Sab saum toj kaum steel tuam txhab uas muag yav tom ntej nruab nrab lub peev xwm lossis txog li 50 lab tons
Nyob rau lub 9th, txoj haujlwm Shanxi Iron thiab Steel Industry Structure Adjustment Fund tau tsim. Qhov no yog qhov nyiaj thib peb txij li qhov tsim ntawm Siyuan Iron thiab Hlau Kev Lag Luam Tsim Kev Siv Nyiaj los ntawm Baowu Hlau & Hlau Co., Ltd. hauv 2017 thiab thawj cov nyiaj nyob rau hauv pawg no pib los ntawm cov lag luam ntiag tug. Insiders hais tias nrog kev txhim kho ntawm kev lag luam steel hlau, kom muaj peev xwm tsim tau rau theem kawg ntawm kev txhim kho yav tom ntej ntawm kev lag luam hlau yuav hloov mus rau kev tsom mus rau kev siv zog thiab kev sib koom thiab kev tsim khoom, txhawm rau txhim kho cov kev lag luam steel .
Steel kev lag luam yuav tsum tau kho kom zoo
"Concentration yog qhov tsawg dhau yog qhov teeb meem loj tshaj plaws rau kev lag luam hlau yog ntsib." Allianz Metallurgical Chamber of Commerce, Beijing Jianlong Heavy Industries Group Co., Ltd. Chairman Zhang Zhixiang tau hais tias muab piv nrog cov teb chaws tsim, Tuam Tshoj txoj kev lag luam steel tseem yog qhov tsawg. Ua ntej 2015 ua piv txwv, cov Nyij Pooj Nyaum Nyab Xeeb 4 theem saum toj kawg nkaus muaj peev xwm ntau tshaj li 83.3%, rau sab saum toj plaub yog neeg hlau steelmakers muaj peev xwm ntau tshaj 70%, thiab sab saum toj yim steelmakers hauv EU muaj peev xwm ntau dua 64.9% Cov ntxhua steel ntau lawm tsuas yog 34.2% xwb.
Cov kev lag luam thiab kev sib tshuam ntawm cov lag luam steel raug nce, tab sis kev lag luam ua lag luam nyob rau hauv Suav teb cov kev lag luam hlau tsis tau raug tsa ceg. Nyob rau hauv 2015, lub concentration ntawm Tuam Tshoj tus hlau kev lag luam muaj tiag declined ntxiv. Raws li cov txheeb cais ntawm CISA, nyob rau hauv 2015, tag nrho cov khoom tawm ntawm plaub sab saum toj crude steel producers nyob rau hauv lub teb chaws accounted rau 18.5% ntawm lub teb chaws tag nrho, txo 0.1 feem pua ntawm 2014; ranking Muab tso tawm tag nrho cov saum toj kawg nkaus kaum kev lag luam rau 34.2% ntawm lub teb chaws tag nrho, down 0.8% los ntawm 2014.
Zhang Zhixiang tau hais tias tam sim no, ntau lub tuam txhab steel hlau yog cov me me hauv cov teev, nyuaj los tswj thiab muaj peev xwm heev txog kev raug nqi. Thaum muaj kev poob qis ntawm cov neeg xav tau, lawv yooj yim rau them nqi zog tsov rog thiab plunge mus ua vicious sib txeeb. Tib lub sij hawm, vim tsis muaj cov lag luam me me, nws yuav ua rau tsis tsim nyog innovation thiab kev loj hlob, kev txuag hluav taws xob thiab kev tiv thaiv ib puag ncig, cuam tshuam rau kev lag luam kev lag luam thiab muaj peev xwm tshaj qhov qub thiab kev siv hluav taws xob.
"Los ntawm kev sib koom los txhim kho kev lag luam, ntau qhov teeb meem tuaj yeem kho tau los ntawm kev sab laj. Cov kev coj tus cwj pwm yuav ua tau ntau dua, cov kev ua lag luam yuav muaj kev tshaj tawm meej, nyob rau lub ntsej muag ntawm cov lag luam thiab cov lag luam hauv chaw lag luam thiab cov nyiaj txiag yuav muaj qhov muaj nqi loj dua , ntau teg num, Zhang Zhixiang tau hais.
