Statistics show that the average daily output of crude steel has increased from 1 1 16000 tons in June this year to 165000 tons. In terms of price, by July 17, the price index of China Steel Association had rebounded 14 weeks.
Zhu pointed out that although steel prices and output have rebounded, we should also pay close attention to other signals in the market. For example, in June, steel stocks in some big cities such as Beijing, Tianjin, Shanghai, Guangzhou, Shijiazhuang, Shenyang and Harbin increased, which actually shows that some new changes are taking place in the relationship between supply and demand.
In fact, as early as April, the Ministry of Industry and Information Technology issued the Emergency Communiqué on Curbing the Excessive Output Growth of the Steel Industry, and put forward six measures, such as resolutely curbing the excessive output growth, actively adjusting the variety structure, accelerating the elimination of backward production capacity, prohibiting the illegal construction of capacity expansion projects, strengthening technological transformation and enterprise management, and standardizing the trade order of steel and imported iron ore.
Zhu further explained to this notice yesterday that this is not an administrative order to limit the output of steel enterprises. He said that the Ministry of Industry and Information Technology hopes that steel enterprises can organize production according to market demand, steel industry associations can play the role of industry self-discipline, and large and medium-sized steel enterprises can timely adjust product structure according to market demand under the supervision and coordination of local industrial authorities, and produce marketable products. For products that have no orders and no benefits, it is necessary to limit production or even stop production or reduce production.
Judging from the actual situation, the overall situation of the steel industry is really difficult. According to statistics, as of July 2 1 day, 26 listed companies in the * * * steel industry have disclosed the interim results forecast for 2009, of which 12 companies expect the interim results to decline and 14 companies expect the interim results to lose money.
Zhu said that industries with overcapacity must solve the problem of overcapacity by eliminating backward production capacity, mergers and acquisitions, and transformation and upgrading. Otherwise, when the next round is faced with cyclical structural adjustment, it will be very difficult for enterprises with overcapacity to operate.
In my opinion, the country is not launching steel production everywhere, but improving technology, reorganizing structure, concentrating production advantages, producing a batch of high-quality steel and eliminating backward production capacity. Instead of continuing to produce old things.