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Гибридная «промышленная политика»

Гибридная «промышленная политика»

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by Апрель 17, 2019 Новости

Что ни говорите, а прогресс в стране идет семимильными шагами! Регулярное тупое мычание лоббистов олигархов “дайте льгот и побольше”, наконец решили упаковать в более интеллектуальную оболочку. Сегодня, например, проведут мероприятие “Промышленная политика и ГМК: мировой опыт для Украины”, на котором снова будут волать, что владельцам украинской металлургии и горнорудной индустрии не хватает стимулов для развития.

Казалось бы, таким стимулом должен быть уже тот факт в начале “нулевых” государство фактически подарило им заводы, меткомбинаты, ГОКи. Причем сделало это без каких-то четких условий, например, реинвестирования полученной прибыли в отрасль. В результате, за счет доходов от “Метинвеста” (оставляя для вложений в его устаревшие мощности неприличный минимум), созданы все отхожие промыслы “Метинвеста”: от недвижимости и “Бруснички” до сети заправок и медиа-холдинга МГУ.

Однако, как выясняется, этого было мало. “Украине нужна системная промышленная политика” — рассказывают лоббисты Ахметова. Безусловно, не помешает. Однако, у Украины есть печальный опыт в данном направлении. И это не только упомянутая прихватизация отрасли “без условий и контрибуций”. Это еще и пресловутые “меморандумы между правительством и предприятиями горно-металлургического комплекса”, которые подписывались Кабминами от Тимошенко до Азарова. Второй стороной подобных соглашений был, как это ни странно прозвучит, “Центральный комитет профсоюза трудящихся металлургической и горнодобывающей промышленности”. Иногда свои закорючки под этими документами ставили ничего не решающие директора конкретных предприятий. И ни в коем случае руководители “Метинвеста” или “ИСД”. Или, упаси Боже, Ахметов, Тарута или хотя бы Новинский.

При том разнообразии льгот, которые получали в соответствии с меморандумами предприятия отрасли (начиная от заморозки тарифов естественных монополий и заканчивая пониженными ставками экологических платежей, а также платы за пользование недрами, землей), все что они обещали взамен государству — не проводить масштабных сокращений персонала. И несмотря на меморандумы продолжали это по-тихому делать: сотрудники если даже не сокращались, то переводились на аутсорс в подрядные организации. Более того, все полученные отраслью льготы все равно не помогли стабилизировать производства стали и проката в стране.

С точки зрения конечного выпускаемого продукта, ГМК Украины постепенно деградирует в сторону продажи товарного чугуна и ЖРС.

Это прекрасно понимают организаторы “Промышленной политики и ГМК: мировой опыт для Украины”. Поэтому в своей презентации упорно игнорируют предыдущий негативный опыт, сосредотачиваясь на том как это делают в других странах. При этом они все-таки проговариваются между строк, поскольку при более-менее внимательном изучении проблемы становится ясно, что промышленная политика — это улица с двухсторонним движением. Льготы не раздаются предприятиям ГМК, только потому что они имеют отношение к этой отрасли. Получая стимулы, бизнес берет на себя обязательства, чего он добьется взамен. И речь не идет о росте плавок или добычи. Как правило, сегодня промышленная политика подразумевает структурные изменения, которых он добьется за счет дополнительных вложений в производство продукции с более высокой добавленной стоимостью. Но почему-то таких обязательств в аналитических записках лоббистов Ахметова вы не найдете.

Также очевидно, что сегодня “Метинвест” и иже с ними уже не могут просто пообещать, не проводить масштабных сокращений персонала. Тут бы удержать тех, кто еще не разбежался с их дымящихся помоек.

Еще одна сложность формулировки целей политики поддержки ГМК в Украине заключается в том, что ее основной реципиент — “Метинвест” — постоянно используется своими акционерами в политических целях. Например, компания выплачивала дивиденды Вадиму Новинскому для финансирования предвыборной кампании Александра Вилкула и его ошметков “Оппоблока”. Усилиями лоббистов “Метинвеста” через парламент регулярно протаскивают законы, ограничивающие экспорт металлолома, что каждый раз портит наши отношения с Евросоюзом. Хочешь — не хочешь, но при существующем раскладе сил в украинской металлургии любые попытки господдержки этой отрасли оборачиваются финансированием пророссийской “пятой колонны”.

И когда лоббисты Ахметова требуют активизировать протекционизм на внешних рынках они должны понимать, что эффективно защищать своего производителя за рубежом может только сильное государство. А усиление Украины точно не входит в планы Ахметова и его младшего партнера по разуму.

Источник: ukrrudprom

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