受金融危機牽連,房地產業,汽車行業、造船業經營情況不佳,對鋼鐵產品需求減少,鋼價大幅下滑,分析師表示,中國鋼鐵行業應積極調整發展策略應對金融危機。
自07nianxiatianmeiguocidaiweijifashengyilai,meiguojinrongyehefangdichanyezaoshouzhongchuang,huaerjiejidatouziyinxingxuanbupochanhuobeishougou。youhuaerjiejinrongweijiyinfadezhechangquanqiuyoushiyilaizuidaguimodejinronghaixiaozhengjinyibukuoda,fangjiadiediebuxiu,qichexingye、造船業等行業也受到牽連。由於房屋供應過剩和需求走軟,預計美國的住房投資將在2009年nian上shang半ban年nian之zhi前qian進jin一yi步bu下xia降jiang。由you於yu股gu市shi下xia跌die和he就jiu業ye形xing勢shi的de惡e化hua,潛qian在zai的de購gou房fang者zhe對dui經jing濟ji前qian景jing的de擔dan憂you很hen難nan在zai近jin期qi緩huan和he,而er房fang市shi的de持chi續xu低di迷mi又you讓rang很hen多duo購gou房fang者zhe認ren為wei房fang價jia仍reng有you進jin一yi步bu下xia行xing的de空kong間jian。中zhong國guo房fang市shi也ye同tong樣yang不bu樂le觀guan,2008年下半年以來,中國大部分的房地產市場先後進入了調整與轉型期,由於購房者觀望氛圍濃厚,中國的商品房銷售麵積2008年已持續下降。鋼材市場的低迷,一定程度上由於房地產業需求大幅下降。2008年以來,傳統鋼材需求大戶房地產市場陷入低迷,新開工項目同比大幅下降,導致鋼材需求大大減少。
汽車行業的情況也不容樂觀,目前,包括通用、豐田、福特等在內的巨頭均已調低了2008財年的盈利目標。最新報道顯示,僅9月美國汽車銷量平均下滑26%,創50nianlaizuidadiefu。quanqiuqicheyeyijingjinruweisuoqi,zhongguoqicheqiyesuiranbuzaixuanwozhongxin,danrengranshoudaobuxiaodeyingxiang。guoneipangdadezhizaoliang,ruobunengpanhuoxiangyingguojixiaoshouwangluo,kenengmianlinyanzhongchannengjiyaxiafazhanjiannandejumian。zaochuanyeduigangcaixuqiuchanshengleqiangdazhicheng,erjinzaochuanyeyeshoudaolechongji。jinrongweijidaolai,quanqiumaoyiweisuodaozhichuanzhidingdanliangdafuxiajiang,geguojingjijinrushuaitui,duiyudazongshangpindemaoyixuqiuxiajiangjiangtongguohangyunyedeshuaituichuandidaozaochuanye。youyujingjiquanqiuhuachengdubuduanjiashenhequanqiujinrongtixidechangqishiheng,zhechangyuanzimeiguodejinrongfengbao,bojifanweizhiguang、衝擊力度之強、liansuoxiaoyingzhikuaidoushiqiansuoweiyoude,tageishijiegeguojingjifazhanherenminshenghuodailaiyanzhongyingxiang,suizhejinrongweijizhujianxiangshitijingjiboji,gangtiexingyeyejiangmianlinzhongzhongweijiyutiaozhan,gangcaijiagezaijiaochangyiduanshijianrengjiangchuyuxiaxingtongdaozhong。
此次金融危機,對中國鋼鐵業而言是挑戰也是機遇。機遇方麵,首先,中國鋼鐵產品90%以上屬於內銷,雖然中國房地產行業景氣度持續低迷,汽車、機械製造行業運行情況也不樂觀,不過政府頻頻出台的措施也將對鋼鐵行業產生積極作用。目前,國務院批複的鐵路投資額已經達到2萬億元,其中在建項目的投資規模超過了1.2萬億;此外有消息稱,交通運輸部門正在醞釀一個未來3至5年內投資5萬億元的計劃,包括在建項目、已經規劃的項目和追加投資,將涉及公路、水路、港口和碼頭建設等。政府加大基礎設施建設將對拉動鋼材需求起到一定的作用。
