Will the announcement of the list of the first batch of eliminated capacity in the steel industry have limited impact
will the announcement of the list of the first batch of eliminated capacity in the steel industry have limited impact
China Construction machinery information
Guide: on July 25, the Ministry of industry and information technology announced the list of the first batch of capacity elimination enterprises in the steel industry in 2013. So, can this news bring some coolness to the steel industry suffering from overcapacity? According to the feedback of many insiders, its role and influence may be extremely limited. On the other hand, this year's frequent environmental protection
on July 25, the Ministry of industry and information technology announced the list of the first batch of capacity elimination enterprises in the steel industry in 2013. Then, can this news bring some "coolness" to the steel industry suffering from overcapacity? According to the feedback of many insiders, its role and influence may be extremely limited. On the other hand, can the "wind of environmental protection" that has been blowing frequently this year "relay" in eliminating backward production capacity
this year, the steel industry eliminated the first batch of backward production capacity of 9.749 million tons
the Ministry of industry and information technology announced the list of the first batch of 19 enterprises in the industrial industry to eliminate backward production capacity this year, including iron making, steel making, coke, ferroalloy, calcium carbide, electrolytic aluminum, copper (including recycled copper) smelting, lead (including recycled lead) smelting, zinc (including recycled zinc) smelting, cement (clinker and mill), etc
according to the requirements of the Ministry of industry and information technology, strive to shut down the backward production capacity of enterprises listed in the announcement list by the end of September 2013, ensure that it is completely removed and eliminated by the end of 2013, and cannot be transferred to other regions
on the issue of "capacity transfer", the expression in 2012 is: "no transfer to other regions and surrounding countries", which is slightly different in expression, but there is no change in the time process
the list shows that the first batch of iron making this year eliminated backward production capacity, involving 9 enterprises, and plans to eliminate 13 blast furnaces with a volume of less than 450 cubic meters, with a total iron making capacity of 2.77 million tons; The first batch of steelmaking eliminated backward production capacity, involving 24 enterprises, with a total steelmaking capacity of 6.979 million tons, and a total of 9.749 million tons of backward production capacity
it is understood that in April, the Ministry of industry and information technology announced the task of eliminating backward steel production capacity this year, with iron making capacity of 2.63 million tons and steel-making capacity of 7.81 million tons
according to the announced task of eliminating backward production capacity, the iron making capacity has exceeded the planned task in April, and the steel-making capacity has not exceeded the planned task in April
impact or limited
"the amount is small, such as drizzle, but it's just scratching across the boots. It has little impact on the market." An industry insider said, "in the past, more people were required to be eliminated, and more were new. Now with the rapid development of science and technology, less people are required to be eliminated, and no one cares."
she bluntly said that in recent years, backward production capacity has been eliminated more and more. "Unless it goes bankrupt, there is no way. But this is unlikely."
it is worth mentioning that in the "list of enterprises with backward production capacity eliminated in steelmaking in 2013", the eliminated equipment is basically steel-making converters and electric furnaces of 30 tons or less. However, 60 tons of converters and 40 tons of electric furnaces (three respectively) are also "on the list"
insiders pointed out that one possibility is that although the volume of these equipment meets the standard, the energy consumption indicators are unqualified; Another possibility is that these devices have been eliminated before, and this time they are reported as a top up
a steel plant in Shandong is also on the list. However, according to people familiar with the matter, the 30 ton converters they "listed" had been eliminated as early as 2012 and replaced with 60 ton converters
"the Ministry of industry and information technology requires that it be eliminated by 2013. In fact, many equipment reported have been eliminated long ago. Such problems basically exist in every task of eliminating backward production capacity."
it is understood that since China issued the "iron and steel industry development policy" in 2005, "equipment capacity" has been the main standard to define the backward production capacity of the industry. In the process of eliminating backward production capacity, this practice mainly focuses on eliminating small and medium-sized enterprises and relatively backward processes. According to the latest industrial policy, the backward crude steel production capacity mainly refers to blast furnaces with less than 400 cubic meters, and converters and electric furnaces with less than 30 tons
it is noteworthy that at the end of 2011, when the Ministry of industry and information technology issued the target task of eliminating backward production capacity in 19 key industries in the industrial field during the 12th Five Year Plan period, it proposed that the standards for eliminating backward equipment should no longer be continuously improved, and that they should be mainly based on energy and material consumption and cleaner production standards, so as to avoid the negative effects of enterprises' continuous expansion and transformation of backward equipment in order to avoid elimination, resulting in substantial capacity expansion or misrepresentation of equipment capacity
insiders pointed out that from the past basis of equipment, but now we should adhere to and must adhere to the "one size fits all" standard, to now the relevant competent departments have admitted in public that the current policy impact testing machine is used to test the impact resistance performance of metal materials under dynamic load, which does not meet the development requirements of the steel industry, and have made improvements and modifications to the relevant management regulations. "In recent years, there have been major changes in attitudes and ideas in eliminating backward production capacity, but the specific effect still depends on its implementation."
environmental protection rectification: how powerful is the "smoke bomb"
then, can the frequent "environmental storm" this year play a role in overcapacity? Over the past years, environmental protection rectification seems to be regarded as a "smoke bomb"
"it should be said that the whole section of environmental protection still has a little effect. In the first ten days of July, the output of crude steel fell. And the government directly came to watch you. Why do you have to stop for face?" The person said
according to the statistics of China Steel Association, the average daily output of crude steel in China was estimated to be 2.083 million tons in early July, with a 10 day month on month decrease of 4.5%, the largest 10 day decline in the year, falling below 2.1 million tons for the first time since early April this year
however, why did the production reduction occur in early July? Is the output data and decline consistent with the actual situation? Researcher Wang Yizhou believes that the crude steel output statistics of CISA in early July may lag behind. In early July, the daily output of crude steel of CISA decreased, which should be the result of the production reduction at the end of June, and the range of production reduction may be greater than the actual situation
he pointed out that according to the survey, the actual production situation may be that in late June and early July, the crude steel output has fallen to the bottom, while in the process of profit improvement, the output has begun to recover gradually in early July
it is worth mentioning that in early July, according to the calculation of MRI cost model, the profit of rebar hit a new high in the year
the latest statistical data of CISA shows that the daily output of crude steel of key steel enterprises was 1.718 million tons in mid July, with a month on month increase of 1.4%; The daily output of crude steel is estimated to be 2.13 million tons nationwide, with a month on month increase of 2.4%
an analyst said that the impact of environmental protection policies may not be as great as expected. "In terms of economic development, there are some protective things at the local level. In the short term, the strength will not be as strict as the document says, and the policy flexibility is relatively large."
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