印度钢铁行业面临中国产能过剩压力
Indian steel faces Chinese overcapacity pressure
Kallanish（开阑商务信息咨询）获悉，印度《2023-24年经济调查》指出，自2021年以来，中国房地产行业表现疲软，导致钢铁行业产能严重过剩，这反过来又导致全球钢铁价格的崩溃。
India’s Economic Survey 2023-24 notes that the weak performance of China's real estate sector since 2021 has caused significant overcapacity in its steel industry. This in turn has led to a collapse in global steel prices,Kallanish observes.
调查报告中关于中国制造业巨头及其对新兴市场和发展中经济体威胁的部分指出，产能过剩和随之而来的中国出口增长对印度、越南、巴西等国的钢铁生产商造成巨大压力。
This overcapacity and subsequent rise in Chinese exports is putting significant pressure on steel producers in various countries including India, Vietnam, Brazil and others, according to the survey’s section regarding the Chinese manufacturing juggernaut and the threat it poses to emerging markets and developing economies (EMDEs)
报告称：“……自2021年以来，中国房地产业表现不佳，造成严重的产能过剩，导致全球钢材价格暴跌，目前给印度、越南、巴西和其他国家的生产商带来巨大压力。”
“…the poor performance of China’s property sector since 2021 created significant overcapacity leading to a collapse in global steel prices, which now puts significant pressure on producers in India, Vietnam, Brazil, and other countries,” it said.
报告指出：“据估计，中国的钢铁产品出口量继去年增长35%之后，在2024年将再次激增27%。”
“Estimates show that China’s steel product exports are surging again—by 27% so far in 2024—after 35% growth last year,” it added.
调查还强调了绿色钢铁在全球范围内的重要性。报告称：“随着全球向低碳经济迈进，绿色钢铁将在重塑钢铁行业未来的过程中发挥关键作用。”
The survey also highlighted the importance of green steel in a global context. “As the world moves towards a low-carbon economy, green steel is poised to play a pivotal role in reshaping the future of the steel industry,” it said.
印度钢铁行业占印度温室气体排放量的12%，其排放强度为每吨粗钢2.5吨二氧化碳，而全球平均水平为每吨粗钢1.9吨二氧化碳。
India’s steel sector accounts for 12% of India’s greenhouse gas emissions with an emissions intensity of 2.5 tonnes of CO2 per tonne of crude steel compared to the global average of 1.9 tonnes of CO2 per tonne of crude steel.
印度联邦财政部长Nirmala Sitharaman于7月22日向议会提交了《2023-24年经济调查》。该调查全面概述了印度的经济状况和挑战，旨在为政策制定者、商界领袖、公众和其他利益相关者提供信息。该报告是在将于7月23日星期二举行的联邦预算之前提交的。
India’s Union Finance Minister, Nirmala Sitharaman tabled the Economic Survey 2023-24 in parliament on 22 July. The survey is a comprehensive overview of India’s economic conditions and challenges aimed at informing policymakers, business leaders, the public and other stakeholders. It was presented ahead of the Union Budget which will be held on Tuesday, 23 July.
调查还指出印度最近的钢铁净进口国地位。在过去十年中，印度一直是成品钢材净出口国，而在截至2024年3月的财年（2024财年），印度成为钢材净进口国。印度成为净进口国的原因是国际和国内成品钢材价格之间的价差。
The survey also noted India’s recent net steel importer status. India turned into a net steel importer in the fiscal year ending on March 2024 (FY24), after being a net exporter of finished steel over the last ten years. It turned into a net importer due to price differentials between international and domestic prices of finished steel.
此外，调查显示，印度对炼焦煤的进口依赖从2023财年的5,610万吨增加到2024财年的5,810万吨，而炼焦煤被认为是钢铁生产的重要原材料。
Moreover, India’s import dependence on coking coal, which is considered as an essential raw material for steel production, increased from 56.1 million tonnes in FY23 to 58.1 mt in FY24, as per the survey.
cybex数据显示，6月份印度热轧卷进口量环比增长42.95%，达到208,469吨。由于印度热轧卷出口量环比下滑25.6%至48,719吨，印度在6月份继续成为净进口国（见Kallanish往期报道）。
Indianhot rolled coil imports rose 42.95% month-on-month to 208,469 tonnes in June, according to cybex data. It continued to be a net importer in June, as Indian HRC exports slumped 25.6% month-on-month to 48,719t (see Kallanish passim).
调查还指出，全球向实现净零排放过渡所需的若干技术在商业上的不可获得性是一项挑战。其中包括以氢为燃料的钢铁或水泥，使用碳捕获、利用和储存（CCUS）技术的钢铁和铝生产等。
The survey also noted the commercial unavailability of several technologies required for the global transition towards achieving net zero emissions as a challenge. Some examples included hydrogen-fuelled steel or cement, steel and aluminium production using carbon capture, utilization, and storage (CCUS) and more.
报告建议加强研发方面的国际合作，特别是在分布式可再生能源、海上风能、地热等关键领域。
It recommended enhancing international cooperation in research and development, especially in key areas such as distributed renewable energy, offshore wind, geothermal and others.
点击下方图片了解更多详情
Kallanish 网站
日报 周报 月报 会议
广告虚位以待
欢迎咨询微信: Kallanish
