Xiao Chunyang glanced at Li Yonggang and said quietly: "Yonggang, you seem to have changed your perception of this guy." ”

"Well, I originally thought that this guy was a bit grandiose and flattering, but I feel that there are still some deviations in my judgment of these two things, even if this guy really wants to make political achievements, but at least he is a little bold, dare to gnaw hard bones, how long has the integration of the steel industry been talking, everyone knows that this is a hot potato, who talks about this issue is either concerned about him, or is ambiguous and vague, or just said some principled nonsense, When it comes to substantive, critical, and concrete issues, everyone keeps silent. Li Yonggang also seemed to be pondering the taste: "But Zhao Guodong is a little different, you see that although the tone of this article is relatively relaxed, as long as the points raised in the industry know what they mean, Jizhong and Qilu provinces are afraid that their faces are hot, isn't it a taste?" ”

"Then do you think that the central government will really adopt these opinions of his?" Xiao Chunyang also knows that Zhao Guodong is not an impulsive hot-blooded young man, he dares to publish this article in a signed way, it must also be approved by the above, the key is whether the central government will really follow this opinion to advance, presumably this issue is not only Beijing Iron and Steel, Baosteel, Tangshan Iron and Steel, Handan Iron and Steel, Jugang, Jinan Iron and Steel These enterprises are concerned, Jizhong and Qilu and Beijing, Hujiang these local governments are also paying attention, publishing it may be a wind direction, see how the industry reacts, as for whether it will be really implemented, it is not easy to say.

"It's not easy to say, the integration of the steel industry is not only an economic issue, but also a social and political issue." Li Yonggang felt that he had said this sentence quite well, "It depends on the results of the game between the political forces of all parties." ”

Xiao Chunyang smiled lightly, he was happy that Zhao Guodong's mind was attracted by the issue of domestic fertilizer import rights and the integration of the steel industry, and he was even a little lucky. He has always had an inexplicable vigilance and fear of Zhao Guodong, and even he himself can't tell why he has such a weird feeling, but his intuition tells him that this guy is quite dangerous, and this feeling has reached its peak after Zhao Guodong became the deputy director of the National Development and Reform Commission.

Zhao Guodong's every move will greatly attract Xiao Chunyang's attention, if the right to import fertilizers is better, then the integration of the steel industry and the iron ore negotiation mechanism are almost directly related to their own interests. The integration of the iron and steel industry is the theme of the headquarters of Beijing Iron and Steel Group, and the influence of Beijing Iron and Steel International is not too great, but the issue of iron ore negotiation mechanism and import channels is a matter of personal interests, and the problem is not only that.

Xiao Chunyang has been a little worried that Zhao Guodong will strongly intervene in the iron ore import mechanism and negotiation mechanism, although that is not the main responsibility of the National Development and Reform Commission, that belongs to the Ministry of Commerce, but the National Development and Reform Commission shoulders the responsibility of industrial coordination, and the steel industry is the basic industry of the national economy, the National Development and Reform Commission has a considerable say in the iron ore import mechanism and negotiation mechanism, the Ministry of Commerce also needs to seek the opinions of the National Development and Reform Commission, and Zhao Guodong is the leader of the National Development and Reform Commission in charge of industrial coordination. This made Xiao Chunyang feel a little unwilling, and he couldn't sleep on the pillow.

Fortunately, the integration of the iron and steel industry is more attractive to Zhao Guodong's energy than the iron ore import mechanism and the price negotiation mechanism, this summer is so difficult, the iron ore import negotiations finally ended in late June, the domestic iron and steel enterprises accepted the 19% increase, and the industry also reacted calmly, so that Xiao Chunyang, who has been worried, finally put down a stone.

But seeing that in the second half of the year, the iron ore negotiation time in 2007 is gradually approaching, Xiao Chunyang has a feeling of suffering, as the negotiation time is gradually approaching, he has to grasp Li Yonggang.

While pondering, the phone rang, Xiao Chunyang looked at the phone number that made him hate and love, sighed in his heart, saw Li Yonggang looking over, and picked up the phone with a high spirit: "Brother Tai, where are you?" ”

"Old place, come here." A strong voice came from the phone, "I haven't seen you for so long, have a drink at night." ”

"Brother Tai is back in Australia?" Xiao Chunyang asked casually.

"I walked around Liaodong and Qilu, went down to see some friends, and learned about the market." The other person's voice seemed tired.

"Brother Tai, you are really hard working, Rio Tinto's treatment is so good?" Xiao Chunyang exhaled.

"In these years, people die for money, birds die for food, Brother Chunyang, aren't all big guys like this?" The tone was natural.

Xiao Chunyang was excited, and subconsciously glanced at Li Yonggang, who was sitting opposite him in a daze and ignorance, "Okay, I'll come over immediately." ”

Xiao Chunyang's judgment is very accurate, Zhao Guodong's recent main energy has indeed been attracted by the integration of the steel industry.

