日本制铁CEO：不认为中国是第1

Core Viewpoint - Japan's Nippon Steel, led by CEO Eiji Hashimoto, acknowledges China's dominance in steel production but emphasizes that it does not equate to being the best, citing differences in pricing and profitability among domestic products [1][6]. Group 1: Acquisition of US Steel - The acquisition of US Steel by Nippon Steel was a result of lengthy negotiations, deemed beneficial for both the US and Nippon Steel, with the final agreement reflecting a mutual understanding of the need for revitalization in the US steel industry [1][2]. - The local community, initially skeptical, recognized that the partnership with Nippon Steel was essential for the economic recovery of the region, especially after observing the struggles of competitors like Cleveland-Cliffs [2]. Group 2: Operational Reforms - Hashimoto outlines a two-step approach to operational reform: first, restoring profitability to motivate employees, and second, ensuring sustainable growth over the next 10 to 20 years [3]. - The first step involves top-down reforms, while the second requires a cultural shift within the company to foster a growth-oriented mindset among employees [3]. Group 3: Challenges in the US Steel Market - The US steel industry faces challenges such as low production rates and high variable costs, which hinder competitiveness despite existing demand [4]. - Nippon Steel has already dispatched 40 technical personnel to address these issues and improve production methods [4]. Group 4: Market Demand and Product Contribution - There is a significant demand in the US market that can support increased production, particularly in sectors like AI and electric vehicles, where Nippon Steel can provide high-performance materials that are currently lacking in the US [5]. Group 5: Competitive Landscape with China - Hashimoto expresses concern over China's aggressive expansion in the steel market, particularly in emerging markets like India and Thailand, and emphasizes the need for proactive measures to counter this trend [6][7]. - The company aims to maintain its competitive edge by focusing on high-end steel products in markets with clear growth potential [9]. Group 6: Future Aspirations - Nippon Steel aims to reclaim its position as the world's leading steel producer within the next decade, targeting a crude steel production of 100 million tons, while also maintaining its technological leadership in Japan [8]. - The company is open to further acquisitions, particularly of smaller manufacturers in the US, to enhance its market position, while remaining cautious about the competitive landscape in Asia [9].