钢铁行业稳增长工作方案落地，未来两年年均增长4%左右

Core Viewpoint - The new "Steel Industry Stabilization Growth Work Plan (2025-2026)" aims for an average annual growth target of around 4% in the steel industry's added value, focusing on "stabilizing growth and preventing internal competition" as the core principle for structural adjustment and high-quality development in the sector [1][2]. Industry Overview - The steel industry has faced significant downward pressure in recent years, with challenges such as reduced demand from the real estate sector and increased competition among enterprises. The industry's profit for 2024 is projected to be 66.29 billion yuan, a decrease of 42.6% year-on-year, indicating a substantial operational strain [3][4]. - The Ministry of Industry and Information Technology emphasizes the importance of the steel industry as a foundational sector for the national economy, crucial for stabilizing industrial growth and supporting economic stability [1]. Key Measures - The plan outlines five areas of focus: strengthening industry management, enhancing technological innovation, expanding effective investment, broadening market demand, and deepening open cooperation [5][6]. - Specific initiatives include precise control of production capacity, promoting high-end product supply, and supporting the transition to low-carbon steel production methods [10][15]. Investment and Technological Upgrades - The plan emphasizes the need for equipment upgrades and technological transformation, including the promotion of advanced electric furnaces and special smelting technologies. It aims to phase out outdated equipment and enhance the capacity for high-end product supply [6][23]. - The industry is encouraged to adopt digital transformation strategies and integrate artificial intelligence into operations to foster innovation and efficiency [27][30]. Market Demand and International Cooperation - The plan seeks to stimulate market demand by exploring new applications for steel in key sectors such as construction and transportation, while also enhancing international cooperation to improve export management and product standards [31][35]. - The focus on international collaboration includes strengthening ties with countries involved in the Belt and Road Initiative to facilitate the export of steel products and technologies [35][36].