qici,jinrongweijiweizhongguogangtieqiyebinggouguowaiqiyetigonglejihui。zhelishuodeguowaiqiye,baokuogangtieshengchanqiyeheyuanliaoshengchanqiye。zaijinrongweijidedabeijingxia,gangtiexingyemianlinjudafengxian,youzhengfubeijingdedaxingguoneigangtieqiyezijinshilixionghou,jiejinrongweijidajubinggouguowaigangtieshengchanqiyeyouliyuzhongguogangtiexingyehaiwaijianchang,jinerruzhuguojishichang,erbinggouguowaikuangqiyouliyuzhongguogangqiqudewendingdekuangshilaiyuan,bingweizhongguogangqiweilaizaitiekuangshitanpanzhonghuodegengduodehuayuquantigongyoulizhicheng。zhonggangjituanshougouzhongxibujituan,shougangyidazhejiagenizengchigengduoaodaliyatiekuangshigongsiguquan,angangnichizi1.6億澳元增持澳礦企金達必,中國鋼鐵企業海外並購越走越遠。
再(zai)次(ci),金(jin)融(rong)危(wei)機(ji)為(wei)國(guo)內(nei)鋼(gang)鐵(tie)企(qi)業(ye)間(jian)的(de)兼(jian)並(bing)重(zhong)組(zu)帶(dai)來(lai)了(le)契(qi)機(ji),一(yi)方(fang)麵(mian),部(bu)分(fen)經(jing)營(ying)不(bu)善(shan)鋼(gang)鐵(tie)企(qi)業(ye)在(zai)金(jin)融(rong)危(wei)機(ji)中(zhong)難(nan)以(yi)生(sheng)存(cun),將(jiang)退(tui)出(chu)市(shi)場(chang),另(ling)一(yi)方(fang)麵(mian),在(zai)鋼(gang)鐵(tie)行(xing)業(ye)低(di)迷(mi)的(de)時(shi)期(qi),會(hui)讓(rang)更(geng)多(duo)鋼(gang)鐵(tie)業(ye)者(zhe)頭(tou)腦(nao)清(qing)醒(xing)地(di)認(ren)識(shi)到(dao)未(wei)來(lai)的(de)出(chu)路(lu)和(he)方(fang)向(xiang),在(zai)鋼(gang)鐵(tie)行(xing)業(ye)利(li)潤(run)被(bei)壓(ya)縮(suo)甚(shen)至(zhi)部(bu)分(fen)生(sheng)產(chan)者(zhe)將(jiang)麵(mian)臨(lin)著(zhe)巨(ju)大(da)虧(kui)損(sun)的(de)特(te)殊(shu)時(shi)期(qi),借(jie)助(zhu)市(shi)場(chang)的(de)力(li)量(liang)進(jin)行(xing)大(da)規(gui)模(mo)洗(xi)牌(pai),推(tui)進(jin)鋼(gang)鐵(tie)業(ye)的(de)重(zhong)組(zu)大(da)步(bu)向(xiang)前(qian)。
zuihou,jinrongweijigeizhongguogangtieqiyedejingyingguanlinenglitishengdailaijiyu,zhongguogangtieyezaiciteshushiqi,zhengjijitiaozhengfazhancelve,yingduijinrongweijiduixingyedailaidechongji。muqian,gangtieqiyezhengcongjiaqiangchengbenkongzhi,tiaozhengdingjiacelvehexiaoshoucelve,yijizhidinggengweiyouxiaodejingzhengcelvezheshouyingduigangtiexingyedimiyunxingdejumian。gangtieyezhebuyueertongdijiangyanguangjizhongdaojienengjianpaihezheduizengqiangquanxingyedejingzhengli,jiaqiangquanxingyedeguifanyutiaozhengdoudayouyichu。
