钢铁行业乍暖还寒，前景仍不乐观
据摇臂钻厂家报道，从钢材价格到钢铁企业的盈利性来看，钢铁行业在2011年经历了一个震荡探底的过程。2011年全年钢材产量8.81亿吨，同比上升12.3%，钢价综合指数同比上升11.03%。然而，同期主要原材料铁精粉的均价上涨17.79%，高于钢材价格的涨幅，大部分钢铁企业的净利润都有所下降。拥有资源的企业以及盈利性受原材料价格影响较小的企业表现良好。
钢材价格在今年的1月和2月仍然延续了前期下跌的趋势。从3月开始，随着需求回暖，钢铁价格企稳回升，铁矿石则由于总体上供大于求，价格略有下降，整个行业的盈利性开始好转。一季度整个钢铁行业虽然仍处于亏损状态，但亏损面大幅减轻。
从3月的需求数据上看，固定资产投资增速延续下滑趋势，房地产的投资增速同样在不断下降。3月，房地产开发累计投资额环比增速下降至23.5%。保障房仍然是房地产市场最大的刺激因素。随着天气逐渐转暖，房地产开工面积逐步扩大，对于钢材中的长材的需求将逐步释放。但在房地产限制性政策取消前，投资的同比增速可能会持续下滑。3月汽车产量同比小幅上升，1、2月高基数效应消失后，预计全年汽车产量将会有个位数的增长。从家电产量的数据来看，家电行业已逐渐从家电补贴结束的阴影中走出，特别是彩电产量大幅增加。机械方面，除了铁路机车受到铁路系统投资缩减影响大幅下滑外，其他机械各有增减，总体来看机械行业的状况正在继续好转。预计未来几个月钢材需求可能会继续增加。建筑用材的需求增速或将逐渐下降而板材的需求增速或将持续上升。
钢材的供应量增长更为迅速。3月全国生铁、粗钢和钢材的产量同比分别上升5.05%、3.64%和9.61%，产量均创历史新高。同时，库存下降减缓，2011年3、4两月的螺纹钢库存下降163.64万吨，而今年只下降了95.97万吨。
钢材价格在4月中旬结束了上涨态势，开始回落，全国钢材价格指数走出了一条扁平的抛物线，从各钢种的情况来看，环比变化均在0.5%以内。后期产能释放的压力较大，钢材价格上行空间不大。
据中国钢铁工业协会估算，2011年底全国粗钢产能已经超过8亿吨，而拟在建的产能则超过2.5亿吨。钢铁业“十二五”规划估算2015年全国的钢材需求量只有7.5亿吨，产能过剩的问题仍较严重。需求回暖遭遇产能扩张，5月份钢价可能会走出震荡的趋势，钢铁企业难免会遇到量增价减的问题。
钢铁企业二季度盈利改善是大概率事件，但原材料价格亦步亦趋，产能过剩的阴影挥之不去，钢铁企业盈利持续上升的动力不足。因此，我们认为二季度钢铁行业状况仍不乐观。更多相关资讯:钻床 摇臂钻床价格 摇臂钻床型号 文章来源：山东天河数控 http://www.thybz.com
Iron and steel industry is still not optimistic about the prospects of cold,According to press reports from manufacturers, the price of steel iron and steel enterprises to profitability, iron and steel industry in 2011experienced a bottom shock process. In 2011 the annual steel output of 8.81tons,12.3% year-on-year, steel price index rose 11.03%. However, during the same period the main raw materials Tie Jingfen average rose 17.79%, higher than that of steel price rise, most of the iron and steel enterprises net profit drops. With the resource of the enterprise and profit the price of raw materials has less influence on the enterprise performance.Steel prices in January this year and February still continue the downward trend in the early. From the beginning of March, along with the demand pick up, steel prices rebound, iron ore is due to oversupply in general, prices fell slightly, the entire industry profitability began to turn for the better. A quarter of the entire steel industry is still in the red, but the loss is reduced greatly.From March the demand of data, fixed asset investment growth continued to decline, the real estate investment growth also is in drop ceaselessly. In March, real estate development and cumulative investment ring than the growth rate dropped to 23.5%. Low-income housing is still the largest real estate market stimulation factor. As the weather gets warmer, real estate construction area gradually expanded, for in the steel long products demand will gradually release. But in the real estate of restrictive policies before the cancellation, the growth rate of investment may continue to decline. March auto production in the same period last year increased slightly, in February1, high base effect disappears, predicting annual car output will have a single-digit growth. From the home appliance production data, home appliance industry has gradually from the home appliance subsidy end out of the shadow, especially color television output increases. Machinery, in addition to railway locomotive railway system by declining investment effect glides considerably, other machinery or mechanical industry, overall situation is continuing to improve. The next few months steel demand will likely continue to increase. Building demand for timber growth or will gradually decline and plate demand growth will continue to rise.Steel supply increased more rapidly. In March the national pig iron, crude steel and steel output compared to the same period increased by 5.05%,3.64% and9.61%, yields new highs. At the same time, stocks fall, in 2011 3,4 February threaded steel stock drops 1636400tons, and this decline was only959700 tons.The price of steel in the middle of April ended up trend, started to decline, the steel price index out of a flat parabolic, from various kinds of situation, chain changes are within 0.5%. Late production release of pressure, steel prices up little space.According to association of Chinese iron and steel industry estimates, by the end of 2011 national crude steel production capacity has exceeded 8tons, and to build capacity in more than 2.5tons. Iron and steel industry" Twelfth Five-Year Plan" to estimate2015 countrywide steel demand only 7.5tons, the problem of excess production capacity is still relatively serious. Demand pick up with capacity expansion, steel prices in May may be out of the concussion trend, iron and steel enterprises will inevitably encounter the quantity adds valence to reduce the problem.Iron and steel company two quarter earnings improvement is the probability of the event, but the price of raw materials follow in sb.'s footsteps, overcapacity lingering, iron and steel enterprises profit rising power shortage. Therefore, we believe that the two quarter of iron and steel industry situation is still not optimistic.
