Section 130 Promotion

Xiao Chunyang glanced at Li Yonggang and said without saying a word: "Yonggang, you seem to have changed your view of this guy."

"Well, I originally thought this guy was a bit sensational, but I felt that my judgment was somewhat different in my two things. Even if this guy really wanted to make political achievements, he was at least a little brave and dared to bite the toughest bones. How long has it been said that the steel industry has been integrated? Everyone knows that this is a hot potato. Whenever he talks about this issue, he either talks about it, or he is ambiguous or vague, or just talks about some principled nonsense. When it comes to substantial, critical and specific issues, everyone keeps talking." Li Yonggang seemed to be thinking about it: "But Zhao Guodong is a little different. Although you read this article, although the tone is relatively gentle, the points raised in the industry know what it refers to. The two provinces of Jizhong and Qilu are all hot. Isn't it a taste?"

"Then do you judge that the Central Committee will truly adopt his opinions?" Xiao Chunyang also knew that Zhao Guodong was not a passionate young man with a clue. If he dared to publish this article by signing, he would definitely have obtained permission from the above. The key is whether the central government will really follow this opinion. I believe that this question is not just about Jinggang, Baosteel, Tanggang, Handangang, Jugang, Jigang, local governments such as Jizhong, Qilu, and Beijing, and Hujiang. The publication may be a trend. See the industry's reaction. As for whether it will be truly implemented, it is not easy to say.

"It's not easy to say. Integration of the steel industry is not only an economic problem, but also a social problem and a problem." Li Yonggang felt that his words were quite good, "It depends on the game results of the powers of all parties."

Xiao Chunyang smiled slightly. He was very happy that Zhao Guodong's thoughts were attracted by the domestic fertilizer import rights issue and the integration of the steel industry, and he was even a little lucky. He had always felt inexplicably vigilant and fearful of Zhao Guodong. Even he could not tell why he felt such a weird feeling, but his intuition told him that this guy was quite dangerous, and this feeling reached its peak after Zhao Guodong became the deputy director of the National Development and Reform Commission.

Every move of Zhao Guodong will greatly attract Xiao Chunyang's attention. If the import rights of fertilizers are better, then the steel industry integration and the iron ore negotiation mechanism will almost directly involve their own interests. The integration of the steel industry is the topic of Jinggang Headquarters, and the impact with Jinggang International is not too great, but the iron ore negotiation mechanism and import channels are related to their own interests, and the problem is not just that.

Xiao Chunyang has always been worried that Zhao Guodong would strongly interfere with the iron ore import mechanism and negotiation mechanism. Although that is not the main responsibility of the National Development and Reform Commission, it belongs to the Ministry of Commerce, but the National Development and Reform Commission shoulders the responsibility of industrial coordination, and the steel industry is a basic industry of the national economy. The National Development and Reform Commission also has a considerable say in the iron ore import mechanism and negotiation mechanism. The Ministry of Commerce also needs to solicit opinions from the National Development and Reform Commission, and Zhao Guodong is the leader of the National Development and Reform Commission in charge of industrial coordination. This makes Xiao Chunyang feel a little unwilling to eat and sleeping.

Fortunately, the integration of the steel industry is more attractive to Zhao Guodong's energy in any aspect than the iron ore import mechanism and price negotiation mechanism. This summer is so difficult. The iron ore import negotiations finally ended in late June. Domestic steel companies accepted a 19% increase, and the industry also responded calmly, which made Xiao Chunyang, who had been worried, finally put down a stone.

But as the second half of the year approached, the iron ore negotiation time was approaching again in 2007, Xiao Chunyang felt a feeling of suffering again. As the negotiation time approached, he had to hurry up.

While thinking about it, the phone rang. Xiao Chunyang looked at the phone number that made him hate and love, sighed in his heart, saw Li Yonggang looking over, cheering up and answering the phone: "Brother Tai, where are you?"

"Old place, come here." A strong Tianjin voice came from the phone, "I haven't seen you for so long, so have a good drink tonight."

"Brother Tai is back to Australia?" Xiao Chunyang asked casually.

"I walked around Liaodong and Qilu, went down to see some friends, and learned about the market." The other party seemed very tired.

"Brother Tai, you are really working hard. Rio Tinto's treatment is so good?" Xiao Chunyang sighed.

