上海钢联朱军红董事长：未来工业生产的底层逻辑将发生根本性改变

Core Viewpoint - The steel industry is undergoing a significant transformation driven by energy transition, with hydrogen playing a crucial role in changing production methods and creating new opportunities for sustainable development [3][4][7] Company Overview - Shanghai Steel Union celebrates its 25th anniversary, evolving from a steel information platform to a comprehensive data service provider across various sectors including black and non-ferrous metals, energy, construction materials, and new materials [3][6] - The company aims to create value for users by providing precise trading benchmarks and commercial decision-making support through in-depth industry research and data analysis [3][6] Industry Insights - China's heavy chemical industry has made remarkable achievements, and the country now holds a significant position in global commodity production [3][6] - The traditional development model characterized by high energy and material consumption is nearing its growth limit, necessitating a shift towards energy transition as a historic opportunity for the industry [3][6] - The National Energy Administration predicts that by 2035, China's total installed capacity for wind and solar power will reach 3.6 billion kilowatts, with an additional potential of 1.9 billion kilowatts in the next decade [3][6] Technological Transformation - The fundamental logic of industrial production is set to change, with hydrogen serving as a reducing agent and chemical raw material, facilitating production method transformations in various industries [4][7] - In the steel industry, hydrogen direct reduction technology is expected to replace traditional blast furnace processes, while green hydrogen can be used in the fertilizer industry for ammonia synthesis [4][7] - The integration of energy revolution, industrial revolution, and artificial intelligence will lead the industry into a new era of "resource creation, zero-carbon development, and intelligent innovation" [4][7] Future Opportunities - This profound transformation is anticipated to generate new capital investments, business models, and technological breakthroughs, fostering numerous development opportunities [4][7] - Shanghai Steel Union plans to leverage its data services and industry insights to collaborate with clients in exploring innovative breakthroughs and sustainable development paths [4][7]