钢铁行业未来两年目标明确：严禁新增产能

Core Viewpoint - 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] Group 1: Policy Objectives - The plan emphasizes "stabilizing growth and preventing internal competition" as its core focus, guiding structural adjustments and high-quality development in China's steel industry [1] - It proposes precise control of capacity and output, promotes graded and classified management of steel enterprises, and prohibits the addition of new capacity [1] Group 2: Implementation Strategies - The plan aims to guide resource allocation towards competitive enterprises, facilitating a survival of the fittest approach through output regulation to achieve dynamic supply-demand balance [1] - Experts highlight that "equipment upgrading" and "low-carbon transition" will be the two core competitive issues in the future [1] Group 3: Environmental Standards - Steel enterprises are required to accelerate the elimination of outdated equipment, particularly old blast furnaces and converters that are restrictive in production [1] - The plan specifies that by the end of 2025, over 80% of steel production capacity must complete ultra-low emission transformations [1]