| 摘要: | 台灣電爐煉鋼集塵灰處理產業市場結構相對集中，其中台灣鋼聯股份有限公司作為市場龍頭，其市占地位逐年提高，但集塵灰清運量逐年下降。同時，國內其他同業的集塵灰清運量也呈現逐年下降的趨勢，顯示不鏽鋼煉鋼量已確認萎縮。因此，粗氧化鋅處理廠的產量和市佔率受到產業景氣和技術進步的影響，未來需持續關注相關數據以掌握市場趨勢。
從市場結構的角度來看，前四大處理商的市場集中度歷來維持一大兩小市場狀況，因此煉鋼集塵灰處理業屬於極度集中的市場結構，台灣鋼聯作為市場龍頭，幾乎無法被取代。根據產業集中度指標和HHI指標，該產業屬於高寡占型市場，市場集中度極高。
高度集中的市場結構對市場競爭、消費者權益和產業發展都具有重要影響。在評估市場結構和制定相應政策時，需要密切關注產業的發展動態，確保市場競爭的公平性和有效性。
在廠商行為方面，台灣鋼聯和嘉德創資源股份有限公司等集塵灰處理費用訂價在市場行情範圍內，但台灣鋼聯相對較低。台灣鋼聯由於提供原料的鋼廠股東身份，其處理費價格較優惠；嘉德創公司則從其他不鏽鋼廠獲得原料並參考掩埋行情訂定價格。集塵灰處理費用也受到多種因素影響高低，包括焦炭價格、國際鋅價、電費、電極棒、還原劑和國際鎳價等。
台灣鋼聯在營運績效方面呈現穩定的成長，營收和利益率持續增加。嘉德創公司的營運績效也有所改善，但相對而言仍較低。處理廠的設立不僅創造就業機會，還有助於改善環境，推動產業循環和社會貢獻。;The market structure of the Taiwanese electric furnace steel dust handling industry is relatively concentrated, with ( Taiwan Steel Union Co., Ltd, TSU ) as the market leader, continuously increasing its market share. However, the volume of dust collection and transportation has been decreasing over the years. At the same time, other domestic competitors in the industry also show a declining trend in dust collection and transportation volume, indicating a confirmed contraction in stainless steel production. Therefore, the production and market share of crude zinc oxide processing plants are influenced by industry conditions and technological advancements, and it is important to continuously monitor relevant data to grasp market trends.
From the perspective of market structure, the market concentration of the top four processors has always maintained a situation where one is large and the other two are small. Therefore, the steel dust treatment industry belongs to an extremely concentrated market structure, and TSU, as the market leader, is almost irreplaceable. According to the industry concentration index and the HHI index, this industry belongs to a high oligopoly market with extremely high market concentration.
A highly concentrated market structure has significant implications for market competition, consumer rights, and industry development. When evaluating market structure and formulating corresponding policies, it is important to closely monitor the industry′s development dynamics to ensure fairness and effectiveness in market competition.
In terms of company behavior, the processing costs of dust handling plants such as TSU and Company KCR are within the market range but relatively low. TSU benefits from its shareholder status in steel mills that provide raw materials, resulting in lower prices. Company KCR, on the other hand, obtains raw materials from other stainless steel mills and sets prices based on market conditions. Dust handling costs are influenced by various factors, including coke prices, international zinc prices, electricity costs, electrode rods, reducing agents, coke, and international nickel prices.
TSU demonstrates stable growth in operational performance, with continuous increases in revenue and profitability. Company KCR has also shown some improvement in operational performance, although relatively lower. The establishment of processing plants not only creates employment opportunities but also helps improve the environment, promote industrial cycles, and make social contributions. |
