[英文調查報告書] 俄羅斯水泥市場及其在金融危機狀況下之發展預測

Abstract

The report is devoted to research of Russian market of cement and forecast of its development up to 2015. The report is composed of 6 Sections, contains 225 Pages, including: 20 Figures, 96 Tables and 2 Appendices. The work is a desk research. As informational sources, we used data of Rosstat (Federal Statistic Service of Russia), Federal Customs Service of Russia, official statistics of railage of JSC "RZHD", sectoral and regional mass-media, annual and quarterly reports of companies, as well as web-sites of company-producers of cement.

The first Section of the report presents estimate of standing of resources base for cement industry in Russia. It presents data on reserves of cement resources, regional pattern of their location, as well as data on resources base of leading Russian producers of cement.

The second Section is devoted to cement production in Russia. The Section offers statistics of the production in the country in 2002-2008, data on regional and commodity pattern of the production, as well as on volumes of production of cement by individual enterprises. Besides, the Section analysis current standing of leading players at Russian cement market, including data on pattern of ownership, available productive capacities, range of the products, plans of the business development, directions and volumes of shipment of cement.

The third Section of the report analyses data of Federal Customs Service of Russia on foreign trade operations in cement in 2002-2008. It presents data on regional pattern of export-import supplies, the main Russian exporters and importers of cement.

The fourth Section is devoted to consumption of cement in Russia; it presents supply-demand balance of the product for the latest 7 years, estimates dynamics of changing "apparent" consumption of cement in the country. Besides, the Section offers sectoral, commodity and regional pattern of cement consumption in Russia, estimate effect of seasonality factor.

The fifth Section of the report is devoted to analysis of price conjuncture of Russian cement market. The Section considers dynamics of prices on cement at domestic market for the latest years, presents review of export-import prices on the product, as well as forecast of price conjuncture of the market up to 2015.

The sixth, final Section of the report gives forecast of cement production in Russia and Central Federal District, forecast of development of end-uses, as well as forecast of consumption of cement in Russia in conditions of financial crisis.

The Appendices offer contact information on producers of cement in Russia, as well as existing classifications of cements and requirements imposed on cements by State Standards.

This report is currently available in Russian language only. However, we can provide an English version of the report within 3 weeks after receiving a payment.

Annotation

INTRODUCTION

1. Standing of reserves of resources for cement industry

1.1. Regional pattern of location of cement resource reserves
1.2. Availability and reserves of resource base of leading Russian producers of cement

2. Production of cement in Russia

2.1. Statistics of cement production in 2002-2008
2.2. Commodity pattern of cement production
2.3. Production of packed cement
2.4. Regional pattern of cement production
2.5. Seasonality of cement production
2.6. Characteristics of leading producers of cement
CJSC "EUROCEMENT Group"

CJSC "Belgorod cement" (Belgorod region)
JSC "Mal' tsovsky portlandcement" (Bryansk region)
JSC "Mikhailovsky cement plant" ("Mikhailovcement") (Ryazan' region)
CJSC "Oskolcement" (BelgorodR region)
CJSC "Kavkazcement" (Karachaevo-Cherkessia)
CJSC "Pikalevo cement" (Leningrad region)
CJSC "Lipetskcement" (Lipetsk region)
JSC "Ul' yanovskcement" (Ul' yanovsk region)
CJSC "Nev' yansky cementnik" (Sverdlovsk region)
CJSC "Katavsky cement" (Chelyabinsk region)
JSC "Zhigulevskie Stroimaterialy" (Samara region)
JSC "Savinsky cement plant" (Arkhangelsk region)
JSC "Podgorensky cementnik" (Voronezh region)
JSC "Holding Company "Siberian cement"

LLC "Topkinsky cement" (Kemerovo region)
LLC "Krasnoyarsk cement" (Krasnoyarsk region)
LLC "Timlyuisky cement plant" (Buryatia)
JSC "Novoroscement"
Holcim (Switzerland)/JSC "Alfa-Cement"

JSC "Vol' skcement" (Saratov region)
JSC "Shchurovsky cement" (Moscow region)
Group of companies "Rosgrazhdanrekonstruktsiya"

JSC "Sebryakovcement" (Volgograd region)
Lafarge (France)

