数据显示，9月初至今，铁矿石价格从每吨90美元涨至120美元，涨幅约30%。11月单月，铁矿石进口量超过6500万吨，创历史次新高水平。铁矿石年末的翘尾行情，挑战着刚刚恢复盈利的钢铁业。

Data display,Since early September,Iron ore prices from $90 per ton rose to $120,Or about 30%.November month,More than 65 million tons of iron ore imports,A record high level.At the end of iron ore QiaoWei quotation,Just a challenge to the recovery of iron and steel industry profits.

　　消息称，量价齐涨，是不是意味着“疯狂的石头”将重现？对于这个问题，业界的看法相对轻松。中国钢铁工业协会秘书长张长富在最近召开的“我的钢铁”年会上表示，今年我国粗钢产量预计为7.23亿吨，同比增长3%左右。明年的增速估计只有2%，低增长态势基本确立。

News that,Quantity price drawn up,Does this mean"Crazy stone"Will return?For this problem,The industry view relatively easy.The China iron and steel industry association secretary general ZhangChangFu in recently convened"My iron and steel"Said at the annual meeting of the,This year our country crude steel production is estimated at 723 million tons,Year-on-year growth of 3%.Next year's growth is estimated to be 2%,Low growth situation basically established.

　　中国钢铁业增长的大幅放缓并没有影响矿山的扩产势头。今年前三季度，力拓、必和必拓的铁矿石产量分别增长了30%和10%左右。“新兴矿山的增速更快，预计明年全球矿山新增产量在1亿吨左右，从供需平衡正式转向供大于求。”“我的钢铁”高级研究员高波指出。

China's steel industry growth slowed sharply and have no effect on mine modification momentum.The first three quarters of this year,Rio tinto/BHP billiton iron ore production were increased by 30% and 10%."Emerging mine faster growth,Next year is expected to global mining production in the new 100 million tons,From the supply and demand balance formal to supply exceeds demand.""My iron and steel"Senior researcher GaoBo pointed out.

　　虽然“疯狂的石头”难以再现，但中国钢铁业面临的挑战一点也没变小。原因在于，铁矿石的价格波幅大大增加了。统计显示，今年钢价从高点到低点，跌幅只有20%，而铁矿石的跌幅却超过40%。矿价大起大落，让钢厂的成本控制变得非常棘手。

although"Crazy stone"Difficult to reproduce,But China's steel industry faces challenges didn't diminish.Reason is that,The iron ore price fluctuation is greatly increased.Statistics show that,Steel price this year from high to low,Only 20% decline,And iron ore fall is more than 40%.Ore price marked ups and downs,Let the steel cost control becomes very difficult.

　　“如果矿价只是单边涨，我们还能用增加库存的方式予以应对。矿价快涨快跌、上蹿下跳，采购工作反而更麻烦。”一位钢铁公司人士表示。有两个“一亿吨”数字，反映了钢厂在成本控制上的困境：

"If the ore price rise is unilateral,We also can increase the stock way to deal with.Ore price rise quickly fall faster/'re,Purchasing instead more trouble."An iron and steel company officials said.There are two"One hundred million tons"digital,Reflects the steel mills in the cost control of the dilemma:

　　一是铁矿石的港口库存量，从高峰时的1亿吨，降至目前的8000多万吨。低库存运行，固然避免了原料跌价时的减值损失，但同时也要求钢厂对矿石市场的波动应变自如。

One is the iron ore port stocks,From the peak of 100 million tons,Down to the more than 8000 tons.Low inventory operation,Is avoided in the raw material of impairment loss,But at the same time also calls for steel mills to ore the volatility of the market strain freely.

　　二是铁矿石衍生品交易趋于活跃，金融化明显加速。截至目前，境外的铁矿石掉期交易量接近1亿吨。其中，金融机构占60%，一些国际投行的炒作资金已经介入。国内钢厂受境外风险管控等方面的限制，只占5%。

The second is iron ore derivatives trading tend to be active,JinRongHua obviously accelerated.So far,Overseas iron ore swaps trading volume of close to 100 million tons.the,Financial institutions accounted for 60%,Some international investment bank hype funds has been involved in.Domestic steel mills in China, such as risk control the limit,Only 5%.

　　面对铁矿石的双向波动风险，各方正在积极寻求解决方法。今年四季度，国家发展改革委召开会议，指出在铁矿石供应逐步充足化、多元化，以及各种定价方式迅速发展的环境下，我国推进铁矿石期货的条件逐步成熟，“晚推不如早推”的观点已达成共识。

In the face of the iron ore two-way fluctuation risk,The parties are actively seeking solutions.The fourth quarter of this year,The national development and reform committee meeting,Pointed out that in iron ore supply sufficient change gradually/diversity,And various pricing mode under the environment of rapid development,Our country promote iron ore futures condition gradually mature,"Late push as early push"Point of view have reached a consensus.