钢铁出口面临严峻挑战，中钢协表示满足内需依然是行业基本定位

Core Insights - In March, China's steel exports reached 10.46 million tons, exceeding 10 million tons for the month again. In the first quarter, steel exports totaled 27.43 million tons, a year-on-year increase of 6.3%, marking one of the rare increases in recent years [1] - The increase in steel exports is attributed to domestic exporters and foreign clients rushing to export due to concerns over potential trade remedy investigations and uncertainties from the U.S. tariff war later in the year [1] - The Chinese steel industry is facing unprecedented challenges, with U.S. tariffs on Chinese steel products rising to 70% due to measures like "232" and "301," affecting specific products such as pipes and coated sheets [1] Industry Statistics - In 2024, China faced 33 trade remedy cases against its steel products, surpassing the total number of cases from 2020 to 2023, with 8 new investigations since the beginning of the year [2] - The National Bureau of Statistics reported that China's crude steel production for 2024 is projected at 1.005 billion tons, with apparent consumption at 892 million tons, indicating that domestic demand remains the primary focus for the steel industry [2] - The domestic demand for steel is declining, and the structural adjustments are causing pain points, leading to a rapid increase in steel supply while demand is decreasing, disrupting the fragile market balance [2]