Originally Qilu Province, now is Jizhong Province, these two provinces also have excellent iron ore import and export ports, the same is a large steel province but not a strong steel province, the steel industry in the province is divided into several large pieces, in order to form a joint force to strengthen the enterprise, it is necessary to integrate.

The situation in central Hebei and Qilu is different, the two major steel industries in the north and south of Hebei actually have quite good merger advantages, Tangshan Iron and Steel and Jingshan Iron and Steel have actually formed a very close cooperative relationship, due to the geographical location and long-term cooperative relations, plus in the infrastructure and information system sharing have a good foundation for cooperation, in Zhao Guodong's view, this is completely the best merger strategy, and the southern Hebei plate of Handan Iron and Steel has a foundation for cooperation with Baosteel, and Baosteel has always been interested in integrating Handan Iron and Steel into the Baosteel system, so as to form complementary product advantages, It will also help Baosteel to open up the northern market, which is also a win-win situation.

But all this is not in the interests of Jizhong Province.

Seeing that the steel industry in his province was divided by enterprises in other cities, whether from the perspective of local interests or personal feelings, I am afraid that it is difficult for the leaders of Jizhong to accept, which Zhao Guodong can understand, but Zhao Guodong feels that if you can put it in a farther perspective, if you can calm down and carefully analyze, look at this problem with a more peaceful attitude, if you can carry out a series of dialogues and communication on strategies such as taxation and later development, Zhao Guodong believes that the iron and steel industry in Jizhong is more suitable for cooperation with Beijing Iron and Steel and Baosteel, rather than a province's steel industry rigidly packed together.

The steel industry does involve too many interests, no wonder repeated integration, repeated rebounds, repeated poor results, do not use administrative means to promote, you want to compress backward production capacity is empty words, you have to use administrative means, sometimes it will be from below to deviate from the taste, the middle of the joint is really difficult to start.

When Zhao Guodong had a clear idea of the integration of the steel industry, the 2006 iron ore price negotiations had ended, Vale and ThyssenKrupp took the lead in reaching a 19% price increase, followed by Europe, Japan and South Korea companies also followed, and then lonely China finally accepted this price increase request, Zhao Guodong was choked for this.

However, the domestic price increase is quite calm, compared with last year's 71.5 percent increase, which is quite acceptable.

Zhao Guodong thinks that with the continued increase in domestic imports of iron ore, if the countermeasures are not discussed as soon as possible, the rise in the price of imported iron ore will eat away the main profits of iron and steel enterprises, and to seek pressure on the negotiation mechanism formed by the three monopoly mining enterprises, then on the one hand, through the integration to reduce the domestic backward production capacity, blast furnaces below 300 cubic meters will be resolutely eliminated, on the other hand, steel enterprises are encouraged to go out to seek a more stable source of iron ore, especially the development of new iron ore channels, Only in this way can China's interests as the number one steel power be defended.

"Director Zeng, I think the current conditions are ripe, this year the price of iron ore has risen by 19 percent, which is a considerable part of the profits of steel enterprises and can be regarded as a contribution to Vale and Liangtuo, if we are still so long-delayed, I am afraid that the loss of domestic iron and steel enterprises will be greater, when necessary, the central government should be decisive." Zhao Guodong held the teacup, wiped the tea leaves on the water surface with the teacup lid, and said calmly.

Zeng Quanjun raised his head and seemed to be looking at the ceiling, but in fact he was thinking about the question raised by Zhao Guodong, this year's rise is quite stable, but the trend of almost every year has been determined, as Zhao Guodong said, the three major mining enterprises are well aware of the production, sales and inventory of domestic iron and steel enterprises and even various specific indicators, plus they can not shake the absolute monopoly situation formed in the supply of iron ore in the short term, you can't be sure what new actions they will have next year, once the price rises too fiercely, For domestic iron and steel enterprises, it may be a disaster, and it will be too late to think of countermeasures at that time.

"Guodong, I think it's almost, I agree with your point of view, the situation is stable this year, just to promote this strategy, through the integration of the resolute elimination of blast furnaces below 300 meters, which must sign a letter of responsibility with the local government, can not be completed to be resolutely accountable, on the other hand, to promote steel enterprises to continue to go out to find ore sources, Anshan Iron and Steel, Guoquan, Shagang and Fuxing Stegosaurus and Australia Gimpida Company have signed a contract to jointly develop the Carrara project, in addition to Sinosteel Group is acquiring the Australian Midwest Mining Company, There are also companies that have gone to South America, Brazil and Chile to dig gold, which is a good start, so that the advance layout can help to resolve the passive situation of iron ore in our domestic steel industry in the future. Zeng Quanjun also seemed to have made up his mind, "I will contact the leaders of the State Council as soon as possible, and we will report the situation together when the time comes." ”

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