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| 等 级：资深长老 |
| 经 验 值：35142 |
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| 注册日期：2004-04-07 |
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中国警告澳大利亚 明确要求铁矿石降价
澳大利亚多家矿业公司已接到中国警告 明确要求铁矿石降价
澳大利亚多家矿业公司已经接到警告，称中国公司已经不愿意继续为澳大利亚铁矿石和其他矿产品承担高价，中国明确要求降价。
澳大利亚广播公司报道说，最初的警告来自澳大利亚矿产业在上海商品交易所的交易代表Penfolds公司，该公司在发给澳大利亚几家矿业公司的报告中说，随着澳大利亚矿产出口对中国市场依赖程度的加深，澳大利亚在定价权上已经失去了主动地位。
报告中说，过去10年里，澳大利亚对中国的矿产品猛增了10倍，从1996年的10亿美元激增到了2005年的85亿美元。对华出口给澳大利亚矿业公司带来了滚滚财富。
但是，情况正在出现变化。Penfolds公司负责人Joe Singer说，因为中国进口激增而上演的财富神话即将迎来一个转折。他警告说，对澳大利亚矿业公司而言，中国已经不再单纯是一个积极有利因素。他补充说：“情况正在变的复杂，甚至有些负面。”
Joe Singer说，现在澳大利亚矿产业流行一个错误地观念，认为无论开采什么矿物质都可以高价卖给中国。他说：“这样的看法显然是太一厢情愿了。”
Joe Singer说：“矿业公司应该对中国经济形势给予高度关注，以便在市场行情发生变化的时候迅速做出调整。”他说：“中国能带来财富，也能带来痛苦。”（此消息来自澳大利亚新闻网：www.news.com.au）原文如下：
China to pay less for Aussie minerals
THE Australian mining industry has been warned that China will not continue to pay top dollar for metals and minerals, despite the country's ever-increasing demand for natural resources.
The stern caution, issued by the head of leading Shanghai-based commodities trader Penfolds, comes as Australia's reliance on exports to China reaches new heights.
The value of mineral exports to China has risen almost ten-fold in the past decade, from about $1 billion in 1995-96 to at least $8.5 billion last year.
But Joe Singer, the founding director of Penfolds, yesterday warned that the China story was evolving, from a fairytale of fervent growth to a more complex narrative - with consequences for Australian miners.
"Here in Australia the view is that whatever commodity you're going to make you're always going to be able to sell it to China at a higher and higher price," he said.
"One needs to be very careful of which commodities (you invest in) because the China story is changing. You can get gored by the bull."
Mr Singer, who speaks Mandarin, has been observing trends in China for more than a decade. He established Penfold in 1997 after senior roles with international trading companies Itouchu, Marc Rich and Glencore, and is in Australia this week meeting analysts and brokers.
Penfold has a minority stake in China's largest lead and zinc miner Western Mining. It is one of the few foreign companies to have been invited to take a stake in an operating mine in the country.
The company also has taken a position in Australian iron ore junior FerrAus and provides marketing services to a portfolio of clients including Teck Cominco and Zinifex.
Mr Singer said China, which has large mineral reserves of its own, had reacted to sky-rocketing resource prices by bringing on additional capacity.
The impact had already been felt in the alumina and manganese markets and he expressed concern yesterday about the long-term sustainability of the record high zinc price, now well above $US4000 a tonne.
"The thing with zinc is it's not the China story any more.
"They (China) are moving very quickly towards zinc mine production equals zinc metal consumption," he said.
"That's the benefit they have in China that we don't.
"They react to the pricing signals and they are putting on production."
He said China also had moved to control its own fate through industry rationalisation and increased regulation.
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2006-11-09 16:50:15