Voskresensk cement plant (Moscow region)
Uralcement (Chelyabinsk region)
JSC "Mordovcement" (Mordovia)
Buzzi Unicem (Italy)

JSC "Sukholozhskcement" (Sverdlovsk region)
LLC "RATM-Cement Holding"

JSC "Iskitimcement" (Novosibirsk region)
LLC "Angarsk cement" (Irkutsk region)
JSC "Gornozavodskcement" (Perm region)
LLC "Park Group"

JSC "Spasskcement" (Primorsky region)
JSC "Teploozersky cement plant" (Evreisky AD)
JSC "Soda" (Bashkortostan)
Ltd. "Caspian Resources" (Kazakhstan)

JSC "Novotroitsk cement plant" (Orenburg region)
LLC PL "Kuznetsky cement plant" (Kemerovo region)
BaselN Cement Group

LLC "Achinsk cement" (Krasnoyarsk region)
Developing projects

3. Foreign trade operations in cement in 2002-2008

3.1. Import of cement
3.2. Export of cement

4. Consumption of cement in Russia

4.1. Supply-demand balance of cement in Russia
4.2. Sectoral pattern of consumption
4.3. Commodity pattern of consumption
4.4. Regional pattern of consumption
4.5. Seasonality of supplies

5. Review of prices on cement in Russia

5.1. Review of domestic prices on cement
5.2. Review of export-import prices on cement
5.3. Forecast of price conjuncture of the market up to 2015

6. Forecast of development of cement sector in Russia in 2009-2015

6.1. Forecast of production of cement and commissioning cement capacities in Russia in 2009-2015
6.2. Forecast of development of end-uses
6.3. Forecast of consumption of cement in Russia in 2009-2015

Appendix 1: Addresses and teledata of cement plants

Appendix 2: Classification of cement and requirements, imposed on its properties by State Standards

List of Tables:

Table 1. Geographic pattern of location of balance reserves of cement resources in Russia and Central Federal district (CFD)
Table 2. The main deposits of cement resources in Russia
Table 3. Resources base of leading Russian producers of cement
Table 4. Production of cement in Russia in 1999-2008, kt
Table 5. Production of cement by the main Russian plants in 2001-2008, kt
Table 6. Pattern of production of cement by leading holding companies and independent enterprises in 2006-2008, %
Table 7. Commodity pattern of production of cement in Russia in 2001-2008, kt and %
Table 8. Production of packed cement by Russian plants in 2001-2007, kt
Table 9. Regional pattern of production of cement in Russia in 2004-2008, kt
Table 10. Seasonal dynamics of production of cement in Russia in 2002-2008, mln t
Table 11. Financial parameters of activity of "EUROCEMENT Group" in 2002-2007
Table 12. Production and export of cement by CJSC "Belgorod cement" in 2001-2008, kt
Table 13. Volumes and directions of supplies of cement by CJSC "Belgorod cement" in 2006-2008, kt
Table 14. Production and export of cement by JSC "Mal' tsovsky portlandcement" in 2001-2008, kt
Table 15. Volumes and directions of supplies of cement by JSC "Mal' tsovsky portlandcement" in 2006-2008, kt
Table 16. Production of cement by JSC "Mikhailovcement" in 2001-2008, kt
Table 17. Volumes and directions of supplies of cement by JSC "Mikhailovcement" in 2006-2008, kt
Table 18. Production and export of cement by CJSC "Oskolcement" in 2001-2008, kt
Table 19. Volumes and directions of supplies of cement by CJSC "Oskolcement" in 2006-2008, kt
Table 20. Production and export of cement by JSC "Kavkazcement" in 2001-2008, kt
Table 21. Volumes and directions of supplies of cement by JSC "Kavkazcement" in 2006-2008, kt
Table 22. Production and export of cement by CJSC "Pikalevo cement" in 2001-2008, kt
Table 23. Volumes and directions of supplies of cement by CJSC "Pikalevo cement" in 2006-2008, kt
Table 24. Production of cement by CJSC "Lipetskcement" in 2001-2008, kt
Table 25. Volumes and directions of supplies of cement by CJSC "Lipetskcement" in 2006-2008, kt
Table 26. Production of cement by JSC "Ul' yanovskcement" in 2001-2008, kt
Table 27. Volumes and directions of supplies of cement by JSC "Ul' yanovskcement" in 2006-2008, kt
Table 28. Dynamics of production of cement by CJSC "Nev' yansky cementnik" in 2001-2008, kt
Table 29. Volumes and directions of supplies of cement by CJSC "Nev' yansky cementnik" in 2006-2008, kt
Table 30. Production of cement by CJSC "Katavsky cement" in 2001-2008, kt
Table 31. Volumes and directions of supplies of cement by JSC "Katavsky cement" in 2006-2008, kt
Table 32. Production of cement by JSC "Zhigulevskie Stroimaterialy" in 2001-2008, kt
Table 33. Volumes and directions of supplies of cement by JSC "Zhigulevskie Stroimaterialy" in 2006-2008, kt
Table 34. Production of cement by JSC "Savinsky cement plant" in 2001-2008, kt
Table 35. Production of cement by JSC "Podgorensky cementnik" in 2001-2008, kt
Table 36. Production of cement by LLC "Topkinsky cement" in 2001-2008, kt
Table 37. Quality characteristics of cements, produced by LLC "Topkinsky cement"
Table 38. Volumes and directions of supplies of cement by LLC "Topkinsky cement" in 2006-2008, kt
Table 39. Production of cement by LLC "Krasnoyarsk cement" in 2001-2008, kt
Table 40. Production of cement by LLC "Timlyuisky cement plant" in 2001-2008, kt
Table 41. Production and export of cement by JSC "Novoroscement" in 2001-2008, kt
Table 42. Regional pattern of sales of JSC "Novoroscement" in 2001-2008, %
Table 43. Volumes and directions of supplies of cement by JSC "Novoroscement" in 2006-2008, kt
Table 44. Production and export of cement by JSC "Vol' skcement" in 2001-2008, kt
Table 45. Forecast of production of clinker and cement by JSC "Vol' skcement in 2009-2011, kt
Table 46. Volumes and directions of supplies of cement by JSC "Vol' skcement" in 2006-2008, kt
Table 47. Production of cement by JSC "Shchurovsky cement" in 2001-2008, kt
Table 48. Planned commodity pattern of cement production by JSC "Shchurovsky cement" in 2009-2010, kt
Table 49. Volumes and directions of supplies of cement by JSC "Shchurovsky cement" in 2006-2008, kt
Table 50. Dynamics of production of cement by JSC "Sebryakovcement" in 2001-2008, kt
Table 51. Quality characteristics of cements, produced by JSC "Sebryakovcement"
Table 52. Regional pattern of sales of JSC "Sebryakovcement" in 2002-2008, %
Table 53. Volumes and directions of supplies of cement by JSC "Sebryakovcement" in 2006-2008, kt
Table 54. Production of cement by JSC "Lafargecement" ("Voskresenskcement") in 2001-2008, kt
Table 55. Volumes and directions of cement supplies by JSC "Lafargecement" ("Voskresenskcement") in 2006-2008, kt
Table 56. Production of cement by JSC "Lafargecement" ("Uralcement") in 2001-2008, kt
Table 57. Volumes and directions of supplies of cement by JSC "Lafargecement" ("Uralcement") in 2006-2008, kt
Table 58. Production of cement by JSC "Mordovcement" in 2001-2008
Table 59. Quality characteristics of cements, produced by JSC "Mordovcement"
Table 60. Regional pattern of sales of JSC "Mordovcement" in 2003-2008, %
Table 61. Volumes and directions of cement supplies by JSC "Mordovcement" in 2006-2008, kt
Table 62. Production and export of cement by JSC "Sukholozhskcement" in 2001-2008, kt
Table 63. Average chemistry of cement and clinker, produced by JSC "Sukholozhskcement" in September 2008
Table 64. Quality characteristics of oilwell cements, produced by JSC "Sukholozhskcement"
Table 65. Quality characteristics of common building cements, produced by JSC "Sukholozhskcement"
Table 66. Volumes and directions of cement supplies by JSC "Sukholozhskcement" in 2006-2008, kt
Table 67. Production of cement by JSC "Iskitimcement" in 2001-2008, kt
Table 68. Volumes and directions of cement supplies by JSC "Iskitimcement" in 2006-2008, kt
Table 69. Production of cement by LLC "Angarsk cement" in 2001-2008, kt
Table 70. Production of cement by JSC "Gornozavodskcement" in 2001-2008, kt
Table 71. Volumes and directions of cement supplies by JSC "Gornozavodskcement" in 2006-2008, kt
Table 72. Production and financial results of JSC "Spasskcement" in 2001-2007
Table 73. Commodity pattern of production of cement by JSC "Spasskcement" in 2001-2008, kt
Table 74. Regional pattern of cement sales of JSC "Spasskcement" in 2002-2008, %
Table 75. Production of cement by JSC "Teploozersky cement plant" in 2001-2008, kt
Table 76. Regional pattern of cement sales of JSC "Teploozersky cement plant" in 2005-2008, %
Table 77. Production of cement by JSC "Soda" in 2001-2008, kt
Table 78. Production and export of cement by JSC "Novotroitsk cement plant" in 2001-2008, kt
Table 79. Quality characteristics of cements, produced by JSC "Novotroitsk cement plant"
Table 80. Quality characteristics of cements, produced by LLC "Achinsk cement"
Table 81. Volumes of Russian foreign trade in cement in bulk and in money terms in 2002-2008, kt, mln $
Table 82. Regional pattern of cement import in 2002-2008 (volumes of supplies in bulk and in money terms)
Table 83. Volumes of cement supplies to main importers in 2006-2008, kt
Table 84. Regional pattern of cement export in 2002-2008 (volumes of supplies in bulk and in money terms)
Table 85. Volumes and directions of cement supplies by the main exporters in 2006-2008, kt
Table 86. Supply-demand balance of cement in Russia in 2002-2008, kt
Table 87. Pattern of cement consumption by industrial end-uses in 2004-2008, %
Table 88. Volumes of cement supplies to greatest Russian consumers in 2006-2008, kt
Table 89. Regional pattern of cement consumption in Russia in 2008, kt
Table 90. Seasonality of cement supplies in Russia in 2002-2008, %
Table 91. Domestic prices on cement in Russia in 2002-2008, Ruble/t
Table 92. Summarized table of release prices of some Russian producers on cement in bulk as of 20.02.2009
Table 93. Prices on cement in bulk of CJSC "EUROCEMENT Group" for various regions, Ruble/t
Table 94. Developing investment projects in cement industry
Table 95. Executing construction contracts in Russia in 2001-2008, bln Rubles
Table 96. Commissioning of dwelling-houses in Russia in 2003-2008, thousand sq m

