逾八成粗钢产能完成全流程或部分环节超低排放改造—— 钢铁业超低排放改造交出亮眼答卷

Core Viewpoint - The steel industry is in its final year of ultra-low emission transformation, with significant progress made in reducing carbon emissions and enhancing green development [1][2][3] Group 1: Ultra-Low Emission Transformation - As of July this year, 197 steel enterprises have completed ultra-low emission transformations, with 600 million tons of crude steel capacity achieving full-process ultra-low emissions, and 350 million tons undergoing key engineering modifications, representing over 80% of the national total capacity [1] - The investment for ultra-low emission transformation per ton of steel is approximately 474.35 yuan, with an average environmental operating cost of about 218.43 yuan per ton [1] - An estimated additional investment of around 200 billion yuan is required to achieve the target of over 80% capacity completion by the end of this year [1] Group 2: Industry Challenges and Strategies - The steel industry faces structural contradictions, including excess low-end products and insufficient high-end products, indicating a need for continuous optimization of product structure and energy-saving transformations [3] - The long-process steel enterprises are the main source of carbon dioxide emissions, accounting for about 98% of total emissions in the steel production sector [4] - There are challenges in data management, carbon emission management capabilities, and balancing emission reductions with growth, necessitating a phased and organized approach to market entry and quota control [4] Group 3: Carbon Market and Future Directions - The national carbon market now includes the steel, cement, and aluminum industries, covering over 8 billion tons of emissions from approximately 3,700 key emitting units, making it the largest carbon market globally [3] - The steel industry is encouraged to actively participate in the voluntary carbon market to effectively reduce compliance costs and enhance green development momentum [5]