http://www.kadhoai.com.cn 2026-04-07 22:09:19 來源:《董事會》
suizhetiekuangshitanpanzhongwoguogangtieqiyezhenyingdechedibengkui,zhongguogangtieyechedisangshileduichanyelianshangxiayoudehuayuquan,wunaideshuangbeilunjumianyijingxingcheng,zaicujindangqiangangtiexingyedazhenghedeguochengzhong,liyigefangrengranxuyaogengdazhihui,這也是決定我國鋼鐵業未來發展的重大課題
中zhong國guo鋼gang鐵tie行xing業ye在zai產chan能neng方fang麵mian成cheng為wei世shi界jie鋼gang鐵tie業ye中zhong的de超chao級ji巨ju人ren,仍reng然ran不bu斷duan有you新xin項xiang目mu湧yong入ru已yi經jing大da喊han過guo剩sheng的de行xing業ye,重zhong組zu整zheng合he的de步bu伐fa一yi直zhi在zai前qian進jin,但dan麵mian對dui各ge種zhong利li益yi主zhu體ti的de掣che肘zhou,仍reng難nan有you根gen本ben性xing改gai觀guan。
今(jin)天(tian),影(ying)響(xiang)中(zhong)國(guo)鋼(gang)鐵(tie)企(qi)業(ye)未(wei)來(lai)發(fa)展(zhan)的(de)各(ge)種(zhong)潛(qian)在(zai)因(yin)素(su)日(ri)漸(jian)明(ming)晰(xi)起(qi)來(lai),中(zhong)國(guo)鋼(gang)鐵(tie)業(ye)的(de)自(zi)身(shen)變(bian)革(ge)更(geng)顯(xian)迫(po)切(qie)之(zhi)際(ji),如(ru)何(he)打(da)通(tong)未(wei)來(lai)發(fa)展(zhan)之(zhi)路(lu),站(zhan)在(zai)產(chan)業(ye)鏈(lian)、價jia值zhi鏈lian高gao端duan獲huo取qu話hua語yu權quan,將jiang成cheng為wei影ying響xiang中zhong國guo鋼gang鐵tie業ye未wei來lai發fa展zhan空kong間jian的de決jue定ding性xing因yin素su。為wei此ci,記ji者zhe采cai訪fang了le東dong南nan大da學xue產chan業ye經jing濟ji研yan究jiu中zhong心xin執zhi行xing主zhu任ren周zhou勤qin教jiao授shou。
產業鏈缺乏控製權
《董事會》:現在中國鐵礦石大量依靠進口,但是在鐵礦石定價權方麵毫無發言權,這種現象究竟是什麼原因造成的?
周勤:上世紀80niandaizhiqian,shijietiekuangshidejiageshifeichangdide,kuangshidefenbuyebijiaolingsan,nageshihoutiekuangshidingjiadeluojibushijintianzheyangde。nashishizhizaohuanjiedegangtiechangjuyuzhudaodiwei,dangshiribendexinritie,hanguodepuxiangzhitiehemeiguodegangtieqiyejuyuzhudaodiwei。zheshiyigehenmingxiandetezheng。danshishangshiji80年代初以後,大量資本進入鐵礦石行業,逐步形成了以“長協定”為定價基礎的格局,也就是現在為人詬病比較多的原材料供應商形成強勢,形成了鐵礦石商對鋼鐵企業的控製的狀態。
尤其是2000年以後,中國城市化、gongyehuajiasu,cugangchanliangdafuduzengjia,duishangyouyuancailiaodexuqiuzengjiahenkuai。haiyouyigeqingkuangshi,zhongguofeigangdeliyonglvbijiaodi,suoyiduitiekuangshixuqiubijiaogao,zhedaozhiyigefeichangyouyisidewenti,jiushizhongguoxiaohaoleshijietiekuangshichanliangdeyibanyishang,danshizaishichangshangmeiyoudingjiaquan。
