Shandong Iron and Steel adjustment alleged new wine in old bottles in the industry suggested a slowdown compression
Release Date：2013-08-12 00:00 Source：http://www.ksyyc.com Click：
As
the country's only steel industry restructuring pilot provinces ,
Shandong recent series of force, even a two and a half times the text ,
the introduction of " compressed steel industry elimination of backward
production capacity to implement programs " and " Shandong Iron and
Steel ( 2.01,0.02,1.01 % ) corporate mergers and restructuring plan . " However,
iron-fisted control of steel Shandong provincial government also needs
to face the difficult restructuring of excess capacity , declining
benefits and other problems.
It is also the country 's steel industry Vital, after several years of efforts, the national steel industry adjustment quite ideal , obvious lesson is that companies adapt to the market decline. Enterprise scale, but profits fell sharply , even worse than the 2008 financial crisis .
The production capacity of the country Shandong eliminated the first time , I personally think that Shandong steel industry restructuring , the new wine in old bottles , a former steel industry adjustment strategy of continuity.
First, the consolidation of the steel industry in Shandong Province , the most immediate focus is out of production . This is not open around an issue , China's steel production capacity excesses that?
Chinese steel production capacity continued high release , long-term maintenance efficiency above 80% , even if the economic downturn in 2008 and 2009 , China's steel capacity utilization was 75.83% , 75.8% respectively . And that time , foreign steel production capacity is idle , the U.S. steel capacity utilization is significantly lower than 50 %.
High steel production this year will continue to be released. mysteel survey, in October of this year the country 133 enterprises in the iron and steel production , steel production line capacity utilization of 81.7% , wire capacity utilization rate of 88.1% , 80.9% hot-rolled coils , cold rolled coils was 88.1% , in the thick plate 83.1 %. China's steel industry operating rate is higher than the developed countries, the long-term , so personal judgment , China 's steel production capacity is reasonable overcapacity , higher equipment utilization , the national serious excess capacity does not exist .
Further asked , Shandong Province serious excess steel capacity it ? Zhejiang heat treatment , local steel production , different needs . Steel , Shandong province , in 2011 steel production 56,552,000 tons , ranking after Hebei, Jiangsu . But the per capita steel production in Shandong is not high, at 0.59 tons of steel production per capita / year, slightly higher than the national average of 0.51 tons . Similarly steel province , Hebei province per capita crude steel production was 2.3 tons / year, Liaoning Province, was 1.2 tons / year, Shanxi Province, nearly 1 ton / year, much higher than the per capita output in Shandong Province.
In addition , urbanization Shandong lag. Shandong Province, the urbanization rate in 2011 was 50.9% , significantly lower than the same area of Jiangsu and Zhejiang provinces, 10 percent , even lower than the national average of 51.3% . Meanwhile, Shandong in the east coast , in the middle and late industrialization , steel demand from the construction industry began to produce the transition , with the upgrading requirements. Therefore , urbanization construction steel demand , intertwined with industrialization in the late industrial steel demand , double the growth in demand , steel consumption in Shandong exuberant than some of the other areas .
Shandong Province in compressed capacity in order to improve operational efficiency of steel companies , this goal is difficult to achieve . Moreover, since the government-controlled steel production capacity , in fact, suited to protect the steel market . Governance overcapacity, the need for mental Dayu , sparse and not blocking, blocking as sparse , insisted Dos and Don'ts to market -oriented way , by improving environmental standards , and urge enterprises to strengthen technical innovation, improving competitiveness of enterprises. If you simply cut down how much capacity left to only protect the enterprise , reducing the steel market activity.
Secondly , another fulcrum Shandong Rizhao Steel adjustment is to build quality steel base . Shandong need to build coastal industrial base to meet future industrial development . But personal considerations , at this stage , Shandong Rizhao steel base construction , one should clarify the internal relations , followed by the construction of coastal bases to consider the costs and benefits .
Shandong Province, according to the "Twelfth Five-Year" plan steel industry , steel bases sunshine annual production capacity of 20.92 million tons of iron , steel 21.35 million tons , 20.58 million tons timber . According to the merger and reorganization plan, Shandong Iron and Steel Group on the basis of existing Jinan Steel, Laiwu Steel and other affiliated enterprises , based on the merger Qingdao Steel , Nippon Steel, Shiheng , Qilu Special Steel , Shandong, Fujian source other enterprises, the construction of Rizhao Steel boutique base.
Shandong Iron and Steel Group Rizhao quality steel base construction , the main obstacle is the presence of sunlight region has another ten million tons of private enterprise - Rizhao Steel Holding Group , and the business benefits good. Rizhao Steel reorganization issue, entanglement has been a long time, and now according to the published program , restructuring in two steps , the first step on steel joined Shandong Iron and Steel Group , Shandong Iron and Steel Group, as a member , subject to the overall planning of Rizhao steel base deployment ; Step Discussion the establishment of property rights as a link partnership.
Thus , Rizhao Steel may exist as a separate legal status , Shandong Iron and Steel Group is the ultimate form of investment property intervention. Rizhao area will be the presence of two strong companies , since there may be joint and not, compete with each other . The Rizhao Steel 's management , especially good cost control, the steel industry is famous for , with strong competitors with regional competition , particularly for state-owned Shandong Steel Group cruel .
Meanwhile , note that the current waterfront steel projects have to get together . Previous partial layout near the city 's steel industry , the northern inland , coastal and now state advocates Steel layout , inland enterprises to abandon the previous basis , abolish the existing production capacity , have a blank coastal construction steel companies .
