Vietnam Cement Comprehensive Report Q1/2020
Cement business is expected to be severely affected in 2020. In which, 2 groups of businesses most affected this year are (1) Group. enterprises have a high proportion of exports in consumption structure and (2) Enterprises are in weak financial situation. In Q1/2020, the two sales groups
This enterprise has a decrease of 5-10% in revenue compared to the same period in 2019. Some businesses have very large inventories, accompanied by skyrocketing debt and decrease in consumption.
This enterprise has a decrease of 5-10% in revenue compared to the same period in 2019. Some businesses have very large inventories, accompanied by skyrocketing debt and decrease in consumption.
ABBREVIATIONS
EXECUTIVE SUMMARY
1. BUSINESS ENVIRONMENT
1.1 Macroeconomic situation
1.2 Legal framework
1.3 Trade agreements
2. WORLD MARKET
2.1 Production
2.2 Consumption
2.3 Export
2.4 Import
2.5 Price movement
2.6 Current situation in some typical countries
2.7 Current situation in ASEAN
2.8 Top enterprises of cement industry
3. CURRENT SITUATION IN VIETNAM CEMENT INDUSTRY
3.1 Vietnam cement industry history
3.2 Definition and Classification
3.3 Basic production process
3.4 Scale and market share
3.5 Input materials
3.6 Production technology
3.7 Supply-Demand
3.8 Clinker and cement production
3.9 Consumption
3.10 Cement and clinker export and import
3.11 Inventory
3.12 Price movement
3.13 Distribution form
3.14 Delivery method
4. RISKS OF THE INDUSTRY
4.1 Main risks
4.2 SWOT analysis
5. INDUSTRY PLANNING AND FORECAST
5.1 Cement industry planning
5.2 Construction and Real estate sectors planning
5.3 Development driving forces
5.4 Global forecasts
5.5 Development of output industry
6. BUSINESS ANALYSIS
6.1 Profitability
6.2 Operation efficiency
6.3 Financial strength
6.4 Return on investment
7. APPENDIX
7.1 Update the investment projects of cement in period of 2011 – 2030
7.2 List of infrastructure projects in period of 2010-2030
7.3 Financial statements
EXECUTIVE SUMMARY
1. BUSINESS ENVIRONMENT
1.1 Macroeconomic situation
1.2 Legal framework
1.3 Trade agreements
2. WORLD MARKET
2.1 Production
2.2 Consumption
2.3 Export
2.4 Import
2.5 Price movement
2.6 Current situation in some typical countries
2.7 Current situation in ASEAN
2.8 Top enterprises of cement industry
3. CURRENT SITUATION IN VIETNAM CEMENT INDUSTRY
3.1 Vietnam cement industry history
3.2 Definition and Classification
3.3 Basic production process
3.4 Scale and market share
3.5 Input materials
3.6 Production technology
3.7 Supply-Demand
3.8 Clinker and cement production
3.9 Consumption
3.10 Cement and clinker export and import
3.11 Inventory
3.12 Price movement
3.13 Distribution form
3.14 Delivery method
4. RISKS OF THE INDUSTRY
4.1 Main risks
4.2 SWOT analysis
5. INDUSTRY PLANNING AND FORECAST
5.1 Cement industry planning
5.2 Construction and Real estate sectors planning
5.3 Development driving forces
5.4 Global forecasts
5.5 Development of output industry
6. BUSINESS ANALYSIS
6.1 Profitability
6.2 Operation efficiency
6.3 Financial strength
6.4 Return on investment
7. APPENDIX
7.1 Update the investment projects of cement in period of 2011 – 2030
7.2 List of infrastructure projects in period of 2010-2030
7.3 Financial statements
LIST OF CHARTS
Figure 1: Monthly CPI fluctuations, 2001 -3/2020
Figure 2: GDP growth rate by quarter, 2016 - Q1/2020
Figure 3: GDP structure at current prices, Q1/2020
Chart 4: VND/USD exchange rate, 2013 - 3/2020
Chart 5: Foreign direct investment capital, 3M/2013-3T/2020
Figure 6: World cement production, 2011 - 2019
Chart 7: Top largest clinker producing countries in the world, 2019
Figure 8: Top largest cement exporting countries in the world, 2018
Chart 9: World cement consumption, 2010 - 2019e
Figure 10: Structure of world cement consumption, 2018e
Figure 11: Global cement export output and value, 2012 - 2019
Chart 12: Top 10 largest cement exporting countries in the world, 2019