以yi前qian大da家jia都dou認ren為wei,鐵tie礦kuang石shi這zhe種zhong東dong西xi是shi上shang遊you,上shang遊you和he下xia遊you利li益yi很hen容rong易yi一yi致zhi的de,但dan是shi實shi際ji上shang,上shang遊you和he下xia遊you是shi沒mei有you什shen麼me關guan係xi的de。主zhu要yao還hai是shi取qu決jue於yu市shi場chang結jie構gou,就jiu是shi現xian在zai鐵tie礦kuang石shi已yi經jing形xing成cheng的de“合謀式”的壟斷結構。
從談判機理上,它們不是三家和你一起談,它每年會推一家與你談,這就是“長協”,tanwanhouliangjiagenjin,jiushiyizhegexieyiweijichu,zhezhongtanpanjieguojiushiyuanlaisanjiashijingzhengde,xianzaibianchengsanjiashihemoude,womenhaizhaobudaotamenshigongkaidekateerdezhengju,hennanqisuta,yinweitashigensuidingjia。suoyizheyangjiuchuxianyigefeichangdadewenti,woguogangtieyechangshangtaiduo,youqishizhongxiaoxingchangshangtaiduo,yiguimozuidadebaogangweili,tadechannengyiranbuzuyihebierenjinxingtanpan。
zhongguozaiyuancailiaogongyinglianzhongchuyulieshidiwei,conggenbenshanglaishuo,yuzhongguodegangtieyebenshendeshichangjiegouyoubenzhideguanxi。zhezhongshichangjiegoudaozhidejieguoshizhongguogangtieqiyeduishangyouheduixiayoudoumeiyoukongzhili。
盡jin管guan今jin天tian我wo國guo鋼gang鐵tie企qi業ye逐zhu步bu找zhao到dao了le和he上shang遊you企qi業ye談tan判pan的de技ji巧qiao,但dan是shi實shi際ji上shang中zhong國guo仍reng然ran處chu於yu被bei動dong,其qi很hen大da原yuan因yin是shi我wo們men沒mei有you進jin入ru真zhen正zheng的de定ding價jia機ji製zhi的de環huan節jie中zhong間jian去qu,要yao打da破po此ci前qian形xing成cheng的de定ding價jia規gui則ze並bing重zhong新xin建jian立li一yi套tao規gui則ze,對dui中zhong國guo來lai說shuo非fei常chang困kun難nan。
市場結構決定行業利潤
《董事會》:我們這種參與者眾多而分散的市場格局,為什麼這麼多年一直沒有調整過來呢?
周勤:這個問題實際上有幾個方麵的原因。
第di一yi個ge,很hen大da程cheng度du上shang來lai說shuo,鋼gang鐵tie業ye作zuo為wei地di方fang經jing濟ji增zeng長chang的de重zhong要yao領ling域yu,各ge個ge省sheng市shi,都dou希xi望wang別bie人ren壓ya產chan能neng而er自zi己ji不bu壓ya。從cong理li論lun上shang來lai說shuo,這zhe是shi我wo們men過guo去qu一yi直zhi討tao論lun的de地di方fang政zheng府fu區qu域yu競jing爭zheng的de結jie果guo。從cong前qian麵mian講jiang的de邏luo輯ji,成cheng為wei一yi種zhong所suo謂wei的de“雙悖論”邏輯。就是廠商過多,競爭過於激烈,那麼價格實際上是抬不上去的。在這種情況下,就會出現一個誰先降價誰先獲益的問題;erduishangyouchangshanglaishuo,shuixiandayingqitiaojian,shuijianghuodezuidadehaochu,yinweiyuewanghoutanjiagejiuyuegao,changxiedingjiuyouzheyangyizhongtezheng,duiguoneidexiaochangshanglaishuo,dangranyuanyixiandaying,baozhuzijideliyizaishuo。guoneitanpanzhongchangchuxianguozheyangdewenti。
