左右,其中2004年高达2,000万吨,5年间熟料产能从2001年的800万吨发展到2006年的近6,000万吨,翻了7番多。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 海螺最成功的经验是抓住了市场机遇,抢占我国两个经济最发达的地区——长江三角洲和珠江三角洲市场。这两个地区是全国最大的城市密集地区,长三角的城市群每年有1.5亿吨以上的水泥消费量,珠三角城市群的水泥消费量在7,000万吨左右,其中:上海和广州的水泥消费量都在2000万吨以上,南京、苏州、无锡、杭州、深圳、东莞、佛山等城市在1,000万吨左右。海螺在长三角构筑的资源——运输——市场三大生产经营体系,这在当今世界上恐怕也是独一无二。海螺选择在长三角经济高速增长期进入市场,因而获得了高额回报,赚得是盘满钵满。就这一点来讲,国内其它企业是望尘莫及的。 “十五”期间海螺不仅利用上市公司的融资渠道上取得了资金,而且还开辟了其它的融资渠道,通过 股权转让 有限责任公司股权转让股权转让及代持股权转让个人说明个体户股权转让房地产公司股权转让 引进了战略伙伴,募集到了巨额资金,海螺通过生产经营获得的巨额现金流也是任其它企业无法比拟的。多渠道的资金来源保证了海螺健康稳定的发展,也规避了市场风险。从“十五”期间企业的发展中可以看出:海螺的战略十分清晰,就是准确定位市场,依靠资源,多渠道筹措资金,不断发展企业的规模。 冀东“十五”期间实施“三北战略”,其核心市场是在华北,以唐山为基地,北京、天津、唐山为市场,京津地区是北方最大的市场;在东北先以吉林为桥头堡,而后在辽宁又建两条生产线,初步完成了东北的布局;在西北地区最大的城市西安附近建设了一条生产线,2006年在内蒙古的两大城市呼和浩特和包头间建设一条生产线。至此,可以说冀东在三个地区基本完成了“三北战略”的初步布局。“十一五”期间上述地区的经济都会有很大的发展,冀东在陕西已和海德堡建立了战略伙伴关系,一定程度上缓解了宏观调控所带来的资金压力。“十一五”期间,冀东一定会在其“三北战略”的框架下施展宏图。 华新“十五”期间实施“十字战略”,被笔者认为是继海螺“T”型战略后最为看好的一步棋,但实施起来一波三折,磕磕碰碰。“十字战略”的横向是指长江一线,但海螺在沿长江区域的发展势头,遮住了其锋芒。纵向是指沿京广线南北方向,原本认为通过并购同力,唾手可得的河南市场却没有拿下。而后又因Holcime控股之事纠缠在身,牵制了相当大的精力,真可谓好事多磨。上表中我们也可看出:Holcime的加入对华新支持很大,使得华新在2005年和2006年新增产能分别为341.00和396.80万吨,仅次于海螺,因而巩固了华新在湖北境内的市场占有率,确立了其霸主地位,2006年的熟料产能排名列为第二。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 山水“十五”期间三年内沿胶济线建了8条线,新增产能1,000万吨,基本控制了山东北部地区(山东主要的水泥消费市场地区),一跃为全国第二,令业内刮目向看。2005年世界著名金融投资公司摩根斯坦利和鼎辉联手参股山水,注入了资金,并准备于2007年在香港上市募集资金。山水想借助国际金融资本力量,实施更大的扩张。一直以来,山水始终在寻求走出去战略,但由于种种原因未果。山东是水泥生产大省,国家新出台淘汰落后产能的政策,在山东的执行力度最大,这无疑对山水来说是重大利好消息,落后产能适时退出将为山水释放巨大市场空间。 中国建材(中联水泥)和中国中材有央企和上市公司背景,是水泥行业的“新进入者”,发展迅速。中国建材的发展方式是以并购为主,建新线为辅。2006年在香港上市公司募得资金后,不惜重金拿下海螺在徐州的水泥业航母万吨线,避免了两家之间的恶性竞争,为行业内的市场整合起到了示范作用,同时也奠定了其在行业内的地位。2006年中国建材在新型干法熟料产能上已列为第三,但所在区域的市场规模都不大。中国建材已将水泥作为主业发展,今后将会进一步将其做大,引进战略合作伙伴,扩大其市场份额,建立自己的核心市场,相信在“十一五”期间会有大的动作。 中国中材在收购新疆天山后,拥有了自己的水泥生产经营队伍,以此为骨干核心不声不想地迅速发展,2006年新增熟料产能356.50万吨,排在海螺、华新之后。可见其发展速度和决心。中国中材的水泥企业已落户新疆、江苏、陕西、广东和湖南,目前主要力量是在中南的广东和湖南。 