面向“十五五”，钢铁行业如何节能降碳？

Core Viewpoint - The steel industry is a critical sector for achieving industrial energy conservation and carbon reduction in China, accounting for approximately 15% of the country's total carbon emissions, making it the highest among manufacturing industries [1] Group 1: Industry Challenges and Goals - The steel industry is currently in a phase of reduction and deep transformation, facing structural contradictions such as excess low-end products and insufficient high-end products, indicating significant room for improvement in energy conservation and carbon reduction [1] - The National Development and Reform Commission (NDRC) emphasizes the need for continuous optimization of product structure and vigorous efforts in energy conservation, carbon reduction, and coal substitution to promote quality upgrades and green low-carbon transformation [1] Group 2: Policy and Management Initiatives - Since the 14th Five-Year Plan, China has made positive progress in energy conservation and carbon reduction, establishing a comprehensive policy framework and accelerating the green low-carbon transformation of the energy structure [1] - The NDRC plans to strengthen management of key energy consumption and carbon emission units, implement comprehensive management of energy conservation reviews and carbon emission evaluations, and continuously improve the policy system and market mechanisms [1] Group 3: Industry Collaboration and Carbon Market - The China Iron and Steel Association highlights the need for a collaborative approach in the steel industry to navigate opportunities and challenges, focusing on achieving ultra-low emissions, enhancing energy efficiency, and advancing low-carbon transformation [3] - Traditional industries, including steel and cement, have officially joined the national carbon market, which is seen as a crucial tool for achieving carbon neutrality goals [3] - The carbon market allows key emission units to use up to 5% of their carbon emission quotas for compliance, providing flexible pathways for companies to reduce emissions and manage carbon assets effectively [4] Group 4: Progress in Emission Reduction - As of July 2025, 197 steel companies have completed ultra-low emission modifications, with 600 million tons of crude steel capacity undergoing full-process ultra-low emission modifications, representing over 80% of the national total capacity [4]