因yin此ci就jiu出chu現xian中zhong國guo鋼gang鐵tie企qi業ye對dui上shang遊you控kong製zhi不bu住zhu,對dui下xia遊you控kong製zhi不bu住zhu,這zhe樣yang做zuo下xia去qu利li潤run都dou不bu高gao了le,是shi不bu是shi應ying該gai退tui出chu呢ne?不bu是shi這zhe樣yang的de,因yin為wei各ge個ge地di方fang中zhong,鋼gang鐵tie占zhan的de比bi重zhong和he影ying響xiang太tai大da了le。在zai中zhong國guo工gong業ye體ti係xi中zhong,實shi際ji上shang隻zhi有you三san大da行xing業ye具ju有you決jue定ding性xing的de作zuo用yong,鋼gang鐵tie、化工和紡織。這三個行業是維持中國工業經濟高速發展的基礎。
zheyangyizhongluojixia,gejidifangzhengfubuyuanyirangbendiqiyetuichuzhezhongxingye,jishishizaiqiyejingyingfeichangkunnandeqingkuangxia,tayexiwangtongguoduiqiyeyidingdezhichi,rangqiyeweichixiaqu,youqishiduiguoyoudegangtieqiyelaishuogengshiruci。yinweitamenbenshenfudanbijiaozhong,yejiushisuoweideshehuizerenbijiaoda,zhezhongqiyeyidantuichu,nameyiliudezhuduoshehuiwentishidifangzhengfuwufachengshoude。suoyitaningyuanrangqiyekangzhe,yebuyuanyirangqituichu。
《董事會》:中國鋼鐵的落後產能為什麼能夠持續存在下去?
周勤:zhegehaishiyoushichangjuedingde,zhongguodeshichangbijiaosan,zhongguogangtieyejishuxianjindeqiyehejishuluohoudeqiyezhijiancunzaizhechengbenchaju,danshizhezhongchengbenchajuyouyujingzhengdejieguo,jiagedazainali,jibianshizuodehenhaodeqiye,lirunyeyouxian,shijishangjiuyijingchengshoubulehengaodeyunshuchengben。gangtieshiyigegaoyunshuchengbendexingye,birubaogangdegangtiehenhao,danshiruguorangtabagangtieyundaoxinjiangqu,hexinjiangdegangtieqiyelaibi,jiumeiyouyoushi。zheyangdejieguoshi,xinjiangdexiaogangchangjiunenggoushengcunxiaqu。ruguozaijiashangdifangdebaohuhuozheduiwaixianzhicuoshi,namebiedeqiyejiuhennanjinlaile,zheshizuijiandandedaoli。suoyicongzhegeluojishanglaikan,ruguoyoubaogangshougouxinjiangdegangtieqiye,baogangjiukeyizhongxinanpaihouzhedechanpinjiegou,biruzuotezhonggang,zheyangyilaizhishaonengbajiagekongzhizhu。henduorenrenweikongzhijiagebuhao,bushizhegedaoli,henduoxingyeyinweiyouyidingdejijiexing,xuyaoyidingdegangtiebaohudecuoshi。bushishuobaojiabuhao,erzaiyubaojiadehelixingzaishenmedifang。
區域性整合的難度
《董事會》:我國現在正在大力推動鋼鐵業的重組與整合,積極淘汰落後產能,但是阻力重重,您認為是什麼原因造成了這種現象?