"Now people die for money and birds die for food. Brother Chunyang, aren't everyone like this?" The tone over there was very natural.

Xiao Chunyang was shocked and subconsciously glanced at Li Yonggang who was sitting opposite him in a daze and ignorant way, "Okay, I'll come over right away."

Xiao Chunyang's judgment is very accurate, and Zhao Guodong's recent main energy has indeed been attracted by the integration of the steel industry.

Originally it was Qilu Province, but now it is Hebei Province. Both provinces have excellent iron ore import and export ports, and are also major steel provinces but not strong steel provinces. The steel industry in the province is divided into several large parts. If you want to form a joint force to strengthen the enterprise, you need to integrate it.

The situation in central Hebei and Qilu is different. The two major steel industries in central Hebei and northern Hebei actually have quite good merger advantages. Tang Steel and Jing Steel have actually formed a very close cooperative relationship. Due to their geographical location and long-term cooperative relationship, and have a good cooperation foundation in infrastructure and information system sharing, in Zhao Guodong's view, this is completely the best merger strategy. Handan Steel in the southern Hebei sector has a foundation for cooperation with Baosteel, and Baosteel has always been interested in incorporating Handan Steel into the Baosteel system. This can form complementary product advantages and help Baosteel explore the northern market. This is also a win-win situation.

But all this is not in the interests of Hebei Province.

Seeing that the steel industry in the province was actually divided up by enterprises from other cities, whether in terms of local interests or personal feelings, it is probably difficult for the leaders of Hebei Central to accept this point. Zhao Guodong could understand this point, but Zhao Guodong felt that if he could look at it from a further perspective, if he could calm down and analyze it carefully, look at this issue with a more peaceful attitude, and if he could conduct some dialogues and communications on strategies such as taxation and later development, Zhao Guodong believed that the steel industry in Hebei Central is more suitable for cooperation with Beijing Steel and Baosteel, rather than rigidly packaged and merged together with the steel industry in a province.

The steel industry does involve too many interests. No wonder it has been integrated repeatedly, rebounded repeatedly, and the results are often not good. It is not done with administrative means. If you want to compress backward production capacity, it is empty talk. If you want to use administrative means, sometimes it will be distorted by the bottom. The joints in the middle are really difficult to get started.

When Zhao Guodong had a clear idea of ​​the integration of the steel industry, the iron ore price negotiations in 2006 had ended, Vale and Thyssenkrupp were the first to reach a 19% price increase, followed by European and Japanese and Korean companies, and then the lonely China finally accepted the price increase requirement, and Zhao Guodong was very sorry for this.

However, the domestic price increase is quite calm, which is acceptable compared to the 71.5% increase last year.

Zhao Guodong believed that as domestic imported iron ore continues to increase, if countermeasures are not discussed as soon as possible, the rise in imported iron ore prices will erode the main profits of steel companies, and seek to put pressure on the negotiation mechanism formed by the three major monopoly mining companies. On the one hand, the domestic backward production capacity will be reduced through integration, and blast furnaces below 300 cubic meters will be resolutely eliminated. On the other hand, steel companies are encouraged to go out and seek more stable sources of iron ore, especially to develop new iron ore channels. Only in this way can China's interests as the largest steel country.

"Director Zeng, I think the conditions are ripe now, and the price of iron ore has risen by 19% this year. This is a considerable part of the profits for steel companies, which has contributed to Vale and the two Tuo. If we still delay this for a long time, I am afraid that domestic steel companies will suffer greater losses. When necessary, the central government should be more decisive." Zhao Guodong held the teacup and used the teacup lid to wipe the tea leaves on the water surface, and said calmly.

Zeng Quanjun looked up and seemed to be looking at the ceiling, but in fact he was thinking about the question raised by Zhao Guodong. The rise this year is still stable, but the trend of rising almost every year has been determined. As Zhao Guodong said, the three major mining companies are well aware of the production, sales, inventory and even various specific indicators of domestic steel companies. In addition, the absolute monopoly situation they formed in iron ore supply cannot be shaken in the short term, so you cannot be sure what new actions they will have next year and the next year. Once the price rises too strong, it may be a disaster for domestic steel companies. It will be too late to think of countermeasures at that time.
Chapter completed!