The hottest steel and cement shipbuilding industry

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On July 22, officials from the Ministry of industry and information technology reminded the outside world of the huge risks that may be caused by blind investment in some industries

On the same day, the Ministry of industry and information technology announced the relevant situation of economic operation in the first half of this year. Zhuhongren, chief engineer of the Ministry, said that the growth rate of industrial production increased steadily in the first half of the year, and the overall profitability improved

however, Zhu Hongren stressed that the foundation for industrial stabilization and recovery is still unstable. In some places, illegal construction and blind expansion have exacerbated the contradiction of overcapacity. Overcapacity and blind investment in some industries are still prominent

"what we mean by overcapacity is not overcapacity in the general sense, but serious overcapacity." Zhu Hongren pointed out that for various reasons, regardless of market conditions, blind investment, one-sided expansion of production capacity, resulting in serious overcapacity, may bring great losses to social productivity

the industries listed by Zhu Hongren include steel, cement and shipbuilding. It is understood that the current effective demand for shipbuilding across the country is about 50 million tons, taking into account the study of major policies, major projects and important work arrangements. However, the production energy of ships can be synthesized by bacteria: different microorganisms can convert different fermenting substrates into PHA under suitable conditions, and the force has reached 66 million tons, with an excess production capacity of about 16 million deadweight tons, accounting for about a quarter of the total capacity, The national production capacity of steel has exceeded 600 million tons, but according to the prediction of some institutions, the annual steel demand is only between 530 million and 5.5 tons. According to the judgment of the Ministry of industry and information technology, the steel industry expanded production seriously from January to May this year

in addition, the investment in the cement industry in the first half of the year increased by 78.6% year-on-year. At present, more than 200 cement production lines are under construction, and the new production capacity exceeds 200 million tons

in the first half of the year, the production capacity of the above industries expanded rapidly, mainly due to better market expectations and increased orders. For example, a large iron and steel company in Hebei Province recently expanded the production line of rebar. Rebar is a low-end product used for construction. However, due to the huge market demand, its sales are improving, and the price is also rising

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for example, as of July 22, the national rebar price was generally 3980 yuan and 4330 yuan per ton, up 0-50 yuan from the previous trading day. The price is close to the highest price of yuan/ton of the product last year

however, the prospect of the steel industry is still not optimistic

it is learned that the utilization rate of the steel industry in the second quarter of this year was only 73.1%. 65.7% in other aluminum metallurgy industries and 70.4% in ferroalloy industries

Zhu Hongren also said that although the price and output of the steel industry have rebounded, we should pay close attention to the signals of other aspects of the market. For example, in June, the inventory of steel in some big cities, such as Beijing, Tianjin, Shanghai, Guangzhou, Shijiazhuang, Shenyang, Harbin, etc., was increasing. "Such changes actually indicate that some new changes are taking place in the relationship between supply and demand."

A similar situation exists in the shipbuilding industry

with the recovery of the shipping market in June this year, some shipping enterprises began to undertake new orders in batches. In June, the key monitoring enterprises received 41 new orders of 4.7 million deadweight tons

among them, Zhoushan Golden Bay Shipbuilding Co., Ltd. undertook 30 vessels with a total of 4.218 million dwt, Yangfan Shipbuilding Group Co., Ltd. undertook 7 vessels with a total of 399000 DWT, Xiamen Shipbuilding Heavy industry undertook 2 vessels with a total of 114000 DWT, and CSSC Chengxi Shipbuilding Co., Ltd. undertook 2 vessels with a total of 60000 DWT

however, the shipbuilding industry association also issued a report that "the large increase in new ship orders in June compared with previous months is only a case, which does not reflect that the ship market has begun to pick up."

the reason is that the growth rate of the gross output value of the shipbuilding industry in the month showed a downward trend. In June, the gross output value of the shipbuilding industry increased by 31.1% year-on-year, down 25.4 percentage points from the beginning of the year. At the same time, the cases of "order cancellation" and "contract renegotiation" increased significantly in the first half of the year. In June, China canceled 14 orders, 1.22 million deadweight tons, an increase over May

Zhu Hongren pointed out that at present, the international economy is still in a downward channel. In this case, more attention should be paid to continuously improving the quality of ships and the level of existing ship technology, while controlling the expansion and growth of general shipbuilding

Zhu Hongren attended the naming ceremony of COSCO Group for the world's most advanced ultra deep water offshore drilling and oil storage platform on June 28. The drilling and oil storage platform is manufactured by COSCO Qidong offshore engineering company. Zhuhongren judged that similar marine engineering shipbuilding technology is relatively high and contains great business opportunities. In this regard, it should be encouraged, "the new production capacity should take more consideration of market demand and the development of the industry, and make more efforts in some new fields, so that we can get rid of the situation of serious overcapacity." He said

he stressed that in the second half of the year, the guiding opinions on accelerating the merger and reorganization of enterprises will be issued as soon as possible, and efforts will continue to be made to eliminate backward production capacity. We will promote the joint promotion of maintaining growth and adjusting structure, and will not pay more attention to the improvement of speed, but to the quality and efficiency of growth. To prevent overcapacity and inventory increase in the industry, "in the second half of the year, the Ministry of industry and information technology hopes to guide industrial enterprises to pay more attention to improving the quality of industrial products in terms of product quality, product varieties, product brands and product services." He said

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