[编译]巴基斯坦水泥出口稳健增长，国内需求萎靡不振
最新数据显示，巴基斯坦水泥行业的产能利用率（2023年7月至2024年4月期间）降至54.6%，达到有记录以来的最低水平……
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由于海啸的破坏，灾后重建使印度南部的水泥销售量有所上升，水泥需求量的多少要看政府如何快速有效地开始住宅和建筑重建。印度政府部门将花费三百亿印度卢布修复和重建受海啸影响的地区。水泥生产商们希望能存储部分水泥作为政府购买做重建家园和基础建设用。
在此次灾难中死去的灾民亲属可获得一笔赔偿金， 其中部分将用在住宅建设上，这反映在水泥销售的上升上。当然水泥的消耗量要看灾民是否自己重建或政府为他们重建住宅。同时岛屿上的防护设施建设也将使水泥需求增加。海啸破坏了印度部分海军和空军基地，这些基地对水泥的需求是较大的。
从百分比上看，受灾地区的水泥需求增加不是很多，除非政府改建一些临时的小棚。但从过去的记录看，印度政府并不鼓励将临时小棚改建成混凝土建筑。
原文：
Tsunami likely to push up cement offtake in South
Cement makers expect a small increase in the offtake of cement in Tamil Nadu, Kerala and the Andaman & Nicobar islands due to reconstruction efforts after the destruction caused by the tsunami.
A lot, however, depends on how efficiently and quickly the government begins reconstruction of houses and structures washed out by the giant waves.
The Union government is estimated to spend around Rs 3,000 crore on relief and reconstruction in the tsunami affected areas.
Cement makers hope to garner a part of this by way of the government’s purchase of cement for rebuilding homes and infrastructure in the region.
“Surely some part of the relief package will get translated into a higher offtake of cement for housing construction. The quantum will, however, depend on whether affected people rebuild their houses on their own or the government does it for them,” said a senior official at ACC, India’s largest cement producer.
Cement makers, however, expect a substantial jump in cement demand from the defence installations in the Andaman & Nicobar islands. The tsunami caused extensive damage to the Navy and Air Force bases on the islands.
“Defence purchases could be large; the details are, however, very sketchy at the moment,” said a senior official of an Andhra Pradesh-based cement company.
In percentage terms, companies project only a small increase in incremental demand in the affected states, unless the government decides to convert all temporary huts in permanent ones.
“The past record of the state government in house-rebuilding is not very encouraging. Every few years, huts along the coastal belt in Tamil Nadu and Andhra Pradesh get destroyed in cyclones, but the governments have never attempted to convert them into concrete houses,” said a senior official of a South-based cement maker.
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