周勤:woguogangtiegongyeyuanxiandebujujiegouyijingxingchengle,gangtieyeshijishangshiyigechenmeichengbenjudadexingye。zhezhongxingyeruguotuichudehua,zaochengwufashouhuidechengbenguoyupangda,shejidaoyuanlaixingchengdeyixiliedewangluo,baokuopeiyangdeyixiliezhuanyerenshi。gangtieyebenshenshiyigezhuanyehuachengduhengaodexingye,nameduorenruguoshuotuichudehuazenmeanpai?xianzaigangtiexingyejixiehuachengduyijinghengaole,yuanxiandecongyerenyuanqijishuchengduyijinghennangenshangshichang,tebieshizhongxiaogangchang,qijishushuipingbenshenbijiaodi,yidantuichu,bujinshebeiwanquanzuofei,yuanlaidejishugongren,congshishijinianershinianzhangwodejishuquanbuhuangfeidiao,zhexiedoushijudadechenmeichengben。yinciconggeren、從企業、從政府而言,都不敢輕言退出。
為(wei)什(shen)麼(me)兼(jian)並(bing)一(yi)個(ge)企(qi)業(ye)這(zhe)麼(me)困(kun)難(nan)?首(shou)先(xian)兼(jian)並(bing)本(ben)身(shen)不(bu)是(shi)簡(jian)單(dan)地(di)把(ba)別(bie)人(ren)收(shou)購(gou)過(guo)來(lai),兼(jian)並(bing)本(ben)身(shen)最(zui)主(zhu)要(yao)的(de)目(mu)的(de)是(shi)為(wei)了(le)消(xiao)滅(mie)競(jing)爭(zheng)對(dui)手(shou),特(te)別(bie)是(shi)在(zai)現(xian)代(dai)市(shi)場(chang)條(tiao)件(jian)下(xia),也(ye)就(jiu)是(shi)消(xiao)除(chu)這(zhe)個(ge)區(qu)域(yu)中(zhong)最(zui)主(zhu)要(yao)的(de)競(jing)爭(zheng)對(dui)手(shou),把(ba)其(qi)納(na)入(ru)自(zi)身(shen)的(de)發(fa)展(zhan)軌(gui)道(dao)中(zhong)。中(zhong)國(guo)鋼(gang)鐵(tie)企(qi)業(ye)兼(jian)並(bing)重(zhong)組(zu)還(hai)有(you)一(yi)個(ge)更(geng)大(da)的(de)問(wen)題(ti),怎(zen)麼(me)減(jian)少(shao)市(shi)場(chang)退(tui)出(chu)以(yi)後(hou)的(de)諸(zhu)多(duo)問(wen)題(ti),就(jiu)是(shi)怎(zen)樣(yang)減(jian)少(shao)重(zhong)組(zu)成(cheng)本(ben)太(tai)高(gao)的(de)問(wen)題(ti)。為(wei)什(shen)麼(me)很(hen)多(duo)企(qi)業(ye)合(he)了(le)又(you)分(fen),分(fen)了(le)又(you)合(he),很(hen)大(da)的(de)原(yuan)因(yin)就(jiu)是(shi)兼(jian)並(bing)以(yi)後(hou)留(liu)下(xia)的(de)後(hou)遺(yi)症(zheng)非(fei)常(chang)大(da)。
鋼gang鐵tie企qi業ye人ren員yuan非fei常chang多duo,所suo以yi兼jian並bing以yi後hou非fei常chang困kun難nan,中zhong國guo是shi這zhe樣yang,西xi方fang也ye是shi這zhe樣yang,再zai加jia上shang中zhong國guo沒mei有you很hen好hao的de保bao障zhang體ti係xi,兼jian並bing完wan了le以yi後hou工gong人ren還hai是shi要yao回hui來lai找zhao你ni的de。因yin為wei它ta不bu是shi兼jian並bing以yi後hou就jiu轉zhuan交jiao給gei社she會hui了le。作zuo為wei兼jian並bing者zhe而er言yan其qi實shi是shi比bi較jiao懼ju怕pa這zhe樣yang的de問wen題ti的de。所suo以yi中zhong國guo鋼gang鐵tie業ye兼jian並bing的de核he心xin問wen題ti,不bu是shi簡jian單dan的de產chan權quan的de整zheng合he問wen題ti,而er是shi整zheng合he以yi後hou市shi場chang、人員、技術的銜接問題。
《董事會》:當前主管部門也要求進行大力整合,您認為整合的目的能否達到,需要什麼樣的整合路徑?
