Raws li lub Yim Hli 30, 52 cov tuam txhab teev npe hauv kev lag luam steel 2022 ib nrab xyoo kev tshaj tawm nthuav tawm tiav. Los ntawm ob lub siab ntawm kev tiv thaiv kab mob tshiab thiab kev tswj hwm thiab qhov xwm txheej hnyav ntawm kev lag luam steel, kev lag luam steel tau nkag mus rau lub voj voog tsis muaj zog, qhia cov nqi siab, kev thov tsis muaj zog thiab cov txiaj ntsig poob qis, thiab cov tuam txhab steel hauv tsev feem ntau ntsib kev poob qis hauv kev lag luam. kev khiav hauj lwm efficiency xyoo-rau-xyoo. Eastern wealth Choice cov ntaub ntawv qhia tau hais tias saum toj no 52 tuam txhab uas muag, ze li ntawm 50 feem pua ntawm lub tuam txhab cov nyiaj tau los ntawm kev khiav hauj lwm poob xyoo-rau-xyoo, ntau tshaj 80 feem pua ntawm lub tuam txhab cov nyiaj tau los ntawm lub xyoo poob.
Nyob rau hauv thawj ib nrab ntawm lub xyoo, feem ntau steel tuam txhab uas muag kov yeej ntau yam kev nyuaj siab thiab cov kev cov nyom los ua zoo pab rau lub zuag qhia tag nrho stability ntawm lub upstream thiab downstream kev lag luam saw. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, raws li kev sib kis tau zoo, hlau ore, thee thiab coke, seem thiab lwm yam raw khoom muab maj marginal txhim kho, steel tuam txhab nqi siab yuav maj mam yooj yim, steel lag luam profit pivot tseem xav tias yuav nce ntxiv.
Feem ntau cov tuam txhab steel kev ua tau zoo tsis yog qeeb
National Bureau of Statistics cov ntaub ntawv qhia tau hais tias nyob rau hauv thawj ib nrab ntawm 2022, lub ferrous hlau smelting thiab dov ua kev lag luam kom ua tau hauj lwm cov nyiaj tau los ntawm 4,575.97 billion yuan, nqis 3.6 feem pua; kev khiav hauj lwm tus nqi ntawm 4,332.65 billion yuan, nce 0.7 feem pua; kom ua tiav tag nrho cov txiaj ntsig ntawm 82.61 billion yuan, nqis 68.7 feem pua. Tshwj xeeb ntawm cov khoom, nyob rau hauv thawj ib nrab ntawm 2022, lub teb chaws npua hlau thiab crude steel ntau lawm yog 438.927 lab tons thiab 526.877 lab tons feem, nqis 4.7 feem pua thiab 6.5 feem pua rau-xyoo. nyob rau hauv thawj ib nrab ntawm 2022, lub teb chaws cov khoom xa tawm steel yog 33.46 lab tons, nqis 10.5 feem pua rau-xyoo; Kev xa tawm ntawm cov hlau yog 5.77 lab tons, poob 21.5 feem pua rau xyoo.
Nyob rau hauv thawj ib nrab ntawm lub xyoo no, cov saum toj no 52 tuam txhab uas muag tau ua tiav tag nrho cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 1.23 trillion yuan, nqis 0.19 feem pua piv nrog rau tib lub sij hawm xyoo tas los; ua tiav cov nyiaj tau los ntawm leej niam ntawm 39.623 billion yuan, nqis 51.46 feem pua piv rau 81.623 billion yuan xyoo tas los. Liugang shares, Anyang Hlau thiab Hlau, Xining Tshwj Xeeb Hlau, Bayi Steel thiab lwm yam xya lub tuam txhab nyiaj tau los ntawm qhov poob. Ntawm lawv, Xining Tshwj Xeeb Steel cov nyiaj tau los ntawm lub xyoo-rau-xyoo poob ntawm 329.59 feem pua ; Anyang Steel, Liugang shares, Daye shares, Bayi Steel thiab Jiujiang Hongxing net profit attributable to the year-on-xyoo poob ntawm ntau tshaj 100 feem pua.
Raws li kev lag luam steel, Baosteel ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 183.655 billion yuan hauv thawj ib nrab ntawm lub xyoo, nce me ntsis ntawm 0.2 feem pua ntawm xyoo; ua tiav cov nyiaj tau los ntawm leej niam ntawm 7.791 billion yuan, nqis 48.4 feem pua rau-xyoo. "Kev cuam tshuam los ntawm kev kis tus kabmob tshiab, thawj ib nrab ntawm lub tsheb, kev tsim kho tshuab thiab lwm yam kev lag luam steel downstream feem ntau poob rau hauv kev thov, steel nqi nqis los ntawm lub quarter thib ob, cov thee ntws, cov hlau thiab lwm yam khoom siv raw thiab cov khoom siv tseem ceeb, steel. kev lag luam kev yuav khoom thiab kev muag khoom kis tau nqaim, kev lag luam kev ua haujlwm tau zoo poob qis. " Baosteel shares tau hais.
"Kev ua haujlwm tsis zoo ntawm kev lag luam steel hauv tsev hauv thawj ib nrab ntawm lub xyoo yog vim qhov poob qis hauv cov txiaj ntsig ntawm cov khoom tiav steel los ntawm qhov tsis txaus ntawm cov khoom siv thiab kev thov." Tus kws tshawb fawb Wang Xuan Yue tau hais hauv kev xam phaj nrog "Kev Ruaj Ntseg Txhua Hnub" tus neeg sau xov xwm, xyoo no, tag nrho cov kev thov rau steel txo ntau dua, tib lub sijhawm ntawm kev tsim steel hauv tsev, txawm hais tias kuj tseem txo qis, tab sis tus nqi ntawm kev poob siab yog tsawg dua. tshaj li tus nqi ntawm kev thov shrinkage, oversupply qauv ntawm tons ntawm steel profits maj mam downward.
"Kev poob qis hauv cov nqi steel, cov nyiaj tau los ntawm cov tuam txhab steel tau txo qis heev, cuam tshuam ncaj qha rau qib kev ua haujlwm ntawm cov tuam txhab steel." Bank of China Research Institute tus kws tshawb fawb Ye Yindan tau hais.









