目前,全球钢产能过剩是长期的结构性问题,并非市场周期性问题,钢铁业界领导者需要强大的举措削减过剩产能,否则钢铁工业不可能重获新生。摩根士丹利的研究数据表明,全球过剩钢产能估计为3.34亿t,其中中国过剩约2亿t。未来5年,世界钢产量可能增加约3%,这意味着不采取行动,产能过剩局面仍将继续存在。解决产能过剩的传统方法是企业合并,但目前没有足够的健康的钢铁企业愿 At present, the global steel overcapacity is a long-term structural issue, not a market cyclical issue. The steel industry leaders need powerful measures to reduce excess capacity or the steel industry can not regain its place. Morgan Stanley research data show that the global surplus steel production is estimated at 334 million t, of which China’s surplus of about 200 million t. In the next five years, the world’s steel production may increase by about 3%, which means no action and overcapacity will continue to exist. The traditional method of overcapacity is business combination, but there is not enough healthy steel business now