Prices of aluminum and steel have soared, and some companies are facing pressure to survive

At present, the price of aluminum has soared to 18,000 yuan/ton, and upstream electrolytic aluminum companies can make a profit of nearly 4,000 yuan per ton, which can be said to be full of profits. The downstream aluminum processing companies can be "horrible" and almost no profit. There are already many downstream companies and suppliers unable to handle it, and some manufacturing companies have begun to close down. Even some companies with relatively strong cost control are still in the maintenance stage. The prices of raw materials have skyrocketed, and downstream companies have suspended orders.

According to a report from China Shipbuilding News, from August last year to the present, due to the increase in iron ore prices, the price of steel soared by 26%, which caused the shipbuilding industry's cost to rise sharply. Based on the 10 million tons of steel demand in my country's shipbuilding industry last year, and an average price increase of 1,000 yuan per ton, the cost of the shipbuilding industry will increase by 10 billion yuan, and shipping companies will almost all lose money.

Statistics from the China Shipping Association show that from January to February this year, my country’s 75 key monitoring shipping companies achieved main business income of 35.1 billion yuan, an increase of 66.4% year-on-year. However, due to the rapid increase in the price of raw materials such as marine steel, the focus of monitoring ships Although the company's revenue increased, its profit was negative, with a loss of 340 million yuan.

The cost of steel is the largest raw material cost in the shipbuilding industry, ranging from 20% to 30% depending on the ship type. According to statistics, a 76,000-ton bulk carrier uses 11,000 tons of steel, while a 400,000-ton ore ship uses 50,000 tons of steel. Under the situation of soaring steel prices and strong steel market demand, problems such as untimely supply of marine steel, serious tail delays, high scrap rate of crack arrest steel for large container ships, and poor flatness of steel plates have become more serious. Shipbuilding companies not only need to start a cost-sharing battle with steel mills, but also need to start a battle to defend the quality of shipboards. With the price of newbuildings hovering at a low level, shipbuilding companies are fighting for their own survival.