周勤:從cong鋼gang鐵tie業ye的de整zheng合he情qing況kuang來lai看kan,我wo個ge人ren認ren為wei,區qu域yu性xing的de整zheng合he和he產chan業ye鏈lian的de整zheng合he比bi較jiao重zhong要yao。鋼gang鐵tie企qi業ye的de銷xiao售shou半ban徑jing是shi有you限xian的de,特te別bie是shi我wo們men中zhong國guo需xu要yao大da量liang的de粗cu鋼gang,現xian在zai除chu了le寶bao鋼gang的de部bu分fen產chan品pin還hai能neng在zai國guo際ji上shang有you一yi定ding的de水shui準zhun,其qi他ta鋼gang鐵tie企qi業ye實shi際ji上shang銷xiao售shou半ban徑jing是shi非fei常chang有you限xian的de,這zhe種zhong情qing況kuang決jue定ding了le兼jian並bing應ying該gai是shi以yi區qu域yu為wei主zhu。中zhong國guo現xian在zai跨kua區qu域yu的de兼jian並bing太tai多duo了le,我wo個ge人ren不bu太tai讚zan成cheng這zhe樣yang的de重zhong組zu兼jian並bing。比bi如ru華hua東dong地di區qu的de鋼gang鐵tie廠chang,應ying盡jin量liang在zai華hua東dong地di區qu兼jian並bing,東dong北bei地di區qu的de鋼gang企qi,應ying盡jin量liang在zai東dong北bei地di區qu兼jian並bing。
從cong另ling外wai一yi個ge角jiao度du來lai說shuo,中zhong國guo鋼gang鐵tie現xian在zai內nei部bu使shi用yong是shi很hen大da的de一yi塊kuai,其qi中zhong大da量liang的de鋼gang材cai是shi用yong在zai基ji礎chu設she施shi建jian設she上shang,用yong在zai鋼gang鐵tie業ye的de粗cu加jia工gong上shang,這zhe種zhong情qing況kuang下xia市shi場chang半ban徑jing就jiu不bu能neng太tai大da,否fou則ze運yun輸shu成cheng本ben太tai高gao,利li潤run非fei常chang低di,所suo以yi從cong兼jian並bing的de角jiao度du來lai看kan,我wo個ge人ren更geng傾qing向xiang於yu地di區qu性xing的de兼jian並bing。
第二個方麵,產業鏈的兼並可能比橫向兼並更重要。兼並實際上就三種,縱向兼並、橫向兼並、混hun合he兼jian並bing。中zhong國guo企qi業ye現xian在zai有you這zhe樣yang一yi個ge問wen題ti,就jiu是shi同tong質zhi的de橫heng向xiang的de兼jian並bing非fei常chang多duo,這zhe樣yang形xing成cheng一yi種zhong產chan能neng自zi身shen的de擴kuo張zhang,比bi如ru我wo是shi生sheng產chan粗cu鋼gang的de,又you去qu兼jian並bing粗cu鋼gang企qi業ye,成cheng為wei產chan能neng簡jian單dan的de複fu製zhi,這zhe個ge實shi際ji上shang來lai說shuo很hen危wei險xian,這zhe種zhong兼jian並bing本ben質zhi上shang來lai說shuo沒mei有you實shi現xian技ji術shu上shang的de進jin步bu。我wo認ren為wei應ying該gai利li用yong像xiang寶bao鋼gang這zhe樣yang的de高gao端duan企qi業ye去qu兼jian並bing那na些xie低di端duan企qi業ye,使shi其qi真zhen正zheng實shi現xian技ji術shu上shang的de提ti升sheng。
大重組需要大智慧
《董事會》:為什麼出現鋼鐵企業同質化擴張現象?如何避免這種現象的持續蔓延?