最令称道的是两家民营企业红狮和天瑞,在行业融资非常困难的情况下异军突起,分别在2004年、2005年迅速发展,年增长在300万吨以上,这也是他们被选入前12 的条件之一。 2006年天瑞仍保持快速发展,在河南,天瑞联手煤炭企业全线布局,在辽宁两大市场沈阳和大连分别建设两条 5000 t/d生产线。最近又有消息,引进外资进一步扩大其产能规模。 红狮是浙江走出去最大的企业,在福建和江西都在快速推进,已成为当地的龙头企业。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 金隅、亚泰、祁连山在所在区域均有不俗表现,三狮2002,2004年的“快鱼吃慢鱼”的发展方式,至今让人记忆犹新,但受大环境的影响,拖累了三狮的进一步发展。 综上所述,12家重点企业生产线分布覆盖了全国大部分地区,其中:海螺在安徽、广东;山水在山东;华新在湖北水泥熟料产能超过1,000万吨,三狮在浙江、中联在江苏、山东、红狮在浙江、金隅在北京、冀东在河北产能超过500万吨。生产线最较集中的是华东地区,海螺、山水、三狮、华新、中联、中材、红狮都建有生产线,总规模达8,600万吨,占12家企业新型干法熟料总产能的50%左右。 在主要销售市场上,12家企业的分布情况是: 京、津、冀 ?? 冀东、中联、金隅; 辽、吉、黑 ?? 冀东、亚泰; 上海 ?? 海螺、华新; 江苏 ?? 海螺、中联、华新、中材; 浙江 ?? 三狮、红狮、海螺; 江西 ?? 海螺、红狮; 山东 ?? 山水、中联; 河南 ?? 天瑞、中联; 广东 ?? 海螺、中材。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 从以上数据可以看出,12家重点企业在水泥熟料产能、市场占有率方面都保持着很大优势,在主要区域市场都具有很强的调控能力。随着12家企业不断发展,产量进一步扩张,将会对水泥行业产业结构调整起到越来越重要的作用。 60家重点支持企业将在区域市场发展中扮演重要角色 本次国家重点支持企业中有48家为区域性重点企业,这些家企业将与12家全国性企业,在区域市场发展中扮演者重要角色。 华北市场——冀东、金隅联手营造和谐市场 华北市场以冀东和金隅两家唱主角。冀东在华北的熟料产能达到630万吨,销售市场主要在京、津、唐地区。为抓住天津滨海开发区和唐山曹妃店钢铁基地建设的发展机遇,冀东拟在唐山再建4条生产线,进一步巩固其市场占有率。 金隅控股太行水泥后,在华北水泥熟料产能达到1,000万吨,市场主要集中在北京、天津。金隅近几年通过加强内部整合,统一销售,加大并购力度,着手整合京、津、冀市场。近日又并购平谷二厂和鼎鑫,将触角伸到了河北的中南部地区,并持股天津振兴,借环渤海概念拓展市场范围,可见其主控华北市场的雄心。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 从上图可以看出华北地区的主要市场北京和天津的利润走势在向好的方向中发展,北京2003年水泥价格被打下来后,引起了行业的重视,如何避免恶性竞争,维护市场秩序,共同建立和谐市场,在北京水泥行业协会的牵头下,金隅和冀东多次举行营销例会,就市场情况进行面对面交流,对如何维护市场平稳发展达成共识,协调双方销售行为,以取得双赢局面。 中联、狮头、乌兰和蒙西也是华北较大的企业,特别是乌兰水泥,去年引入国际著名投资银行高盛作为战略投资者,欲借国际资本力量,进一步做大做强企业。近期准备投巨资建设3个500万吨熟料生产基地,利用其煤炭资源优势,发展循环经济,扩大其在内蒙古市场的占有率。 狮头水泥独居山西,具有地缘优势,但是由于规模较小,对市场缺乏控制力。目前山西还没有较具规模的水泥企业,中小企业间竞争激烈,企业效益较差。由于山西省具有石灰石、煤炭资源优势,地区相对封闭,使得不少投资者开始青睐山西。 东北市场——加紧布局迎接新的市场机遇 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 长期封闭的东北市场使该地区较长时间内没有规模大的水泥企业。冀东水泥的 进入和亚泰集团的崛起,开始使这一格局改变。冀东水泥从2000年开始进入东北 市场,目前在该地区的产能接近500万吨,在东北具有较强实力。亚泰集团去年兼并哈尔滨水泥厂后,在东北的熟料产能达到500万吨以上,成为该地区最大的水泥企业。亚泰集团 计划 项目进度计划表范例计划下载计划下载计划下载课程教学计划下载 到2010年达到1,800,2,300万吨的水泥生产能力,在东北水泥市场占有率达到三分之一,主控东北市场。 