重点区域严禁新增钢铁产能总量！工信部征求意见

Core Viewpoint - The Ministry of Industry and Information Technology has revised the "Implementation Measures for Capacity Replacement in the Steel Industry" and is currently seeking public opinions on the draft [1] Group 1: Capacity Replacement Regulations - Steel companies must scientifically assess supply and demand to avoid inefficient investments and develop capacity replacement plans according to the regulations [3] - New construction or expansion of steel smelting projects is prohibited outside compliant zones in the Yangtze River Economic Belt, and no new steel capacity is allowed in key areas [3] - Six categories of capacity are not eligible for replacement, including capacities listed for reduction, those not yet operational before the announcement of replacement plans, and capacities from outdated production equipment [4][5] Group 2: Capacity Transfer and Replacement Ratios - The draft encourages cross-regional capacity replacement, with no restrictions imposed by local regions [6] - The replacement ratio for iron and steel capacity in provinces must not be less than 1.5:1, with a lower ratio of 1.25:1 applicable for newly acquired compliant capacity after June 1, 2021 [7] - Three scenarios allow for equal capacity replacement, including internal repairs of existing equipment and projects in specific regions like Qinghai and Tibet [8] Group 3: Mergers and Low-Carbon Development - The draft outlines conditions for mergers and acquisitions to qualify for replacement ratio policies, emphasizing the need for substantial changes in control and corporate structure [9][10] - It encourages high-quality utilization of scrap steel, orderly development of electric furnace steel, and the implementation of green low-carbon technology in existing steel production [10]