工信部等5部门联合发文，事关钢铁行业稳增长

Core Viewpoint - The Ministry of Industry and Information Technology, along with other departments, has issued a plan for the steel industry aimed at achieving an average annual growth of around 4% in value-added output from 2025 to 2026, with a focus on stabilizing economic benefits, balancing supply and demand, optimizing industrial structure, enhancing effective supply capacity, and significantly improving green low-carbon and digital development levels [1] Group 1: Industry Management and Capacity Control - The plan emphasizes strengthening industry management and promoting survival of the fittest through precise control of capacity and output [2] - It includes revising the capacity replacement implementation measures, increasing the intensity of capacity reduction, and supporting low-carbon iron-making processes and high-end special steel projects with differentiated replacement ratios [2] - The policy aims to facilitate the transfer of steel production capacity from key air pollution prevention areas to other regions and continues to implement output reduction policies to maintain dynamic balance between supply and demand [2] Group 2: Technological Innovation and Supply Capability - The plan focuses on enhancing the supply capacity of high-end products by organizing collaboration among steel enterprises, upstream and downstream companies, universities, and research institutions [3] - It aims to improve the quality of bulk products and establish green low-carbon product standards, promoting the certification of green low-carbon steel products [3] - The plan also emphasizes stabilizing the supply of raw materials by accelerating the commencement and expansion of key domestic iron ore projects [3] Group 3: Investment Expansion and Market Demand - The plan encourages effective investment and promotes transformation and upgrading by updating process equipment and supporting the application of advanced electric furnaces and special smelting equipment [4] - It aims to accelerate digital transformation in the steel industry and develop evaluation standards for digital transformation levels [4] - The plan seeks to stimulate market consumption potential by deepening cooperation in key steel application areas and promoting the use of steel structures in various construction projects [4]