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At present, the shipping market is picking up and orders are increasing. “Food and clothing†seems to be no problem for most of the backbone ship companies. However, people in the industry are worried that the warm wind will not provoke some Chinese boat companies and illegal production capacity that are in a "crouching" state in recent years, and take the opportunity to "enter the market" again, thus becoming the contradiction to resolve the excess capacity. The disease?"
This kind of worry cannot be overemphasized. In 2003 to 2008, the height of the ship City of prosperous, China's coastal and Yangtze River area there have been a large number of speculative prices in the boat, dig a hole on the beach is the dock, farmers will be able to just put down the hoe when welders. Under the indulgence of the government's “snap at a glance†in some places, this “three no†ship enterprises with no planning, no approval, and incompetence grow like weeds, seriously disrupting the normal order of the shipbuilding market. As we all know, just as industries with excess capacity, part of the breeding nutrients weeds from speculative capital, another source of support is the part of some local governments other products. Fortunately, this ship through the city of "winter" of baptism, the lack of core competitiveness of shipping enterprises are mostly in the cut, semi-shutdown state. Unfortunately, weeds nourish the soil is still there, and will be accompanied by the city to pick up the boat becomes fertile again.
We do not condemn capital for profit, but once the profitability of capital is combined with the utilitarianism of local finance, it will become a hotbed for generating excess capacity. Looking back at that year, how many of the real pushes behind the shipbuilding projects that violated the rules were not some local governments? And these are just on the road "novice" as "traffic rules" as nothing, by virtue of their low-cost investment, lowering the cost of the ship, reducing the ratio of advances, triggering a vicious new shipbuilding market; due to the lack of guidance capability and capacity restructuring Wishes, they collaborated with speculative shipbuilding capital to build a large number of high-energy, high-pollution ships, which contributed to the serious excess of low-end capacity in the shipping market, which indirectly led to the "high diving" of the shipping market; they were marked by the "introduction of talents" The madness of the madness from the backbone of the ship to "dig the corner", used up and "abandoned as ruthless", messed up the normal talent market circulation order...
Therefore, only the resolutely out of backward and illegal production capacity will be eliminated, and the situation of overcapacity in shipbuilding will have a turning point. To eliminate this batch of production capacity, there are only two ways that can be thought of at present.
The immediate way is to support those companies that have no orders, are inefficient, and are not competitive. Unlike the purpose of market mergers and acquisitions, the government supports low-end capacity to be acquired. The purpose is not to continue to build ships, but to stifle the possibility of continuing to disrupt the market with low-end products, or to make it a dominant enterprise to expand production of high-end products. Supporting base. At the same time, with the advantage of superior enterprise power, it will be transferred to other industries, which will not only dissolve some of the excess capacity, but also revitalize the local shoreline and land resources.
The way to prepare for the rain is to revise and improve the access conditions for the ship industry. According to the "Guiding Opinions on Resolving the Severe Overcapacity of Production Capacity" and the relevant requirements of the "Implementation Plan for the Shipbuilding Industry to Accelerate Structural Adjustment and Promote Transformation and Upgrading (2013~2015)", the Ministry of Industry and Information Technology is formulating the "Standard Conditions for the Shipbuilding Industry", from the production conditions and quality. Management, technology research and development, energy conservation and environmental protection, safety management and other aspects of the shipbuilding enterprises to standardize management, support the development of excellent and strong enterprises, and accelerate the elimination of backward production capacity. According to the "Guidance Opinions", the country will also establish a unified information base for investment projects, co-ordinate national resources, strengthen dynamic monitoring and analysis of overcapacity industries, and establish an over-warning mechanism for excess information to prevent redundant construction.
At present, the Ministry of Industry and Information Technology has taken various measures, such as finance and taxation, to guide enterprises with low technical level, poor product competitiveness and long-term suspension of production to withdraw from the shipbuilding industry. For example, the China Banking Regulatory Commission has strengthened the approval of compliance with ship financing projects. The word “violation†is like a high-voltage line. It is difficult for any financial institution and shipbuilding enterprise to touch, and the wrist is hard and unprecedented. In the future, in a market environment with well-regulated and orderly conditions, we can hand over the task of eliminating backward production capacity to the market, the “invisible handâ€, but we must control the current shipbuilding market “18 road princes, 36 road smoke†The chaos of the chaos must also be sacrificed. Only if the high pressure is maintained for a long time, the excess capacity of the shipbuilding industry can be truly resolved. Otherwise, like some industries, it will fall into the vicious circle of over-governing and over-remaining, "the wildfire will not burn, and the spring breeze will blow again."
In fact, in the current China, "the hero of GDP only" has long since become obsolete. How to adjust the economic structure and promote economic transformation under the guidance of the scientific concept of development, and to create an "upgraded version" of the Chinese economy is the main economic task in the next few years. . After this round of lessons, we believe that the relevant localities and relevant units have enough wisdom to not stumble twice on the stone “supporting backward and illegal production capacityâ€. Speculative capital should also see the determination and ironclad of the central government to eliminate backward production capacity and clean up and rectify illegal production capacity, and stop blind profit. In all fairness, who wants to carry another STX on his body?