Figure 13: World cement import, 2019
Figure 14: Top largest cement importing countries in the world, 2019
Graph 15: World cement price index, 2001 - 3/2020
Figure 16: Cement production volume of China, 2014-Q1/2020
Figure 17: Production of cement in the US, 2014-2019
Figure 18: Indian cement production, 2018-2019
Figure 19: Cement production in Thailand, 2018-2019
Figure 20: Business distribution by region, 2018e
Figure 21: Consumption market share of key enterprises, Q1/2020
Figure 22: Structure of cement production costs
Figure 23: Supply - demand and power loss, 2012 - 2019e
Figure 24: Commercial electricity, 2013 - Q1/2020
Figure 25: Average electricity purchase price of EVN, 1/2018-2/2020
Figure 26: Average electricity price, 7/2018-3/2020
Figure 27: Clean coal mining output, 2012 - Q1/2020
Figure 28: Forecast of coal supply and demand for the period 2015-2030f
Figure 29: Supply - demand of cement, 2012 - Q1/2020
Figure 30: Production of cement, 2011-Q1/2020
Chart 31: Cement consumption by month, 2019 - 3/2020
Figure 32: Domestic cement consumption by region, 2019 - 3/2020
Chart 33: Leading cement companies in VNCA, March 2020
Figure 34: Consumption of cement in different regions in Vietnam, T2-3/2020
Figure 35: Production - Consumption of the North, 2011 - Q1/2020
Figure 36: Production - Consumption in the Central, 2011 - Q1/2020
Figure 37: Production - Consumption of the South, 2011 - Q1/2020
Figure 38: Export of cement - clinker, 2012 - Q1/2020
Figure 39: Export of clinker and cement by month, 2016 - Q1/2020
Figure 40: Export market of clinker and cement, 2016 - Q1/2020
Figure 41: Cement production capacity for export, 2019
Figure 42: Average export price of cement and clinker to some markets, Q1/2019 -
Q1/2020
Figure 43: Export of cement and clinker directly, Q1/2020
Figure 44: Exported cement enterprises, March/2020
Figure 45: Cement import turnover of Vietnam, 2015 - 2019
Figure 46: National structure of cement import, 2019
Figure 47: Cement and clinker inventory index, 2010 - Q1/2020
Figure 48: Retail price of cement in some major cities/provinces, 2019-Q1/2020
Chart 49: Average export price of cement and clinker by month, 1/2018 - 3/2020
Chart 50: Forecast of construction value and infrastructure, 2010 - 2022f
Graph 51: Population growth, 2011-2019e
Figure 52: World cement industry value, 2017 - 2022f
Figure 53: World cement production output, 1990 - 2030f
Figure 54: Forecast of world cement consumption by region, 2020
Figure 55: Forecast of cement industry, 2012 - 2022f
Figure 1: Monthly CPI fluctuations, 2001 -3/2020
Figure 2: GDP growth rate by quarter, 2016 - Q1/2020
Figure 3: GDP structure at current prices, Q1/2020
Chart 4: VND/USD exchange rate, 2013 - 3/2020
Chart 5: Foreign direct investment capital, 3M/2013-3T/2020
Figure 6: World cement production, 2011 - 2019
Chart 7: Top largest clinker producing countries in the world, 2019
Figure 8: Top largest cement exporting countries in the world, 2018
Chart 9: World cement consumption, 2010 - 2019e
Figure 10: Structure of world cement consumption, 2018e
Figure 11: Global cement export output and value, 2012 - 2019
Chart 12: Top 10 largest cement exporting countries in the world, 2019
Figure 13: World cement import, 2019
Figure 14: Top largest cement importing countries in the world, 2019
Graph 15: World cement price index, 2001 - 3/2020
Figure 16: Cement production volume of China, 2014-Q1/2020
Figure 17: Production of cement in the US, 2014-2019
Figure 18: Indian cement production, 2018-2019
Figure 19: Cement production in Thailand, 2018-2019
Figure 20: Business distribution by region, 2018e
Figure 21: Consumption market share of key enterprises, Q1/2020
Figure 22: Structure of cement production costs
Figure 23: Supply - demand and power loss, 2012 - 2019e
Figure 24: Commercial electricity, 2013 - Q1/2020
Figure 25: Average electricity purchase price of EVN, 1/2018-2/2020
