主题：中国资源企业面临前所未有的发展机会. -- wolfgan

还没听到很多破产新闻，中国企业还可以等更好的时机，当然也要考虑美元的购买力等等，综合评估是国家牵头的事情，单独企业行动经验有教训也很多，首钢都曾搞不定秘鲁的收购，政府的态度与能力太重要了，这就又不是三言两语说得清楚的事，接着看吧

UPDATE 1-Vale drops iron ore price rise demand, to pay freight

Mon Nov 3, 2008 5:31am EST

(Adds background, writes through)

By Alfred Cang

SHANGHAI, Nov 3 (Reuters) - Brazil's Vale, the world's largest iron ore miner, withdrew its demand for a 12 percent price rise for this year's iron ore and agreed to pay freight for some of its Chinese customers, two trade sources said on Monday.

Vale (VALE5.SA: Quote, Profile, Research, Stock Buzz)(RIO.N: Quote, Profile, Research, Stock Buzz), contacted its major clients late last month and withdrew the requirement "silently," after Chinese major steel mills announced major production cuts to weather a slumping steel market in China, the sources said.

"Vale has agreed with several steel mills to carry the freight cost from Brazil to China," one of the sources said, noting that the "informal" agreement did not include a time frame.

The global economic slowdown, coupled with a domestic housing slump, hit Chinese domestic steel demand and exports. Top steel mills in China have cut output and purchased less iron ore, and are readying for an unprofitable fourth quarter.

Lower global steel production also hit the mining sector.

Vale said on Friday that it would cut iron ore output by 10 percent from November as it sees market conditions deteriorating very intensely over the next three to four months.

Vale asked its Asian clients to pay about 12 to 13 percent more for iron ore under 2008 term contracts to bring their FOB prices in line with those paid by European steel mills.

However, Chinese steel mills rejected the demand, saying they could rely on domestically-produced iron ore and that huge port stockpiles could supply the whole industry. They called for imports from the Brazilian miner to be blocked.

Stocks of ore in Chinese ports hit record of nearly 90 million tonnes, equivalent to over two months of imports.

Capesize freight rates on the key route between Brazil and China have fallen to a six-year low of $10.6 per tonne by the end of October, down from above $108 a tonne in June, due to a drop in shipments of iron ore to China.

出口中国数量大幅下降 印度被迫下调铁矿石出口关税

http://finance.ifeng.com/news/industry/20081103/198823.shtml

淡水河谷宣布因中国等需求下降大幅减产铁矿石

http://finance.ifeng.com/news/industry/20081103/198868.shtml

(注:印度已经屈服,淡水河谷还在死撑)

国际油价暴跌 中石油800亿海外抄底

http://finance.ifeng.com/news/hgjj/20081101/198330.shtml

估计不久将为大家带来惊喜.

中国哈萨克斯坦发表联合公报 加强能源合作

http://www.stnn.cc/china/200810/t20081031_890309.html

到欧洲并购去！3万家中小企业开门迎中国客

http://www.stnn.cc/chinafin/200810/t20081031_889734.html

(我一直以为,中国在欧美日的收购机会更多的会体现在中小企业而不是大企业上,在这方面,需要政府提供必要财政和信息上的支持)