据《布隆伯格情报》分析指出，在中国钢铁业里，近七成制造商于上半年出现亏损，并且破产情况料将影响众多企业。作为该机构的高级分析师，在她的报告中提出了这一观点。新疆宝伊铁钢有限公司、甘肃九钢集团和安阳钢铁股份有限公司面临最高的倒闭风险，很可能成为被收购的对象。
然而，这三家公司在收到电话询问后并未立即给予回应。
《布隆伯格情报》指出，这波企业合并潮有助于北京促进其钢铁行业进一步集中化。政府期望到2025年，位列前五的公司能够掌控40%市场份额，而排名前十的企业则需达到60%的控制度。尽管如此，分析显示中国在这一方面仍落后于韩国和日本。
中国正面临着房地产危机与经济增长放缓的挑战，这推动了该国大型钢铁行业的大规模重组。中国宝武钢铁集团董事长上个月发出警告，指出面临的危机可能比2008年和2015年更为严重。国内需求下滑导致钢厂转向增加出口，引发来自认为金属被以低于成本价倾销国家的抗议。
然而，《布隆伯格情报》分析认为，中国钢铁出口到2026年底之前不会显著减少，原因是在总产量下降之际，更多贸易伙伴已采取限制措施。
尽管如此，中国预计在五年的房地产危机中至少保持5%的经济增长。假设相关政策实施得力以应对这场预计将持续数年的挑战，《布隆伯格情报》表示中国的增长路径将得到改善。
有报道指出，经济日报认为今年可能还会实施新的房贷利率削减计划，旨在提振正在放缓的消费，这一观点来自于分析师的看法。
另一方面，在面对美国监管机构对数据管理和风险控制要求的阻碍后，中国某银行在美扩张计划遭遇瓶颈。《华尔街见闻》了解到，美国联邦储备委员会因该银行的数据管理及风险控制问题对其实施了处罚。这些情况发生在近期，具体时间不详。
接下来一周的日程：
星期一（9月23日）：[内容待定]
星期二（9月24日）：[内容待定]
星期三（9月25日）：[内容待定]
星期四（9月26日）：[内容待定]
星期五（9月27日）：[内容待定]
新闻来源：www.bloomberg.com
原文地址：China’s Massive Steel Industry Faces Wave of Bankruptcies, Consolidation
新闻日期：2024-09-23
原文摘要：
China’s is setting the stage for a wave of bankruptcies and speeding a much-needed consolidation of the industry, according to Bloomberg Intelligence.Almost three-quarters of the country’s steelmakers suffered losses in the first half and bankruptcy is likely for many of them, , a senior analyst at BI, said in a . Xinjiang Ba Yi Iron & Steel Co., Gansu Jiu Steel Group and Anyang Iron & Steel Group Co. face the highest risk, and could be potential acquisition targets, she said.The three companies didn’t immediately respond to calls seeking comment.The wave of consolidation will help Beijing encourage more concentration in its steel industry, BI said. The government wants the top five companies to control 40% of the market by 2025 and the top 10 to account for 60%. These targets look “achievable,” although China will still be well behind South Korea and Japan in this respect, Leung said.Read More: China’s persistent property crisis and flagging economic growth are reshaping the country’s massive steel industry, with the head of its biggest producer, China Baowu Steel Group Corp., warning last month of a crisis worse than in 2008 and 2015. A slump in domestic demand has meant mills have increased exports, spurring a from countries who say the metal is being dumped at below cost. However, China’s steel exports aren’t likely to decline until the end of 2026, as total production falls and more trading partners step up restrictions, according to BI. rescue package offers the best path for putting the country on track to expand around 5%, in the view of most economists, assuming it’s deployed to maximum effect in the face of a real estate crisis expected to last as long as five more years. may carry out a new around of mortgage rate cuts this year to help shore up flagging consumption, the Securities Daily report, citing analysts. expansion plan in China has hit a roadblock with US regulators after the Federal Reserve imposed a penalty on the bank for its data management and risk controls, according to people familiar with the matter.Monday, Sept. 23:Tuesday, Sept. 24:Wednesday, Sept. 25:Thursday, Sept. 26:Friday, Sept. 27:
