新闻 > 经济
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China

中钢协:拿环保政策炒作钢价是危言耸听

2017-08-11 10:08:32   新华网

 三方面驳斥炒作逻辑

近期,“环保”成为市场炒作钢铁行情的主要逻辑。如某券商研报认为,环保限产带来中短期供需缺口支撑钢价、吨盈利走强,行业集中度进一步提升,要重视环保限产带来的投资机会。得出上述结论的主要逻辑:一是环保高压。高炉开工率低于同期可比数据,非重点企业日均产量震荡走低。二是京津冀采暖季限产50%,减少钢材产量约3241-5750万吨,非重点企业产量收缩强于重点企业,长材与板材的收缩强度存不确定性。三是环保限产执行。范围广、力度强、督企督政并行,精准与科学执法提升效率。

对于借助“环保政策”进行炒作的逻辑,中钢协指出,严厉的环保政策对钢材市场供应的影响有限,不能谈环保色变,草木皆兵,并指出了行情炒作者的三处硬伤:

一是对环保政策缺少应有的透彻理解,“2+26”城市大气污染防治计划是在雾霾天气对区域内企业采取停产限产措施,并不能等同于直接影响50%的钢材产量;二是对钢铁行业、钢铁企业环保现状不了解,当前大多数会员企业总体上实现环保达标排放没有问题;三是不相信地方政府能够科学、公平地执行环保政策。中钢协认为,钢铁企业将进一步加大环保投入,为改善环境做出新的贡献。地方政府不会对环保达标的企业采取“一刀切”的停产限产措施。

钢铁企业代表表示,考虑到市场供需关系及下游用户的承受能力,不会任意抬高价格,也不愿意钢材价格大幅波动。近些年钢铁行业生产经营经验表明,钢材高价格并不意味着钢厂高利润,因为原燃料、辅料价格会随着钢材价格的上涨而大幅上涨,通常会超过钢材价格的上涨幅度,钢铁行业受这样的剪刀差之苦已经不止一次了。钢铁企业对行业平稳运行的渴望与期待超过相关各方,将会积极维护行业平稳运行。

 多方面提示市场风险

业内专家指出,随着钢铁价格的持续快速上涨,高位运行的风险正逐渐积聚。王国清称,8月下旬不回调的话,预计9月份也会回调。

在目前的市场状况下,不光是中钢协和业内专家反复提示风险,钢铁上市公司也开始提示风险。如柳钢股份日前发布股票交易异常波动公告,提示三方面风险:一是钢材价格短期涨幅过大,后续能否持续上涨存在较大不确定性。二是7月3日至今公司股票累计涨幅54.61%,涨幅超过行业大部分公司涨幅。目前公司股票价格处于相对高位,请投资者注意投资风险。三是今年原燃料价格涨幅相对较小,后期跟随钢材价格上升的可能性较大,随着市场成本上升,公司现有盈利水平能否维持存在不确定性。

二级市场走势也在提示投资者注意市场风险。8月10日,钢铁板块下跌3.04%,领跌全市场,11只钢铁股下跌4%以上。其中,鞍钢股份下跌6.2%,太钢不锈下跌6.04%,马钢股份下跌5.12%。

上一页2/2下一页
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China

相关阅读

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
分享到:
0 0
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China

美图推荐

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China

为您推荐

加载更多>>
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170811/31074155_2.html
Server: cms-8-251
Date: 2024/06/16 08:57:30

Powered by China
China