Figure 26: Average electricity price, 7/2018-3/2020
Figure 27: Clean coal mining output, 2012 - Q1/2020
Figure 28: Forecast of coal supply and demand for the period 2015-2030f
Figure 29: Supply - demand of cement, 2012 - Q1/2020
Figure 30: Production of cement, 2011-Q1/2020
Chart 31: Cement consumption by month, 2019 - 3/2020
Figure 32: Domestic cement consumption by region, 2019 - 3/2020
Chart 33: Leading cement companies in VNCA, March 2020
Figure 34: Consumption of cement in different regions in Vietnam, T2-3/2020
Figure 35: Production - Consumption of the North, 2011 - Q1/2020
Figure 36: Production - Consumption in the Central, 2011 - Q1/2020
Figure 37: Production - Consumption of the South, 2011 - Q1/2020
Figure 38: Export of cement - clinker, 2012 - Q1/2020
Figure 39: Export of clinker and cement by month, 2016 - Q1/2020
Figure 40: Export market of clinker and cement, 2016 - Q1/2020
Figure 41: Cement production capacity for export, 2019
Figure 42: Average export price of cement and clinker to some markets, Q1/2019 -
Q1/2020
Figure 43: Export of cement and clinker directly, Q1/2020
Figure 44: Exported cement enterprises, March/2020
Figure 45: Cement import turnover of Vietnam, 2015 - 2019
Figure 46: National structure of cement import, 2019
Figure 47: Cement and clinker inventory index, 2010 - Q1/2020
Figure 48: Retail price of cement in some major cities/provinces, 2019-Q1/2020
Chart 49: Average export price of cement and clinker by month, 1/2018 - 3/2020
Chart 50: Forecast of construction value and infrastructure, 2010 - 2022f
Graph 51: Population growth, 2011-2019e
Figure 52: World cement industry value, 2017 - 2022f
Figure 53: World cement production output, 1990 - 2030f
Figure 54: Forecast of world cement consumption by region, 2020
Figure 55: Forecast of cement industry, 2012 - 2022f
LIST OF TABLES
Table 1: Environmental Protection tax applied from January 2012
Table 2: Royalties applied from February 1, 2014
Table 3: Import and Export Tariffs applied from 2016
Table 4: Cement production output of some countries, 2019
Table 5: Cement production capacity of Southeast Asia and Oceania countries, 2015-2020
Table 5: Domestic demand for some ASEAN countries, 2016 - 2020e
Table 6: The largest cement companies in the world, 2019
Table 7: Some good limestone areas in the North and Central
Table 8: Investment capital of typical projects
Table 9: Comparison of free lime (Fr.Cao) in calcined clinker from Chinese and G7 furnaces
Table 10: Major cement projects are invested in construction in 2019
Table 11: Domestic market share of cement consumption by enterprise, Q1 / 2020
Table 12: Ranking of the largest cement exporting countries in the world, 2017 - 2018
Table 13: List of seaports in cement plants
Table 14: List of factories suspended and postponed from the master plan
Table 15: Top 10 cement enterprises with the largest revenue in 2018
Table 1: Environmental Protection tax applied from January 2012
Table 2: Royalties applied from February 1, 2014
Table 3: Import and Export Tariffs applied from 2016
Table 4: Cement production output of some countries, 2019
Table 5: Cement production capacity of Southeast Asia and Oceania countries, 2015-2020
Table 5: Domestic demand for some ASEAN countries, 2016 - 2020e
Table 6: The largest cement companies in the world, 2019
Table 7: Some good limestone areas in the North and Central
Table 8: Investment capital of typical projects
Table 9: Comparison of free lime (Fr.Cao) in calcined clinker from Chinese and G7 furnaces
Table 10: Major cement projects are invested in construction in 2019
Table 11: Domestic market share of cement consumption by enterprise, Q1 / 2020
Table 12: Ranking of the largest cement exporting countries in the world, 2017 - 2018
Table 13: List of seaports in cement plants
Table 14: List of factories suspended and postponed from the master plan
Table 15: Top 10 cement enterprises with the largest revenue in 2018