天瑞集团对东北市场极为看好,准备投入巨资抢占东北市场。2005年登陆大连市场,在大连建成一条5000 t/d新型干法生产线。为进一步巩固大连市场和开辟沈阳市场,天瑞集团拟在大连再建一条5000 t/d生产线,在辽阳建设2条5000 t/d生产线。建成后天瑞集团的熟料产能将达到620万吨,在辽宁列第一位,居东北地区前列。 除国家重点支持企业外,市场“新进入者”金刚、宾洲等水泥企业,近两年发展较快。金刚水泥目前拥有两条5000 t/d水泥熟料新型干法生产线,熟料生产规模达到310万吨。公司在建1条5000 t/d、拟建4条4000 t/d生产线,建成后熟料产能将达到1,085万吨。黑龙江宾州水泥也具有较强实力,已建、拟建2条5000 t/d生产线,熟料产能达到310万吨。 外资企业也在加紧进入东北市场,海德堡重金收购工源水泥厂。工源水泥厂是辽宁水泥市场的战略要地,紧临沈阳市,拥有优良的石灰石资源,之前国内、国际众多大企业都有收购之意。CRH在海德堡之后,先后收购哈尔滨小岭水泥厂,联姻亚泰集团。外资的进入加剧了东北市场竞争格局,东北市场格局日渐明朗。 华东市场——企业密集面临重新洗牌 华东市场是全国竞争最激烈的地区,沪、苏、浙三省又是华东地区竞争最激烈的地区。在60家国家重点支持企业中,沪、苏、浙三省占14家,其中:6家全国性,8家区域性customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 企业,是入围企业最多的地区。即便如此,仍然有相当一批具规模没有入围的企业。 这反映出该地区企业集中,市场的整合难度大。 沪、苏、浙三省水泥市场是以上海为核心市场,苏南、浙北城市群为周边市场,形成长江三角洲市场。由于市场广阔,众多以安徽、江苏徐州、山东南部、江西、湖北沿江地区为生产供应基地的企业,也向该地区供应水泥。运输成本决定着这些企业能否在该地区立足。 上海市场水泥基本上是通过外省运进。作为长三角地区的核心市场,海螺、华新、三狮等大企业都将其作为主要市场。 江苏有8家国家重点支持企业,还有小野田、磊达等有规模的企业没有进入。该地区企业密集,为挤占市场,企业间大打“价格战”,使造成企业利润下降,市场亟待整合。 水泥工业对资源、能源的高度依赖性,江苏、浙江为经济发达地区,受能源、资源约束,不宜大规模发展水泥业。海螺集团正是看准了这一点,目前海螺集团已已在江苏全境布局粉磨站,“十一五”期间在安徽投资建设10多条生产线,计划未来五年在华东地区市场占有率将由12%提高至40%,主控华东市场志在必得。 浙江在国家支持的60家企业名单中有7家企业集团,即便如此,新干产能比重仅占43.64 %,为华东区内集中度低最低。缺乏领军企业,市场布局差,需整合力度大。从下图可以看出,浙江的水泥生产线都集中在浙江北部湖州、杭州、衢州、嘉兴、绍兴、金华、宁波地区,有80多条生产线,生产线如此密集,必然会造成资源、能源、交通紧张,市场恶性竞争。 国家重点支持的7家企业,生产线也分布在上述地区,面临着激烈竞争市场格局。7家企业共有27条生产线,占全部的32%。浙江水泥生产线条数多、规模偏小,2000t/dcustomer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 以下生产线所占比例将近半数,企业分布集中,市场重叠,是影响浙江水泥工业发展的重要 因素。浙江水泥行业进行市场整合,企业重新洗牌是当务之急。为此,由浙江省水泥协会牵 头,在地方政府的配合下,积极引导企业重组联合,优化水泥生产企业组织结构,支持水泥 生产企业向规模化、集团化方向发展。通过强强联合、兼并重组、互相持股等方式进行战略 重组,提高全省水泥产业集中度,实现水泥工业组织结构调整和优化。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 从右图中可以看出2003年是上海、 江苏、浙江利润最好的年头,而后一路下滑,浙江2003年利润率曾达到13.39%,2005年仅为0.42%,两年间如此悬殊,可见市场风险。上海2006年并未追随全国的走势,市场压力仍然很大,原因是上海水泥市场 开放度最高,竞争最为激烈。上述地区地处长三角核心位置, 是全国最大的市场,一度也是利润较高的区域。如何通过市场 整合拉升该地区的经济效益,应该是该区域大企业首先要考虑的问题。 安徽省海螺集团占据绝对优势。海螺在安徽省境内的新型干法熟料产能已超过3,600万吨,其霸主优势已牢固确立。 