定调“淘汰落后产能”，2015年底大宗商品史诗级行情会重演吗？

Core Viewpoint - The Central Financial Committee's sixth meeting emphasizes the importance of advancing the construction of a unified national market and promoting high-quality development of the marine economy [2][3]. Group 1: Industry Impact - The meeting highlights the need to address issues of overcapacity, low-price competition, and the orderly exit of backward production capacity, which aligns with supply-side structural reforms [4][5]. - The steel industry is identified as a key area for reform, with a focus on eliminating ineffective and inefficient production capacities, which is expected to support steel prices [10]. - The cement and glass industries are also under scrutiny due to severe regional overcapacity and intense price competition, with policies aimed at improving supply-demand dynamics and stabilizing prices [10][11]. Group 2: Specific Industries Affected - The steel industry will see impacts on rebar, hot-rolled sheets, iron ore, coking coal, and coke, as the exit of backward capacity is expected to reduce supply and support prices [10]. - The non-ferrous metals sector, particularly electrolytic aluminum, is under pressure to replace and eliminate outdated capacities, which will likely support aluminum prices [11]. - The basic chemical raw materials sector, including soda ash, PVC, methanol, and PTA, faces similar challenges of overcapacity and intense competition, with policies aimed at stabilizing prices and promoting healthy industry development [11].