In response to the statement that steel 'de-capacity is a private enterprise', Li Xinchuang, dean of the China Metallurgical Industry Planning and Research Institute, believes that the main reason is that the production capacity of private enterprises is not in compliance.
On December 12, Li Xinchuang made the above statement at the 2017 China Steel Demand Forecast Conference. 'De-capacity is not an end. The purpose of de-capacity is to make the enterprise develop better and make the enterprise more competitive. Good business is stunned. ' He said.
'25 million tons of Baosteel stainless steel blast furnace are closed,' Li Xinchuang said, 'Is Baowu Steel not excellent?' In the process of de-capacity, 'the knife of environmental protection is not in place, still on the surface, no Cut off the root cut ribs. '
In accordance with the task arrangement of the State Council of China on steel production capacity, in 2016, it is required to resolve the coal production capacity by more than 250 million tons, and reduce the crude steel production capacity by about 45 million tons.
Xia Nong, inspector of the Industry Coordination Department of the National Development and Reform Commission, said that 2016 is the first year of steel production capacity, and 2017 will be the year of steel production capacity.
On December 8-9, at the 2017 China Iron and Steel Industry Chain Development Summit held by China United Steel Network, participants in the industry said that private enterprises occupying half of the steel industry accounted for 73% of capacity this year.
Zhao Xizi, former deputy director of China's former Ministry of Metallurgy and former honorary chairman of the Metallurgical Chamber of Commerce of the National Federation of Industry and Commerce, said that Hebei Province, which is responsible for one-third of the national steel production capacity task, is an indicator of 16 million tons of capacity this year. 97% of the de-capacity tasks are completed by private enterprises, and 3%-5% are completed by state-owned enterprises.
'This figure shows that first, the backward production capacity is relatively concentrated in private steel enterprises; second, the private steel enterprises contribute a lot to the production capacity.' Zhao Xizi said.
However, he believes that the production capacity is not as much as the 1.13 billion tons declared by the Ministry of Industry and Information Technology. After the 50 million tons of capacity that was removed this year, plus the 90 million tons of capacity that the Ministry of Industry and Information Technology has said, he believes that the steel production capacity at the beginning of this year is at most 1 billion tons.
In the first ten months of this year, the steel output of private steel enterprises in Hebei Province increased by 9.2%, and the profit margin of sales revenue was 3.99%, which was 2.23 percentage points higher than the national average.
According to this calculation, Hebei private steel enterprises earned 22.8 billion yuan in the first nine months of this year.
Zhao Xizi said, 'In some places, the capacity to go has not been removed, or even behind the production capacity, the production capacity of the strip steel, safe and secure all hiding in the safe haven, some advanced production capacity has been neglected. (This) should not.
He said that the production capacity should come up with a series of policies. 'Now it is basically according to the national indicators, according to the provinces, counties, cities, which city to which, after which county, the county party secretary to take the enterprise to cut.
'A company is two blast furnaces, you cut off a blast furnace, and the one behind will die.' Zhao Xizi said that some local leaders do not understand, also said that 'two blast furnaces cut one half left, just like a person cut one Like a leg crutch'.
'This cut, dozens of procedures are gone, are dead.' Zhao Xizi said.
Wherever there is no capacity indicator, the steel mill will be secretly violated. 'This is not fair, we will reflect this situation truthfully.' Zhao Xizi said.
Hu Yanping, chief analyst of China United Steel Network, also said that the effect and efficiency of de-capacity is worth pondering.
'In terms of efficiency, this year's de-capacity is very high in both coal and steel. From the central to the local level, the effect is immediate.' Hu Yanping said, 'but we will also find many problems in the investigation process. . '
For example, she said that a steel company in Hebei has a production capacity of 800,000 to 1 million tons. But the company's products are high-quality angle steel for electricity. 80% of the angle steel in the south was supplied by this company.
'The profit of this company has been good, but it was cut off in the process of going to capacity this year. This kind of simple and rude disregards the 'de-capacity' of other profit indicators of the enterprise, for the industry and the whole society, in a certain In a sense, it is a kind of injury. '
Li Xinchuang believes that according to the 704 million tons of crude steel consumption in the Chinese mainland in 2015, overcapacity is still very serious. 'These capacity-removing companies have not been defamed,' he said. Recently, the Metallurgical Industry Planning Institute followed the State Council. The investigation team went to the local investigation and found some enterprises that have not heard of it. It is not a minority. These enterprises have a scale of three to four million tons, and this scale has already belonged to the scale of large enterprises abroad.
'They still want to survive, saying that they are poverty alleviation projects.' Li Xinchuang said that poverty alleviation is also one of the most important tasks in China today. 'The challenges we encountered (to capacity) are very big.'
'How many projects in private enterprises are approved by the state? How many projects are approved by environmental protection? Jiangsu has an additional 20 million tons of production capacity. The country has not approved one ton. How can the Environmental Protection Administration not supervise it? Miscalculations lead to blind development. Li Xinchuang said, 'Pollution is also mainly for small and medium-sized enterprises. Of course, private enterprises are not excluded.'
Hu Yanping said that the profitability of the steel industry has improved this year, but not all steel companies are making profits. 'At present, there are more than ten steel mills with a loss of more than 50 yuan per ton, and all of them are state-owned enterprises. In contrast, private steel mills are profitable. The situation is relatively good. The number of steel mills with a profit of more than 400 million yuan from January to September reached 32. 'Hu Yanping said that in this case, private enterprises have taken on more 'de-capacity' tasks.
'From an industry perspective, how to balance the interests between state-owned and private enterprises may be a question worthy of consideration in the industry or relevant national departments.' Hu Yanping said.
