Raw materials industry reshuffle increased

This year, the Ministry of Industry and Information Technology will promote the establishment of standards for lagging production capacity based on energy consumption and environmental protection in iron and steel and cement industries. Backward production capacity will be banned. At the same time, iron ore resource protection will also be strengthened. Measures include research and adjustment of domestic iron mine taxes and fees. Policies to promote domestic mine burden reductions.

Raw materials industrial restructuring can be expected

The Ministry of Industry and Information Technology issued the “Key Points for the Transformation and Development of Raw Materials Industry in 2015” (referred to as “Working Points”) on the 3rd. The "Working Point" proposes to improve industrial access and standardize management, conduct self-declaration of the company's self-declaration in the cement industry in line with the conditions of the pilot conditions, and gradually establish management methods for self-declaration of the enterprise and follow-up supervision of the government in strengthening the matter. We will strengthen the interface between policies governing access management and finance, environmental protection, and energy, and implement differentiated policies.

In the iron and steel industry, the Ministry of Industry and Information Technology will revise the steel industry's regulatory conditions and its management methods, as well as the lead, zinc, and tungsten-tin industry specifications, and establish and standardize a comprehensive information database for iron and steel enterprises.

At the same time, the Ministry of Industry and Information Technology will re-revise the "standard conditions for the iron and steel industry" this year, strengthen the standard constraints of energy conservation and environmental protection, and introduce the "Measures for the Regulation of Steel Industry Enterprises", and carry out dynamic management of the announced normative enterprises. At the same time, we will establish a comprehensive database of standardized corporate information to provide information support for standardized management.

Promote the integration of the steel industry. According to the overall arrangement of the “Industrialization and Integration of the Raw Materials Industry” (2015-2018), the Ministry of Industry and Information Technology will focus on promoting the integration of the steel industry, implementing smart factory application demonstrations, and promoting and revising a batch of integrated standards to support large-scale The iron and steel enterprises have their own e-commerce platform to transform the industry into an open platform and promote the processing and distribution of personalized orders such as automobile plates and shipbuilding plates.

Forced excess capacity to exit the market

The reporter learned that the Ministry of Industry and Information Technology will take the implementation of the new environmental protection law as an opportunity to work together with related departments to strengthen post-event supervision, and force surplus production capacity to withdraw from the market. This year, the Ministry of Industry and Information Technology will jointly implement quality inspections, industrial and commercial development, and reform and other departments to carry out special operations to combat strip steel and maintain a fair market environment.

According to the calculation of the China Iron and Steel Association, according to the requirements of the new environmental protection law, currently 70% of steel companies do not meet the new standards and need to add new environmental protection facilities. This will have a very significant cost impact on private steel companies. In the situation where the steel market is still sluggish, the installation of environmental protection facilities in the private steel enterprises is not optimistic.

The industry believes that from the “points of work”, the management of the Ministry of Industry and Information Technology will be more stringent in 2015, and cement and steel companies with severe environmental protection or excessive capacity will face bans, because only in this way can they be truly The shuffling and regulation of the industry can cure the ills of the domestic steel industry.

According to reports, China’s leading steel companies have done a good job in environmental protection facilities, production capacity control, and operating performance. However, due to the disorderly competition of some steel companies, the steel plate performance of some well-run steel companies has also been delayed. Hind legs. Therefore, as environmental protection becomes the criterion for judging backward production capacity, the growth environment for leading companies will be optimized.

Iron ore industry is expected to lighten

The Ministry of Industry and Information Technology released the "Key Points for the Transformation and Development of Raw Materials Industry in 2015", and for the first time, it mentioned for the first time the iron ore industry operating at a loss for nearly half a year. “Strengthening iron ore resource security. Support large and medium-sized iron ore mines with large resource reserves, high production levels, energy conservation and environmental protection that meet national requirements, and maintain a stable supply capacity. Study and adjust the domestic iron mine taxation policy, learn from the practice of international mining giants. We will reduce the burden on domestic mines and continue to increase the influence of domestic spot platforms, iron ore futures, and China's iron ore price index on the iron ore market, and promote the establishment of a fair and just iron ore price formation mechanism."

According to industry sources, the statement of the Ministry of Industry and Information Technology can be described as the long-term drought every time - the iron ore industry is looking forward to reducing its burden for more than half a year.

In February, the Shanghai Daily reported on “China's iron ore sharply reduced foreign dependence soaring” to report on the iron ore situation in China: due to the cost, the mines in the country continued to spread out in June and July last year when the price of iron ore was 100 US dollars. Discontinued news. As of March 2, international ore prices fell to 66 US dollars / ton. In the fourth quarter of last year, iron ore production cuts and production cuts further increased.

It is reported that the cost of overseas mines is generally between 30 and 40 US dollars. Under the circumstances of US$60 to US$70, although the profits of the four major overseas mines have been greatly reduced, they have persisted in the expansion strategy, and Chinese companies have become more productive as they lose production.

The statement of the Ministry of Industry and Information made the iron ore industry see hope. The reporter was informed that the most common reaction of domestic mining enterprises is the resource tax. The iron ore resource tax has not yet been changed from quantity measurement to ad valorem. In addition, the mining companies also hope to adjust the value-added tax, fuel tax and local adjustment funds.

According to industry estimates, after reducing the burden, the cost of domestic mining companies can be reduced by about 20 US dollars.

Promote the use of industrial robots

The "Working Point" proposes that the application of "key positions" robots in the raw material industry should be promoted, and a group of professional robots should be promoted in such positions as health hazards and hazardous operating environments, repeated heavy labor, intelligent sampling and analysis. At the same time, it is required to strengthen the cooperation between rare earth enterprises and application companies to solve the bottleneck restricting the transformation of scientific and technological achievements, and support rare earth enterprises to actively participate in the research and development of new products and new technologies of enterprises in the field of industrial robots.

Prior to this, Su Bo, deputy minister of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will strengthen the top-level design to guide the development of the robotics industry, and at the same time organize the compilation of the industry standard system structure chart and standard schedule of the robot industry in China. We will strive to form a relatively complete system of industrial robots by 2020. The technological innovation capability and international competitiveness of industrial robots and enterprises will be significantly enhanced, and the high-end market share will reach 45% or more, so as to basically meet international construction, national economy and society. The need for development.

In this regard, Soochow Securities researcher said that the current international giants occupy more than 55% of the Chinese industrial robot market. After domestic robot companies overcome technological difficulties, they will continue to increase their core competitiveness and highlight cost advantages. As long as the upgrading of key component products is achieved, the development of the entire robot industry can be supported, and the effect of replacing imported products will gradually be released.

In the “Twelfth Five-Year Plan”, the state has taken industrial robots as an important part of smart manufacturing equipment. With the gradual release of policy dividends, industrial robots are expected to usher in industrial take-off.