China Steel Association said it is discussing a new model of iron ore pricing

China Steel Association: There is a shortage of quarterly pricing, not "What to say if one party says it,"

“The iron ore pricing model has not yet been determined, and remains to be seen. It is still in the stage of dispute between supply and demand.” Yesterday, Luo Bingsheng, executive vice president of China Iron and Steel Association, said at a steel industry conference held in Hefei, Anhui, because of the three major miners (referring to Brazil's Vale, Australia Rio Tinto, BHP Billiton) Unilaterally implemented index quarterly pricing is insufficient, and is currently discussing another pricing model.

Yang Siming, chairman of Nanjing Iron and Steel United Co., Ltd., said that due to the high cost of iron ore, the current distribution of interests in the steel industry chain is seriously unbalanced, and the three major miners talk about the pricing model almost "no room for negotiation."

According to Luo Bingsheng, the annual meeting of the World Steel Association was held in Tokyo in September. The common feedback from the steel companies was that “the current index has caused large fluctuations in steel prices due to quarterly pricing, and the cycle is getting bigger and bigger”.

Since November last year, iron ore giants such as BHP Billiton have proposed to change the pricing model. Luo Bingsheng said that the iron ore negotiations at that time were subject to the quarterly pricing of the index in the case of "serious supply shortages."

The original Baosteel Group iron ore benchmark price Liu Yongshun, the chief representative of the Chinese negotiating group, said on the same occasion yesterday that the current iron ore “indexed” and “financialized” is a trend, and now it is necessary to adapt to this trend, but the pricing model is still Need to be explored in depth.

In April this year, the three major miners broke the long association mechanism and officially launched the index quarterly pricing. Luo Bingsheng emphasized that the iron ore pricing model is not "how to say what one party does," and how to price it remains to be seen.

Luo Bingsheng pointed out that the quarterly pricing of the index itself is not representative. It collects the CIF price of China's iron ore as the base of the index, but it only accounts for about 20% of the actual import volume. In addition, it is collected by telephone. In actual implementation, there is a gap between the actual price and the contract price, which may affect its scientific nature.

He also said that the impact of the transaction price on the index has not been considered. Globally, the so-called index pricing is determined from spot mines. Only China has spot mines, and the representativeness has yet to be considered. Regarding whether China is launching its own index at present, Luo Bingsheng said that “it is still under discussion”.

Liu Yongshun also said that index pricing is problematic, but it is also the best pricing model at present.

For the future pricing model, Xu Xu, president of the China Minmetals Chemicals Import and Export Chamber of Commerce, said, “Is it not the index pricing, but also the game between the supply and demand sides, and this is not just a matter for Chinese steel companies, but also the European Steel Association and the mine. Business game."

Yang Siming, chairman and CEO of Nanjing Iron and Steel Co., Ltd. on the podium, dressed in a suit and smiled. Yesterday, he appeared again at the Hefei Steel Raw Fuel Market Forum.

Due to the change in the pricing model of iron ore, this year the China Iron and Steel Association, Minmetals Chamber of Commerce and other associations and steel industry leaders held many meetings or attended industry conferences to discuss "industry countermeasures." In April of this year, Yang Siming spoke of the "helplessness" of steel companies at a steel conference in Hefei.

At that steel meeting, Yang Siming reluctantly said that the iron ore negotiating state made the steel enterprises very helpless. As the cost of iron ore and other raw materials rose too fast, domestic steel mills would ushered in the most in June after consuming the existing stock. a difficult period. He said that once the three major miners become a reality in terms of quarterly pricing and gains, they will cause troubles in steel production arrangements, and steel companies will face serious losses after June.

Today, the index's quarterly pricing has become a reality, and steel companies' sales profits have fallen sharply. According to Luo Bingsheng, executive vice president of China Steel Association, the profit margin of large and medium-sized steel enterprises in January-August this year was only 2.92%, which is lower than the average profit level of China's industrial industry. The whole industry is still in a state of high cost and low efficiency.

Now, Yang Siming is also very helpless, because his words are clearly fulfilled. Yang Siming said: "Now mining companies have gone to heaven, steel companies have gone to hell, one has become a rich man, and one has become a shackle." Because of the current situation of the monopoly of supply and demand in the steel industry, steel companies have no pricing for raw materials. There is no room for discussion.

According to Rio Tinto's unaudited financial report, its 2009 net profit rose 33% year-on-year to US$4.872 billion, and net debt decreased from US$38.7 billion at the end of 2008 to US$18.9 billion. BHP Billiton's semi-annual financial bulletin as of December 31, 2009 achieved a net profit of $6.135 billion in the second half of 2009, a year-on-year increase of 134.4%.

Yang Siming proposed that in fact, the fair pricing mechanism should be based on the price of steel (4270, 4.00, 0.09%), in addition to the adjustment factor of the company's investment in capital, technology, risk and supply and demand.

However, Yang Siming is still somewhat gratified. "This year, the company's net profit is estimated to be guaranteed to 1.2 billion yuan." Yang Siming said that the current situation in the steel industry, "can not do a single steel for steel, but also for the non-steel industry, and is currently planning to invest 3 to 5 billion yuan."

Yang Siming said that it is better to engage in mining than to engage in mining. The current benefit of a steel mine in Hefei has accounted for 40% of the total of Nangang. "Thousands of companies are not as good as two people to engage in futures."

Universal Expansion Joint

Universal Expansion Joint,Stainless Steel Flexible Expansion Joint,Anti-Vibration Expansion Joint,Round Expansion Joint

Hangzhou Ehase-Flex Co.,Ltd. , https://www.ehasetech.com