福建、江西两省缺乏领军企业,福建水泥和江西水泥是主要企业。这两个企业发展都不快,江西水泥由于企业高层出现问题,影响了企业发展,2005年出现了巨额亏损。 红狮和台湾亚东在江西较为活跃,但目前规模并不大。海螺也已进入江西,但影响力也有限。海螺一度准备进入福建,在福建选址时,据说也因为矿山问题而放弃。 山东省北有山水,南有中联,两分天下,中间有泰山和金鲁城,虽然避免了两家直接对垒,但两家的处境微妙,之间的谈判潮起潮落,花落谁家还难说。中联为在市场争取主动,在青州打入一个“楔子”,该策略在业内褒贬不一。 枣庄是我国水泥产量最大的地级市,产能4,000万吨,产量达到3,000多万吨,其优势在于矿山好,煤、电及混合材资源丰富,是生产水泥的优选,但其所在的周边,也是水泥企业密集,过去的传统市场,被新进入企业所瓜分,南面海螺已在江苏布局近3,000万吨的粉磨站,借长江可以沿江北上;苏南一批生产线拔地而起,金峰、盘古、恒来、磊达等企业产能规模都有几百万吨;东面河南新起的天瑞、同力、孟电都有不小的规模,并向东扩;北面面临强大的山水。所以枣庄地区的企业面临着市场重新整合的局面,其传统市场正在成为竞争者的核心市场,以往的低生产成本优势已成为过去,运输成本对枣庄企业是更大的挑战,其关键问题不是等量淘汰落后工艺腾出空间发展新型干法,更重要的是压缩现有产能,根据变化的市场调整产能规模。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 中南市场——中部崛起华南过热 中南六省各自情况有所不同,河南近两年水泥发展形势很好,而广东从2005 年开始利润大幅下滑。 河南的天瑞和同力在境内全线布局,孟电紧紧贴近河南水泥消费量最大的郑州市场,中联把控利润最大的南阳市场。 这两年市场的全面转暖,引来众多投资者,Holcime挟华新并购同力,还让人记忆犹新,本是“十字战略”最重要的一步决胜棋,却失之交臂,外资的进入在2006年被炒的风风火火,但这部本是经典之作却让被收购者同力彻底翻了身,本言“退就是进”的同力,上演了三部曲:义无返顾地进入水泥;并借壳上市,重组春都;最终进入国家支持的区域性水泥企业,颇具戏剧性。 湖北是华新的根据地,其控制力从其在该地区的产能就可以清楚。京兰是异军突起,在短短的三、四年间名不见转地在湖北西北部地区快速发展。 海螺在湖南的发展是磕磕碰碰,中联也曾经拿下湖南的水泥老大韶峰,但最终未果,据传海螺当时放话,若中联意在湖南发展,海螺可以退出。而精明的浙商水泥 ?? 兆山新星却不声不响地在湖南的核心市场长沙附近,连下两城。 “十五”期间地处中南腹地的湖南被冷落。随着全国水泥市场区域划分的轮廓日见明显,湖南的“劣势”日益清晰: customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single ― 大集团的区域布局没有形成; ― 新型干法熟料产能比重低,新型干 法水泥缺口大; ― 市场正处于发展之中,有上升空间。 进入“十一五”后,湖南发生了明显变化,上述因素已被欲扩大市场份额的企业集团所青睐,厉兵秣马,加速了建设步伐,目前成了投资者的追逐目标。 海螺再建两条5000t/d生产线,从有资源的常德和娄底方向构成对湖南经济最发达的长株潭地区进行钳式合围;华新在岳阳建设80万吨/年的粉磨站,目前正在建设的湘钢一期200万吨的粉磨站,预计2007年上半年即可投产,在湖南东北部形成近300万吨的水泥产能;中材集团已在湖南投下重金,在株州和长沙的2条5000 t/d生产线布局可见其决心;目前湖南水泥投资市场行情的火爆,也不排除中联再度进入湖南的可能性。 巨鳄海螺、台泥、华润在进入两广后,成为国内最大的水泥生产基地,继“浙江现象”之后,又掀起了“广东现象”的大讨论,许多看不懂又不愿看到的都成为现实,“浙江现象”现在还在各抒己见,“广东现象”更是“雪上加霜”,广西利用自身的地理位置优势将水泥作为地方的支柱产业,复制海螺沿江模式,通过西江将水泥送往珠三角、港澳地区。而广东属经济发达地区,煤炭已成为发展水泥工业的严重瓶径问题。 长三角、珠三角地区不适宜大规模发展水泥工业,而安徽和广西都拥有丰富的矿山资源,紧邻长三角、珠三角,可通过长江和西江直接进入市场,这种模式将越发显现它的优势和可持续发展性。 中南地区河南和广东的利润表现很有意思,河南自2004年利润连续增长,出现了少见的好光景,河南经济的高速发展拉动了水泥业的发展,但本土企业的迅速发展对稳定市场也起到了非常积极的作用。