Hua Xia Shi Bao·2025-12-15 10:36Group 1 - The steel sector experienced a strong upward trend on December 15, with major stocks like Fushun Special Steel and Taiyuan Iron & Steel hitting the daily limit, indicating a positive market response to new export license policies [2][4][6] - The new steel export license policy is expected to suppress ordinary steel exports in the short term while promoting a shift towards high-value-added products in the long term, benefiting leading companies in special steel and high-end stainless steel [2][9] - The steel industry index rose to 8939.99 points with a 2% increase, and trading volume reached 6.543 billion yuan, showing a significant increase in market activity compared to the previous trading day [4] Group 2 - The new export license policy, which includes 300 steel products, marks a return to a management system that was abolished in 2009, indicating a new phase in domestic steel export management [7][8] - The policy aims to enhance quality control over exported steel products, potentially leading to a surge in exports before the policy takes effect in January 2026 [9] - Recent housing policies, such as interest subsidies for home purchases, are expected to positively influence the steel industry by boosting market sentiment, although real estate investment has seen a significant decline [10][11]