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大陸鋼鐵企業 停產潮來了 @ 2012-08-01T04: Back Hot News
Keyword:鋼鐵 鋼企 上半年 利潤 退稅 工信部
Concept:鋼企利潤 , 上半年鋼鐵行業
過去幾年鐵礦沙狂加,鋼鐵價狂升,經過一段風光日子後,鋼鐵企業開始步入寒冬。日前中國鋼鐵工業協會四屆常務會議上透露,上半年會員鋼鐵企業累計實現利潤僅23.85億元,同比大減95.81%,扣除投資收益,鋼鐵主業上半年實際虧損達13億元。與會上除了幾大鋼鐵業巨頭,寶鋼、首鋼、鞍鋼外,仲有近百家鋼鐵企業到場。
太鋼不銹(000825)預計上半年實現淨利潤2.52億元-4.19億元,同比下降50%-70%。本鋼板材(000761)預計盈利約1.2億元-1.8億元,下降69.77%-79.85%。河北鋼鐵(000709)盈利約9880萬元-3.95億元,同比下降60%-90%。
    其次的矛盾是,鋼企盈利低迷,而產能卻擴張不止。據中鋼協最新數據,今年前5個月,80家全國重點大中型鋼鐵企業的利潤同比下降94%以上,銷售利潤率僅為0.17%。就算前兩年,大中型鋼鐵企業的銷售利潤率也僅為2.91%和2.4%。但是,就在這種情況下,鋼企產能擴張的腳步卻還是停不下來。據「我的鋼鐵」匯總的信息,今年以來還有鋼廠的新建高爐投產,高產能加上弱勢的市場,鋼鐵業依靠產量調整來緩解供需矛盾的空間越來越小。
另據《經濟參考報》周一援引該協會未具名官員的話報導,5月份中國大中型鋼企利潤較4月份下降21.7%,至人民幣14億元。該報稱,在利潤空間本就微薄、下游行業需求低迷的情況下,鋼企利潤的減少很大程度上是由於鋼鐵價格的下跌以及原材料成本的上升。

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