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中鋼協:鋼鐵企業成本上升 盈利空間將受擠壓
中國鋼鐵工業協會發表報告表示,鋼材市場價格經歷了5月份的大起大落後,6、7月份窄幅波動。下一步如果供需相對平衡,鋼價有望穩定在這一區間。但鐵礦石價格仍繼續升高、其它原燃料價格也普遍上漲,鋼鐵企業成本上升,盈利空間將受到擠壓。鋼鐵企業要密切跟蹤市場變化,進一步加強自律,警惕風險,優化結構,降低成本,尤其要降低原燃材料採購成本,努力保持鋼材市場和生產經營的穩定。

報告指出,從總體來看,今年上半年的鋼材庫存從3月上旬達到高點後基本處於下降趨勢,5、6月份下降速度減緩,近期有所回升。其中鋼廠庫存起伏較大。鋼材社會庫存近期小幅回升。

從鋼材市場需求看,由於去年以來促進經濟恢復措施持續推行並逐步顯效,國內各主要用鋼行業普遍存在消費提前透支、基數逐步擡高的問題,下半年增速將放緩,用鋼需求增長將相應減弱。5月國家取消部份鋼材退稅政策實施後當月鋼材出口量下降,6月有所反彈,是政策效應、合同執行週期、國內外鋼材價差等多種因素共同作用的結果。隨着政策調控效果的進一步顯現,鋼材出口量或將呈下降態勢。

從鋼鐵企業生產情況看,隨着壓產指標任務的落實、去產能「回頭看」檢查的深入、環保督察工作的推進,壓減粗鋼產量的面將會更廣,效果會更明顯。(ta/w) ~

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