特朗普“黄金股”介入，日铁关停美国工厂计划泡汤

Core Points - The U.S. government intervened to prevent Nippon Steel from shutting down a U.S. Steel plant in Granite City, Illinois, highlighting potential future government interference in Nippon Steel's management of U.S. Steel [1][3] - Nippon Steel's acquisition of U.S. Steel for $14.1 billion was approved under a national security agreement, granting the U.S. government a "golden share" that allows it to veto major decisions, including plant closures [3][4] - U.S. Steel plans to increase crude steel production from 14.18 million tons in 2024 to over 20 million tons in the next decade, aligning with the Trump administration's goal to revitalize manufacturing [4] Company Actions - U.S. Steel had initially planned to close the Granite City plant due to two idle blast furnaces but reversed this decision after government intervention [1][4] - Nippon Steel aims to enhance production efficiency and expand its capacity in the U.S., with plans to invest $3.1 billion in upgrading a major blast furnace in Indiana and potentially build a new electric arc furnace plant costing $4 billion [4][5] - The United Steelworkers union expressed strong opposition to Nippon Steel's plans for the Granite City plant, indicating potential political pressure against management decisions [5] Industry Context - The incident underscores the challenges foreign companies face when integrating operations in the U.S., particularly with strong labor unions and government oversight [4][5] - Nippon Steel's strategy involves replicating its high-profit business model from Japan in the U.S., but it may encounter significant hurdles due to local political dynamics and union influence [4][5]