The "Twelfth Five-Year Plan" phased out the backward production capacity
March 19 06:08:09, 2023
Ministry of Industry issued 19 industries and eliminate backward production capacity list of enterprises (the first batch)"five" elimination of backward production capacity Damulakai “The Ministry of Industry and Information Technology continued to increase the regulation of overcapacity industries, and scheduled the target of eliminating backward production capacity in 19 industrial sectors this year, and announced the list of 2,579 enterprises that eliminated backward production capacity this year.†This is Zhu Hongren, member of the Party Group and chief engineer of the Ministry of Industry and Information Technology. Speech at the press conference on the development of the national industrial communications industry on July 25. Just a few days ago, the Ministry of Industry and Information Technology released the list of 19 enterprises in the industrial sector that eliminated backward production capacity in 2012 (the first batch), and the industries such as iron making, steel making, cement, and flat glass were “on the listâ€. The list of eliminated production capacity announced this time is the first specific implementation plan for the “Twelfth Five-Year Plan†to eliminate backward production capacity targets. Among them, it is planned to eliminate 10 million tons of ironmaking capacity, 7.8 million tons of steelmaking capacity, and cement (clinker and grinding). The machine has a capacity of 210 million tons and a flat glass production capacity of 47 million weight boxes. The steel industry continues to slump15 provinces and regions accelerate the elimination of backward production capacity This year, the steel industry continued to slump, and the steel price in July has even plummeted. According to the list, 22 steel-making enterprises and 27 iron-making enterprises were eliminated, with a production capacity of 7.694 million tons and 10.456 million tons respectively. Zhu Hongren said that steel companies are a very important industry in the raw material industry. In recent years, steel production has increased dramatically, and the capacity of the steel industry has been estimated to have reached 800 million tons to 900 million tons. However, the crude steel output in the first half of this year was 357 million tons, an increase of 1.8% year-on-year. The current average daily output is equivalent to playing the annual 760 million tons. The structural problems of iron and steel enterprises and the fall in market demand have been superimposed, and there has been a severe situation in which corporate profits have fallen sharply and industry losses have occurred. In the next step, the Ministry of Industry and Information Technology will continue to actively support the merger and reorganization of iron and steel enterprises, increase technological transformation, support the steel industry to implement industry self-discipline, prevent excessive expansion of production, and provide further support for the elimination of backward work. According to relevant plans, China will significantly reduce the number of steel enterprises during the “Twelfth Five-Year Plan†period. The proportion of steel production in the top 10 steel enterprises in the country will increase from 48.6% to 60%. Focus on supporting large-scale steel enterprises to carry out cross-regional and cross-ownership mergers and acquisitions, and form 6 to 7 enterprise groups with core competitiveness and greater international influence. At present, 15 provinces, autonomous regions, and municipalities directly under the Central Government have issued the target of eliminating backward production capacity in the industrial sector in 2012. The cumulative elimination of backward ironmaking capacity is 19.59 million tons and steelmaking capacity is 13.768 million tons, both exceeding the mission targets issued by the Ministry of Industry and Information Technology. The cement industry's elimination of unprecedentedmarket turning point is difficult to show 110 million tons, 150 million tons, 219 million tons (the above mentioned 21 million tons), from 2010 to 2012, the cement industry's total elimination capacity continues to increase, this The next thousand cement companies are on the list, and the elimination is even more unprecedented. According to the list, the cement industry will eliminate backward production capacity of 219 million tons, an increase of 80% over last year; 1053 enterprises involved, accounting for 40.8% of the total number of enterprises eliminated. However, compared with the gradual increase in the number of outdated production capacity, the cement price in the first half of this year continued its weakness last year and went down again and again. From January to May, the cumulative cement production of enterprises above designated size was 7.9397 billion tons, an increase of 5.02% year-on-year, and the growth rate dropped by 14.32% year-on-year. In the first four months, the cement industry achieved sales revenue of 243.5 billion yuan, a sharp drop of 45% year-on-year; the national cement profit was only 9.5 billion yuan, a decrease of nearly 14.2 billion yuan compared with the same period of last year, a drop of nearly 60%. "In addition to the slowdown in demand for fixed assets and the sluggish demand caused by real estate regulation, the current overcapacity is also an important reason for the decline in cement prices and prices," said cement industry analyst Lu Ning. According to analyst Fu Yong, the current production capacity of the new dry process cement production in the country is as high as 2.454 billion tons, and the designed capacity of more than 200 cement production lines under construction is 360 million tons. After the production, the actual production capacity will reach 480 million tons. According to the plans of various enterprises, at least half of this year will be put into production. By the end of 2012, China's cement production capacity will reach 2.7 billion tons. He believes that the frenzied cement investment in the past two years has produced a serious overcapacity. In 2011, China's cement production was 2.06 billion tons, even if it showed a 10% increase this year, it was only 2.27 billion tons. In other words, the market's digestion of cement will not exceed 2.27 billion tons this year, and the cement overcapacity ratio will reach 18.9%. "This year's off-season will be the hardest day for cement companies in recent years." Lu Ning pointed out that the third quarter is the traditional off-season, and the market turning point is hard to come by. If the economic situation picks up, the cement industry will see a turnaround in the second quarter of next year. The flat glass industry is stillirrational. The irrational construction exposes the supervision. The flat glass has been listed by the State Council as one of the six overcapacity industries in 2009. The state has also adopted a series of control measures. In May last year, the Ministry of Industry and Information Technology issued the "Notice on Suppressing the Rapid Growth of Flat Glass Production and Guiding the Healthy Development of the Industry", demanding vigorously promoting the merger and reorganization of the flat glass industry and optimizing the industrial structure. This is following the State Council's "Suggestions on Suppressing Overcapacity and Duplicate Construction in Some Industries and Guiding the Healthy Development of the Industry". The Ministry of Industry and Information Technology has separately issued guidance documents for the flat glass industry. At the same time, this is the fourth relevant policy and regulation after the “Several Opinions on Promoting Structural Adjustment of Flat Glass Industry†and “Admission Conditions for Flat Glass Industryâ€. According to relevant plans, the production capacity of the flat glass industry during the “Twelfth Five-Year Plan†period was 47 million weight boxes, and the flat glass industry eliminated a total of 46.45 million weight boxes of backward production capacity, accounting for 98% of the total target, involving 48 enterprises. The total number of eliminations has doubled compared with 2011. It is not difficult to see from the data released over the years that the strength of the elimination of flat glass is also increasing. In 2010, China eliminated the backward production capacity of flat glass by 9.935 million weight boxes, and in 2011 it increased to 29.427 million weight boxes, and this year reached 46.45 million weight boxes. , an increase of 58% over the previous year. “From the perspective of the market, there are two reasons for overcapacity in the flat glass industry. First, the speed of self-production is too fast, and the whole industry is not rational. Secondly, the lack of sensitivity to the upstream market is not timely when the real estate market is strictly controlled. 'Brake,' said Tian Yanli, a researcher at the China Investment Consulting Industry Research Center. It is understood that the flat glass project has been implementing the filing system for many years and lacks relevant industry regulatory basis. "To fundamentally solve the problem of repetitive and low-level construction, we must start with improving the industry supervision system." Tian Yanli said, "The overcapacity of flat glass reflects from one aspect that China's industry lacks a single, long-term, economic development. An effective management mechanism. If a professional monitoring and management organization can be established, it can be controlled in the early stage of the situation and will play a role in safeguarding economic development."