Two Poles 08 Steel Industry
Hot blooded first half year
盈利大躍進(jìn)
In the first half of this year, Iron and steel industry For example, it is indeed a proud horse's hoof disease. In the hard times of hard profits, iron and steel enterprises enjoy the arrogant never seen before: in China's stock market, the most cattle are iron and steel stocks, Wuhan Iron and Steel shares, Baosteel shares, TISCO stainless steel...... They have become the biggest leading force in China's stock market.
In January 16th this year, China's largest steel Group one of WISCO held the eleven seven session of the staff congress. At the meeting, Wuhan Iron and Steel Group announced the goal of this year: the group produces 22 million tons of iron, 23 million 30 thousand tons of steel and 22 million 120 thousand tons of material. It is expected to achieve sales income of more than 100 billion yuan, realize profits 8 billion yuan, strive for more than 10 billion yuan, and reduce the cost of the whole year by 2 billion 800 million yuan.
In a profitable situation, Wuhan Iron and steel has proposed a grand goal of sprint billion. This is not impossible. Until September this year, the profit growth of Wuhan Iron and Steel Co. was still strong.
盡管其他鋼鐵公司可能沒有武鋼那樣的好成績(jī),但是,今年上半年,明確的是,鋼鐵行業(yè)形勢(shì)大好。有關(guān)數(shù)據(jù)顯示,2008年上半年,我國(guó)鋼鐵行業(yè)實(shí)現(xiàn)利潤(rùn)982.46億元,月均163.74億元,總體保持盈利高水平。
礦石價(jià)格飛漲
China's iron and steel enterprises' booming profits have been accompanied by the distress of happiness. China has been trying to gain the initiative to control international iron ore prices and control the soaring cost of raw materials. However, China's attempt failed.
在2月中旬,日本新日鐵公司與巴西淡水河谷達(dá)成協(xié)議,鐵礦石協(xié)議價(jià)格比上年上漲65%。隨后,中國(guó)鋼鐵企業(yè)進(jìn)行了些許抵抗,但沒有效果。不久之后,寶鋼就宣布,同淡水河谷達(dá)成協(xié)議,漲幅同前。至此,業(yè)內(nèi)外人士均認(rèn)為,全球鐵礦石談判將就此結(jié)束,因?yàn)榘凑諊?guó)際慣例,只要三大鐵礦石供應(yīng)方之一與全球最大型鋼鐵企業(yè)之一達(dá)成協(xié)議,其他供應(yīng)商或鋼鐵企業(yè)都將遵守此協(xié)議。
However, something unexpected happened. This year, Australia's two largest iron ore suppliers, BHP Billiton and Rio Tinto, have not followed the usual practice. They have raised higher demand for prices and are very hardworking. After several struggles, Chinese steel companies were forced to accept the "humiliating" contract of the highest iron ore price increase of 96.5%.
傳統(tǒng)的鐵礦石價(jià)格談判機(jī)制就此瓦解。連續(xù)6年漲價(jià)之后,鐵礦石價(jià)格累積漲幅已超過200%,可是各大鐵礦石巨頭依然沒有滿足的樣子,他們都集體表示,2009年鐵礦石價(jià)格還將上漲,因?yàn)橹袊?guó)需求巨大,鐵礦石依然供不應(yīng)求。
Cool the second half of the year
全球裁員減產(chǎn)
Neither the iron and steel manufacturing industry nor the iron ore suppliers did not expect that in the second half of the year, the US financial crisis broke out and the global economy was plunged into recession. Due to the sharp decline in demand, hot steel was poured into the cool water by sudden ice water.
In December, Agneli, President of iron ore producer vale, called on the Brazil government to revise strict labour laws to reduce the cost of the company's layoffs and help them cope with the financial crisis better. Agneli said that the revision of the labour law is just a temporary measure to deal with the current crisis. He also said he would be willing to accept a pay cut before the company could improve.
Not long ago, Vale said that in response to the financial crisis, it has laid off 1300 people worldwide and has arranged up to 5500 employees to take collective leave. In addition, there are 1200 employees "off job training".
與此同時(shí),淡水河谷宣布減產(chǎn)鐵礦石3000萬噸,并減少在法國(guó)、挪威和印度尼西亞等國(guó)的生產(chǎn)。與淡水河谷的大幅度裁員相比,力拓的裁員幅度有過之而無不及。力拓聲稱,將裁員1.4萬人,資本投資減逾50%,并出售重要資產(chǎn),力爭(zhēng)使明年的凈債務(wù)削減100億美元。
Pohang iron and Steel said that due to the global economic downturn and the low operating rate of downstream industries such as automotive appliances, in response to the reduction in steel demand and price declines, it decided to cut output by 200 thousand tons in December and reduce 370 thousand tons in January next year, the first time in the history of the company's reduction.
Earlier, the world's largest steel producer, Ansai Le Mittal, said it had laid off 9000 people worldwide, of which 6000 were European employees. Ansai Le Mittal said that the layoffs are part of its $1 billion spending cuts and will be carried out through voluntary turnover, accounting for about 3% of the company's total number of employees worldwide.
金融危機(jī)加反傾銷
中國(guó)的情況也好不到哪里去。我國(guó)鋼鐵生產(chǎn)在6月份達(dá)到最高峰,然后逐步下滑。其中11月粗鋼產(chǎn)量創(chuàng)下30個(gè)月來的新低。
The latest data show that in November, China's iron and steel enterprises fell into losses in the whole industry, with a loss of up to 12 billion 770 million yuan. Faced with the grim situation, Xu Lejiang, chairman of Baosteel Group, said Baosteel has entered the most difficult period. Wugang also heard the news of pay cuts. Major steel companies have announced cuts in production and savings.
進(jìn)入12月,情況看起來略有好轉(zhuǎn),主要表現(xiàn)在鋼材價(jià)格的大幅下跌之勢(shì)有所減緩,鐵礦石的價(jià)格也有所回升,鋼鐵生產(chǎn)大省河北的大中小鋼廠開始逐步恢復(fù)生產(chǎn),而寶鋼最近也上調(diào)了明年2月份的鋼材價(jià)格。然而,業(yè)內(nèi)人士表示,這只不過是反彈,鋼鐵企業(yè)的苦日子還會(huì)持續(xù)。中國(guó)鋼鐵企業(yè)一邊要和經(jīng)濟(jì)形勢(shì)作斗爭(zhēng),一邊還要受到國(guó)際社會(huì)的“反傾銷”大棒之苦。
12月10日,印度商工部對(duì)中國(guó)等7國(guó)和地區(qū)的冷軋不銹鋼發(fā)起反傾銷調(diào)查,其目的很明確,在經(jīng)濟(jì)危機(jī)之時(shí),以此來保護(hù)國(guó)內(nèi)鋼鐵企業(yè)。與此同時(shí),歐盟決定對(duì)從中國(guó)、俄羅斯、白俄羅斯進(jìn)口的焊管征收5年反傾銷稅,中國(guó)稅率高達(dá)90.6%,烏克蘭44.1%,白俄羅斯為38.1%,俄羅斯為20.5%。12月26日反傾銷稅率正式生效。
America's "anti-dumping" stick has never stopped for Chinese iron and steel enterprises. In August 1st this year, the US Department of Commerce and the International Trade Commission began reviewing the anti-dumping duty order applicable to China's export of fixed carbon steel products to the United States.
In December 5th, the US Commerce Department ruled that the termination of the above anti-dumping duty order could lead to the continuation or reoccurrence of dumping. Therefore, the anti-dumping measures will continue to be maintained.
Editor: vivi
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