Chen Shu doesn't have a blast furnace in his own house, but Liu Chunyu next to him has it, so if he asks him something, his eyes naturally turned.

"What do you think I'm doing? None of the standards that the researcher said just now involve me. Although my factory has been in operation for several years, the smallest one is a 450m furnace and two 530m furnaces, but we do have a lot of such small blast furnaces in Tangshan. ”

"The energy consumption is indeed much worse than that of the furnace, and there is almost no flue gas dust removal equipment, but now there are too few environmental protection equipment, and it will not be obvious. However, the cost is indeed much higher than that of large blast furnaces, which must be faced. ”

"Now the price of steel is still very profitable, but once the price falls close to the marginal cost, needless to say whether the country is eliminated, I am afraid they will shut down themselves. Liu Chunyu said.

"Hehe......" Liu Chunyu didn't get a response from Chen Shu, and what he heard was indeed Chen Shu's laughter.

"What are you laughing at?"

"I feel like they're not far from shutting down. Chen Shu said faintly.

"I found that my thinking really can't keep up with the rhythm of this guy, do you think of something again?" asked Liu Chunyu.

Of course, whether you make money or not, you must pay attention to the stock market. Everyone understands the truth that things must be opposed, but people's greed is unlimited, so many people fall into the pit. If you think about the current price of steel, what do you think will happen?"

"Don't say that I Chen Shu is alarmist, now the price of finished steel has repeatedly hit new highs, and when the price falls, it will hurt the flesh and hurt the liver. Therefore, when a good thing is in hand, it must be grasped, but when it is time to give up, it is absolutely necessary to give up decisively. Chen Shu said.

"What do you mean by that when prices plummet, I'm afraid that many steel mills may not be able to hold on and eventually collapse?" Liu Chunyu confirmed again, and Chen Shu also nodded.

When it was quiet again, more than ten minutes had passed, and Hu Yongjun did not pay attention to the discussion time after giving everyone the discussion time, but always paid attention to the expressions of everyone in the audience.

"I'm sure you've got the results, and your knowledge of the local industry is much better than I am as a pure policy researcher. How much impact does it have on the local steel industry, you know much better than me, Mr. Xin Haili, is it convenient to talk about the impact on your company and the local area?"

"If the policy mentioned by Researcher Hu is actually implemented, it will definitely be good news for me. Now our company is still continuing to upgrade, and it has been filed with the Ministry of Industry. After we completed the renovation, the smallest furnace was 1080m?, so it didn't affect our company. ”

"If you only analyze from the benefit of the above, it is good news for us, after all, the elimination of backward production capacity is equivalent to reducing the market supply, which will naturally have a certain impact on the market price. For the production capacity of Shanxi's iron and steel industry, if only the blast furnace below 300m is cut, the impact on the production capacity is estimated to be about 10%. ”

"Of course, if these enterprises are given the opportunity to upgrade, I am afraid that more than 50% will be upgraded, so that the real impact may be less than 5%. Li Canghai said seriously.

"In this way, if we cut down the small blast furnace below 300m, it will hardly have much impact on our steel industry. Mr. Li of Tangshan Iron and Steel, our Tangshan is the base of the whole country, is it convenient to tell me what you think?" asked Hu Yongjun.

"The situation in Tangshan is probably not as optimistic as Mr. Li just said, now Tangshan steel base is too large, and the technical level of the blast furnace is uneven, and even many are self-built small blast furnaces, the furnace capacity has no fixed standard at all, and it can be said that the early stage can be said to be how big it is. ”

"If all the 300m or less are cut, the impact should be about 10-15%, but if they are given the opportunity to upgrade, most of them should choose to upgrade, and there is even the possibility of increasing capacity. ”

"Since the 300m?s are cut down, the next step is 400m?, and it may even be 450m?, 480m?, this is not alarmist. Do these bosses have money in their hands? Do they have money! Just wait for whether there is a change in the national policy, and if there is a change, they will deal with it as soon as possible. ”

"It is equivalent to saying that once the country's policy changes, although many steel mills will be within the scope of influence, the final result of reducing production capacity may not be ideal. Mr. Li of Tangshan Iron and Steel also analyzed the situation in Tangshan.

The two bosses of the steel industry have spoken, and Hu Yongjun has also got the results he wants.

"Thank you two for your speeches, the specific situation is still consistent with the results of our survey, the only thing that went wrong is that they did not consider their ability to upgrade, which is indeed seriously underestimated. Thank you! It's not too much time now, let's rest for 20 minutes and continue for another half hour, and then it's time for lunch. ”

During the break, Chen Shu and Liu Chunyu chatted for a while, while Zhou Zhengrong and Gu Fanghua greeted the two and asked them if they had gained anything, and then left to greet others.

"Old Gu, do you need us to help you with lunch?" Liu Chunyu said to Gu Fanghua.

"No, how can we let our people break the bank? They are out of lunch and dinner today, and everyone can leave at will tomorrow morning. In the morning, we will not talk about national policies, and in the afternoon, we will talk about export policies, industrial restructuring and guidance. ”

"Although you are all mixed in the steel industry, if there is a good industry, you can still consider getting involved. Gu Fanghua and the two of them chatted for a few words and left, everyone casually talked about the local steel mill, and the others would occasionally interject, waiting for a while to continue to start.

In Chen Shu's planning, he is ready to enter the blast furnace ironmaking, just waiting for the market opportunity to appear, but today's seminar makes Chen Shu have to test and improve his ideas.

The afternoon meeting continued, and both Chen Shu and Liu Chunyu recorded a lot of things, and it was obvious that the policy orientation had changed very much. According to what today's researcher said, in the future, the country will gradually reduce or even eliminate the export of crude steel products such as billets, and at the same time increase the export volume of high-value-added finished steel products of the country.

It was already ten o'clock in the evening at the end of the dinner, and it was tiring enough to have a day of seminars, so both of them gave up their plans to drive back in the evening, and they would go on the road after breakfast tomorrow morning, which was much safer than driving at night, not to mention that both of them drank some wine.

Liu Chunyu planned to bear half of last night's expenses, and asked Chen Shu to give him his card number, which was nothing to the two of them, and finally gave up intelligently.

However, after Liu Chunyu knew Chen Shu's idea of going to the blast furnace, he was also helping Chen Shu find a target, if there was really a suitable steel mill, he wouldn't mind letting Chen Shu make a move. The opportunity is not just waiting, but also having the ability to grasp it, at least Liu Chunyu feels that Chen Shu has this ability.

(End of chapter)