稀土牌还没打完，又要打钢铁牌？商务部:中国对部分钢铁产品实行出口许可管理！

Core Viewpoint - The Chinese government has announced export licensing management for certain steel products, indicating a strategic shift to limit steel exports while focusing on higher value-added products [1][3]. Group 1: Export Management - China produces over half of the world's steel, with crude steel production exceeding 1 billion tons last year and steel exports nearing 80 million tons [3]. - The export licensing management is not a complete halt on exports but aims to smartly manage exports, focusing on high-value products while regulating low-efficiency crude steel [3][6]. - The international market has reacted with rising steel prices in Europe and the U.S., highlighting the dependency on Chinese steel for infrastructure and manufacturing [3][6]. Group 2: Industry Transformation - Domestic steel manufacturers are encouraged to shift their focus from relying on export tax rebates to enhancing technological capabilities, with a future emphasis on specialty steel and high-end plates [3][6]. - The steel industry accounts for over 15% of national carbon emissions, and reducing low-end exports contributes to environmental protection efforts [6]. Group 3: Strategic Positioning - The global economic landscape is changing, and China aims to move beyond being the world's factory, seeking to gain control over core resources like steel [7]. - This strategic move is seen as a multi-faceted approach to achieve industrial upgrading, environmental sustainability, and strategic autonomy [7].