Handling roundtable London, July 6 th, 2005

Transcription

1 Handling roundtable London, July 6 th,

2 Nexans Group Jean-Philippe Machon Corporate Marketing Vice President

3 A worldwide leader (1/2) 4.9 Billion Euro sales in 2004 The most complete range of energy and telecom cables and cabling systems Sales by activity* Sales by destination* Electrical Wires 24 % Asia 5 % RoW 5 % North of America 17% Telecom 14 % Energy 62 % Europe 73 % * Based on sales at constant metal prices 3

4 A worldwide leader (2/2) In million Sales (at current metal prices) Operating Profit 4,096 4, % % Net Income 57 x

5 More than 100 years of experience Société Française des Câbles Electriques Becomes Compagnie Générale des Câbles de Lyon Merger with Compagnie Générale d Electricité Part of Alcatel: Alcatel Cable Creation of Nexans First listing on Euronext (Paris) Continuous growth and acquisitions: Société Industrielle des Téléphones, Thomson-Jeumont Câbles, Kabelmetal Elektro (Germany), Berk Tek (United States), Kukdong (South Korea), Furukawa cabos de Energia SA (Brazil), Liban cables (Lebanon), 5

6 Global presence Plants in 29 countries and commercial activities in 65 countries 20,000 local experts Mastery of national and international standards 6

7 Expertise dedicated to 3 key markets Building 24% Industry 40% Infrastructure 28% 7

8 Global cable expertise for shipbuilding Hybrid energy & data cables Optical Fiber Telephone cables LV energy cables Maritime LAN cables Sensor measurement and fieldbus cables Coaxial cables & Cat7 solutions Winding wires High and Low Voltage energy cables Thin-wall LV cables Instrumentation & Control cables 8

9 Complete, innovative and reliable solutions for material handling systems Rubber flat cables Rubber round cables Rubber sheathed optical fiber PVC flat cables Pendant cables Standard reeling cables Heavy-duty rubber cables High-stress rubber cables Reeling and strong reeling rubber optical fiber Flat reeling cables Rubber spreader cables 9

10 State of the art technologies The thinnest cable: diameter of 12 microns The most powerful cable: 550,000 Volts The most resistant cable: up to 1,000 C The longest cable: 125 km The deepest undersea cable: 2,300 m water depth The heaviest cable: 123 kg per meter 10

11 Building the future through innovation 1 international research center 9 competence centers 450 researchers, engineers and technicians 420 families of patents registered An average of 2 new products per week Leading position in advanced technologies: High data transmission capacity Insulation material Plastic Optical Fiber Superconductors Safety: fire behaviour of cables 11

12 Worldwide Handling market

13 Demand for freight transportation World Area Forecast Worldwide transportation will strongly increase up to 200% until 2050 Source : Transport and communication bulletin for Asia and Pacific 13

14 Handling Market Industrial handling equipments Stability or low growth (less than 5% ) in industrialized areas or countries as US, Japan, South Korea and Europe Important growth (about 10 %) in Asia (mainly in China ) High end segment: worldwide transportation will strongly increase up to 100% in 2030 with maritime ports extensions which required big volume of gantry cranes in a short term period Main areas: China, South Korea, Taiwan and Singapore, North America, Dubai, Europe 14

15 China Economy Driven Robust China trade prolonging an upcycle in global shipping sector 40% of China s economy depends on its foreign trade China effect maintains the drive of exported finished goods to US and to Europe China economy growth makes intense demands on seaborne transport 1,400 1,200 1, China Trade with the world (in billion US$) Exports Imports Total Source: PRC General Administration of Customs, China's Customs Statistics Growth ( 04 over 03) EXP : 35.4% IMP : 36.0% TOTAL: 35.7% 15

