中国海外铁矿石投资战略

发布时间：2018-05-27 00:23

本文选题：海外 + 铁矿石　；参考：《经济研究参考》2017年39期

【摘要】：我国的钢铁产能已经过剩,这些过剩的产能,无论是转移到全球,乃至供给全球,全球钢铁需求都不会短缺。因此,钢铁工业整体上对铁矿石的需求不会增加。未来10年,中国逐步进入后工业化阶段,国内对钢铁工业的需求会大幅度下降。综合考虑诸多因素,尤其是国际铁矿石产能处于释放阶段,未来较长时间,国际铁矿石价格将处于低位水平状态。对铁矿石的投资、收购、兼并要有所控制。但由于国内铁矿石品位低,开采成本高,进口铁矿石资源或者到海外投资铁矿石资源是我国钢铁企业的必然选择。预防国际铁矿石销售垄断和价格垄断,需要保持一定规模的海外投资。但投资要防止被妖魔化,大部分对主流矿山进行投资,根据铁矿石资源储存量排序、含铁量高低、产量增加量、增长速度等,澳大利亚、伊朗、南非是首要选择,最值得开发的是巴西和俄罗斯,要提高投资集中度。
[Abstract]:There is already excess steel capacity in China, and there will be no shortage of global steel demand, whether it is transferred to the world or even supplied to the world. As a result, the iron and steel industry as a whole will not increase demand for iron ore. In the next 10 years, China will gradually enter the stage of post-industrialization, the domestic demand for steel industry will drop sharply. Taking into account a number of factors, especially international iron ore production capacity is in the release stage, international iron ore prices will be at low levels for a long time to come. Investment in iron ore, acquisitions, mergers and acquisitions should be controlled. However, because of the low grade of domestic iron ore and high mining cost, it is an inevitable choice for Chinese iron and steel enterprises to import iron ore resources or invest iron ore resources overseas. To prevent the monopoly of international iron ore sales and price monopoly, we need to maintain a certain scale of overseas investment. But investment should be prevented from being demonized. Most of them invest in mainstream mines. According to the order of iron ore reserves, iron content, production increase, growth rate, etc., Australia, Iran, South Africa are the first choice. What is most worth developing is Brazil and Russia, to increase investment concentration.
【作者单位】：国家行政学院进修部;国家行政学院决策咨询部;中国人民大学食品安全治理协同创新中心;华融资产管理公司研发部;
【分类号】：F125.4;F426.1

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