Steel M & A nyiaj kom accelerate lub lag luam
Qhov tseeb, nyob rau hauv kev sib txuas ntawm kev sib koom ua ke thiab kev koom tes ntawm cov lag luam steel hauv peb lub teb chaws, M & A cov nyiaj tau pib siv dag zog yuam txij li xyoo 2017.
Nyob rau lub 9th, Shanxi SDIC, Shantui Group, MCC Jingcheng thiab Jianlong Group co-sponsored lub tsev lag luam ntawm Shanxi Steel Kev Lag Luam Kev Tsim Kho Nyiaj. Nws lub hom phiaj siv kev sib koom tes nrog kev sib koom ua lag luam thiab kev ua lag luam raws li ib txoj kev los txhawb cov Tshuag Tshawb Lag Luam thiab kev tsim tshwj xeeb ntawm steel thiab nws txoj kev lag luam thiab cov lag luam nqes thiab kev lag luam thiab muab kev ua haujlwm thiab kev lag luam competitiveness los ntawm kev ua haujlwm tshiab thiab kev tswj tshiab. Nws tau tshaj tawm tias cov kev hloov nyiaj txiag yuav tsum tau tag nrho 50 billion yuan, thawj theem ntawm 50 billion yuan.
Zhang Zhixiang tau hais tias kev lag luam ntawm Shanxi Iron and Steel Industrial Structure Adjustment Fund yog pib los ntawm kev tsim ntawm Siyuan Iron thiab Hlau Kev Lag Luam Kev Tsim Kho Los ntawm Baowu. Tom qab Hebei Iron thiab Steel Group tau pib lub lag luam ntawm tus Phab Ntseg Phab Dej Phab Dej Raug Lag Luam Kev Lag Luam Kev Ua Lag Luam, qhov thib peb lub teb chaws steel kev lag luam qauv hloov cov nyiaj, Nws tseem yog thawj cov kev lag luam steel struct structural adjustment nyiaj sib koom tsim los ntawm cov khoom ntiag tug thiab cov khoom siv hauv lub xeev.
Wang Jun Biao, tus thawj tswj hwm ntawm Shanxi State-Peev Peev thiab Lag Luam Co., Ltd., tau hais tias qhov kev hloov nyiaj txiag ua ke yuav muab cov khoom lag luam hauv lub xeev thiab cov tuam txhab lag luam, koom ua lag luam hauv lub xeev cov chaw lag luam, hnia txoj kev loj hlob ntawm cov neeg ua lag luam, thiab koom nrog cov khoom noj nyob hauv Shanxi thiab lwm thaj chaw. Txhim kho qhov kev lag luam ntawm cov khoom lag luam thiab cov kev pabcuam los ntawm kev lag luam, rov kho cov khauj khaum ntawm cov tuam txhab teev npe.
Lub Plaub Hlis tim 7, 2017, Baowu Group tau ua tus tsim teeb tsa hauv Suav teb tus thawj cov peev nyiaj rau ntawm cov hlau - Siyuan Iron thiab Steel Industry Structure Adjustment Fund thiab npaj siab nce 40 billion yuan rau 80 billion yuan.
Zhou Zhuping, tus thawjcoj ntawm Warburg Investment, said steel hlau kev lag luam yuav nyob rau hauv kev lag luam hauv nqes dej nqus ntawm qhov kev lag luam lossis kev ncaj ncees, thiab kom tau txais kev tswj ntawm lub tuam txhab tsom tib lub sij hawm, kev lag luam ua ke thiab sib txuam tswv peev. Los ntawm kev txhim kho ntawm cov neeg tswj hwm, kev txhim kho ntawm cov khoom vaj khoom tsev thiab kev txhim kho ntawm pab pawg pabcuam, thiab lwm yam ntxiv, cov tub ntxhais tseem ceeb-ntxiv lag luam ntawm kev lag luam yuav pom tau thiab nws thiaj li raug rho tawm los ntawm kev teev npe thiab kev muag khoom kom muag.
Nyob rau lub Xya hli ntuj 28, 2017, Lub Tuam Txhab Txhim Kho Kev Lag Luam Co., Ltd. thiab Lub Koom Haum Hlau Group Co. kev hloov ua lag luam, kev ua lag luam, kev lag luam, kev lag luam, kev lag luam, kev lag luam, kev lag luam, kev lag luam, kev lag luam kev lag luam, kev lag luam kev lag luam hauv Hebei Province, Xeev.