16 China Container Throughput Outlook Mainland container throughput reached 62 mil TEUs in 2004, 70,000 60,000 Hong Kong Shanghai Shenzhen plans 140 mil in 2010, China container traffic grows 20% per annum by ,000 40,000 30,000 20,000 A rational distribution of China s container ports. Hong Kong, Shanghai, Shenzhen is ranked the world s 1st, 3rd, 4th, generate 60% of China s container throughputs 10, Tianjing Dalian Bohai Bay Yangtze River Delta Qingdao Shanghai (source: China Ministry of Communication) Pearl River Delta Guangzhou Xiamen Shenzhen HongKong Ningbo 16

17 Customer segmentation End users, e.g. port authorities, railway authorities, steel factories, power plants Reel/festoon manufacturers, e.g. Stemann, Delachaux, Vahle, Cavotec, Wampfler, Hillmar Crane manufacturers, e.g. ZPMC, SPMP, Kalmar, Noell, Mitsui, Mitsubishi, Fantuzzi-Reggiane, Hyundai, Liebherr, KCI, Demag, Sumitomo, Kunz Contractors, e.g. Siemens, ABB, Alstom, PBI, Cegelec, Mitsubishi, Samsung 17

18 Customers in the high end market High end market = high technology Worldwide OEM s for motorized trolley systems - high speed reeling systems - spreader systems OEM s local or worldwide festoon and reel manufacturers as KCI, Wampfler, Delachaux, Cavotec, Stemman, Vahle, Gantry cranes manufacturers as ZPMC, Kalmar, Hyundai, Noell Cranes, Konecranes, IMPSA, Liebherr, Paceco, Mitsubishi,... Gantry Port Authorities for maintenance or refurbishment 18

19 High end market dynamics Limited number of customer worldwide for each application: Container terminals / bulk terminals (end users) Reel/festoon manufacturers (OEM s) Crane manufacturers (OEM s) Contractors Limited number of manufacturers for special high end crane cables Pirelli/Palazzo Draka/BIW Nexans Fujikura The high end market is not characterized by national standards but by cable manufacturers standards/design technical differentiation is possible 19

20 Main Customers expectations Complete range of products of products and cabling solutions Short delivery times Special cables for a new generation of cranes and large containers handlers Technical support for high-end products and fast repair services New products for higher performances (lighter, smaller, etc.) Source : Roland Berger analysis 20

21 Nexans offer Roland Carrière Product Manager for Handling Cables

22 Applications (1/2) Industrial energy supply systems in various activities: Standard or special bridge cranes Hoists Tower cranes for building construction Industrial elevators Spring operated reels Motor-driven cable reels (mono-spiral or cylindrical) Drag chains 22

23 Applications (2/2) High end segment for freight terminals (rail, container and bulk ports) on gantry cranes (as STS, RTG, RMG, stacker reclaimer,...) High speed cable trolley systems Motorized-driven medium voltage cable reels Spreader systems Reel spreader Basket spreader 23

24 Complete, innovative and reliable solutions for material handling systems Rubber flat cables Rubber round cables Rubber sheathed optical fiber PVC flat cables Pendant cables Standard reeling cables Heavy-duty rubber cables High-stress rubber cables Reeling and strong reeling rubber optical fiber Flat reeling cables Rubber spreader cables 24

25 Handling Cables FESTOON REELING SPREADER SPECIALS 25

26 Handling Cables / Festoon Cable Solutions for FESTOON applications 26

27 Festoon / Nexans Products FLAT FORM ROUND FORM H07VVH6-F Flat PVC cables RHEYFLAT-N NGFLGOEU-J, (N)GFLCGOEU-J Special Halogen free flat cables RHEYFESTOON (N)3GRD5G, (N)3GRDC5G RHEYCORD-OFE M 27

28 Festoon / Key benefits Key benefit for the customer We use the extra heavy duty outer sheath compound 5GM5 for our high speed festoon solution RHEYFESTOON LONGER LIFETIME! 28

29 Handling Cables / Spreader Cable Solutions for SPREADER applications 29

30 Spreader / Nexans products DRUM SPREADER RHEYCORD(RTS) spreader (N)SHTOEU-J BASKET SPREADER RHEYCORD(BS) YSLZ3SOE 30

31 Spreader / Key benefits Key benefit for the customer Higher tensile strength with the same outer diameter (up to +46%) due to optimized high end aramid strength members used in NEXANS drum spreader cables Protect the environment! Lead free solution for basket spreader operation 31

