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A股钢铁板块迎政策利好
Zheng Quan Ri Bao·2025-09-22 16:15

Core Viewpoint - The "Steel Industry Growth Stabilization Work Plan (2025-2026)" aims for an average annual growth of around 4% in the steel industry's added value, focusing on quality improvement and balanced market supply and demand [1][2]. Group 1: Industry Challenges and Goals - The steel industry faces significant downward pressure, with profits in 2024 projected at 66.29 billion yuan, a decrease of 42.6% year-on-year [1]. - The plan addresses the main contradictions of excessive supply and insufficient effective demand, proposing ten specific measures across five areas [1][2]. Group 2: Strategic Directions - The plan emphasizes supply-side management and demand-side expansion, encouraging companies to enhance high-end product supply capabilities and promote quality upgrades [2]. - It advocates for precise control of production capacity and classification management to eliminate outdated capacity and optimize industry structure [2]. Group 3: Company Initiatives - Companies like Jiugang Hongxing and Baosteel are focusing on high-end product development and low-carbon metallurgy technologies, respectively, to align with the plan's goals [4]. - Nanjing Steel is leveraging AI and big data technologies to enhance operational efficiency and product development [5]. Group 4: Market Opportunities - The plan indicates that companies prioritizing high-end products, green technologies, and smart manufacturing will benefit from policy incentives and market expansion [5]. - Long-term trends suggest that industry concentration and high-quality development will be essential, with leading companies gaining competitive advantages [5].