Steel kev lag luam yuav txais tos qhov kev sib haum xeeb
Ntawm qhov one hand, lub xeev tau npaj siab kom ua tiav lub hom phiaj ntawm 60% concentration hauv steel kev lag luam los ntawm 2025; ntawm qhov tod tes, nce concentration kuj pabcuam cov kev xav tau ntawm cov tuamtsev kom loj dua thiab muaj zog tuaj. Lub tsib xyoos tom ntej no yuav yog qhov kev lag luam steel ua ke thiab kev sib tw ua txoj haujlwm nyob rau theem tseem ceeb.
Nyob rau lub Cuaj Hlis 2016, Lub Xeev Lub Tswv Yim muab cov tswv yim qhia txog Kev Txhim Kho thiab Kev Txhim Kho ntawm Zoom Cov Lag Luam hauv Hlau thiab Hlau Kev Lag Luam, hais tias los ntawm 2025, kaum sab saum toj steel cov lag luam yuav muaj 60% -70% , xws li 80 lab tons Peb mus rau plaub pawg-pawg-pawg, rau rau yim-yim-txhiab steel pawg, thiab qee cov kev ua lag luam steel.
Noj Hebei xeev ua piv txwv. Thaum xyoo 2020, cov kev lag luam hauv Hebei yuav raug txo kom tsawg ntawm 109 mus rau 60, tsim cov qauv "2310" ua ke thiab cov khoom siv. Kev tsim cov hlau loj loj thiab steel pawg ua pawg los ntawm Hegang thiab Shougang Group thiab tsim peb pawg loj loj pawg nrog private-owned steel cov lag luam nyob rau hauv lub khw lag luam thiab kaum cov khoom ntiag tug hlau nrog cov zoo ntawm cov khoom tshwj xeeb. Shanxi Xeev tseem npaj yuav txo nws cov kev sib txuas thiab kev txais los ntawm cov lag luam 27 lub tuam txhab dhau los mus txog 10.
Zhang Zhixiang ntseeg hais tias raws li theem ntawm kev lag luam tsim muaj kev pauv, lub sijhawm ntawm txoj kev siv hlau hnyav ua yuav dhau mus, thiab cov kev sib txawv ntawm cov hlau yuav ntxiv tshwm sim. Yuav muaj ib qho tshiab tsis txaus siab hauv ntau cov qauv. Vim li no, cov qauv khoom yuav tsis hloov kho, kev sib hloov ntawm cov khoom noj khoom haus yog qhov tseem ceeb.
Ma Guoqiang, Chairman ntawm Baowu Group, tau hais tias nrog cov kev ua tiav ntawm kev ua haujlwm tau-rau-ntau lawm, nws yuav dhau los ua kom yooj yim mus tsuas yog muaj peev xwm. Kev koom ua ke thiab kev ua haujlwm ntawm cov lag luam yuav yog ib txoj hauv kev los daws cov hlau ntau tshaj thiab nce kev lag luam.
Noj Beijing Jianlong piv txwv li, Shanxi Haixin Hlau & hlau Group, uas nws yav dhau los tau txais thiab kev rov nyiaj txiag rov qab los yog lub npe hu ua Shanxi Jianlong. Raws li qhov kawg ntawm 2017, Shanxi Jianlong 5 lab tons ntawm complementary ntau cov peev xwm txhua resume ntau lawm, nyiaj xyoo ntawm 1.63 billion yuan.
Zhang Zhixiang tau hais tias nws xav kom cov neeg tawg paj luam nyob rau hauv cov hlau kev lag luam mus txog 870 lab tons hauv xyoo 2017. Kom mus cuag lub hom phiaj ntawm 60% ntawm kev lag luam, qhov no txhais tau tias cov khoom nruab nrab ntawm cov saum toj kaum lag luam yuav ncav cuag 50 lab tons. Yav dhau los, Zhang Zhixiang tau qhia tias Jianlong Group yuav sib zog ua kom ob npaug ntawm nws qhov kev siv hlau ntau li ntawm tsib xyoos, qhov ntawd yog, los ntawm 2020, nws qhov kev tsim tau steel ntau yuav nce ntawm 26 lab tons mus txog 50 lab tons los ntawm kev sib koom ua ke thiab kev koom tes.