Now, Linhai steel projects have to get together . Baosteel, Wuhan Iron and Steel base approved coastal Guangdong and Guangxi started , the inclusion of the "Eleventh Five-Year" period , " the steel industry restructuring and revitalization plan" Caofeidian Hebei , Shandong Rizhao , Zhanjiang, Guangdong , Guangxi Fangchenggang four new steel bases , only Rizhao implementation has not yet been approved .
It is also the country 's steel industry Vital, after several years of efforts, the national steel industry adjustment quite ideal , obvious lesson is that companies adapt to the market decline. Enterprise scale, but profits fell sharply , even worse than the 2008 financial crisis .
The production capacity of the country Shandong eliminated the first time , I personally think that Shandong steel industry restructuring , the new wine in old bottles , a former steel industry adjustment strategy of continuity.
First, the consolidation of the steel industry in Shandong Province , the most immediate focus is out of production . This is not open around an issue , China's steel production capacity excesses that?
Chinese steel production capacity continued high release , long-term maintenance efficiency above 80% , even if the economic downturn in 2008 and 2009 , China's steel capacity utilization was 75.83% , 75.8% respectively . And that time , foreign steel production capacity is idle , the U.S. steel capacity utilization is significantly lower than 50 %.
High steel production this year will continue to be released. mysteel survey, in October of this year the country 133 enterprises in the iron and steel production , steel production line capacity utilization of 81.7% , wire capacity utilization rate of 88.1% , 80.9% hot-rolled coils , cold rolled coils was 88.1% , in the thick plate 83.1 %. China's steel industry operating rate is higher than the developed countries, the long-term , so personal judgment , China 's steel production capacity is reasonable overcapacity , higher equipment utilization , the national serious excess capacity does not exist .
Further asked , Shandong Province serious excess steel capacity it ? Zhejiang heat treatment , local steel production , different needs . Steel , Shandong province , in 2011 steel production 56,552,000 tons , ranking after Hebei, Jiangsu . But the per capita steel production in Shandong is not high, at 0.59 tons of steel production per capita / year, slightly higher than the national average of 0.51 tons . Similarly steel province , Hebei province per capita crude steel production was 2.3 tons / year, Liaoning Province, was 1.2 tons / year, Shanxi Province, nearly 1 ton / year, much higher than the per capita output in Shandong Province.
In addition , urbanization Shandong lag. Shandong Province, the urbanization rate in 2011 was 50.9% , significantly lower than the same area of Jiangsu and Zhejiang provinces, 10 percent , even lower than the national average of 51.3% . Meanwhile, Shandong in the east coast , in the middle and late industrialization , steel demand from the construction industry began to produce the transition , with the upgrading requirements. Therefore , urbanization construction steel demand , intertwined with industrialization in the late industrial steel demand , double the growth in demand , steel consumption in Shandong exuberant than some of the other areas .
Shandong Province in compressed capacity in order to improve operational efficiency of steel companies , this goal is difficult to achieve . Moreover, since the government-controlled steel production capacity , in fact, suited to protect the steel market . Governance overcapacity, the need for mental Dayu , sparse and not blocking, blocking as sparse , insisted Dos and Don'ts to market -oriented way , by improving environmental standards , and urge enterprises to strengthen technical innovation, improving competitiveness of enterprises. If you simply cut down how much capacity left to only protect the enterprise , reducing the steel market activity.
Secondly , another fulcrum Shandong Rizhao Steel adjustment is to build quality steel base . Shandong need to build coastal industrial base to meet future industrial development . But personal considerations , at this stage , Shandong Rizhao steel base construction , one should clarify the internal relations , followed by the construction of coastal bases to consider the costs and benefits .
Shandong Province, according to the "Twelfth Five-Year" plan steel industry , steel bases sunshine annual production capacity of 20.92 million tons of iron , steel 21.35 million tons , 20.58 million tons timber . According to the merger and reorganization plan, Shandong Iron and Steel Group on the basis of existing Jinan Steel, Laiwu Steel and other affiliated enterprises , based on the merger Qingdao Steel , Nippon Steel, Shiheng , Qilu Special Steel , Shandong, Fujian source other enterprises, the construction of Rizhao Steel boutique base.
Shandong Iron and Steel Group Rizhao quality steel base construction , the main obstacle is the presence of sunlight region has another ten million tons of private enterprise - Rizhao Steel Holding Group , and the business benefits good. Rizhao Steel reorganization issue, entanglement has been a long time, and now according to the published program , restructuring in two steps , the first step on steel joined Shandong Iron and Steel Group , Shandong Iron and Steel Group, as a member , subject to the overall planning of Rizhao steel base deployment ; Step Discussion the establishment of property rights as a link partnership.
Thus , Rizhao Steel may exist as a separate legal status , Shandong Iron and Steel Group is the ultimate form of investment property intervention. Rizhao area will be the presence of two strong companies , since there may be joint and not, compete with each other . The Rizhao Steel 's management , especially good cost control, the steel industry is famous for , with strong competitors with regional competition , particularly for state-owned Shandong Steel Group cruel .
Meanwhile , note that the current waterfront steel projects have to get together . Previous partial layout near the city 's steel industry , the northern inland , coastal and now state advocates Steel layout , inland enterprises to abandon the previous basis , abolish the existing production capacity , have a blank coastal construction steel companies .
Now, Linhai steel projects have to get together . Baosteel, Wuhan Iron and Steel base approved coastal Guangdong and Guangxi started , the inclusion of the "Eleventh Five-Year" period , " the steel industry restructuring and revitalization plan" Caofeidian Hebei , Shandong Rizhao , Zhanjiang, Guangdong , Guangxi Fangchenggang four new steel bases , only Rizhao implementation has not yet been approved .
