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鋼鐵業致力於化解產能過剩

近日,中國鋼鐵工業協會召開2015年第三次資訊發佈會傳出資訊,“十三五”期間鋼鐵行業發展目標鎖定:化解產能過剩、進行大型結構性重組、遏制行業無序競爭、加大產品創新、促進綠色發展,以及鼓勵企業走出去。

2015年對鋼鐵行業而言又是困難的一年。上半年,全國粗鋼產量4.1億噸,同比下降1.3%,這是粗鋼產量近20年以來首次下降,此前2013年,粗鋼達到表觀消費峰值,此次產量下滑或預示2014年是我國粗鋼產量峰值年。按照國外經驗,此後粗鋼產量將在峰值附近波動一定時期以後呈現下降趨勢。與此同時,鋼價繼續大跌19.7%,超過去年全年16.2%的降幅。不過,鐵礦石價格降幅卻較小,鋼企主營業務虧損繼續增加。

總體而言,產能過剩短期難以消除。十三五期間通過結構性重組、綠色發展等實質性化解產能過剩、鼓勵走出去增加消費將有助於鋼鐵行業的持續健康發展。其中,具備規模及技術優勢的企業將受惠於此等進程,譬如鞍鋼股份(0347.HK), 作為東北乃至全國的龍頭性企業,儘管仍面臨不利的供需形勢,上半年業績同比下降,但按季環比已呈現改善之勢,預期第二季度稅後淨利約1.36億元,較首季度環比大增616%。

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