The Three Aspects of Policy Should be concerned in Steel Investment This Year
2017-02-14
In 2016, the black system had an extraordinary year. Looking ahead 2017, a number of spot speculators expected 2017 steel market is not expected to rise as 2016, but definitely better than 2015.
Looking back at 2015, the steel market is extremely sluggish after the price goes down, but the extremes meet. The majority of steel mills due to a substantial reduction in losses after the market in early 2016 ushered in the reverse. The rise in demand for steel in China has also boosted the price of iron ore.
In the main line of structural reform on the supply side, some important economic indicators have stabilized steadily, industrial added value growth, enterprise efficiency and fixed asset investment have stabilized and rebounded, especially since private investment has stabilized and PPI is negative further rise. In 2017, the country has a new step in the steel industry. Zhuochuang record information analyst Li Chao believes that the three policy will be related to 2017 steel market ups and downs.
First, since January 1th, 2017, the steel industry to implement a more stringent differential pricing policy and based on the process of energy consumption ladder pricing policy. Out of the class by 0.3 yuan per kilowatt-hour increase of 0.3 yuan per kilowatt-hour increase of 0.5 yuan; restrictions continue to maintain the price increase per kilowatt-hour 0.1 yuan; not completed on time to resolve the excess capacity to implement the solution to resolve the task of the iron and steel enterprises with reference to the elimination of per kilowatt-hour Fare increase of 0.5 yuan implementation. "This provision from the source to raise the cost of steel, steel prices this year will remain at 3,000 yuan / ton." Li Chao is expected.
Secondly, the government's investment in the infrastructure sector has stimulated domestic demand for industrial metals. At present, China has made great efforts to develop infrastructure. With the advance of PPP projects in the fields of airport, water conservancy, railway and energy, the demand for steel will not be reduced and infrastructure investment is expected to maintain high growth. It is still the mainstay of pulling steel demand.
Third, since July 2017, Beijing, Tianjin and Hebei iron and steel, cement industry to be certified sewage. In June 30, 2017 before the completion of the national thermal power and paper industry enterprises sewage permit application and issuance, pilot Beijing, Baoding City, Langfang City, iron and steel, cement elevated source sewage permit application and issuance. From July 1, 2017 onwards, the above-mentioned industries and enterprises should be allowed to discharge sewage, the establishment of self-monitoring, information disclosure, record accounts and periodic reporting system. "Later in the national pollution control under the management of some of the serious pollution of small
steel mills will face the risk of closure, standardized steel enterprises will become the mainstream steel prices gradually on track, into a reasonable price range.