有機遇就有挑戰,金融危機給中國鋼鐵業帶來的負麵影響不容小覷,首先,中國鋼鐵出口形勢嚴峻。2008年中國1至9月累計出口鋼材4,850萬噸,而在2007年1至9月中國出口鋼材4,952萬噸,隨著越來越多的國家和地區對中國鋼鐵進行“雙反”調查,進而征收反傾銷反補貼稅,中國鋼鐵行業出口的形勢更加不容樂觀。
其qi次ci,雖sui然ran中zhong國guo在zai建jian和he擬ni建jian工gong程cheng眾zhong多duo,將jiang對dui拉la動dong鋼gang鐵tie行xing業ye需xu求qiu起qi到dao一yi定ding的de作zuo用yong,但dan是shi工gong程cheng提ti交jiao到dao上shang馬ma,以yi及ji工gong程cheng物wu資zi的de采cai購gou,都dou存cun在zai著zhe一yi定ding的de真zhen空kong期qi,而er在zai這zhe期qi間jian,中zhong國guo鋼gang鐵tie行xing業ye仍reng將jiang在zai“嚴冬”中zhong度du過guo。此ci外wai,中zhong國guo近jin年nian來lai投tou建jian的de鋼gang鐵tie工gong程cheng不bu乏fa扁bian平ping材cai,或huo者zhe可ke以yi說shuo,在zai對dui建jian築zhu鋼gang材cai過guo剩sheng的de擔dan憂you過guo後hou,對dui鋼gang材cai產chan品pin過guo剩sheng的de擔dan憂you已yi經jing轉zhuan移yi到dao扁bian平ping材cai上shang來lai了le。而er且qie基ji礎chu設she施shi建jian設she所suo需xu要yao的de長chang材cai居ju多duo,大da量liang的de扁bian平ping材cai工gong程cheng投tou產chan對dui中zhong國guo鋼gang鐵tie行xing業ye而er言yan仍reng是shi不bu小xiao的de壓ya力li。
再次,國內鋼價節節回落,鋼鐵業者經營情況不佳。統計數據顯示,9月國內重點鋼鐵企業(71家)實現利潤總額32.21億元,繼續呈現環比大幅下降趨勢;1至9月累計實現銷售收入20,982.03億元,同比增長39%,實現利潤總額1,326.26億元,同比增長13.13%。數據顯示,鋼鐵生產業利潤進一步壓縮。9月行業利潤同比下降72.9%,gangjiatongbizhangfudiyuyuancailiaozhangfu,xuqiudimidaozhidechanliangtongbixiajiang。youyuguoneijingjifanghuantongshichukouxiajiang,zhongguodegangcaixuqiuzaiguoqujigeyuezhongdafujianshao,youyuxuqiujianshaodaozhigangcaishengchanshangxuejianchanliang,2008年中國鋼材產量可能降至4.8億噸。
金融海嘯進一步擴大,房地產,汽車行業、造船業等行業景氣度持續低迷,給鋼鐵行業帶來極為不利的影響。中國鋼價大幅回落,自6月末以來,鋼價已經回落了30%至40%,xiayouxingyejingqiduxiajiang,duigangtiexuqiujianshao,jinyibudayagangtieshichang,gangtieshengchanqiyetingchanxianchandaozhijingyingxianrukunjing。buguo,xuqiudefanghuanyouliyutuidongguoneigangtiexingyetongguobinggoujinxingzhenghe,lingwaizhongguogangtiexingyemuqianzhengzaijijiqiangduotiekuangshiqiyekongguquan,nulitishengjingyingguanlinengli,xiangxinzhongguogangtieyedingnengduguozheduandimideshiqiyinglaixindefazhan。
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