钢铁信息周报

Industry News - The Ministry of Ecology and Environment, along with multiple departments, has issued a document to establish a performance grading system (A, B, C, D) for key enterprises, aiming to encourage companies to enhance their environmental protection levels and achieve air quality improvement alongside high-quality industry development [4][10] - In December 2025, China's crude steel production was 68.18 million tons, a year-on-year decrease of 10.3%. For the entire year of 2025, crude steel production totaled 960.81 million tons, down 4.4% year-on-year [4][10] Company News - On January 15, Baosteel's cold-rolled plant C308 successfully produced its first roll of high-aluminum zinc-aluminum magnesium steel, completing the three-electricity transformation five days ahead of schedule and achieving full-stack control system localization. This marks a key breakthrough in Baosteel's implementation of the "AI + Steel" new model [3][9] - On January 17, a significant milestone in the global steel industry was reached with the arrival of the first shipment of nearly 200,000 tons of Simandou iron ore at China Baowu's Majishan Port. The subsequent transport will be carried out by Baowu Resources' own vessels to Baosteel's Baoshan base [3][9] Key Data - As of January 16, 2026, the US Dollar Index was at 99.37, with a week-on-week increase of 0.23% and a year-on-year decrease of 8.79% [6][11] - The iron ore price index was recorded at $109.05, reflecting a week-on-week decrease of 2.11% but a year-on-year increase of 5.82% [6][11] - Domestic port iron ore inventory reached 17.289 million tons, showing an increase of 18.82% week-on-week and 10.01% year-on-year [6][11]