The Ministry of industry and information technolog

On February 26, entrusted by the Ministry of industry and information technology, China Metallurgical Industry Planning Institute convened representatives of more than 30 domestic steel enterprises to hold an internal meeting called China Steel planning forum to make suggestions for the 12th Five Year Plan of the steel industry

Liushuping, deputy director of the planning department of the Ministry of industry and information technology, revealed at the meeting that during the formulation of the 12th Five Year Plan, the Ministry of industry and information technology will further promote the connection between national 4 and 100% FS national planning and local planning, the connection between steel industry planning and downstream industry planning, and make adjustments according to changes in the situation to ensure the timeliness of planning guidance

Li Xinchuang, President of China Metallurgical Industry Planning Institute, told this newspaper that the 12th Five Year Plan of the steel industry mainly focuses on structural adjustment, industrial layout, joint reorganization, industrial chain construction, etc

the national mining company guessed that

suggestions for iron ore negotiations once again became one of the main contents of this seminar

the representative of Angang Group believes that with the further expansion of steel production capacity, China's steel industry will be very dependent on imported resources. In view of this situation, a unified direction should be determined in planning

the heads of the planning department from Shandong Iron and Steel Group and Hebei Iron and steel group suggested that a unified resource procurement company be established for unified negotiation and pricing. China has been in a passive position in iron ore negotiations. The key to changing the current situation is to unify the price. The representative of Shandong Iron and steel group said

at present, there are more than 100 steel enterprises and traders with iron ore import qualifications in China. Not only are the import channels extremely scattered, but the import order is also quite chaotic

due to the confusion of imports, foreign mines can first talk with a steel mill, find out the bottom line of this steel mill, and then bargain with another one on this basis, which is very unfavorable to the whole negotiation, resulting in huge losses in the cost of China's steel industry. Moreover, it is also related to the overall economic interests of the country. The above representative of Hebei Iron and steel group said

he suggested that the Ministry of industry and information technology organize large domestic steel enterprises to establish a national mining resources joint stock Co., Ltd., which is first composed of the investment and participation of 16 largest 10 million ton steel mills in China, to purchase and invest in iron ore uniformly, and then distribute iron ore according to the proportion of equity

in his view, after unifying the demand of these steel mills for imported iron ore into a mining company with more than 22000 employees in more than 60 places around the world, its procurement volume can reach about 200 million tons per year, and the procurement amount can reach 50 billion-100 billion yuan. When negotiating with the three major mining companies, it must have more say than the number of long-term agreement mines that each steel mill talks about now

Li Xinchuang agreed with this proposal. If unified procurement can be achieved, many problems in iron ore negotiation can be solved

but my steel analyst Zeng Jiesheng believes that establishing a unified ore purchasing company can solve many problems in theory, but it is difficult to operate in practice. Iron ore procurement involves many interests. It is almost impossible to require each steel plant to hand over the right to purchase ore at present

in its view, at present, the mergers and acquisitions of domestic steel enterprises mostly reflect the will of the government, and there are few cases of real market-oriented mergers and acquisitions. The director of SASAC wants you to merge. If you don't want to merge, you have to merge

a vice president of Chongqing Iron and Steel Group also deeply understands this. The first thing to be solved in the joint reorganization is the problem of the government, and the problem of the enterprise itself is easy to solve. At that time, the government asked Chongqing steel to acquire Chongqing special steel. For this matter, there is a saying in the industry that patients are dead, which means that Chongqing Steel itself has many problems, and it has to acquire an enterprise with serious losses

for restructuring, we have suffered a great loss and learned a lesson. We have just breathed out. The vice president of Chongqing Iron and Steel said frankly

an executive vice president of private steel enterprises in Jinxi, Hebei, stressed that in the process of mergers and acquisitions, it is necessary to prevent the country from advancing and the people from retreating under the banner of eliminating backward production capacity, and to annex private enterprises in the name of eliminating backward production capacity

Li Xinchuang said that in terms of joint restructuring, during the 12th Five Year Plan period, the iron and steel industry should adhere to the combination of promoting mergers and acquisitions and controlling the blind expansion of production capacity and eliminating backwardness; Adhere to the combination of respecting market rules and government promotion and coordination; We should continue to encourage the combination of intra regional mergers and cross regional mergers, mainly cross regional mergers. At the same time, we should ensure the safety of state-owned assets, give full consideration to the interests of all parties, and pay attention to the integration and integration of enterprises after mergers and acquisitions

controversial coastal and riverside strategies

Li Xinchuang said that in terms of industrial layout, during the 12th Five Year Plan period, the shipping activities of steel in Southeast Asia should still be arranged in accordance with the principles of inland control, appropriate riverside development and coastal development, focusing on the construction of large steel bases in Coastal Ports. At the same time, he pointed out that the construction of large coastal steel bases must also adhere to the principle of controlling the total amount, eliminating backward and combining reorganization

in this context, for the Fangchenggang project of WISCO and the Zhanjiang project of Baosteel, which were required to be postponed by the national development and Reform Commission, but many foam granulator enterprises do not pay attention to environmental protection issues in their production experience, Li Xinchuang said that these two projects should continue to be constructed

in the future, 40% of domestic production capacity will be transferred to the coast and along the river. At present, the total production capacity of China's steel industry has exceeded 700 million tons, which means that about 300 million tons of production capacity will continue to be transferred or newly built along the coast and the river

however, such a huge capacity transfer also caused controversy among the participants. How can many inland steel mills continue to survive? It is the first problem that the competent department must face

a person in charge of Xinyu Iron and steel admitted that its layout is unreasonable, not relying on the river or the sea, and far away from resources and markets. However, the current industrial policy does not point out how our enterprises should develop and advance and retreat

the representative of Chongqing Iron and steel group said frankly that it is still necessary for inland steel mills to exist and develop. On the one hand, steel mills will gradually increase the amount of scrap, while scrap is concentrated in the interior. On the other hand, the interior is often the area of steel demand. When transferring production capacity, we should consider the differences in product structure

although the representative of Jiuquan Iron and steel agreed that it is a trend to encourage the distribution of production capacity along the coast and the river, he also stressed that whether the enterprises along the coast and the river can continue the trend of resources and markets overseas is a necessary condition for adhering to the production capacity transfer

the aforementioned Chongqing Iron and steel representative also said that if the production capacity of the mainland is still growing and cannot be reduced, and large projects are being carried out along the coast at the same time, it will further aggravate overcapacity and bring impact to the market. Li Xinchuang also pointed out that the construction of large coastal steel bases must adhere to the principle of controlling the total amount, eliminating backward and combining reorganization

representatives of Baosteel Group admitted that the main problems faced by Baosteel Zhanjiang project are the relocation of a base of Guangzhou Iron and Steel Co., Ltd., the serious losses of Zhujiang Iron and Steel Co., Ltd. every year, how to improve the operating capacity of the steel plant after the relocation, how to resettle employees, and so on