List of Figures:

Figure 1. Dynamics of production of cement in bulk in Russia in 2001-2008, mln t, %
Figure 2. Regional pattern of cement production in Russia in 2007-2008, %
Figure 3. Dynamics of cement import in bulk and in money terms in 2002-2008
Figure 4. Dynamics of changing commodity pattern of cement import in 2002-2008, %
Figure 5. Dynamics of cement export in bulk and in money terms in 2002-2008
Figure 6. Dynamics of supply-demand balance of cement in Russia in 2002-2008, mln t
Figure 7. Pattern of cement consumption by industrial end-uses in Russia in 2008, %
Figure 8. Commodity pattern of cement consumption in Russia in 2008, %
Figure 9. Changing regional pattern of cement consumption in Russia in 2006-2008, %
Figure 10. Averaged seasonal dynamics of cement in Russia in 2002-2008, %
Figure 11. Seasonal dynamics of cement supply and demand in Russia in 2008, %
Figure 12. Dynamics of average producers' prices and average purchasers' prices on cement in Russia in 2002-2008, Ruble/t
Figure 13. Dynamics of trade volume and average prices on cement at Moscow Stock Exchange in 2006-2008
Figure 14. Dynamics of average prices on cement at Moscow Stock Exchange in 2008-January 2009, Ruble/t
Figure 15. Average purchaser' s prices on cement by Federal Districts of Russia in 2008, Ruble/t
Figure 16. Dynamics of average export and import prices on cement in 2002-2008, $¥t
Figure 17. Dynamics of increasing freight transport tariffs by various transportation modes in Russia in 2003-2008, %
Figure 18. Forecast of average prices on cement in Russia in 2009-2015
Figure 19. Forecast of production of cement in Russia in 2009-2015, mln t
Figure 20. Forecast of consumption of cement in Russia in 2009-2015, mln t

俄羅斯水泥市場及其在金融危機狀況下之發展預測

Cement Market Research in Russia and Forecast of Its Development in Conditions of Financial Crisis