人民财讯11月17日电，据中国钢铁工业协会消息，在巴西贝伦举行的第30届联合国气候变化大会 (COP30)上，中国钢铁工业协会与全球多利益相关方组成的"负责任钢铁"(ResponsibleSteel)组织共同签 署了合作谅解备忘录。这一协议标志着全球两大低碳钢铁标准体系为实现互认迈出实质性一步，为覆盖 全球超一半钢铁产能的低碳排放标准统一提供了工作框架，为加速钢铁产业链降碳，构建可信、透明的 低碳钢铁全球贸易体系注入新动能。 ...

作为国内钢铁行业权威垂直门户，兰格钢铁网倾力打造的这场行业盛事，吸引了来自国内外4000余位相 关人士参与，规模创历届新高。 本报讯(记者张文湘)11月14日至11月16日，第21届中国钢铁产业链峰会暨兰格钢铁网成立30周年启动大 会在北京召开。大会紧扣"十五五"时期新型工业化与制造强国战略部署，以"齐心破内卷同心谋发展"为 主题，围绕供应链创新、供需协同、绿色转型、央企集采、2026年市场与宏观经济展望等关键议题展开 深入研讨，为钢铁产业链突破困局、实现高质量发展凝聚智慧、注入新动力。 此外，大会还隆重举行了"兰格钢铁网成立30周年启动大会战略合作伙伴签约仪式"，此次系列签约汇聚 了产业链多家核心企业，促成了多项重要战略合作。 在大会的主题报告环节，著名经济学家、民建中央经济委员会副主任马光远，中交集团采购交易中心业 务管理处处长万帮建，兰格钢铁网资深专家韩卫东，著名经济学家、清华大学中国经济思想与实践研究 院院长李稻葵等嘉宾，分别就2026年中国经济热点解析、大型央企集采创效及钢材需求展望、钢铁市场 趋势和价格预判、宏观经济政策取向暨发展趋势等重大议题，展开了高屋建瓴的深度解读。 ...

其次，默茨可能是在保护德国的钢铁行业，试图通过对中国加税来减少冲击。然而，钢铁只是中德贸易冰山一角，贸然冲击整个产业链，最终受伤的只会是 德国自己。对于德国汽车业而言，失去中国市场意味着失去未来。德国工商大会主席曾警告："跟中国闹翻，那德国汽车业就完了。"这不是危言耸听，而是 对真实情况的无奈反思。 就在几个月前，德国总理默茨还在高谈阔论反对贸易保护主义，然而如今他却决定加征中国钢材关税。这一180度大转弯的举动，令人倍感震惊。 据统计，中德两国在2025年前八个月的贸易额已超过1600亿欧元，这不仅表明了双方经贸关系的重要性，更凸显了德国在中国市场上的巨大依赖。而默茨此 举，无异于用一盆冷水泼在两国刚缓和的关系上，让人怀疑他的真实意图。 首先，有分析认为，默茨的行为可能是为了迎合西方一些亲美阵营的声音。在美国对中国的持续施压下，默茨或许感受到来自美国的强大压力，试图通过加 税来显示德国的"坚定立场"。不过，这种做法不禁让人想起了"跟风"的不智，毕竟德国自身的经济命脉早已与中国深度绑定。 再说回到欧盟的长期目标，自身的安全与韧性建设始终是其首要任务。然而，中国对稀土等关键矿产的依赖程度让其难以摆脱这种束缚。数 ...

在近日举办的中国宝武钢铁集团有限公司(以下简称 "中国宝武" )工业品供应链生态伙伴大会上，埃克 森美孚(中国)投资有限公司(以下简称"埃克森美孚中国")凭借绿色润滑技术服务、低碳合作领域的突出 表现，再度获评"全球优秀供应链合作伙伴"，成为本年度唯一入选的进口润滑油品牌。这一成果不仅展 现企业间的供应链协同效能，更折射出中国钢铁行业在"量转质"关键期，通过国际合作加速绿色转型的 行业趋势，也印证了埃克森美孚中国"为中国钢铁行业加油"理念在产业实践中的落地成效。 当前，中国钢铁行业正处于深度转型攻坚期，"十五五"规划对行业绿色竞争力的提升提出明确要求。 《钢铁行业稳增长工作方案(2025-2026年)》将工艺设备更新、绿色低碳改造列为核心任务，为行业高质 量发展划定路径。作为全球最大钢铁企业之一，中国宝武持续推进"双碳"目标落地，其供应链伙伴的选 择标准，已从传统的产品质量、交付效率，延伸至低碳技术协同、绿色价值共创层面。 2024年，中国宝武与埃克森美孚中国签署低碳方案合作备忘录，围绕低碳能源应用、碳捕集与封存 (CCS)价值链构建、低碳足迹产品认证等领域开展联合探索。此次获奖，不仅是双方在绿色供应链建设 ...

