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Your current location :Home > News > Serious excess capacity steel industry Mo lightly warmer

Serious excess capacity steel industry Mo lightly warmer

According to the China Iron and Steel Association statistics show that in October, and medium-sized steel enterprises realized a total profit of 1.716 billion yuan, down 47.46%; 18 loss-making enterprises, the chain increased 4, the loss reached 20.93%. This makes the industry once again feel the chill.
third quarter of this year, due to the increased market demand for downstream steel industry boom slightly. After three quarters of the steel industry sentiment index rebounded 0.3 points from the previous quarter, the steelSerious excess capacity steel industry Mo lightly warmer, industry profit status also appeared to improve. July, medium-sized steel enterprises realized a total profit of 2.301 billion yuan, the chain profitability; August, a total profit of 3.116 billion yuan, growth of 35.42%; September, a total profit of 3.266 billion yuan, growth of 4.82%. This makes some people had a warmer feeling. And entering the fourth quarter, October and medium-sized steel enterprises economic decline, combined with the poor performance of the first half, then the industry is far from the end of winter.
judging from industry fundamentals, as Chinas steel industry, high-growth phase is over, serious excess capacity, market oversupply, coupled with the lack of iron ore right to speak, the industry will continue to be in the low growth, low profitability running posture. The current period of time, improved steel market prices to improve profitability of steel prices, with only slight changes in the degree of meaning. In essence, the steel industry did not break the deadlock, the main tone profit operations is difficult to change. Take only the key indicators on sales, in the third quarter steel industry profit margin was 1.1% (preliminary seasonally adjusted), far below the national industry average profit margin of 5.5%. January to October, sales of medium-sized steel enterprises profit margin of only 0.43%, has been losing edge.
view of this, the steel industry in the short-term recovery for the industry not illusions, but the industry should see a major adjustment of inevitability and long-term, to seize the main contradiction of excess capacity to effectively solve the problem of extensive development. It will be a matter of the healthy development of the steel industry battle.
Recently, the State Council promulgated the "serious excess capacity to resolve conflicting guidance" for the steel industry to resolve the serious problem of excess capacity provided policy guidelines. Overcapacity in the steel industry as a large, compressed capacity of 80 million tons over the next five years. As the largest province of Hebei Iron and Steel, the brunt of the compression capacity of 60 million tons planned. November 24, in Tangshan, Hebei Province, Handan and Chengde other three focus demolished eight Blast Furnace 10, converter 16, a total reduction of 4.56 million tons of iron production capacity, steel production capacity 6.8 million tons, started the Hebei resolve excess capacity, "the first shot." Open bow is no turning back. Only the steel industry to withstand pain, focus on tackling total Yajian and industrial upgrading both hands, in order to have wrought major changes to achieve the quality and efficiency of development.

据中国钢铁工业协会统计数据显示,10月份,大中型钢铁企业实现利润总额17.16亿元,环比下降47.46%;亏损企业18户,环比增加4户,亏损面达到20.93%.这让业界再度感受到寒意.

今年三季度,由于下游市场需求有所增加,钢铁业景气度略有回升.三季度中经钢铁产业景气指数较上季度回升0.3点,钢铁业利润状况也出现好转.7月份,大中型钢铁企业实现利润总额23.01亿元,环比扭亏为盈;8月份,实现利润总额31.16亿元,环比增长35.42%;9月份,实现利润总额32.66亿元,环比增长4.82%.这让一些人士产生了回暖的感觉.而进入四季度,10月份大中型钢铁企业经济效益又环比下降,再结合上半年较差的表现,则说明行业的冬天远没有结束.

从行业基本面判断,由于我国钢铁业高增长阶段已过,产能严重过剩,市场供过于求,加上铁矿石话语权缺失,行业将持续处于低增速、低盈利运行态势.当前一段时间,钢市行情的好转,钢企盈利的改善,只具有些许的程度变化意味.实质上,钢铁业困局并未打破,微利运营的主基调难以改变.仅拿销售利润率这项关键指标来看,三季度钢铁业销售利润率为1.1%(经初步季节调整),远低于全国工业平均销售利润率5.5%.1至10月,大中型钢铁企业的销售利润率仅为0.43%,一直处于亏损边缘.

有鉴于此,钢铁业不能对于行业短期内复苏抱有幻想,而应看到行业大调整的必然性和长期性,抓住产能过剩这个主要矛盾,切实解决粗放发展的问题.这将是一场事关钢铁业健康发展的攻坚战.

近期,国务院出台《关于化解产能严重过剩矛盾的指导意见》,为化解钢铁等行业产能严重过剩矛盾提供了政策指引.钢铁业作为产能过剩大户,将在未来5年压缩8000万吨以上的产能.河北作为钢铁第一大省,则首当其冲,计划压缩产能6000万吨.11月24日,河北省在唐山、邯郸、承德等3地集中拆除了8家钢铁企业高炉10座、转炉16座,共减少炼铁产能456万吨、炼钢产能680万吨,打响了河北化解过剩产能的“第一枪”.开弓没有回头箭.钢铁业惟有经受阵痛,着力攻坚,总量压减和产业升级两手抓,才能有脱胎换骨的变化,实现质量效益型发展.