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???????
2001?????????,???????,OECD(?????????)???????????1
2???? 2002????????????????????????????,???
???????,??????,?????????
?2004???????(IISI)????,?2002??,?????????6??????,2
004????????10.54??,??10??,??????
???90????????,??????????????,2004???????????????25
,?????2002?????20???????,IISI??2005?????????????
30?
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?,??????????,?????????,??????????????????????2002?
???????,?????,????????,?????????????????????????20
1?????????????????????????????,?2003?2004???????
2002????????,??????????????????????????????(??????
,????)??????????????????
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2004??2005??????????
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??????????? ??????????????,??????????????
,???????????,???????????????IISI????,??????????1.9
3??,?????2.1?????????2002????????????,???????????
??????????,????????????,??????????????,???????,???
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????---?? ???????1999?2001???????????????,???????
?????????,???????????????,??????????,?2001?????20?
???????????,????????????,??????????????,??????????
?????????????? ???????????????,?????????????
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????(?) ?????????????????,?????????????????????,?
??????????????????????????????????????????????,???
?????????????????? ???????,??????????????????????
????????????,????????U.S. Steel?????????VSZ??????
?????Acerinox?????Columbus????Arcelor?????Acesita?
???JL??????????????????????????????
14
????(?) ????????????????,????????????????????????
????International Steel Group(ISG)?US
Steel?Nucor?????????????,?Arcelor?LNM Group?Corus
Group?Thyssen Krupp?Riva????????????????JFE
Group,???????????????????,??????????????????,Evraz
Holding?????Nizhny Tagil?Zapsib?Kuznetsk????,?Magn
itogorsk?Novolipetsk??????????????????????????,???
???????????????
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????-?????? ??????????,?????????,????????????????
???2001?11?21???????Usinor?????????Arbed???????Ace
ralia???????,?????????Arcelor?,???????????????????
????(Posco)????????(Nippon),?????????2700?????????
????????????Corus????(????2200??)?LNM????(???2100?
?)?Thyssen Krupp????(???1700??)? ???????????2001??
????????,?????????????????,???????????????NKK?????
?????????Usinor?????????????????????????????????
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??????????USSteel???????BethleHem?????????????????
???,??????????2000???????????????????????????????
?????????????,???????????,??4?????,????LTV?WHX?Wei
rton???Ispatinland??????????????????6???????????,?
????????????????3500?????,?????Arcelor(4600??)????
????????? ??????????????????,???????Usinor?????Ac
eralia?????Arbed????????,??????????????????,??????
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???? 2005??,??????????,????????,???????13??11,?
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?????? ??????????,????????(????)????????????,
2005?2???????????????,????????,??2015??,??????????
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???? ?????????????????????????????????????? ???
???????????????(???),???????????350?500???????,??
?????????,???????????????????????400??????????????
???400??,????????,????????????,??350??????????????
?????,?????????,????????????????????
20
?? ??????????(2001?4?) ????World Steel
Dynamics,???2001?9?CSFB Global Steel and Building
Materials Conference?Rautaruukki Group????
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???(?????) ???????????????????(???),????
???????????????????????????,??????????????38??,???
???????????4???,?????5??????,?????????????????????
??????,???????????,???????22????
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?? ???????????(2001?) ????World Steel
Dynamics,??AISI???American Steel Domestic
Manufacturing
23
??????? EBITDA(Earnings Before
Interest, Tax, Depreciation and
Amortisation)????????????????????EBITDA???????????
?????????????????????(TATA???????????Thyssen
Krupp?Nucor?Corus Group?ISPAT)?EBITDA??????????,??
???,1999?2002?????,??EBITDA???????????????????,?20
01??,EBITDA?????????????35,????????????????
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?? ????EBITDA?? ????TATA STEEL??
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??????S.W.O.T??

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?1 ????????????? ????WSD?Gartner
Group/????ITIS????
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?1 ???????????????????
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????Peter Keen Mark McDonald(The eProcess
Edge)/????ITIS????
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03.htmhttp//www.itis.org.tw/
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