Group 1 - German Chancellor Merz announced an increase in tariffs on Chinese steel, raising them from approximately 24% to 50%, and reducing tax-free import quotas by 47% [3][4] - This shift in policy contrasts sharply with Merz's previous opposition to EU tariffs on China, indicating a significant change in approach to protect struggling domestic industries [3][4] - The decision is influenced by Germany's stagnant economy over the past three years, rising inflation, and increased pressure from the U.S. on EU products, leading to layoffs and factory closures in the steel sector [4][5] Group 2 - The higher tariffs may increase costs for downstream industries, particularly automotive and machinery sectors, which are crucial to the German economy [5] - Despite the tough rhetoric, Germany recognizes the importance of its economic relationship with China, which is its largest trading partner and a key market for German exports [5][7] - The German government emphasizes the need for continued dialogue and cooperation with China, as both countries face significant economic transitions [7]

Group 1 - Germany's Prime Minister Merz announced a shift in trade policy towards China, supporting increased tariffs on Chinese steel imports, marking a departure from previous free trade positions [1][3] - In 2024, the EU steel industry is expected to cut 18,000 jobs, including at major companies like Thyssenkrupp, due to the influx of cheap steel from the US and rising energy prices [3] - Merz's stance reflects Germany's response to the changing global trade environment, with 75% of German companies in China expecting to be affected by US tariffs, and 57% concerned about potential Chinese retaliation [5][6] Group 2 - Increasing tariffs on Chinese steel may protect the domestic steel industry in the short term but could raise production costs for key sectors like automotive and machinery, which are vital to the German economy [8] - There is a notable divide between the German political and business sectors regarding China, with businesses advocating for reduced geopolitical risks while politicians lean towards protectionism [8] - The shift in Germany's trade policy signifies a complex balancing act between protecting domestic industries and maintaining economic cooperation with China, which will impact bilateral relations and the broader global economic landscape [10]

数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年9月中国钢铁棒材出口数量为168万吨，同比增长25%，出口金额为9.32 亿美元，同比增长12.8%。 近一年中国钢铁棒材出口情况统计图 相关报告：智研咨询发布的《2025-2031年中国钢铁行业全景调查及发展策略分析报告》 ...

Core Insights - The report by Zhiyan Consulting highlights the growth in China's steel wire rod exports, with a significant increase in both quantity and value in September 2025 compared to the previous year [1]. Export Data Summary - In September 2025, China's steel wire rod export volume reached 270,000 tons, marking a year-on-year increase of 32.6% [1]. - The export value for the same period was $21 million, reflecting a year-on-year growth of 16.9% [1]. Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [1]. - The firm emphasizes its commitment to delivering in-depth industry reports, business plans, feasibility studies, and customized services to empower investment decisions [1].

Core Insights - The report by Zhiyan Consulting highlights a decline in China's steel plate exports in September 2025, with a total export volume of 6.4 million tons, representing a year-on-year decrease of 6.1% [1] - The export value for the same period was $4.023 billion, which reflects a year-on-year decline of 10.6% [1] Industry Overview - The data is sourced from Chinese customs, indicating a significant downturn in the steel industry, particularly in the export segment [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [1]

Summary of Key Points Core Viewpoint - In October 2025, China's steel exports decreased while imports showed a decline, with iron ore imports experiencing a slight increase year-on-year. The overall trend indicates a mixed performance in the steel industry, with exports up year-to-date but a drop in the latest month. Steel Exports - In October 2025, China exported 978.2 million tons of steel, a decrease of 68.3 million tons or 6.5% month-on-month. The average price was $684.4 per ton, an increase of $5.3 per ton or 0.8% [1] - From January to October 2025, cumulative steel exports reached 9,773.7 million tons, an increase of 602.4 million tons or 6.6% year-on-year [1][5] Steel Imports - In October 2025, China imported 50.3 million tons of steel, a decrease of 4.5 million tons or 8.2% month-on-month. The average price was $1,593.0 per ton, a decrease of $31.1 per ton or 1.9% [1] - From January to October 2025, cumulative steel imports totaled 504.1 million tons, a decrease of 68.0 million tons or 11.9% year-on-year [1][3] Iron Ore Imports - In October 2025, China imported 11,130.9 million tons of iron ore, a decrease of 501.7 million tons or 4.3% month-on-month. The average price was $100.6 per ton, an increase of $3.6 per ton or 3.7% [1] - From January to October 2025, cumulative iron ore imports reached 102,888.6 million tons, an increase of 695.0 million tons or 0.7% year-on-year [1][3]