At present, the current situation of China steel industry is bleak, and the continuous downward trend has burned out the last hope of steel enterprises. Although many enterprises have struggled repeatedly, the demand of the steel industry has never shown signs of recovery. The winning of the right to host the 2022 China Beijing Winter Olympics has rekindled the hopes of steel mill owners. According to the plan of the Winter Olympics Bid Committee, Beijing 2022 Winter Olympics will form three relatively concentrated venues: Beijing, Yanqing and Zhangjiakou Chongli. The snow project will be held in Zhangjiakou, and now Beijing is planning to build a high-speed rail to Zhangjiakou. In addition to railways, venue construction, surrounding real estate projects, highway construction and bridge construction will stimulate the demand for construction steel. According to the agency's calculation, during the period of 20 16-2022, the demand for construction steel will be indirectly driven by 55 million tons every year, including 44 million tons for housing construction and1/10,000 tons for infrastructure construction.
What impact will the 2022 Winter Olympics have on the steel industry? Will steel mills stop production in the 2022 Winter Olympics? For this problem, I want to summarize the following points:
1.The hosting of the 2022 Winter Olympics will have a complex impact on the steel industry, which is generally good news. Let me elaborate on my views below.
It will definitely promote the development of iron and steel industry. (and 1 are a bit repetitive)
This time is unlikely to be an opportunity for the steel industry to rise.
First of all, it is certain that China's successful bid to host the 2022 Winter Olympics is good news for the steel industry. It's simple. To host the Winter Olympics, venues need to be built, roads and bridges including high-speed rail need to be repaired, and real estate near venues needs to be on fire-all of these are inseparable from steel.
It is understood that in order to prepare for the 2008 Olympic Games, China spent seven years to invest more than 300 billion yuan in infrastructure construction, investing in the construction of 12 stadiums, the renovation and expansion of1/kloc-0 temporary stadiums, and the renovation of 45 independent training halls. In addition, the capital airport eastward expansion project, T3 terminal and the total mileage of expressway network have been completed.
It is foreseeable that the 2022 Winter Olympics will also attract huge investment. However, on the one hand, the cake for the Winter Olympics is much smaller, and on the other hand, this cake has been partially made before 2008 (for example, the 12 stadium needed for the Winter Olympics, 1 1 is already ready-made, and it is only necessary to build a new national speed skating hall. ), so this investment is much less than in 2008. On the budget for the 2022 Winter Olympics:
Thrift is a main idea and goal of Beijing's Olympic bid. According to the budget of the Winter Olympics, the preparation budget for the games is about $654.38+56 million, with government subsidies accounting for 6%. The budget for venue construction, including competition venues and non-competition venues, is about 1, 5 1 billion dollars, of which 65% comes from social investment.
Although the money doesn't seem to be much, it is just a locomotive, and the investment driven by it is not small. I can't estimate how much it can drive. The radiation radius is mainly in North China. PS。 Abdominal black: Hebei Iron and Steel (a subsidiary of Hebei Iron and Steel Group) announced the first quarter financial report of 20 15, showing that the operating income was 219.58 million yuan; The investment budget for the Beijing Olympic Games is $40 billion.
Secondly, the 2022 Winter Olympics put forward strict requirements for the environment of the host city. At present, iron and steel enterprises are almost big polluters. Even if there is no waste discharge on the surface, if you look up on a sunny day, you will find that there is almost an inverted dust bowl near the steel plant. (Don't ask me how I know) More formally:
The hosting of the Winter Olympics in 2022 will realize the environmental protection in Beijing, Tianjin and Hebei, force the steel industry to upgrade, and greatly promote the improvement of steel plants from extensive pollution to effective governance.
This influence is actually divided into two aspects.
On the one hand, for large and medium-sized iron and steel enterprises, all kinds of software and hardware conditions, such as enterprise strength, social image and source of funds, are there, and even pollution will never be seen (this sentence is ambiguous, but it is exactly what I want to express). Therefore, environmental protection is the only way for enterprises to survive and develop. It's not a big problem for the state to help you think about it again.
On the other hand, for small steel enterprises, all the money earned comes from environmental protection. Without funds and assistance, it is difficult for them to invest in environmental protection. They only stop production during the day and night or check the production at ordinary times, which leads to the existence of black factories. (A joke, it is said that there are 7 steel mills in Bureau A and 9 in Bureau B, totaling 1 1. )
Therefore, the 2022 Winter Olympics is both an opportunity and a challenge for the steel industry in this respect: environmental protection forces industrial upgrading and eliminates backward production capacity, which is conducive to the sound development of the steel industry; But for those employees who are in backward production capacity, unemployment may be close at hand, and many large and medium-sized enterprises make no difference when the capital flow is not good.
Finally, this is by no means an opportunity for the steel industry to rise. At present, there are two main dilemmas in the steel industry.
First, there is a serious overcapacity and imbalance. The price of upstream raw iron ore is high, and the price of downstream products is low (it is said that the rebar for construction has dropped to about 2 100 yuan/ton, and the price of cabbage in most vegetable wholesale markets exceeds this price), and the profit margin is meager (that is, Pugang has lost money);
Second, the capital flow is not smooth. If steel enterprises are not well managed, it will be GG if they encounter bank loans again. In any case, the 2022 Winter Olympics is not an opportunity for the steel industry to rise (besides, the steel industry has already risen, and now it seems to be going downhill), and it can at most revive the steel industry.
-For more questions about the steel industry, you can check the relevant information and knowledge of Changzhou Precision Steel Tube Blog Network.
Published in11-2811:57.