周勤:weishenmeguoquwomenzhongguogangtieqiyeshenmedouzuone?hendadeyuanyinzaiyu,cugangshibaoliangde,yinweigangtieshengchanmeiyouyidingdeliangshibuxingde,chengbenwufatandiao,jingganghegaoduangangshizhuanqiande,danshijinggangzhezhongdongxiyinweishichangyouxian,bunengzuotaiduo,zuoduoleyihoushiyaokuiqiande,suoyijiuxingchengzheyangdeshichangjiegou,gangqizheyangyezuo,nayangyezuo。suoyijianbinggengdadeyigeguochengshishixianzuoweiquyuneihuozhechanyeneigengxizhidefengong。zheshijianbingdezuibenzhiyuanyin。
兼並本身要有戰略。不能說為兼並而兼並,就是我剛才說的要考慮你的區域、你的產業。
現xian在zai的de國guo內nei鋼gang鐵tie企qi業ye兼jian並bing很hen多duo是shi政zheng府fu主zhu導dao的de一yi種zhong為wei解jie決jue政zheng府fu的de目mu標biao而er進jin行xing的de,不bu是shi因yin為wei企qi業ye發fa展zhan本ben身shen需xu要yao這zhe樣yang的de兼jian並bing。這zhe種zhong政zheng府fu目mu標biao是shi什shen麼me呢ne?比bi如ru說shuo我wo要yao做zuo大da,不bu管guan那na麼me多duo,反fan正zheng撿jian進jin筐kuang裏li都dou是shi菜cai。追zhui求qiu把ba企qi業ye做zuo大da,實shi際ji上shang它ta不bu是shi一yi個ge總zong體ti的de戰zhan略lve邏luo輯ji,而er是shi希xi望wang把ba企qi業ye盤pan子zi做zuo大da而er考kao量liang的de一yi個ge問wen題ti,這zhe實shi際ji上shang非fei常chang麻ma煩fan的de。產chan業ye發fa展zhan到dao今jin天tian的de地di步bu,完wan全quan為wei做zuo大da的de話hua,實shi際ji上shang意yi義yi不bu是shi特te別bie大da。
我(wo)個(ge)人(ren)認(ren)為(wei),鋼(gang)鐵(tie)業(ye)不(bu)是(shi)一(yi)個(ge)做(zuo)大(da)的(de)過(guo)程(cheng),而(er)是(shi)一(yi)個(ge)做(zuo)精(jing)的(de)過(guo)程(cheng)。美(mei)國(guo)大(da)鋼(gang)鐵(tie)廠(chang)虧(kui)錢(qian),小(xiao)鋼(gang)鐵(tie)廠(chang)賺(zhuan)錢(qian),這(zhe)是(shi)一(yi)個(ge)很(hen)怪(guai)的(de)現(xian)象(xiang)。為(wei)什(shen)麼(me)呢(ne)?因(yin)為(wei)小(xiao)鋼(gang)鐵(tie)廠(chang)采(cai)用(yong)電(dian)爐(lu)來(lai)做(zuo),也(ye)就(jiu)是(shi)使(shi)用(yong)新(xin)技(ji)術(shu),而(er)且(qie)做(zuo)的(de)是(shi)高(gao)端(duan)鋼(gang),這(zhe)是(shi)一(yi)個(ge)很(hen)有(you)意(yi)思(si)的(de)趨(qu)勢(shi)。
《董事會》:現在鋼企整合的過程中,各級政府對重組起了很大作用,為什麼改了這麼多年了,政府的影子還這麼重?
周勤:我覺得這不是鋼鐵的問題,這是我國所有企業都麵臨的問題。我剛才說鋼鐵、化(hua)工(gong)和(he)紡(fang)織(zhi)是(shi)支(zhi)撐(cheng)一(yi)個(ge)地(di)方(fang)經(jing)濟(ji)的(de)支(zhi)柱(zhu)。我(wo)國(guo)是(shi)一(yi)個(ge)消(xiao)費(fei)不(bu)振(zhen)的(de)國(guo)家(jia),主(zhu)要(yao)還(hai)是(shi)靠(kao)工(gong)業(ye)維(wei)持(chi)經(jing)濟(ji)的(de)高(gao)速(su)增(zeng)長(chang),這(zhe)樣(yang)問(wen)題(ti)很(hen)大(da)。