东京 —— 据《日经新闻》获悉，日本钢铁制造商日本制铁将在美国宾夕法尼亚州的蒙瓦利工厂投资约 30 亿美元，这是其计划到 2028 年在美国投资 110 亿美元的一部分。
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.
蒙瓦利工厂由子公司美国钢铁公司运营。该工厂预计将成为母公司在美国投资中最大的单一项目。
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.
投资将集中在一座热轧设施上，该设施将高炉生产的钢坯加热并轧制成较薄的钢材。蒙瓦利工厂的热轧机已运行近 90 年，设备老化、效率低下。
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 mill at Mon Valley has been in operation for nearly 90 years, meaning that it has deteriorated with age and is less efficient.
新热轧机预计将于 2029 年下半年投入运行。它将使该厂能够生产用于汽车等领域的更高质量钢材。
The new mill is set to begin operation in the second half of 2029. It will enable the production of higher-quality steel for autos and other applications.
日本制铁于 2024 年 8 月在其日本名古屋制铁所开始商业运营一座耗资约 3000 亿日元（约合 19.1 亿美元）的新一代热轧设施。公司计划在蒙瓦利工厂同样引入其尖端技术。
Nippon Steel in August began commercial operation of a roughly 300 billion yen ($1.91 billion) next-generation hot-rolling facility at its Nagoya works in Japan. The company plans to introduce its cutting-edge technology at Mon Valley as well.
根据美国钢铁公司委托并于 2024 年 6 月发布的一份报告，蒙瓦利工厂的投资额原预计高达 25 亿美元。由于人工和建筑成本上涨，最终金额被认为已上升至 30 亿美元。
In a report commissioned by U.S. Steel and released in June, an investment of up to $2.5 billion had been projected 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，曾向美国政府承诺到 2028 年在该公司投资 110 亿美元。截至 2026 年 8 月，已批准投资 37 亿美元。加上此次计划在蒙瓦利工厂投资的 30 亿美元，已批准的投资总额现已超过承诺金额的一半。
When Nippon Steel acquired U.S. Steel in 2025, it promised the U.S. government that it would invest $11 billion in the company by 2028. As of August 2026, 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 greenlit.
美国钢铁市场依然强劲。唐纳德·特朗普总统政府征收的关税有助于遏制进口，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 to curb imports and to boost demand for domestically produced steel.
据 SteelBenchmarker 数据，美国热轧卷板价格在 10 月中旬突破每公吨 1300 美元。这是自 2022 年 6 月以来首次超过该水平，当时疫情后的需求推动钢材消费激增。
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.
得益于有利的市场环境，克利夫兰-克利夫斯等美国主要钢企利润大幅回升。日本制铁预测，截至 2027 年 3 月的财年合并净利润将达 2900 亿日元，约为上一财年的 17 倍。其中，美国钢铁预计将贡献 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, about 17 times the year-earlier level. U.S. Steel is projected to contribute 180 billion yen.
但这波繁荣能否在中长期持续仍存不确定性。日本制铁首席财务官岩井隆彦表示：“与其依赖市场行情，不如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.