关于中国钢铁行业产能过剩的原因,有人提及治理不完善与资本市场资源配置的低效是重要原因之一,应对之策自然是治标不治本。在既成事实的前提下,化解产能过剩才是关键。
On China's steel industry overcapacity reasons, it was mentioned that governance is not perfect and inefficient allocation of resources in the capital market is one of the important reasons, the natural response is a temporary solution. An established fact in the premise, is the key to resolve the overcapacity.
一、从不同角度正确认识产能过剩的诸多原因,是找到有效解决对策的前提。
One, from a different point of view of the correct understanding of the many reasons for overcapacity, is to find an effective solution to the premise.
从产业生命周期看问题,几乎所有的产业都要经历初创、成长、成熟和衰退四个时期,不同产业各阶段经历的时间长短或许不同,但成熟期的一个普遍现象就是产能过剩。适度的产能过剩有利于行业的充分竞争,有利于行业的优胜劣汰和转型升级。
Look at the issue from the industry life cycle, almost all industries experienced start-up, growth, maturity and decline of the four period, the length of time the different stages of industrial experience may be different, but a common phenomenon in the mature period is excess capacity. Moderate overcapacity is conducive to full competition in the industry, the industry is conducive to the survival of the fittest and transformation and upgrading.
二、从理论看来,供不应求时,商品价格上升,吸引更多资本进入该领域;供给大于需求,就会导致价格下降,从而减产甚至有资本退出,价格重回均衡。但钢铁行业是技术、资本密集型行业,进入壁垒不高但退出很难。钢铁企业投资巨大,年销售额相当可观,是名副其实的缴税大户,全国依托钢铁企业成为钢城的城市不在少数。
Two, from the theoretical view, demand, rising commodity prices will attract more capital into the field; supply exceeds demand, will lead to lower prices, and even cut capital exit, return to equilibrium price. But the steel industry is technology, capital intensive industries, barriers to entry is not high but difficult to exit. The huge investment in iron and steel enterprises, the annual sales is considerable, is worthy of the name of tax payers, relying on the national iron and steel enterprises to become the steel city not in the minority.
三、 有的企业工艺设备落后、产品结构不符合市场需求或者经营管理不善,面临困难之时总能得到银行资金的特别救助,这其实就是在鼓励落后。应严格执行国家环保法规,环保投入较少的钢企造成不公平竞争,环保达标的企业竞争不过环保不达标的企业。
Three, some enterprises process equipment, product structure does not meet the market demand or poor management, when faced with difficulties can always get special assistance bank funds, which in fact is to encourage backward. Strict implementation of national environmental laws and regulations, environmental protection and less investment in steel prices caused by unfair competition, environmental protection standards, but the competition is not environmentally friendly enterprises.
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