中(zhong)國(guo)為(wei)什(shen)麼(me)消(xiao)費(fei)不(bu)振(zhen),除(chu)了(le)保(bao)障(zhang)體(ti)製(zhi)不(bu)足(zu)外(wai),消(xiao)費(fei)政(zheng)策(ce)和(he)稅(shui)收(shou)政(zheng)策(ce)有(you)問(wen)題(ti),地(di)方(fang)政(zheng)府(fu)更(geng)大(da)的(de)一(yi)塊(kuai)是(shi)對(dui)生(sheng)產(chan)企(qi)業(ye)征(zheng)稅(shui),所(suo)以(yi)不(bu)願(yuan)意(yi)把(ba)生(sheng)產(chan)企(qi)業(ye)放(fang)出(chu)去(qu),如(ru)果(guo)說(shuo)從(cong)消(xiao)費(fei)環(huan)節(jie)征(zheng)稅(shui)的(de)話(hua),就(jiu)會(hui)促(cu)消(xiao)費(fei)而(er)不(bu)是(shi)促(cu)生(sheng)產(chan),這(zhe)兩(liang)個(ge)之(zhi)間(jian)邏(luo)輯(ji)上(shang)是(shi)不(bu)一(yi)樣(yang)的(de)。
從(cong)稅(shui)收(shou)體(ti)製(zhi)上(shang)來(lai)說(shuo),為(wei)什(shen)麼(me)地(di)方(fang)政(zheng)府(fu)反(fan)對(dui)鋼(gang)企(qi)兼(jian)並(bing)或(huo)者(zhe)反(fan)對(dui)壓(ya)縮(suo)產(chan)能(neng),還(hai)要(yao)大(da)上(shang)項(xiang)目(mu)?很(hen)簡(jian)單(dan),就(jiu)是(shi)鋼(gang)鐵(tie)是(shi)稅(shui)收(shou)大(da)戶(hu)。舉(ju)個(ge)最(zui)簡(jian)單(dan)的(de)例(li)子(zi),比(bi)如(ru)說(shuo)張(zhang)家(jia)港(gang)有(you)個(ge)沙(sha)鋼(gang),產(chan)值(zhi)有(you)1000多億,成為當地GDP構成中不可或缺的部分,它的確有相當大的創稅能力,還有就是帶動的就業和對相關產業的帶動能力等等。
《董事會》:您覺得未來中國鋼鐵產業格局可能會出現一種什麼樣的變化?
周勤:我wo個ge人ren認ren為wei,如ru果guo我wo們men能neng打da破po現xian在zai地di方fang政zheng府fu對dui鋼gang鐵tie行xing業ye的de幹gan預yu,那na麼me中zhong國guo鋼gang鐵tie行xing業ye向xiang沿yan海hai集ji中zhong將jiang是shi一yi個ge總zong的de趨qu勢shi,因yin為wei鐵tie礦kuang石shi主zhu要yao靠kao進jin口kou,越yue靠kao近jin海hai邊bian越yue便bian宜yi。
此時,從能耗從環境的壓力來說,靠近沿海要比靠近內河內陸地區有很大的優勢。真正大規模上產量的鋼企肯定會向沿海轉移。
現在很多中國鋼企生產設備運行已經15年以上,差不多到了必須進行更新改造的階段,市場假如再萎縮的話,再做這樣的鋼鐵沒有希望,再這樣去做鋼鐵已經沒有希望。
尤其是,未來不要以為是鋼鐵廠與鋼鐵廠之間的競爭,而是粗鋼與廢鋼之間的競爭。廢鋼差不多能耗隻有粗鋼的1/3,而er且qie不bu再zai要yao鐵tie礦kuang石shi。實shi際ji上shang一yi個ge國guo家jia的de鋼gang鐵tie行xing業ye到dao一yi定ding程cheng度du的de時shi候hou,它ta的de鋼gang鐵tie消xiao耗hao量liang是shi穩wen定ding的de。中zhong國guo還hai沒mei有you開kai始shi大da量liang淘tao汰tai汽qi車che的de過guo程cheng,一yi旦dan出chu現xian這zhe種zhong過guo程cheng,廢fei鋼gang會hui大da幅fu度du增zeng加jia,那na時shi中zhong國guo不bu再zai需xu要yao那na麼me多duo粗cu鋼gang,粗cu鋼gang的de產chan量liang會hui迅xun速su下xia降jiang,現xian在zai產chan能neng規gui模mo巨ju大da的de企qi業ye到dao那na個ge時shi候hou實shi際ji上shang麵mian臨lin著zhe很hen困kun難nan的de局ju麵mian。
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