越南鋼鐵

2022年10月24日

加載阿花森集團產品出口在船上。照片由公司與越南經濟的發展和更好的生活標準的公民,對鋼鐵行業建設的需求,汽車和家居用品,正在增加。鋼鐵需求的快速增長已經吸引了許多鋼鐵生產商在越南建立新生產設施。從研究和市場的一份報告顯示,國內鋼鐵行業100多家公司,包括阿花酷斃了集團等大型企業,阿花森集團越南鋼鐵公司、SMC交易投資JSC,福爾摩沙河靜鋼鐵公司。2021年,中國粗鋼產量達到2615萬噸,32.7%的複合年增長率(CAGR)從2013年到2021年。專家表示,許多公司都投資於國內鋼鐵行業近年來在意識到越南和東南亞鋼鐵的巨大潛力市場。福爾摩沙河靜的鋼鐵,是最大的投資,是台塑集團的合資企業,中國鋼鐵公司和日本JFE Holdings投資資本超過100億美元的短語。鋼鐵行業的快速增長是近年來導致產能過剩在某些鋼,如建築鋼或鐵和冷軋鋼材。大量進口降幅的熱軋卷和電磁盤子,政府吸引外國投資者在該國建立頭寸。盡管政府目前還沒有發布國家政策對外國投資的鋼鐵行業,鋼鐵生產商一直在越南設立在許多工業區,在稅收和其他方麵享受優惠政策。 Moreover, due to the rapid growth of the country's manufacturing and construction industries, the demand for steel will continue to rise. It is estimated that, during 2022-2031, Viet Nam's roads, airports and other infrastructure, housing construction, automobile, household goods and other industries will all remain at a high growth rate. Analysts believe that the Vietnamese steel market will become one of the world's fastest-growing markets in 2022 - 2031. Meanwhile, the compound annual growth rate of crude steel output is expected to exceed 15 per cent. By 2024, Viet Nam will become a net exporter of steel. Gloomy business results, activities The huge potential market is mainly driven by large investments and favourable tax policies. However, recent business reports of large enterprises in the industry cited that the business picture in the third quarter of 2022 of these enterprises is gloomy with large losses. Recently, VNSTEEL - Vicasa JSC has just announced its financial report for the third quarter of 2022 with poor business results. Specifically, during the period, the business recorded net revenue of VND477.2 billion ($19.2 million), a nearly 18 per cent decrease over last year. Doing business below cost of goods sold with higher expenses caused the company to witness a loss of nearly VND22 billion, the largest quarterly loss since 2009. For the first nine months of the year, Vicasa's net revenue was down 4 per cent to VND1.84 trillion, but posted a net loss of VND13 billion. In the same period last year, it still made VND42 billion in profit. “The Russia-Ukraine crisis, China's policies and global inflation have impacted the domestic steel and construction industries. Besides, as banks tighten credit room for the real estate sector, the demand for steel reduces," the company explained. Thai Nguyen Iron and Steel JSC (Tisco) has also announced the third quarter financial report with poor results. Tisco's sales reached VND2.6 trillion, but cost of goods sold accounted for nearly 100 per cent of the indicator. After deducting operating expenses, Tisco's profit in the third quarter was negative VND25 billion, while last year it was positive VND9 billion. In the first nine months, the company reported a profit of only VND7 billion, while in the same period of 2021, it was more than VND112 billion. Meanwhile, Pomina Steel Corporation announced a halt to production activities at a blast furnace, and had to terminate labour contracts with a number of officials and employees. Leaders of Pomina Steel said that the business has suffered heavy damage due to the negative impacts of the Ukraine war that escalated the price of oil and commodities, whereas the value of steel and steel billet products fell sharply. In general, the business picture in the third quarter of steel industry enterprises is gloomy. Uncertainties from geopolitical crises in the world and China's zero COVID policy are considered to be the main causes for the business results of steel producers. In addition, there are still many difficulties ahead as the actual domestic demand for steel remains at low level. — VNS