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每斤1.6元,这不是超市里白菜的最新标价,而是上半年我国钢铁的价格。这在全世界范围内都是非常少见的,究竟是什么让中国的钢铁业一步步走向了目前的状态?前7个月我国4.8亿吨的粗钢产量,仍然还是占据了全球总量的半壁江山,比例超过50%。一边是产能过剩引导的价格暴跌,另一方面则是绝对量仍然在不断扩张的现状,这两个大相径庭的数据之间暴露的,正是钢铁企业需求和“控制人”需求的错位。现代企业的需求无非是盈利,但对于地方政府来说,企业是否盈利并非其官员考量的第一标准,官员考核看什么?看GDP。而GDP对应在类似的企业上,实际上就是产能。因此,我们看到最近几年,地方钢企扛着巨大的亏损,卖得越贱越扩张,越扩张钢价就越贱。
1.6 yuan per catty, this is not the latest cabbage supermarket price, but the price of China’s steel in the first half. This is very rare all over the world. What makes China’s steel industry step by step towards the current state? The first 7 months of our country’s 480 million tons of crude steel production still account for half of the global total , The proportion of more than 50%. The price plunge led by overcapacity on the one hand and the fact that the absolute amount is still expanding are revealing the discrepancy between the needs of the steel enterprises and the demand of the “controlling people” between these two very different data sets. The demand of modern enterprises is nothing more than profits, but for local governments, whether the profits of enterprises is not the first criterion for their officials to consider. The GDP corresponds to a similar business, in fact, capacity. Therefore, we see that in recent years, the local steel enterprises carry enormous losses, the more they sell the more they expand, and the more they expand, the cheaper the steel prices.