相反,广东利润从2004年开始下滑,2006年险些为负值。2004年后大企业集团云集,基地性的建设,新增的巨大产能的集中释放,而落后产能没有适时退出,致使市场供大于求,企业为争夺市场份额牺牲了利润。国家新出台淘汰落后产能的政策,在广东淘汰3,000万吨落后产能出局,这对大企业来说,无疑是雪中送炭的举措。 西南市场——正是花开三月时 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 西南市场是全国利润最好的市场,但 该地区全国性企业只有华新一家,而且产 能有限,贵州没有60家企业的身影,有些遗憾,但拉法基已有三家企业在贵州落户。 重庆、四川、贵州和云南都可以看到拉法基和瑞安的身影,除重庆外,利润均在全国前列,其原因很值得研究。 拉法基作为“新进入者”,已在西南地区成为事实上的引领者,它的进入没有引起市场的血拼,在稳定并提升“市场价格”方面起到了积极作用,确实有其独到之处。 西南地区的市场利润是丰厚的,云南从2003年起一路走高,2006年摸高到9.67%,其他地区也处在上升通道,已成为投资者的热土。 台湾亚东逆江而上,挥师湖北武汉后又进军四川成都,直接和世界老大、西南主导者拉法基叫板。这种敢于挑战的精神令人折服,也有利于市场的竞争。四川的老牌企业金顶、走势正盛的本土企业峨眉山和新浙商企业利万布森都在成都附近摆下了龙门阵。有人预言,新的市场价格血战已为时不晚,而台湾亚东却不这么看。 西北市场——整合序幕正在拉开 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 西北相对平静,但在陕西,各路投资者都在积极探索问路,秦岭已被媒体和在 证券市场上炒得沸沸扬扬,冀东和海德堡联手无疑将是该市场的定海神针,具有浙 商背景的声威两年内一口起建了两条5000 t/d生产线成为目前产能最大的企业,并有进一步做大的态势,也会有上好表现;意大利水泥不声不响地拿下光宇,又添加了变数,外资企业间的“火拼”是否在内地上演。陕西是西北地区的市场先行者,秦岭又是该地区的重要一步棋,“得秦岭者得陕西”此言看来不为过。 中材在新疆,赛马在宁夏都有主导市场的能力,祁连山这两年十分活跃,完成了在省内的布局,进一步向青海推进,并积极引入战略投资者,意在改善企业内部管理,拓展融资渠道,提升企业竞争力。 60家企业兼并、重组,促进水泥行业结构调整是国家支持的初衷 对60家国家重点支持企业来说,肩负着我国水泥产业调整的重任。通过兼并、重组、联合,迅速提高生产集中度,优化资源配置,带动水泥行业结构调整是国家支持60家企业的初衷。目前我国水泥区域性市场正在逐步形成,主要市场跑马圈地的时代已过去,大企业的战略布局正在形成。市场和企业的整合应该是当前的首要任务。 企业大规模扩张会带来一些问题,为了解决扩张带来的问题,企业必须花时间和精力,对企业进行精心整合,使企业风险能够得到降低,特别是要把资金链风险、行业周期性风险、管理控制风险和品牌风险降低,同时使企业资本实力得到加强。只有在这种情况下,企业的体系才能够比较完善,才能做更大规模的运作,因为此时企业的体系完全可以支持再扩张。扩张的速度要和体系的控制和支撑能力相匹配,这样扩张才能稳健有效,从而可以避免为追求速度而忽视体系的建设。市场的变化越来越剧烈了,要是有一步走不好,战略风险规避不了,那么企业多年的基业就会坍塌,所以说企业要越走越慎重。 60家企业要率先开展市场和企业整合,对于销售市场严重重叠的企业应进行市场和企业整合。海螺将徐州海螺出售给中联水泥,让出市场,减少市场恶性竞争,为市场和企业整合做出了示范。企业在进行外部整合的同时也要注重企业内部整合,以避免经营风险、财务风险和管理风险。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single 企业兼并、重组需要大量资金支持,应充分利用资本市场。企业应聘请一些资本市场运作的专家来指导,帮助企业从结构方面做一些重要的调整,如资本、股权结构;从运营层面上看,要对组织结构、匹配结构、市场结构等方面做些调整。这样会对资本市场的搭建提供有利的条件,帮助企业通过上市或利用资本市场再融资,以及引进战略合作者等渠道,获得扩张所需资金。 随着我国加入WTO,同样外资近两年也大举进入我国投资建厂,我们与外资的竞争已经全面启动,特别是在完全竞争性行业,我们的竞争主体已经不再是国内企业,而是国际上的产业巨头。