32 Complete and reliable cabling solutions Frank Mueller Product Manager Handling Cables 32

33 Handling Cables / Reeling Cable Solutions for Reeling applications 33

34 Reeling / Nexans Products ROUND FORM FLAT FORM RHEYCORD(RTS) (N)SHTOEU BUFLEX DGR RHEYFIRM(RTS) (N)TSCGEWTOEUS with/without OFE BUFLEX SEM with/without OFE RHEYCORD-OFE R RHEYCORD-OFE SR RHEYCORD-PUR R RHEYFIRM(RS)-FLAT (N)TSFLCGCWOEUS with/without OFE 34

35 Reeling / Key benefits Key benefit for the customer RHEYFIRM(RTS): Extreme high tensile load due to a non metallic strength member combined with a reinforcement braid consist of high performance synthetic threads developed in the automotive industry. Special solutions for high speed RMG applications up to 240 m/min with integrated steel strength member 35

36 Reeling Cables Comparison MV reeling cables Competition (N)TSCGEWTOEUS(RTS) 6/10 kv 3x25+3x25/3 Tensile Strength: N % (N)TSCGEWOEU 6/10 kv 3x25+3x25/3 Tensile Strength: N (N)TSCGEWTOEUS 8,7/15 kv 3x70+3x35/3 Diameter: mm Weight : ca kg/km -7 % - 11 % (N)TSCGEWOEU 8,7/15 kv 3x70+3x35/3 Diameter: 52,9-56,9 mm Weight: ca kg/km 36

37 Special Cables Special Sandwich outer sheath construction RHEYFIRM(RTS) Nennspannung Outer sheath: Splitted 0,6/1 in 2 kvlayers (inseparable vulcanized together) 1 st layer smooth the structure of the braid 2 nd layer guarantee the roundness Inner sheath: 3 rd and 4 th layer Technical advantages: less tendency to slide on the outer sheath (deflection pulleys) longer lifetime high flexibility in combination with high mechanical tenacity stronger/tougher construction when the traditional constructions 37

38 Special Cables / Key benefits Key benefit for the customer NEXANS realize extreme thinner outer dimensions and weight (more than 40%) in the flat reeling cable solution RHEYFIRM(FLAT) compl. reeling system become cheaper - more length on one drum 38

39 Special Cables / Key benefits Key benefit for the customer NEXANS developed the new cable generation RHEYCORD-PUR R which can be used in spring operated reels and drag chains only one stock keeping for both applications! 39

40 Special Cables Special Cables for crane application RHEYFLEX-PN and BOITALYON (pendant cables) RHEYFIRM(SI) NTMCGCWOEUS 40

41 Some success stories 1. Delivery of Rheyfirm (RTS) with OFE to Container Port Tanjung Pelepas, Malaysia (amongst the 30 biggest and most important Container Ports in the world) (2003) 2. First orders from the Benelux ports ECT Rotterdam (biggest European Container Port), RSC, EEVC, Verbrugge Terminal, HNN Antwerp, P&O Antwerp for QSC application of Spreader, Festoon and Reeling Cables ( ) 3. First order from the crane manufacturer Mitsui/ Japan for PSA/ Singapore for MV-Rubber cable 4. First orders from China via Stemman for flat MV-Rubber Cable for reeling application ( ) 5. First Order for Container Port Tianjin (among top 30) via PBIMH for Rheyfirm (RTS) (2003) 6. Orders from ZPMC, China (world leading crane manufacturer) and Doosan (big crane manufacturer in Korea), cable types Rheyfirm (RTS) and Rheyfestoon 7. BUFLEX SEM 20 kv - cable for Wampfler Netherlands (1 km for container crane application) 8. BUFLEX SEM 6 kv - cable for Delachaux Korea 41

42 The Handling plants Lyon Plant / France Total area 120,000 m² Employees 390 Moenchengladbach Plant / Germany Total area 172,000 m² Employees

43 Questions & Answers