钢铁产品实施出口许可证管理有利于规范出口行为

Core Viewpoint - The Chinese government is reintroducing export license management for certain steel products starting January 1, 2026, marking a significant shift in steel export regulation after 16 years of deregulation [2][12]. Group 1: Policy Background - The policy adjustment is a necessary response to multiple challenges facing the steel industry, including a projected steel export volume of 115 million tons for 2025, a 6.7% year-on-year increase, despite a 10.3% drop in average export prices [3][13]. - The steel industry has faced a record high of over 50 anti-dumping cases since 2024, with countries like Vietnam and India imposing tariffs as high as 38.02% on Chinese products [3][13]. - The surge in low-value primary product exports, such as 5.89 million tons of steel billets in the first half of 2025, reflects a concerning trend of "volume over price" that increases energy consumption and carbon emissions [4][3]. Group 2: Policy Content - The export license management will cover 300 customs product codes, spanning the entire steel industry chain from raw materials to finished products [5][14]. - Specific products include non-alloy pig iron, recycled steel raw materials, and hot-rolled coils, with a focus on compliance with national standards for recycled materials [6][15]. - The application process requires exporters to provide contracts and quality inspection certificates, enhancing the quality reputation of Chinese steel products [6][15]. Group 3: Policy Connection - The announcement is part of a broader framework of recent policies aimed at strengthening steel product export management and optimizing product structure [7][16]. - The policy aligns with the "Steel Industry Stabilization and Growth Work Plan (2025-2026)" issued by multiple government departments, emphasizing the need for improved export management [7][16]. Group 4: Industry Significance - The policy aims to curb the chaotic export of low-value products, pushing companies to adjust their product structures and reduce reliance on price competition [8][17]. - It will help companies navigate international trade barriers by encouraging diversification into emerging markets like Africa and Latin America [8][17]. - The management will also facilitate the green transition of the steel industry, coinciding with the introduction of carbon trading and border adjustment mechanisms in the coming years [8][17]. Group 5: Recommendations for Companies - Companies are encouraged to adapt proactively to the new policy, preparing necessary documentation and understanding the specific product categories affected [9][18]. - Increased investment in R&D for high-end products and the adoption of "green steel" practices are recommended to enhance competitiveness [10][18]. - Establishing a robust quality management system is crucial, as compliance with quality inspection requirements will be a key factor in maintaining export capabilities [10][18].