钢铁行业未来两年目标确定：年均增长4%

Core Insights - The Ministry of Industry and Information Technology, along with other departments, has issued the "Steel Industry Growth Stabilization Work Plan (2025-2026)", setting an average annual growth target of around 4% for the steel industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition" as its core focus, providing a clear implementation path for structural adjustments and high-quality development in China's steel industry [1] Summary by Sections - Production Control and Management - The plan proposes precise control of production capacity and output, promotes graded and classified management of steel enterprises, prohibits the addition of new production capacity, and guides resource allocation towards competitive enterprises [1] - It aims to achieve dynamic balance between supply and demand through output regulation, facilitating the survival of the fittest [1] - Core Competitive Issues - Experts indicate that "equipment upgrading" and "low-carbon transformation" will be the two main competitive issues in the future [1] - Steel enterprises are required to accelerate the elimination of outdated equipment, particularly old blast furnaces and converters, which are considered restrictive production equipment [1] - Environmental Standards - The plan specifies that by the end of 2025, over 80% of steel production capacity must complete ultra-low emission transformations [1]