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日本制铁将斥资30亿美元升级美国钢铁公司工厂90年历史设备Nippon Steel to spend $3bn on U.S. Steel plant to update 90-year-old hardware

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日本制铁在2025年收购美国钢铁公司时承诺,到2028年将向美国钢铁投资110亿美元。(远藤广树摄)Nippon Steel pledged to invest $11 billion in U.S. Steel through 2028 when it purchased the company in 2025. (Photo by Hiroki Endo)

东京——据《日经新闻》获悉,日本钢铁制造商日本制铁将向位于美国宾夕法尼亚州的蒙谷工厂投资约30亿美元,这是其到2028年在美国投资110亿美元计划的一部分。

TOKYO -- Japanese steelmaker Nippon Steel will invest about $3 billion in the Mon Valley works in the U.S. state of Pennsylvania, Nikkei has learned, as part of a plan to invest $11 billion in America through 2028.

蒙谷工厂由子公司美国钢铁公司运营。预计该工厂将成为母公司在美国投资的最大目标。

The Mon Valley works is operated by subsidiary U.S. Steel. The plant is expected to be the largest target of the parent's American investments.

投资将重点用于热轧设施,该设施负责加热高炉生产的铁坯,并将其轧制成更薄的钢材。蒙谷工厂的热轧设备已运行近90年,这意味着它已因老化而性能下降,效率较低。

The investment will be focused on a hot-rolling facility, which heats slabs of iron produced in blast furnaces and rolls them into thinner steel. The hot-rolling equipment at Mon Valley has been in operation for nearly 90 years, meaning that it has deteriorated with age and is less efficient.

新设备将于2029年下半年投入运营。它将能够生产用于汽车及其他应用领域的高质量钢材。

The new equipment is set to enter operation in the second half of 2029. It will enable the production of higher-quality steel for autos and other applications.

日本制铁在投资约3000亿日元(19.1亿美元)后,于8月在其日本名古屋工厂开始运营一座下一代热轧设施。该公司计划也将这一尖端技术引入蒙谷工厂。

Nippon Steel in August began operating a next-generation hot-rolling facility at its Nagoya works in Japan, following an investment of about 300 billion yen ($1.91 billion). The company plans to introduce its cutting-edge technology at Mon Valley as well.

在美国钢铁公司6月发布的一份报告中,该公司曾预计在蒙谷工厂的投资最高可达25亿美元。据认为,由于劳动力和建筑成本上升,最终金额已升至30亿美元。

In a report released by U.S. Steel in June, the company had projected an investment of up to $2.5 billion at Mon Valley. The final amount is thought to have risen to $3 billion amid higher labor and construction costs.

日本制铁在2025年收购美国钢铁公司时,向美国政府承诺在2028年前向该公司投资110亿美元。截至8月,它已批准37亿美元的投资。加上计划用于蒙谷工厂的30亿美元,目前已分配的资金超过承诺金额的一半。

When Nippon Steel acquired U.S. Steel in 2025, it promised the U.S. government to invest $11 billion in the company by 2028. As of August, it had already approved $3.7 billion in investments. With the planned $3 billion for Mon Valley, more than half of the pledged amount has now been allocated.

美国钢材市场依然强劲。唐纳德·特朗普政府实施的关税有助于抑制进口,并提振了对国产钢材的需求。

The American market for steel remains strong. Tariffs imposed by President Donald Trump's administration have helped curb imports and boosted demand for domestically produced steel.

据SteelBenchmarker数据,10月中旬美国热轧卷板价格突破每公吨1300美元。这是自2022年6月以来首次突破该水平,当时疫情后的需求推动了钢材消费的激增。

U.S. hot-rolled coil prices exceeded $1,300 per metric ton in mid-October, according to SteelBenchmarker. This marked their first time above that level since June 2022, when postpandemic demand drove a surge in steel consumption.

受有利市场环境提振,克利夫兰-克利夫斯等美国主要钢铁企业的利润大幅回升。日本制铁预计,截至2027年3月的财年合并净利润为2900亿日元,是上年同期的17倍。美国钢铁公司预计将贡献1800亿日元。

Buoyed by the favorable market environment, such major American steelmakers as Cleveland-Cliffs have seen profits recover sharply. Nippon Steel forecasts consolidated net profit for the year ending March 2027 at 290 billion yen, 17 times the year-earlier level. U.S. Steel is projected to contribute 180 billion yen.

但这一繁荣能否在中长期持续仍不确定。日本制铁首席财务官岩井孝彦曾表示:“我们不能依赖市场行情,而需要稳步创造协同效应并推进投资。”

But whether the boom will continue over the medium to long term remains uncertain. "Rather than relying on market conditions, we need to steadily generate synergies and carry out investments," Nippon Steel Chief Financial Officer Takahiko Iwai has said.

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