我们应该清晰地看到,我们与对手目前在企业的经营管理、市场分析、资本运作等方面还有一定的差距。这就要求我们的企业要尽快学习和掌握国际先进的管理经验,使我们的企业和国际接轨,实现国际化经营,只有这样才能与外资共舞。 customer qualification preliminary examination of the material of the borrower for the loan person, determine whether you meet the loan conditions (standard specification for details of the conditions the fifth chapter "5.1 loans and borrower conditions"). 3. agree loan person decides to accept, according to interviews ... First, the jurisdiction of the head office, branches and risk management, operational management should be strengthened on the Bank personal loan monitoring, inspection, management and guidance. Second, related personnel irregularities, according to qilu bank credits operational responsibility and accountability for implementation and the qilu bank employee violations of regulations dealing with regulations and other relevant rules of punishment and accountability. 9. According to file, and related system file 9.1 according to file a, and loan General II, and personal loan management provisional approach 9.2 related system file qilu Bank personal loan management approach 10. records table single records table single 1: personal loan customer talk record records table single 2: personal borrowing applications records table single 3: personal loan income proved records table single 4: personal loan survey declared table records table single 5: authorized Attorney (sample) records table single 6: Personal most high borrowing support with application approval table records table single 7: personal single pen cycle borrowing application approval table records table single 8: drawing applications records table single 9: qilu Bank personal most high borrowing support with single records table single 10: arrived (quality) bet real right proved storage listing records table single 11: stop paid notice records table single
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